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Session C

Evaluating Options for Liquidity

Presented By: BMO Harris Bank / Aegis Advisors

How do you make the important decision to create a liquidity event? When is the right time? What are the reasons? And how can you evaluate the different options to best determine what’s good for you and your family? Join a group of executives and advisors as they share their experiences and insight on the big picture and the critical details.

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.


Jonathon S. Eesley
Senior Partner
Windsor Advisory Group

Jon Eesley dedicates much of his professional time to impacting lives. So it’s no surprise that he is committed to helping prominent business leaders – who often have complicated financial lives – with their personal and business financial matters. An empathetic problem-solver with broad-based business experience, Jon has spent the past four decades advising business leaders and owners about their wealth and how to manage the complexities of their personal financial makeup.

Jon has many years of experience helping individuals and businesses achieve their financial goals. He has the ability to review, understand and respond to complex structures, transactions and financial activities. Current clients of Windsor Advisory Group continue to benefit from his in-depth experience.


Lowell Jacobson
Managing Director
BMO Capital Markets

Lowell is a Managing Director on the Mergers & Acquisitions team at BMO Capital Markets. He is focused on origination and execution of middle market M&A transactions predominantly within the Industrials sector. Prior to joining BMO, Lowell spent ~10 years at Wells Fargo Securities where he initially worked in Leveraged Finance and subsequently the Middle Market Investment Banking Group (“MMIB”). Most recently, he was the Head of the Mid-Atlantic division within MMIB. Lowell has expertise in both sellside and buyside M&A as well as Debt Capital Markets, including pro rata bank debt, institutional term loans, and high yield bonds. Lowell holds a Bachelor of Science from Fordham University and an MBA from Georgetown University. He is a CFA Charter Holder.

Dan Phlegar
Founding Partner
Oxer Capital, Inc.

Dan is a founding partner of Oxer Capital, a lower middle market mezzanine private equity fund with over $300 million in assets under management in two funds. By partnering with community banks as investors and structured as an SBIC, Oxer has invested in nearly 50 companies partnering with independent sponsors, management teams, and small private equity funds on acquisitions, management buyouts, ESOPs, recapitalizations, and growth capital transactions.

Steven Sauer
Vice President & General Manager
Tiller Corporation

Steven is the Vice President & General Manager for the Minnesota District of Martin Marietta (NYSE: MLM). Martin Marietta is a leading supplier of construction aggregates and heavy building materials, with more than 400 locations spanning 27 states, Canada and The Bahamas. Martin Marietta acquired Tiller Corporation in May of 2021 at which time Mr. Sauer served as Tiller’s Executive Vice President and COO.

Fred Vorys
Founder & Principal
Aegis Advisors

Fred has made non-control investments and served as financial advisor during the last 33 years, currently as Founder & Principal at Aegis Advisors and previously as a Managing Director with Banc One Capital Markets/Banc One Capital Partners. He has been involved in recapitalization, growth financing, and m&a transactions totaling over $2.0 billion in value and direct investments cumulatively yielding a 35+% IRR.

Conference Location

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