Becker LLC
2025 Buy Side
M&A Summit

Navigating Uncertainty: Staffing Industry M&A Trends and Strategies

About the Founders

Becker is recognized as the leading law firm in the Staffing Industry as the leader in Mergers & Acquisitions. Our team has advised our clients in over ninety Mergers & Acquisition deals in the last six years. Becker has experience representing investors (private equity and other investment backed firms) as well as strategic investors in the acquisition and sale of staffing businesses in healthcare, IT, professional services, light industrial/commercial, skilled trades and hospitality industries.

Becker has handled both Buy and Sale side transactions from pre-LOI planning through post-closing integration. Becker has ten attorneys that dedicate a material portion of their practice to the industry and collectively, provide clients with expertise in finance, tax, corporate structure, HR compliance, goodwill protection and fair competition promotion, compensation strategies and plan, industry contracts and other key risk protection advice.

As part of our commitment to the industry and our clients, Becker tracks Mergers & Acquisition activity in the industry and conducts formal and informal surveys of various trends in the industry ranging from valuation multiples and acquisition activity to best practices in staffing specific diligence and deal terms.

Location

The Sanctuary at Kiawah Island Golf Resort

Kiawah Island is a destination like no other. The island is located in South Carolina’s fabled Lowcountry on a ten mile wide, oceanfront beach surrounded by a paradise of lush maritime forests and winding saltwater marshes where local agriculture and wildlife thrive – giving guests the feeling they are a world away. The resort offers world-class accommodations, amenities, recreation and conference facilities. Conference guests will stay at the Sanctuary Hotel located a few steps from the Atlantic Ocean. The hotel was built in deference to Charleston architecture using Charleston brick along with stone, stucco, cooper and ironwork on the exterior and designed on the interior to be elegant but not too formal in a light southern décor.

Airport: Kiawah Island is located less than 25 miles from Charleston and just 45 minutes from Charleston International Airport (CHS). Uber & Lyft are available at CHS to the Sanctuary, upon returning to CHS, you will need to arrange for transportation through the concierge service. Uber and Lyft do not pick up for any airport transportation from the Sanctuary as it is a private resort.

Our Speakers

Martin L. Borosko
Becker LLC
Michael Babb
Osceola Capital Management
Gene Holtzman
Mitchell Martin
Mike Cleland
Charted Path
Joanie Bily
Employbridge
Corry Doyle
White Wolf Capital LLC
Reginald Griner
Thornblade Capital
Jim Childs
Childs Capital Partners
Dave MacKeen
Eliassen Group
Noah Yosif
American Staffing Associaton
Steve Norris
TechServe Alliance
Matthew Ripaldi
Talent Groups
Mark Roberts
TechServe Alliance
Adam Stern
Clarity Growth Partners
Venu Sangani
Spruce Infotech
Jerry Grady
UHY
John Larson
TechServe Alliance
Jeremy Falendysz
UHY Corp. Finance
Geoff Goldwater
Acrisure
John McGraw
Access Capital
Paul Mehring
Access Capital
Patrick Morin
Transact Capital
Michael Napolitano
Citrin Cooperman
Tony D'Amicantonio
Acrisure
Kevin Turner
Acrisure

2025 Summit Agenda

11:00 am – 12:30pm
Check‐in and Registration
1:15 – 1:30pm

Welcome & Opening Remarks

1:40 – 2:40pm

State of the Staffing Industry

Grand Oaks A & B

2:50 – 4:05pm

Panel Discussion
Re-examining Current Acquisition Strategies During a Time of Financial or Structural Change in the Industry

Grand Oaks A & B

4:15 – 5:15pm

Panel Discussion
”Understanding and Leveraging Finance Options to Accelerate Your Acquisition Strategy

Grand Oaks A & B

5:30 – 6:30pm

Concurrent Session One: Industry Acquisitions 101 – “The Anatomy of an Acquisition:  From LOI to Closing the Deal”

Grand Oaks A & B

Concurrent Session Two:  Master Class – “Private Equity and Large Strategic Acquirers Forum”

Grand Oaks C & D

6:45 – 9:30pm

Cocktail Party and Dinner

The Sanctuary Terrace AB and Courtyard
At the conclusion of day 1 of the Summit, Becker and its sponsors will host a cocktail party
and formal dinner at The Sanctuary Terrace AB and Courtyard. The dinner will feature
local Low‐country cuisine including premier steaks and locally caught, sustainable fish and
shellfish paired with a selection of fantastic wines.

7:00 – 8:00am

Breakfast:
A continental breakfast will be served before the start of the programs in the
Grand Oaks Foyer

8:00 – 9:10am

Panel Discussion

Mastering Earnouts in M&A: Structuring Deals for Future Performance”

Grand Oaks A & B

9:20 – 10:00am

Panel Discussion:

 “Management Meetings: Building the Personal Connection and                                                                  Excitement for the Potential Future” 

Grand Oaks A & B

10:05 – 11:40am

Mock Management Meetings

11:50am – 12:30pm

Industry Specific Break Out Rooms
Industry segment leaders will lead an interactive break out discussion with other
acquirers in their industry segment about takeaways from the Summit as well as other trends impacting acquisitions in their industry segment

Grand Oaks A & B and Grand Oaks C & D
Facilitators:

Light Industrial and Skilled Trades

Information Technolog

Healthcare

Professional Staffing

1:45 – 6:00pm

At the conclusion day 2, we are offering all attendees the choice of one of the following
afternoon activities:

A round of golf on the world famous “Ocean Course at Kiawah Island Golf Resort.”
Located on the eastern‐most end of the island, The Ocean Course boasts the most seaside
holes in the Northern Hemisphere with ten holes hugging the Atlantic and the other eight
holes running parallel to those. The course is unlike any other golf course in the world,
outside the United Kingdom and Ireland.

A guided kayak trip through the marshlands of the Low‐country to witness the local
dolphins in their habitat.
The Resort will be providing our group with guides that will
take you for a 2‐3 hour tour of the breathtaking scenery around Kiawah Island, give a
historical background of the island, as well as the opportunity to witness the local dolphins
as they cruise through the marshland.

A relaxing afternoon at the spa, pool or the ocean.
Invitees choosing Option 3, based on availability, will have the option of an appointment at the “The Spa at the Sanctuary”. The spa offers a complete escape for the body, mind and spirit inspired by the natural beauty of the Low‐country. Either before or after receiving their spa treatments, invitees will have the opportunity to relax on Kiawah’s award winning beaches or by at one of the
Resort’s pools. Limited spots available.

Wine Tasting.
Marty Borosko from Becker LLC is inviting you to a private wine tasting where they will select some of their favorite wines & cheese for a relaxing afternoon tasting at the Sanctuary. Limited spots available.

Registration for the Summit is by invitation only and limited to guests invited directly by our sponsors. We reserve the right to verify invitations and decline or cancel any registration that does not meet this requirement.

Unauthorized registrations may be cancelled without notice, and any associated fees (if applicable) will be refunded at our discretion.

Our Sponsors

Conference Founder

BECKER LLC logo

Platinum Sponsors

Nixer Comp logo

Gold Sponsors

Access Capital logo
Avionté logo
Citrin logo
Transact Internal logo

Silver Sponsors

Daxtra logo
WinSource_logo_v7_tagline
Martin L. Borosko
Becker LLC

Martin L. Borosko has been the Managing Member of the firm since 2006. Under his leadership, the firm has grown into one of the premier boutique firms with offices in New York, California, New Jersey and Pennsylvania.

Marty leads the Staffing team within the firm dedicated to studying the best legal practices within the Staffing Industry. His philosophy is to direct clients toward legal strategies that facilitate growth and increase enterprise value in the long term. He often works as part of a team with leading investment bankers, accountants and risk managers to implement comprehensive growth strategies for clients.

Marty is a frequent contributor to legal & business publications and lectures across the country on emerging issues impacting the Staffing Industry. He is the Chairman of the Becker Buy-Side M&A Summit, one of the Founders of the Launch Staffing Conference and sits on the TechServe Alliance M&A Marketplace as their designated law firm.

Michael Babb
Oscoela Capital Management

Michael began his career in the healthcare industry and then worked as a consultant to niche financial service sectors. In 2003, he founded Academic Financial Solutions (“AFS”), a student lending company that specialized in student loan consolidation. Over the next five years, AFS grew to become one of the largest student loan lenders in the United States.
In 2007, Michael led AFS through an acquisition with Frontenac Company, a prominent private equity firm based in Chicago. He remained as President and CEO of AFS until being named President of Two Rivers Ranch in 2010, a Holding Company with extensive corporate and real estate holdings throughout the United States.
Michael co-founded Osceola in 2014 and is focused on portfolio management and value creation efforts within Osceola’s portfolio companies. He is one of the main architects behind the General Partner’s philosophy and has successfully implemented this strategy as an investor and operator over the last decade.
Michael has the pleasure of serving on multiple non-profit and Osceola portfolio companies. He was also appointed by Governor Rick Scott to serve on the Governing Board of the Southwest Florida Water Management District for which he was elected Chairman and served until 2018.
Michael graduated with honors with a B.S.B.A. from the Robins School of Business at the University of Richmond and holds an M.B.A. from the Muma College of Business at the University of South Florida.

Gene Holtzman
Mitchell Martin

As the founder and President of Mitchell Martin our company has grown from a vision started in 1984 to $230 million in annual revenue. While remaining true to our focus in Information Technology Staffing/Professional Services we have expanded our offerings to include Professional Staffing and Healthcare.

For 2015 MMI won the SMART CEO’s Circle of Excellence Award, my personal Mantra “The road to continuous improvement is always under construction. Don’t fear failure — learn from it, and move ahead.”

MMI’s growth has been organic, recently we have engaged in acquisitions to build on niche specializations in Governance/Risk/Compliance (including non IT), HCM/ERP and salesforce, Business Intelligence, Healthcare IT and IT Security. Information Technology continues to be a driver for business initiatives, true specialization is required to attract the talent to help our clients win.

Our belief is to engage internal employees, clients, and candidates living our core values;

· Commitment to the Greater Good

· Service our Clients and Candidates Above all Else

· We are Never Complacent, Bring an Energetic, Enthusiastic Approach,,

· We are Agile to Meet the Demands of the Changing Market.

The future of Mitchell Martin is linked to innovation in talent acquisition technologies. Our joint venture, Talent Tech Labs, engages in research, validation, and acceleration of talent acquisition technology by connecting early stage companies with forward thinkers in the industry. Our goal is to help our clients win through innovation designed to attach talent through improved engagement. www.talenttechlabs.com<http://www.talenttechlabs.com>

Our Healthcare Practice focuses to help clients find top professionals in Nursing and Allied Healthcare including Rehabilitation Therapy, Physical Therapists, Occupational Therapists, Speech Language Pathologists, Special Educators, Psychologists, Audiologists Social Workers, and Physician Assistants

Mike Cleland
Charted Path

Mike Cleland is the founder of Charted Path, a performance consulting firm for staffing companies, with over 25 years in the industry. Over the last 12 years he has worked with more than 125 staffing firms in every major vertical ranging in size from start-up to $600 million focusing on leadership team development and organizational improvements. In addition, Cleland has worked with private equity firms to assist in the evaluation of potential investments and assisted in post-merger change management initiatives.

His latest book Breaking Through: Leadership Disciplines from Top Performing Staffing Firms was co-authored with Barry Asin, President of SIA, and released in 2018 as a follow-up to Behind the Wheel: Driving Excellence in Staffing Operations. In addition to his extensive consulting experience, Cleland leverages his background as president of a $60M IT staffing firm to provide practical advice that minimizes disruption while implementing improvements that allow companies to achieve break through growth.

Joanie Bily
Employbridge

Joanie Bily is a seasoned executive and influential thought leader in the employment and workforce solutions industry, with over 30 years of experience driving growth, innovation, and strategic transformation at globally recognized organizations. An advocate for purpose-driven leadership, Joanie is known for building high-performing teams, driving sustainable growth, and helping individuals and businesses navigate the evolving world of work. Most recently, she served as President of RemX, the professional staffing division of Employbridge, and has held senior executive roles at Monster, Randstad, and Adecco.

Throughout her career, Joanie has led large-scale P&L operations and spearheaded enterprise-wide initiatives including communications, marketing, public relations, and brand transformation. She established and led a research and labor market insights function, positioning organizations as authoritative voices on workforce trends.

A passionate advocate for the staffing and recruiting profession, Joanie has served on the Board of Directors for the American Staffing Association (ASA) since 2018 and was appointed Chair of the Board for 2024. Her leadership has earned industry-wide recognition, including the Employbridge Chip Grissom Leader of the Year Award, and she has been named to Staffing Industry Analysts’ North America Top 100 and Global Power 100 Women in Staffing lists. She is also the recipient of the inaugural World Staffing Summit Award and served on the Board of Directors for Junior Achievement of Georgia.

Joanie is a respected voice on labor market dynamics, workforce strategy, and career development. A frequent keynote speaker and media contributor, she has been featured on Fox Business, CNBC, CNN, MSNBC, and PBS, as well as in major publications including The Wall Street JournalForbesNewsweek, and U.S. News & World Report.

She is the author of Dive In D.E.E.P.: Strategies to Advance Your Career, Find Balance, and Live Your Best Life (2023), and a contributing author to Together We Rise, a compilation of inspirational stories from women leaders.

Corry Doyle
White Wolf Capital LLC

Corry Doyle joined White Wolf Capital in April 2015 as a member of the Advisory Board and became a Managing Director with the firm in October 2015. Corry oversees the firm’s Private Equity Operations group and plays a lead role in managing the firm’s Portfolio Company Advisors. Corry also serves on the board of several White Wolf Portfolio Companies.

Prior to joining White Wolf, Corry worked at Remington Outdoor Company (a Cerberus Capital Management portfolio company), Cerberus Capital Management, and General Electric. Corry graduated Summa Cum Laude with a triple major in Finance, Marketing, and Management from the University of Kentucky where he was a varsity letterman on the football team. Corry is also a graduate of General Electric’s Financial Management Program.

Reginald Greiner
Thornblade Capital

With over 13 years of experience as a managing partner at ThornbladeCapital, a private equity firm focused on the lower middle market, I have successfully led and executed multiple transactions across various sectors, including Telecom, TMT, FinTech, Payments, and Industrial Services. I hold a Financial Modeling & Valuation Analyst (FMVA) certification and a Digital Marketing certification from HubSpot, as well as an MBA from the University of North Carolina at Chapel Hill and an Executive Management Program from The Wharton School.

My core competencies include CXO positions that have managed through bull and bear markets, new business development, process improvement, merger and acquisition, corporate development, and growth strategy. I am passionate about creating value for my clients, partners, and portfolio companies by providing them with tailored solutions, strategic insights, and operational excellence. As an active board member and advisor for several companies, I leverage my extensive network and industry knowledge to help them achieve their goals and objectives. My mission is to empower and enable lower middle market businesses to grow and thrive in a competitive and dynamic environment.

Jim Childs
Child Capital Partners

Coming Soon

Dave MacKeen
Eliassen Group

As the CEO of Eliassen Group, Dave MacKeen leads the company’s strategic direction and drives its ongoing growth. With more than 30 years of experience in the workforce solutions and technology consulting industry, Dave has held several key leadership roles, including CFO and president, before becoming CEO in 2010. Under his leadership, Eliassen Group has secured three private equity partnerships, most recently with Stone Point Capital, positioning the company for continued transformational growth and success.

 

Throughout his career, Dave has earned numerous accolades for his leadership, including being named to Staffing Industry Analysts’ annual Staffing 100 North America list for seven consecutive years, and a total of nine times. In 2022, he was inducted into the Staffing 100 Hall of Fame in recognition of his long-standing impact on the industry. Dave was honored as the 2021 Citizens Middle Market Executive of the Year by the Boston Business Journal. Additionally, he was recently inducted into the Smart Business Boston Dealmakers Hall of Fame in March 2025.

 

Beyond his work at Eliassen Group, Dave is actively involved in several boards and advisory roles. He serves on the Endicott College Gerrish School of Business Advisory Board, St. John’s Prep Trustee Associate Board, and the Executive Board for Van Noy Valor Foundation. Formerly Dave was on the Board of the Bentley Executive Club for 12 years.

Noah Yosif
American Staffing Association

Noah Yosif serves as Chief Economist with the American Staffing Association (ASA). In this capacity, he leads the ASA Research Team, overseeing economic and policy research initiatives which support staffing companies across the United States. He also represents ASA on the Economic Affairs Committee of the World Employment Confederation. Noah previously served as an Economist with both the National Association of Federally-Insured Credit Unions as well as the Independent Community Bankers of America (ICBA). He is a prolific speaker on economic policy issues and is regularly featured within major financial media including Bloomberg, Barron’s, Wall Street Journal, CNBC, Fox Business, Marketplace, as well as Kiplinger. Noah holds an MPA from the University of Pennsylvania, in addition to an MA in Applied Economics and a BA in Economics from the George Washington University.

Steve Norris
TechServe Alliance

A former board member and President of TechServe Alliance, Norris spent 15 years as Co-Owner of a California based IT Staffing and Consulting Firm. He also Co-Founded a Music Distribution company that quickly gained international acclaim, leading to his orchestrating a merger with a global London based brand in 2015. Norris’ successful exit of this venture was finalized in 2022.

Norris started his trajectory in sales, having been the top National Sales Executive for two large companies early in his career. Prior to his time in the IT Staffing Industry, Norris ran a division of the largest Sign & Graphics Supplier west of the Mississippi, specializing in commercial, large-scale technology systems designed to automate complex manufacturing processes.

As a consultant for the TechServe M&A Marketplace, Norris specializes in helping IT and Engineering Staffing company owners identify where and how they can best increase the enterprise value of their organization, provides consultation on strategy and preparations to go to market, and then guides and facilitates towards a successful exit.

As a passion project, Norris launched a podcast called “Better Place Project with Steve Norris” in 2020, which is currently in the top 1.5% of podcasts worldwide. The weekly show shines a light on individuals from every corner of the planet who are doing extraordinary things to help make the world a better place, including sharing their knowledge on how we can be living healthier, happy, more purposeful lives.

Matthew Ripaldi
Talent Groups

Matthew James Ripaldi is an accomplished staffing industry veteran with over 20 years of experience. During his first 18 years in the industry Matthew worked for The Adecco Group, a Global Fortune 500 Company and the world’s second largest staffing firm. Starting off as a Technical Recruiter and quickly finding his passion for the business. This passion combined with a strong work ethic and consistent high-performance helped him excel to seven (7) consecutive promotional opportunities, holding executive leadership roles across eight (8) different industry leading brands; TAD Technical, Adecco Technical, Ajilon ICT, Ajilon Consulting, VendorPass, Modis IT, Modis Engineering and Modis Managed Solutions. Matthew’s vast early experience led to extensive knowledge across contract staffing, direct hire, managed services, project based solutions, onsite MSP programs, payrolling, training and development, and global client solutions.

Matthew then joined Collabera as Executive Vice President in September of 2017 reporting directly to the Founder, Chairman and CEO of this fast growing and industry leading IT Staffing and Consulting Firm. While with Collabera he was part of the Executive Management Team, supported their managed services business unit and launched Collabera’s stand-alone Direct Hire Practice. This role provided him with extensive experience in direct hire, executive search, and global delivery. Closing in on 20 years and learning directly from some of the industries legendary leaders, Matthew then co-founded and launched Simon+James Group, a boutique firm that provided services to start ups on up to the Fortune 500.

As CEO of Talent Group Matthew helps set the strategic direction, continually looks to improve every aspect of the organization, works to drive scalable growth, operates with a collaborative and servant based leadership approach with this team and continues to run his own full desk. Matthew resides in Houston, Texas with his wife and son.

Mark Roberts
TechServe Alliance

Mark Roberts is CEO of TechServe Alliance, the national trade association serving IT and engineering staffing and solutions firms. Roberts is a noted authority and spokesperson on industry trends. Under his leadership since 2003, the organization has expanded significantly moving beyond traditional association offerings creating multiple innovative programs designed to drive member firm growth and profitability. From its unique member-owned insurance programs, M&A Marketplace program to TechServe 360, its newly launched back-office outsourcing service, Roberts has led the organization through its transformation.

Before joining TechServe Alliance, Mr. Roberts was a partner in the Labor and Employment Group of a major law firm and served four years on Capitol Hill. He earned his undergraduate degree from Haverford College and his law degree with distinction from Emory University. Mr. Roberts currently serves as a member of the Labor Relations Committee of the U.S. Chamber of Commerce. He has been repeatedly named to the Staffing Industry 100 List and is a member of the Hall of Fame.

Adam Stern
Capital Growth Partners

Adam co-founded Clarity Growth Partners with Scott Seelbach in 2019. Adam is a seasoned operating executive with nearly 25 years of experience leading the growth, evolution, and ultimate value realization in small to mid-sized founder led companies.

From 2002-2019 Adam was the COO, President, and a principal of Advance Partners, the nation’s leading provider of financial, technical, and strategic support to staffing and recruiting firms around the country. When Adam joined the company, it had approximately 15 people and generated roughly $1 million in annual EBITDA. Adam led the senior management team in the creation and implementation of an aggressive expansion strategy, resulting in significant revenue and EBITDA growth, and employee base growth to nearly 200 people. In 2015, the company was successfully sold to Paychex, Inc. (PAYX) for approximately $300 million. Adam continued to lead the business until 2019.

Adam is also an investor and strategic advisor to Maven Equity Partners, a leading investment fund in the search fund space. Adam was a board member of CarData, a high growth, B2B SaaS company recently sold to Wavecrest Growth Partners.

Adam started his career as an investment banking analyst in New York, providing middle market capital raising and M&A advisory services for Credit Suisse First Boston. From 1995-2001, Adam was the Vice President of Corporate Development for CRS, Inc., a leading provider of outsourced employee relocation and related services. During his tenure, CRS acquired several competitor firms, raised debt and equity capital, and grew annual EBITDA from $1 to $12 million. The organization grew from 50 to more than 400 employees. Adam was then instrumental in the sale of CRS to SIRVA, Inc., the nation’s leading moving and relocation business, at the time owned by Clayton Dubilier & Rice.

Adam holds a B.A. with Honors in American Studies from The University of Texas at Austin, and an MBA from Harvard Business School. He currently serves on the Ohio Board of Trustees of the National Multiple Sclerosis Society, is a member of the Leadership Cleveland class of 2017, and has served on the board of The Gathering Place. Adam lives in Cleveland with his wife and two children and enjoys coaching youth basketball, and clinging to the fantasy that he will someday be the keyboard player in a famous band.

Venu Sangani
Spruce Infotech

As the Founder & CEO of Spruce InfoTech, the company I launched in 2011, I’ve built a comprehensive IT solutions firm that delivers tailored, end-to-end services to meet the unique needs of each client. We specialize in Digital Transformation, Cloud services, staff augmentation, managed services, and enterprise web & mobile application development. Whether we’re working with small businesses or Fortune 500 companies, our dynamic, cross-trained team of experts brings invaluable experience to solve the challenges you’re facing.

With 25+ years of IT consulting experience, I ensure that I’m personally involved in every project to provide the right solutions every step of the way. From staff augmentation to outsourcing, we combine technical know-how with a personalized touch to deliver results that exceed expectations—without any gaps.

Spruce InfoTech’s results speak for themselves: satisfied clients, repeat business, and a remarkable growth of over 900%. Our commitment to excellence has earned us recognition as an Inc. 500 fastest-growing company and one of Philadelphia’s top companies by the Philadelphia 100 Entrepreneur Forum.

But Spruce InfoTech is just one part of my journey. As CEO of Aavalar Consulting Inc., InfoTech Resources Inc., and Spruce Health Pro Inc., I bring the same leadership and vision to every venture, ensuring that each company provides high-impact, high-value solutions across various industries.

Jerry Grady
UHY

Jerry Grady has over 35 years in public accounting and he is the leader of the National Staffing Practice. He manages a team of professionals devoted to providing financial, tax, and business consulting services. He helps companies identify tax savings, improve operating efficiencies, and increase profits, as well as assists clients with corporate growth and business management strategies.

Jerry has been a leader in assisting with all required IT control and risk assessments and manages a team of professionals for IFRS engagements. He performs partner reviews on audited, reviewed, or compiled financial statements for private companies. He provides financial and business consulting services to optimize opportunities for growth and profitability. He implemented the ProfitCents Tool used to analyze a company’s financial ratios against its peers to assist in determining a company’s strengths and weaknesses, as well as other technology tools utilized by the Attest teams to improve efficiency and quality of all attest services.

John Larson
TechServe Alliance

With over 25 years of experience in the IT staffing industry, John provides strategic and operational insight for entrepreneurs. Most recently, John serves as the Pricipal Consultant for TechServe Alliance in their M&A Marketplace services. He previously held executive positions with three different staffing company founders before acquiring and building his own IT staffing company with a partner. They had a successful exit and sold their company in 2019. He has a multi-discipline perspective, having functioned as the senior operations manager and often as an advisor to the company founder.  Prior to the staffing industry, John held various sales positions in the technology industry, starting as a sales rep and rising to Vice President of Sales for a F500 technology company. John has previously served on the Board of Directors for TechServe Alliance.

Jeremy Falendysz
UHY Corp. Finance

Jeremy Falendysz is a Partner, Managing Director, and practice leader of UHY Corporate Finance. Jeremy has extensive Wall Street and middle market investment banking experience, and is a FINRA licensed representative, having earned his Series 7 and Series 63 licenses.

Experience:

  • Over 20 years of investment banking experience:
  • Wall Street and middle-market expertise
  • Completed over 70 corporate finance transactions
  • Representing $60+ billion in total transaction value

 

Engagements include sell-side and buy-side M&A transactions for private/public enterprises and private equity funds, corporate separations, equity/equity-related capital raises (incl. IPO and follow-on issuances), as well as debt capital raises

Clients represent a cross-section of industries, including Automotive/Transportation, Business Services, Consumer Products, Distribution, Energy, Food & Beverage, Healthcare, Industrial/Manufacturing, Real Estate Services, and Staffing

Prior to spending the past 10 years serving middle-market clients, Jeremy spent 10 years working on Wall Street, including as a Vice President in Morgan Stanley’s investment banking division, as well as holding positions within UBS’ M&A group and Deutsche Bank’s energy group

Geoff Goldwater
Acrisure

Geoffrey Goldwater is the Managing Partner of Acrisure’s Mid-Atlantic region.

A graduate and Advisory Council Member of the College of Liberal Arts and Sciences of Villanova University, Geoffrey joined Acrisure as President and CSO of Odell Studner Group, where he provided leadership and strategic vision across the company’s various lines of service. He was awarded Business Insurance Magazine’s 40 Under 40 Award in 2014, and in 2022 awarded The Titan 100, recognizing Philadelphia’s top 100 CEOS & C-Level Executives. Geoffrey is an industry leader at conferences, writes articles and grants interviews to trade professionals, and he serves as a Congressional Workforce Development Committee member.

Geoffrey has been married to his amazing wife Beth for 20 years and they have three beautiful children together.

John McGraw
Access Capital

John McGraw joined Access Capital in 2013 as Senior Vice President. He is responsible for new business origination and business development. His specific areas of expertise include sales, marketing, leadership, strategic planning, and operations.

John’s career in servicing companies in the staffing industry began 20 years ago at Sterling Payroll Finance (a division of Sterling National Bank) and its predecessors, rising to the level of Group Vice President. He has a long record of successfully providing staffing companies with growth capital and business processing services.

John is actively involved in various staffing industry associations such as the New York Staffing Association, the American Staffing Association, TechServe Alliance, and Staffing Industry Analysts. John is an avid runner and an active volunteer and participant in the Fresh Air Fund, a not-for-profit agency providing free summer experiences to urban youth in New York City. He lives on Long Island with his wife and two sons.

Access Capital has partnered with staffing entrepreneurs for 35 years providing strategic growth capital to support their success. Aligning with Access Capital allows staffing firms to focus on scaling their business utilizing flexible and effective financial solutions from Asset Based Lending to Acquisition Financing. Access Capital …For the Life of Your Company!

Paul Mehring
Access Capital

Paul Mehring is the Chief Lending Officer of Access Capital, specializing in overseeing the company’s New Business and Underwriting departments. Paul first joined Access Capital in 1990 and his overall experience in finance spans over 30 years.

Paul has a long record of successfully executing Access Capital’s time-honored tradition of supporting the growth of entrepreneurially run companies in the staffing industry. His objective involves taking the time to fully understand the strategic goals of Access Capital’s clients and leading his team in structuring customized financing solutions that provide the necessary capital to achieve those goals whether through organic growth or via acquisitions.

Paul holds a B.S. in Business Administration and Finance from Villanova University. He proudly serves as an Industry Partner member of the New Jersey Staffing Alliance and is also a member of the American Staffing Association, TechServe Alliance, Staffing Industry Analysts, and New York Staffing Association as well as various credit granting organizations in the New York area. He lives in New Jersey with his wife and children.

Access Capital has partnered with staffing entrepreneurs for 35 years providing strategic growth capital to support their success. Aligning with Access Capital allows staffing firms to focus on scaling their business utilizing flexible and effective financial solutions from Asset Based Lending to Acquisition Financing. Access Capital …For the Life of Your Company!

Patrick Morin
Transact Capital

Patrick Morin is a Partner with Transact Capital Partners, a Richmond, Virginiabased investment banking firm that specializes in mergers and acquisitions of privately-owned companies with enterprise values up to $100MM. Transact serves clients int the multifamily, technology, manufacturing, logistics, financial, and staffing industries.

He was also one of the founding partners of BrightHammer, LLC., a global consultancy engaged by private equity groups, boards of directors, and CEOs to improve the performance of their invested companies. BrightHammer works with select start-ups, growth companies, and turnarounds to stabilize operations and ramp up revenue and employee performance.

Prior to his current engagement, he was seven years as Senior Vice President with Cornerstone Realty Income Trust, Inc., a New York Stock Exchange-traded company that owned and operated over 24,000 apartments.

Before joining Cornerstone, Mr. Morin was with Dale Carnegie Training for five years and was an instructor for almost two decades. He was certified to lead all Dale Carnegie programs, but specialized in The Sales Advantage, LeadershipTraining for Managers, and High Impact Presentations. He was ranked among the top instructors globally and was a member of the elite Global Delivery Team.

While a member of the National Speakers Association, he personally conducted thousands of keynotes and training meetings for businesses, associations, government agencies and community groups. Notable groups he’s addressed include: National Association of Women In Construction, NASA, the National Ground Intelligence Center, DEA, the National Independent Staffing Association, The National Apartment Association, and McDonalds, and the International Council Of Shopping Centers.

Mr. Morin appears on television, radio, and in print as an authority in his field and wrote a weekly column on sales for the Central Pennsylvania Business Journal and www.lendio.com.

In addition to having served on the boards of several local charities including the YMCA and the Franks Foundation, Mr. Morin served on the Board of Directors for Wintergreen Resort for four years.

Michael Napolitano
Citrin Cooperman

Michael Napolitano is a partner with over 25 years of experience providing counsel and services in areas of profit enhancement, budgeting, planning, and compensation restructuring, helping clients to operate more efficiently. As a practice co-leader of Citrin Cooperman’s Staffing Services Practice, Mike has a specialized focus in the staffing industry. He also has deep expertise in the construction industry, advising contractors, developers, and construction products manufacturers. Additionally, he advises clients in technology, health care, food services, manufacturing and distribution, and various professional services firms.

Michael provides a balance of deep industry knowledge and insight, extending his services beyond financial statements and tax returns to help clients understand the impact of their decisions, as well as plan for their future success.

As a partner in valuation advisory services practice, Michael provides fraud and forensic accounting counsel in the areas of business partner disputes, marital dispute resolutions, damage calculations, uncovering hidden revenue, and litigation support. Clients benefit from his extensive experience and knowledge, as well as his strategic approach, which combines identifying clear, concise objectives with efficient follow-through.

Michael frequently speaks and writes on issues related to the construction and staffing industries. He has presented at annual industry conferences held by the New Jersey Staffing Association.

Tony D'Amicantonio
Acrisure

Coming Soon

Kevin Turner
Acrisure

As a Vice President of Acrisure, I provide specialized risk consulting and insurance brokerage services to middle market companies in the temporary staffing industry. I have over 18 years of experience in this field and hold the Certified Insurance Counselor (CIC) credential, which demonstrates my knowledge and expertise in insurance and risk management.

My goal is to develop long-term relationships with forward-thinking clients who understand the value of taking proactive action to manage risk, accelerate growth, and increase profitability. I leverage my skills in employee benefits, new business development, and alternative risk transfer techniques to deliver customized solutions that meet the unique needs and challenges of the staffing sector. I am proud to be part of Acrisure, a leading global insurance broker with a strong commitment to innovation, excellence, and client satisfaction.