Taking Chips Off the Table—Exploring Alternatives for Achieving Liquidity
Presented By: Griffin Financial Group / Troutman Pepper Hamilton Sanders LLP
Owners of middle-market companies typically think “full exit” when they hear the word “liquidity”. But it doesn’t always have to be that way. Join former business owners, an investment banker, and an M&A lawyer as they will explore different liquidity options for your business. Discover the positives and negatives of each while gaining insight on how to evaluate what’s best for you and your business.
Moderator:
Senior Managing Director
Griffin Financial Group
John Lee manages Griffin’s Commercial, Industrial and Services Group. He has 25 years of experience providing merger and acquisition advisory services, private placements of debt and equity capital, and management buyout advisory services for middle-market companies in a wide range of industries. His experience includes sourcing, initiating and managing numerous investment banking transactions for middle-market business and government services, consumer and industrial manufacturing, distribution and technology companies.
Panelists:
Partner
Troutman Pepper Hamilton Sanders LLP
James works with private equity firms and their portfolio companies on transformative deals that support strategic goals and lead to growth. He also assists company owners in selling their businesses.
James advises both buyers and sellers on strategic transactions, focusing on mergers and acquisitions, with an emphasis on advising private equity sponsors and their portfolio companies. He takes a leading role in counseling buyers, sellers, and company owners in M&A transactions across a broad range of industries, including technology, manufacturing, food and beverage, health sciences, health care IT, financial services, insurance, home services, transportation, and construction.
James’ clients also rely on him for advice and counsel related to corporate governance, structuring, and corporate finance matters.
Founder & CEO
Careerminds
Raymond Lee is the Founder and CEO of Careerminds, a global, virtual outplacement company launched in 2008. He has over 18 years of human resource, outplacement, and career consulting experience, and he’s also a certified retirement coach.
Raymond pioneered the concept of virtual outplacement after years of delivering traditional outplacement in a variety of HR roles and saw a huge opportunity to align career transition programs with the way people were actually looking for jobs. When Raymond started the company, he had one goal in mind: to create forward-thinking transition programs that reduced employee stress. This included developing robust software to personalize the transition experience for all levels of the organization, and hiring expert consultants to support participants every step of the way.
Raymond holds his bachelor’s in psychology and a master’s degree in Industrial/Organizational Psychology from Louisiana Tech University. He sits on the Careerminds Board of Directors, is the President of the Philadelphia Society of People and Strategy, and is an active speaker and contributor to HRPS & SHRM. Raymond’s been featured on SiriusXM 111 Business Radio, Wall Street Journal and Fox Business News.
Founder
Whiteboard Higher Education
Pat has over 10 years of experience leading enrollment management strategies for colleges and universities, using market analysis, target marketing, enrollment forecasting and predictive modeling to help institutions find new markets, design recruitment campaigns, retain students and optimize financial aid models. He also spent more than two decades cultivating his marketing and business development expertise in leadership roles.
Pat helps higher education institutions identify, engage and enroll best-fit students by finding new markets, providing enhanced consumer data and competitive peer analysis, and developing authentic student recruitment campaigns utilizing various marketing channels and strategies.
He helps colleges and universities set their tuition with confidence and optimize financial aid outcomes with tuition studies, enrollment forecasting and predictive modeling. Pat guides clients throughout the student journey — using market analysis to identify the right students; assessing and qualifying staff resources; developing a customized engagement reporting strategy; and mobilizing, analyzing and course-correcting throughout the funnel.
