Events

MACFO’S May Event

“Multi-Faceted M&A Program”

Please join us as our M&A Experts will present:

– The current M&A market –

– The key steps and main challenges of an M&A transaction –

– Important M&A tax considerations –

– Critical integration aspects of an M&A transaction –



We are looking forward to the Mid-Atlantic CFO Roundtable’s next event on May 16. We hope you can join us!

No Cost, 3 CPE Hours

Schedule

8:00 a.m. - 8:30 a.m. - Networking

8:30 a.m. - 11:30 a.m. - Discussion

Meet Our Speakers

Erv Terwilliger • Tower Partners, CEO and Managing Director

Ervin is the Founder, CEO, and Managing Director of Tower Partners. Ervin manages the entirety of the firm’s activities, interacting directly with clients, investors, and Tower Partners’ deal teams. Ervin is a featured M&A expert, providing insight on various U.S. Industry Sectors and the M&A landscape. Ervin has completed over 200 transactions and consulting engagements in the last 15 years and is a relied upon valuation, and business sale expert. Ervin sits on the board of directors for The Maryland Proton Therapy Center and has held multiple director and interim C-level positions. Ervin graduated from the University of Delaware with a Bachelor of Science in Business Administration.

Erik Endler • Tower Partners, Head of M&A and Managing Director

Erik Endler leads Tower Partners’ deal execution teams including, but not limited to due diligence, financial analysis, marketing materials and deal structuring. Additionally, Erik leads the firm’s consumer engagements. Erik has represented distressed businesses, growth companies, sponsor-backed and family- owned businesses. Over his 25-year investment banking career, Erik has completed more than 200 transactions representing over $8 billion in transaction value. Erik is a Chartered Financial Analyst (CFA). He is an active member of the American Bankruptcy Institute and Turnaround Management Association. Erik graduated with highest honors from the University of Notre Dame with a BBA in Finance and Computer Applications.

Pat Isaac • Capital Services, Chief Executive Officer

Pat Isaac is a nationally recognized leader in employee benefits strategy, known for helping CFOs of mid-market and enterprise organizations unlock millions in healthcare savings while enhancing benefit value and mitigating risk. As CEO of Capital Services, a WBENC-certified firm, Pat partners directly with finance and HR leaders to redesign health plans around data, accountability, and transparency—delivering measurable ROI, improved retention, and compliance with emerging fiduciary responsibilities. Her team plays a critical role in M&A transactions by streamlining benefit integrations, reducing liabilities, and increasing EBITDA. With a relentless focus on results and a reputation for integrity, Pat is the strategic ally CFOs turn to when the stakes are high and outcomes matter.

Glenn Solomon • Offit Kurman, Principal

Glenn has served as general counsel to businesses for more than thirty years, representing substantial high growth businesses and their owners from inception to exit, along with start-up businesses which plan to attain high growth. Glenn’s focuses are on mergers and acquisitions, ownership agreements, operational contracts and key employee compensation plans. “BRT” is a core tenet that Glenn introduced into the Offit Kurman Business Practice Group when he led it in recent years. BRT means Business Response Time. Glenn established a guideline that when a client needs a new matter worked on, it must be staffed within 3 hours. BRT is one of the three core components of meeting our clients’ needs, responsiveness, excellence, trust and integrity.

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