Back to All Events

How to Finance Your Growth Business

  • Lowenstein Sandler LLP 1251 6th Avenue New York, NY, 10020 United States (map)

You’ve built a profitable and successful SMB (Small and Medium-Sized Business). Now you're ready to expand. Whether your plan is to open additional locations or buying competitors, there's no escaping the fact that you'll need capital. You want to grow and you're looking for funding that's not tied to giving up equity. 

  • How do you raise capital without giving up equity?

  • What are the options?

Mark your calendars for this insider's looks at how to find the right value-added debt financing partner to help drive growth from three experts who have been there.

Panelists include:

Speakers

Todd Benson MBA '91, Chairman, Board of Directors, Fevo

  • Former Global Co-Head of Citigroup Private Equity with $11 billion AUM.

  • Former Managing Director at Salomon Smith Barney Investment Banking.

  • Senior Advisor to Star Mountain Capital.

  • MBA – Harvard Business School.

Beri Meric MBA '10, CEO/Co-founder, Ivy

  • CEO of Wellthy, Inc.

  • Former SVP of Marketing at Simulmedia.

  • Ran Marketing Research at Machinima.

  • BA - Economics-Operations Research from Columbia University.

  • MBA – Harvard Business School.

Lindsay Jurist-Rosner MBA '09, CEO, Wellthy

  • Co-Founded Ivy in 2013 – Focus of the company being the catalyst for unpreceded human unity, progress & fulfillment.

  • Graduate of the London School of Economics and Brown University.

  • MBA – Harvard Business School..

Justin Joffe MBA '09, Founder/CEO, Henry

  • Founded HENRY The Dentist in 2017 which provides high-end, state of the art mobile dentist clinics to corporate office locations saving employees from using PTO.

  • Co-Founder & CEO – Hudson Blvd. Group.

  • Former Management Consultant – The Soufan Group.

  • MBA – Harvard Business School.

Howard D. Morgan MBA '88, Partner, Senior Managing Director, Argand Partners

  • Former Executive Committee & Board Member – CHAMP Private Equity.

  • Former CEO & President – CHI Private Equity, LLC.

  • Former President – Castle Harlan, Inc.

  • BA – Hamilton College.

  • MBA – Harvard Business School.

Moderator

Brett Hickey OPM '11, Founder/CEO, Star Mountain Capital, HAE Board of Directors

  • Built ~$1 billion AUM firm with aligned 30 person team & 35+ strategic advisors / operating partners focused exclusively on US lower middle-market.

  • Helped provide debt and equity capital to 100 private businesses over the past 15+ years.

  • Former investment banker at Citigroup / Salomon Smith Barney.

  • HBS Alumnus via Owner / President Management program.

  • Former Canadian National Speed Skating Gold Medalist.

Other Details:

  • 5:30pm Registration (Event Registration table will be in the lobby)

  • 6pm to 7pm Panel Discussion

  • 7pm to 8pm Reception and Networking

General Admission: $30

HAE Members: $20. HAE membership is $49/yr. To become a member: Harvardae.org/join

HAE membership is open to all Harvard alumni, and current faculty and staff.

RSVP