Transition or Sell: What to do with the family business?
Presented By: Arent Fox / BankProv
Determining the future of the business your family owns is one of the most important decisions you can make. Do you have a “next” generation ready? Are you considering selling to your management team or creating an ESOP? Or is an outright sale in the cards? Join a quartet of executives and advisors as they explore the big questions every family business must answer.
Following a 40-minute panel discussion you will have the opportunity to meet the speakers and ask questions during a 20-minute video Q&A session.
Managing Partner - Boston
David Barbash is the Managing Partner of the Boston Office and member of the Corporate and Securities Group of Arent Fox LLP, a full service national law firm of over 450 attorneys across five offices: Washington, New York, Boston, Los Angeles and San Francisco. In addition to serving as the Managing Partner of the Boston Office, David is a member of the Firm’s Executive Committee, Co-Manager of the firm-wide Business Department and Co-Chair of the Firm’s Venture Capital and Emerging Business Industry Group.
David’s practice is focused on representing companies ranging from early stage to more mature family owned and venture backed companies in such areas as mergers and acquisitions, venture capital/private placements, strategic alliances/joint ventures, and licensing arrangements, as well as advising clients on day to day general business matters. He serves as a trusted legal advisor to senior management and boards of directors to assist clients in achieving their organizational objectives, while making certain to protect them legally.
Chairman, President & CEO
Molly is the Chairman, President and Chief Executive Officer of Hubbard-Hall – a $50 million chemical company with three locations on the Eastern seaboard, including headquarters in Waterbury. Molly directs, manages and runs the business – and through direct reports, oversees operations, sales and technical development.
R. Klein Consulting LLC
Ruben is the founder of R. Klein Consulting LLC where he advises privately held companies on a variety of financial strategies. Most recently he was the President & CFO of TriWire Engineering Solutions, a provider of technical services to the telecommunications industry, where he led the sale of the company to a strategic buyer. Previously, Ruben was the CFO for several industrial companies, where he has managed over a dozen M&A transactions. Ruben’s background also includes a successful career in corporate banking.
Senior Vice President
Brent Mathews is a commercial lender with BankProv, focusing on acquisition financing of lower middle market companies by private equity groups, independent sponsors, management teams and private companies on a cash flow basis. Prior to BankProv, Brent worked at PNC Business Credit, CIT Group and GE Capital originating and structuring asset based and cash flow loans including unitranche and 1st lien/2nd lien structures.
President & CEO
Daniel began his professional career with the Pepsi Cola Company where he worked in a variety of positions and concluded his tenure at Pepsi in 1996 in the position of Manager of Labor Relations for North American operations. In 1996 Daniel joined his family at Robison as Vice President of Operations and is currently CEO and President. Since his arrival, Robison has expanded its services to include natural gas supply and service, electricity supply, air conditioning, home performance services, duct cleaning, as well as mold testing and remediation. Robison now employs over 200 people and serves over 24,000 homes and businesses throughout the New York metro area. Daniel is a member of the Executive Committee of the Empire State Energy Association. In addition to his duties at Robison, Daniel serves on the board of Feeding Westchester as well as the Westchester Business division of the United Jewish Appeal. Daniel, his wife Jill, and their three children live in White Plains, NY.