Knowing When to Sell & Why Securing the Right Partner Matters
Presented By: Bass, Berry & Sims PLC / Footprint Capital
As you’ve grown your business, you’ll often reach a nexus point where you’ll need to evaluate what’s next—grow with a partner or sell outright to a team that can take it to the next level. Join us for a deep dive into the case study of a regional business and how the owners determined it was the right time to sell and found a strong partner, what it took to secure a premium valuation, and what life—and the business—looks like after the close.
Moderator:
Managing Director for the Corporate & Securities Practice Group
Bass, Berry & Sims PLC
Amy Norris is the Managing Director for the Corporate & Securities Practice Group at Bass, Berry & Sims. In this capacity, she works with firm and practice leadership on business development strategy, client relationship development, practice administration and other key initiatives for the corporate group. Amy has more than 12 years of experience in the legal field, working on various award-winning marketing and business development initiatives.
Panelists:
Managing Director
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.
Member
Bass, Berry & Sims PLC
Brad Hart advises companies on a broad range of transactional, corporate governance and securities law matters, including mergers and acquisitions, securities offerings and day-to-day SEC reporting and disclosure compliance. Brad has advised on many multi-billion dollar merger & acquisition transactions and public and private securities offerings worth over $3.5 billion, and has been an integral part of multiple transactions that were recognized by M&A Advisor as “Deals of the Year” in various categories.
Co-CEO
The Peach Truck
Jessica is the co-founder of The Peach Truck. Started in 2012 in Nashville, The Peach Truck is the largest seller of peaches nationwide. They sell peaches direct to consumer across 1000 local pickup options in 30 states and ship nationwide. In 2022, they entered into a strategic partnership with International Farming, an equity firm focusing on the agriculture sector.
Co-CEO
The Peach Truck
Stephen is the co-founder of The Peach Truck. Started in 2012 in Nashville, The Peach Truck is the largest seller of peaches nationwide. They sell peaches direct to consumer across 1000 local pickup options in 30 states and ship nationwide. In 2022, they entered into a strategic partnership with International Farming, an equity firm focusing on the agriculture sector.