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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.

Felipe Witchger

Catholic Impact Investing Collaborative

Durham, NC, USA

# Impact Investing# DEI

Daphne Rowe

Pembroke Philanthropy Advisors

Executive Director

Keith Bisson

CEI (Coastal Enterprises)

# Workforce Development# Impact Investing

Ted Margarit

# Merchant Bank

Tony Kaufman

First Merchants Bank

Vice President of Commercial Banking

# Merchant Bank

BJ Van Leeuwen

Industrial Credit Union

Vice President, Lending at Industrial Credit Union

# Impact Investing

Jennifer Gorin

Impact Growth Partners

# Impact Investing

Malini Moraghan

Chicago, IL, USA

# Impact Investing

LuAnn Bennett

Bennett Holdings

# Holding Company

Nidhi Sahni

Bridgespan Group

Brooklyn, NY, USA

Nicholas J. Francia

UBS Wealth Management

# Investment Bank

William A. Stewart

PCE Investment Bankers

# Investment Bank

Jodi Luka

Village of Gurnee

Management Analyst

# Workforce Development

Reginauld Williams

Dorchester Bay Economic Development Corporation

Director of Small Business

# Workforce Development

David Zilis

Colorado Solidarity Fund

# Investment Club# Impact Investing

Kira Abelow

Colorado Solidarity Fund

# Investment Club

Lucor Jordan

Colorado Solidarity Fund

# Investment Club

Kyle Klopcic

Grand Rapids, MI, USA

# EO Case Study

Mike Leyba

City Life Vida Urbana

Kristy N. Britsch

Levelfeld Pearlstein

Pittsburgh, PA, USA

Louise Nankiinga

Baltimore, MD, USA

Steve Ryan

# Investment Bank

Anitra Cottledge

Headwaters Foundation for Justice

Julie Govreau

GreatBanc Trust Company

Pablo Limon

Boston Impact Initiative Fund (BII)

# Impact Investing

JJ Froehlich

Self-Help Credit Union - Wake County Affordable Housing Preservation Fund

# Impact Investing

Ian MacDonald

# Impact Investing

Andrew Westphal

Northwest Investors

# Impact Investing

Alexandre Katrangi

# Impact Investing

Mark Weisheipl

# Middle Market

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