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Session A

Fueling Growth: Choosing and Structuring Capital for Scale

Presented By: Burr Forman / Southstate Bank

Growth requires capital—but the type, structure, and timing of that capital can shape outcomes for years to come. This session brings together operators, investors, lenders, and advisors to explore how companies finance growth across the capital stack. From senior debt and private credit to minority and control equity, learn how experienced deal teams evaluate tradeoffs, structure deals, and align capital with long-term strategy.

Moderator:

Will Buchly
Director of Sponsor Finance
Southstate Bank

William brings 18 years of commercial, middle market and corporate banking experience to his role, having worked previously for Synovus, Truist and, most recently, Georgia Banking Company. He holds a master’s degree from Georgia State University and a bachelor's degree from University of Georgia. Buchly co-founded an athletic fundraising event, the Trinity Combine, and previously served as chair of the Trinity Community Ministries board. 

Panelists:

Shaun Bank
CEO
ImagineX

Shaun is a passionate and seasoned technology consulting leader with 25 years of IT consulting experience. He loves solving client problems, delivering high quality deliverables and being a trusted advisor to his clients. On the business side he focuses on Digital Marketing Strategy, Web & Mobile Strategy, CRM & Customer Strategy. On the tech side he has spent much time dedicated to Program, Project, and Agile Management, Business/Technical Analysis, Vendor Assessments, Solution and Technical Architecture & Roadmapping, Business Process Design, Test Planning & Execution, Test Process and Tools, Training Development & Delivery, Agile Release Planning, Agile Execution (using Scrum and XP) and Agile Transformation and Coaching. He has worked across large and small clients in the Telecommunications, Auto, Finance, Hospitality, Retail, and Insurance industries including AT&T, Verizon Business, Telus, Cox Automotive, IHG, ADP, The Home Depot, and Airbnb.

Jerry Nowlin
Managing Director
MSouth Equity

Mr. Nowlin joined MSouth in 2015. Prior to joining MSouth, Mr. Nowlin most recently worked at Thomas. H. Lee Partners, a private equity fund based in Boston, as an associate in the Consumer & Healthcare vertical. Prior to joining Thomas H. Lee Partners, Mr. Nowlin was an analyst in the Consumer & Retail group at Barclays Capital.

Mr. Nowlin is a graduate of the University of Georgia Terry College of Business where he received his B.B.A. in Finance and Accounting.

Ed Snow
Partner
Burr & Forman LLP

Ed Snow is a partner at the law firm Burr & Forman representing banks and private equity/credit funds in middle market finance transactions. Ed is a fellow of the American College of Commercial Finance Lawyers and has recently published “Sealed According to Law: The First Loan Closings in Antiquity” in The Banking Law Journal.

 

Spalding White
Managing Partner
Route 2 Capital Partners

Spalding is a founding partner of Route 2 Capital Partners and with over 25 year's experience in the space, has deep knowledge and experience in lower middle market mezzanine and equity investing.

Conference Location

1930 Bobby Jones Drive
Johns Creek, GA 30097
Tel: (770) 448-2166