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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

Nick Akers

Nick Akers

CEO

FHT Capital


Nick Akers has held multiple C-level roles, beginning as the founding CEO of a venture capital funded company to commercialize technology he invented in graduate school. Most recently he served as Managing Director of Jost Chemical in St. Louis, leading major growth initiatives, including the greenfield investment of a new chemical factory in Poland. In late 2021, Mr. Akers launched a search fund in partnership with Novastone Capital to acquire and operate a business in the B2B manufacturing sector.

Keith Alper

Keith Alper

CEO

Nitrous Effect


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Randall Barker

Randall Barker

CEO

IN10T Inc.


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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.

John Dolan

John Dolan

President & CEO

PFI Holding Co. LLC


John is the President & CEO of PFI Holdings, which owns and operates four manufacturing companies that produce in-store displays and fixtures for major retailers and brands. A CFB portfolio company with over 300 employees in 7 different manufacturing facilities, PFI closed on their most recent acquisition in December 2020. John has built a reputation in turning around PE held companies in distress with sales focused leadership and rapid managerial development.

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.

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.

Taylor Hall

Taylor Hall

Managing Director & Chief Legal Officer

Permanent Equity


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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.

Kevin Herr

Kevin Herr

COO & CFO

KnowledgeLake


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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.

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.

Meg Kellogg

Meg 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 M. Koury

Lee M. Koury

Managing Partner

Smart Business Network Inc.


Lee is managing partner of Smart Business Network Inc., 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.

David Lake

David Lake

Investment Banker

ButcherJoseph & Co.


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Daniel Lauer

Daniel Lauer

Founding Executive Director

UMSL Accelerate


Dan is a highly experienced and accomplished entrepreneur who can give students advise on how to develop their innovative ideas into a product or business. As a St. Louis native, he is the CEO and Founder of Lauer Toys and the creator of the baby doll Waterbabies. His product has achieved great success by being the second best selling baby doll, with over 24 million units sold.

Dr. David Lenihan

Dr. David Lenihan

President & CEO

Tiber Health


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Chip Lerwick

Chip Lerwick

Managing Director, Aon Missouri Leader

Aon


Chip Lerwick is the Aon Missouri Leader with offices in St. Louis and Kansas City with responsibility for managing Missouri colleagues across Risk, Retirement and Health solutions to deliver the full range of Aon’s capabilities. Chip has over 25 years of experience in business development, sales management and general management working with middle market to Fortune 25 companies with a proven track record delivering results through the alignment of key resources and capabilities to meet business objectives.

Jason Mannello

Jason Mannello

Director - Private Markets

Hermann Companies


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Mark Mantovani

Mark Mantovani

Founder & CEO

Mantovani Holdings


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John Mather

John Mather

Managing Partner

BKD


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Robert Minkler

Robert Minkler

Managing Partner

Anders CPAs + Advisors


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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.

Charles Mullenger

Charles Mullenger

President & CEO

Ethos Preparedness


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Bradley Naert

Bradley Naert

Manager, Corporate Development

HBM Holdings


Brad Naert is a Manager within HBM Holdings' Corporate Development Team. He is responsible for sourcing, evaluating, and executing acquisitions that fit with the firm's overall strategic vision and long term buy-and-build approach. Previously, he served as an officer in the US Marine Corps.

Stuart Noel

Stuart Noel

Director of Business Development

Compass Group Equity Partners


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Mike Pizzella, Jr.

Mike Pizzella, Jr.

Vice President & Former CEO, StayLock Storage

Cequel III


Mike co-leads Cequel III’s family office direct investment platform, which seeks to invest private capital in lower middle market businesses. From 2016-2021, Mike served as CEO of StayLock Storage, where his team built a portfolio of 78 self storage properties, which was sold 2021. Mike has also supported corporate development efforts at TierPoint and Suddenlink during his tenure at Cequel III.

Bobby Sandage

Bobby Sandage

Manging Director

Paula and Rodger Riney Foundation


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Eloise Schmitz

Eloise Schmitz

CEO

LoanNEX


Eloise Schmitz is the CEO and Co-Founder of LoanNEX, an innovative pricing and eligibility engine. LoanNEX was officially launched in 2016 with a focus in serving the specialized needs of the non-agency mortgage market. Prior to starting LoanNEX, Schmitz spent 12 years with Charter Communications, where she served as SVP of Finance and Strategy and CFO.

Jack Senneff

Jack Senneff

Managing Director

Thompson Street Capital Partners


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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.

Judy Sindecuse

Judy Sindecuse

CEO & Managing Partner

Capital Innovators


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Steve Smith

Steve Smith

CEO

Lawrence Group


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Pablo Sobron

Pablo Sobron

Founder & CEO

Impossible Sensing


I founded Impossible Sensing to create new technologies to explore space and reverse climate change. Our innovations in optics and deep analytics are used, among others, to search for life on other planets and resources on the Moon, survey clean-tech minerals and biodiversity in the seafloor, measure and eliminate greenhouse gas emissions in the energy sector, and monitor indicators of climate change at global scale.

Charlie Walch

Charlie Walch

Chief Financial Officer

Pluton Biosciences, Inc.


Charlie Walch is a lifelong entrepreneur, with over 30 years of experience starting, scaling, buying, and selling businesses. Pluton Biosciences is the fourth business Charlie has started. Pluton invents eco-friendly products drive from microbes (think bacteria, fungi) to drive sustainability initiatives in agriculture. Current products in R&D will replace synthetic pesticides and mitigate climate change by sequestering carbon and nitrogen from the air back into the soil. Charlie currently serves as Pluton's CFO.

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

7701 Forsyth Boulevard
St. Louis, Missouri 63105
Tel: (314) 726-1964