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Grand Ballroom 3 + 4 Session B

Family Business Dynamics: Architecting a successful shareholder buyout to fuel growth

Presented By: Continuum Equity Partners / Interchange Capital Partners

Join us for a deep dive into the intricate world of family business dynamics and closely held companies. We will explore critical considerations for family and closely held businesses with multiple shareholders that want to grow or exit the company. We’ll delve into strategies for buying out family members and other shareholders, whether they seek involvement or exit, and discuss the delicate balance between transitions and growth. You’ll learn about the importance of planning, how to leverage external debt capital, and when you should consider equity capital infusion. If you're navigating the complex terrain of family business and closely held company growth, or even thinking about your exit, this session will provide actionable insights to propel your business towards new heights and help you chart your path forward. 


Brian Baum
Managing Director
Interchange Capital Partners

Brian is the Managing Director of Interchange Capital Partners. In this role he oversees strategic initiatives of the company with a specific focus on the Family Business and Entrepreneur client segment. His focus is on helping owners think through, build and execute on a value acceleration and transition strategy for the shareholders. He believes that at its core exit planning combines the plan, concept, effort and process into a clear, simple strategy to build a business that is transferable through strong human, structural, customer, and social capital. The future of each owner, their family, and their business are addressed by exit planning through creating value today.

Brian is also the President of the Pittsburgh Exit Planning Chapter, which he helped found in 2019. The chapters mission is to give business owners a forum to get educated on true exit planning – how to build a valuable and transferable business through a proven process. He graduated from Penn State with a Bachelors in Psychology and a minor in Business. He is a Certified Exit Planning Advisor and a CFP.


Brian Dandrea
Continuim Equity Partners

Brian is a co-founder and Partner at Continuim Equity Partners, a Private Equity firm in Pittsburgh, PA. Brian leads Continuim’s relationship-based approach to identifying and acquiring successful, family-owned industrial businesses within the region. Brian previously led the business development effort for PNC Mezzanine Capital and served as a Commercial Lender for PNC Bank.

Kaylee Miner
CPA & Former Chief Financial Officer
Donegal Construction Corp

Kaylee Miner is the former Chief Financial Officer of Donegal Construction Corp and related companies, an asphalt milling company based in Western Pennsylvania with operations across the Eastern Seaboard. Kaylee joined the company in 2020 and was an integral part of the company’s sale to SurfaceCycle in 2023 - from preparing the business for sale to helping with the transition and integration of the business into the larger SurfaceCycle group.


Ron Mumbray
President & CEO
Anchor Holding Group - Fluid Sealing International

Ron Mumbray is President and CEO of Fluid Sealing International and Anchor Seals Inc., part of the Anchor Holding Group. Ron has over 40 years of experience in the mechanical, industrial engineering and fluid sealing industries. Mr. Mumbray has played an important role in steering both companies overall direction, overseeing operations, and ensuring continued success.


Conference Location

600 Commonwealth Place
Pittsburgh, PA 15222
Tel: (412) 391-4600