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May 14 @ 5:00 pm - 8:00 pm

WHEN: May 14, 2024 | 5:00 PM – 8:00 PM

WHERE: The Country Club of Rochester 2935 East Avenue, Rochester, NY 14610

 

Brad Calkins and Kathy Lindahl, 4th generation co-CEOs of Rochester Midland, will talk about finding alignment and executing a strategy for Rochester Midland’s growth. They will address:

  • Managing cap table complexity resulting from 4 generations & 135 years of operations
  • Pre-transaction planning, addressing aging ownership, and succession planning
  • Navigating industry and capital market changes, which prompted the decision to partner with private equity to grow
  • Establishing Rochester Midland as a platform company for growth by acquisition of other companies

Who Will Be There?

Business owners: local/regional people who own $10M+ revenue businesses and are thinking about strategic growth, succession, or ownership transitions.

Upstate Capital members: PE + M&A deal-making professionals and investors

Register: https://upstatecapital.org/annual-events/rochester-midland-growth-succession/#!event-register/2024/4/3/rochester-midland-m-a-growth-succession

Details

Date:
May 14
Time:
5:00 pm - 8:00 pm