Crowe Expertise Week session recordings

This session includes an overview of the U.S. economy’s current state and the outlook for the balance of 2023, plus a briefing on the current state of the U.S. bank credit markets.

By the end of this session, participants will be able to:

• Describe the current state of the U.S. economy
• Discuss the outlook of the U.S. economy for 2023
• Discuss the current state of the U.S. bank credit markets and how lenders are evaluating existing and new lending arrangements

Speakers:

• John Kurkowski, Managing Partner, Private Equity, Crowe
• Michael Gregory, Deputy Chief Economist, BMO Capital Markets
• Giulio Camerini, Principal, Financial Services Consulting, Crowe
• Steve Krase, Principal, Financial Services Consulting, Crowe

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In this session, our specialists discuss tax strategies for transactions in the current economic environment and considerations of recent tax reform.

By the end of this session, participants will be able to:

• Identify common risk assessment considerations in tax due diligence and structural tax considerations for transactions in the current economic environment
• Explain the impact of tax reform on current transactions and on their existing managed PE portfolio

Speakers:

• TJ Brecht, Partner, Tax, Crowe
• Jon Klunk, Partner, Tax, Crowe
• Hal Brown, Tax, Crowe

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In this session, our specialists cover how to prioritize value creation through operational and technology levers during uncertain economic periods.

By the end of this session, participants will be able to:

• Identify key supply chain and sourcing levers to consider in the current economic environment
• Explain the levers management should prioritize to drive inventory management for portfolio companies experiencing volume downturns
• Discuss strategies to rapidly drive operational insights using technology

Speakers:

• Doug Schrock, Principal, IT Advisory Leader, Crowe
• Wil Knibloe, Principal, Advisory, Crowe
• Stephen Wiley, Principal, Advisory, Crowe

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In this session, our specialists discuss how to evaluate transactions during uncertain economic periods.

By the end of this session, participants will be able to:

• Describe due diligence considerations when evaluating targets in turbulent economic periods, primarily related to the sustainability of cash flows
• Prepare their portfolio company management for a sales process
• Evaluate and consider methods to streamline the portfolio company sales process
• Identify methods to smooth the current representation and warranty insurance (RWI) underwriting process and current issues in an uncertain but maturing RWI market

Speakers:

• John Grivetti, Partner, Advisory, Crowe
• Tim Grosso, Senior Vice President, Euclid Transactional

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