Maximizing Your Liquidity Event: Avoiding Pre-and-Post Transaction Pitfalls

Joe's primary role is to provide customized investment solutions and comprehensive financial plans to clients. Joe and his team are dedicated to the highest levels of client service by managing, maintaining, and building client wealth responsibly and tax-efficiently. Joe believes a foundation of transparency and trust are key to a successful and collaborative partnership between clients and his team. As financial markets and clients' lives evolve, his disciplined strategy includes ongoing education and advice to ensure they are in control of their financial plan.

Prior to joining the firm, Joe's experience in the wealth management industry includes working at Goldman Sachs in Atlanta, GA, and JP Morgan Private Bank and Citi Private Bank in Philadelphia, PA. He was responsible for advising affluent clients on holistic wealth planning matters, including strategic and tactical asset allocation, retirement and longevity planning, cash flow planning, trust & estate guidance, and general income tax issues.

Ryan is among the most respected leaders in the staffing industry, known for his fierce commitment to providing outstanding customer service and his tenacious pursuit of excellence. His experience includes over twenty years in staffing as well as extensive experience in sales and sales management. Ryan spent seven years working at PDI, the world’s largest contract sales organization supporting the pharmaceutical industry, where he was continuously recognized as a top performer and was promoted several times.

In 2003, Ryan was hired by a major Dallas-based staffing company where he made significant contributions. Within three months, Ryan turned the unprofitable office into one of the most profitable offices in the company. In 2005, Ryan co-founded PeopleShare, a regional staffing firm dedicated to placing candidates in light industrial, administrative and clerical positions. Ryan’s vision was to create a staffing company that provides employees and customers the opportunity to achieve their goals and enhance their overall success. Having the expertise, industry experience, and resources to recruit the best talent for each and every opportunity have been a critical factor in PeopleShare’s success.

Ryan’s determination, drive and talent have propelled PeopleShare into the fastest growing staffing firm in Pennsylvania with 16 locations throughout PA, NJ and DE. Since their first year of eligibility in 2007, PeopleShare has been named “Best Places to Work” by the Philadelphia Business Journal every year and named to the Inc.500/5000 list. In 2015, PeopleShare exceeded $100MM in annual revenue and was acquired by Trivest, a Private Equity firm based in Coral Gables, Florida.

Jeffrey B. Rotwitt received his Bachelor of Arts degree, magna cum laude, from the University of Pennsylvania and his Master of Business Administration with a concentration in Finance from the Wharton School of the University of Pennsylvania. Mr. Rotwitt also graduated from Penn’s School of Law, where he was awarded the degree of Juris Doctor and taught an interdisciplinary graduate course in entrepreneurship created for the Schools of Engineering and Law but was open to all graduate programs.

For over 40 years, Mr. Rotwitt has been active in corporate, venture capital and real estate areas as both an investor/developer and as a partner of a major Philadelphia law firm and as advisor to some of the nation’s most sophisticated firms, particularly in the areas of venture capital investments, joint ventures and real estate development totaling in the billions of dollars. He has been selected perennially by peers and professional organizations as one of Pennsylvania’s premiere lawyers.

Mr. Rotwitt developed Sun Center Studios, the state-of-the-art studio, entertainment and media facility in suburban Philadelphia that has hosted many Hollywood feature film and television productions of the major studios including Sony, HBO, MGM, Netflix and others featuring Will Smith, Sylvester Stallone, Harrison Ford, Nicole Kidman, Bryan Cranston, Kevin Hart, Bruce Willis, Richard Gere, Samuel L. Jackson, James McAvoy, Chadwick Boseman, Michael B. Jordan, Jason Segel, Sally Field, Adam Sandler, M. Night Shyamalan and Kate Winslet.

Kyle is head of Susquehanna Private Capital and is responsible for sourcing, evaluating, and executing investment opportunities. Kyle has expertise with regard to franchise services and leads SPC’s business services investment efforts. Before joining SPC, Kyle was an investor at both the TZP Group and the Carlyle Group, and an investment banker at both Barclays Capital and Lehman Brothers.

Erica’s practice focuses on mergers and acquisitions, where she represents public and private companies, and private equity firms and their portfolio companies, in a variety of domestic and cross-border transactions and in a wide range of industries. She has experience in a broad range of transactions, including acquisitions, dispositions, carve-outs, venture financings, joint ventures and other direct investments.