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Session B

Options for Liquidity

Presented By: Bradley Arant / Smith + Howard

Whether you’re selling all of your business or engaged in a partial deal, when you take chips off the table you need to know how to prepare for the liquidity event in advance. And when that deal helps inject liquidity into your company’s balance sheet it becomes a win-win proposition. Hear a panel of owners and advisors share their insight on how to affect the dual benefits of liquidity events. 

Panelists:

Caleb Lloyd
Partner, Accounting and Advisory Services
Smith + Howard

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.

Stephen Opler
Partner
Bradley Arant Boult Cummings LLP

Stephen Opler concentrates his practice on the distinctive characteristics of liquidity transactions by and with entrepreneurs. Stephen helps private equity funds, strategic acquirers and entrepreneurial buyers and sellers achieve their goals by leveraging his three decades as an M&A lawyer, entrepreneur, business founder, investment banker, in-house lawyer and CPA.

Jonathan Sherrill
Owner
Blydan Steel

Jonathan Sherrill is an accomplished investor and former business owner with a strong background in the steel building components manufacturing industry. He began his career at Gulf Coast Supply, where he quickly rose through the ranks to become the President, a position he held until 2017.

In 2018, Jonathan founded Quicken Steel, a company he led to great success over the next four years. Under his leadership, Quicken Steel became known for its innovative solutions and exceptional customer service. Jonathan strategically exited the company in 2022, marking the end of a remarkable chapter in his career.

Today, Jonathan is focused on leveraging his extensive experience and knowledge to excel in the world of investing. He remains open to opportunities and ready to offer his assistance where his experiences may be beneficial to others.

Conference Location

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