The people in the room
who set the tone.

Morris F. DeFeo, Jr. is a partner and a co-chair of Herrick's Corporate Department, where he focuses on domestic and international capital markets, corporate finance and M&A transactions, and corporate governance and compliance counseling for boards, committees and directors of public and private companies and not-for-profit entities. Morris also leads the Firm's fund practice where he provides counsel to fund sponsors and investors on a range of investment activities including fund formation, structuring arrangements, senior and mezzanine debt, distressed investments, syndications, leveraged buyouts, majority and minority stake investments, sales and divestitures as well as exit strategies.

Joe Camberato is the CEO and Founder of National Business Capital, a private lender that provides companies with fast, efficient access to bridge and growth capital. Since founding the firm in 2007, Joe and his experienced team have financed more than $3 billion for businesses nationwide, becoming market leaders in transactions ranging from $250,000 to $15 million. Driven by his vision to simplify access to capital, Joe grew National Business Capital from his spare bedroom into a leading fintech-powered platform, pioneering access to private credit for small and mid-sized companies without raising venture or private equity funding. A recognized authority on business financing and growth, Joe is frequently featured in Forbes, CNBC, Fast Money, and Business Insider. He shares actionable insights for entrepreneurs on YouTube, LinkedIn, and X at @GrowByJoe.

Claudine Cohen is Managing Partner of CohnReznick's Value360 Advisory practice, leading multidisciplinary teams that help organizations unlock and maximize value across the business and transaction lifecycle. She oversees integrated capabilities spanning transaction advisory, valuation, and restructuring, delivering practical, results-driven solutions from strategy through execution. She also leads the firm's Independent Sponsor practice, partnering closely with sponsors throughout the deal lifecycle.

David Zawitkowski is a partner with the firm's Transaction Advisory Services (TAS) Practice. He has worked with strategic buyers (both public and private) and private equity firms on asset purchases, stock purchases, carve-outs, and growth-equity investments. He also provides post-closing assistance.

Bill focuses his practice on mergers and acquisitions, general corporate and commercial transactions, private equity, and debt and equity finance. Bill has been involved with the founding and growth of new ventures, has taken companies public, and has acquired, sold, financed and combined many others along the way. Bill's transactions have also included cross border elements. His diverse industry experience includes advertising and digital media, wealth management and financial services, technology consulting, business services, cannabis industry, direct marketing, manufacturing, distribution, food, health care services, medical devices, retail and transportation.