About
This webinar, hosted by The Food Institute, will look at the major M&A trends in the food and beverage industry in 2024, featuring a presentation by John Siegler of BMO Capital Markets followed by a round table discussion between Siegler, BMO Managing Director and Market Executive of BMO's Food, Consumer and Agribusiness Group Erica Kuhlmann, and Food Institute CEO Brian Choi.

John Siegler will discuss food industry trends impacting M&A, how economic and capital markets volatility is affecting dealmaking across major food & beverage industry sub-segments, and what financial and growth characteristics companies must demonstrate to be valued highly by both strategic and financial buyers as they assess and execute both organic and acquisitive expansion in 2024.

The topics covered in the webinar will include the following:

• Why major CPG acquisitiveness has remained stable in the long term
• The impact of tighter credit markets and inflationary expectations on valuations, deal flow timing, and process execution
• What’s sub-segments are hot and what consumer trends are attracting entrepreneurship and growth investment
• Private equity investing: bolt-ons, platforms, minority investments, corporate carve-outs
• Thoughts on the robustness of the M&A market for the 2nd half of 2024 and beyond

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Sponsored by:

BMO
Food, Consumer and Agribusiness Group

Whether you’re a producer, processor, retailer or distributor every company throughout the food continuum needs a financial partner that understands the factors that impact their business. From emerging consumer trends and industry consolidation, to commodity fluctuations and economic cyclicality, BMO’s Food, Consumer, and Agribusiness Group understands the issues affecting your company and are dedicated to serving the entire food industry – from farm to consumer. To learn more about how we can help, visit commercial.bmo.com/food.

Marcum LLP

Marcum LLP’s Food & Beverage Services group has the perfect recipe of knowledge and service capabilities to help companies stay flexible. Marcum’s professionals provide the accounting, tax, and consulting services so that companies can concentrate on the growth of their business. Marcum serves a variety of food and beverage clients including distributors and manufacturers, importers, restaurant chains, processors and packaging, agribusinesses, and retailers. For more information, please visit marcumllp.com/industries/food-beverage.
Presenters
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John Carey Siegler
Managing Director and Head of Food, Consumer, and Retail Middle Market M&A at BMO Capital Markets
John Carey Siegler is a Managing Director and Head of Food, Consumer, and Retail Middle Market M&A at BMO Capital Markets. Mr. Siegler has been an investment banker for more than 35 years. Prior to his role at BMO, John was a Managing Director at Cascadia Capital, Piper Jaffray, Dain Raucher Wessels and Volpe Brown & Whelen, where he ran each firm’s private placement group and consumer/retail investment banking teams. Additionally, he founded and served as a managing partner for Capital Run LLC, which was merged into D.A. Davidson. Previously he was at Montgomery Securities and Paine Webber, Inc. in San Francisco.

Mr. Siegler has worked as a financial strategic advisor to leading food/beverage, consumer, technology, and retail/restaurant companies. He has advised on IPO’s, private placements, fairness opinions, and merger and acquisition transactions for a broad variety of companies including Nature Nate’s, Harvest Food Group, Qualitek, Three Bears Alaska, Vero Water, Ebbets Field Flannels, Black Bear Diner, Rogue Creamery, Bubbies Mochi, La Tortilla Factory, Mod Pizza, Cabela’s, Organic to Go, Pacific Coast Restaurants, Gart Sports, Wycoff Farms, Cool Cuts 4 Kids, Zoots, LeeAnn Chin, House of Blues, Seattle Hospitality, Image-X, Blue Rhino, Rosella’s Fruit & Produce, Tweeter, Crocs, Guitar Centers, Wild Oats Markets, Rainforest Café, Rock Bottom Restaurants, Cross Town Trader, Nordstrom.com, and WeddingChannel.com.

He graduated from Princeton University in 1977 and the University of Chicago Booth School of Business in 1982.
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Erica Kuhlmann
Managing Director and Market Executive of BMO’s Food, Consumer and Agribusiness Group
Erica T. Kuhlmann is a Managing Director and Market Executive of BMO’s Food, Consumer and Agribusiness Group. The Food, Consumer and Agribusiness Group focuses on building banking relationships with mid market companies in the industry sector. Erica is a thirty plus year veteran of BMO Financial Group, having served in various leadership roles throughout her tenure at the bank.

She has worked with agribusiness companies, branded and private label food manufacturers, front line commodity processors, protein processors, input suppliers, wholesale distributors and grocery chains throughout her career, providing banking services, capital and advice to companies in the sector.

Erica holds a BA from Northwestern University and an MBA from the Booth School of Management at the University of Chicago. She is a board member of IFAMA, the International Food and Agribusiness Management Association, Chicagoland Food and Beverage Network and Naturally Chicago.

BMO is a full-service corporate bank, providing a complete range of financing alternatives tailored to a company’s unique needs, including syndicate loan facilities, working capital financing, capital expansion financing, and asset securitization. The bank provides customized tools and services to manage a company’s day-to-day capital management, including treasury management services, interest rate risk management, foreign exchange and commodity price risk management.
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