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2017 September PD: Mergers and Acquisitions
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When: 09/13/2017
3:00 - 5:00 PM
Where: Newton Marriott
2345 Commonwealth Avenue
Newton, MA  02466
United States
Contact: Alysa Craig
(978) 364-5134

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Running a successful Sale Process: Real Case Studies From Those Involved


This session will feature panelists who have been recently involved in successfully selling companies.  The panelists will discuss the preparations and processes that result in successful outcomes.  Additionally the panelists will compare and contrast these to unsuccessful processes.


Ed Wallack  Treasurer, Sapers & Wallack


Edward L. Wallack, Principal of Sapers & Wallack, specializes in creative methods of designing life insurance and employee benefit programs to help businesses and their key executives solve their unique problems. His areas of specialization encompass wealth accumulation and preservation planning, deferred compensation, and business continuity.

Ed Wallack is an honors graduate of Colgate University and holds a law degree with honors from Suffolk University Law School. Ed joined Sapers & Wallack in 1982 after law school, familiarizing himself with the operations of the entire organization by working initially for each business unit (retirement plans, group benefits, executive benefits, life insurance) before transitioning into a sales role.

Mentored by his father, Norman Wallack and by the current Chairman Bill Sapers, Ed is one of the three principals of Sapers & Wallack. In addition to obtaining the designations of Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®) awarded by The American College, Accredited Investment Fiduciary (AIF®) and Accredited Estate Planner (AEP®), he has also been awarded the CLTCCertified in Long‐Term Care designation and is a Massachusetts Licensed Insurance Adviser. Ed Wallack is a registered representative and an investment advisor representative.



L. Joseph Comeau, Managing Director – Boston, Andersen Tax

Georgetown University, BSBA (Finance and Accounting) 
Boston University School of Law, JD

American Institute of CPAs 

Joe Comeau is the Office Managing Director of Andersen Tax’s Boston office as well as the current national Client Group Leader for the Private Client Services practice. He has over 30 years of experience in serving the financial, tax, investment and estate planning needs of high net worth individuals and their families.

Joe has spent his entire career in New England and has a strong connection with the technology, venture-capital and financial communities there. His experience includes working with companies from small startups to Fortune 500 multinationals. He has extensive experience in bringing valuable business perspective to families and entrepreneurs who may be faced with new opportunities and unfamiliar financial decisions. As a member of a large family of his own, Joe has first-hand experience with family dynamics, which helps him appreciate many of the non-financial issues that challenge his clients as they consider their financial options. Joe’s insightful, businesslike approach helps him provide his clients to find creative, practical and understandable ways to achieve their family financial objectives.

Before joining Andersen Tax, Joe was a Tax Partner at Arthur Andersen, where he worked with successful entrepreneurs, their families and their businesses.



Valentina Midura, Senior Managing Director, BDO Capital Advisors - Ms. Midura is a Co-Founder and Managing Director at BDO Capital Advisors with more than 15 years of investment banking experience. Ms. Midura advises privately-held and family-owned businesses with transaction structures including leveraged recapitalizations, shareholder transitions, management buy-outs, exclusive sales, corporate divestitures and private placements. Ms. Midura has closed transactions in a variety of Industry segments including Manufacturing, Distribution, Specialty Chemicals and Business Services.

Prior to joining BDO Capital, Ms. Midura served as a Director at Andersen Global Corporate Finance, LLP, a middle market investment banking firm.  While at Andersen, Ms. Midura was responsible for developing the firm’s investment banking Products Group where she had a particular focus on clients within the Manufacturing and Distribution sectors.






Registration and attendance at, or participation in, FEI Boston meetings and other activities constitutes an agreement by the registrant to the use and distribution (both now and in the future) of the registrant or attendee’s image or voice in photographs, videotapes, electronic reproductions, and audiotapes of such events and activities by FEI Boston and other third parties, including but not limited the venue, the host city, and the host CVB. Your registration may include technology that monitors your activities throughout the meeting, such as session attendance and booths visited.




In order to receive a refund, all cancellations must be made in writing to prior to 5:00 p.m. Friday, September 22, 2017. We will not refund any cancellations made after the 22nd.


This meeting qualifies for 1.5 CPE credits.


Learning Objectives. Attendees will walk away with knowledge of:

  1. Components of a successful merger/acquisition.
  2. Components of an unsuccessful merger/acquisition.
  3. How to best apply strategies to their own companies and relative situations.


Field of study: Business Management Organization


Prerequisites: There are no prerequisites for this meeting.


Advance preparation: There is no advance preparation require for this meeting.


Type of delivery method: Group-Live


Financial Executives International (FEI) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:


For FEI CPE credits, one credit hour equals 50 minutes according to NASBA guidelines. Some states boards may differ on how many minutes constitute a credit hour. Contact your state board for more information. Available in all State except those that do not accept web-based self-study credits. For more information regarding administrative policies such as complaint and refund, please contact our offices at 978.364.5134.


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