Chicago Chapter: January Panel
Bryan Cave Leighton Paisner LLP
161 North Clark Street
Chicago, Illinois, 60601
late registration: $220
This event is free for National, Chicago Private Equity Chapter, Los Angeles Private Equity Chapter, Los Angeles Real Estate Chapter, NYC Private Equity Chapter, and Corporate members.
This event starts on January 24th at 4:00 PM.
Topic: Creative Uses of Mezzanine and Minority Equity - How Junior Capital Providers are Providing Unique Solutions
To be able to differentiate in a competitive environment, investment bankers and capital providers must design alternatives which solve business owners’ specific needs. While the traditional buyout and control recap structures continue to be popular, there are alternative structures that allow owners to achieve their needs for liquidity and growth capital while minimizing dilution and loss of control. Join us as a panel of M&A experts will discuss the various uses of mezzanine debt and non-control equity.
Pricing:Opus Connect Members: No Charge
Non-Members (On or before January 19th): $195
Non-Members (On or after January 20th): $220
By Invitation Only
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Mark Hollis is a Partner at Centerfield Capital Partners, a provider of mezzanine and equity financing to lower middle market companies. His primary responsibilities at Centerfield include sourcing, structuring, negotiating and executing transactions and managing portfolio companies. Mark is a member of the Centerfield investment committee and serves on the boards of Centerfield portfolio companies Imaginetics, Automated Systems Design, Heartland Steel Products Group and Indo-European Foods. Mark has spent his entire career working with middle market companies and business owners as an investor, lender and advisor. He has more than 18 years of combined private equity, commercial banking and wealth management experience. Prior to joining Centerfield, Mr. Hollis spent eight years at National City where he managed commercial lending relationships and also served in private banking and wealth management. Mark holds a B.S. in Business Administration from University of Southern Indiana and an MBA from the Kelley School of Business at Indiana University. He is active in the Association for Corporate Growth (ACG) as a board member of ACG Global, the international governing body of ACG, and Past President of ACG Indiana. He also serves as a board and executive committee member of JDRF Indiana.
Derek Ferguson is Founder and Partner of KCM Capital Partners LLC. Derek has a deep background in lower middle market business services, value-added distribution and specialty industrial end markets, with more than 15 years of private equity, private credit and corporate advisory experience, over which, he has led or participated in the direct investment of nearly $500 million of debt and equity capital and advised on more than $800 million of transaction value.
Prior to founding KCM, Derek was a Principal with Victory Park Capital, a leading Chicago-based private investment firm, where he originated, structured, executed and managed direct debt and equity investments across a wide range of lower middle market companies, including those in the industrial, manufacturing, business services, energy, healthcare and tech-enabled products sectors, while serving on the Board of Directors for five portfolio companies. Prior to Victory Park, Derek held various positions at other well-regarded private equity and investment banking firms, including Maxim Partners, Wynnchurch Capital, Thoma Cressey Equity Partners and JPMorgan Securities, where he worked closely with lower middle market companies to advise on and implement strategic alternatives and value creation initiatives.
In addition to his responsibilities at KCM, Derek serves on the Board of Directors of the Chicago Children’s Choir, a 60-year-old non-profit organization providing choral music education and artistic opportunity to more than 4,600 children throughout all 57 of Chicago's zip codes.
Derek received his MBA, with a concentration in Entrepreneurship and Innovation, from Northwestern University’s Kellogg School of Management and graduated with a BS in Finance, with High Honors, from the University of Illinois. He lives with his wife and three children in the northern Chicago suburb of Glencoe.
Mr. Stone is a Managing Director with Cyprium Partners, a private equity fund with offices in New York, Cleveland, and Chicago. Since its founding in 1998, Cyprium has deployed in excess of $1.5 billion and has completed 75 non-controlling investments alongside founders, entrepreneurs and management teams. Cyprium is currently investing from Fund IV, a $460 million vehicle.
Nick has been with Cyprium and its predecessor Key Principal Partners since 2007, starting in the San Francisco office and then opening the Chicago office in 2011. Prior to joining KPP, Nick worked at Northlight Capital, a Chicago-based private equity firm that focused exclusively on leveraged buyouts, where he served as a Vice President responsible for developing proprietary acquisition opportunities, executing transactions, and managing operational projects at the portfolio level. Prior to his direct investing experience, Nick was a Director at U.S. Capital, a boutique middle-market M&A advisory practice after beginning his career as a Financial Analyst at NASA - Johnson Space Center in Houston.
Mr. Stone received his M.B.A. with honors from the University of Chicago Booth School of Business and graduated cum laude with a B.B.A. in International Business from Wichita State University. Nick is currently on the Board of Directors for Route 66 Theatre Company in Chicago, the National Board of Governors for Sigma Phi Epsilon and a member of the Economic Club of Chicago.
Tom leads Livingstone’s Debt Advisory practice, which provides both companies and financial sponsors with access to a broad range of fixed income products, such as secured and unsecured commercial bank loans, mezzanine and other junior debt, and preferred and other structured equity securities. He has over 15 years of commercial finance experience.
Prior to Livingstone, Tom was in commercial banking with both BMO Harris Bank and Bank of America/LaSalle Bank. Tom began his career in commercial finance with GE Capital.