Mergers & Acquisitions Forum hosted by Citizens Bank

January 31, 2024
You’ve worked hard to get your business where it is today. 
But, what does the future hold? 
Do you have a plan for when it’s time to transition to the next step?
Join Citizens Bank for a panel discussion to explore strategies to preserve your legacy.

Panel consists of the following experts in their fields:
  • LeAnne Foster – LF Advising
  • LF Advising focuses on sell-side and buy-side merger and acquisition services for privately held companies.
  • Mike Wirth – Copper Truss Capital
  • Copper Truss Capital Partners is a private investment firm focused on family and founder owned companies.
  • Eric Strebe – ESOP Partners
  • ESOP Partners helps closely held companies transition to employee ownership and advises existing ESOPs.
  • Eric Olson – AVP of Business Banking at Citizens Bank, panel moderator
Morningstar Golfers Club
S77W26286 Prairieside Dr
Waukesha, WI  53189
Tuesday, March 12, 2024
4:00PM Registration
4:30PM – 6:00PM M& A Panel Discussion

No cost to attend.  Please register by March 4 at
Cheryl Chapman, Community Relations Director, (262) 378-4841