Liquidity Options for a Closely-Held Company
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PANEL:
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Louis Vlahos, Partner, Farrell Fritz
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Doug Himmel, President, Melville Capital
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Neil Morganbesser, President, DelMorgan & Co.
MODERATOR:
MAJOR TOPICS:
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Capital availability – debt, equity, hybrid
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Sources of capital – financial sponsors, strategic buyers, family offices, other
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Transaction structures – minority recapitalization v. company exit
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Transactional tax planning
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Wealth, estate and tax planning for selling shareholders
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Strategies for corporate asset realization – life settlements