Preparing for Liquidity: Strategies for Pre- and Post-Transaction Success

Halsey Schreier is the head of the Delaware office and a senior wealth strategist for CIBC Private Wealth with more than 10 years of industry experience. In these roles, he works closely with high net worth clients firmwide with particular focus in Delaware, the Mid-Atlantic, New York and the Southeast. He assists clients by providing Delaware trust solutions, integrated wealth management services, including comprehensive estate and financial planning solutions, multi-generational legacy planning and fiduciary administration for trusts and probate estates.​

Prior to joining the firm, Halsey served as an associate with Smith Moore Leatherwood LLP, where he focused his practice on estate and tax planning for high net worth individuals, trust and estate administration, business succession planning, and corporate law. Previously, Halsey was an associate for Clawson and Staubes LLC, in Charleston, South Carolina.​

He earned a Bachelor of Science degree in business administration from the University of South Carolina, a Juris Doctor degree from the University of South Carolina School of Law, and a Master of Laws (LL.M.) in taxation from the New York University School of Law.​

Dan has over 25 years of relevant industrial manufacturing experience and 13 years of direct experience in the roller industry. Dan was promoted to President & CEO in 2007 after joining the company as Vice President of Sales and Marketing in 2005. Previously, Dan worked at ABB Ltd. and Honeywell. Dan graduated with a Bachelor of Science in Electrical Engineering and Computer Science from Marquette University

John Murray is an board member and operating partner with experience working closely with high-potential management teams to craft and execute winning growth strategies. During the past decade he has helped create successful exits for multiple software and tech-enabled B2B and B2C companies. His early career started in investment banking before becoming a tech founder and CIO/CTO for several companies. He is presently an Operating Partner for The Riverside Companies and a co-founder of a fintech startup provide critical tech-enabled services to licensed financial advisors. He completed a Bachelor of Science at USC and a MBA at UC Berkeley.

Jim Parmelee joined HRCP in 2017 and has led transactions, overseen portfolio company investments and is a member of the Investment Committee. Jim currently serves as a director of WorkforceQA, Signal Control Products and GrayMatter. Prior to joining HRCP, Jim was a partner of Peak Ten Capital, an alternative investment management firm where Jim was responsible for the firm’s investments in the IT infrastructure and enterprise software sectors.

Prior to Peak Ten, Jim was a partner of Union Square Advisors, an M&A advisory firm where Jim led the firm’s global IT Infrastructure practice. From 1992 to 2004, Jim was a senior equity research analyst responsible for coverage of the communications equipment sector, primarily at Credit Suisse First Boston where he was most recently a Managing Director and served as the Global Coordinator of Technology research for the firm. Jim earned a B.A. from Trinity College and an MBA from Columbia Business School.

Mark Vecchio, the Chair of Venable's New York Corporate Practice, is an attorney representing clients in corporate a commercial transactions, with a focus on mergers and acquisitions for privately held companies. Hi clients include entrepreneurs, family offices, corporations, limited liability companies, partnerships, private equity firms and institutional investors. He is an Adjunct Professor at Columbia Law School and Columbia Business School, where he teaches a course entitled Strategic International Commercial Transactions.