Lower Middle Market Financing: Options for Raising Capital to Fuel Business Growth
Presented By: TCF Bank
As you and your company continue to recover from the impact of the Great Shutdown, now more than ever it’s critical to evaluate your financial needs. Join a group of financiers as they discuss how to identify, assemble, and deploy the right type of middle market capital to survive, recover, and then make acquisitions to fuel growth.
Moderator:
Regional President Northeast Ohio
TCF Bank
Jamie joined TCF Bank, formerly Chemical Bank, in May of 2013 and has successfully built, grown and managed the Northeast Ohio Region. Jamie is responsible for leadership, growth, strategic alignment and profitability of the bank and its businesses including commercial banking, treasury management, private banking/wealth management, mortgage banking and retail banking. Jamie’s 27 years of experience includes commercial banking, investment banking and consulting. In the financial services industry, Jamie successfully built, grew, led and managed six profitable businesses totaling growth of $2.6 billion in assets.
Panelists:
President
TCF Capital Funding
Joe is President & Co-Founder of TCF Capital Funding. Capital Funding is the sponsor finance division of TCF Bank and provides cash flow loans to lower middle market companies being purchased by private equity firms. Target companies typically have EBITDA of $2MM to $15MM and revenues of less than $150MM. Joe has been with TCF since 2012.
Senior Managing Director
Branford Castle Partners, LP
Eric Korsten is a Senior Managing Director and Investment Committee member. He is heavily involved in the sourcing, acquisition and oversight of new and existing investments. Prior to joining Branford in 2011, he was a Vice President at the investment banking firm Jefferies & Co., Inc. Mr. Korsten received a B.A. from the University of Pennsylvania and an M.B.A. from the Leonard N. Stern School of Business at New York University.
Senior Managing Director / Principal
Spell Capital Mezzanine Partners
Mark is a Senior Managing Director and investment committee member of Spell Capital Mezzanine Partners. He has over 25 years of experience in mezzanine, leveraged lending and corporate banking. Prior to joining Spell Capital in January 2012, he was a partner in Churchill Capital’s mezzanine funds from 2001 to 2011. Mark invested as a Principal during each of these years and has significant experience in all aspects of mezzanine investing. From 1987 to 2001, he served in a leadership role as Vice President – Senior Relationship Manager in Corporate Banking at U.S. Bank. His responsibilities at U.S. Bank included originating, structuring and managing leveraged loan transactions in private equity owned companies and other corporate loans. He also analyzed, recommended and managed limited partner investments by the bank in private equity funds (buyout and mezzanine funds). Prior to U.S. Bank Mark worked in corporate lending at two other commercial banks. Mark has served on the board of directors of several privately held companies. He holds a Bachelor of Arts from the University of Minnesota and a Masters of Business Administration from the University of St. Thomas.
Managing Partner
Walnut Ridge
Mike leads the family office for the founders and owners of GOJO - a global leader in skin health and hygiene solutions and the inventor of PURELL®. Mike serves on the board of GOJO and manages the broader investment activities of the family’s portfolio, which includes various other operating companies. Previously, Mike worked in private equity (Linsalata Capital) and investment banking (KeyBanc Capital Markets). He holds a BA from Miami University and an MBA from Kellogg.