The Art of the LOI
Presented By: MelCap Partners, LLC / Sequoia Financial Group
When you're selling your business, negotiating terms up front before you sign a Letter of Intent can mean the difference between a smooth transaction and a rocky deal. Here’s what you need to know.
Moderator:
Vice President, Family Wealth
Sequoia Sentinel Family Office
Al Yambor CFP®, CEPA® is a Senior Director in Sequoia Financial Group's Family Wealth team. He delivers family office and investment advisory solutions to ultra-affluent families, entrepreneurs, and family offices. He is energized by working with entrepreneurs and has helped dozens prepare for exits and liquidity events. He brings significant experience helping entrepreneurs incorporate philanthropy into transactions. Prior to joining Sequoia in 2019, he was a vice president for PNC’s Private Bank.
Panelists:
Founder, CEO, Entrepreneur, Artist
Portfolio Creative
Catherine Lang-Cline is a highly accomplished CEO, entrepreneur, and C-Suite executive who brings an innovative vision and design thinking to various sectors, including consumer products and services, financial services, and technology. Catherine has a proven track record in creating high-value business models such as marketplaces and digital platforms and deep expertise in entrepreneurship, strategy, marketing, and human resources. She also brings a deep background in board governance through her extensive experience serving as a board director for non-profit and industry boards.
Catherine is an experienced community and not-for-profit Board Member currently serving on the Columbus Chamber of Commerce Board, Executive Committee, and Strategy Committee, Board of Trustees for the Columbus College of Art and Design, and former Board Member of the Greater Columbus Art Council, Executive Committee, and Finance Committee. Catherine also served as president/chair of the National Association of Women Business Owners, Columbus Chapter, and its Public Policy Committee, both locally and nationally.
With 20 years of experience as the Founder and CEO of Portfolio Creative, Catherine Lang-Cline is heralded by her peers as a top executive with five consecutive years as Columbus CEO - Most Admired CEO, Most Influential Entrepreneur, Smart Woman - Progressive Entrepreneur Award, Smart 50 Award, Business First Influential Women to Know, Small Business Leader Award - Finalist, NAWBO Visionary Award - Finalist, six years honored as an Inc. 500-5000 Fastest Growing Privately-Owned Companies, WELD "Women You Should Know", Columbus Chamber Entrepreneur of the Year, Business First Best Temporary Employment Agency, six years awarded the Business First Fast 50, E&Y Entrepreneur of the Year Finalist.
With a solid foundation of 15 years of experience in marketing for Fortune 500 companies and small to mid-sized businesses, Catherine Lang-Cline has honed her skills before starting and scaling her own business in 2005. Her expertise in marketing and design has been instrumental in her success in consumer goods, personal products, banking, travel, and more.
As a business leader, public speaker, and thought leader, Catherine Lang-Cline is a beacon of innovation in entrepreneurship, strategy, marketing, human resources, and culture building. Her thought leadership, showcased in blogs, articles, her podcast Illumination Bureau, and her podcast The Secret Art of Business, has inspired large-scale changes within organizations that positively impact the bottom line. Her speaking engagements at The Ohio State University, Keynote - Women’s Conference at The OSU Fisher School of Business, The American Staffing Association, WBENC Catch the Wave, and the WSBA Women’s Leadership Conference have further solidified her status as a thought leader.
Catherine earned a Staffing Professional Certification with the American Staffing Association for over a decade. She received a Bachelor of Fine Arts Degree from Northern Illinois University.
President/CEO
MelCap Partners, LLC
Al Melchiorre is President/CEO and founder of MelCap Partners, a middle market investment banking firm, which is celebrating its 25th year anniversary. Over the past few years, MelCap has been recognized as boutique investment banking firm of the year multiple times by The M&A Advisor and Global M&A Network. MelCap's clients are predominately privately-held, family-owned businesses going through a once in a life-time transaction.
Co-CEO
Hanline Group
Tommy Rowlands is the Co-CEO of Hanline Group. Founded in 1986, the Hanline Group manufactures, distributes, and facilitates supply chain solutions in the food and logistics space. The Hanline Group has operating companies in fresh produce, frozen foods, 3PL transportation, asset-based trucking, & warehousing/redistribution.