The entrepreneurial journey of a successful family owned business can be told from many perspectives. The varied views offer a glimpse into the nuanced and complex world of family business. Clearly, family involvement in business makes business decisions more difficult and the consequences more intense.
The session will share the perspective of a third generation family member actively participating in the business during challenging times. The unwinding of a 60+ year business and the legacies of the family entrepreneurs. The speaker’s subsequent journey to guide family businesses through complex family business transitions and sale processes as a founder of a successful investment bank, EdgePoint Capital. After 25+ years and 275 successful sale events, the speaker will share his perspectives on lessons learned from guiding similar family businesses through the change and transition.
President, Edge Point
Tom is the President and Founder of EdgePoint Capital, a boutique investment banking firm based in Cleveland. Since EdgePoint’s founding in 2000, Edge Point has completed more than 275 domestic and international middle market M&A transactions totaling more than $1 billion in transaction value.
Tom has over 25 years of transactional experience including an active and dynamic role in a family business. He was recently honored nationally by M&A Atlas awards as the 2018 Boutique Investment Banker of the Year, by Smart Business publications as a Smart 50 leadership award winner and was named as one of Cleveland Magazine’s 500 Most Influential Leaders for 2021.
Tom is also an active civic leader and participates on several for profit and not-for-profit boards. Tom’s educational background included a B.S. in Accounting from Case Western Reserve University. Tom is also a CPA (Inactive) and maintains the FINRA Series 7, 24, 28, 63, and 79 licenses.
AFHE Members: No Charge
Non-Members: $60 per person
CONTINUING LEGAL EDUCATION CREDITS:
The course is pending approval for CLE credits in Georgia, Illinois and Ohio.
Attorneys for Family-Held Enterprises
P.O. Box 518
Mount Laurel, NJ, 08054
Phone: 201-591-AFHE (2343)