Optimal Planning for Successful M&A – Deal & Capital Structure

Virtual Experience Available On-demand

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iGlobal Live Client Event Series in partnership with:

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About the event

This panel will discuss traditional deal structure considerations including asset vs. stock purchase, tax, and leverage, and how to best plan for optimal outcomes, looking at recent evolutions in cap structure, earnouts as well as incorporating capital alternatives such as the sale leaseback. The group will also address evolving trends in leverage and pricing, as well as how each has been impacted by the COVID environment. 

Participating panelists include an independent sponsor, attorney, banker, and sale leaseback expert, providing for a holistic and engaging conversation very relevant to today’s dealmakers.

Key discussion topics include: 

  • Asset vs. Stock Purchase, key elements to consider in purchase price allocation.
  • COVID environment impact on Structure / Valuation / Pricing.
  • Managing a sale leaseback before or concurrent with an M&A process.
  • Independent sponsor approach to cap structure evolution.
  • Other M&A process planning considerations.


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iGlobal Forum Client Event Series

This event is part of the iGlobal Forum Client Event Series, virtual events hosted by iGlobal Forum in partnership with some of the most trusted firms in the industry.

These events are free to attend and bring together thought-leaders, active industry players, and hundreds of attendees in a knowledge exchange that will prepare you for overcoming challenges, improving business processes, and optimizing future opportunities.

  Included is the new segment, Overtime with SLB Capital Advisors, an open discussion forum for attendees to ask questions in a live video chat with panelists.




Scott Merkle

Managing Partner

SLB Capital Advisors

  • Extensive 20+ year real estate background across a wide range of areas including sale leasebacks, build-to-suit capital raising, capital markets, strategic advisory, principal investment and development
  • Scott provides strategic direction, cultivates new and existing client relationships, and oversees execution of transactions for SLB Capital Advisors
  • Prior to co-founding SLB, Scott focused on sale leasebacks at Stan Johnson Company, a leading firm in the single tenant real estate space
  • Previously, Scott was a Managing Director at RBC Capital Markets in the Investment Banking department responsible for capital raises and advisory mandates for public REITs and private real estate clients across the U.S.
  • Scott’s earlier work experience includes five years in real estate development along with two years in real estate investment banking at First Union Securities, a predecessor to Wells Fargo



Carr Preston

Managing Director

Akoya Capital

Carr joined Akoya Capital in 2010 as a leader of its transaction team. Over 20+ year principal investing career, Carr has developed an outstanding ability to source, structure, and execute complex transactions. His responsibilities include deal sourcing, transaction execution and post-closing monitoring of portfolio companies he has closed and he has closed numerous investment opportunities across a variety of industries including manufacturing, business services, and consumer products. He has also successfully raised a committed investment fund from 16 institutional investors.

Carr began his career with Chase Manhattan Bank and Freeman Securities. He has held senior positions with the private equity firms Allied Capital and Reliant Equity Investors.

Carr served on the Board of Saint Ignatius College Prep in Chicago. He has a BA in Finance from Morehouse College, a JD from George Washington University, and an MBA from Wharton Business School. Additionally, Carr works closely with our portfolio companies Fresh and Ready Foods and Primetac.




Eric Stetler

Managing Director

DA Davidson

Eric Stetler is a Managing Director in D.A. Davidson & Co.’s Investment Banking group and part of the Diversified Industrials practice. Prior to joining D.A. Davidson, he spent 13 years with Baird in the firm’s Global Industrial Group, having completed more 80 transactions with disclosed value in excess of $20 billion. Eric leads D.A. Davidson’s Machinery and Equipment practice covering products, equipment, and technology for OEMs, suppliers, and dealers across agriculture, construction, forestry, infrastructure/utility, mining, rail, and specialty vehicles. Eric received a B.B.A. in Accounting, Economics, and Finance from the University of Wisconsin at Oshkosh, where he graduated Summa Cum Laude.


rob bauer

Rob Bauer


Bassett Creek Capital

Mr. Bauer has 18 years of private equity experience and has completed over 30 M&A transactions worth over $3.0 billion in transaction value.  Prior to founding Bassett Creek Capital, Mr. Bauer was a member of the private equity teams at New Stream Capital, Sterling Investment Partners and Piper Jaffray & Co. 



Michael Weiner-1

Michael Weiner


Fox Rothschild LLP

Michael is a member of Fox’s Corporate practice. For more than 35 years, he has represented clients ranging from sole proprietorships to publicly held corporations in a wide variety of industries pursuing transactions including mergers, acquisitions, divestitures, joint ventures and commercial arrangements. With a particular focus on mergers and acquisitions, Michael has represented both buyers and sellers (strategic and financial) in many platform and add-on transactions.

A former co-chair of the Firm’s Emerging Companies Practice Group, Michael also has advised a variety of early stage technology-oriented businesses on capital formation, where he has an extensive background handling private placements, venture capital transactions and public offerings. He has acted as securities counsel for companies subject to the Securities Act of 1933 and the Securities Exchange Act of 1934. Michael often fills the role of an “outside general counsel” for early stage and middle market companies, providing advice on business formation, shareholders, partnership and operating agreements, as well as employment agreements and a wide range of commercial agreements, including licensing, supply and distribution agreements.

Among the transactions in which Michael has participated:

  • Multiple strategic acquisitions by a publicly held human resources service provider of complementary businesses
  • Multiple strategic acquisitions of brokerage firms and investment advisors by publicly owned insurance industry conglomerate
  • Multiple strategic acquisitions by a privately owned highly regulated provider of certification services to the gaming industry as well as outside counsel regarding possible private equity based investment in the company
  • Multiple strategic acquisitions by a private equity backed provider of court-reporting and other litigation support services
  • Multiple transactions by an international private equity fund, including divestitures and recapitalizations
  • Multiple rounds of venture capital financings (both equity and debt), recapitalizations and multiple strategic acquisitions by a developer of network performance monitoring software
  • Multiple rounds of venture capital financings (both equity and debt) and multiple strategic acquisitions by, and sale through an auction process to a strategic acquirer of, a provider of recordkeeping and administrative services for retirement plans
  • Outside general counsel to a privately owned consumer products company following its emergence from bankruptcy and representation of the company in its sale to a private equity fund through an auction process
  • M&A transaction counsel to an animal health clinical research organization in its sale to an international strategic buyer seeking an entrance point to the United States markets
  • M&A transaction counsel to a specialty steel products manufacturer in its sale to a strategic buyer through an auction process
  • M&A transaction counsel to a specialty chemical manufacturer to a private equity backed strategic buyer
  • Counsel to a private equity fund in multiple control investment transactions
  • M&A counsel to a private equity fund in a platform acquisition of a commercial door manufacturer
  • Counsel to an independent sponsor in its initial investment transaction
  • Organization of a commercial real estate joint venture and related refinancing
  • M&A transaction counsel to a multinational owner and operator of electrical supply houses in its purchase of a regional chain of electrical supply houses
  • M&A transaction counsel to a privately owned Internet-based pharmaceutical market research company in its sale to a publicly held multinational media, advertising and marketing conglomerate
  • Formation of a strategic alliance between a multinational pharmaceutical company and a privately owned developer of proprietary drug delivery systems and related licensing and equity investment transactions
  • Formation of a joint venture between a regional hospital system and a publicly owned owner and operator of health care facilities for the development of multiple ambulatory surgery facilities and related private placement

Beyond Fox Rothschild

Michael currently serves on the Board of Trustees for the New Jersey Chapter of the Association for Corporate Growth (ACG) and is chair of ACG-New Jersey at Princeton.

Michael also serves on the Board of Trustees for Save Ellis Island, which is dedicated to the rehabilitation of the unrestored buildings on the south side of Ellis Island.

Michael also serves on the Board of Trustees for Hopewell Basketball Association, a community based recreational basketball organization.

Michael previously served on Law360’s 2016 Mergers & Acquisitions Editorial Advisory Board.

Michael previously served as the president of the Board of Trustees of the Association for Advancement of Mental Health in Princeton and as president of the Board of Trustees of Adath Israel Congregation in Lawrenceville, New Jersey.

For several years, Michael was a member of the Hopewell Township Economic Development Commission.


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