Growth Through Liquidity
Presented By: GBQ Partners LLC
Entrepreneurs and financiers discuss real-life situations where capital raises provided not only liquidity for owners but also helped drive business growth.
GBQ Partners LLC
As senior director of Transaction Advisory Services at GBQ, Wade Kozich coordinates a team of 10 professionals, highly skilled in various aspects of transactions, including valuation, due diligence, ESOPs, tax structuring and buy and sell side advisory. He also serves as chief liaison to Footprint Capital, GBQ’s investment banking affiliate, where he helps complete investment banking deals. Since 2015, GBQ’s transaction group has collectively worked on over 550 transactions.
Jim is founder of MAD Capital, a private company with operating and commercial real estate investments. His operating company investments include Holly's Custom Print, Quality Quartz Engineering, Spoke Real Estate, IGS Solar and Heitmeyer Consulting. He was formerly the Chief Operating Officer for Advanced Drainage Systems and IGS Energy. Jim is Chairman for the Tri-W Group.
Andrew Bohutinsky is a managing partner with Stonehenge Partners. Previously, he served as co-owner, chairman and CEO of Blackeagle Energy Services, founder and managing partner at Desco Capital, and executive chairman at ARPAC Group. Earlier in his career, he was a partner and managing director with Lincoln International and a corporate attorney.
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.
Founder & Principal
For 30 years, Fred has provided financial advisory services and made direct minority investments in middle-market companies. He works with companies whose owners wish to develop both corporate growth and personal liquidity strategies, currently as founder and principal at Aegis Advisors, and previously with Banc One Capital Markets/Banc One Capital Partners.