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Lessons from the Sell-Side Trenches

Presented By: KeyBank / Royer Cooper Cohen Braunfeld LLC

When you’re selling a business, who you sell it to matters. Join a group of c-suite executives, private equity leader, and experts as they discuss how uncertain times have dramatically impacted how to understand the strategic goals of strategic and financial buyers… and what that means for you.

Moderator:

Roger J. Braunfeld
Partner
Royer Cooper Cohen Braunfeld

Roger is a founding partner at Royer Cooper Cohen Braunfeld LLC. He combines business and corporate law experience for his clients, focusing on financing and development strategies and transactions for investors and a wide array of businesses in various stages of development. Among other things, Roger's practice encompasses private equity and venture capital transactions, debt and equity offerings, mergers and acquisitions, real estate and corporate restructurings, as well as a range of business and commercial transactions, agreements and general business counseling. Roger is also actively involved in strategic opportunities for the firm including the creation of a $140 million alternative investment platform.

Panelists:

Greg Cathcart
CEO
Excellis Health Solutions

Greg is responsible for Excellis Health Solutions’ strategic planning, direction, and growth, as well as cultivating emerging markets. In addition, Greg works directly with clients to understand their business needs and identify an approach to realize the value to be gained by transparent, synchronized solutions. As a recognized industry leader for 20+ years, Greg has worked with HDA, NACDS, FDA, and GS1 to optimize the supply chain by focusing on solution implementation and improved business practices in the life sciences, healthcare, and regulated industries.

Ryan Clark
CEO
PeopleShare, LLC

Ryan Clark is among the most respected leaders in the staffing industry, known for his fierce commitment to providing outstanding customer service and his tenacious pursuit of excellence. His experience includes over twenty years in staffing as well as extensive experience in sales and sales management. Ryan spent seven years working at PDI, the world’s largest contract sales organization supporting the pharmaceutical industry, where he was continuously recognized as a top performer and was promoted several times. In 2003, Ryan was hired by a major Dallas-based staffing company where he made significant contributions. Within three months, Ryan turned the unprofitable office into one of the most profitable offices in the company. In 2005, Ryan co-founded PeopleShare, a regional staffing firm dedicated to placing candidates in light industrial, administrative and clerical positions. Ryan’s vision was to create a staffing company that provides employees and customers the opportunity to achieve their goals and enhance their overall success. Having the expertise, industry experience, and resources to recruit the best talent for each and every opportunity have been a critical factor in PeopleShare’s success. Ryan’s determination, drive and talent have propelled PeopleShare into the fastest growing staffing firm in Pennsylvania with 16 locations throughout PA, NJ and DE. Since their first year of eligibility in 2007, PeopleShare has been named “Best Places to Work” by the Philadelphia Business Journal every year and named to the Inc.500/5000 list. In 2015, PeopleShare exceeded $100MM in annual revenue and was acquired by Trivest, a Private Equity firm based in Coral Gables, Florida.

Leo Helmers
Founding Partner
Susquehanna Private Capital

Leo focuses on sourcing prospective investments as well as ongoing portfolio company matters. Before co-founding Susquehanna Private Capital, Leo founded LMZ Partners. Prior to LMZ Partners, Leo was a Senior Advisor, Fund Head and Managing Director at The Carlyle Group and a Managing Director at Hamilton Lane Advisors. Leo graduated with an M.B.A. from Temple University and a B.S. in Civil Engineering from the Lafayette College. He is a CFA Charter holder and serves on the Board of Trustees at both the Shipley School and Lafayette College.

Jeffrey Getty
Managing Director of Family Wealth Consulting
KeyBank

Jeff Getty is the Managing Director of Key's Private Business Consulting Practice. This practice advises business owners in four major areas: strategic option analysis; value\growth optimization; transition\transactions; and tax minimization. Jeff holds a BA, JD and MS(tax) and is a CFP, AEP, CM&AA and CVGA. Over the past decade, Jeff has more than $7 billion in transactional experience in private offerings of equity and debt, mergers, acquisitions reorganizations and spin offs for closely-held and family owned businesses.