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Liberty C Session A

Building Strong Capital Stacks: How to Raise Capital to Fuel Your Organization’s Growth

Presented By: CLA & TriState Capital Bank

A panel of financiers, business owners and M&A experts challenge the conventional norms as they explore where to seek out and secure capital to finance accelerated growth.


Joseph M. Finley
Regional President, Eastern Pennsylvania
TriState Capital Bank

Prior to being named regional president of TriState Capital’s Eastern Pennsylvania operation, Joseph M. Finley was vice president and group manager in the Pennsylvania Commercial Banking Division at one of the largest bank and trust providers in the U.S. and served as part of a group that managed over 400 institutional relationships that represent nearly $2 billion in middle-market C&I, commercial real estate and private banking outstandings.


Daniel J. Hayes
Director, Outsourcing, Life Science

Dan joined CLA in 2018 and is a Director in the Outsourcing and Life Science Industry Group. He has over 30 years of financial and operational accounting experience. Prior to joining CLA he was the Founder, CFO and COO of several Life Science (Pharmaceutical, biotech) entities. He spent his first 10 years at another CPA firm. As a Founder and CFO he has hands on experience in building international enterprises from start-up to successful exists.

Taylor Rooke
Vice President
Rooke Fiduciary Management

Taylor Rooke is vice president of Rooke Fiduciary Managment, a private trust company that manages family trusts. His day-to-day activities consist of identifying, analyzing and managing current and potential investment opportunities. Previously, he worked at Larsen MacColl Partners, a lower-middle-market private equity firm specializing in investing into companies with proven business models, strong management teams and compelling growth opportunities.


Tom Tillett
Founder & CEO
MBF Therapeutics

Thomas Tillett is co-founder and CEO of MBF Therapeutics, an animal health biotech company developing innovative immunotherapies to treat companion animals. He was founder, president and CEO of RHeoGene LLC, which established an innovative clinical development program with the RheoSwitch® Therapeutic System that led to the first human clinical trial of a small molecule-induced gene regulation system. He is founder and executive director of Sustained Acts, a Christian nonprofit focusing on sustainable projects in Africa.

Conference Location

201 S Christopher Columbus Blvd
Philadelphia, PA 19106
Tel: (215) 521-6500