The Liquidity Continuum: Finding the Right Deal for You and Your Business
Presented By: Griffin Financial Group / Troutman Pepper Locke LLP
A liquidity event doesn’t have to be an all-or-nothing decision. From minority recapitalizations and majority private equity investments to ESOPs, strategic acquisitions and full cash exits, owners have more options than ever for turning business value into liquidity. Hear how different structures can impact valuation, leadership, culture, employees and long-term wealth creation, along with lessons learned from executives who have navigated these choices firsthand.
Moderator:
Partner
Troutman Pepper Locke
James Hipolit advises both buyers and sellers on strategic transactions, focusing on mergers and acquisitions. He takes a leading role in counseling buyers, sellers, and company owners in M&A transactions across a broad range of industries, including technology, manufacturing, food and beverage, health sciences, health care IT, financial services, insurance, home services, transportation, and construction. His clients also rely on him for advice and counsel related to corporate governance, structuring, and corporate finance matters.
Panelists:
Managing Director
Hidden River Strategic Capital
Graham Bachman is Managing Director and Head of Business Development for Hidden River. With over a decade of experience in investing private capital markets, he is responsible for leading origination efforts at the firm. Hidden River’s structured capital solutions provide flexible, non-control debt and equity capital in transactions that allow management to continue to own and operate their business. Graham previously held positions as Managing Director for Pennington Partners, a multi-family office and Director of Business Development for Context Business Lending. He resides in Villanova, PA with his wife and three children.
Senior Managing Director
Griffin Financial Group
John Lee manages Griffin’s Commercial, Industrial and Services Group. He has 25 years of experience providing merger and acquisition advisory services, private placements of debt and equity capital, and management buyout advisory services for middle-market companies in a wide range of industries. His experience includes sourcing, initiating and managing numerous investment banking transactions for middle-market business and government services, consumer and industrial manufacturing, distribution and technology companies.
President & CEO
Micro Interventional Devices
Michael Whitman is the founder and CEO of Micro Interventional Devices, Inc. (MID). Michael has over 40 years of medical device experience at market leading firms including, Johnson and Johnson, Olympus, Synthes and Power Medical Interventions. He previously was the founder and CEO of Power Medical Interventions (NASDAQ; PMII), which was acquired by Covidien Ltd. in 2009. Prior to founding PMI, Michael served in numerous management positions at Johnson and Johnson during his 13-year tenure including Vice President of Sales, Director of Sales and Marketing, Product Development and Product Management. He is the named inventor on over 55 US and foreign patents. He received his A.B. in Business and Economics from Lafayette College and completed graduate work at Wharton, University of Michigan, Harvard Executive Education, and Rutgers University.