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Session E

The Future of Family Businesses: Strategic Sales, Family Offices, PE Partnerships, or Generational Transition?

Presented By: Bass, Berry & Sims PLC

Family business owners face critical decisions when planning for the future. Should they sell to a strategic buyer or private equity firm, create a family office, or build organically and transition leadership to the next generation? We will explore the options available to family business owners, examining the benefits and challenges of each path.

Moderator:

Tatjana Paterno
M&A Partner
Bass, Berry & Sims

Tatjana is an M&A partner at Bass, Berry & Sims, PLC and focuses on middle market acquisition and disposition transactions across a range of industries including healthcare, manufacturing, food and beverage, and technology. To date, Tatjana has advised clients in M&A transactions valued at over $20 billion in the aggregate. She is a frequent speaker on M&A topics and serves as a Chair of the American Bar Association’s “Private Target Deal Points Study,” which has been widely recognized as the gold standard for market metrics of key negotiated legal issues in M&A agreements.

Panelists:

Sloan Allen
Vice President
Kanbrick, LLC

Sloan is VP at Kanbrick, is a long‐term investment partnership that buys, builds, and grows great businesses for the long‐term. Sloan is located in Nashville and spent the previous 13 years of her career with Bank of America in various roles between Nashville and Charlotte. Most recently, Sloan was an SVP, Private Client Advisor with BofA’s Private Bank working with high-net-worth families and individuals, and prior to that worked in the Global Commercial Bank serving upper middle market companies between $50M to $2B in sales.

In leading Kanbrick Community efforts, Sloan focuses on building and growing Kanbrick's network of founders/CEOs/owners and bringing thoughtful content, programming, and opportunities for the Community to engage and connect. Sloan also leads business development for Kanbrick working closely with partners equally focused on helping CEOs, entrepreneurs, and founders grow and build businesses for the long term.

Blake Hogan
CEO
Nashville Door

Blake Hogan is the CEO of Nashville Door, a company with a 50-year heritage founded by WWII Navy Veteran L.W. Loyd. Nashville Door was recently acquired and is backed by Cobalt Service Partners, a private equity firm. Prior to this role, Hogan served as a Marine Officer and was the CEO of Bunker Labs, a national nonprofit organization dedicated to helping veterans and military spouses start and grow their businesses. Bunker Labs has supported nearly 100,000 entrepreneurs over ten years before being acquired by Syracuse University. Additionally, Hogan serves as a Senior Advisor for the Milken Institute and is an appointee to the Governor's Tri-Stars and Stripes Council.

Ashish Jariwala
Managing Member
Persient LLC | M&A

An M&A advisory executive and former industrial business owner. With over 20 years of Wall Street and boutique middle-market investment banking experience, Ashish has navigated and executed a full range of complex transactions for public and family-owned businesses across many industry verticals. His deep understanding of key soft issues involved in transactions helps clients mitigate inherent transaction risks, safeguard the business value, and meet owners’ personal objectives.

Conference Location

6201 Hickory Valley Road
Nashville, TN 37205
Tel: (615) 352-6591