workshop 1 of 3
A Focused Series Exploring Construction Tech Acquisition & Exit Opportunities.
A virtual workshop designed for leaders in construction technology looking to capitalize on today’s strong market tailwinds. Hear experts break down valuation drivers, strategic buyer demand, and the roadmap to a confident, well-prepared exit.
In this session, you’ll learn how to:
Understand the factors that drive valuation and buyer interest in construction technology.
Identify the legal, financial, and operational elements that shape a successful exit.
Learn how early planning leads to a smoother, more tax-efficient transition when you decide to sell.
LIVE WORKSHOP
Save Your Spot
A practical workshop for construction tech founders preparing for a future sale, with insights from experts who’ve guided successful exits.
Date: April 30th, 2026
Time: 1:00 - 2:00 PM PST - Live 60-Minute Online Session
Location: Virtual Workshop (Zoom link provided after registration)
workshop 1
Agenda:
Getting your company “sale-ready” and understanding the initial steps
1. Investment Banking (15 min)
Valuation Drivers: Understand the factors that drive valuation and buyer interest in construction technology.
Keep Steps for Exit Preparation: Identify the legal, financial, and operational elements that shape a successful exit.
Proper Planning: Learn how early planning leads to a smoother, more tax-efficient transition when you decide to sell.
2. M&A Legal (15 min)
Exit Blueprint: Preparing the company to be deal-ready, legally and structurally
Structuring the Deal: Transaction considerations to protect business owners
Post-Closing Considerations: Managing seller obligations and opportunities after the deal closes
3. Sell-Side Due Diligence (15 min)
Ensuring clean financials and audit readiness for potential buyers
Identifying and addressing potential liabilities before they impact a sale
Pre-sale financial housekeeping to maximize company value
4. Wealth Advisory & Tax Planning (15 min)
Early wealth planning and key tax considerations for founders
Structuring ownership and the exit to preserve personal wealth
Planning for and managing proceeds from the sale
5. Wrap-up & Q&A (5 min)
OUR TEAM
Your Instructors
Bradley Frisk, CEPA®
Founder/CEO Cypress Creek Capital Group
Financial Consultant, RJFS
Brian Murphy
CEO and Managing Director at Meridian Capital
Justin M. Borrowdale
weintraub | tobin - Shareholder
Jeffrey Pietsch
weintraub | tobin - Shareholder
Jeff Stephens
Partner at GVM Law LLP
Matt Rechtin
managing director at Meridian Capital
Dan Schoenleber
Partner, Armanino Advisory LLC
Shaun Buckley
Managing Director, Armanino Advisory
cypress creek capital group
What You’ll Learn
During the Workshop
Valuing Construction
Tech Companies
Discover what drives maximum value, how buyers evaluate your company, and why timing matters.
Positioning Your
Business for Sale
Highlight your technology, contracts, and growth to ensure your company is truly “sale-ready.”
Legal Essentials for a
Smooth Exit
Navigate common legal hurdles, protect IP, and prepare agreements buyers expect to see.
Financial Readiness
& Audit Prep
Keep financials clean, uncover hidden liabilities, and strengthen your profile for top value.
Tax & Wealth
Planning Strategies
Plan early to preserve personal wealth, structure ownership effectively, and optimize sale proceeds.
Life After
the Sale
Prepare for operational handoff and personal planning to move forward with confidence.
FAQs
Frequently Asked Questions
Who should attend this workshop?
Construction tech founders and executives considering a future sale.
Is the event live or pre-recorded?
The workshop is a live virtual event with interactive sessions.
What will I learn?
How to value your company, prepare for sale, handle legal and financial matters, and plan for post-sale success.
Do I need prior M&A experience?
No, sessions are designed to guide both first time and experienced founders.
Will I have access to professional advice?
Yes, our panels include investment bankers, legal, accounting, and wealth advisors specializing in construction tech.
Founder/CEO Cypress Creek Capital Group
Financial Consultant, RJFS
Bradley Frisk, CEPA®
Bradley helps business owners plan and execute successful exits by coordinating investment banking, legal, accounting, and wealth planning specialists. He works exclusively with middle-market owners and has supported clients through major liquidity events since 2010.
His team partners with Raymond James Investment Bank to align business exit strategy with personal wealth planning, giving owners a unified, efficient path from company sale to long-term financial security.
In this workshop, Bradley will walk you through the early steps of preparing your construction technology business for sale, understanding valuation, identifying key value drivers, and positioning your company for a smoother, more successful exit.
CEO & Managing Director at Meridian Capital
Brian Murphy
Brian is CEO and Managing Director at Meridian Capital and head of the firm’s Aerospace, Defense & Space and Diversified Industrials practices. As CEO, Brian is responsible for leading the firm’s operations, growth, and driving strategic initiatives.
Over the course of his over 20-year investment banking and strategic consulting career, Brian has advised clients across an assortment of industry segments, including aerospace, manufacturing and distribution, consumer products, technology, and telecommunications.
He has successfully advised over 100 business owners and entrepreneurs on a variety of sell-side and buy-side advisory, recapitalization, growth equity, and strategic advisory engagements.
Managing Director at Meridian Capital
Matt Rechtin
Matt is a Managing Director at Meridian Capital and leads the firm’s Construction Technology investment banking practice. Over the course of his career as an investment banker, Matt has advised on over 10 construction tech transactions and clients across an assortment of sub-industries within tech, including software, internet, hardware, systems and semiconductors.
He has successfully advised U.S. and international public companies and privately held businesses and entrepreneurs on a variety of sell-side and buy-side, recapitalization, growth equity, and strategic advisory assignments up to $100B in value.
Prior to joining Meridian, Matt led the U.S. software investment banking practice at EY in San Francisco and worked as an investment banker in the technology practices at Wells Fargo, Lazard and RBC Capital Markets in San Francisco.
weintraub | tobin - Shareholder
Justin M. Borrowdale
Justin focuses on counseling both public and private clients through finance transactions, merger and acquisition deals, and related commercial transactions.
He has experience working with both selling and acquiring companies on M&A deals and both companies and investors on financing transactions. He assists
companies in solving corporate governance and commercial agreement issues, including complying with SEC and NASDAQ reporting obligations for his public
company clients.
Justin has experience representing lenders and borrowers in various loan transactions, including syndicated debt financing, real estate secured loan transactions, construction loans for development, and follow-on loans to portfolio companies.
weintraub | tobin - Shareholder
Jeffrey Pietsch
Jeff is a trusted corporate and securities attorney with extensive experience leading M&A transactions.
He counsels companies through equity financings and serves as day-to-day outside counsel on governance, compliance, and strategic planning. Jeff combines sharp legal insight with practical business judgment, earning a reputation as a valued advisor in matters that shape the future of his clients’ Businesses.
Jeff represents clients ranging from start-ups and growth-stage ventures to publicly traded corporations. As outside counsel, he provides ongoing advice on governance, contracts, compliance, and strategy, while also guiding boards, executives, and investors through acquisitions and sales of businesses, joint ventures, and financings. His work also includes advising on regulatory compliance and disclosure obligations under the Securities Act of 1933 and the Securities Exchange Act of 1934.
Partner at GVM Law LLP
Jeff Stephens
Jeff’s practice centers on tax strategy and succession planning for business owners and high-net-worth families. He helps clients transition businesses and legacy assets tax-efficiently, minimize tax exposure during liquidity events, and structure trusts and entities to preserve wealth across generations.
He is a partner at GVM Law LLP and a certified specialist in Estate Planning, Trusts, and Probate Law by the State Bar of California. Jeff regularly speaks on estate planning, tax, and business exit strategy for professional organizations across California.
Partner, Armanino Advisory LLC
Dan Schoenleber
Dan Schoenleber is a partner, leading our transaction advisory services team with over 20 years of public accounting experience. He is a licensed CPA and has been working on mergers and acquisitions with clients for over 15 years. He assists clients through mergers and acquisitions b leading due diligence and quality of earnings engagements. He also assists clients in working capital negotiations and post-closing working capital disputes. Dan also serves as an expert witness for clients navigating M&A related disputes. Dan’s approach to client services allows him to forge solid, mutually respectful relationships with clients, ultimately increasing the efficiency on both sides of the transaction.
Dan has experience working with private equity firms as well as public and private companies helping them execute their M&A strategy. He has worked with clients in various industries, with a focus on manufacturing and distribution, technology, healthcare, and construction. Dan is active in his client engagements to ensure our clients receive the expertise they need for the transaction.
Dan received his Bachelor’s Degree in Accounting from Illinois College.
Managing Director, Armanino Advisory
Shaun Buckley
Shaun has been providing TAS to clients for the past 29 years of his total 43 years of public accounting experience. Prior to joining Armanino, Shaun was a Partner in the TAS practices at two of the ten largest public accounting firms in the US. He is a licensed CPA in the state of Texas. He currently provides financial due diligence and structuring, deal process management, advisory services regarding transaction documents, and closing and post- closing services to private equity and private/public strategic clients.
Shaun has provided assistance on acquisitions, divestitures and recapitalizations covering a broad range of industries including construction, technology including Software-as-a-Service (SaaS), healthcare services, manufacturing & distribution, food processing & distribution, oil & gas services, business services and consumer products.
Shaun received his M.B.A in Finance and Operations Management from the Simon Graduate School of Business at the University of Rochester and his B.S. in Accounting from the Rochester Institute of Technology.
From the Founder
“… The difference between a good exit and a great one often comes down to preparation. With the right team there to tell your story, a clear vision and plan, founders can unlock value they never knew was there.”
- Bradley Frisk, CEPA®
LIVE WORKSHOP
Save Your Spot
A practical workshop for construction tech founders preparing for a future sale, with insights from experts who’ve guided successful exits.
Date: April 30th, 2026
Time: 1:00 - 2:00 PM PST - Live 60-Minute Online Session
Location: Virtual Workshop (Zoom link provided after registration)
our Team Lunch
Enjoy a refreshing break during the event to connect with your team
in a relaxed setting. The team lunch offers an opportunity to unwind, exchange ideas, and reflect on the day’s sessions while strengthening team bonds.
Take time to relax and refresh with a delicious meal.
Take time to relax and refresh with a delicious meal.
Take time to relax and refresh with a delicious meal.
Collaborate and plan your next steps for investment success.
Recharge to stay focused and engaged for the afternoon sessions.
Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as Cypress Creek Capital Group. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Cypress Creek Capital Group is separately owned and operated and not independently registered as a broker-dealer or investment adviser.
Raymond James is not affiliated with and does not endorse the services of the above organizations or individuals referenced on this page.
Changes in tax laws or regulations may occur at any time and could substantially impact your situation. While we are familiar with the tax provisions of the issues presented herein, as Financial Advisors we are not qualified to render advice on tax or legal matters. Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.
Address
415 Mission St Fl 37 Ste 116
San Francisco, CA 94105-2598
T: 415.971.8601
©2026 cypress creek capital group • Built BY TANGO