Structuring the Deal: How to Prioritize Objectives to Best Finance Acquisitions
Presented By: Locke Lord LLP / Wintrust
Moderator:
Senior Counsel
Locke Lord
Kanasha S. Herbert is an attorney with significant experience representing companies and entrepreneurs in mergers and acquisitions, venture capital and growth equity transactions, securities finance and compliance, intercompany spin-off and wind-down transactions, and corporate governance matters. She regularly represents private equity funds in portfolio acquisitions and venture capital and growth equity funds, angel investors and emerging growth companies in debt and equity financings.
Panelists:
Senior Vice President
Wintrust Commercial Banking
Adam Fuchs is a Group Senior Vice President and hub leader for the west suburban middle market banking hub for Wintrust Commercial Banking. Adam works with many privately held middle market businesses that are family founder owned as well as sponsor owned. In his 15 years with Wintrust he has helped many businesses by providing access to capital to support working capital, equipment, real estate and construction financing needs. In addition, he works closely with the many great niche businesses in Wintrust including the banking specialists supporting ESOP’s, sponsor finance, private banking, international banking, contractor banking and leasing to name a few.
Managing Director
Shorehill Capital LLC
Mr. Hogan is a Managing Director at Shorehill Capital and helped found the firm. Rob has over 20 years of private equity experience and he currently leads the Business Development team at Shorehill Capital.
Prior to his time at Shorehill he spent 15 years at CHS Capital investing in and managing industrial and distribution companies. Prior to joining CHS he was employed by Lehman Brothers, Inc. (1997-2000).
Rob currently serves on the Board of Directors of Functional Devices, Inc. He previously served on the boards of directors of Belt Power Holdings LLC; Fortiline, Inc.; Houston Wire & Cable Company (NASDAQ: HWCC); Kele, Inc.; Stronghaven, Inc.; SunSource Holdings, Inc.; and NorthStar Group Holdings, LLC. He holds a B.A. from the University of Notre Dame and an M.B.A. from Northwestern University.
He and his wife Mary live in the western suburbs of Chicago and have four children.
Managing Partner
HC Private Investments
Matthew Moran is a founding partner of HC Private Investments. Prior to founding HC Private Investments, Mr. Moran was a senior investment professional at Wind Point Partners, a middle-market private equity firm based in Chicago. Mr. Moran currently serves on the board of Customized Distribution, Epicurean Butter, Prince Industries, QEI and Springboard Manufacturing. Mr. Moran holds a BA with high distinction in economics from the University of Michigan and an MBA with honors from the University of Chicago Booth School of Business. He is actively involved with Little Heroes League and the Evans Scholar Foundation.
Partner & CFO
The Partner Companies
Christian Streu is Chief Financial Officer at The Partner Companies (TPC), a global diversified manufacturing company that creates mission-critical solutions for innovators in the aerospace, defense, clean energy, medical, technology, and telecom industries. Founded in 1997, TPC has grown into an international leader with 10 operating companies in the United States, China and Wales: E-Fab, Elcon, Fotofab, Lattice Materials, LT Precision, Microphoto, Optiforms, PEI, Pinnacle Precision and UPG.
Under Christian's leadership, TPC has made significant strides in the advanced manufacturing acquisition landscape, notably with the acquisitions of UPG Company, Pinnacle Precision and PEI since 2021