M&A
Unfiltered
The Insider's Guide to buying, selling and succession
For Owners & Professionals in the M&A Market, This Half Day Workshop Will Include Panels and Workshops on Both the Buy and Sell Side.
Join industry insiders and experts as they share unfiltered insights, hard truths, and proven strategies to navigate the complex process of buying, selling, and transitioning a business.
Whether you’re planning for succession, preparing for an acquisition, or looking to sell, M&A Unfiltered gives you an exclusive, behind-the-scenes look at the real world of mergers and acquisitions. Don’t miss out on this opportunity to learn from the best in the industry!
Date: April 23, 2025
Time: 8:00 AM – 12:00 PM
University of Miami, Lakeside Pavilion, 1280 Stanford Dr, Coral Gables, FL 33146. Parking in Pavia Garage.
Agenda
8:35 AM – 9:35 AM
Buy Side M&A Strategies for Acquisition and Integration Success
Moderated by Ana Pagliery, Owner of Workforce Dynamics, this panel dives into the due diligence required to operate successfully on the buy side of a transaction and highlights potential red flags buyers must be aware of.
Speakers:
– Ron Krudo
– Athina Filippopoulos
– Nick Rosso
– Roman Krislav
9:40 AM – 10:40 AM
Mastering the Sell Side Process
Moderated by Ron Krudo, Owner of Rightstreet Advisors, the panelists will discuss sell side strategies and requirements to ensure successful transactions and mitigate risk
Speakers:
– Jackie Hodes
– Fred Campos
– Jordan Niefeld
– Evan Levine
10:45 AM – 11:45 AM
Dissecting the Sell Side Process
Speakers:
– Ana Pagliery
10:45 AM – 11:45 AM
Why Deals Die – The Buy Side Playbook
Join our hosts, other guests and some of our panelists as we explore ‘What Kills Deals’ for buyers and self-assess our own businesses through the eyes of a buyer.
Speakers:
– Josh Blum
– Ron Krudo
Josh Blum
Ron Krudo
Jacqueline Hodes
We’re proud to welcome Jordan Niefeld as a sponsor of this event, supporting our mission to bring actionable insights and real-world resources to business owners.
Jordan Niefeld
Associate VP, Investments, Certified Exit Planning Advisor
Meet Our Expert Speakers
Josh Blum
Host, MC and Workshop Facilitator
Master Presenter, Business Advisor, Partner IVOLVE + THRIVE
Josh Blum has worked for nearly 20 years within the professional services and financial services industries and has specialized in retirement planning and lifestyle planning during his career. Josh has experience partnering with thousands of advisors, attorneys and accountants and educating them and their clients on how to successfully implement planning strategies to achieve desired outcomes and how to become trusted advisors to their clients.
For more than a decade Josh has been a speaker and provider of continuing education. Considered a topic matter expert Josh has served as President and Chairman of the Financial Planning Association of Miami and is a published author. Josh currently works directly as an advisor to business owners in his role as Partner at IVOLVE + THRIVE.
Jacqueline Hodes
Host & Panelist
Managing Member at J2advisors
Jackie has years of deal experience allowing her to seamlessly provide her clients with high quality, specialized legal services and strategic advice, including comprehensive deal structuring guidance, and access to a broad range of capital sources and deal resources. Prior to founding J2advisors, Jackie practiced exclusively at large international law firms representing strategic buyers and sellers, private equity fund sponsors, and family offices in complex global transactions with a strong emphasis on groups doing business in the United States, Latin America, and the Caribbean.
Athina Filippopoulos
Panelist
PE Analyst, Equity & Entrepreneurial Economics Specialist, K-2 Ventures Analyst
Athina Filippopoulos is a Greek-American, Private Equity Analyst for K-2 Ventures. Athina supports K-2’s partners in all phases of the M&A process, as she is responsible for networking and business development, financial modeling and analysis, assisting portfolio companies, and investor reporting. Athina has a Bachelor of Science degree in Economics, she is an ACG Palm Beach Network Founding Committee Member, and she is heavily involved with the Junior Achievement of Greater Miami, currently sitting on the Young Professionals Board as the Chair of PR & Marketing. Finally, she is an internationally accredited athlete with a strong sense of ethical competitiveness. Her athletic skillset includes being a Certified Professional Tennis & Pickleball instructor, as well as a Black Belt in Traditional Shotokan Karate.
Ron Krudo
Host, Moderator, Workshop Facilitator
Mergers, Acquisitions, & Capital Sourcing
Ron is CEO of Right Street Advisors where he has the fortune of collaborating with CEOs and founders across a wide range of industries. Right Street focuses on advising sell-side and buy-side mergers & acquisitions and capital sourcing transactions. Right Street’s primary focus lies in assisting businesses in developing organic and inorganic to increase their overall enterprise value before they exit. Ron is passionate about helping business owners maximize the value of their business and their families legacy.
Fred Campos
Panelist
Managing Director, CBIZ
Fred Campos leads Transaction Advisory Services engagement for buy- and sell-side clients. He has more than 20 years of experience in accounting and finance. Throughout his career, Fred has executed on more than 250 transactions that ranged in purchase price from $15 million to more than $1 billion.
Fred has led inbound and outbound cross-border transactions between the United States and countries throughout Latin America. He provides advisory services to strategic and private equity clients on domestic and cross-border transactions.
Prior to joining us, Fred founded and led a boutique advisory services firm focused on mergers and acquisitionsand exit readiness. Earlier in his career, he led the regional transaction practice for a global top tier public accounting firm and established a transaction practice for another global firm, where he also led their Latin America practice. He began his career with a Big Four firm where he spent a year living in Chile. Fred is a frequent speaker at local and national conferences and has been quoted by the Wall Street Journal regarding his insights into the Brazilian M&A market.
David McCombie
Panelist
CEO of McCombie Group, M&A, Florida Attorney
David McCombie is Founder and CEO of McCombie Group, an M&A advisory firm that improves, grows, and sells mid-market companies. He is the author of newly released book, Selling Your Business with Confidence: A Practical Playbook for Mid-Market Owners (Wiley).
A veteran dealmaker, he has personally negotiated billions in transaction value and has been recognized for setting record valuations. Unique amongst advisors, he is a passionate entrepreneur and has also successfully led various private equity investments himself. He currently serves as a Membership Officer of the YPO Miami Chapter and as Chair of the YPO Investment Banking vertical. He is a graduate of Harvard Law School and the University of Miami. In his free time, he enjoys boating with his wife and two daughters on Biscayne Bay.
Ana Alfonso Pagliery
Host, Moderator, Workshop Facilitator
Management Consultant, Due diligence, M&A, Exits
Ana is the President & CEO of WorkForce Dynamics Consulting & TrineVentures. Her experience spans over 25 years in executive level settings working for domestic and multinational businesses. In 2017, Ana launched her consulting practice focused on the M&A space. Since then, she has helped clients achieve business success through clarity of strategy, a broad integration approach and an unyielding focus on post transaction scalability.
Nick Rosso
Panelist
Principal at StoicLane
Nick Rosso is a Principal at StoicLane, a private holding company focused on acquiring and building leading businesses in the finance, insurance, and real estate services industries. As Principal, Nick leads the investment team which has completed over 60 acquisitions since StoicLane’s founding in 2021.
Prior to joining StoicLane, Nick began his career as an investment banking analyst at Wells Fargo Securities in Charlotte, NC, in the Financial Institutions Group. He holds a Bachelor of Science in Finance with a minor in Economics from Wake Forest University and currently resides in Miami.
Roman Krislav
Panelist
Managing Director at Boyne Capital
Roman Krislav is a Managing Director at Boyne Capital. Roman is involved in all aspects of the investment process including sourcing, due diligence and execution of post-closing growth and operations initiatives.
Prior to joining Boyne, Roman spent over 23 years in private equity and corporate finance, including 16 years leading private equity and special situations investments at HIG Capital, where he was a Managing Director. Roman has an extensive track record of partnering with management teams and growing business across a wide variety of industries, including business services, industrials and consumer products.
Roman started his career in Investment Banking and Equity Capital Markets at Goldman Sachs in both New York and London, before serving as a Vice President at Mercantile Capital Partners, a consumer-focused private equity firm. Roman received his BSE and BAS from the University of Pennsylvania (The Wharton School and School of Engineering and Applied Sciences), graduating both magna cum laud, and he received his MBA from Columbia University. Roman has lived in Miami for nearly 20 years, and is married with three teenage children.
Jordan Niefeld
Panelist
Associate VP, Investments, Certified Exit Planning Advisor
Jordan was born and raised in Miami, FL, and worked as a senior tax CPA and forensic accountant for successful business owners with LLCs, S-Corps, and advised High Net Worth families helping to prepare sophisticated tax mitigating strategies and tax prep for 10 years. Jordan joined Raymond James & Associates in 2014 where he became a Certified Financial Planner™ and Certified Exit Planning Advisor where today he works closely with uniquely successful business owners helping to enhance value in their business and advises other High Net Worth families in various financial, investment, and tax planning strategies. Jordan works closely with the Raymond James Investment Banking braintrust and their 700 mid-market specialty sector bankers to help facilitate investment banking capabilities including M&A, debt capital markets and private capital advisory raises. In 2024, Jordan was named as InvestmentNews 40 under 40 rising star and was Advisors Hubs #1 ranked advisor to watch for within solo practices in the country.
He enjoys playing padel, kite surfing around the world, horseback riding, spending time at the beach, and reading WWII history literature.