Fueling Growth: Building Capital Stacks to Power M&A
Presented By: Baker Tilly / Winston & Strawn LLP
Capital is more complex—and more customizable—than ever before. From traditional bank financing and private credit to mezzanine and structured equity, knowing how to layer the right mix is key to scaling or transacting successfully. This session dives into how dealmakers are creatively structuring capital stacks to fund growth, acquisitions, and exits.
Panelists:
Managing Partner - Houston
Winston & Strawn LLP
Mike is the managing partner of Winston’s Houston office, co-chair of the firm’s Capital Markets Practice, and a member of the firm’s Executive Committee. He focuses his practice on corporate finance and securities law, including securities offerings, public company advisory, special purpose acquisition company offerings, private equity and venture capital transactions, mergers and acquisitions, and general corporate representation.
Mike regularly counsels public companies on strategic transactions, capital markets offerings, and general corporate and securities law matters. He represents both issuers and underwriters in U.S. and non-U.S. capital markets transactions, including IPOs and direct listings, and advises on corporate governance and securities market regulation. Mike routinely assists clients from many different industries, including, among others, energy & infrastructure, healthcare & life sciences and technology and new media.
COO & CFO
Ethoscapes
Jerry is the Chief Financial Officer and Chief Operating Officer of Ethoscapes and remains a dynamic executive leader known for his assertive and innovative approach. With a proven track record of driving growth and leveraging leading-edge technology, Jerry has excelled in roles that demand strategic planning, turnaround management, and startup expertise. His experience in diverse international contexts has honed his skills in SaaS, IaaS, PaaS, VM, BI, and ERP design and implementation. Jerry’s keen understanding of process reengineering and change management, coupled with his experience in legal, supply chain optimization, and negotiations, makes him a versatile and effective leader. His adeptness in Mergers & Acquisitions, budgeting, business forecasting, and international relations underscores his comprehensive expertise.
Jerry’s leadership at Ethoscapes has been marked by strategic diversification, the introduction of new technology platforms, and significant improvements in operational efficiency and productivity. His contributions have been central to the company’s ability to redefine client deliverables and optimize assets efficiently, underlining his role as a key driver of Ethoscapes’ success and innovation. He has guided public, private, and PE-backed organizations through significant growth and technological integration. He has extensive experience in various executive roles including CEO, CFO, and COO across a broad range of industries including O&G, construction, manufacturing, warehousing/distribution, renewable energy, survey/land management, and landscape construction and maintenance.
Managing Director
Main Street Capital
Diego Fernandez is a Managing Director on our lower middle market investment team. Mr. Fernandez has served as a Managing Director since August 2021 and in various other roles from Senior Analyst to Director since joining Main Street in 2013. Since August 2021, Mr. Fernandez has also served as a Managing Director of MSC Income. Before joining Main Street, Mr. Fernandez worked for Bank of America Merrill Lynch, where he was involved in the origination, structuring and execution of leveraged loans and high yield bonds for various industries.
Transaction Advisory Services
Baker TIlly
Jimmie has over 25 years of experience assisting middle-market companies, private equity groups, and lenders with all aspects of transaction services. His experience includes financial and operational due diligence; outsourced corporate development and M&A support; dispute resolution services; lender services; restructuring services; and consulting services related to debt and equity transactions. He has deep experience in all sectors of the energy industry along with significant experience serving clients in a variety of other industries, including manufacturing and business services.
As an experienced M&A leader, Jimmie has the technical acumen to assist clients with the most complex of transaction structures. He has significant experience both as a principal deal maker and as a consultant to both buyers and sellers. During his career, he has been involved as either a principal or consultant on transactions ranging from $2 million to $20 billion.