understanding your liquidity options

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UNDERSTANDING YOUR LIQUIDITY OPTIONS MODERATOR Brent Walker, Co-Founder and Managing Director, MPA Morrison Park Advisors PANEL Robert Duffy, Managing Director, Growth & Transition Capital, BDC Capital Paul Eldridge, Partner, Fulcrum Capital Partners Jeff Pocock, Partner, Corporate Finance, Grant Thornton LLP Shubo Rakhit, Corporate Finance, Cranson Capital Solutions David Simpson, Director, Business Families Centre, Ivey Bus. School, Western University

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Page 1: Understanding your liquidity options

UNDERSTANDING YOUR LIQUIDITY OPTIONS

MODERATORBrent Walker, Co-Founder and Managing Director, MPA Morrison Park Advisors

PANELRobert Duffy, Managing Director, Growth & Transition Capital, BDC Capital

Paul Eldridge, Partner, Fulcrum Capital PartnersJeff Pocock, Partner, Corporate Finance, Grant Thornton LLPShubo Rakhit, Corporate Finance, Cranson Capital Solutions

David Simpson, Director, Business Families Centre, Ivey Bus. School, Western University

Page 2: Understanding your liquidity options

When Should I Start?

Page 3: Understanding your liquidity options
Page 4: Understanding your liquidity options

Other Options …. Minority Sales, Recaps, …

Page 5: Understanding your liquidity options

Thinking About Management

Page 6: Understanding your liquidity options

Strategic Buyers