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Food & Beverage Industry M&A: What to Expect in 2023

About This Webinar

This webinar, hosted by The Food Institute, looked at the major M&A trends in the food and beverage industry and what to expect in the year ahead, featuring presentations by John Siegler of BMO Capital Markets and David Schoeder of The Food Partners.

John Siegler discussed current economic and capital markets issues impacting the M&A market across major food & beverage industry sub-segments, and how both strategic and financial buyers are reacting to this dynamic environment as they assess growth opportunities both organically and acquisitively, and platform investing.

David Schoeder gave an update on M&A in the food retail sector, taking a look at out how the supermarket landscape is changing and what the future may bring for food retailers in 2023 and beyond.

The topics covered in the webinar included the following:

• Current M&A process trends: structures, third party due diligence, valuation analysis
• The impact of tighter credit markets on valuations and deal flow
• The critical role of delivery and its implications for food retailers
• The rise of private equity platform investing
• Thoughts on the robustness of the M&A market for the 2nd half of 2023 and beyond


Sponsored by:

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.

Who can view: Everyone
Webinar Price: Free
Featured Presenters
Webinar hosting presenter
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.
Webinar hosting presenter
Principal - The Food Partners
David Schoeder is the Principal at The Food Partners. David has over 30 years of investment banking experience within the food industry specializing in acquisitions, divestitures, debt restructuring, private placement, and strategic advisory services. He is also a leading national expert on capitalization and governance issues relating to cooperatives and private companies.

In addition, he has extensive experience with the installation of ESOP’s for companies in the food sector. Prior to founding TFP, he served as managing director at both KPMG Retail Ventures and the Cooperative Funding Corp., the investment banking affiliate of National Cooperative Bank.
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