Raising Capital and Building Capital Stacks to Finance Growth

As the Southeast Region Head for Commercial Banking, my focus is to effectively grow our business, which provides customized lending solutions to mid-sized, public and private companies, primarily in the Southeast.

Leveraging over two decades experience, I’m able to make use of the Bank’s global suite of capabilities for our valued clients, providing for a differentiated experience. Creating brand awareness, my deep-seated commitment, and an ability to foster pertinent connections both internally and externally, are all strategic assets I bring to the table.

I lead by example, using an accessible, hands-on approach to mentor a team of dedicated thought leaders who create unique, value-added ideas in our market. Working with our partners across all of BMO’s specialties allows clients to access a host of services in addition to commercial lending, including treasury management, equipment financing, interest rate protection, foreign exchange, trade finance, wealth management, asset management, cross-border solutions, and the broader Debt Capital Markets and M&A advisory in conjunction with BMO Capital Markets. What distinguishes us most is our dedication to understanding our clients, their industry, and ultimately, providing innovative solutions to finance their vision for growth.

Ryan Berg is a Principal at Source Capital, where he sources and leads the execution of new investment opportunities primarily across the healthcare, business services, and technology-enabled services industries. Prior to Source, Ryan was a Principal at Arcspring and New Capital Partners.

Founded in 2002, Source Capital is a lower middle-market private investment firm that makes both equity and debt investments in founder-owned businesses across a variety of industries.

Emily Morris is the CEO of Emrgy, a climate tech startup that is transforming water infrastructure into clean energy projects. Emrgy is currently operating power generation projects in 4 US States and 3 countries. The Atlanta Business Chronicle named Emily “Top 30 Under 30”, she is an inventor on 5 technology patents, and she has secured over $32 million in capital to establish Emrgy’s role as a leader in this emerging energy asset class.

Ron Oertell, JD, CFA is Chief Financial Officer at Purchasing Power®, overseeing the business planning, accounting, budgeting, capital structure, securitization funding, and risk management efforts for the company. His responsibilities include the development and implementation of the organization’s fiscal function and performance, including financial statement preparation, analysis, treasury and portfolio management. Oertell also evaluates and advises at the executive level in the strategic planning, annual budgeting and forecasting processes of the company’s ongoing programs and business growth opportunities.