Skip to Content
Session B

The Liquidity Event from both a Buyer’s and Seller’s Perspective

Presented By: GBQ Partners LLC / Footprint Capital

In this break-out session, two M&A advisors and a pair of veteran entrepreneurs discuss the discovery, preparation and exit phases of a sale transaction. They’ll share their thoughts on how sellers can maximize their understanding of these phases to achieve a successful transaction and then be prepared to manage the funds generated by significant liquidity events.

Following a 40-minute panel discussion you will have the opportunity to meet the speakers and ask questions during a 20-minute video Q&A session.


Wade Kozich
Senior Director & Director of Transaction Services
GBQ Partners LLC

As senior director and director of transaction advisory services at GBQ, Wade 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 Baich
MAD Capital

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.

Joda Burgess
Oley & James Executive Management Group
Josh Curtis
Managing Director
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.

Mike O'Brien
Oxer Capital

Mike is a Partner with Oxer Capital, a firm managing over $335 million across two committed subordinated debt funds serving the lower middle market. He is responsible for all aspects of the firms business including fundraising, origination & structuring of new investments and managing existing portfolio companies. Mike has extensive experience investing subordinated debt and equity capital into varying M&A transactions.

Conference Location

Dealmakers Conference
Columbus, OH
Tel: (800) 988-4726