From Success to Significance: Preparing for a Liquidity Event and Building a Lasting Legacy
Presented By: Basswood Counsel / T.M. Wealth Management
This panel will explore how entrepreneurs can prepare for a liquidity event while ensuring that their success leads to lasting significance. Featuring insights from a serial entrepreneur, a deal lawyer, a wealth management professional, and an executive who has sold businesses and given back, this discussion will offer practical advice on how to turn financial success into a meaningful legacy.
Moderator:
Managing Partner
TM Wealth Management
Panelists:
Managing Member
Bear Peak Consulting, LLC
Ryan Hebert is a seasoned GovCon executive who has built, acquired, integrated, and successfully exited multiple businesses serving the Intelligence Community and Department of Defense. Over a 25-year career as a CEO, CFO, and Board member, he has helped private equity-backed companies accelerate growth, modernize operations, and maximize value through disciplined execution and successful M&A integration.
Principal
EagleSport Holdings
I originate, structure, and execute complex opportunities where infrastructure, institutional capital, and long-term value creation intersect.
I co-founded Jumia (NYSE: JMIA) and scaled the business across multiple countries and learning firsthand how markets, systems, and capital compound when they are properly aligned. Today I work on the principal side across sports infrastructure, public-private partnerships, AI and data infrastructure, and credit, focused on transactions where alignment and deal architecture matter as much as the asset itself.
Currently leading and investing across a portfolio of live transactions spanning sports venues, mixed-use developments, and AI infrastructure opportunities, with active mandates representing more than $500M in transaction value.
Of Counsel
Basswood Counsel PLLC
Hazvinei 'Haz' is a corporate and securities attorney with broad cross-functional experience in a variety of roles as legal counsel (private practice and in-house) and in business as a marketing and sales executive in the global biotechnology and nutrition industry. Hazvinei focuses on advising clients on mergers and acquisitions, project finance, capital formation and transactions such as venture capital, private equity, or private credit. Hazvinei’s clients include founders, executives, private funds, lower and mid-market businesses, family offices and public companies. In addition to being an advocate for his clients and navigating transactions with them, Hazvinei also looks to lend his knowledge and experience to new entrepreneurs and initiatives that nurture and develop new enterprises. For the last several years, Hazvinei has been a business reviewer for the Maryland Industrial Partnerships (MIPS) and with the Maryland Launch Fund.
President & CEO
Kurtek
Amit Puri is a space operations expert with high-profile missions’ experience, ranging from the Space Shuttle to the Hubble Space Telescope, establishing his reputation as an expert in the implementation of space data and networking protocols and helping NASA and its partner agencies achieve unprecedented performance in space-to-ground communications, ground system operations, and science data processing.
Mr. Puri is currently President and CEO of Kurtek, a mission-critical space communications company that supports civil and DOD space agencies and other private space operators in developing, deploying, and operating next-gen systems for successful space operations. Prior to Kurtek, Mr. Puri founded Ingenicomm, which provided similar expert technical solutions to NASA and the United States Air Force. In 2017, Ingenicomm was acquired by Braxton Science & Technology Group.
Mr. Puri supports several nonprofit and academic institutions, including Virginia Tech’s Puri Satellite Ground Network, which is named after him, Inova Foundation (Trustee), Costello College of Business at George Mason University (Advisory), the Horological Society of New York (Trustee) and Potomac Bank (Director).