Cashing in Chips for Growth: Liquidity Strategies
Presented By: Footprint Capital / GBQ Partners LLC
Discover how liquidity events can drive growth while allowing business owners to de-risk by taking some chips off the table. Join us as we explore various strategies for using liquidity to fund expansion, innovation, and strategic investments. Learn how to balance immediate financial security with long-term business goals and understand the implications of different liquidity options on company valuation and control.
Moderator:
Director, Valuation Services
GBQ Capital Advisors
Kelly Noll is a Chartered Financial Analyst and Valuation Services Director at GBQ Capital Advisors. After graduating from Ohio University, she began her career in banking and pivoted to business valuation nearly 20 years ago. She loves helping clients understand the valuation process and seeing them succeed in increasing their business value.
Panelists:
Managing Partner
Footprint Capital
Josh works with business leaders on ownership transactions and liquidity events, including sell-side and buy-side engagements and transactions, such as management buyouts, succession and exit planning, ESOP formations, capital sourcing and leveraged recaps. Prior to leading Footprint Capital, Josh was vice president at Insource Spend Management Group. He led Insource through two synergistic acquisitions and ultimately, its sale.
Founding Partner
Oxer Capital
Dan is a founding partner of Oxer Capital, a lower middle market mezzanine private equity fund with over $300 million in assets under management in two funds. By partnering with community banks as investors and structured as an SBIC, Oxer has invested in nearly 50 companies partnering with independent sponsors, management teams, and small private equity funds on acquisitions, management buyouts, ESOPs, recapitalizations, and growth capital transactions.
Managing Partner
Provariant Equity Partners
I grew up in a family business and have been working with founders and management teams my entire professional career. Looking back on my 20 years in private equity, the thing I love most is partnering with founders to help them develop a plan to achieve their personal objectives while driving the goals of the business. I strongly believe in a collaborative approach with management teams to develop a vision that allows us then to prioritize initiatives to drive growth.
Private Company Investor/Operator
Cap Con Investment Partnership
Randy has been an owner and/or operator several privately held businesses over the past 20 years. With a solid track record of success, Randy has worked with business owners and management teams with the overall goal of making the business better, which resulted in significant shareholder value creation.