Beyond the First Deal: Building Value Through Recaps, Roll-Ups and the Next Exit
Presented By: Johnson Investment Counsel / MelCap Partners, LLC
The first transaction is often just the beginning. This session follows the full lifecycle of entrepreneurs and investors who use recapitalizations, roll-ups and strategic acquisitions to build a larger, more valuable enterprise—and ultimately position it for another sale. Hear how leaders navigated multiple transactions, balanced growth with integration, and made decisions along the way that shaped both the next exit and their long-term legacy.
Moderator:
Senior Portfolio Manager, Principal
Johnson Investment Counsel
Michael joined Johnson Investment Counsel in 2015. He is a Senior Portfolio Manager and Shareholder of the firm. Before joining the firm, he received a Bachelor’s degree in both Accounting and Finance from Wright State University. He holds the Chartered Financial Analyst® (CFA®) designation and the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification and is a member of the CFA Society of Columbus.
Panelists:
Retired CEO & Co-Founder
Kid Works™ Creative Learning Centers & SV Properties
Dennis is an accomplished entrepreneur, investor, and co-founder of SV Properties and Kid Works™ Creative Learning Centers, a regional early childhood education provider headquartered in Cincinnati, Ohio, and current Board Member/Treasurer at Glove Specialties, Inc. Previously, he was a Managing Director at the software company Cincom Systems overseeing operations in North America, Europe, Latin America and Greater Asia Pacific.
Managing Director & Principal
MelCap Partners, LLC
Anthony is responsible for the management of MelCap’s investment banking engagements. In his role, Anthony manages the firm’s clients, deal processes, buyers and investors, and investment banking staff. Anthony also manages and supports the development of the firm’s offering memorandums, financial analysis and models, industry research, and proposals.