
About this Event
The M&A Success Summit, hosted by Corporate and M&A Attorneys at Doida Crow Legal, is designed for entrepreneurs and business professionals seeking to buy or sell a business in today's dynamic market. The event will feature expert-led panels and presentations covering critical topics such as the current state of the M&A market, sell-side value drivers, successful deal closure strategies, post-closing operations, and funding acquisitions. Attendees will gain valuable insights from seasoned industry experts, network with peers, and explore the key factors driving successful transactions in the lower middle market.
Sponsored by LiveOak Bank, Britehorn Partners, and Raincatcher
Check out the highlights from the 2024 M&A Success Summit! The inagural event was an incredible day filled with insights, high-level takeaways, and connections.
Agenda
đź•‘: 08:45 AM - 09:15 AM
Arrival & Check-in
đź•‘: 09:15 AM - 09:30 AM
Welcome & Kick-off with Doida Crow Legal
Host: Stan Doida & Trevor Crow
đź•‘: 09:30 AM - 10:15 AM
Session 1: State of the Market Intermediary Panel
Host: Jason Thomas, Raincatcher
Info: Hear from seasoned industry experts in lower middle market M&A as they analyze the landscape of where we’ve been, give insight into where we are in 2025, and share their perspectives on where the market is headed over the next 12 months. This dynamic discussion will cover a current market assessment on valuations, factors driving deal execution and failure, and evolving deal structuring trends. The focus will be the Lower Mid-Market ($5M - $100M) and Mainstreet segments, providing a comprehensive view of today’s M&A environment and tomorrow’s opportunities.
đź•‘: 10:15 AM - 11:00 AM
Session 2: Maximizing Value - Insights from the Sell-Side
Host: Jason Dun, DACS
Info: Gain firsthand insights from business owners who have successfully navigated the M&A process. This panel will explore what truly drives valuation, from methodologies to the factors that influence deal outcomes. Learn best practices for maximizing value and achieving favorable results in today’s competitive M&A environment.
đź•‘: 11:00 AM - 11:15 AM
Break
đź•‘: 11:15 AM - 12:00 PM
Session 3: Letter of Intent Master Class
Host: Trevor Crow, Doida Crow Legal
Info: Doida Crow Legal Co-founders, Stan Doida and Trevor Crow will review essential strategies for structuring deals, assessing value drivers, and navigating negotiations. The session will also cover critical legal and financial considerations, including due diligence, funding options, and post-closing integration.
đź•‘: 12:00 PM - 12:45 PM
Lunch & Networking
đź•‘: 12:45 PM - 01:30 PM
Session 4: Launching a New Venture - Navigating the Buy-Side
Host: Will Petter, American Dream Home Services
Info: Buying a business requires vision, discipline, and strategic foresight. This panel features experienced buyers who will share their perspectives on navigating the search process, identifying compelling opportunities, and positioning acquisitions for long-term success. Attendees will gain valuable insights into the dynamics shaping today’s buy-side landscape and the factors that define successful new ventures.
đź•‘: 01:30 PM - 02:15 PM
Session 5: Systematizing Negotiation Science for Superior Deal Structures
Host: Ian Myers, Ante
Info: Mastering the art of negotiation goes beyond numbers—it requires understanding human behavior and the subtle dynamics that drive decision-making. In this session, our speaker will reveal how to leverage behavioral science to influence outcomes, anticipate counterpart moves, and strategically “up the ante” in your next deal. Attendees will gain actionable tactics to negotiate with confidence, optimize deal terms, and achieve superior results in today’s competitive M&A environment.
đź•‘: 02:15 PM - 02:30 PM
Break
đź•‘: 02:30 PM - 03:15 PM
Session 6: Due Diligence for Buyers and Sellers
Host: Bree Hollibaugh, Baker Tilly
Info: In M&A, due diligence reveals both risks and opportunities that shape a deal’s outcome. This session explores financial and tax considerations—such as historical liabilities, deal structure, and post-transaction impacts—critical for both buyers and sellers. Attendees will gain a clear framework to navigate diligence efficiently and protect value throughout the process.
đź•‘: 03:15 PM - 03:45 PM
Session 7: Funding Your Deal
Host: Kevin Doyle, LiveOak Bank
Info: You can’t close a transaction if you can’t fund it. Learn what banks are looking for when determining whether to fund a business acquisition. This talk will include both SBA and traditional lending options and discuss how deals get done, what to avoid, and best practices for a successful closing.
đź•‘: 03:45 PM - 04:30 PM
Session 8: Maximizing Value Post-Acquisition
Host: Adam Markley, PROX Capital Group
Info: In M&A, the foundation for success post-acquisition is laid well before the deal is finalized. This session will explore how thorough pre-acquisition planning—such as identifying synergies, assessing operational gaps, and conducting strategic due diligence—can set the stage for maximizing value after the acquisition. Attendees will learn key steps to align both companies' goals early on, mitigate risks, and create a roadmap for a seamless transition.
đź•‘: 04:30 PM - 05:30 PM
Closing Remarks & Networking Happy Hour
Host: Stan Doida & Trevor Crow
Event Venue & Nearby Stays
7979 E Tufts Ave, 7979 East Tufts Avenue, Denver, United States
USD 0.00