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What To Do With the Family Business?

Presented By: Gridiron Capital / Ellsworth Advisors / Kaulig Companies

Family-owned businesses have their own unique dynamics — from multiple shareholders to complicated succession plans. And with the economic downturn caused by the COVID-19 crisis, what’s best for your company’s future? Hear from a group of current and former family business owners, private equity leaders focused on family businesses, and M&A advisors as they discuss how to navigate the most difficult questions.

Moderator:

Sean Kelley
Managing Director, Business Development
Gridiron Capital

At Gridiron Capital, Sean focuses on developing new business partnerships, marketing, communicating with business owners, and managing investment sourcing and exit planning. Prior to joining Gridiron Capital, Sean served as vice president at BB&T Capital Markets in Richmond, Virginia. His responsibilities at BB&T included executing mergers and acquisitions advisory for middle-market businesses, as well as establishing and strengthening business development relationships with middle-market investors. Earlier in his career, Sean worked at Credit Suisse and Deutsche Bank.

Panelists:

Tom Burger
Managing Partner & Co-Founder
Gridiron Capital

Tom is Co-Founder and Managing Partner of Gridiron Capital, a leading middle market investment firm focused on investing in branded consumer, B2B and B2C services, and niche industrial companies across North America. Tom’s responsibilities with Gridiron include the overall management, vision, strategy, team building and execution of the business. Tom received a B.S.E. in Mechanical Engineering and Materials Science from Duke University, where he played varsity football and was a member of the Atlantic Coast Conference Academic Honor Roll. He holds an M.B.A. from The Wharton School at the University of Pennsylvania.

Tim Clepper
President and CEO
Kaulig Companies Limited

Tim is the President and Chief Executive Officer of Kaulig Companies Limited, the Single Member Family Office for Matt Kaulig and his direct family. For more than 20 years, Tim has excelled in the financial management business and holds all of his professional asset management licenses including the Series 65. Throughout his career, Tim has been responsible for the management of significant financial assets for both high net worth individuals and businesses.

Kevin Jackson
Managing Partner
Gridiron Capital
Matt Kaulig
Executive Chairman
Kaulig Companies

Matt is the Executive Chairman of the Kaulig Companies Limited, his single member family office. Matt is a proven entrepreneur and philanthropist as defined by his founding of Leaf Home Solutions™, one of the largest direct to consumer home products companies in the United States and Canada. Leaf Home Solutions™ owns brands such as LeafFilter® Gutter Protection and Leaf Home Safety Solutions™, one of the nation’s leading fully integrated “aging in place” consumer product providers which includes walk-in bathtubs, wheelchair ramps, stair lifts and handrails.