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Session A

Building Strong Capital Stacks: Understanding Different Financing Needs For Different Growth Stages Of Your Business

Presented By: First National Bank

As your company matures, your financial needs change. Join a group of business owners, leaders, and experts as they break down how to identify, assemble, and deploy capital to fuel growth.

Moderator:

Ron Donatelli
Pittsburgh Regional President
First National Bank

Ron is responsible for integrating FNB’s successful cross-functional business model and for developing small business and corporate banking opportunities in the company’s headquarters market. He joined FNB in 2009 to lead its Asset-Based Lending division and has had oversight for various corporate banking groups within the organization, including Syndications and International Banking Services. He has more than 35 years of financial services experience, having held a range of leadership roles with asset-based lending groups at major banks in the Pittsburgh area.

Panelists:

Mark Guterman
Director, Capital Markets
First National Bank

Mark Guterman leads the Loan Syndications efforts within the Capital Markets group at First National Bank. In this role, Mark is responsible for originating, structuring and executing loan syndications for Commercial & Industrial (C&I) transactions across First National Bank’s footprint ranging from $30 to $200 million in size. Prior to joining First National Bank, Mark was a Senior High Yield Credit Analyst at The Guardian Life Insurance Company of America where he was responsible for covering the Technology, Media & Telecom sectors for new issues and secondary trading opportunities within the high yield bond and leveraged loan universe. Previous to his work with Guardian Life, Mark was an investment analyst with broker-dealer Chapdelaine Credit Partners and alternative asset manager GSC Group in New York. He started his career as an analyst in the syndicated and leveraged finance group at J.P. Morgan based in New York. Mark earned a Bachelor of Art’s degree in Economics from the University of Pennsylvania and holds a Chartered Financial Analyst (CFA) designation.

Craig Heryford
National Chair Business Transactions Sections
Gordon Rees LP

Craig's practice is concentrated in the area of mergers and acquisitions, venture capital and corporate finance matters as well as the representation of mature and emerging businesses. He has experience in a wide variety of commercial transactions, including numerous corporate finance and venture capital funding transactions involving both equity and debt, as well as merger and acquisition and private equity transactions.

Mr. Heryford regularly represents investors, including private equity and venture based investors, in portfolio investments and acquisition and divestiture transactions. He has also represented fund clients in fund formation work, including the structuring and formation of the funds, negotiation and preparation of investor documents and constituent fund documentation.
Mr. Heryford is the chair of the firm's Business Services Section and Business Transactions Practice Group.

Kathryn Johnbull
CFO
DLH Corporation
Rocky Pontikes
Managing Director of Investment Banking
Mesirow Financial

Rocky is a managing director in Mesirow Financial’s Investment Banking group. He is responsible for developing key relationships, leading deal teams throughout the transaction process and providing advisory services on middle-market M&A assignments within the distribution & supply chain and industrials sectors.Rocky has more than 20 years of investment banking experience. Prior to joining Mesirow Financial in June 2001, he was an investment banker in the global investment banking division at Merrill Lynch & Co., providing corporate finance, merger and acquisition, and public and private capital advisory services to middle-market and growth-oriented companies. Rocky has played an integral role in many notable M&A and capital markets transactions across numerous industries with aggregate transaction value of over $10 billion. He has led several industry award-winning and notable transactions in recent years.In 2012, Rocky was named a winner of The M&A Advisor 40 Under 40 Awards for the central region. Rocky is an active member of The Economic Club of Chicago, The Association for Corporate Growth and Turnaround Management Association.Rocky earned a BS from the Wharton School at the University of Pennsylvania. He holds FINRA Series 7, 63 and 79 licenses.Rocky has four sons, is happily married to his wife Jen, and is an avid golfer and paddle player.