Merger and acquisition activity in the promotional products industry picked up in the latter half of 2021 and hasn’t abated. These strategies will help would-be buyers and sellers make successful deals.
At the beginning of 2020, John Berkowitz was determined to acquire a much bigger company, and it wasn't going well. Then the pandemic set in. But chaos worked in his favor.
Your Panel of Experts:
Trent Bryson, CEO of Bryson, has established success as the head of one of Southern California’s leading insurance brokerage and corporate retirement firms.
Jim Cordova joined Windes in 1991 and has 30 years of experience in public accounting. He is the firm’s managing partner and also serves on the Windes Board of Directors and is a member of the firm’s Corporate Governance Committee.
Jeff Parsell joined Windes in 2007 and is a Partner in the firm’s Audit & Assurance Services department. He has 20 years of experience in public accounting, auditing both private and public companies.
Christy Woods is a Partner in the firm’s Tax department and also the Partner-in-Charge of the firm s Long Beach office. She began her public accounting career in 2006 and joined Windes in 2011.