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.
Founder & Managing Partner
Junction Equity Partners
Middle market private equity and corporate strategy professional with deep experience across blue-collar business services, specialty distribution, and high-value manufacturing.
General Manager
Keystone Compliance
Sam Mastovich is the general manager of Keystone Compliance, a regulatory compliance test lab with locations in New Castle, PA and Durham, NC. Sam and the Keystone team grew the company from a small family-owned business to an industry leader that caught the attention of an international conglomerate. Keystone was acquired by Barcelona-based Applus+ Laboratories in 2024.