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Session F

Cashing in Chips for Growth: Liquidity Strategies

Presented By: Footprint Capital / GBQ Partners LLC

Discover how liquidity events can drive growth while allowing business owners to de-risk by taking some chips off the table. Join us as we explore various strategies for using liquidity to fund expansion, innovation, and strategic investments. Learn how to balance immediate financial security with long-term business goals and understand the implications of different liquidity options on company valuation and control.

Moderator:

Kelly Noll
Director, Valuation Services
GBQ Capital Advisors

Kelly Noll is a Chartered Financial Analyst and Valuation Services Director at GBQ Capital Advisors. After graduating from Ohio University, she began her career in banking and pivoted to business valuation nearly 20 years ago. She loves helping clients understand the valuation process and seeing them succeed in increasing their business value.

Panelists:

Murad Beg
Partner
Provariant Equity Partners

Murad Beg is a founding partner with Provariant Equity. His responsibilities include sourcing and transacting new investments, as well as managing portfolio company oversight.  Murad also provides leadership in deal sourcing to ensure consistency and quality.

Murad is involved with all of the Provariant portfolio companies including serving as Chairman of the Board of MWE Holdings and he serves on the Boards of Stanisci Design and Smart Vent. Murad was previously a partner and Managing Director with Linsalata Capital Partners. Prior Linsalata Capital Partners portfolio companies include: Stanton Carpet, Eatem Foods, Whitcraft and Home Helpers. 

From 1998-2008, Murad was a Partner at Calfee, Halter & Griswold LLP, where he co-led the M&A practice. Murad worked closely with both privately and publicly owned clients on a variety of business issues and advised clients on more than 100 transactions.

Murad has a B.A. in Political Science from Kenyon College and a J.D., with honors, from The Pace University School of Law.

 

Josh Curtis
Managing Partner
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.

Dan Phlegar
Founding Partner
Oxer Capital

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.

Randy Zimmerman
Private Company Investor/Operator
Cap Con Investment Partnership

Randy has been an owner and/or operator several privately held businesses over the past 20 years. With a solid track record of success, Randy has worked with business owners and management teams with the overall goal of making the business better, which resulted in significant shareholder value creation.

Conference Location

401 North High Street
Columbus, OH 43215
Tel: (614) 384-8600