JULY ROUNDTABLE: BUSINESS SUSTAINABILITY AND CAPITAL STRUCTURE IN A MATURING INDUSTRY
Roundtable | Monday, July 7 at 4 PM ET
As firms in the family wealth space grow and mature, the conversations around ownership, structure and long-term sustainability are growing more nuanced.
What does it mean to build a business that lasts? And what capital decisions help or hinder that goal?
During this roundtable, we’ll bring together firm leaders to reflect on how capital strategy and enterprise value intersect with growth ambitions, culture and client experience.
The discussion will look at how different sponsor types approach ownership, what shapes valuation and how internal capital planning can influence external partnerships. We’ll also consider governance, equity distribution and integration lessons that have emerged from both sides of the table, acquirer and acquiree.
Learning topics include:
- Understanding enterprise value and its key drivers
- How to assess capital sponsors and align with the right partner
- Internal planning around ownership, equity and capital expenditure
- Structuring deals to balance firm growth with culture and continuity
- Strategic considerations for SFOs exploring MFO models
This session is for senior leaders who think critically about what it means to grow with purpose and how to structure their future. Members can register on the Portal here.
Meet the speakers:
Jamie McLaughlin, Moderator
CEO, J. H. McLaughlin & Co.
Liz Nesvold
Vice Chair, Emigrant Bank
Chair, Emigrant Partners
Kathy Lintz
Partner, Managing Member, Matter Family Office
Kevin Casey
Managing Director, Pathstone
Claire O’Keefe
Partner & Head of Partner Development, Cerity Partners
Andrew Busser
President & CEO, Pitcairn
