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Session E

Financing Organic & Inorganic Growth: How to build complex capital stacks in today’s economic uncertainty

Presented By: Truist

Whether you’re raising capital to embark on a series of acquisitions or to tackle organic growth, getting the financial side of your business in order is just as critical as shoring up your people and operations. Join a conversation among senior executives and veteran financiers as they share actionable advice on how to build successful financial growth strategies for any stage of your business’ life cycle.


Dustin S. Klein
Chief Content Officer
Smart Business

Dustin is an award-winning business journalist, bestselling author, and the chief content officer of Smart Business. Over the past 30 years, he has interviewed thousands of business and civic leaders, and helped more than 50 CEOs and entrepreneurs transform their ideas into books. A trained investigative politics reporter and former digital media entrepreneur, Dustin joined Smart Business in 1997 after serving as an editor at several daily newspapers.


Wade Daniel
Managing Director

Wade is a senior member of the investment team, leading transaction origination, execution, and portfolio management efforts for CapitalSpring. Wade has significant experience in private investing and portfolio management in the franchise and branded restaurant sector. Prior to CapitalSpring, Wade worked at PricewaterhouseCoopers, where he focused on the financial services industry, primarily hedge and private equity funds. Wade is a CPA and a CFA charterholder and holds a BS from Auburn University.


Stephen Houff
Chairman & CEO
Medsurant Health



Doug Owen
Petra Capital Partners

Doug joined Petra in 2004 and has nearly 20 years of private equity experience investing in and advising high growth companies. Doug plays an active role in all aspects of the firm’s investment origination, structuring, diligence, and portfolio monitoring efforts. Doug has been involved in 24 private company investments across four Petra funds. He has served as a director or board observer with a dozen Petra portfolio companies and currently sits on the boards of Shipley Associates and Keystone Foam. 

Matt Somma
Managing Director, Investment Banking
Truist Securities

Matt Somma is a Managing Director for Truist Financial Corporation based in New York, NY. He oversees family office investment banking coverage in the Private Institutional Capital Group. In this role, he works across industry and product groups to provide the full suite of capital markets, advisory and banking services to family office clients and their respective portfolio companies.

Matt has spent 17 years in the family office industry across investment banking and buy-side roles. He worked at MSD Capital in the Technology, Energy and Convertible Bonds Group managing $2.2B AUM across public and private securities. Additionally, Matt spent five years at J.P. Morgan covering family office clients in Geneva, Hong Kong, London, New York and Singapore.

Passionate about our armed forces and military veterans, Somma serves as a committee member of Stop Soldier Suicide. He also works with military veterans on job placement and career development opportunities.

Conference Location

6201 Hickory Valley Road
Nashville, TN 37205
Tel: (615) 352-6591