Buying Family-Owned Businesses: Developing a niche growth strategy
Presented By: Greensfelder, Hemker & Gale, P.C. & EY
A group of active acquirers and M&A experts discuss why buying family-owned companies with no family successors should be a key part of your overall acquisition plan.
Greensfelder, Hemker & Gale, P.C.
With extensive experience in mergers and acquisitions, corporate finance and tax issues, Greensfelder attorney Vince offers business-oriented solutions to clients in corporate transactions. He is a member of Greensfelder's Board of Directors andleader of the Business Services Practice Group. He previously served as president. He has represented clients in transactions in the U.S. and abroad, handling the financial, tax, accounting and business-law aspects of mergers and acquisitions and corporate finance transactions.
Senior Vice President, Corporate Development
Cequel III, LLC
Since joining Cequel III in 2011, Mr. Haug has worked on corporate development, M&A, strategy, and finance initiatives for Cequel III and its past and present portfolio companies, including Suddenlink, TierPoint, StayLock, and the Cequel Family Office. In his current role for TierPoint, he also leads the product pricing team. Gus Haug serves on the board of directors of ATIS and previously served on the board of directors of DxContinuum, before its successful sale to ServiceNow in January 2016. Before joining Cequel III, Mr. Haug worked at U.S. Bank in the Media and Telecom lending group, then moved to the leveraged finance group. Mr. Haug earned a BSBA in Finance and MBA from Washington University in St. Louis. He continues to be involved with the institution, serving on the executive committee of the W Club, which supports school athletic programs, and guest lecturing in finance classes offered through the University’s Olin Business School.
CFO & SVP
Donald has a progressive financial management background that spans over 40 years. He currently serves as Senior Vice President of Corporate Development and Chief Financial Officer of HBM Holdings Company. Don helped create HBM’s acquisition and talent development strategy when the firm was founded in 2012 and has been involved with numerous acquisitions of privately-held companies. Previously, he was CFO of Mississippi Lime Company, IMC Agribusiness, Inc., and Big River Minerals Corporation. Don is a CPA and worked for eight years in the audit practice of Ernst & Young. Areas of expertise include financial leadership, mergers and acquisition, risk management and strategic and financial planning.
Thompson Street Capital Partners
Jack is a managing director with Thompson Street Capital Partners and leads the firm's Deal Origination and Portfolio Support teams. Previously, served in the United States Army as an infantry officer in Ranger, Airborne and Mechanized units. He also managed a regional sales and service team with Cintas Corp., a national facilities service provider.
Daniel is a principal in Ernst & Young’s Transaction Advisory Services group where he helps clients design and implement tax-efficient methods of achieving their strategic business objectives. He has over 20 years of experience advising private equity funds and multinational corporations on complex business transactions, including cross-border acquisitions, divestitures, global restructurings, spin-offs, and joint ventures. Dan is co-author of the Wolters Kluwer CCH expert treatise Federal Taxation of Corporations and Shareholders, is a frequent speaker at the American Bar Association and Tax Executives Institute, and has co-authored articles in Practicing Law Institute’s course books.