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Session I

Financing Strategies to Achieve Growth Goals

Presented By: Polsinelli / Wells Fargo

In today's dynamic economic climate, securing the right financing is crucial for achieving growth objectives. Join a conversation about innovative strategies for funding both organic and inorganic growth in privately held, private-equity backed, and holding company-owned businesses. Hear insights into navigating financial challenges and leveraging opportunities to support expansion in various organizational structures. You’ll walk away with ideas for how to align your financing approach with your company's goals.

Moderator:

Jeremy Baker
Managing Director
Wells Fargo

Jeremy Baker is the Head of Central Region ABL Originations for Wells Fargo Capital Finance. He currently leads a team of business development professionals focused on sourcing on senior debt facilities for private, public and private equity owned companies. Jeremy's teams are consistently high performing and grounded on delivering a superior client experience. He has been directly involved in over $20 billion in financings throughout his banking career for companies spanning multiple industries.

 

Panelists:

James Asmussen
Shareholder
Polsinelli

For over 30 years, James (Jim) Asmussen has combined his legal, accounting and business knowledge to advise a range of clients consisting of a multi-national pharmaceutical company to emerging growth companies and established family and closely held businesses in a range of industries, including:

  • Life Sciences and Pharmaceuticals
  • Technology
  • Software and ecommerce
  • Food service (manufacturing, distribution, brokerage, and restaurants)
  • General manufacturing
  • Transportation and logistics
  • His experience includes a combined background in corporate, securities and transactional law with representations involving merger and acquisitions transactions, joint ventures and strategic alliances, private equity and venture capital transactions, entity formation and entrepreneurial startups.

Jim has represented many clients from the date of their formation through the course of several equity rounds of financing and acquisitions to the ultimate sale of the company in a successful exit. He has also often represented private and corporate equity funds and strategic/industry buyers in the investment in or acquisition of promising businesses. Jim’s approach to contested business issues is seeking to find collaborative and innovative solutions that result in getting a transaction accomplished.

Jim enjoys learning about clients' businesses, and finding and referring business opportunities to help the firm's clients. His greatest job satisfaction is feeling that he is a part of clients' management teams and that he is able to help them overcome the many challenges that a growing company encounters on the road to building a successful business.

Tim Bosslet
CFO
Chomps

Tim Bosslet is the Chief Financial Officer of Chomps. Chomps is the fastest-growing snack brand and food brand in the U.S., with products made from the highest-quality proteins and no harmful ingredients. All Chomps sticks are made with grass-fed and finished beef, venison, or antibiotic-free turkey. Available in original size (1.15oz) and a mini-size stick (0.5oz), Chomps have 0g sugar and never contain soy, dairy, artificial preservatives or colors, MSG, or artificial nitrates or nitrites. Additionally, Chomps is Whole30-approved, certified gluten-free, and allergy-friendly.

Tim previously spent nearly 10 years in the investment banking divisions of J.P. Morgan, Greenhill, and Houlihan Lokey. In 2019, Tim joined Chomps and is currently serving as CFO.

Dave Dorfman
Managing Director
IOP

David has over 15 years of experience as a private equity investor and investment banker. At IOP, he is responsible for deal sourcing and execution as well as managing portfolio investments.

Before joining IOP, David served as an Analyst at Harris Williams & Co., focusing on middle-market mergers and acquisitions. Previously, he worked as an investment banker in National City Capital Markets’ Investment Banking Group.

David earned a B.B.A. from the Goizueta Business School at Emory University and an MBA with honors from the University of Chicago Booth School of Business.

Conference Location

65 W. Jackson Blvd.
Chicago, IL 60604
Tel: (312) 427-7800