Trends in Mergers & Acquisitions - What Do Owners, Leaders, & Board Directors of Privately-Held and Family Owned Businesses Need to Know

Overview

The “to do”-list of today’s private company board keeps getting longer with the emergence of new technologies, shifting regulatory winds, and dynamic geopolitics. The one constant among all the change is planning for and governing growth. For many companies, that means mergers and acquisitions. This event brings together experts experienced in both the practice of M&A and those who have transacted to provide a look into the current outlook for M&A and discuss best practices that board directors and owners should consider when embarking on this strategy.

Beer, wine, and hors d'oeuvres will be served. Please register soon since there is limited space!

Agenda:

• 4:30-5:30 Check-in & Networking with Light hors d'oeuvres
• 5:30-6:45 Panel presentation & Discussion
• 6:45-7:30 Networking with hors d'oeuvres

Parking Information:
Free parking available.

Registration 

$25 Member (Includes one Guest at no charge. Please use code "MemberGuest".)
$40 Non-Member

$0 KPMG-Raleigh Guest
Email [email protected] for discount code.

Register

Speakers

Christie is a member of the firm’s Corporate practice group. She focuses primarily on mergers and acquisitions, representing corporate and private equity clients in M&A transactions on both the buy-side and sell-side. Christie also regularly represents investment funds in co-investments and fund investments. To round out her corporate practice, Christie serves as outside counsel to emerging companies and assists with private equity and venture capital financings, commercial contracts, and general corporate matters. Christie has experience representing clients of a variety of sizes and in a variety of industries, including software and technology, life sciences, biotechnology, financial services, and waste management.

Christie received her J.D., magna cum laude and Order of the Coif, from Wake Forest University School of Law. She received her B.S. in Business Administration from Kenan-Flagler Business School at the University of North Carolina at Chapel Hill. During law school, Christie served as an editor of the Wake Forest Law Review.

CPA with 30 years of experience providing assurance and advisory services to industry leading organizations. I currently serve as Office Managing Partner of KPMG's Raleigh Office and also as KPMG's Healthcare and Life Sciences Practice Leader for the Southeastern US. My experience encompasses financial statement audit, internal control audit, risk assessment, due diligence, financing, merger & acquisition, reimbursement and financial analysis services.

Mike Moyer is a Senior Vice President, Wealth Strategies Advisor with Bank of America Private Bank in Raleigh, North Carolina. Mike works with high-net-worth individuals, families and business owners, providing them with multigenerational planning advice designed to help preserve and protect their wealth. He seeks to understand clients’ personal and business goals and to provide customized service and solutions to help clients achieve their dreams and vision for family legacy planning and/or business transition planning. 

Mike has over fifteen years of experience in advising families of significant wealth. From 2009 to 2016, he practiced law with firms in Philadelphia, New York and New Jersey. As an attorney, Mike focused his practice on sophisticated estate and trust planning, business succession planning, and tax for high-net- worth clients, often focusing on planning for owners of closely held businesses and significant real estate investments. He was frequently engaged in multigenerational planning, including sophisticated lifetime trust and entity planning, and involvement with family office structures. Prior to joining Bank of America Private Bank in 2024, Michael served as a senior vice president, senior wealth strategist for nearly eight years with a national bank and trust company headquartered in Pennsylvania, advising clients with respect to their business transition planning, wealth planning, and estate and trust planning.

Mike earned his LL.M. in Taxation and specialization in estate planning from Temple University Beasley School of Law, his J.D., cum laude, from Duquesne University Kline School of Law, and dual B.S. and B.A., cum laude degrees from the University of Pittsburgh.

Mike is admitted to practice law in North Carolina, New York, New Jersey, and Pennsylvania as well as the U.S. Tax Court. He is a member of the North Carolina State Bar Association and its Estate Planning & Fiduciary Law section. Mike also serves on the Board of the Wake County Estate Planning Council, and is a member of the Philadelphia Estate Planning Council.

Giles is the Founder and Strategic Advisor of Big Ripple Innovations, a consulting firm helping entrepreneurs achieve success across a range of industries and stages. Until recently, Giles served as Chairman and CEO of BioResource International (BRI), a Durham-based agricultural biotechnology company that he founded, grew and sold to a strategic buyer in February 2024.

While holding a number of undergraduate and graduate degrees in Microbiology from NC State University and Emory University, and MBA from Duke University, what Giles has learned from his 25 years of running and ultimately selling a business is that real life is a much better teacher than anything you can get from a book (although books have value too!).

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