Description
General Session #2 – Second Time’s the Charm: How to Close the Deal After a Failed Exit
Failed deals represent costly sunk time - until they become valuable learning opportunities. This panel examines why processes collapse (valuation gaps, diligence surprises, structural issues) and how to reposition assets for successful relaunch. Deal veterans will share hard-won insights on retooling investment theses, rebuilding buyer momentum, and structuring around previous sticking points to maximize second-attempt success. Panelists will address today's complex dynamics and how these factors create both obstacles and opportunities for re-marketed deals.
CPE Credit: 1 - Specialized Knowledge
Date
Tuesday, July 15, 2025
Time
4:20 PM - 5:10 PM (CDT)
CPE Credit
CPE Credit: 1
Location Name
Ballroom 5-6
Speakers
Eric Heath, Managing Director | Bluejay Advisors
Jim D'Alessio, Managing Partner | Pivoting Strategies LLC
Michael Norton, Director | Houlihan Capital
Brian Peiser, Partner | High Street Capital
Brian Steffens, Managing Director | Caber Hill Advisors
Jim D'Alessio, Managing Partner | Pivoting Strategies LLC
Michael Norton, Director | Houlihan Capital
Brian Peiser, Partner | High Street Capital
Brian Steffens, Managing Director | Caber Hill Advisors




