Lessons Learned in Financing Business Growth
Presented By: U.S. Bank / Marcum LLP
Building effective capital stacks for acquisitions, real estate growth, and other expansion can be an arduous process. But if you know what you’re aiming for—and have a strong value proposition—it really comes down to finding the right partner for the journey. Join a group of CEOs and M&A advisors who have cumulatively raised hundreds of millions of dollars as they explore what it takes to be successful and what you should avoid in the process.
Moderator:
Regional President
U.S. Bank
With over 35 years in banking, Alan has worked in and managed units in commercial banking, asset-based lending, leasing, international and consumer finance in Northeast Ohio and in other geographies. He has extensive experience in a variety of industries helping companies with innovative solutions to their financing needs. Alan has planned and managed dramatic expansion of new business that broadened geographic reach and increased deliverable product sets.
Panelists:
CEO
Within3
Lance joined Within3 as Chief Executive Officer in 2007. He steers the ship that fosters more active discussions to uncover meaningful insights and accelerate the delivery of new medical therapies and technologies to market. Under his leadership, the 20 largest global pharmaceutical manufacturers have come to place their trust in Within3’s communication platform and value proposition while the team continues to innovate. “When key healthcare stakeholders - caregivers, patients, scientists, physicians, and policy makers - share ideas everyone's healthcare improves,” Lance says. Within3 is committed to breaking down healthcare communication barriers and driving innovation throughout the industry. “The Within3 team is amazing. Every single person on staff is smart, motivated, collaborative and leaves their ego at the door in the interest of advancing our mission.”
Prior to joining Within3, he served as Vice President and General Manager of webMethods' worldwide Service Oriented Architecture software business. Publicly traded on the NASDAQ until its successful sale to Software AG in 2007, webMethods was a global player in the enterprise software market with total annual revenues exceeding $200 million. Other prior engagements include enterprise engineering and e-business architecture for IBM Global Services and National City Bank.
Senior Partner
Marcum LLP
Greg is a Senior Partner of Marcum LLP. He helps clients achieve their business growth objectives by participating in the development of their strategic plans and providing creative business and personal tax planning. Greg also assists clients with mergers, acquisitions and dispositions, succession and estate planning and wealth accumulation strategies.
CEO
Society Brands
Michael Sirpilla is a co-founder and CEO of Society Brands Inc., a tech-enabled consumer products company headquartered in Canton, Ohio that acquires e-commerce native brands. Society Brands recently raised $205MM for acquisition financing, one of the largest early stage raises in Ohio’s history. He has primarily focused on organic growth throughout his career. Prior to starting Society Brands, he founded a financial services wholesale agency with 40 direct reports and built it to a multi-million-dollar business. He also partnered in a population health management business and scaled it from $0 to $150MM in revenue within five years.