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Session C

Closing the Deal: Sell-side strategies in today's dynamic market

Presented By: Bass, Berry & Sims PLC / Footprint Capital

Join us as we dive into the evolving landscape of sell-side deals and the key factors influencing their success today compared to just a few years ago. Gain a better understanding of the shifts in buyer preferences, uncover what has changed (and what remains constant), and recognize the nuances of deal terms, including rollover and equity considerations. The session will feature real-world case studies and valuable tips to guide you in ensuring the successful sale of your company.

Moderator:

Greg Bickett
Managing Director
Footprint Capital

Greg joined Footprint Capital as managing director in 2023 and is responsible for leading both sell-side and buy-side engagements with lower middle-market business owners. He brings over 30 years of corporate development and financial management experience primarily focused on the M&A process of strategy development, financial analysis, due diligence, negotiation, and integration/separation. He has worked with both public and private companies in the automotive, retail services, chemicals and industrial manufacturing, and distribution industries.

Tatjana Paterno
M&A Partner
Bass, Berry & Sims

Tatjana is an M&A partner at Bass, Berry & Sims, PLC and focuses on middle market acquisition and disposition transactions across a range of industries including healthcare, manufacturing, food and beverage, and technology. To date, Tatjana has advised clients in M&A transactions valued at over $20 billion in the aggregate. She is a frequent speaker on M&A topics and serves as a Chair of the American Bar Association’s “Private Target Deal Points Study,” which has been widely recognized as the gold standard for market metrics of key negotiated legal issues in M&A agreements.

Panelists:

Grant Jackson
Managing General Partner
Council Capital

Grant Jackson joined Council Capital in 2009 and is the firm’s Managing General Partner. He has focused entirely on private equity investing in the healthcare services and healthcare IT sectors since 2001. Prior to joining Council, Grant worked with two other private equity firms, The Aurora Funds and First Analysis Corporation. He began his career with Accenture helping companies grow and integrate acquisitions.
Grant is currently on the Board of Council portfolio companies Advanced Care Partners, Alivia Analytics, Inner Circle Autism Network and SaVida Health.

Grant is actively involved in the Nashville Health Care Council Fellows program, serves on the Board of Trustees for Hospital Corporation of America’s (HCA) flagship Centennial Medical Center and is also involved in various church community activities.



Pryor Smartt
Managing Partner
Lead Capital Partners

Mr. Smartt is a Co-Founder and Managing Partner of Lead Capital Partners. Prior to LCP, Mr. Smartt was a Director of Investments at Harbert Management Corporation (HMC), a multi-billion institutional alternative asset manager. Prior to HMC, Mr. Smartt worked in the Investment Banking department of KeyBanc Capital Markets (formerly McDonald Investments), focusing primarily on lower middle market merger and acquisition advisory. Prior to McDonald, Mr. Smartt worked in the Corporate and Investment Banking department of SunTrust Bank. Mr. Smartt received his Bachelor of Arts in Economics with a minor in Business Administration from Vanderbilt University.

 

James Story
Managing Partner
Chapman Capital

James is passionate about a proactive, patient-centered approach to managing population health. With an entrepreneurial spirit and nearly 15 years of experience in the employee benefits industry, he is committed to significantly altering the future cost of healthcare. James’ leadership at Wellview is the culmination of his passion for helping patients better understand the clinical and financial value of preventive care and his track record of growing businesses successfully and strategically. In serving as CEO, James ensures execution of the company’s vision to provide innovative well-being solutions in a convenient and consumer-friendly way. Whether it’s our team or a client’s entire member population, James seeks to inspire and impact those around him. With this goal in mind, he believes that we all desire to impact others’ lives and to be a part of something bigger than ourselves.

Conference Location

6201 Hickory Valley Road
Nashville, TN 37205
Tel: (615) 352-6591