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Session A

How to Build Effective Capital Stacks for Acquisitions and Real Estate Financing

Presented By: North Shore Bank

Building effective capital stacks for acquisitions, real estate growth, and other expansion can be an arduous process. But if you know what you’re aiming for—and have a strong value proposition—it really comes down to finding the right partner for the journey. Join a group of CEOs and M&A advisors for a deep dive into recent deals that fueled growth and acquisitions, and the road that led to success.

Moderator:

Margaret Capper
Senior Vice President of Commercial Banking
North Shore Bank

Serving as Senior Vice President of Commercial Banking, Margaret leads North Shore Bank’s efforts to provide customized solutions for middle market all the way to small businesses in Eastern Wisconsin. With an emphasis on developing strong relationships, Capper works closely with owners and key managers of businesses to assist with their financial needs. Serving business clients for over 25 years, Capper brings valuable knowledge of day-to-day banking needs, cash flow strategies, and merger and acquisition funding. Along with her work at North Shore Bank, Capper is a strong community advocate for educating new business owners and facilitated seminar series with other community groups such as WWBIC and the Latino Chamber of Commerce. She also has a strong background in nonprofit, sits on various boards supporting the community, and was recently named to the Class of 2022 BizTimes Media Notable Commercial Banking Leaders.

Panelists:

Tod Colbert
President
Weather Tight Corporation

Tod is the President of Weather Tight Corporation, now an employee-owned company, which specializes in residential exterior remodeling with a focus on energy efficient products including windows, doors, siding, roofing, and gutters. We focus on offering state-of-the-art products and installation techniques.

Michael Cornell
Vice President, Senior Lender - Commercial Banking
North Shore Bank

With more than 35 years of experience as a commercial banking professional, Mike Cornell excels at developing relationships with middle market businesses to help them succeed along with assisting companies to successfully complete business acquisitions with created financing. His vast experience, proven success within the industry, and robust leadership capabilities make him an integral member of the North Shore Bank Commercial Banking team. Cornell received his bachelor’s degree in finance from the University of Wisconsin-La Crosse and his Master of Business Administration degree from the University of Minnesota.

Andy Haugen
President
Princeton Club

Andy is the president and partner of the Princeton Clubs which operate large full service health and fitness facilities serving members in select regions of Wisconsin and Illinois.  He is a graduate of the UW Madison School of Business.

As president Andy has led the acquisitions that increased the company's size to 11 locations, over 50,000 members and 450+ employees. The most recent acquisition was completed in December 2021, adding two health clubs in Illinois. Their offerings include indoor and outdoor resort pools, basketball courts, tennis programs, summer camps, world class strength and conditioning facilities along with childcare and more.

The family owned company started over 35 years ago with two commitments, a commitment to excellence and a commitment to the members. They have stayed focused on that by working to build "a better tomorrow"; for the members, the staff and the communities where their clubs are located through the #ForABetterTomorrow initiative.  It's these driving core values and a committed staff that have led to the company's growth and success.

 

Conference Location

424 East Wisconsin Ave.
Milwaukee, WI 53202
Tel: (800) 558-8222