The M&A Advisor 2017 Summit: 'The Future of Finance'

Date:November 13-14, 2017
Location: The Metropolitan Club
1 East 60th Street
New York, NY 10022

Katz, Sapper & Miller’s New York office leader, Corey Massella, will moderate a panel at The M&A Advisor’s 2017 Summit: “The Future of Finance.” Taking place Nov. 13-14 at the Metropolitan Club in New York City, this event brings together over 500 of the most active dealmakers and other key mergers and acquisitions (M&A) professionals. 

Corey Massella is a partner in the firm’s Transaction and Technology Industry Services Groups. With 25-plus years as an entrepreneur and business advisor, Corey has advised private equity funds, technology companies, banks, broker-dealers, investor relations firms, and other financial services companies.

The symposium portion of the event, which will take place Monday, Nov. 13, will feature panel sessions and discussions on key M&A issues and the latest market intelligence. Massella will moderate the symposium’s Stalwarts Roundtable, “Sector Trends and Expert Outlook for 2018,” and will discuss current M&A challenges and opportunities as well as the key trends, hottest sectors, and most influential factors for the coming year.

The panelists will include:

  • Jason Barg, principal at Lovell Minnick Partners
  • Jolyne Caruso, founder and CEO at The Alberleen Group
  • John S. Castle, managing partner at Branford Castle Partners 
  • Douglas Hendrickson, partner at MidCap Advisors

Other symposium delegates will include investment banking advisors, executive leaders, private equity dealmakers, academics, legal advisors, and policymakers. These thought leaders will share their insights on a variety of industry topics, including the following:

  • Aligning the future of humanity and technology
  • Dealing with technology and the impact of innovation on industries
  • Aligning the financial objectives of a deal with a long-term people strategy
  • Blockchain beyond bitcoin
  • China’s role in the future of finance
  • Creating corporate business value and growth in the Fourth Industrial Revolution
  • Inspiring dealmaking under the new regime

The summit will also feature the 16th Annual M&A Advisor Awards, which will recognize the accomplishments of M&A leaders in various categories, including restructurings, deal financing, and products/services. On Nov. 14, the event will be focused on exclusive one-to-one networking opportunities and will also feature an interactive workshop on the role that finance, industry, and government will play in smart cities.

The M&A Advisor was founded in 1998 to provide insights on industry activities and facilitate thought leadership on mergers and acquisitions. Over the years, the M&A Advisor has established a worldwide network of mergers and acquisitions, restructuring, and finance professionals.

For more information, visit the event website