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Financiers in Business Succession

Finance professionals structuring capital solutions for business succession — from employee ownership transaction financing and mezzanine debt to equity co-investment alongside ESOP, EOT, and cooperative conversions.

Erin O’Keefe

France-Merrick Foundation

Senior Program Officer

# Impact Investing

Derek Ballantyne

Boann Social Capital

# Impact Investing

Bill Anderson

Director of Lending

# Impact Investing

Joel Moyer

Fair Food Network - Fair Food Fund

Director of Investments

# Impact Investing

Juan Sebastian Garzon

Executive Director

# Impact Investing

Mark D. Constantine

Dogwood Health Trust

Senior Vice President of Community Investment

# Impact Investing

Emily Cayer

Tiny Seed Project

Executive Director and Director of Operations

# Impact Investing

Alicia sanchez gill

Executive Director

# Impact Investing

Priscilla Green

Economic Development Authority of Newport News

greenpa@nnva.gov

# Impact Investing

Maria Christina Blanco

Center for Economic Democracy

Administrative & Fiscal Sponsorship Manager

# Impact Investing

Evan Reed

Forward Community Investments - Lending

Director of Lending

# Impact Investing

Naa Amissah-Hammond

Groundswell Fund - Birth Justice Fund

Chief Strategy Officer

# Impact Investing

Erika Rodriguez

Movement Sustainability Commons

Fiscal Sponsorship Co-Director

# Impact Investing

Randy Chambers

Self-Help Credit Union - Durham Affordable Housing Loan Fund

# Impact Investing

Jennifer Pryce

Calvert Impact Capital

# Impact Investing

Alexandra Rachelle Siclait

Director of Fiscal Sponsorship

# Impact Investing

Jennifer Hoffman

Social and Environmental Entrepreneurs (SEE)

Chief Executive Officer

# Impact Investing

Crystal Middlestadt

Executive Director

# Impact Investing

Patrick Stoltz

Wintrust ESOP Finance

President ESOP Finance

Anitra Smith

Sunlight Giving

Program Officer

# Impact Investing

Douglas Dell

Sheila Bapat

Proteus Fund - RISE Together Fund (RTF)

Senior Program Officer, RISE Together Fund

# Impact Investing

Melissa Vassell

Borealis Philanthropy - Fund for Trans Generations

# Impact Investing

Betsy Biemann

CEI (Coastal Enterprises)

# Impact Investing

Rana Elmir

Proteus Fund - RISE Together Fund (RTF)

Director, RISE Together Fund

# Impact Investing

Dion Cook

Co-Founder & CEO

# Impact Investing

Celine N. Fejeran

Portfolio Manager, Community Impact

# Impact Investing

Anthony Iton

The California Endowment

Senior Vice President -- Programs & Partnerships

# Impact Investing

Claudia Fernández

Brooklyn Cooperative Federal Credit Union

Director of Lending

# Impact Investing

Earl Boyd

Entrepreneur Works

Director of Entrepreneur Services

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