The Earnout Private Credit Symposium
Attendee Booklet
Sponsored by
AGENDA SPONSORS ATTENDEES
Attendees
Drew Brantley
Frisch Capital
www.linkedin.com/in/gary-berger-a561145
drew@frischcapital.com
Drew is a serial entrepreneur having started 5 businesses, sold a few and still owns some. He knows what it’s like to be in your shoes. He sees the Independent Sponsor model as the method executives and industry experts can take to own and run already established businesses. He now dedicates his career to helping individuals buy companies, find greater success and live life on their own terms.
Paul Marino
Partner, Sadis & Goldberg
https://www.linkedin.com/in/pamarino/ pmarino@sadis.com
212-573-8158
Paul Marino is a partner in the Financial Services and Corporate groups. Paul focuses his practice in matters concerning financial services, corporate law and corporate finance. Paul provides counsel in the areas of private equity funds and mergers and acquisitions for private equity firms and public and private companies and private equity fund and hedge fund formation.
Paul works on a variety of M&A transactions, including leveraged acquisitions, divestitures of business divisions, going-private transactions, and other strategic acquisitions and dispositions, in the following industries: manufacturing, telecommunications, consumer products, hospitality, healthcare, and technology, among others. His practice also includes joint ventures and general company representation matters.
Paul has represented national and multinational corporations, ranging from telecoms to tech companies, as well as real estate syndication and financial investors and investment advisors. He has also negotiated and structured a number of U.S. domestic and cross-border mergers and acquisitions and joint ventures.
Steve Brady
Partner, Market Leader, Transaction Advisory
https://www.linkedin.com/in/stevebrady1/ sbrady@withum.com
847-372-7246
Steve is a Partner and Market Leader for Withum’s Transaction Advisory practice. He is a licensed certified public accountant in the state of Illinois and specializes in mergers & acquisitions and transaction advisory, advising clients to realize value from middle-market transactions across multiple sectors. Steve has extensive expertise in buy-side and sell-side due diligence, merger integration and other advisory services for mergers and acquisitions, debt offerings, carve-outs and other transactions.
Steve has been a Transaction Advisory Practice leader in global and national firms for over 16 years, served as a chief financial officer of a middle-market diversified mechanical contractor and specialty manufacturer and a start-up medical device company, and audit partner for a global firm. Steve previously led a wide variety of cross-border and domestic projects for private equity firms and their portfolio companies, family offices, and strategic acquirers including closely-held middlemarket companies and global organizations, investment banks, mezzanine lenders and financial institutions.
Dhiraj Kumar Adlaka
Formidium, Sponsor
dhiraj.adlakha@formidium.com
Formidium,
Amit.arora@formidium.com
Matthew Barrett
Withum, Sponsor
mbarrett@withum.com
lbegley@argosycredit.com
rbinford@provisocapital.com
Yehuda Braunstein
Sadis & Goldberg, Sponsor
ybraunstein@sadis.com
Frank Bukowski
Formidium,
Frank.Bukowski@formidium.com
Katherine Burrow
Aspen HR, Sponsor
kburrow@aspenhr.com
Ankit Chandola
ankit@queenscourtcap.com
Jason Chertin
McMillan LLP, Independent Sponsor
jason.chertin@mcmillan.ca
Javier Davila
cosmin@monumentmicrocap.com
Christian Essner
cessner@vikingglobal.com
David Fitzgerald
Sadis & Goldberg, Sponsor
dfitzgerald@sadis.com
Kevin Greener
kgreener@caltius.com
Tye Hernandez
Aspen HR, Sponsor
thernandez@aspenhr.com
Filip Kowalewski
filip@caphub.com
ken@granitecreek.com
Lam
dave.lam@phalanxpart.com
David Leeds
Aspen HR, Sponsor
david@aspenhr.com
Aaron Lewis
alewis@centrelanepartners.com
rl@laventurellc.com
Travis Loomis
Withum, Sponsor
ltloomis@withum.com
Dave Lorenc
dlorenc@whitehorse.com
Pat Mascia
Building Industry Partners, Independent Sponsor
pmascia@buildingip.com
Adam McDowell
David Naiman
dnaiman@wherewithalpartners.com
Arinze Onyenezi
onyenezi@stonebasecapital.com
mpalm@chartercapitalpartners.com
Kyle Peters
Jack Render
Rooney
Jared Rubenstein
Cory Sandrock
cory@paretoandcompany.com
Skaff
Kevin Speight
kspeight@plexuscap.com
Ed Stein
estein@azaleacapital.com
Lending Point, Independent Sponsor
tavaresraul@mac.com
Jim Taylor
jim@gocgrowth.com
Nathan Tokarz
ntokarz@mmfcapital.com
Walter
Christopher Wang
cwang@prospectcap.com
william.webster@xylinxllc.com
Chris White
cwhite@insightequity.com
Genoveva Wilson
Calatrava Group, Inc, Independent Sponsor
gv@calatrava-group.com
dyu@southfieldmezz.com
scott@variantinvestments.com
About Sadis
Focused on You.
Sadis & Goldberg LLP is internationally recognized for its Financial Services practice representing sponsors, asset managers, institutional investors and family offices in connection with private investment vehicles, including hedge funds, private equity funds, real estate investment vehicles, venture capital funds, crypto and digital payments funds, and commodity pools, as well as direct private transactions.
Sadis also represents a variety of service providers to the industry, including administrators, auditors, independent directors, third-party valuation firms, brokerage firms and consulting firms in connection with financial transactions, fund launches and servicing, as well as regulatory compliance and litigation matters. Our firm advises on a wide range of legal issues, including fund structuring, financial transactions, agreements with or among principals, employees and counterparties, international taxation and regulatory compliance.
Thank You
