Creating Alpha through Strategic Capital Optimization
Presented By: CBIZ / Northwest Bank
Generating outsized returns often comes down to how capital is structured, deployed, and managed over time. In this session, operators, investors, lenders, and advisors explore how thoughtful capital strategies can drive growth and enhance value creation. From financing acquisitions and optimizing the balance sheet to reinvesting for expansion, panelists share real-world perspectives on how companies use capital as a strategic lever to create alpha.
Moderator:
Managing Director
CBIZ
Greg is Managing Director at CBIZ (formerly Marcum LLP). He helps clients build and grow their businesses while maintaining necessary compliance requirements. He does this through the development and execution of strategic plans, providing creative guidance in raising and deploying capital, helping stakeholders and their families maximize their returns, protect and transfer their assets.
Panelists:
CEO & Owner
Malley's
Proven leader with an 18-year track record of building businesses, improving profitability, driving growth, and developing teams; 14 years as owner, CEO and Board Chair. Understands and uses the levers that impact business results - solid strategy, devoted people, positive culture, loyal customers, and financial stewardship. A record of success across the entire enterprise life cycle - visioning, early stage, capital raising, high growth, M&A, sustaining, revitalization, and turnaround.
President
Winston Products
William Palmer is President of Winston Products, holding company for 6 consumer products brands that sell into mass retail domestically and internationally.
After graduating college, William worked in business valuation and litigation support at Skoda Minotti before joining Brown Gibbons Lang (BGL) as an Investment Banker in the Industrials & Metals sectors. William then joined PriceWaterhouseCoopers’ (PwC’) Deals Group as a manager in the financial diligence and bankruptcy consulting practice. After PwC, William joined Perfect Keto, a self funded nutritional supplement startup in Austin, Texas as head of finance and operations. In 2021, he led the sale of Perfect Keto to a venture capital group and joined Winston Products.
Head of Credit
Northwest Sponsor Finance
Matt Shehorn is the Head of Credit for Northwest Bank's Sponsor Finance vertical and serves as the Vice Chairman of Northwest's Senior Loan Committee. Prior to joining Northwest in 2023, Matt was a Managing Director at Fidus Capital, a private credit platform with over $1.0 billion in AUM. Prior to Fidus, Matt was a Senior Associate within Allied Capital's control buyout group and an Analyst within Credit Suisse's investment banking division.