Planning for Liquidity: Maximizing Value and Timing
Presented By: Griffin Financial Group / Troutman Pepper
Explore the essential aspects of how to plan for any type of liquidity event. Whether you're looking to take some chips off the table or exit outright, we'll tackle strategies to better prepare your business for sale and understand market timing.
Moderator:
Partner
Troutman Pepper
James Hipolit advises both buyers and sellers on strategic transactions, focusing on mergers and acquisitions. He takes a leading role in counseling buyers, sellers, and company owners in M&A transactions across a broad range of industries, including technology, manufacturing, food and beverage, health sciences, health care IT, financial services, insurance, home services, transportation, and construction. His clients also rely on him for advice and counsel related to corporate governance, structuring, and corporate finance matters.
Panelists:
Senior Managing Director
Griffin Financial Group
John Lee manages Griffin’s Commercial, Industrial and Services Group. He has 25 years of experience providing merger and acquisition advisory services, private placements of debt and equity capital, and management buyout advisory services for middle-market companies in a wide range of industries. His experience includes sourcing, initiating and managing numerous investment banking transactions for middle-market business and government services, consumer and industrial manufacturing, distribution and technology companies.
Principal
NewSpring
Drew Scannell is a Principal at NewSpring with the Firm’s dedicated mezzanine strategy, and joined the Firm in 2015. At NewSpring, Drew is responsible for all stages of the investment lifecycle, including sourcing, diligence, execution, and portfolio value creation. Drew sits on the board of Boston Valley Terra Cotta, United Building Solutions, I Love Produce, and FiberGlass Coatings.
Previously, he was with Baker Tilly Capital, a Philadelphia-based investment banking and corporate finance advisory firm where he was responsible for financial analysis as well as drafting pitch books, confidential information memoranda, management presentations, and valuation reports for sell-side investment banking engagements, buy-side advisory, and corporate planning.
Drew received a BA from Bucknell University in Economics and Spanish.
CEO & Chief Creative Officer
Fireworks Software
In 2001, Shelly Spiegel founded Fire Engine RED, a fully remote enrollment marketing and software company, that served the higher education market. In November 2023, Fire Engine RED sold its Student Search business, including the name and brand Fire Engine RED, to Carnegie Dartlet, a leading higher education enrollment marketing and strategy company. The company’s software business continues operates under the name Fireworks Software, Inc.
Shelly is also an author and remote work advocate. In October 2019, she published Fully Remote (www.fully-remote-book.com), the first-ever book that tells readers how to set up, lead, and manage their own successful all-remote company. Fully Remote is based on Shelly’s 22+ years of running Fireworks Software (formerly Fire Engine RED), one of the first all-remote companies in the U.S.