Strategic Capital: Raising capital to fuel your organization’s growth

With more than 30 years in banking, Alan has worked in and managed units in commercial banking, asset-based lending, leasing, international and consumer finance in Northeast Ohio and in other geographies. He has extensive experience in a variety of industries helping companies with innovative solutions to their financing needs. Alan has planned and managed dramatic expansion of new businesses that broadened geographic reach and increased deliverable product sets.

Greg has been a co-leader of the Private Client Group at Clearstead Advisors since the group was formed in 2010. His areas of expertise include wealth management counseling, estate and income tax planning, and constructing tailored asset allocation policy and strategies for affluent individuals and their families. He is also a member of the Management Committee and the Investment Research Committee.

Maria is founder and president of SPR Therapeutics Inc. Previously, she served as vice president of clinical affairs at NDI Medical LLC, where she played a vital role in the development of a neurostimulation system addressing urinary incontinence. The company was acquired by Medtronic in 2008 for $42 million. Prior to NDI, she was a clinical project manager at Boston Scientific, leading a team that conducted a clinical trial demonstrating safety and efficacy of an innovative angioplasty balloon, and achieving a 510(k) clearance.

Glenn is a managing director and founder of Candlewood Partners LLC, a boutique investment banking firm that empowers business leaders and financial sponsors by providing the resources and expertise they need to successfully navigate complex capital matters such as acquisitions, business restructurings and capital provider relationships. Prior to founding Candlewood, he was a managing director and principal of a middle-market investment banking firm with offices in Chicago and Cleveland. 

Greg helps clients achieve their business growth objectives through active development of their strategic plans, as well as implementation of mergers, acquisitions and dispositions. He also helps clients build and deploy creative business and personal tax planning, succession, estate planning and wealth accumulation strategies. Skoda Minotti has won the Inc. 5000 award 13 times, more than any other company.