GemCap Sponsors Debt Financing Webinar

Be sure to check out this informative event!

Youtube Link: https://www.youtube.com/watch?v=CeWOwYf06Gk

Topic: Debt Financing with a Thin Equity Capital Structure

Date: Friday June 20, 2014

Time: 11:00 am - 12:00 pm (PDT)

Summary

This one hour webinar will explore how to finance lower middle market & middle market companies with a thin equity capital structure. The panel of experts will discuss ABL, stretch cash flow, Unitranche, 2nd lien, mezzanine corporate debt financing and equity structures for independent sponsors, closely held, thinly capitalized companies, small cap public companies and those companies simply lacking a well-capitalized PE sponsor. Topics will include acquisition financing, recapitalizations & special situations.

This webinar is based on a successful 2013 Opus Connect Orange County chapter meeting. The panelists for this update are focused on "special situations" to solve more challenging financing needs.

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This event is generously sponsored by GemCap Solutions.

ModeratorBritt Terrell, Backbone Capital Advisors

Panelists:

David Ellis, GemCap Solutions

Stewart Kim, PGP Capital

JR Matthews, Tregaron Capital

John Stuart, Full Circle Capital

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Moderator Profile

Britt Terrell

Backbone Capital was established in 2011 by Britt Terrell, a 25-year veteran in the middle market corporate finance industry. Britt has been underwriting, structuring, closing and managing credit portfolios since the mid-80s, with a focus on middle market acquisitions and corporate debt restructuring over the last decade. He has worked on both the borrower and lender sides, working mainly in the middle market debt financing arena with transactions ranging from $5 million to $50 million. In 2001, Britt joined the Wells Fargo Foothill Los Angeles headquarters to manage its Underwriting Department, representing approximately $1 billion in commitments. In 2002, Britt joined the Gores Group in Los Angeles to arrange and manage all acquisition debt financings and recapitalizations for its Private Equity Fund. During his 9 year tenure at Gores, Britt led and closed approximately $2 billion in debt financing. Britt is a member of the Association for Corporate Growth (ACG), Turnaround Management Association, Opus Connect and All Cities Group, and has participated in multiple discussion panels at the Commercial Finance Association (CFA) conferences. He holds a BA Degree in Business Economics from University of California, Santa Barbara, with an emphasis in Accounting

Panelist Profiles

David Ellis
David Ellis is Co-President and a co-founder of GemCap.  As a leading expert in the liquidation and asset appraisal industries, Mr. Ellis applies his experience and connections throughout all facets of GemCap. Through 2006, David Ellis served as President of Buxbaum Group and compiled 20 years of experience in the liquidation business.  He completed 13 years of experience with Buxbaum Group, having joined the company in 1988, and following a three-year hiatus in 1991, rejoined the company during 1994.   Under Mr. Ellis’s direction, Buxbaum Group grew from a five person liquidation firm to a diverse international company with over 1,000 employees.  Areas of focus were asset disposition, asset appraisal, asset-based lending, turnaround management, and distressed equity. During his 1991-1994 hiatus from Buxbaum Group, Mr. Ellis served as a member of H.J. Heinz Corporation's consulting team. At Heinz, Mr. Ellis implemented the structure and operational procedures for a global food segment's acquisition program and their marketing, production, and distribution functions. David Ellis has served on the board of directors for Talon International (TALN) since 2010. David is active with the Young Presidents Organization (YPO), Turnaround Management Association, and Commercial Finance Association. Mr. Ellis received a 1984 Bachelor of Arts degree from Texas A&M University.

Stewart Kim

JR Matthews
JR Matthews is a Managing Director and Founder of Tregaron Capital Company, a private equity firm based in Palo Alto, CA. Prior to forming Tregaron, JR acquired and served as Chief Executive Officer of his family’s business which was a group of wholesale, retail and real estate companies. He sold off the business to an industry aggregator in 1999. Since then Matthews also has substantial experience in mergers, acquisitions and financing. Matthews was a Partner in a Silicon Valley venture capital firm where he has invested in multiple venture backed internet companies. In 2001, he founded the predecessor to Tregaron Capital to search and acquire non-technology businesses. Matthews received a BSE in Electrical Engineering from Duke University (with Phi Beta Kappa and summa cum laude honors) and an MBA from Harvard Business School.

John Stuart
Mr. Stuart is Chairman and Co-Chief Executive Officer of Full Circle Capital Corporation (NASDAQ Capital Market: FULL) a publicly traded business development company specializing in investing in senior secured loans, stretch senior secured loans and other structures to smaller and lower middle market companies. Mr. Stuart is Managing Member of Full Circle Advisors, LLC, the investment manager of Full Circle Capital Corporation. In its investment activities, Full Circle Capital focuses on providing term loan, revolving credit line and unitranche debt facilities to companies with EBITDA of $2 million to $15 million. Investments range in size of $3 million to $10 million or more. Mr. Stuart has more than 25 years of experience of providing financing to smaller and lower middle market companies. Prior to founding Full Circle Funding, LP in 2005, from 2002 to 2004, Mr. Stuart was managing member of Excess Capital LLC which provided financial advisory services and structured and funded equity and debt investments. Prior thereto he was co-founder and president of Titan Outdoor Holdings, a New York-based outdoor advertising company, between 1999 and 2002, and was a Director until its sale to a private equity firm in 2005.From 1996 to 1999, Mr. Stuart was a Managing Director in the Corporate Finance Department of Prudential Securities Incorporated. Mr. Stuart began his career at Oppenheimer & Co., Inc. where he was a member of the Mergers and Acquisitions group and Corporate Finance Department from 1988 to 1996. Mr. Stuart received an A.B. degree from Brown University in 1988.