When:
Tuesday, April 13, 2021
12:00 PM to 1:00 PM
* Virtual Platform:
Zoom
* The Zoom details will be provided in a separate communication after successful registration.
Event Timeline:
11:55 AM - 12:00 PM
Registration & Welcome
12:00 - 1:00 PM
Virtual Presentation
(Including Q & A)
1:00 PM – 1:30 PM
Optional Networking
(With Breakout Rooms)
Registration & Cancellation Policies:
Register and/or send cancellations by no later than noon on Monday, 4/12 to:
CPE Credit:
This event is eligible for 1 CPE credit. Virtual participants must attend from 12:00 PM – 1:00 PM and answer polling questions to receive credit.
Contact
Michelle WeissFinancial Executives International
920.750.9110
michelle@mwcommunications.org
Session Topic
What to Expect During the First Year Transition to Private Equity Ownership
Summary & Learning Objectives
As an increasing number of family-owned and closely held businesses seek private equity partners to facilitate ownership transitions, management and employees are often uncertain as to what to expect. In this session, Jay and Damon will provide some practical guidance on what can be expected in the first year under private equity ownership along with some recent case studies. Learning objectives include: (1) how the private equity group will work with management to establish and achieve objectives; (2) different approaches to achieving equity value creation; and (3) capital structure implications.
Jay Radtke
Senior Managing Director | Mason Wells
BiographyAs a Senior Managing Director of Mason Wells Buyout Funds, Mr. Radtke is primarily responsible for supporting the investment activities of those funds. In this capacity, Mr. Radtke is responsible for initiating investment opportunities, negotiating transactions, supervising due diligence, serving on the Board of Directors of portfolio companies, and working with portfolio company management teams. Mr. Radtke is a Co-Chairman of the Investment Committee of Mason Wells Buyout Fund IV.
Mr. Radtke has over 20 years of private equity investing experience in middle market companies. Prior to joining Mason Wells in 2006, Mr. Radtke worked for Cornerstone Equity Investors, LLC in New York for five years, where he was responsible for the origination, analysis, due diligence and execution of control-oriented investments in middle market companies in the business services and specialty manufacturing industries. Before Cornerstone Equity Investors, Mr. Radtke worked in Lehman Brothers' New York office for three years, where he was an Investment Banking Analyst in the real estate and mergers and acquisitions groups.Mr. Radtke is a member of the Board of Directors of L.B. White Company, LLC, Schoeneck Containers, Inc., and Structural Concepts Corporation. He previously served on the Board of Directors of AWT Labels & Packaging, Charter NEX Films, Coating Excellence International, LLC, MGS Mfg. Group, Inc., Mullinix Packages, Inc., Nelipak Healthcare Packaging, Oliver Products Company, and Pacon Corporation. A native of Wisconsin, Mr. Radtke received a Master of Business Administration degree from Columbia Business School and a Bachelor of Arts degree from Vanderbilt University.
Damon Thome
Director | Mason Wells
As a Director of Mason Wells Buyout Funds, Mr. Thome is primarily responsible for supporting the funds' investment activities. In this capacity, Mr. Thome is responsible for initiating investment opportunities, conducting due diligence, negotiating debt financings, serving on the Board of Directors of portfolio companies, and working with portfolio company management teams.
Prior to joining Mason Wells in 2012, Mr. Thome worked as an Investment Banking Analyst at Piper Jaffray in Minneapolis where he was involved in numerous mergers & acquisitions, advisory and capital markets transactions in the industrial sector.
Mr. Thome is a member of the Board of Directors of Qualus Power Services Corp. and Schoeneck Containers, Inc. Mr. Thome received a Master of Business Administration degree from Northwestern University’s Kellogg School of Management and Bachelor of Business Administration degrees with Distinction in Finance and Accounting from the University of Wisconsin - Madison.
Financial Executives International (FEI) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.
