Speaking Engagements

The Transaction of a Lifetime - Hosted By Morgan Stanley

October 5, 2016 – Renaissance Woodbridge Hotel - Iselin, NJ

Daniel Kerrigan of MPI will discuss the state of the M&A market and transaction opportunities for the lower middle-market companies.

Speakers: Daniel Kerrigan

The 51st Annual Southern Federal Tax Institute

September 23, 2016 – Grand Hyatt Atlanta in Buckhead – Atlanta, GA

Daniel Kerrigan will offer his perspective on the recently proposed changes to IRC Section 2704, including a review of the potential impact on valuations going forward..

Speakers: Daniel Kerrigan

Northeastern University - College of Business Administration

April 8, 2016 – Northeastern University - Boston, MA

MPI is pleased to be presenting on the topic of "Understanding Family Enterprise" and will be represented by Daniel Kerrigan and Elliot Rotstein.

Speakers: Daniel Kerrigan and Elliot Rotstein

Tech Leaders of Delaware Valley

March 17, 2016 – The Doubletree Hotel - Mount Laurel, NJ

MPI is pleased to be presenting at this event and will be represented by Bjørn Midtlyng

Speakers: Bjørn Midtlyng

The UNH Center for Family Business

March 2, 2016 – The Derryfield Country Club - Manchester, NH

MPI is pleased to be presenting at this event and will be represented by Elliot Rotstein

Speakers: Elliot Rotstein

Entrepreneur Seminar: How Much is Your Business Worth?

February 4, 2016 –

MPI is pleased to be presenting at this event and will be represented by Daniel Kerrigan & Mark Lingerfield

Speakers: Daniel Kerrigan & Mark Lingerfield

Recent Blog Posts

Delaware Court Determines ISN Value, Despite Divergent Expert Opinions

The Delaware Court of Chancery recently determined the value of ISN Software Corporation stock to be $98,783 per share, 158% more than the merger price. ISN did not rely on a…

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Fairness Opinions & Their Applications for Closely-Held Entities

In general, a fairness opinion is an analysis conducted by a third party valuation firm or investment bank that assesses whether the terms of a transaction are fair, from a financial…

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MPI Comments on Proposed IRS Regulations

After more than a year of speculation and rumors, on August 4, the Internal Revenue Service (“IRS”) issued proposed regulations under Internal Revenue Code §2704 (the “Proposed…

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2016 Delaware Trust Conference – Delaware Bankers Association

October 25-October 26, 2016 – Chase Center on the Riverfront - Wilmington, DE

Attendees: Dan Kerrigan, Mark Lingerfield & Todd Povlich

ACTEC 2016 Fall Meeting

October 20-October 23, 2016 – Charleston Place – Charleston, SC

Attendees: Mark Lingerfield

Fall Meeting of the Trusts and Estates Law Section – NYSBA

October 6-October 7, 2016 – The Gideon Putnam - Saratoga Springs, NY

Attendees: John Varga & Todd Povlich

National Trust Closely Held Business Association – NTCHBA

October 3-October 6, 2016 – Wild Dunes Resort – Isle of Palms, SC

Attendees: Todd Povlich

American Bar Association - Section of Taxation 2016 Joint Fall Meeting

September 29-October 1, 2016 – Westin Boston Waterfront - Boston, MA

Attendees: Elliot Rotstein

Indiana State Bar Association Annual Meeting

September 28-September 30, 2016 – Indianapolis, IN

Attendees: Tadd Lindsay

2016 ACTEC Connecticut Fellows Reception & Dinner

September 22, 2016 – New Haven Lawn Club – New Haven, CT

Attendees: Elliot Rotstein

The 51st Annual Southern Federal Tax Institute

September 19-September 23, 2016 – Grand Hyatt Atlanta in Buckhead – Atlanta, GA

Attendees: Dan Kerrigan, Mark Lingerfield and Roy Meyers

2016 Mid-Atlantic Regional Meeting – ACTEC

September 16-September 18, 2016 – Hotel du Pont – Wilmington, DE

Attendees: Mark Lingerfield & Todd Povlich

Estate and Business Planning Council of Hartford - EBPC

September 7, 2016 – West Hartford, CT

Attendees: Dan Kerrigan & Elliot Rotstein

University of Kentucky School of Law - 42nd Annual Midwest/Midsouth Estate Planning Institute

July 28-July 29, 2016 – Marriott Griffin Gate Resort – Lexington, KY

Attendees: Tadd Lindsay

Florida Bar RPPTL – 2016 Legislative Update

July 27-July 28, 2016 – The Breakers - Palm Beach, FL

Attendees: Roy Meyers

Florida Bar Tax Section – 2016 Organizational Meeting

July 1-July 5, 2016 – Omni Resorts Amelia Island Plantation – Amelia Island, FL

Attendees: Roy Meyers

CFMA's Annual Conference & Exhibition

June 25-June 29, 2016 – JW Marriott San Antonio Hill Country Resort & Spa – San Antonio, TX

Attendees: Roy Meyers