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Session A

Planning Your Liquidity Event

Presented By: Footprint Capital / Merrill

Panelists and description to be announced soon.

Moderator:

Braden Martini
Senior Vice President, Private Wealth Advisor
Merrill - Evelo|Singer|Sullivan|Bruegge Group

Braden Martini is a Partner and Private Wealth Advisor with The Evelo|Singer|Sullivan|Bruegge Group within Merrill's Private Wealth Management division. The Group is a nationally recognized private wealth advisory team serving senior-level public company executives, private business owners and ultra high net worth families across the country.

Panelists:

Josh Curtis
Managing Partner
Footprint Capital

Josh works with business leaders on ownership transactions and liquidity events, including sell-side and buy-side engagements and transactions, such as management buyouts, succession and exit planning, ESOP formations, capital sourcing and leveraged recaps. Prior to leading Footprint Capital, Josh was vice president at Insource Spend Management Group. He led Insource through two synergistic acquisitions and ultimately, its sale.

Conference Location

6501Kenwood Road
Cincinnati, OH 45243
Tel: (513) 561-7482