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Gulch Meeting Room Session B

Keep vs. Sell: What to do with the family business

Presented By: Bass, Berry & Sims, PLC and City National Bank

Family-owned businesses have their own unique dynamics--from multiple shareholders to complicated succession plans. Hear from a group of current and former family business owners and their M&A advisors as they discuss how they navigated the most difficult question: to keep or sell the company.

Moderator:

Michael Holley
Member
Bass, Berry & Sims, PLC

Michael Holley concentrates his practice on representing private equity firms, strategic investors and their portfolio companies in the structuring and execution of leveraged buyouts, joint ventures, private offerings, recapitalizations, and mergers and acquisitions. Michael also advises clients on corporate governance, compliance and other general corporate matters. Michael’s experience covers a range of industries including healthcare services, healthcare information technology, manufacturing and technology.

Panelists:

Stephen Cook
Executive Managing Director
LFM Capital

Steve co-founded LFM Capital and brings to the Fund over 23 years of operating experience, having served in a variety of senior executive and functional roles in manufacturing, supply chain, engineering, technology and sales. Prior to founding LFM, Steve was a Principal with TVV Capital (2010-2014), where he directed portfolio value creation efforts of six portfolio investments, with a focus on operating improvements, management recruiting, leadership development training and performance. Steve also was Chief Operating Officer of MFG.com (2009-2010), the world’s largest global online marketplace for the manufacturing industry, and spent 11 years as a Southeastern regional Senior Director with The Dell Corp. (1998-2009). Prior to joining Dell, Steve served as a Lieutenant in the United States Navy (1989-1996), where he flew combat missions in support of Desert Shield. He received a BS in Electrical Engineering from the U.S. Naval Academy, his MS in Electrical Engineering from MIT’s School of Engineering and his MBA from the MIT Sloan School of Management.

L.A. Galyon
Managing Director and Partner
Brentwood Capital Advisors

L.A. Galyon, IV, Managing Director and Partner, advises healthcare service and outsourcing companies on M&A and capital raising transactions. He focuses on the behavioral health care, physician practice management, outpatient and post-acute markets. Past clients include Acadia Healthcare, Advanced Dermatology & Cosmetic Surgery, American Physician Partners, Camellia Home Health & Hospice, Haven Behavioral, Imaging Advantage, Odyssey Behavioral, and Spring & Sprout Dental.

Amy Peterson
Vice President and Senior Trust Officer
City National Bank

Amy M. Peterson serves City National Bank as a Vice President and Senior Trust Officer. Amy is very active with the Tennessee Kidney Foundation where she serves as Secretary of the Board of Directors. Based in Nashville, Amy has nearly 20 years of trust and wealth management industry experience. Prior to joining City National Bank, Amy worked for SunTrust Bank and Cumberland Trust, both in Nashville.

Dr. Philip M. Pfeffer
President & CEO
Treemont Capital Inc.

Phil is President and CEO of Treemont Capital Inc., a private equity investment company. Prior to his quasi retirement, he served as President and COO of Random House, Inc., the world’s largest English-language book publisher until the sale of the company to Bertelsmann A.G.

Prior to joining Random House, Phil served as Chairman and CEO of the Ingram Distribution Group Inc. in Nashville. Under Phil’s leadership, total revenue profitably grew from $36 million to $12.5 billion. The Ingram Distribution Group companies served more than 170,000 domestic and international accounts from 64 distribution centers.

While at Ingram, Phil served as Executive Vice President, a member of the board, and the Executive Committee of Ingram Industries, Inc. He received his B.A. in Mathematics and Chemistry and his M.A. in Economics from Southern Illinois University. Phil holds an honorary Doctor of Humane Letters from Southern Illinois University. He is Professor of Management-Adjunct and CEO in Residence at Lipscomb University in Nashville. The graduate business school of Lipscomb University is named the Pfeffer Graduate School of Business.

Conference Location

807 Clark Place
Nashville, TN 37203
Tel: 615-248-2800