Preparing for Life After a Liquidity Event: Beyond the Payday
Presented By: Husch Blackwell / JP Morgan Chase
A liquidity event isn’t just a transaction—it’s a transformation. Whether you’re selling a stake, exiting completely, or planning for a second bite at the apple, what comes next requires just as much strategy as the deal itself. This session will equip founders, owners, and executives with the insights needed to maximize financial security, structure the right deal, and prepare for the next chapter—whether that’s reinvesting, stepping back, or starting something new.
Panelists:
Vice President, Private Business Advisory
J.P. Morgan Private Bank
Zach Hammond is a Vice President in Private Business Advisory within J.P. Morgan Private Bank’s Advice Lab. Mr. Hammond is responsible for providing strategic business transition advice, research and analysis, and developing solutions for business owners, with specific focuses on mergers and acquisitions, business valuations, transactional deal terms, corporate governance, pretransaction planning, and maintaining a legacy business over multiple generations.
Mr. Hammond originally joined J.P. Morgan’s Closely Held Asset Management Group in 2016 as an Asset Manager responsible for conducting fundamental analysis on managed assets and their industries, completing annual valuations for closely held assets, and conducting buy/sell analysis. Prior to joining the Advice Lab, Mr. Hammond was a Director for a middle-market investment bank executing sell-side transactions for business owners.
Mr. Hammond holds a Bachelor of Science in Business Administration specializing in Finance and Economics from The Ohio State University. He currently holds FINRA Series 79 and 63 licenses.
General Partner
Cultivation Capital
Bill has 30 years of experience in medical device and healthcare information technology sectors. He founded, built and sold a highly successful digital health company called LDM Group. LDM developed a proprietary software platform designed to drive behavioral adherence. This platform was fully integrated into both EMR/EHR and retail pharmacy dispensing systems to enable patient interaction.
Prior to LDM, he held various executive leadership positions, most notably at UnitedStates Surgical Corporation (now Covidien, owned by Medtronic) and Catalina Health Resource.
Bill serves on numerous portfolio company boards as well as for the St. Louis ZooAssociation and St. Louis Community Foundation. He is on the Competition Committee for Arch Grants. A sports enthusiast, he is an active coach in Special Olympics and enjoys coaching soccer as well.
Partner
Husch Blackwell
Matt has over 15 years of experience providing sophisticated legal counsel covering the full spectrum of the business and legal needs of individuals and businesses. Clients entrust Matt with complex mergers and acquisitions and joint venture transactions across a wide range of industries. Matt works with business stakeholders to assemble the best team of industry experts and advisors (including attorneys, investment bankers, accountants and consultants) to best position the business for a transaction and maximize value. In structuring deals, conducting and managing due diligence, and drafting and negotiating deal documents, Matt and his team deliver strategic, cost-effective solutions that put business objectives first.