Balancing Liquidity and Growth: Strategies for Scaling in Today’s Market
Presented By: Clark Hill PLC / Footprint Capital
How can business owners navigate the dual objectives of creating personal liquidity events and securing capital for their company’s growth? Join us as experts from the buy and sell sides will share insights into leveraging strategic transactions to optimize balance sheets and ensure competitive scaling in a rapidly evolving business landscape. You’ll learn about the motivations behind these decisions, the challenges of striking the right balance, and the innovative approaches companies are adopting to thrive in today’s economy.
Moderator:
Chairman
Clark Hill PLC
Jeff’s primary areas of practice are mergers and acquisitions, general corporate, commercial and real estate finance and real estate law. He regularly represents private equity groups, small, middle-market and large corporations, lenders, borrowers and real estate developers in a variety of transactional matters and matters involving general corporate advice. Jeff has been selected as one of the Best Lawyers in America.
Panelists:
Managing Partner
Footprint Capital
Josh works with business leaders on ownership transactions and liquidity events, including sell-side and buy-side engagements and transactions, such as management buyouts, succession and exit planning, ESOP formations, capital sourcing and leveraged recaps. Prior to leading Footprint Capital, Josh was vice president at Insource Spend Management Group. He led Insource through two synergistic acquisitions and ultimately, its sale.
Owner/Advisor/CFO
Sea Glass Advisors, LLC
Becky Enderle is a serial CFO specializing in strategic financial leadership for growth-stage and mid-market companies. She has a proven track record in M&A, due diligence, and post-acquisition integration and brings a results-driven approach to scaling businesses and navigating complex transactions. Becky has recently made the leap into the consulting world where she continues to work with companies to optimize financial strategy, scale operations, and drive growth.
Managing Partner
Forest Lane Capital
Joel Pokorney is Managing Partner of Forest Lane Capital, a Pittsburgh-based private investment firm backed by committed family office capital. He has over 15 years of experience investing in and working with lower-middle-market businesses. Joel founded Forest Lane Capital in 2018 after roles at Tecum Capital Partners and PNC Capital Markets. He holds a finance degree from Wake Forest University and is a CFA charterholder.