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Leasing & Financing

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AEC M&A Insights and 2024 Forecast

Now offering CPE credits!

Tuesday, February 20, 2024

2:00 PM – 3:00 PM Eastern

Webinar Details:

Please join First American and Chartwell Financial Advisory for a complimentary, CPE-eligible webinar.  Back by popular demand, we will discuss the present reality of the capital markets and expectations for 2024 valuations.

The session will cover recent macroeconomic events and their impacts on capital markets and the M&A landscape, as well as some deliberately simplified scenarios for forecasting. Topics include current trends in the senior debt market (i.e., spreads and leverage multiples) and other macro-economic factors like inflation and interest rate sensitivity. We will discuss how these factors impact lending, valuation, and the overall private equity and M&A landscape.  Finally, we will walk through a hypothetical December 31, 2023 valuation so you can prepare how these macroeconomic factors and outlook may impact your valuation in order to set reasonable expectations for stakeholders and to help inform capital planning for your firm. 

Attending and completing 3 knowledge checks throughout the webinar will provide 1 CPE credit hour.

Tuesday, February 20, 2024

2:00 PM – 3:00 PM Eastern

Webinar Details:

Please join First American and Chartwell Financial Advisory for a complimentary, CPE-eligible webinar.  Back by popular demand, we will discuss the present reality of the capital markets and expectations for 2024 valuations.

The session will cover recent macroeconomic events and their impacts on capital markets and the M&A landscape, as well as some deliberately simplified scenarios for forecasting. Topics include current trends in the senior debt market (i.e., spreads and leverage multiples) and other macro-economic factors like inflation and interest rate sensitivity. We will discuss how these factors impact lending, valuation, and the overall private equity and M&A landscape.  Finally, we will walk through a hypothetical December 31, 2023 valuation so you can prepare how these macroeconomic factors and outlook may impact your valuation in order to set reasonable expectations for stakeholders and to help inform capital planning for your firm. 

Attending and completing 3 knowledge checks throughout the webinar will provide 1 CPE credit hour.

Featured Speakers

Joe Skorczewski

Joe Skorczewski, Managing Director, Chartwell Financial Advisory

Joe Skorczewski is a Managing Director with Chartwell Financial Advisory. Joe leads Chartwell’s architecture and engineering practice, which has grown to serve more than 100 clients over the years. Much of his professional career has been dedicated to providing independent financial advisory services to boards of directors and ESOP trustees. Joe has worked on many M&A transactions, representing both buyers and sellers. He is passionate about advancing the business of engineering and educating people about the value of employee ownership.

Ryan Rassin

Ryan Rassin, Managing Director, Chartwell Financial Advisory

Ryan Rassin is an investment banker in Chartwell's Corporate Finance group. Ryan leads Chartwell’s Debt Capital Markets practice and focuses on capital markets transactions including the advisory and placement of asset-based revolvers, senior secured cash flow loans, split lien term loans, unitranche structures, second lien, mezzanine, and equity investments for both sponsored and non-sponsored clients. Over his career, Ryan has worked on transactions in support of both growth and value-oriented investment strategies in a wide array of industries with deals closed in the business services, industrial, distribution, healthcare, and technology sectors.

Nick Baxter

Nick Baxter, Vice President, First American Equipment Finance

Nick Baxter works exclusively with AEC firms to develop strategic lease and financing structures for leasehold improvements, technology, geospatial, software, and other fixed assets.

Since joining the industry in 2013, Nick has built personalized solutions for firms looking to maximize tax, accounting, and FAR overhead benefits. Nick is a Certified Lease and Finance Professional (CLFP) and has an MBA in Finance and Competitive Strategy from The Simon School of Business at the University of Rochester.