Have you recently thought about selling your company but are unsure of the timing? Many CEO’s and business owners contemplate whether this year is a good time to sell a business. McKinsey reported that in late 2023, a spike in M&A activity signaled to capital markets and private equity that selling your business could be good in 2024.
This interactive panel of Philadelphia Founder/CEOs who have recently sold their company, led by John Lee with Griffin Financial as moderator, will sure be a must-see event, even if you’re not in the market to sell your company.
John will engage the panel in discussions in the following areas:
- Determine the right timing to sell your company
- How to preserve your legacy while maximizing the community and social impact
- How to determine valuation of your business for personal liquidity
- The challenges and struggles to get to a closing transaction
Register today to secure your spot!
All Philadelphia100 Forum events are open to current members. Qualified CEOs, Philadelphia100 applicants, Philadelphia100 winners, and Goldman Sachs 10KSB Alumni are welcome to attend up to 2 events before becoming a member.
Meet our Moderator:
John Lee
John Lee manages Griffin’s Commercial, Industrial and Services Group. He has over 25 years of experience providing merger and acquisition advisory services, private placements of debt and equity capital, and management buyout advisory services for middle market companies in a wide range of industries. His experience includes sourcing, initiating, or managing numerous investment banking transactions for middle market business and government services, consumer and industrial manufacturing, distribution, and technology companies.
Prior to joining Griffin, John was a Principal with Horizon Partners Ltd., a private equity investment company that acquires middle market companies in leveraged buyout transactions. Previously he served as a Director with the investment banking arm of Berwind Financial Group, L.P. He has been a featured speaker or co-chair at numerous conferences on mergers and acquisitions and corporate finance.
Meet our Panelists:
Robert Waller Jr, CAE
Bob has worked at AH for over 37 years and during that time has served as the chief staff executive for 5+ organizations. Bob currently is the President & CEO and external face of AH, as well as the keeper of the company culture.
In addition, Bob has served as the volunteer chief elected officer for 5 different organizations, as well as serving as a board member for 3 others.
Bob is recognized by colleagues as a leader in the association management industry, having received several industry awards such as the MASAE Points of Light Award, the NJSAE Excellence in Association Management Award, and the designation of Fellow by ASTM International. Bob won the Customer Service CEO of the Year award from the Customer Service Institute of America. In 2023 the AMC Institute honored Bob with their highest award and bestowed the Glen Bostrom lifetime achievement award for his more than 35 years of service to the industry.
Bob is a past president of the AMC Institute, New Jersey Society of Association Executives (NJSAE – Now MASAE), and the International Consumer Products Safety Organization (ICPSO). He has served as a board member and officer for many area non-profits and children’s charities, such as Kids In Distressed Situations (K.I.D.S.) and First-Candle.
Bob spends as much free time as possible restoring antique cars.
Vicki Sack
Nearly 14 years ago, Vicki jumped feet first into launching Juno Search Partners alongside Mikal Harden, with visions of building a firm rooted in Philadelphia and the local HR community. They stayed focused on immersing themselves in this market and were determined to put their clients and candidates at the forefront of every decision they made.
As such, they poured all their energy into building their network and donating their time and energy into the various business and HR organizations across the region. They got busy with the local SHRM chapters, PSPS, HR Person of the Year Awards, and have proudly held leadership roles within each of these organizations. Giving back to the community is at the heart of everything they do - you'll often find our team volunteering their time for Philabundance, City Year, and Philadelphia Academies, to name a few.
In 2010, everyone thought they were crazy - Mikal & Vicki were starting the firm on the tail end of one of the worst recessions in history - and true to form, they went and started Juno Capital in the middle of a global pandemic - why not? The truth is, we're Philly, which means we're not scared and we support each other.
In 2022 we made the gigantic leap, deciding for Juno Search Partners to be acquired by NFP, a global insurance brokerage. This acquisition was strategic in nature, one that would allow NFP to expand their Human Capital offerings and the partnership with Juno made perfect sense. Vicki and Mikal remain at the helm of the organization.
This year Vicki will celebrate her oldest’s college graduation and their youngest is wrapping up his freshman year. She and her husband enjoy cheering on their college athletes on the sides of rivers at regattas and soccer fields all across the country (and the globe), skiing their way through the winter, and chasing after their Boston Terriers. They are avid Philly sports fans but their favorite athletes on the planet share their last name.
Badri Nittoor
Badri Nittoor is an executive with proven experience in growing customer acquisition and retention at enterprise technology and tech enabled services companies. He has started two companies, raised funding for the growth of a SaaS automation platform company and sold the company to a PE fund. He is an advisor to growth stage enterprise technology companies and a mentor to startup entrepreneurs.
Badri was the co-founder and CEO of Tripod Technologies, a services company providing bespoke software development, data migration and quality assurance services. He grew the company from ground up to be a 2-time Inc 5000 winner and won multiple Philadelphia 100 and South Jersey Top25 awards and was inducted into the SJ25 Hall of Fame.
He then successfully transformed Tripod from a project-based services company to a product company, launching eureQa, a SaaS automation platform. This transformation involved changing the company’s operating model from one that built customized solutions for regional clients, to one that built a SaaS platform used by customers in every continent. He led the transformation in sales, customer acquisition, engagement, and support during the transformation, all the while retaining the customer-centric ethos of the company that enabled it to deliver a net revenue retention (NRR) of 128%.
He helped established eureQa as the automation platform of choice for global brands like Calvin Klein, Tommy Hilfiger, Crocs, Interflora, Traeger Grills, Floor and Décor, Advance Auto Parts and eCommerce platform providers like Salesforce, Oracle and IQVIA. He raised funding, grew the company, and successfully sold to Marlin Equity Partners.
Badri a former president and current board member of TiE New Jersey and a recipient of the Philadelphia 40 Under 40 award.
