The Good, The Bad, & The Ugly: Lessons Learned in Financing M&A Deals
Presented By: Associated Bank
There’s no two ways about it: when you’re analyzing ways to finance your business’ growth the options are expansive. Do you raise traditional bank financing? What about going the Private Equity route? Is an ESOP an effective capital stack solution? How about mezzanine or debt equity financing? Join a group of C-suite financial executives, a Private Equity firm leader, and M&A advisor for a walk through the good, bad, and ugly ways to build a financial growth strategy.
Moderator:
Market Leader
Associated Bank NA
Gus joined Associated Bank in October 2019 and is the senior vice president & market leader, Corporate Banking. He is responsible for leading a Corporate Banking team in its business development and client relationship efforts for the southeastern Wisconsin market. Hernandez brings more than 30 years of banking experience to Associated Bank. Most recently he held the position of Milwaukee regional president at Johnson Bank. Prior to that he spent nearly 15 years at BMO Harris Bank/M&I Bank, holding leadership positions in commercial banking in Wisconsin and Florida. Hernandez holds a Master of Business Administration degree from Marquette University and a Bachelor of Business Administration degree in finance and marketing from the University of Wisconsin – Milwaukee. He serves on the board for Ascend Talent Strategies, Milwaukee Metropolitan Association of Commerce and Waukesha County Business Alliance Economic Development Policy committee.
Panelists:
Partner
Capital Midwest Fund
Daniel is General Partner of Capital Midwest Fund. Dan is on the board of Blue Pillar, Valid8, NuCurrent, Pegex, Physoft, and Always In Touch. Dan founded the Wisconsin Investment Syndication Committee in 2016. He was President of the board of COA. In 2012, he was named Man of the Year for the Milwaukee Chapter of the Leukemia and Lymphoma Society. Prior to joining Capital Midwest, he served as Investor Relations Director at UICI, a publicly traded holding company with five subsidiaries in the health insurance industry based in Dallas, Texas. Dan earned an M.B.A. in finance from the Cox business school at SMU. Mr. Einhorn also earned a B.S. from the Hotel School at Cornell University.
CFO
QPS Employment Group
Hired in 2018, Keith Jochims came to QPS with over 20 years of financial and accounting experience. Prior to joining QPS, Keith was the chief financial officer with Encore Repair in East Dundee, IL which specialized in the remanufacturing of electronics. Prior to Encore, Keith held leadership roles at Jason Industries, GE Healthcare and Dynatect Manufacturing and started his career with Ernst & Young in the audit and business advisory services practice.
Chief Financial Officer
Sentry Equipment Corporation
Currently the Chief Financial Officer for Sentry Equipment Corporation, Dave Ring joined the organization in October 2012 as the Controller and was promoted in September 2013. Dave has been part of multiple mergers/acquisitions and has led Sentry’s efforts in digital data reporting and has navigated the ebbs and flows of day-to-day cash flow including the challenges of a global pandemic.