Anatomy of the Deal: Supercharge your growth plan
Presented By: GBQ Partners LLC
In this special roundtable discussion, you will learn how two CEOs leveraged liquidity events to supercharge their businesses and engineer acquisition and growth strategies for long-term success. Hear from the business owners, investors and key advisors, as they break down the thought processes that go into developing—and executing—transactions.
Moderator:
Senior director, Transaction Advisory Services
GBQ
Wade coordinates a team of 10 professionals who are highly-skilled in transactions, including valuation, due diligence, ESOPs, tax structuring and buy- and sell-side advisory. Wade also serves as chief liaison to Footprint Capital where he focuses his time helping to complete investment banking deals. In 2017, GBQ’s transaction group worked collectively on more than 120 transactions. In addition to being a CPA, Wade is a certified merger & acquisition adviser and exit planning adviser.
Panelests:
Managing Partner
Stonehenge Partners
Andrew is responsible for initiating investment opportunities, structuring acquisitions, coordinating due diligence, negotiating transaction terms, working with portfolio company management teams and managing the disposition of Stonehenge investments.
Prior to joining Stonehenge Partners, he founded and ran Desco Capital and its successor firm, Alesco Holdings, both middle-market private equity firms in Columbus.
Managing Director
Footprint Capital
Josh works with business leaders on ownership transactions and liquidity events, including sell-side and buy-side engagements and transactions, such as management buyouts, succession and exit planning, ESOP formations, capital sourcing and leveraged recaps. Prior to leading Footprint Capital, Josh was vice president at Insource Spend Management Group. He led Insource through two synergistic acquisitions and ultimately, its sale.
President/CEO
Tolston Holdings, LLC
James R. Tolston, III was born in Detroit, Michigan but grew up as a native of Atlanta, Georgia. Upon graduation from Walter F. George High School, he joined the United States Army enlisted corps, served 4 years overseas specializing in satellite and telecommunication. He left active duty to attend Wayne State University in Michigan. After earning a Bachelor of Science degree in accounting, he returned to duty in the United States Army Reserves as an infantry officer. In 1997, after completing both the Infantry Officer Basic Course and the Infantry Officers Advanced Course, Mr. Tolston ended his military career as a Captain promotable to Major.\
In 1991, Mr. Tolston joined Corvus International, a global real estate development and management firm, as a real estate agent/broker and project manager. In this position, he was responsible for managing all stages of facility transactions and development, including property acquisition, scope of work and turnkey real estate solutions. James left Corvus International in 1995. In 1996, he founded The Janikmar Group, a small engineering company. Janikmar specialized in modeling, design and engineering of automotive brackets and weld guns specifically for General Motors Corporation. Mr. Tolston sold this company in late 1999.
In 1999, Mr. Tolston founded Empire Products, LLC. The company is a certified minority owned and operated manufacturer of robotic power and control cable assemblies, electrical mechanical devices and automotive wire harnesses. In addition to manufacturing, Empire is a distributor of bulk wire, cable, connectors, safety and automation products. Mr. Tolston grew Empire Products from $250,000 in sales in 1999 to over 23 million in sales in 2017. Empire continues to grow today.
Mr. Tolston acquired North American Assemblies and created Tolston Holdings, LLC on July 1, 2012. North American Assemblies, commonly known as “NAA”, located near Florence, SC, is an assembler of all terrain vehicle components for Honda South Carolina. Products provided by NAA include tire and wheel assemblies, suspensions, brake, gear shift and accelerator pedals, brake hub assemblies, muffler assemblies and a variety of other modular and electrical assembly products. Services provided by NAA include sorting, logistics and a wide range of inspections. James grew the company from $16 million in 2010 to a projected $72 million in 2018. Tolston Holdings is listed at number 48 in Black Enterprise Magazine’s Top 100 African-American owned companies in America.
James is an accomplished IRONMAN competitor, summited Mount Kilimanjaro in Tanzania, Africa, a member of various charitable and community organizations, as well as, a member and/or board member for a number of business organizations. He and wife Nikki have been married 28 years and are parents to Maranda, Mariah, Mirriam and Madison. Maranda and Mariah presently attend the University of Michigan, Mirriam and Madison presently attend The United States Military Academy at West Point class.
Founder and CEO
Quantum Health
Many saw the problems with the health care system. Kara was the first to see a solution. Based on insights learned during a two-year study that tracked 3,200 people and included nearly 300 physicians, she launched Quantum Health — a first-of-its-kind consumer care coordination and navigation company. Today, Quantum Health serves nearly 1 million people from coast to coast.