Key takeaways
Host: Bob Rosone, managing director, Deloitte LLP
Presenters: Max Hughes, senior manager, Deloitte Corporate Finance LLC
John Lindsey, senior manager, Deloitte Corporate Finance LLC
1.0 Overview CPE credit | Specialized Knowledge
With a variety of flexible capital alternatives in the market, owners and executives of private companies can and should frequently assess the potential risks and benefits of their capital structure relative to the array of potential financing alternatives as part of their annual planning process. We’ll discuss:
- Private capital markets alternatives and current market dynamics
- Our approach to the capital structure analysis and interest rate sensitivities
- Acquisition and growth financing considerations
- Near-term and long-term financing considerations
- Assessing broader strategic alternatives and equity considerations
Meet the host
Robert Rosone
Bob is a managing director with Deloitte LLP focused on expanding Deloitte’s services to private companies through Deloitte Private. His responsibilities include operations, business development, marketing, public relations, advertising, and communications. Bob is a member of the Deloitte Private Leadership Committee and leads the Deloitte Private global brand and marketing organization, as well as the US Best Managed Companies program. Prior to his current roles, he served as chief of staff for Deloitte’s chairman of the board and has held numerous marketing and leadership positions since joining the firm in 1998. Bob received his MBA from Fordham University and BS in political science from the College of the Holy Cross. He is the chairman of the board of United Way of Monmouth and Ocean Counties and a board member of Pro-Mujer, a women's empowerment organization serving 250,000 women in Latin America.
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