Skip to Content

Committee

Chairman

Fred Koury

Fred Koury

President & CEO

Smart Business Network


Fred co-founded Smart Business Network in 1989 with a single publication in Cleveland, Ohio. In the years since, he has built the company into a leading multimedia and content marketing business providing print and digital marketing services to a national client base.


Host Committee

David Bentzinger

David Bentzinger

Team Lead - Corporate Banking

PNC Bank


David leads PNC Bank's Corporate Banking Team covering Missouri, Arkansas, Kansas, and Nebraska. PNC's Corporate Banking Group provides ideas and solutions for companies with revenue in excess of $50 million. The group provides a broad set of corporate finance, cash management, investment advisory, and merger and acquisition solutions. In addition to traditional corporate banking, his background includes leveraged and asset-based lending.

Tim Buening

Tim Buening

Vice President

Capital For Business, Inc. and Commerce Bancshares, Inc.


Tim is one of six partners responsible for sourcing, analyzing, selecting, structuring, and managing various platform and add-on acquisitions. Prior to joining CFB, Tim spent more than 20 years in various roles across a wide range of companies and functions, including investment banking, marketing and innovation, corporate strategy and M&A, leveraged lending, management consulting, sales and commercial banking.

Bo Butters

Bo Butters

Managing Partner

CLA


Bo is a Principal at CliftonLarsonAllen LLP with 26 years experience assisting private and public businesses with accounting, tax and consulting issues. He is one of the St. Louis regional leaders for transaction services provided to private equity firms and privately-held companies. Bo has extensive experience serving as the lead partner on due diligence and audit engagements in conjunction with business acquisitions and dispositions.

Drew Caylor

Drew Caylor

Managing Director

WILsquare Capital


Drew is managing director of WILsquare Capital. He has spent his career investing in and operating businesses in the lower-middle market. His background includes the leadership of buyout transactions, service on portfolio company boards and various operating assignments.
Previously, he was a partner at Louis York Capital, a multifamily office making direct investments in industrial manufacturing and distribution businesses. There, he focused on deal execution and served as director of a manufacturing platform company.

Maxine Clark

Maxine Clark

Founder

Build-A-Bear Workshop | Clark-Fox Family Foundation


Maxine is the Founder of Build-A-Bear Workshop®, a teddy-bear themed retail-entertainment experience. Founded in 1997, today there are over 400 Build-A-Bear Workshop stores worldwide and nearly 200 million stuffed animals have been sold. Her latest venture is the Delmar DivINe™—the transformation of a neighborhood eyesore, the historic St. Luke’s Hospital, into a multi-use real estate development to open in 2021.

Meg Fisher

Meg Fisher

Market President

CIBC


Meg currently serves as Market President for CIBC in St. Louis. In her role, Meg leads the Commercial Banking Team and oversees the coordinated delivery of commercial banking, commercial real estate, private wealth, and community banking services in the market. She has over 20 years of professional commercial banking experience, primarily spent in the St. Louis region.

Tim Fogerty

Tim Fogerty

Managing Director

First Bank


Tim, Managing Director of Midwest Commercial Banking, with responsibilities for First Bank teams in Middle Market Commercial and Industrial, Commercial Real Estate, and Public Funds. Prior to joining First Bank, Tim was EVP and Chief Lending Officer for another financial institution with over 36 years of commercial banking experience with a focus on working with family and privately owned businesses.

Andrew Fulford

Andrew Fulford

Vice President, Corporate Development

HBM Holdings Company


Andrew is an investment professional with 15 years of experience of direct investing in middle-market companies. Since 2018, he has served as vice president of Corporate Development for HBM Holdings Co., an investment and management firm in St. Louis focusing on a long-term buy and build approach to operating companies in its portfolio. He is also responsible for the firm’s efforts on deal origination and execution of platform and strategic add-on acquisitions.

Neal Furlong

Neal Furlong

Senior Wealth Advisor

Hightower Wealth Advisors


Neal brings 25+ years of comprehensive planning experience in his role as Senior Wealth Advisor at HighTower, a respected St. Louis-based Wealth Management practice. Neal believes in the importance of fundamentals and discipline (stemming from his college football days); it is the approach he takes to creating financial plans. Focused on business owners, Neal’s experience runs from executive/owner benefits through advanced succession planning and holds his Certified Exit Planning Advisor (CEPA®) credentials.

VIncent Garozzo

VIncent Garozzo

Officer

Greensfelder, Hemker & Gale, P.C.


With extensive experience in mergers and acquisitions, corporate finance and tax issues, Greensfelder attorney Vince offers business-oriented solutions to clients in corporate transactions. He is a member of Greensfelder's Board of Directors andleader of the Business Services Practice Group. He previously served as president. He has represented clients in transactions in the U.S. and abroad, handling the financial, tax, accounting and business-law aspects of mergers and acquisitions and corporate finance transactions.

David P. Grigsby

David P. Grigsby

Chief Executive Officer

Gas It Up, Inc


Read More
Keith Harbison

Keith Harbison

Founder

Alitus Partners


Keith was founder, chairman and president of Pretium Packaging, growing it into one of the largest plastic bottle manufacturers in North America. After selling it, he founded Alitus Partners, which provides small business owners with the capital and operating expertise to enhance growth and support infrastructure development. Alitus has a long-term strategy and invests in control positions in lower middle-market businesses involved in manufacturing, processing, industrial services and business services.

Tom Harmon

Tom Harmon

President - St. Louis

Commerce Bank


Tom, CFA, is President of Commerce Bank, St. Louis and leads the Bank's commercial banking activities in the St. Louis Region. Tom has 25 years of commercial banking experience including leveraged and syndicated deal experience with privately held, public and private equity owned companies. He also spent over three years as President of Legacy Pharmaceutical Packaging in St. Louis where he led efforts to raise bank debt, subordinated debt and equity while tripling revenues.

Matt Harvey

Matt Harvey

Partner

RSM US LLP


Matt is the Office Managing Partner for RSM's St. Louis office which provides audit, tax and consulting services to clients in a wide variety of industries. Matt has 25 years of experience and serves both public and private companies. He also volunteers as a board member for FamilyForward in St. Louis.

Kevin Herr

Kevin Herr

COO/CFO

KnowledgeLake


Read More
Jeff Hoelscher

Jeff Hoelscher

Office Managing Partner

EY


Jeff is the office managing partner for EY St. Louis, an office of over 400 people that offers professional services including assurance, consulting, transaction advisory, and tax. He has been with the firm for 28 years in the assurance practice serving many prominent private and public companies in St. Louis.

Cliff Holekamp

Cliff Holekamp

Co-founder & Managing Director

Cultivation Capital


Cliff is co-founder, managing director and general partner at Cultivation Capital. The firm was named the most active venture capital firm in the Midwest by Pitchbook, and a top 10 leading firm by Crunchbase. Previously, he was founder and president of Foot Healers and the Professor of Practice and Academic Director for Entrepreneurship at the Olin Business School at Washington University, where he was named one of the Top 100 Entrepreneurship Professors in the World.

Rick Holton

Rick Holton

COO

Hermann Companies


Rick is a founding Partner at FINTOP Capital and COO of Hermann Companies. Rick serves on the boards of Arch Design, BridgeFT, CoverCress, Denim Social, EmpowerMe Rehab, KnowInk, Transactly, SMArtX, and YPO St. Louis.

John Howe

John Howe

CEO

Manna Pro Products LLC


John is CEO of Manna Pro Products, a $350 million pet care and nutrition company in Chesterfield, MO. Since John became CEO in 2008, Manna Pro has more than quadrupled its revenue, driven by strong organic growth and the completion of 15 acquisitions. John was recognized as an Ernst & Young Entrepreneur of the Year in 2016. Manna Pro is owned by Morgan Stanley Capital Partners.

John Hull

John Hull

Managing Director

The Fortune Group


John is a Managing Director of The Fortune Group. Over the past 30 years, his energy, integrity, and results-oriented approach has earned him the trust and respect of his clients and allows him to address the unique transactional needs of closely-held companies. John was instrumental in the founding of the Alliance of International Corporate Advisors (AICA), a global network of 41 middle-market investment banks that generate over 200 transactions per year with total deal value of more than $6 billion.

Heath Hunter

Heath Hunter

Vice President - Corporate Development

Dot Family Holdings


Heath serves as vice president of Corporate Development for Dot Family Holdings. He began his career as a management consultant with PwC. Prior to DFH, he was a vice president with the private equity firm Prospect Partners in Chicago.

Nick Kalist

Nick Kalist

Resident Managing Director, Missouri

Aon


Nick is the Resident Managing Director for Aon Missouri. Aon (NYSE:AON) is a leading global professional services firm providing a broad range of risk, retirement and health solutions with 50,000 colleagues in over 120 countries.

Megan Kellogg

Megan Kellogg

Tax Managing Director

BDO USA LLP


Meg Kellogg is a Tax Managing Director at BDO. She has 28 years of tax experience, including 25 years in public accounting. Meg’s extensive experience includes serving privately held flow-through entities with tax planning and compliance, in addition to her experience with consolidated entities and income tax accounting. Meg has served clients in a variety of industries including construction, telecommunications, retail and manufacturing.

Paul Klug

Paul Klug

Shareholder

Polsinelli PC


Paul’s practice focuses on corporate law, mergers and acquisitions and corporate finance, securities and private equity, with experience in tax, franchise law and real estate for clients in various industries. Paul counsels companies from startups to emerging and growing businesses, to companies that are downsizing or preparing to sell or whose owners are preparing for an exit, including transactions involving privately held and public companies and private equity.

Lee Koury

Lee Koury

Managing Partner

Smart Business


Lee is managing partner of Smart Business Network, a national events, media and marketing company founded in 1989, primarily responsible for expanding the company’s Aspire deal-making conference throughout the U.S. He plays a key role in establishing corporate policies and developing long-term strategy and growth plans. Previously, he founded and chaired the Growth Group at national law firm Arter & Hadden LLP (now Tucker, Ellis & West), which focused on working with middle-market and high-growth technology companies.

Dan Kraus

Dan Kraus

Managing Director

BMO Harris Bank


Dan has served as managing director and commercial banking market executive for BMO Harris Bank’s Commercial Banking Division since 2015. As an executive leader, he is responsible for the oversight and management of all aspects of the bank’s Commercial Banking operations in eastern Missouri and the Greater St. Louis area. He also serves on a leadership team that creates and implements strategic initiatives and mentors sales leaders across BMO’s expansion markets.

Jason Mannello

Jason Mannello

Director - Private Markets

Hermann Companies


Read More
Mark Mantovani

Mark Mantovani

Former Owner & CEO

Ansira


Read More
Robert Minkler

Robert Minkler

Managing Partner

Anders CPAs + Advisors


Read More
Bill Morgan

Bill Morgan

Managing Member & Owner

Process Control Solutions, LLC


Bill currently owns and operates a turn-key provider of systems integration services and distributor of process equipment in the Midwest. Prior to PCS, he purchased the assets of a distressed St. Louis based manufacturing company which he later sold after a complete turn-around. Additionally, Bill was a senior executive for a diversified, privately held middle market manufacturing company having key roles in Corporate Operations and serving on the Executive Staff of various business units within the portfolio. He has an MBA from the University of California and has been a board member for multiple businesses.

Robert Newmark

Robert Newmark

Partner

Bryan Cave Leighton Paisner LLP


Read More
Matthew Porter

Matthew Porter

CEO

Invisibly


Husband, Father, Geek, Ultramarathoner, Multiple Sclerosis Warrior, and Entrepreneur. Co-Founder and Former CEO of Contegix. Currently CEO of Invisibly, a VC-backed startup.

Mike Prost

Mike Prost

Vice President

Mueller Prost CPAs & Business Advisors


Mike has been actively engaged in valuations of closely held companies, provided business consulting services including expert witness testimony and has been providing accounting, tax and other business advisory services since 1977 for closely held business owners. As a distinguished business advisor, he provides companies with methods and processes to improve profitability and provides valuation consulting, litigation support services and more. Mike also works directly with business owners, helping them to develop the skills and attributes needed to achieve their business and professional goals.

Gary Sahrmann

Gary Sahrmann

Partner & CFO

Millstone Capital Advisors, LLC


Gary is a Partner and the Chief Financial Officer of Millstone Capital Advisors, LLC, a private investment company focusing on the lower middle market. Prior to this, he worked for a family office and privately held business and has extensive experience in acquiring and growing companies in this space.

Jack Senneff

Jack Senneff

Managing Director

Thompson Street Capital Partners


Read More
Kevin Short

Kevin Short

Managing Director & CEO

Clayton Capital Partners


Kevin is managing director and CEO of Clayton Capital Partners, a St. Louis-based investment banking firm specializing in merger and acquisition advisement. He is author of "Sell Your Business For An Outrageous Price," which synthesizes his experiences selling mid-sized companies for twice the industry average EBITDA multiple. He has also orchestrated more than 150 purchase/sale transactions with an aggregate value of more than $1 billion. Years of experience enable him to aggressively pursue his clients’ objectives during the turbulence that characterizes every transaction.

Rose Thompson

Rose Thompson

Chief Operating Officer

ButcherJoseph & Co.


Rose is the COO of ButcherJoseph & Co., a family of companies covering multiple lines of business including traditional M&A advisory, ESOP buyouts, private capital, and valuation advisory. Headquartered in St. Louis and nationally recognized as a leader in ESOP transaction advisory services, ButcherJoseph advises middle market companies all over the U.S. in a variety of industries.

Ross Toohey

Ross Toohey

CEO

2e Group


In his role as CEO, Ross guides strategic direction for the first and only three-time MM&M Healthcare Agency of the Year. He recently merged his firm into the Fishawack Group, forming one of the world’s largest privately-held healthcare agency collectives. A “40 Under 40” and “Agency Entrepreneur of the Year” recipient, Ross is a regularly featured speaker on topics including patient engagement and empowerment, rare disease, and digital strategy for healthcare marketers.

Douglas Wilber

Douglas Wilber

CEO

Denim Social


Doug the CEO of Denim Social, a social media management software company that provides tools to empower marketers in regulated industries to manage organic social media content and paid social media advertising on one platform.

Michael Zeller

Michael Zeller

Member & Head of Global Services

Moore & Van Allen


Mike is the co-head of Moore & Van Allen's Global Services Group. In that role, he provides his corporate transactional clients the accessibility, responsiveness, knowledge and understanding of in-house counsel, coupled with the deep, full-spectrum Moore & Van Allen legal resources and cost-efficiencies.

Conference Location

Dealmakers Conference
St. Louis, Missouri
Tel: (800) 988-4726