Improving Liquidity in a Company's Balance Sheet
Presented By: Cohen & Co. / Steptoe & Johnson PLLC
When your balance sheet is strong the sky is the limit for your company’s ability to pursue M&A opportunities when they present themselves. Hear from deal veterans in private equity, accounting, and law, along with deal-minded C-suite executive, ways you can create more flexibility for operations and M&A deals.
Moderator:
Partner
Cohen & Co.
Ryan has served tax clients for more than 20 years in public accounting. His experience with real estate investment and management companies, closely held businesses and multimillion-dollar family owned businesses has given him the opportunity to hone his expertise in the areas of effective tax planning strategies and investor compliance. Ryan has worked on a variety of business issues for companies in a variety of stages — from start-ups, to those undergoing extensive growth periods, all the way to those strategizing for an exit.
Panelists:
Member
Steptoe & Johnson
Jim is a trusted advisor who brings a “total client approach” to his practice. His firsthand experience working as in-house counsel for a large corporation gives him the practical knowledge necessary to handle any type of commercial transaction. Jim concentrates in the areas of finance, corporate securities, mergers and acquisitions, corporate governance, shareholder disputes, construction law, antitrust, securities, contract drafting and negotiation, commercial and real estate law, and franchise law.
He represents clients that cover a host of industries including banking, construction, real estate, health care, manufacturing, media, engineering, and franchising. His clients describe him as “creative and committed,” and know they always have their best interest clearly in focus to find not only the legal solution but the practical solution.
The transactions he has handled during his career have been as varied as the clients he has represented.
Jim’s experience includes serving as counsel to a bank in a structured financing transaction for the gaming industry and as counsel for the purchaser of a computer service company. In addition, he has been and continues to serve as general counsel for various companies, handling their mergers, acquisitions, and dispositions and general corporate and securities counseling. He has also served in the roles of custodian and special master appointed by the court in matters involving disputes among stakeholders.
Managing Partner
Tecum Capital
Stephen J. Gurgovits, Jr. is the Managing Partner and co-founder of Tecum Capital, a $500+ million private investment firm based in Pittsburgh, PA, which oversees pools of committed capital focused on mezzanine debt, subordinated notes, and private equity, along with a separate strategy via a multi-family office platform for control equity investments. In his current role, Mr. Gurgovits, Jr. is responsible for providing strategic, operational and investment management leadership to the funds, including its overall planning, fund raising, growth and execution of strategy. Mr. Gurgovits, Jr. previously served on the board of directors of Auburn Gear, Uncle Charley’s Sausage, Oberg Industries, Gibraltar Cable Barriers, Western Allegheny Capital and is currently on the board of directors for Primetac and the Pittsburgh Chapter of the Association of Corporate Growth (ACG).