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Committee

Chairman

Fred Koury

Fred Koury

President & CEO

Smart Business Network


Fred co-founded Smart Business Network in 1989 with a single publication in Cleveland, Ohio. In the years since, he has built the company into a leading multimedia and content marketing business providing print and digital marketing services to a national client base.


Host Committee

Isaac Addae

Isaac Addae

Chief Development Officer

Pivot Technology School


Isaac, a first-generation Ghanaian American and former computer engineer, is committed to strengthening communities of color. He is Chief Development Officer of Pivot Technology School, responsible for fostering relationships to connect minorities with technology career opportunities. He is also an Assistant Professor at Tennessee State University’s College of Business, teaching courses in business strategy, entrepreneurship, and leadership.

Patricia Asp

Patricia Asp

Founder & Principal

ASPire


Pat, Founder and Principal of ASPire is committed to the continuity of the goodness of companies and organizations by serving leaders to sustain the specialness of their companies and alignment to achieve amplified results. Patricia is an accomplished C-Suite Executive and Board Member who leverages her experience, leadership acuity and decisive record positioning her as an expert in organizational and digital transformational, innovation, and scaling multi-location distributed model businesses for strategic and financial performance improvement. She has gained unparalleled insights and perspective by serving at the Executive Level of ServiceMaster, a Fortune 500 publicly traded Company that was named one of the most respected companies in the world by Financial Times; as president of an SBU, and leader of Human Resources, Strategic Planning and Six Sigma that created $60 million is savings, with emphasis on performance for all stakeholders, culture and values business model integration, distributed model processes and leadership principles. Using two proven methodologies to integrate the culture into the business or organizational model, the culture can then be monitored and measured.

Her experience also includes serving both as President and then CEO and Board Member for two private equity turnarounds; accomplished through new strategies and digital transformations, using existing core competencies, and alignment of mission, vision, values and behaviors. She led all aspects of geographically dispersed business models throughout her career.

Leading the implementation of Six Sigma (methodology for process improvement) in a $7 Billion global public company comprised of 14 Operating Companies with 5000 locations, provides her with the understanding of how performance is amplified through the alignment of Purpose, People, Process, & Profit coupled with extensive experience building & improving organizations for performance & profit improvement has provided a strong foundation.

Additionally, she has been developing leaders and supporting organizational priorities her entire career and is known for her passion on helping executives and organizations achieve their aspirational goals by aligning Purpose, People, Process & Profit and integrating their Purpose (mission, vision and values) into their business models in an intentionally inclusionary manner and is a frequent speaker on this topic.

She has served on both for profit and not for profit boards. Patricia currently serves as an Independent Director of 4word, founded to help women reach their God-given potential with confidence and as Advisory Board Director and Chair of Generate.

David Bartholomew

David Bartholomew

Executive Chairman

Shearwater Health


David joined Shearwater Health in 2009 to lead international and domestic diversification strategies for the company. David has more than 25 years of executive experience in the U.S. staffing industry. He was the founder and is responsible for growing Staffmark from a one-office startup in 1991 in Nashville to over 400 locations today (took it public in 1996 and then back to private in 2000), making it one of the largest staffing companies in the U.S. David is well known in the staffing industry and has served as chairman of the American Staffing Association. David continues to serve on the board of directors for several healthcare and staffing related companies. David attended Rhodes College where he graduated in 1979.

Steve Berneman

Steve Berneman

CEO

Blueprint Title


Steve is the Founder and CEO of Blueprint Holding, the only full-stack title insurance carrier, agent, and tech stack focused on professional real estate purchase. Prior to Blueprint, Steve was the Founder and CEO of OverDog, a gaming/sports entity sold in 2016. Steve is a former attorney, minor-league baseball salesman, and middle school teacher. He holds a JD/MBA from Vanderbilt University and a BA from Princeton University.

Tyson Bickley

Tyson Bickley

Partner

Waller Lansden Dortch & Davis LLP


Companies and investors in healthcare, technology, manufacturing, distribution and other industries rely on Tyson Bickley for counsel in a wide range of strategic corporate transactions and business arrangements. He assists venture capital and private equity funds in investments in new and emerging companies, and he advises startups and early-stage companies in securities offerings to access the capital needed for growth. Tyson’s transactional experience also includes the representation of well-established and publicly traded companies in complex mergers, acquisitions, joint ventures, and dispositions.

Tyson rejoined Waller in 2017 after serving as Chief Development Officer at Contessa Health where he led successful development efforts for joint ventures with health systems and health plans to participate in bundled payment programs for home hospitalization and other patient-centered care models.

John Cascarano

John Cascarano

President

Beast Brands, Inc.


Consumer product guru.

Mark Cleveland

Mark Cleveland

CEO

Hytch, LLC


Chad Collier

Chad Collier

Founder & CEO

CarSaver


Chad is the Founder and CEO of CarSaver. CarSaver’s automotive eCommerce platform helps customers buy, finance and insure all brands of new and used cars online. CarSaver has teamed up with Walmart to offer the platform to their 250 million customers and 1.5 million employees. CarSaver’s eCommerce platform helps car companies, lenders and dealers digitize their business and sell cars 100% online. CarSaver is changing the way the world buys and sells cars. Chad is regarded as a thought-leader in the auto industry. He is an accomplished executive, entrepreneur, keynote speaker, TV commentator, panelist and investor. Chad is a citizen of the Chickasaw Nation Indian tribe and is an advocate for upward mobility for Native Americans.

Stephen Cook

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.

Jim Cumbee

Jim Cumbee

President

Tennessee Valley Group, Inc.


Jim is president of Tennessee Valley Group, a retainer based business brokerage and transition mediation firm in Franklin. Jim is an attorney and has an MBA from Harvard Business School. He has over 25-years of deal making experience, having personally negotiated deals totaling over $500 million. As successful media entrepreneur and later senior corporate executive, Jim knows the language of both buyer and seller.

Bruce Doeg

Bruce Doeg

Shareholder

Baker Donelson


Renee Drake

Renee Drake

Director of Wholesale Banking MTN Region

First Horizon Bank


Renee is Director of Wholesale Banking for the Middle Tennessee Region of First Horizon Bank. Renee leads a business unit that generates $50M in annual revenues and assets of approximately $1.8B. Renee is a graduate of Leadership Nashville, serves on the Board of the United Way of Greater Nashville and is currently a member of the Nashville Downtown Rotary.

Shan Foster

Shan Foster

Co-founder & CEO

Fostering Healthy Solutions


Shan is the co-founder and CEO of Fostering Healthy Solutions, where he cultivates healthy solutions to diversity issues through education, training and execution. His experience includes work with several sectors, including entertainment, financial services, technology, media, environmental services and law enforcement. Foster is passionate about diversity and is seen as a visionary amongst leaders.

Paul Goldman

Paul Goldman

Founder & CEO

Muserk


Paul is the CEO and founder of Muserk, a pioneering digital rights management company which identifies digital content for rights holders with capabilities of scaling with speed and accuracy. Goldman is a Berklee College graduate who has won several awards including the Emmy, Clio, ADDY, Promax/BDA, New York Festival, Art Directors Club, Beacon, and Telly Award for his prior companies (Ear Goo and Eye Goo) and recently is a winner of an Inc 5000 Award for Muserk.

Mark Harris

Mark Harris

CEO

HeroWear


Mark co-founded HeroWear to improve the lives of hundreds of millions of people across the world who have extremely difficult, physically demanding jobs. To that end, HeroWear produces exosuit technology that offloads the back muscles during lifting and bending tasks for workers in logistics, manufacturing, defense, and construction industries.

Previously, Mark founded Concert Genetics in 2010 to bring efficiency to the genetic testing market.  He worked there at CEO and Chief Innovation Officer roles and built a dynamic team of software engineers, data scientists and clinicians to advance the company’s product suite for health plan, hospital, and laboratory customers.

Mark is deeply involved in the entrepreneurial ecosystem, having mentored multiple startup accelerator programs (JumpStart Foundry, HealthBox, and ABQid).  He is also an Advisory Board Member for Vanderbilt University's Center for Technology Transfer and Commercialization.  He has earned three degrees from Vanderbilt University, a BS in Molecular and Cellular Biology, a PhD in Cancer Biology, and a MBA from the Owen Graduate School of Management in General Corporate Management. 

 

Aireka Harvell

Aireka Harvell

Founder & CEO

Nodat Inc.


Aireka is the founder and CEO of Nodat Inc., an early-stage marketing technology company based out of Nashville, TN. She has also Co-founded the first accelerator for Black & Brown entrepreneurs in Nashville, TN. Taking her experiences raising money as a minority founder she is currently working with financial institutions and nonprofit organizations to create conversations and programs to help create more access for funding for BIPOC women entrepreneurs.

Halle Hayes

Halle Hayes

CEO

foh&boh


Halle launched foh&boh in November 2019 to streamline hiring in the hospitality industry and provide optimal support for restaurants and candidates. She secured financing at the height of the pandemic, despite the instability of both the industry and labor market, and in only eight months, has grown revenues for the hospitality SaaS platform from $0 to $1MM in ARR. Today, foh&boh has secured partnerships with leading brands and businesses that include Snackpass, Slice and Marriott. Hayes previously spent nearly 15 years overseeing business development for major manufacturing, medical device, and healthcare service companies. In 2016, she co-founded Versher to connect Nashville businesses with top-tier, female talent. Through her work with the staffing venture, she witnessed the persistent hiring challenges within the hospitality industry, which initiated the idea for foh&boh. Hayes is a sixth generation Nashvillian and a graduate of Southern Methodist University.

Robert Henderson

Robert Henderson

Founder & CEO

JumpCrew


Tucker Herndon

Tucker Herndon

Managing Partner - Nashville Office

Burr & Forman


Tucker is a Partner in the firm's Lending Practice Group with a focus on commercial lending and creditors' rights, representing financial institutions and borrowers in loan documentation, foreclosures, and loan and real estate transactions.

Tucker’s experience in loan transactions includes all forms of collateral and all aspects of the litigation process, including collections. His commercial and real estate lending practice includes representation of lenders and borrowers in negotiating, structuring and documenting construction and permanent financing of restaurants, shopping centers and office building projects. In addition, he represents these clients on matters relating to working capital and general corporate loans, including the issuance of title insurance policies and title opinion letters. Tucker regularly advises financial institutions dealing with problem loans, documenting workouts and assumptions, pursuing collections and conducting foreclosure sales.

Jerry Johnson

Jerry Johnson

Managing Director - Market Head

UBS


Jerry has more than 30 years of financial services experience, including 26 years of experience with UBS. Jerry’s industry experience includes roles as a financial advisor, a Branch Office Manager and a Regional Director. During his tenure at UBS, Jerry has developed deep knowledge of the field and the firm, helping him guide advisors to greater success. Further broadening his experience and knowledge of the industry, Jerry has directed UBS’s Leadership Management and Development Program, which enabled him to study the best practices that are used to support Financial Advisors. He also has presented at leadership seminars in the U.S., Zurich and London. Jerry returned to Nashville in 2013 as Market Head for Tennessee & Kentucky. Prior, Jerry served as Market Area Manager and Complex Director for Atlanta. In January of 2018, Jerry's responsibilities increased to include the addition of the Arkansas and Louisiana markets, creating the South Central Market Area. Jerry graduated from Western Carolina University with a BSBA degree in marketing and economics.

Eric Johnson

Eric Johnson

Dean

Vanderbilt University - Owen School of Management


M. Eric Johnson is the Dean of Vanderbilt University’s Owen Graduate School of Management and the Bruce D. Henderson Professor of Strategy. He also anchors a video series on business and blogs on leadership. Previously he served as Associate Dean for the MBA program at Dartmouth College’s Tuck School of Business, where he was also Faculty Director of the Center for Digital Strategies. He holds a B.S. in Economics, B.S. in Engineering, M.S. in Engineering from Penn State University, and a Ph.D. in Engineering from Stanford University.

Lee M. Koury

Lee M. Koury

Managing Partner

Smart Business Network Inc.


Lee is managing partner of Smart Business Network Inc., a national events, media and marketing company founded in 1989, primarily responsible for expanding the company’s Aspire deal-making conference throughout the U.S. He plays a key role in establishing corporate policies and developing long-term strategy and growth plans. Previously, he founded and chaired the Growth Group at national law firm Arter & Hadden LLP (now Tucker, Ellis & West), which focused on working with middle-market and high-growth technology companies. 

Patrick Mahoney

Patrick Mahoney

Co-Founder & Chairman

We Are Nations, Inc.


Patrick Mahoney is Chairman and Co-Founder or the We Are Nations, which is focused on merchandising in the gaming and esports space. In 2020, Patrick Co-Founded Nations Ventures, an early stage VC fund focused on investing in companies in the spaces adjacent to We Are Nations. We Are Nations is originally an offshoot from Manhead Merchandising, a Nashville based music merchandising company that counts Dolly Parton, Machine Gun Kelly and Panic At The Disco as clients.

Eller Mallchok

Eller Mallchok

Managing Director

Jumpstart Foundry


Eller is the Managing Director of Jumpstart Foundry, a seed-stage healthcare investment fund based in Nashville, Tennessee. Eller oversees the management of 100+ portfolio companies that span the healthcare industry. Jumpstart Foundry is changing the way early-stage healthcare companies are funded by innovating around the traditional venture model, making it more entrepreneur-friendly, improving the odds of founder success, and driving outsized returns for investors.

Tom Milewski

Tom Milewski

Partner

RSM US LLP


Tom is a partner with RSM’s Southeast practice with over 25 years of experience. He recently relocated from RSM’s Chicago office to join the firm’s new Nashville office and leads the Tennessee assurance practice. Tom specializes in providing audit services to midsized companies, with a concentration on companies owned by private equity groups. Tom also manages some of the firm’s largest private equity group relationships. Specific industries Tom serves include healthcare and business services.

Chris Mioton

Chris Mioton

Partner

Shore Capital


Chris is a Partner at Shore Capital, a microcap private equity firm focused on partnering with companies that have between $1-10 million of EBITDA. Chris’ responsibilities include sourcing, evaluating and enabling the growth of Shore healthcare investments. Chris is on the Board of Directors of EyeSouth, Great Lakes Dental, Assembly, SENTA, Southern Sports Medicine and Southern Orthodontic.

Marjorie Morrison

Marjorie Morrison

Co-Founder & CEO

Psych Hub


Tatjana Paterno

Tatjana Paterno

M&A Partner

Bass, Berry & Sims


Tatjana is an M&A partner at Bass, Berry & Sims, PLC and focuses on middle market acquisition and disposition transactions across a range of industries including healthcare, manufacturing, food and beverage, and technology. To date, Tatjana has advised clients in M&A transactions valued at over $20 billion in the aggregate. She is a frequent speaker on M&A topics and serves as a Chair of the American Bar Association’s “Private Target Deal Points Study,” which has been widely recognized as the gold standard for market metrics of key negotiated legal issues in M&A agreements.

Frank Pellegrino

Frank Pellegrino

M&A Partner

Bass, Berry & Sims


Frank advises public and private companies in a broad range of transactional, corporate governance and securities matters. Over the course of his career, he has completed more than $25.0 billion worth of mergers and acquisitions for public and private companies across various industries including healthcare and manufacturing, among others.

Martin Renkis

Martin Renkis

GM Global Cloud Solutions, Security Products

Johnson Controls


Experienced chief executive officer, technologist, and founder of two cloud startups, both taken to successful acquisition. Demonstrated leadership in cloud, IoT, network video, software, video analytics, M2M, RMR, and SaaS. Industry leading intellectual property innovator with more than 50 patents and 800 granted patent claims. Accomplished in investor relations, mergers and acquisitions, capital formation, board leadership, entrepreneurship, technology strategy, and strategic partnerships.

Chenault Sanders

Chenault Sanders

CEO

The Blackbird Companies


Chenault is the founder and CEO of The Blackbird Companies. Blackbird specializes in opportunistic real estate and private equity mainly focused on emerging restaurant franchising, branding companies, and out-of-home media assets. Blackbird is headquartered in Nashville and owns or controls portfolio assets from the Gulf Coast to Northern Virginia.

Eric Satz

Eric Satz

Founder & CEO

Alto


Eric Satz is a serial entrepreneur, former venture capitalist and investment banker, and previously served on the Board of the TVA.

Christopher Scales

Christopher Scales

COO

Specialty Dental Brands


Chris Scales is currently Chief Operating Officer at Specialty Dental Brand’s (SDB), a position he assumed in February 2017 as part of the founding management team.

Prior to SDB, Chris worked with the Healthcare Transaction Advisory Group at Ernst Young. During this time, Chris led or participated in due diligence efforts relating to a multitude of buy-side and sell-side transactions in the health care industry, ranging in size from $5 million to $1 billion. Chris previously worked as the Director of Finance/ Controller at Parallon/HCA’s Nashville Shared Service Center.

Becky Sharpe

Becky Sharpe

CEO

International Scholarship and Tuition Services


Becky Sharpe’s passion is to help people grow. Her educational background includes a Bachelor of Arts degree in German and French from Vanderbilt University and a master’s degree in international marketing from Owen Graduate School of Management at Vanderbilt University. She is currently the CEO/Owner of three businesses, International Scholarship and Tuition Services, Collegiate Sports Data and WatchGameFilm where her focus is on effective leadership and innovation through the lens of continuous growth.

Tracey Silverman

Tracey Silverman

SVP & Credit Products Senior Manager

PNC Bank


Tracey is a Senior Vice President and Credit Products Senior Manager in PNC Bank’s Corporate and Investment Banking Group, where her team manages the middle market and large corporate debt portfolio for PNC’s Tennessee and Kentucky markets. Tracey is a 30-year veteran in the financial services and banking sector. Tracey is a graduate of the University of Alabama’s School of Business and obtained her MBA from Goizuetta Business School at Emory University. She holds both Series 7 and 63 Securities Licenses.

Lamar Stanley

Lamar Stanley

Vice President

Gen Cap America


Lamar joined Gen Cap in 2016. Previously, Mr. Stanley was with Diversified Trust Company, a Nashville-based wealth management firm where Mr. Stanley worked in their private-equity strategy group. Prior to Diversified Trust Company, Mr. Stanley served as an Intelligence Officer in the United States Navy. He holds a B.A. degree from The University of the South, in Sewanee, TN and an M.B.A. from The University of Chicago.

Keith Stegall

Keith Stegall

Founder

Dreamlined Entertainment Group


James Story

James Story

Co-Founder & CEO

Wellview


James is passionate about a proactive, patient-centered approach to managing population health. With an entrepreneurial spirit and nearly 15 years of experience in the employee benefits industry, he is committed to significantly altering the future cost of healthcare. James’ leadership at Wellview is the culmination of his passion for helping patients better understand the clinical and financial value of preventive care and his track record of growing businesses successfully and strategically. In serving as CEO, James ensures execution of the company’s vision to provide innovative well-being solutions in a convenient and consumer-friendly way. Whether it’s our team or a client’s entire member population, James seeks to inspire and impact those around him. With this goal in mind, he believes that we all desire to impact others’ lives and to be a part of something bigger than ourselves.

Alan Taylor

Alan Taylor

Partner

BKD, LLP


Matt Urmy

Matt Urmy

CEO

Artist Growth, Inc.


Matt is an entrepreneur, songwriter, and music producer based in Nashville, TN. He is the co-founder and CEO of, Artist Growth, a best-in-class software company whose platform is used globally by companies to manage events, finances, and team collaboration in the music, digital media, and entertainment space.

Alex Valley

Alex Valley

CEO

Unity Wellness Co.


After founding and exiting two previous companies, Alex launched UNITY to take on the CBD space. Launching in 2020 and raising 7 figures, Alex has been able to scale his CBD beverage company, UNITY, from 0 to 2,000 stores. As a serial entrepreneur, Alex is experienced in all things from inception to execution. He is passionate about helping others in the space scale their own brands.

Jim Ward

Jim Ward

Vice President

Graham Healthcare Capital


Jim Ward is a Vice President at Graham Healthcare Capital, a Nashville, TN-based firm providing permanent capital solutions to acquire middle-market healthcare service and technology companies. He has over fifteen years of experience as a financial manager, investment banker, and advisor to middle-market companies. He also founded Southeast Acquisition Capital, a company designed to facilitate business ownership transition in the Southeast. Jim is currently president of the Nashville chapter of the Exit Planning Institute (EPI) and serves on the board of the Association of Corporate Growth (ACG) Tennessee.

Blake Wiedman

Blake Wiedman

M&A/Private Equity Practice Leader – South Region

HUB International


Blake leads the Private Equity/M&A team for the South Region within HUB International. His team performs a full range of M&A insurance services to equity partners including, but not limited to, Property & Casualty, Group Benefits and Retirement Due Diligence, Post-Transaction Brokerage (P&C, Benefits and Retirement), Reps & Warranties placement, Fund Liability and Package Insurance for sponsors, and Group Purchasing Programs.  Blake started working in the M&A insurance space in 2008 and has been involved with over 500 transactions in his career. He began his work at a public brokerage, then moved over to The Crichton Group on the independent/private side in 2011. In 2016, he became a partner/owner of that agency, and was part of the team that became part of HUB in July of 2019. With improved bench strength and capabilities, Blake’s role will be to continue to build HUB’s presence, reputation and brand in the M&A space throughout the region and country. Blake received a bachelor’s degree, magna cum laude, in Risk Management and Insurance from the University of Mississippi in 2008.

Tammy Wolcott

Tammy Wolcott

CEO & President

LBMC W Squared, LLC


Tammy is a founder of W Squared and a partner with LBMC, which acquired W Squared in 2017. She has served first as president and COO and now CEO, for more than 13 years, building the company and providing guidance to the core infrastructure service offerings, with particular emphasis on finance, accounting, human resources and payroll. W Squared leverages scalable back office systems, people and processes typically in place for large companies in an outsourced model for small to medium-sized businesses.

Tom Wylly

Tom Wylly

Senior Partner

Brentwood Capital Advisors


Founded in 1999 and based in Franklin, TN, BCA is a leading healthcare and technology- focused boutique investment bank that provides mergers and acquisitions and capital raising advice to privately- held, middle market healthcare, technology and tech-enabled outsourced services companies. BCA has served as exclusive financial advisor in 100 successfully completed transactions totaling approximately $6.4 billion in these sectors. Tom’s clients include a number of leading Nashville- based companies such as Acadia Healthcare, Enable Comp, HealthStream, Xtend Healthcare, Standard Functional Foods, Arbor Health, Ascend, ReDoc, eMids, MedHost, Passport Health Communications, and HealthSpring.

Prior to joining BCA, Mr. Wylly had a twenty -year career and served as the Co-Head of the Corporate Finance Department of J.C. Bradford & Company. Tom is the Chairman of the Nashville Capital Network, on the Board of Westminster Home Connection and a former Board member of Teach for America Nashville, Martha O’Bryan Center and the Nashville Healthcare Council. Mr. Wylly received his Bachelor of Science in Commerce from the McIntire School of Commerce at the University of Virginia.

Conference Location

609 Lafayette St.
Nashville, Tennessee 37203
Tel: (615) 324-1033