Flex Equity: Non-Control Equity Solution

SUMMIT EXPERT INSIGHTS WEBINAR SERIES | TAUGHT BY INDUSTRY EXPERTS

Summit Expert Insights Broadcast: Flex Equity: Non-Control Equity Solution


This webinar will provide an overview of the state of the market for deal activity and suggest that these conditions provide an opportunity for the use of non-control, or minority, equity investments.  The webinar will provide a discussion that answers the question, “What is Non-Control Equity?”  We will discuss possible uses of minority equity and possible benefits of doing so.  We will also discuss how non-control equity is structured.  Case studies will be presented, demonstrating a variety of the ways in which minority equity is used.

 

Learning Objective:

  • Understand non-control equity
  • Know when to identify situations that might be solved by a minority equity investment
  • Be conversant about this equity product and ready to discuss such with your network

 

About the EPI Summit Expert Insight Series:

Every year, the EPI community gathers the top 200+ advisors from across the industry (and the world) at the Exit Planning Summit.  A major part of the Summit experience and value is that EPI has built a strong, collaborative network of solution providers specifically geared toward supporting advisors like you in changing the outcome for exiting middle market business owners.

This annual broadcast series offers attendees relevant introductory educational topics presented by esteemed experts a part of the Exit Solutions Partner Network. You will have an opportunity to ask questions, connect with the presenter, and continue the conversation both during and post-broadcast.  For questions about this specialty topic, the presenting firm, or the Exit Planning Summit, please contact Josh Koza at JKoza@Exit-Planning-Institute.org.

The Exit Planning Summit is the “Super Bowl” for Exit Planning Experts, Advisors, and Middle Market Business Owners. It contains the best content taught by top experts in the marketplace. The Summit brings together 200 of the top CEPAs a part of EPI, combined with other leading advisors, thought leaders, and partners within the exit planning space. This September in Nashville, advisors from across the globe will gather to learn the latest in exit planning while immersing themselves in a big conference atmosphere with a interactive, workshop personalized feel. The highlights for the 2018 Exit Planning Summit will expand your view, challenge you to greater heights, and reinvent the way you approach the middle market.

Explore the 2018 Exit Planning Summit

Meet the Presenter


Gretchen Perkins

Gretchen Perkins

Partner, Huron Capital

Contact Gretchen

Gretchen is responsible for managing Huron’s business development and investment sourcing activities, including outreach to deal professionals such as business brokers, investment banks, attorneys, accountants and consultants.

Gretchen has over 30 years’ experience in the finance and business development sectors serving a variety of capital market participants. Prior to joining Huron, Gretchen led the acquisition sourcing efforts at Long Point Capital, a middle market private equity fund. Gretchen also served as Vice President – Business Development for IRN, Inc., a market research firm, and has held senior business development positions at Fleet Capital Corporation and GE Capital Corporation, where she originated and structured senior debt packages for buyouts of middle-market companies.  She has a B.B.A. from the University of Michigan. Gretchen is a member of the Association for Corporate Growth, Inc. Global Board of Directors, serves on its Executive Committee and is the Board Secretary,  Chairs the ACG’s Public Policy Committee, is Treasurer for United Cerebral Palsy of Detroit, is an Advisor with Endeavor Detroit which works to scale up existing entrepreneurs to create local job growth, and also is a Mentor for the Women of Tomorrow organization which mentors at-risk high school girls.

Connect with the Presenter: Huron Capital |  Website: www.huroncapital.com | Email: gperkins@huroncapital.com  | Phone: (313) 962-5800


About Huron Capital: Huron Capital’s “Flex Equity” strategy focuses on less-than-majority investments built on the firm’s lower middle-market heritage and current industry focus areas. This approach serves as a complementary extension of Huron Capital’s strong franchise in the lower middle-market and utilizes the firm’s existing infrastructure, operational resources and investment processes, while capitalizing on attractive non-control opportunities already being sourced through the firm’s proprietary business development model.

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