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The Kickoff of a New Season: Financing the Deal

September 15, 2017 @ 7:30 am - 8:55 am

Event Recap:

On Friday, September 15 in Pepper Pike, our panel treated our attendees to a fascinating discussion of financing structures, pricing and a look forward 18 months into the future. Panelists Sarita Gavhane of Canal Holdings, Matt Gausman of JP Morgan Chase’s Middle Market Lending Group and Adam Endsley of JPM’s Asset Based Lending Group wowed the audience with their insights and practical tips for getting a deal financed.

Sarita emphasized that her product works well hand in glove with senior lenders. Matt noted that his successful customer acquisition comes from his business relationships and also that prospects recognize the unique opportunity to bank with the largest US bank. Finally, Adam talked about the great opportunities to lend or invest in industrial businesses in NE Ohio.

The session began with everyone in attendance introducing themselves briefly.


Original Event Post:

ATTENTION: Investors, Business Owners, Executives and Advisors: The Center for Free Enterprise presents a dynamic discussion about financing deals. REGISTER NOW while seats are still available! 

Learn the latest pricing and successful techniques to finance acquisitions, projects and business growth! A great panel will inform and entertain us. You will also have the opportunity to meet other investors, business owners, senior managers and professionals who have similar interests to your own. Bring your business cards for the Blitz Networking session at 740a.

Join these experts and get insights to these topics and more along with Q & A at the Cleveland Racquet Club. Check in and complimentary breakfast starts at 730a, Panel starts at 750a. This event is complimentary and by invitation only.

The Panel includes:

Sarita Gavhane serves as a Vice President at Canal Holdings, a junior capital firm based in Twinsburg. Ms. Gavhane is responsible for sourcing and executing subordinated debt and minority equity investments in lower middle-market companies, supporting portfolio company management teams with the development and execution of strategic and financial initiatives, and building internal processes to support Canal’s growth and obligations to its investor base. Prior to returning to her home state of Ohio and joining Canal in 2015, Ms. Gavhane held positions in the Boston area with several boutique investment banking firms and a global public accounting firm. She is an actively licensed CPA, graduated from Boston College with a BS in Accounting and earned an MBA from The University of Chicago Booth School of Business.

Adam Endsley is Executive Director/Senior Originator for JP Morgan’s Asset Based Lending Group in Ohio, Western Pennsylvania, and West Virginia. He has held various roles within J.P. Morgan Asset Based Lending over an 11 year span including originations, portfolio management, underwriting, and collateral audit. Prior to joining J.P. Morgan, Adam worked in his family’s small business. His education includes a B.S.B.A in Finance from John Carroll University and a MBA from Case Western Reserve University. Adam is active in the Northeast Ohio community and currently serves on the board of the Commercial Finance Association. Adam and his wife have two children and reside in Mayfield Heights, Ohio.

Matt Gausman is a Relationship Executive in the Cleveland Middle Market Group of JPMorgan Chase, focusing on companies that generate $20 million to over $500 million of revenue. As a Relationship Manager, Matt is
responsible for actively cross selling and servicing existing client needs, while continuously marketing to
prospective companies. He has been with Chase for 4 years and in the financial services industry for 17 years. Prior to joining Chase, Matt held numerous positions within PNC Bank and National City Bank, primarily in corporate banking and wealth management. Matt holds a Bachelors Degree in Financial Management from Grove City College and a Masters Degree in Business Administration from Case Western’s Weatherhead School of Management. He is a member of Cleveland Leadership Center’s 2013 Bridge Builder’s class and supports the community through various charitable organizations. Matt resides in Hinckley, Ohio with his wife LeAnn, and children Emeri, Evan and Elle.

Moderator: David Brown founded Red Hawk Associates, a lower middle market investment banking firm, in 1998. He is co-founder of the Center.

Program Host: Ben Calkins leads The Calkins Law Firm. He is co-founder of the Center. 

Thank You to Our Sponsors

JP Morgan Private Bank: it is a leading provider of wealth management solutions and advice and is an important segment of JPMorgan Chase, the largest US bank and the 6th largest bank in the world.

For more information about JP Morgan Private Bank’s services, please contact Greg KeeganVice President, Investment Specialist, Ken Greaney (216/781-2392) Vice President, Banker or John Arrowsmith, Managing Director, Investment Specialist.

The Calkins Law Firm is a premier boutique law firm that specializes in business law and focuses on business transactions and business disputes.

Red Hawk Associates provides investment banking services to lower middle market businesses with a focus on founder or family owned firms.

730a Continental Breakfast

740 Blitz Networking

750a Program

855a Adjourn


 Are there ID requirements to enter the event?

Pre registered guests only, please, due to space limitations.

 Is my registration/ticket transferrable?


 Do I need to print and bring my paper event ticket?


 Where can I contact the organizer with any questions?

Contact David Brown at [email protected] or 216/245-7879.

 How do I contact the professionals at JP Morgan Private Bank? 

For more information about JP Morgan Private Bank’s services, please contact Greg Keegan, Vice President, Investment Specialist, Ken Greaney (216/781-2392) Vice President, Banker or John Arrowsmith, Managing Director, Investment Specialist.


September 15, 2017
7:30 am - 8:55 am
Event Category: