Private Investment Partnerships: A strategy for founder succession, legacy preservation and growth

Join Jane Allen, Founder and former CEO of Counsel on Call, Greg Allen, Director, the Legility Board, and Gridiron Capital's Tom Burger, Managing Partner and Co-Founder, and Kevin Jackson, Managing Partner, for a case-study based discussion on engaging outside private investment in the family business.

Private Investment Partnerships: A strategy for founder succession, legacy preservation and growth

Thursday, March 14, 2019

2 p.m. ET | 11 a.m. PT

60 minutes

https://www.webcaster4.com/Webcast/Page/494/29007

Founders or current managing generation owners who are looking for ways to pass along the business have many options to consider. This webinar will focus on one option that preserves the legacy of the business, monetizes ownership and creates the opportunity to grow the business—partnerships with private investors.

Jane Allen, founder of Counsel on Call, will discuss her decisions surrounding succession and exit strategies for business, and what the outcomes of those decisions have been. Tom Burger and Kevin Jackson, whose firm Gridiron Capital partnered with Jane, will discuss options open to business owners, and the process they used to enter into the partnership with Jane.

There will be ample time for questions.

 


Speakers

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Jane Allen

Founder and former CEO of Counsel on Call

Jane H. Allen is the Founder of Counsel On Call, a role in which she leads the development of the company, works closely on the career path and lifestyle offered to Counsel On Call attorneys, and consults with senior in-house attorneys and law firm partners on how to effectively manage legal work and expenses. Jane also serves on Counsel On Call’s Board of Directors.

Since 2000 and under Jane’s leadership, Counsel On Call has been named to Inc. magazine’s list of the 500 fastest-growing, privately held companies in the U.S. three times and has grown to become the leading “new model” legal services provider. The company currently has offices across the country and three state-of-the-art Managed Services Centers.

Prior to starting Counsel On Call, Jane practiced employment law and commercial litigation with the law firm of Trauger & Tuke (formerly Doramus, Trauger & Ney) in Nashville, Tenn. She also practiced law and managed a regional office for the Kentucky law firm of Sheffer, Hoffman, Thomason & Morton.

 

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Tom Burger

Managing Partner and Co-Founder of Gridiron Capital

Tom Burger is Managing Partner and Co-Founder of Gridiron Capital. In addition to his management responsibilities of Gridiron Capital, Tom is a Member of the Investment Committee, focuses on new investment opportunities, due diligence, and value creation at current portfolio companies.

He currently serves on the boards of Essential Cabinetry Group, Counsel on Call, Local Retail Solutions, Travel Nurse Across America, Leaf Home Solutions, Dent Wizard, Rough Country, Tokyo Joe’s, Royal Paper, and The Service Companies. Tom previously served on the boards of Gridiron Capital partnerships, including: PAS Technologies, Inc., McKenzie Sports Products, Electronic Systems Protection, Yellowstone Landscape Group, Engage2Excel, Performance Health and Wellness, Motion Recruitment Partners, and Quality Solutions.

Tom has over 30 years of relevant experience, with over 24 years of acquiring and building middle-market companies. He spent five years in manufacturing operations, marketing, project management, cost benchmarking, strategy, and management consulting. Tom started his career working in his family’s manufacturing business.

 

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Kevin Jackson

Managing Partner of Gridiron Capital

Kevin Jackson is Managing Partner of Gridiron Capital. In addition to his management responsibilities of Gridiron Capital, Kevin is a Member of the Investment Committee, focuses on new investment opportunities, due diligence, and value creation at current portfolio companies. Kevin currently serves on the boards of Dent Wizard, Rough Country, Tokyo Joe’s, Royal Paper, and HM Dunn AeroSystems. Kevin previously served on the boards of Gridiron Capital partnerships, including: Performance Health and McKenzie Sports Products.

Prior to joining Gridiron Capital, Kevin was an investment professional at CCMP Capital, where he had responsibilities for all aspects of transaction execution and portfolio company management, primarily in the consumer, healthcare, and industrial sectors. Previously, Kevin was an analyst at Credit Suisse in the Global Industrial & Services Group. Kevin began his career as an entrepreneur, co-founding a direct-to-consumer services business based in Southern California.

 

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Greg Allen

Director, Legility Board

Mr. Allen is a successful entrepreneur and has founded, acquired and built several businesses. Greg is currently a Director on the Legility Board. Greg holds a BSE from Georgia Tech and an MBA from The Wharton School at the University of Pennsylvania.

 

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David Shaw

Publishing Director

David Shaw is the publishing director of Family Business and its sister publication, Directors & Boards. With more than 30 years of experience in business-to-business and consumer media markets, he has served as an editor, publisher, publishing director, group publisher and group vice president of a variety of publications, trade shows, conferences and websites. Prior to founding GRID Media, David served as senior vice president for Phillips Business Information Inc., where he oversaw nearly 100 discrete media properties, and helped build the business from $35 million to more than $100 million in annual revenues. He is a frequent author and speaker on issues related to business-to-business media, multi-generational family businesses and private and public company governance. He is married, with two grown children, one serving in the Navy and the other in law school.

Benefits

• Completely FREE to attend 
• Opportunity for questions and feedback
• Unbiased third-party family business education 
• All participants receive a copy of the webinar materials after the event
• All participants receive our Family Business Magazine weekly newsletter, with news, tips and trends that impact your family business. You may, of course, opt out at any time.
• 60 minutes -- maximum value for time

Sponsor

Gridiron Capital