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This guide will walk you through the principles and procedures involved in mergers and acquisitions so you can structure the best deal for your business client. Anticipate and overcome obstacles by identifying areas that commonly pose challenges to these transactions, and gain insights and knowledge that will help you to avoid mistakes and successfully facilitate the process. Order today!
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ERIK L. KANTZ is assistant general counsel for mergers & acquisitions at ATI Physical Therapy, a national healthcare provider operating in 750+ clinics throughout the United States. Mr. Kantz also is counsel to Saul Ewing Arnstein & Lehr LLP in Chicago, where he recently served as vice chair of Arnstein & Lehr’s business group; and currently serves as chair of the Middle Market and Small Business Committee of the Business Law Section of the American Bar Association. Mr. Kantz focuses his practice on middle-market businesses and emerging companies. He primarily represents entrepreneurs, privately-held companies, lenders and investors across several industries, including manufacturing, transportation, distribution, food and beverage, health care, financial and professional services, retail, franchising, construction, and information technology and communications. He counsels these clients on a broad range of issues, including mergers and acquisitions, business organizations and joint ventures, financing and investment, banking, insurance, contract matters, regulatory compliance and corporate governance, and executive management (with an emphasis on growth, employee retention, risk management and succession planning). Mr. Kantz has significant experience representing buyers and sellers, as well as minority owners, management, lenders, intermediaries, and other constituents in the merger and acquisition process and in organizing and structuring companies and ventures at all stages of investment and development.
BRETT M. LARSON is a shareholder with Minneapolis based Messerli & Kramer. He focuses his practice in the areas of corporate organization, reorganization, and succession planning for businesses; and estate planning and asset protection strategies for business owners and high net worth individuals. Mr. Larson's cross-disciplinary expertise enables him to creatively strategize the most appropriate and efficient plan to achieve his clients' personal and business goals. He earned his B.A. degree, summa cum laude, from the University of Minnesota and his J.D. degree from the William Mitchell College of Law.
DANIEL S. WELYTOK is an attorney with the Milwaukee, Wisconsin office of von Briesen & Roper, s.c., where he practices in the areas of taxation, exempt organizations, and business law. He has served in numerous leadership roles in various professional associations, including the American Bar Association's Advisory Committee, articles editor for The Tax Lawyer, and chair of the American Bar Association's Tax Law Committee, Young Lawyers Division. He is also an active member of the Great Lakes Tax Exempt Government Entities Council, where he has served as chair; and as Great Lakes area liaison with the Internal Revenue Service. Mr. Welytok frequently speaks at various local and national seminars; is widely published; and has edited, written, and contributed to a number of law-based books, including Nonprofit Law and Governance for Dummies, Sarbanes-Oxley for Dummies, and The Wisconsin Guide to Nonprofits. He earned his J.D. degree from the University of Wisconsin Law School and his LL.M. degree, with distinction, from the DePaul University College of Law.