Exit Strategy: Positioning for Maximum Value in Pet M&A | Kisaco Research

Successful exits start long before the deal. In this breakout, M&A insiders reveal how to position for acquisition—from shaping financials and forecasting performance to managing risk, brand narrative, and buyer alignment.

Learn what truly drives valuation and how run a process that protects your upside and delivers results.

Session Topics: 
Unleashing Profit Potential
Investment Opportunities
Speaker(s): 

Author:

Carol Frank

Managing Director
BirdsEye Advisory Group

Carol Frank

Managing Director
BirdsEye Advisory Group

Author:

Richard Kestenbaum

Partner
Triangle Capital, LLC

Richard is a co-founder and Partner of Triangle Capital and has been an investment banker for over 35 years. Richard has a great deal of experience advising clients in merchandising businesses, particularly in the Retail & Consumer sector. Richard is an often-quoted expert on the retail and merchandising industries. He is a Contributor to Forbes.com where he writes a regular blog about trends in retail and consumer product businesses. He also appears regularly in print and other media as well as industry panels and speaking programs.

Before co-founding Triangle, Richard was a Managing Director at a boutique investment banking firm called Financo, Inc. While at Financo, Richard was responsible for a majority of the firm’s apparel industry transactions. Prior to joining Financo, Richard was a Partner and First Vice President at Drexel Burnham Lambert Inc. At Drexel, Richard was responsible for a group of 14 professionals doing middle-market mergers and acquisitions around the world.

Richard is the co-author of three books on finance and computer programming. He is formerly an Adjunct Assistant Professor of International Business at the graduate program of the Stern School of Business at York University.

Richard received a BS in Accounting from New York University and an MBA with a concentration in Finance from Harvard University. Richard is married and lives in New York.

Click here to read Richard’s blog and follow him on Forbes.com.

Richard Kestenbaum

Partner
Triangle Capital, LLC

Richard is a co-founder and Partner of Triangle Capital and has been an investment banker for over 35 years. Richard has a great deal of experience advising clients in merchandising businesses, particularly in the Retail & Consumer sector. Richard is an often-quoted expert on the retail and merchandising industries. He is a Contributor to Forbes.com where he writes a regular blog about trends in retail and consumer product businesses. He also appears regularly in print and other media as well as industry panels and speaking programs.

Before co-founding Triangle, Richard was a Managing Director at a boutique investment banking firm called Financo, Inc. While at Financo, Richard was responsible for a majority of the firm’s apparel industry transactions. Prior to joining Financo, Richard was a Partner and First Vice President at Drexel Burnham Lambert Inc. At Drexel, Richard was responsible for a group of 14 professionals doing middle-market mergers and acquisitions around the world.

Richard is the co-author of three books on finance and computer programming. He is formerly an Adjunct Assistant Professor of International Business at the graduate program of the Stern School of Business at York University.

Richard received a BS in Accounting from New York University and an MBA with a concentration in Finance from Harvard University. Richard is married and lives in New York.

Click here to read Richard’s blog and follow him on Forbes.com.

Time: 
3.00-3.40pm
Agenda Track No.: 
Track 3
Session Type: 
General Session (Presentation)