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Opportunity Funding, Mergers and Acquisitions:
What you Need to Know to Avoid Costly Mistakes.

AGENDA

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The Funding Strategies conference was designed with your busy schedule in mind. The livestream will be on 10/6/2022 from 2 p.m. to pm ET. A simple registration will give you full access to the event and viewing access after the event via our sponsor’s websites at no charge to our registrants. 

We have designed our panel to deliver the information that today’s savvy financial executives need to know before finalizing business plans and searching out funding sources. The information is both educational and objective. Our panel is comprised of industry experts, from a variety of companies and backgrounds. 

The moderator is:

 

Craig Stacy, Managing Director, Sunbelt Business Brokers of Tampa

Craig Stacy serves as managing director for Sunbelt Business Brokers of Tampa, a licensed business brokerage agency. He has spent the better part of his career in upper-level management holding CFO, COO, and CEO titles for various companies. As a business broker, he specializes in assisting owners of privately-held companies to value, market, and sell their businesses, as well as representing buyers in business searches. His expertise is in business valuation, exit planning, acquisition financing, SBA loans, and helping clients buy and sell businesses.

 

 

 

 

Our speakers include:

Sylvia Blount, Associate Director, Bardi Co.

Sylvia Blount is an Associate Director at Bardi Co. investment bank, where she specializes in equity and debt offerings, and buy-side M&A in the TMT, consumer products, and manufacturing verticals. Sylvia has managed international M&A projects totaling over $500 million of transaction value throughout her career. Sylvia has a profound understanding of how middle-market companies operate, their financing requirements, and how to interpret them for investors and buyers.

Steven R. Hoschak, SBA Business Development Officer II, American Momentum Bank

Mr. Hoschak, a Florida native, has served the Tampa Bay community for more than 16 years. He has focused on all aspects of commercial lending with a specialized concentration in providing commercial loans to small to mid-sized businesses throughout Florida, utilizing the US Small Business Administration (SBA) loan programs. His passion is to help small businesses achieve their financial goals and help support the expansion of the Tampa market. Mr. Hoschak also serves as Chair of 2-1-1 Tampa Bay Cares and is an active member of the community. He has been married to his wife Sonia for seven years and has two children, Kaden & Ava.

Don Noble, Partner, Florida CFO Group

 

 

A CFO, Mentor, Teacher, and USAF veteran, Don is an expert in finance and technology at high-growth and start-up companies. He has experience in mergers and acquisitions and the entire M&A process, including strategy, deal types, due diligence, hostile takeovers, valuation, and integration. He is a Doctoral Candidate in Business Administration and has served as CFO, CEO, founder, and board member of several companies.

Adam Weber, Managing Director, OutCrowd Capital

Part of a network of experienced owner-operators, Adam is an expert in debt and equity underwriting, due diligence, execution, monitoring and servicing, building processes, and procedures. His insight will help investors make solid business decisions.

The Funding Strategies Conference will be hosting free, bi-monthly webinars. Join us for these free Livestream events!


1.    10/6/2022 Webinar: Opportunity Funding, Mergers and Acquisitions and What you Need to Know to Avoid Costly Mistakes 
 
Coming Soon

2.    12/8/22 Webinar: Smart Loan Options for the Small Business: Finding the Right Type of Funding 
3.    2/9/23 Webinar: Interest Rates: The Real Cost of Doing Business 
4.    4/6/23 Webinar: Debt vs Equity: How to Leverage Them to Your Advantage 
5.    6/8/23 Webinar: Working Capital Under Stress and Smart Strategies to Deal with It