All In The Family
Presented By: Susser Bank / WoodRock & Co.
Family-owned businesses, family offices, family-led private equity firms, and family trusts all share unique dynamics that most other businesses do not. But if you’ve seen one family-owned enterprise you’ve seen, well, one family-owned enterprise. Join two entrepreneurs, a private equity firm representative, and an M&A advisor as share how their respective organizations operate and what you should consider as you think about the present and future of your own family-owned or operated organization.
Moderator:
Managing Partner
WoodRock & Company
Since founding WoodRock & Co. in 1998, John has served as the company’s Principal, Managing Director, and Managing Partner.
John has executed over $8 billion in transactions. He is responsible for deal origination and selection, deal and project leadership, strategy, and business management.
Panelists:
Vice President
Rosewood Private Investments
Kendall Childers is a Vice President of Business Development at Rosewood Private Investments where she is responsible for sourcing transactions and managing intermediary relationships. Previously, Kendall was Vice President of Business Development at a Houston-based private equity firm, worked in the Sponsor Coverage group at BBVA (now a part of PNC) executing and managing leveraged loans to private equity backed companies across industries, the compliance group at HBK Capital Management, and the Audit Assurance group at KPMG.
Founder
ScrapSource
Larry Olschwanger is the Founder and Former President of ScrapSource, a Radius Recycling Company. Radius is the new brand and assumed name of Schnitzer Steel Industries, Inc. Previously, he spent 20 years with Commercial Metals Company, serving as Senior Vice President- Recycling.
Chairman & CEO
Susser Bank
Sam L. Susser is the Chairman and CEO of Susser Bank and also serves as the President of Susser Holdings II, L.P., a private investment company. He completed a BBA in Finance in 1985 from the University of Texas and started his finance career at Salomon Brothers in NY from 1985-1987 in the corporate finance division and in the mergers and acquisitions group, before returning to Texas in 1988 to assist with the family business.
From 1988 to 2014, Mr. Susser led the growth of Susser Holdings Corporation from a five-store operation to a $6.7 billion enterprise that was a member of the Fortune 500 and employed 12,000 team members. The Company went public in 2006 and was traded on the NYSE as “SUSS” and its wholesale fuel division, Susser Petroleum Partners went public in 2012 and was traded as “SUSP”. After producing 26 consecutive years of same-store merchandise growth, the business was sold to ETP on August 29, 2014, and Mr. Susser continued to serve as Chairman of the Board of SUSP (now renamed Sunoco LP “SUN”) until May 2015.
He is currently Chairman and CEO of Susser Bank, Chairman and CEO of the Corpus Christi Athletic Club, Chair of the Advisory Board of Advisory Research Partners Fund, Chair of the Finance and Strategic Planning Committee and a member of the Executive and the Officers Committee of the MD Anderson Board of Visitors, and a director of the Board of Southwestern Medical Foundation. He also serves as Chairman of the Governor’s University Research Initiative, Secretary/Board member of Texas 2036, is a member of the Dallas Citizens Council Board, the Dallas Holocaust and Human Rights Museum Board and the Edwin L. Cox School of Business Executive Board and is a Past Chair of the Driscoll Children’s Hospital System in South Texas.
Mr. Susser is a Past Chair of the University of Texas Development Board and currently serves UT as Vice Chair of the UTPAC, and as a member of the McCombs School of Business Advisory Board, the Chancellor’s Council Executive Committee and on the Boards of the Schusterman Center for Judaic Studies and the UT Marine Science Institute. In 2009, he was admitted to the Texas Business Hall of Fame. He was honored as Border Texan of the Year in 2013, CSP’s Retailer of the Year in 2014 and named to the UT McCombs Hall of Fame in 2017.