The Game of Risk: Protecting Value in Liquidity Events

Ira is a senior financial executive with over 25 years of experience tackling complex business matters, improving operating performance, developing strategic plans, implementing core strategies that consistently improved financial performance and maximized stakeholder value. An expert at analyzing business needs and marshaling cross-functional team resources to deliver results. Extensive leadership experience in varied “C-suite” management roles – CEO, CFO, COO and CRO.

Caleb serves as a partner in the Accounting and Advisory practice of Smith + Howard. Caleb’s has extensive experience across multiple industries – manufacturing, distribution, construction and nonprofits, as well as experience as a financial statement auditor. In his role, he provides services to businesses, including Quality of Earnings, financial due diligence, SOC, litigation support, and internal controls and management consulting.

Neil is the CEO of Lockton’s Southeast Series and a member of its Executive Committee. With over two decades at Lockton, he has been instrumental in driving client production and retention, leading teams to deliver optimal cost of risk, comprehensive program coverage, and exceptional service. As a Producer, he continues to serve clients across a wide range of industries, including financial services, manufacturing, real estate, food services, media, technology, and private equity, working with organizations from the middle market to Fortune 100 companies.

In addition to his leadership in the Southeast Series, Neil is a Partner at Lockton Partners, LLC, and serves as an Executive Committee Member of the Professional and Executive Risk National Practice, focusing on D&O, Cyber, Tech E&O, and Specialty Professional Lines, including M&A and Transactional Liability. Prior to Lockton, Neil was a Managing Director at Hobbs Group, and prior to that, was an underwriter at AIG.

Jacob joined Trivest in 2015. He is responsible for the analysis of investment opportunities, identification of strategic acquisition targets and monitoring of existing portfolio companies. Prior to joining Trivest, he was an Associate at Sentinel Capital Partners, where he spent two years screening and executing middle market transactions across a wide range of industries as well as handling portfolio company responsibilities. Prior to joining Sentinel, Jacob was an Analyst at SunTrust Robinson Humphrey in the industrials investment banking group. He received his B.B.A. from Emory University’s Goizueta Business School and M.B.A. from Columbia Business School.