SPRING CONFERENCE SESSION 5: A Family Business Journey Culminating with Investment Banking

The conference spotlights an entrepreneurial journey of a successful family-owned business. The speaker will share the story of his family business, and how varied family perspectives often exist to make business both nuanced and complex.

The session will share the perspective of a third-generation participant in a family business during challenging times. The ability to communicate and confront issues and differing views is often a challenge. The speaker will share his subsequent journey as an investment banker guiding family businesses through complex ownership transition events. He will share how his family business experience became a driving force in founding a successful investment bank, EdgePoint Capital. After 25+ years and 250 successful sale events, the speaker will share his perspectives on lessons learned from guiding similar family businesses through the change and transition.

Speaker:

Tom Zucker
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.

REGISTRATION FEES:

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.