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Session C

Building Complex Capital Stacks: What Has Changed Since We Last Met and Where Do We See It Going?

Presented By: First National Bank

Whether you’re raising capital to embark on a series of acquisitions or to tackle organic growth, getting the financial side of your business in order is just as critical as shoring up your people and operations. Join a conversation among senior executives and veteran financiers as they share actionable advice on how to build successful financial growth strategies for any stage of your business’ life cycle.

Moderator:

Ron Donatelli
Pittsburgh Regional President
First National Bank

Ronald is President of the Pittsburgh Region of First National Bank. He is responsible for integrating FNB’s successful cross-functional business model and for developing small business, middle market and corporate banking opportunities in the Company’s headquarters market. Donatelli also oversees FNB's Asset-Based Lending group, which operates across the Company footprint.

Donatelli joined FNB in 2009 to lead its Asset-Based Lending division and has had oversight for various corporate banking groups within the organization, including Syndications and International Banking Services. He has more than 40 years of financial services experience, having held a range of leadership roles with asset-based lending groups at major banks in the Pittsburgh area.

A graduate of LaRoche College, Donatelli is active in the community as board chairman for Bridgeway Capital and chair of the Watson Institute/First National Bank Pro Am golf tournament committee.

Panelists:

Mike Brown
Managing Director, F.N.B. Capital Markets
First National Bank

Mike Brown is a Managing Director in the F.N.B. Capital Markets group, leading the Syndications practice for the Commercial & Industrial segment. Mike has over 15 years of capital markets experience focused on the middle market, sponsor finance, asset-based lending and healthcare syndicated finance. Previously, Mike co-founded the Syndicated Finance group at Huntington National Bank. Mike's varied experience also includes public accounting and he served as the CFO of a private equity-owned manufacturing business. Mike has a B.S. in Accounting from Miami University and MBA from The Ohio State University and holds a CPA along with Series 63 and 79 licenses.

 

Patrick Dugan
Former CFO
Wabtec Corporation

Pat Dugan is an established finance leader, with over 30 years of experience, at the Board, C-Suite, and Executive Management levels, guiding Diversified Industrial, and Technology companies to growth and success. Having worked with various organizations spanning start-up entities to S&P 500 organizations, he has provided financial leadership, developed effective growth strategies, provided operational integration and support, and created shareholder value.

Recently retired as Chief Financial Officer of Wabtec (NYSE: WAB), Dugan, as Chief Financial Officer and Executive Vice President,has been responsible for all aspects of Investor Relations, Accounting, Tax, Finance, and Information Technology. He was part of an executive team that led the company to expand into global markets and develop new products. Having grown through a combination of organic expansion and M&A, Wabtec has been recognized for having achieved a record string of year-over-year stock price increases, ultimately named a member of the S&P 500.

Today, Pat provides consulting and board advisory services for diversified industrial companies facing rapid expansion and growth, as well as assisting a number of local non-profits.

 

Craig Heryford
National Chair Business Transactions Sections
Gordon Rees LP

Craig's practice is concentrated in the area of mergers and acquisitions, venture capital and corporate finance matters as well as the representation of mature and emerging businesses. He has experience in a wide variety of commercial transactions, including numerous corporate finance and venture capital funding transactions involving both equity and debt, as well as merger and acquisition and private equity transactions.

Mr. Heryford regularly represents investors, including private equity and venture based investors, in portfolio investments and acquisition and divestiture transactions. He has also represented fund clients in fund formation work, including the structuring and formation of the funds, negotiation and preparation of investor documents and constituent fund documentation.
Mr. Heryford is the chair of the firm's Business Services Section and Business Transactions Practice Group.

Rocky Pontikes
Managing Director of Investment Banking
Mesirow Financial

Rocky is a managing director in Mesirow Financial’s Investment Banking group. He is responsible for developing key relationships, leading deal teams throughout the transaction process and providing advisory services on middle-market M&A assignments within the distribution & supply chain and industrials sectors.Rocky has more than 20 years of investment banking experience. Prior to joining Mesirow Financial in June 2001, he was an investment banker in the global investment banking division at Merrill Lynch & Co., providing corporate finance, merger and acquisition, and public and private capital advisory services to middle-market and growth-oriented companies. Rocky has played an integral role in many notable M&A and capital markets transactions across numerous industries with aggregate transaction value of over $10 billion. He has led several industry award-winning and notable transactions in recent years.In 2012, Rocky was named a winner of The M&A Advisor 40 Under 40 Awards for the central region. Rocky is an active member of The Economic Club of Chicago, The Association for Corporate Growth and Turnaround Management Association.Rocky earned a BS from the Wharton School at the University of Pennsylvania. He holds FINRA Series 7, 63 and 79 licenses.Rocky has four sons, is happily married to his wife Jen, and is an avid golfer and paddle player.

Conference Location

600 Commonwealth Place
Pittsburgh, PA 15222
Tel: (412) 391-4600