Financing Business Growth in the Lower Middle Market
Presented By: Cambridge Savings Bank / Nelson Mullins Riley & Scarborough LLP / Mirus Capital Advisors
When you’re building capital stacks to fuel your company’s expansion, it’s important to build partnerships that result in more than just a check. Join a panel of entrepreneurs, M&A advisors, and a Family Office/Private Equity partner for an engaging conversation about how to best align yourself and your company with a real partner that will ensure that 1+1 = greater than 2.
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.
SVP, Head of Corporate Banking
Cambridge Savings Bank
As a seasoned banker, Steve knows what customers are looking for in their relationship with Cambridge Savings Bank, and he strives to deliver it every day. Steve oversees the growth of CSB’s commercial and industrial lending, including asset-based lending. His goal is simple; to make CSB the community bank of choice for small and mid-sized companies. With more than 35 years in finance, Steve calls upon a wealth of experience building relationships and developing commercial business in the middle market. Steve and his team of 14 commercial lenders oversee $1.4 billion in commitments to companies largely based in New England. Previously he held key positions at places like Bank of America, Eastern Bank, State Street Bank, and Mass Development Boston. With a BA in Human Development from Colby College, Steve currently resides in Wellesley. He has participated in the Pan Mass Challenge the past 15 years and serves on the board for Capital Fund, an organization that provides financing for community health centers.
CEO & Co-Founder
Alex Faigel is the CEO and co-founder of Dr. Dental. Founded in 2004, Alex has led the organizations growth from a single dental office to 44 locations throughout Massachusetts, Connecticut, New Hampshire and New Jersey. Backed by an enduring energy and drive, Alex created the Dr. Dental vision of retailizing dental care by providing convenient, accessible, quality care via retail dental clinics in convenient neighborhood locations. In 2019 ABRY Partners, a Boston-based private equity firm, acquired Dr. Dental and continues to work closely with the management team.
Alex earned a degree in entrepreneurship and marketing from Babson College in 1999. As a strong believer in education, Alex serves as a member in local chapters of the Entrepreneur’s Organization (EO) and Young Presidents’ Organization (YPO).
Partner, Head of Mergers & Acquisitions Group
Mirus Capital Advisors
Brendan is a Partner with Mirus Capital Advisors who joined the firm in 2004. Experienced in business valuation, corporate finance advisory and deal execution, Brendan leads Mirus’ Valuation practice, as well as co-leading sell-side and buy-side M&A mandates. Brendan has made significant contributions to several dozen client transactions and engagements during his tenure with the firm. His work has focused primarily on clients in the technology, business services, and industrial and distribution sectors.
Before joining Mirus, Brendan worked for Dresdner RCM Global Advisors, the asset management arm of Dresdner Bank AG, and the Industry Standard, a business magazine focused on the internet economy.
Managing Partner, Boston Office
Nelson Mullins Riley & Scarborough LLP
Brian serves as managing partner for the firm's Boston office. He practices in the area of business law where he counsels privately and publicly held companies on corporate, finance, and securities law matters. Brian specializes in advising closely held businesses and larger companies in mergers and other business acquisitions, sales, and restructuring transactions. He also has venture capital experience, representing both emerging companies and investors.
Samantha is a General Partner with Private Equity firm Ouroboros Group, which invests in Consumer, Healthcare and the Manufacturing and Distribution spaces. Prior to Ouroboros Samantha was on the investment team at Generation Equity Capital and has been active in sourcing, evaluating and executing on investment opportunities as well as developing investment theses across various sectors. Prior to joining Generation, Samantha was at Corporate Fuel Advisors where she advised clients on a variety of M&A and financing transactions.
Prior experience includes working at a start-up quant hedge fund as an algorithm/back tester and Capital Markets at Morgan Stanley with a focus on the consumer sector. Samantha received her BBA in Design & Management, Summa Cum Laude, from Parsons The New School For Design. Most recently, she received an MBA from Brandeis University where she graduated top 5% with a concentration in Finance & Economics and a minor in Social Policy.