Becker LLC
2025 Buy Side
M&A Summit

Capturing Seller Good Will: An In-Depth Examination of Best Practices for Diligence and Integration of Customer Relationships and Talent

The Founders
Location
Speakers
Agenda
Sponsors
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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 seventy Mergers & Acquisition deals in the last four 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.

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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.

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Our Speakers

Martin L. Borosko
Becker LLC
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Mike Alam
Allied Resources Group
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Jeff Bowling
Scale Advisory
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Mike Cleland
Charted Path
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Susan C. Dietrich
TOPS Staffing LLC
View Bio
Corry Doyle
White Wolf Capital LLC
View Bio
Deepak Gupta
EmployBridge
View Bio
Jeff Haithcoat
Vaco
View Bio
Matt Lyon
Talent Launch
View Bio
Rishabh Mehrotra
Avionté
View Bio
Steve Norris
TechServe Alliance
View Bio
Matthew Ripaldi
Talent Groups
View Bio
Mark Roberts
TechServe Alliance
View Bio
Adam Stern
Clarity Growth Partners
View Bio
Cynthia Umscheid
Umscheid Consulting
View Bio
Ron Walters
3Humans
View Bio
Sarah L. Davis
Becker LLC
View Bio
Jeremy Falendysz
UHY Corp. Finance
View Bio
Geoff Goldwater
Acrisure
View Bio
John McGraw
Access Capital
View Bio
Paul Mehring
Access Capital
View Bio
Patrick Morin
Transact Capital
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Michael Napolitano
Citrin Cooperman
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Kent L. Schwarz
Becker LLC
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David Searns
Haley Marketing
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2025 Summit Agenda

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

Welcome & Opening Remarks
Martin L. Borosko, Managing Member, Becker LLC and Michael Bartels, Chief Development Officer

Grand Oaks A & B
Your hosts Martin Borosko and Michael Bartels will set the stage for the Summit by exploring the conference theme, highlighting potential key

1:35 – 2:35pm

State of the Staffing Industry
A Conversation with Mark Roberts, CEO from TechServe Alliance and Rishabh Mehrotra, CEO from Avionté

Grand Oaks A & B
Martin Borosko will moderate a conversation with Mark Roberts about their expectations
for the industry in 2024.

2:45 – 3:45pm

Panel Discussion
“Are You Treating Customer Due Diligence as its Own Discipline? “

Grand Oaks A & B
Panelists:

  • Jeremy Falendysz, Partner and Managing Director, UHY Corporate Finance
  • Paul Mehring, Chief Lending Officer, Access Capital
  • Cynthia Umscheid, Founder, Umscheid Consulting


Moderated by David Searns, CEO, Haley Marketing
David Searns will moderate a discussion about the importance of treating customer due
diligence as its own discipline. Panelists will discuss, among other topics, the best
practices for:

  1. Designing the diligence team and diligence plan,
  2. Negotiating the scope of the customer diligence with the Seller,
  3. Determining the right method of communicating with Seller’s customers,
  4. Determining the right questions to ask the customers,
  5. The financial data to request about customer relationships, and
  6. Structuring interviews of Seller’s client service team.
3:55 – 4:55pm

Panel Discussion
“The Modern Trend – Moving Beyond Superficial Diligence about Culture Fit”

Grand Oaks C & D
Panelists:

  • Mike Cleland, Founder, Charted Path
  • Corry Doyle, Managing Director, White Wolf Capital
  • Jeff Haithcoat, Vice President M&A, Vaco
  • Matt Lyon, Chief Development Officer, Talent Launch


Moderated by Jeffrey Bowling, Founder, Scale Advisory
Jeffrey Bowling will moderate a panel discussion about the modern trend toward taking
a deeper dive in diligence about cultural fit.

5:05 – 6:05pm

Panel Discussion
“Best Practices for Integrating Sales and Recruiting Talent”

Grand Oaks A & B
Panelists:

  • Mike Alam, Chief Strategy Officer, Allied Resource Group
  • Susan Dietrich, CEO, TOPPS Staffing LLC
  • Matthew J. Ripaldi, CEO, Talent Groups


Moderated by John McGraw, Senior Vice President, Access Capital
John McGraw will moderate a panel discussion detailing the best practices for integrating
sales and recruiting talent.

6:30 – 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 – 9:30am

Panel Discussion
“Capturing Revenue Synergies: Turning the Unicorn into Reality”

Grand Oaks A & B
Panelists:

  • Corry Doyle, Managing Director, White Wolf Capital
  • Geoff Goldwater, Mid‐Atlantic Managing Partner, Acrisure
  • Deepak Gupta, M&A Advisor & former Chief Corporate Development Officer at
    Employbridge


Moderated by Martin Borosko, Managing Member, Becker LLC
Martin Borosko will lead a panel discussion about identifying, evaluating and capturing
revenue synergies.

9:45 – 10:45am

Concurrent Session One: Industry Acquisitions 101
“The Anatomy of an Acquisition”

Grand Oaks A & B
Panelists:

  • Michael Napolitano, Partner, Citrin Cooperman Advisors
  • Kent L. Schwarz, Partner, Becker LLC
  • Adam Stern, Partner, Clarity Growth Partners
  • Ron Walters, Sr. Managing Partner, 3Humans


Moderated by Patrick Morin, Partner, Transact Capital.
Patrick Morin will moderate an interactive discussion between the panel and audience
about the anatomy of an acquisition. Topics will include an overview of the process and
discussions about key elements of pre‐LOI diligence, the valuation of the target,
negotiating and structuring economic terms, and how to deal with known risks.

9:45 – 10:45am

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

Grand Oaks C & D

Moderated by Martin L. Borosko, Managing Member, Becker LLC
Martin Borosko will lead an interactive discussion between the PE Firm and large strategic
acquirer’s at the Summit about their experience implementing he best practices discussed
in the various panel discussions and the lessons they have learned in capturing Seller’s
Good Will

11:00am – 12:00pm

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

  • Jeremy Falendysz, Partner and Managing Director, UHY Corporate Finance
  • Kevin Turner, Vice President, Acrisure

Information Technology

  • Patrick Morin, Managing Member, Transact Capital
  • Steve Norris, M&A Consultant, TechServe Alliance

Healthcare

  • Valerie Peer ‐ Nixer Comp
  • Adam Stern – Clarity Growth Partners

Professional Staffing

  • Tony Nunez & Michael Napolitano ‐ Citrin Cooperman Advisors
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 and Rob Schild from Nixer Comp are
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.

Register Today

Our Sponsors

Conference Founder

BECKER LLC logo

Platinum Sponsors

Nixer Comp logo

Gold Sponsors

Access Capital logo
Avionté logo
Citrin logo
Transact Internal logo
UHY logo

Silver Sponsors

Daxtra logo
Register Today
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Site Credits
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.

Mike Alam
Allied Resources Group

Mike Alam is Chief Strategy Officer of Allied Resources Group, a well-respected parent company to an enterprise of organizations that provide niche services to clients in critical infrastructure. Since 2019, he has been an instrumental part of the company, overseeing mergers & acquisitions, corporate development, and financing activities. Mike also boasts ten years of accumulated experience in leadership roles at Marshall & Illsley (now BMO) and PNC Bank, which has enriched his extensive knowledge of strategic decision-making, team management, and driving successful business growth.

This unique culmination of expertise is what plays a crucial role in acquiring new business opportunities, as evidenced by ARG’s success in securing two new companies since his tenure began in 2019. Mike is known for his approachable leadership style, fostering an environment where employees feel comfortable and encouraged to share their ideas, promoting effective collaboration within the team.

Jeff Bowling
Scale Advisory

A 28-year veteran of the staffing and recruiting industry, Bowling is the founder and former CEO of the healthcare staffing firm The Delta Companies (TDC). Over 19 years, Bowling grew the award-winning business, eventually selling in 2014. Bowling remained CEO for three years after selling the company. In addition to his TDC board seat, he quickly found himself on four other boards of human capital-related businesses.

In addition to the board work, Bowling began advising companies looking to scale their businesses. One of his clients, a Silicon Valley tech company called Doximity, convinced him to get back into operating a recruiting and staffing company they were acquiring.

In April of 2020, Bowling took over the company now known as Curative. He sold off divisions, focused the organization on physician staffing and recruiting, and tripled the revenue in three years despite a COVID dip. He left Curative better than he found it in March of 2023.

Today, Jeff is back to sitting on boards, investing in staffing and staffing-related companies, and doing occasional advisory work. Bowling especially enjoys advocating for and supporting the industry through his board member and officer seat with the American Staffing Association.

Jeff is a proud born and raised Texan, now splitting his time between Dallas and the Florida Keys with his wife, Daniella.

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.

Susan C. Dietrich
TOPS Staffing LLC

Susan Dietrich is a principal owner of TOPS Staffing LLC, AllTek Staffing and Resource Group Inc., e-Staff Search Group, AccountStaff Inc., Sterling Office Professionals, Proxy Legal Staffing & Search Group, AllTek Properties and TVS Inc.​

She began the western chapter of the Pennsylvania Staffing Association, an ASA-affiliated chapter, and served as its president for three years. Dietrich also has served on the ASA chapter leadership council and the chapter past presidents committee. She is now lifetime Chair of the ASA PAC Committee.

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.

Deepak Gupta
EmployBridge

Deepak Gupta is a proven leader with deep expertise in M&A and corporate strategy currently serving as an M&A advisor. Deepak’s notable career spans over 30 years where he has leveraged his expertise in more than 40 acquisitions and divestitures valued at over $8 billion. Deepak has a broad base of investment banking, private equity, and industry experience in staffing, renewable energy, environmental services, electric power, telecommunications, and retail.

Deepak Gupta most recently served as EmployBridge’s Chief Corporate Development Officer responsible for the full M&A deal life cycle, including sourcing, diligence, structuring, contract negotiation, and more. At EmployBridge, Deepak led its largest transformational acquisition of BlueCrew pivoting the business to a digital first platform. EmployBridge is a leading light industrial temporary staffing company owned by Apollo, one of the largest global private equity firms.

Prior to Employbridge, Deepak was at Covanta, a publicly traded company providing sustainable waste to energy and environmental services solutions where he led Corporate Strategy & M&A. During his tenure there he achieved significant EBITDA growth through the revision of the company’s strategic growth plan and executing on transformative and roll-up acquisitions. Deepak ultimately led a $5.5 billion go-private transaction in 2021 to EQT, a global private equity firm, resulting in a 50% stock price premium for its shareholders.

Deepak’s experience also includes working at Nesbitt Burns Securities, a subsidiary of the Bank of Montreal where he provided M&A , capital markets advisory, and working a principal in the bank’s private equity group. Deepak holds an MBA from New York University, Leonard N. Stern School of Business, and a B.S in Mechanical Engineering from the New Jersey Institute of Technology.

Jeff Haithcoat
Vaco

Jeff joined Vaco Holdings in 2012 and, as current Vice-President of M&A, is responsible for all corporate development functions. Jeff has been instrumental in the almost 20 acquisitions to date across all Vaco Holdings brands.

Vaco Holdings is a professional services firm that focuses on finance & accounting and technology solutions for its clients in the areas of talent solutions, consulting and managed services. Prior to Vaco, Jeff spent over 10 years in the political fundraising arena including stints at both the national party and on a Presidential campaign. He resides in Nashville with his wife and 2 middle school aged boys.

Matt Lyon
Talent Launch

Matt Lyon, MBA, CPA, is known to be an energetic, entrepreneurial, and results oriented financial executive that “Makes It Happen”. Matt is a staffing veteran who started in the industry with Talentlaunch in 2004 as its Chief Financial Officer and shareholder. He has been involved in many aspects of Talentlaunch’s growth from a small local staffing business to the national network of companies that it is today. The company is ranked on the Inc. 5000’s fastest growing companies list and is also ranked as one of the largest staffing firms in the U.S. by Staffing Industry Analysts. Talentlaunch is the second company that Matt has played a key role in growing from an incubation/small size to a larger company with impressive industry impact. Matt leads all financial and acquisition related operations for the company and also supports legal, risk management and human resource matters.

From 1992 to 2003, Matt held several key positions at Technical Consumer Products, Inc., including Director, VP of Finance and Operations, Treasurer and shareholder. Matt was involved in many aspects of growing the business from inception to approximately $150 million in sales in approximately 9 years. From 2000 to 2002 Matt was the main driver to the company’s Initial Public Offering (IPO) process with the SEC in the steps of taking the company public. Prior to this, Matt spent 10 years in public accounting as a Senior Manager with KPMG (Cleveland) and Grant Thornton (Cincinnati) and was responsible for some of the largest clients served by those accounting firms.

Rishabh Mehrotra
Avionté

As CEO of Avionté, Rishabh is focused on helping customers succeed through thought leadership, innovation and service excellence. A serial entrepreneur and seasoned CEO, Rishabh has successfully led technology-enabled businesses in payroll, benefits, and healthcare services with leading US and international private equity funds.

Rishabh previously served as Director and CEO for Ascender HCM, a leading payroll and HCM provider in Australasia, where he led the acquisition and transformation of the business. He was a member of the Executive Advisory Council for CVC, a multi-billion global tech private equity fund, most recently serving as Executive Chairman for BoltInc. He is the co-founder & former Executive Chairman of Kinela and serves as a Strategic Advisor to Pharmacord. Rishabh was a General Partner at Archer Capital, a $3 billion private equity fund where he served as Chairman of the Board of Supercars and was a Director of HealtheCare. Rishabh served as the CEO of SHPS, Inc., a leading private-equity backed provider of HR outsourcing, benefits management and consumer-driven health plans, CEO of Landacorp, a private equity backed medical management software business. Prior to SHPS, he was co-founder and CEO of Abilizer Solutions, a pioneering portal software firm focused on innovative employee benefits (sold to BEA).

Rishabh is a graduate of Tufts University and holds a Master of Business Administration degree from Harvard Business School. Rishabh brings vast experience in technology leadership, acquisition, growth strategy, and HCM to Avionté.

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.

Cynthia Umscheid
Umscheid Consulting

Cynthia is an independent consultant with a career spanning 20 years, specializing in utilizing primary research to inform client strategy. With a wealth of experience across various industries, she has conducted hundreds of interviews that have informed acquisitions and overall business strategies for her clients. Prior to branching out on her own, Cynthia served as a Senior Principal in the Private Equity Practice at The Parthenon Group (now Parthenon EY), where she led due diligence projects for Private Equity firms.

Cynthia is an alumna of Amherst College and the Tuck School of Business at Dartmouth College. Outside of work, she enjoys skiing, playing golf, and spending time outdoors with her husband and 17-year-old twins.

Ron Walters
3Humans

Ron is an accomplished and recognized executive leader in Staffing, Executive Recruiting and RPO industry who helps founders, owners and senior leaders create value through the development of sustainable results. He provides services to companies and individuals that are high performers, entrepreneurs and C-Suite executives seeking to enhance performance and effectiveness, deliver better results, facilitate strategic change, and navigate organizational transitions.

Focusing on People, Process, and Technology, he provides a variety of services to organizations to accelerate growth, increase margins and profitability, reduce costs, expand solution offerings, increase operating efficiency, enhance sales and operations scalability, improve visibility, enhance technology as a solution enabler and evaluate key cashflow drivers.

In addition to his professional experience, he is also committed to making a positive impact in his personal life. He is actively involved in causes that promote awareness of individuals with intellectual and developmental delays, such as the Down Syndrome Association of Greater Toledo and Dance, Move & Groove which encourages fitness for individuals with intellectual and developmental delays. Ron also supports the arts and assists Toledo School of the Arts through their Development Board. He supports organizations like the Leukemia & Lymphoma Society and Habitat for Humanity, which are dedicated to improving the lives of others.

Overall, his expertise, passion for people, and commitment to making a difference make Ron an ideal Business Coach for organizations looking to refine, develop and implement management systems/programs with sustainable results.

Sarah L. Davis
​Becker LLC

Sarah L. Davis is Of Counsel with the firm. As part of the Staffing team, Sarah regularly participates in all aspects of the staffing industry transactions handled by the firm, including due diligence and negotiation, structure and preparation of key transaction agreements and ancillary documents. Sarah is a contributor to legal and business publications and lectures on emerging issues impacting the Staffing Industry.

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.

Kent L. Schwarz
​Becker LLC

Kent L. Schwarz is a member of the firm and, in addition to being a member of the Staffing team, serves as the chair of both the Firm’s Tax and M&A Groups.

Kent has experience in all aspects of federal and state taxation, including advising on domestic and international corporate transactions, tax-free reorganization, executive compensation, and tax controversy matters. Kent regularly acts as lead counsel in significant Staff Industry acquisitions as well as business sales to both strategic and private equity buyers. He also has significant experience assisting Staffing clients with business structures and access to capital, compensation strategies, plans and policies, and the structure and content of client and business-critical contracts.

In addition to his Masters in tax law, Kent holds a license as a Certified Public Accountant in North Carolina

David Searns
Haley Marketing

David Searns is Co-CEO of Haley Marketing, a content, digital marketing, and web design firm that focuses exclusively on the staffing and recruiting industries.

For the past 28 years, David and his team have helped staffing companies to stand out from the competition, improve recruiting response, increase sales productivity, and stay top-of-mind with employers and talent.

Haley Marketing and their sister company Recruiters Websites offer website design, blogging and social media, job advertising management, email & direct mail marketing, SEO and PPC, reputation management, strategy development and creative services.

Prior to forming Haley Marketing, David was Director of Marketing for a Western New York temporary staffing and direct placement service. He holds an MBA from the Wharton School of the University of Pennsylvania and a Bachelor’s in Management Information Systems from Clarkson University.