Creating Liquidity That Also Fuels Growth
Presented By: GBQ Partners LLC / Footprint Capital
Capital liquidity is your organization’s lifeblood. It’s essential for every business. In the context of deals, it means supplying sufficient capital to redeem shareholders and, at the same time, supplying capital and resources to supercharge growth. Sufficient capital is critical to the evolution of a changing, growing business. Join a group of veteran entrepreneurs, executives, and M&A professionals as they explore ways to provide capital liquidity and share lessons learned from successfully growing companies.
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 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.
Frank is founding partner of Oxer. By partnering with community banks as investors and obtaining additional capital through the SBA, Oxer has invested in over 28 companies since 2016. Capella originates and manages portfolio companies , in addition, to sitting on Oxer's investment committee, and has been involved in financing middle market companies for more than 30 years.
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.
Owner & CEO
The Basement Doctor
With more than 30 years of experience in the basement waterproofing and foundation repair industry, Ron Greenbaum has helped build and grow the hugely successful brand, The Basement Doctor. In an industry not always known for ethical practices, Ron has established a long-standing reputation for honest, responsible and quality service. Prior to becoming The Basement Doctor, Ron was Vice President of Sales and Marketing for retailer Waterbeds ‘n’ Stuff, and co-owner of a local rock ‘n’ roll production company. He then worked in basement waterproofing for five years before partnering in 1992 with Tom Johnston, the owner of J&D Home Improvement. He served on the ethics committee for the National Association of Waterproofing Contractors for two terms. Then in 1999, Ron introduced the national trademark, “The Basement Doctor.”
He continues to be the face of his company’s brand in major advertising campaigns, and often consults for national trade publications. In 2006, Ron was named one of Columbus C.E.O. magazine’s “15 Business Superstars,” and was also recognized in 2012 in SmartCEO magazine’s 100 Best Run Companies. But it is perhaps his philanthropic contributions to organizations like Special Olympics, Honor Flight and Habitat for Humanity, and to important causes such as animal rescue, that stand out the most.