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Exploring Different Types of Liquidity Events

Presented By: Wells Fargo

If you are asking yourself whether it is time to sell,  raise capital, create liquidity or grow your company, activities quickly move into high gear — including determining what your life and the company will look like after the liquidity event. Join a group of entrepreneurs and experts as they explore the sell-side versus growth options, the importance of maximizing — and preserving — wealth from the liquidity event, and what, if anything, has changed in this new business reality.

Moderator:

Kim Gorman
Michigan Market Executive
Wells Fargo Bank

Kim Gorman is the Michigan market executive for Wells Fargo Commercial Banking. Based in Birmingham, Michigan, Kim leads teams across the state focused on serving the financial needs of middle market banking customers. Prior to her current role, Kim was the regional vice president for the East Michigan region. Kim joined Wells Fargo in 2007 after holding various positions at National City Bank and NBD Bank. Kim holds a B.A. from Western Michigan University and a M.B.A. from the University of Detroit Mercy in Detroit. Kim is the treasurer and very active on several committees at Leader Dogs for the Blind, a corporate member of Financial Executives International (FEI), and a member of the Detroit Economic Club. Kim resides in Oakland Township, Michigan, with her husband.

Panelists:

Scott Joyce
Managing Director
Wells Fargo Securities
Mary Petrovich
Senior Advisor & Operating Executive, Corporate Private Equity; Chairman, Dealershop
The Carlyle Group
Michael Plotzke
CFO, SVP - Finance & Treasurer
Plastipak Holdings, Inc.

Michael Plotzke is the CFO of Plastipak Holdings, Inc., a $3 billion global packaging and recycling company headquartered in Plymouth, MI. He also serves as Chairman of the Board of Trustees for Walsh College and also serves as a board member of Eton Academy. Mr. Plotzke has extensive experience in international finance, operations and strategic planning.