Session: The Add-On Challenge: Successfully Navigating First-Time Seller Transactions

June 11, 202510:45AM - 11:45AMRoom 205AB, Boston Convention & Exhibition Center

The Add-On Challenge: Successfully Navigating First-Time Seller Transactions

The session will focus on portfolio company-specific matters, namely the challenges of successfully navigating add-on transactions with less-sophisticated, first-time sellers and the inherent challenges that can present. The panelists will also discuss structuring, proper usage of third-party advisors, dealing with poor accounting/financial statement issues, and risk mitigation techniques.

Speakers

Nik Shah

Managing Partner & Co-Founder, Cohere Capital Partners

Michael Duffy

Principal, Fort Point Capital

Craig Harasimowicz

Partner, Holland & Knight

Event Info

  • Wednesday, June 11, 2025
  • 10:45AM - 11:45AM ET
  • Room 205AB, Boston Convention & Exhibition Center

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