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. In 2017 GBQ’s transaction group worked collectively on over 120 transactions.
Founder of MAD Capital
Former COO of IGS and ADS
Jim is founder and owner of MAD Capital, a private investment company with dozens of real estate, early revenue and mature operating investments.
Previously, he was COO at IGS Energy, where he helped lead the wholesale transformation of the executive team and business strategies to become a billion-dollar broad energy concern. As COO at Advanced Drainage Systems before that, he led over 3,000 teammates in sales, logistics, manufacturing, customer service, information technology, and plant construction and international operations.
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.