Non-controlling investments often fly under the radar, yet they can play a pivotal role in fueling growth and shaping a company’s future. This program will explore the dynamics of minority stakes, examining how they compare with other forms of financing and why businesses pursue them as part of their capital strategy.

Attendees will gain insight into the different types of financing solutions available, from asset-based lending to combination debt and equity (SBIC-type) structures to minority equity and debt options. The discussion will highlight how each approach fits into the broader marketplace, what purposes they serve, and the unique value they deliver.

Through real-world examples, the panel will also illustrate how these structures can complement one another within a capital stack, providing practical takeaways for investors, business owners, and advisors alike.

WHEN

Thursday, October 16, 2025

7:30 AM - 9:15 AM

WHERE

Houston Country Club

1 Potomac Dr

Houston TX 77057

COST

Members: Complimentary

Non-Members: $65