TrueNorth Moderates Panel Addressing Creative Strategies for Succession Planning and Liquidity – Hosted by PKF O’Connor Davies and Ironwood Capital
Tuesday, September 18, 2018, Sheraton Stamford, 700 Main street, Stamford, CT 06901
About the Program:
Key topics covered included: ESOP basics, ESOP pros and cons, Successful exit and succession planning strategies, Diversity of transaction types and financial products available from venture, growth equity, mezzanine and debt providers, Current market/deal terms and Goals/expectations and actual results from capital transactions.
Jeffrey Gaynor, TrueNorth Capital Partners LLC, John Vitucci, Principal, CPA PKF O’Connor Davies, Michael Ruggiero, Partner, CPA, Jim Barra, Managing Director, Jim Barra, Managing Director, Ironwood Capital, John Strahley, Managing Director, Ironwood Capital, Adam McLaughlin, SVP, Relationship Manager, Webster Bank