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Planning for Success in Your Liquidity Event

Presented By: BNY Mellon Wealth Management / Troutman Pepper

Times may be changing but preparing for a liquidity event remains one of the most important decisions any entrepreneur or executive must make. Whether it’s good times or bad, how you approach the pre-planning and execution may be the difference between success and failure.

Moderator:

Bryan McGrath
Senior Wealth Director
BNY Mellon Wealth Management

Bryan T. McGrath, CWS® is a senior wealth director for BNY Mellon Wealth Management. In this role, he is responsible for new business development in the Mid-Atlantic region, and works with individuals and families to identify how BNY Mellon Wealth Management’s investment and wealth management capabilities can help them reach their overall financial goals.
Prior to joining BNY Mellon Wealth Management, Bryan was a Wealth Advisor and Vice President at Key Bank. Bryan also worked as a Senior Wealth Advisor for PNC and TD Bank in addition to serving as a Regional Executive at Sovereign Bank/Santander in Philadelphia.
Bryan earned a Bachelor of Arts degree from Ursinus College, with minors in Finance and Business Administration. He has completed other certifications from Bucknell and Northwestern University in Chicago.

Panelists:

Martyn S. Babitz
Vice President
BNY Mellon Wealth Management
Martyn S. Babitz is vice president and a family wealth strategist for BNY Mellon Wealth Management. He advises clients on all aspects of family wealth transfer, business succession, philanthropy, and income tax, estate tax, gift tax and generation-skipping tax mitigation strategies. Previously, he was a senior vice president and national director of estate planning for Hawthorn, PNC Family Wealth.
Daniel McDonough
Partner
Troutman Pepper

Daniel is a partner in the Corporate and Securities Practice Group of Troutman Pepper, formally Pepper Hamilton LLP, and co-chair of the firm’s Food and Beverage Industry Group. He devotes his practice to merger and acquisition transactions, corporate finance matters, complex commercial contracting and general corporate advisory matters. He also has represented domestic and foreign companies in transactions overseas and in the United States.

Will Wennberg
CEO
Tactical Medical Solutions, LLC & Trauma FX, Inc.

Will is the Chief Executive Officer for Tactical Medical Solutions, LLC (TMS) and Trauma FX, Inc. (TFX) currently held by Guardian Capital Partners. Prior to joining TMS and TFX, Will led Nobles Worldwide, Inc., an aerospace and defense company, through two change of controls, once as VP of Business Development, from Inverness Graham Investments to Levine Leichtman Capital Partners, and most recently as President and CEO, from Levine Leichtman Capital Partners to Ducommun, Inc (NYSE:DCO). Will is a former Marine Corps Infantry Officer and served in direct support of Operations Enduring and Iraqi Freedom.