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Session E

Matching Capital to Strategy: Debt, Equity and Non-Traditional Sponsors

Presented By: BDO / KeyBank

As companies look to fund their next stage of growth, the landscape of available capital is more dynamic than ever. This session breaks down the modern capital stack, offering a comparative look at traditional bank lending, private equity partnerships and the rising prominence of family offices. Panelists will explore creative financing solutions and the nuances of different investors. Learn how to cut through the complexity of today's market to find the right financial partner and structure for your growth objectives and long-term vision.

Moderator:

Andy Bean
Managing Director
BDO Capital Advisors

Andy is a Managing Director at BDO Capital Advisors and has 15 years of investment, mergers & acquisitions, and corporate finance experience. Andy advises privately-held and family-owned businesses on company sale processes and shareholder transitions. Andy has executed over $2 billion worth of transactions across a range of sectors including Industrials, Manufacturing & Distribution, Consumer & Enterprise Technology, Energy & Environmental Services, and Business Services. Andy manages BDO Capital’s relationships and clientele in Texas and the Rocky Mountains.

Andy began his career in investment banking at Harris Williams, where he advised middle-market clients in the Industrials space as well as companies serving the Energy, Power, and Infrastructure end markets.

Prior to BDO, Andy spent five years on the Corporate Development team at Apple, where he supported the company’s M&A, investing, and strategy efforts. Andy's previous experience also includes tenures at private equity firms TPG Capital in California and Platte River Equity in Denver where he executed leveraged buyout and growth equity investments.

Andy’s experience in both corporate finance and private equity provides his clients with a differentiated perspective into the practices of potential financial and strategic acquirers.

Panelists:

Brent Blankenship
Director
Trivest Partners

Brent has spent his entire career working for or investing in entrepreneurs. Now he is a Director at Trivest Partners for TGIF, the firms' non-control growth investment fund. Prior to joining Trivest, Brent was Vice President Sheridan Capital Partners, a Chicago-based private equity firm. His previous experience includes working at a financial services platform backed by Carlyle and Warburg Pincus, as well as being an early team member at a venture-backed company acquired by Nasdaq, Inc. Brent began his career at Morgan Keegan, a Memphis-based investment bank. He holds a B.A. in Economics from Furman University, where he was a member of the football team.

Tom Miller
Operating Advisor
Roof RG / Banner Capital

Tom is an experienced finance executive with a track record of scaling operating companies in the industrial and manufacturing sectors. Mr. Miller helped launch and currently serves as Executive Vice President & Chief Financial Officer of Roof Restoration Group, a Banner portfolio company.

Prior to joining RRG, Mr. Miller served as CFO of UNIRAC, a manufacturer of solar roof racking systems, where he helped scale the business across two different private equity sponsors.

Mr. Miller holds a B.A. in Economics from Brigham Young University and an MBA from the Darden School of Business at the University of Virginia.

Ryan Theret
Senior Vice President
KeyBank

Ryan is a Senior Vice President at KeyBank. He focuses on commercial and middle-market banking, evaluating corporate clients to provide them with working capital and tailored financing solutions to support growth.

Conference Location

4125 S. University Blvd.
Cherry Hills Village, CO 80113
Tel: (303) 350-5200