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.
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
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.
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.
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.
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.
David Shaw
Publishing Director, Family Business Magazine
David Shaw is the publishing director for MLR Media. He also co-founded and serves as conference director of the Transitions conferences, the Private Company Governance Summit and Family Business Legacy. David writes frequently on governance issues for public and private companies, and develops and maintains close relationships with multi-generational family-owned businesses. He is married, with two grown children.
Benefits
• No cost to attend
• Opportunity for questions and feedback
• Unbiased third-party family business education
• All participants can receive a copy of the webinar materials after the event, upon request
• All participants receive 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