Executive Roundtable: How to Prepare for a Capital Raise

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  • Executive Roundtable: How to Prepare for a Capital Raise

Please join us for a breakfast discussion on the inner workings of preparing for a capital raise. Our panel will focus on raising debt and equity capital for privately held companies.


  • Alternative capital sources to banks.
  • Getting your legal and financial houses in order.
  • Expense recognition, quality of earnings.
  • Risk Management - Adequate D&O, data privacy concerns & policies.
  • Insightful business plan including:
    • Revenue generation sources.
    • EBITDA strength.


John Mezzanotte Chris Martin Howard Bergstein Buddy Gengler Steven Crowley
John Mezzanotte
Marcum LLP
Chris Martin
Martin LLP
Howard Bergstein
Buddy Gengler
Managing Director
MidMarket Capital Partners
Steven Crowley
Consultant Corporate Advisor

About the Executive Roundtable
The Executive Roundtable (ERT) is a peer advisory group made up of C-suite executives that recognize the advantages of sharing experiences and knowledge. ERT allows for rich discussions focused on value-based initiatives, strategic planning and critical business decisions. These sessions are based upon past success stories, present situations and future visions stemming from real-world experience. Periodic meetings will consist of a combination of open forum discussions and brief presentations by guest speakers.

Time and Location


    October 25, 2016


    7:00 AM - 9:00 AM


    Ten Twenty Post
    1020 Post Road
    Darien, CT 06820