Who should attend
- Senior-Level Leaders
- Portfolio Company Executives
About the course
Next Level is a one-of-a-kind executive development program that focuses on cultivating leaders and developing trusting relationships between investors and their portfolio companies. The program is designed to impart a distinct set of organizational, economic, and management strategies that support executive leaders within the lower middle market.
Gain a competitive advantage in just three days, with Next Level’s intensive educational program. The program expands your leadership skills and equips you with the expertise for handling relevant challenges that affect small business and prepares you for the next level of growth. The Next Level program emphasizes the cohesiveness between investors and their portfolio companies and builds a solid foundation for executives to be successful in managing a company with institutional capital.
More about Next Level
Developed in partnership with the renowned National Center for the Middle Market and The Ohio State University’s Fisher College of Business Executive Education, this is the only well-respected educational program that combines the expertise of the lower middle market with real-life experiences of executives and winning strategies and practices from an array of highly distinguished educators and business professionals, professionals, all focused on the lower middle market.
The Next Level executive education program is offered by the Small Business Investor Alliance.
6:00 PM to 8:30 PM: Welcome reception and dinner
Andy Jacobson, Senior Advisor, SBIA
8:00 AM to 5:00 PM: “The Strategy of Scaling Up” with Chuck Bamford, Ph.D., Managing Partner, Bamford Associates
5:15 PM to 5:45 PM: “Characteristics of Middle Market Growth Champions,” with Thomas Stewart, Executive Director, National Center for the Middle Market
Dinner on your own (SBIA and OSU will arrange transportation to voluntary group dinner in Columbus’ Short North neighborhood)
8:00 AM to 1:30 PM: “Developing the Team” with Larry Inks, Ph.D., Fisher College of Business
1:30 PM to 5:30 PM: “Managing in a Leveraged Environment–Case Studies,” with Karen Wruck, Ph.D., Fisher College of Business, and Andy Jacobson
Dinner on your own
8:00 AM to NOON: “Managing in a Leveraged Environment,” with Karen Wruck, Ph.D., Tyson Smith, Tecum Capital Partners, and Steven Davis, former Chairman & CEO, Bob Evans Farms, Inc.
NOON to 2:00 PM: “Optimizing your Partnership with Institutional Investors,” with Steven Davis
2:00 PM to 2:30 PM: Wrap up
Larry Inks, PhD is Clinical Associate Professor of Management and Human Resources in the Fisher College of Business at The Ohio State University. He teaches both undergraduate and graduate level classes in the areas of talent management, organizational behavior, human resource management, staffi...
Dr. Chuck Bamford is the Managing Partner of Raleigh, NC-based Bamford Associates, LLC – a firm focused on the development of implementable strategic plans and an entrepreneurial orientation to growth. Dr. Bamford led both M&A and corporate training groups for twelve years prior to pursuing ...
Faraz is a Senior Partner at Centerfield Capital, one of the largest private equity funds in Indiana. We provide mezzanine and equity financing to companies with revenues of $15 - $100 million. Faraz is also an adjunct professor of finance at the Kelley School of Business, Indiana University. F...
An experienced executive who drives change for profitable, lasting success. Chris is an accomplished and innovative LEADER with proven track record of achievement. He utilizes strong analytical and people skills to assess business and customer needs to create comprehensive plans of action and pr...
Rodger formed Northcreek Mezzanine with Barry Peterson in 2010, and shares overall management responsibility for Northcreek. Rodger is responsible for deal generation, due diligence, deal structuring, and negotiation, along with fundraising and investor relations. Prior to founding Northcreek, Ro...
Steven A. Davis served as Chairman of the Board and Chief Executive Officer of Bob Evans Farms, Inc. from 2006 to 2015. Bob Evans Farms, is a $1.4B diversified and integrated restaurant and packaged foods company (NASDAQ:BOBE). Before joining Bob Evans Farms, Inc., Davis worked for Yum! Brands. H...
Operating executive and private equity professional with over 30 years of experience as a founder, executive or investor in private companies. Experienced in business operations, private equity and credit funds, SBIC fund formation/management, valuation, structured finance, M&A, corporate str...
Jeffrey Kadlic spent the first 10 years of his career making private investments in an institutional setting. Early success was achieved in large part to an entrepreneurial mindset within a corporate culture. While practicing as an institutional investor, working in and around dynamic small bus...
Brett T. Palmer is the President of the Small Business Investor Alliance. In this role, Brett works to foster a healthy environment for small business investing and a strong and profitable lower middle market. In addition to managing the SBIA organization, he serves as its principal liaison with ...
Tyson S. Smith is a founding Partner of Tecum Capital Partners and serves on the firm’s Investment Committee. In this position, Mr. Smith is responsible for leading all aspects of transaction origination, analysis, structuring, underwriting, deal execution and monitoring of subject private equity...
Videos and materials
Because of COVID-19, many providers are cancelling or postponing in-person programs or providing online participation options.
We are happy to help you find a suitable online alternative.