In the first part of the workshop, delegates will work in roundtable groups to discuss financing topics including:

1. What are the key options to finance growth in the current market?

2. What are the alternatives to “traditional” EBITDA financings?

3. How can non-bank lenders, such as direct lenders and venture debt or credit funds, support closely held companies?

4. Experiences with non-bank lenders in the recent financial downturn?

5. Convergences in debt and equity financing

6. Pros and cons of margin loans (secured by shares in the closely held company)

7. Differences in financing of early stages vs more mature stages

8. Trends in debt and equity terms during and following COVID-19

9. Change of control clauses in enforcement scenario

10. Trends on opinions and counsel reports

11. How can corporate lawyers add value when a company pursues an alternative to new financing, such as a reduction in force?

12. Is the importance and role of due diligence changing?

13.What are new financing areas of focus for closely held companies following recent bank failures and instability?

Delegates will discuss a first topic of their choice in a roundtable group, and after 30 minutes move to a second table of their choice.