From processing and manufacturing to production and distribution, we’ll give you the advice you need to maximize the value of your company when it comes time to sell.
Morgan & Westfield serves as a trusted partner to plumbing and HVAC businesses, mechanical and commercial contractors, and other home service enterprises looking to sell.
The relationship between acquirer and seller is a complex one in the field of M&A. Join us for a chat between friends and colleagues Michael Frankel and Jeff Wald as they discuss M&A from the point of view of an acquirer vs. a seller, the importance of the seller’s message to employees informing them of the acquisition and through the transition, firsthand stories of the importance of managing integration, and the differentiation between managing a large-scale organization vs. an early-stage company.
Founder and Managing Partner of Trajectory Capital
Michael Frankel is co-founder and managing partner of Trajectory Capital and president & CFO of Trajectory Alpha, a special purpose acquisition company (SPAC). He has held c-level executive roles (corporate development, strategy/innovation, CFO, COO) at large and small growth companies. Michael has extensive experience sourcing, leading, and negotiating over 110 strategic transactions, as well as integration planning, management, product development, strategic planning, and portfolio management. Michael has served on public and private boards of technology and information services companies. He has written three books and many articles on various aspects of growth and strategic transactions and is a frequent speaker on growth and disruptive innovation. Michael holds a BA, MA, MBA, and JD from the University of Chicago.
Jeff Wald is a serial entrepreneur, board member, best-selling author, keynote speaker, and investor. He c, an enterprise software platform that enables companies to manage freelancers, which he sold to ADP in 2018. Jeff is co-founder and chairman of several technology startups, including Bento Engine (a toolkit for financial advisers), Sonero (an AI tool that provides summaries and action items from meetings), and Spinback, a social sharing platform (eventually purchased by salesforce.com). Jeff is the author of The Birthday Rules and The End of Jobs: The Rise of On-Demand Workers and Agile Corporations. Jeff frequently speaks on startups and labor issues at conferences and in the media. Jeff holds an MBA from Harvard University and an MS and BS from Cornell University.