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Session A

Building Capital Stacks for Growth: Why Debt Equity Financing Might Be An Effective Tool

Presented By: ButcherJoseph & Co. / Moore & Van Allen

Join a roundtable discussion among senior executives and veteran financiers as they share thoughts on current trends in financing business growth--including debt-based financing--and how to best leverage financial tools for different stages of your business lifecycle.


Michael Zeller
Member & Head of Global Services
Moore & Van Allen

Mike is the co-head of Moore & Van Allen's Global Services Group. In that role, he provides his corporate transactional clients the accessibility, responsiveness, knowledge and understanding of in-house counsel, coupled with the deep, full-spectrum Moore & Van Allen legal resources and cost-efficiencies.


Andrew Barnell

Co-founder of Geneoscopy, Andrew graduated from Cornell University with a Bachelor’s degree in Applied Economics & Management and a specialization in Finance. He received an MBA in Health Care Management and Entrepreneurial Management from The Wharton School. Andrew began his career as a financial analyst in J.P. Morgan’s healthcare investment banking group, working primarily on M&A and capital markets transactions. Andrew also worked as an associate at Lindsay Goldberg, a middle-market private equity firm focused on partnering with family-owned businesses.

David Lake
Investment Banker
ButcherJoseph & Co.

David Lake is a Director with ButcherJoseph & Co.’s investment banking team. During his tenure, David has advised a diverse group of middle market companies on mergers and acquisitions, capital raising, and strategic advisory assignments. He has completed engagements in a variety of industries including healthcare, business services, manufacturing, real estate, and consumer products.

David’s previous investment banking experience includes deal work in leveraged finance as well as sell-side and buy-side M&A advisory. He has advised both publicly listed and privately held companies, including cross-border engagements. David began his investment banking career at Citigroup in its Leveraged Finance Group, focused primarily in the consumer, healthcare, and industrials sectors.

David earned a Master of Business Administration in finance from the UCLA Anderson School of Management and a Bachelor of Science with honors and Phi Beta Kappa from the Haas School of Business at UC Berkeley.  He is a CFA Charterholder. 

Mike Pizzella, Jr.
Vice President & Former CEO, StayLock Storage
Cequel III

Mike co-leads Cequel III’s family office direct investment platform, which seeks to invest private capital in lower middle market businesses. From 2016-2021, Mike served as CEO of StayLock Storage, where his team built a portfolio of 78 self storage properties, which was sold 2021. Mike has also supported corporate development efforts at TierPoint and Suddenlink during his tenure at Cequel III.

Conference Location

7701 Forsyth Boulevard
St. Louis, Missouri 63105
Tel: (314) 726-1964