M&A Momentum: What if your next deal created value before day one?
3/6/2026 12:00 PM - 01:00 PM (CT)
The leaders gaining momentum in 2026 aren’t waiting for diligence to start preparing.
They’re strengthening deal posture early — aligning capital strategy, tightening data readiness and building integration plans before negotiations even begin.
Join Wipfli for a candid conversation with seasoned leaders from legal, wealth advisory and private equity who sit at the center of middle-market deal activity every day. Together, they’ll share what they’re seeing in today’s market and how executives can create measurable value before day one.
Meet the panel
This panel brings together three distinct vantage points on middle-market deal preparation — legal structure, capital strategy and private equity investment discipline.
Attorney, Messerli Kramer
Brett advises business owners and executives on transaction structuring, diligence expectations and risk mitigation. He’ll share how early legal preparation strengthens negotiating leverage and reduces late-stage surprises.
Principal, Bernstein Private Wealth Management
Craig works closely with business owners on capital planning and liquidity strategy. He’ll discuss how scenario modeling and financial readiness create flexibility and better decision-making throughout the deal cycle.
Partner, Northern Lakes Capital
Kasey evaluates investment opportunities across the middle market. He’ll offer perspective on what private equity firms assess before formal diligence begins — from operational maturity to data cleanliness and integration signals that influence valuation.
You’ll learn how to:
- Build a pre‑deal posture that increases optionality and valuation
- Evaluate tech stack readiness as a core value driver
- Use buyer/seller playbooks to accelerate time‑to‑value
Certificate of participation and CPE credit
- Each registered person attending the live webinar is eligible to receive a Certificate of Participation / Continuing Professional Education (CPE). *
- To receive a Certificate of Participation / CPE, participants must answer the interactive polling questions presented throughout the webinar; participants will have approximately 30 seconds to respond to the questions.
- This session is eligible for 1 credit. There are 3 polling questions per 1 CPE credit and 2 polling questions for .5 CPE credit. To receive full credit, participants must answer all 3 polling questions.
- Upon receipt, the information will be verified and if accepted, you will receive a Certificate of Participation via e-mail within 14 business days of the webinar presentation. *
- Field of study: specialized knowledge
*PLEASE NOTE:
- Registration is on a per person basis.
- Certificate of Participation / CPE is only awarded to the registered name associated with the link used to log in.
- You must use your personalized link to access the training to ensure that you qualify for Certificate of Participation / CPE.
- Our team will be monitoring the active user lists throughout the training event. If a registrant is on the active attendee list more than once, the additional logins will be removed during the webinar.
National Registry of CPE Sponsors: Wipfli LLP 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: NASBAregistry.org.
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