Are You and Your Company Prepared for Life Post-Liquidity?
Presented By: Alex. Brown / Bradley Arant Boult Cummings LLP
It’s no secret that life is a journey—and that the adventures along the way are what makes it worth the ups and downs. So, what does it mean to prepare for a liquidity event—often the largest financial event in one’s life—and start the next chapter in your journey? Do you stick around with the company as an employee? Are you leaving a legacy and your team members in good hands with the new owners? Should you consider becoming a serial entrepreneur and found a new venture? Maybe you can start investing as an angel, venture capitalist or even join a private equity firm as a partner? And what about finding purpose and significance by mentoring others or joining boards? The options are many. Join a group of executives and advisors as they talk about what they’ve done and how you can start thinking about life post-liquidity before you ever get there.
As the regional executive for Alex. Brown’s Atlanta office, Eric acts as an advocate for the area’s financial advisory teams, ensuring they have access to the breadth of valuable resources offered by Alex. Brown, a division of Raymond James. With more than 20 years of experience in the financial services industry, he lends his knowledgeable insight to help financial advisors better serve the needs of their clients while addressing their business goals.
Eric is proud to be a member of the Alex. Brown team and works to uphold the firm’s legacy of boutique service backed by corporate capabilities. Further, he actively strives to nurture a culture of collegiality for the client advisors he works with.
Before joining Alex. Brown, Eric was the Southeast and Mid-Atlantic Regional Manager for Morgan Stanley Private Wealth Management, where he was also a member of the operating committee. Prior to joining Morgan Stanley, Eric worked in wealth management at Goldman Sachs and held both advisory and management positions at Bank of America's Private Bank.
Dr. Noze Best
Christy Brown is a serial entrepreneur who has founded and exited 4 companies. She is currently a co-founder and CEO at Dr. Noze Best, a babytech company headquartered in Atlanta, GA. Christy has spent 20 years focusing on professional services, digital commerce, and technology. As an executive leader, investor, and founder, she has led as a senior executive in multiple public companies but steered her interest back towards early-stage capital in 2010 as an early-stage Angel Investor focusing solely on female founders. In 2018, as a General Partner in the launch of a venture fund in Atlanta, Christy led the creation, launch, and replication of the venture studio model beyond its formation in Atlanta across the United States.
Christy’s love of pairing venture capital with underserved founders and scaling companies was equivalent. In mid-2020, Christy’s passion took her into the day-to-day role of President & CEO of Launchpad2X, a not-for-profit accelerator she supported for years prior. Launchpad2X focused on scaling female founders via education and community. In 2022, however, she returned to the driver’s seat and became the CEO at Dr. Noze Best. Dr. Noze Best is a scaling baby tech company that is focused on products to enhance health and wellness in the modern nursery.
Christy also supports, mentors, guides, and invests in female founders and founders of color through her residency as an Entrepreneur in Residence at Emory University, a Venture Partner in multiple venture funds, a Lead of the Emory University Startup Accelerator, and serves on multiple Boards for non-profit organizations and early-stage companies
Bradley Arant Boult Cummings LLP (Bradley)
Jeff Cunningham has been counseling entrepreneurs and fast growing companies for over two decades. Jeff works with his clients to maximize enterprise value while remaining compliant with applicable laws (that his entrepreneur clients would rather ignore). He helps his clients remain focused on the reasons that they went into business in the first place.
Sig Mosley is the Managing Partner of Mosley Ventures, a venture fund investing in early stage technology startups in the Southeast and a Venture Partner in Zane Venture Fund. He is also an advisor to Silicon Road Ventures. Widely regarded as “The Godfather of Angel Investing”, a title Sig Mosley earned as president of Imlay Investments, Inc.
President & CEO
Robert (‘Bob’) Watson is the President and CEO of Juvare, LLC (formerly Intermedix), the worldwide leader in incident command and emergency preparedness technology. Bob joined Juvare with more than 35 years’ experience leading multiple technology and SaaS-based companies. His vision is to strengthen and optimize information sharing to empower preparedness and response professionals to protect people, property, and brands. In addition to leading Juvare, Bob is a Director of Cel-Sci Corporation, Vienna, VA (NYSE:CVM) where he is Chairman of the Compensation Committee.
Throughout his career, Bob has participated in over 75 acquisitions, raised nearly $1 Billion in capital, completed three public offerings and successfully sold four companies. Prior to Juvare, Bob was the President of NantHealth (NASDAQ: NH) from January 2015 to May 2017. He was also the CEO and President, as well as a Director of Streamline Health (NASDAQ: STRM) from January 2011 to January 2015. Bob formerly served as Chairman of Orthus Health (Raleigh, NC) from June 2016 until November 2017 and as a Director of Oncology Business Solutions (Albuquerque, NM) from May 2015 until May 2017.