• Breakout

Understanding Your Liquidity Options – What’s Best For Your Business?

May 1, 2024 · 01:25 PM – 02:15 PM

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Moderator

James McClary

James McClary

Partner

Bennett Jones

Panelists

Matthew Latimer

Matthew Latimer

COO & General Counsel

ACT Capital Advisors

Jamie B. Schwitzer

Jamie B. Schwitzer

CIO

Westcap Mgt. Ltd.

Terry Stephenson

Terry Stephenson

President & CEO

Vertex Resources Group

Brett Weese

Brett Weese

Director, Growth & Transition Capital

BDC

You’re contemplating ways to turn years of hard work into cash, but what are your options? Should you look to your senior management team as potential investors, assuming they are interested and able to invest in your business? Should you look outside your firm for strategic buyers? Could private equity, search funds or other entities provide liquidity opportunities? In this session, a panel of experts will help you learn what distinguishes different classes of buyers, depending on your size of business, and what other options you have to generate capital. The panel will address the pros and cons of various options that could allow you to take some chips off the table.

  • Strategic buyers
  • Private equity
  • Buying out partners
  • Management buyouts
  • Search Funds
  • Other recapitalization options

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