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Wednesday April 22, 2026 11:30am - 12:30pm CDT
If you’ve worked hard to build a great place to work, a great work culture, and a great business, how can you ensure long-term stewardship of the business and employees? And how can you do so as you raise capital for growth—or plan an eventual exit and retirement—without compromising quality jobs, mission, or legacy? This panel will offer a candid look at values‑aligned capital for founders, owners and executive teams considering growth, acquisition, or succession.
  • Founders, owners, and executive teams will discover that genuine alternative financing and acquisition paths exist, allowing them to honor the mission, culture, and legacy they have worked so hard to build.
  • Attendees will leave with a clear, granular map of how growth equity, inorganic or acquisition capital, expansion equity, and exit and succession-stage capital can each be structured to protect workers, their families, and their communities.
  • This session equips attendees with a compelling understanding of how values-aligned capital — already reshaping outcomes for businesses and the communities surrounding them — is evolving, and what thoughtful next steps owners and management teams should consider.


Speakers
avatar for Margot Brandenburg

Margot Brandenburg

Senior Program Officer, Ford Foundation
Margot Brandenburg is a senior program officer on the foundation’s Mission Investments team, focused on building and strengthening the infrastructure of the impact investment market—with the ultimate goal of shaping the broader capital markets. She has spent two decades working... Read More →
avatar for Todd Leverette

Todd Leverette

Founding Partner, Apis & Heritage Capital Partners
Todd Leverette is Managing Partner at Apis & Heritage Capital Partners where he brings over a decade of experience working with and for small business to bear on A&H and the portfolio companies in Legacy Fund I.  Todd's work at A&H is a continuation of a life and career dedicated... Read More →
avatar for Aren LeeKong

Aren LeeKong

Founding Partner, Nine Dean
Aren LeeKong is a seasoned business leader, entrepreneur, and investor with over 25 years of experience.
He is a founder of Nine Dean. He previously held the positions of Vice Chairman of Global Credit and Head of Direct Lending at Carlyle, as well as Chief Executive Officer of Ca
... Read More →
Wednesday April 22, 2026 11:30am - 12:30pm CDT
Baird Center, Room N206AB 400 W. Wisconsin Ave. Milwaukee, WI 53203
  Breakout, Panel
  • Room Setup Y

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