Building Effective Capital Stacks
Presented By: Main Street Bank / Sullivan & Worcester LLP
Accessing the right capital is crucial for achieving growth objectives—whether it’s organic or acquisitional. Join our panel of executives and advisors as they share insight about how to evaluate funding, secure it, structure deals, and maximize returns. You’ll hear how two C-suite executives propelled their companies through creative capital that aligned with their company’s goals.
Moderator:
Partner
Sullivan & Worcester LLP
Lew is the director of Sullivan's Corporate Department in Boston. He regularly represents public and private companies and funds in equity and debt financings, joint ventures, domestic and international mergers and acquisitions, and general corporate matters. Industries include renewable energy, advertising, health care, communications, manufacturing and software/SaaS. Lew is the co-author of Mergers & Acquisitions: A Step-by-Step Legal and Practical Guide (2nd edition) (Wiley).
Panelists:
CEO
Dauntless Air
Brett joined Dauntless Air in June 2017 after more than 20 years in private equity, which included time at Bain Capital, Woodside Capital Management and the Watermill Group. Over the course of his career, Brett has spearheaded growth acceleration, strategy implementation and operational excellence initiatives for dozens of companies. He is a seasoned executive and has served in management capacities ranging from CEO to Board Member. To hear more about Brett’s time in private investment and his deep belief in Dauntless and its mission, listen to the January 2020 episode of the podcast, Founders on Air.
SVP, Sponsor Finance
Main Street Bank
Brent Mathews provides cash flow, leveraged loans to smaller (<$5MM EBITDA) businesses for growth and recapitalizations with special expertise in acquisitions by privately owned companies, private equity groups, family offices and independent sponsors.
Since 2003, Brent has worked across different credit products including factoring, private label credit cards, owner-occupied commercial real estate, and asset-based lending at large commercial finance companies, a small privately owned lender and entrepreneurial banks.
CEO
ConnectPay Payroll Services
Michael Young is the co-founder and CEO of ConnectPay Payroll Services. Motivated by his innate passion for small business ventures, Michael understands the hard work and resiliency that go into building a company from the ground-up. Continuing every day to pave the future of the payroll industry, Michael has also been a multiyear recipient of the IPPA Business Excellence Award.