WEBINAR
Uncover M&A Possibilities: Bridge Loans and Deal Creativity
Oak Street Funding with MarshBerry
Webinar Information:
Ever wonder how you can use non-traditional deals to grow your business through all stages of M&A activity? Join Adam Farag, Strategic Markets VP at Oak Street Funding, and Rob Madore, VP of Financial Advisory at MarshBerry, as they discuss the current market environment and its impact on sellers and buyers, bridge loans, dividend recapitalizations, and deal makeup.
Gather key insights on:
Deal activity in the new rate environment
Consistency as a key for sellers
What to avoid when preparing to sell
Meet the Speakers
Adam Farag
Strategic Markets VP, Oak Street Funding
Adam Farag
Strategic Markets VP, Oak Street Funding
Adam Farag brings to Oak Street Funding 15+ years of experience in banking, specializing in business lending. He has successfully advised hundreds of business owners, helping them expand and thrive. Since 2017, he has secured over $300 million in capital for wealth advisors for acquisitions, succession planning, and debt restructuring.
Rob Madore
Vice President of Financial Advisory, MarshBerry
Rob Madore
Vice President of Financial Advisory, MarshBerry
Rob Madore is a Director at MarshBerry, specializing in wealth management and financial technology. Rob closely partners with firm founders, board members, and executive teams, providing strategic guidance to maximize enterprise value, secure growth capital, and facilitate ownership transitions. He is recognized for his expertise in advising premier wealth management firms through complex transactions, including mergers, acquisitions, internal succession, shareholder planning, minority recapitalizations, and strategic capital initiatives.
Oak Street Funding is not affiliated with Marsh, Berry, & Co. LLC or its affiliates.
