Barrett Willich has extensive experience working with companies on strategic initiatives, capital raising, implementing day-to-day processes, and overseeing general operations. He has a unique mix of investing in companies and running companies, allowing him to navigate investors' needs with management's needs.
Prior to Bear & Kenmore, Barrett was Vice President of Investments at a family office where he focused on investing in lower middle-market businesses as well as sourcing alternative investments. His responsibilities included deal origination and execution, as well as assisting operating companies with strategic direction, operational improvements, and financing decisions. In addition to the family office responsibilities, Barrett was the president of a debt collections agency, inside a portfolio company.
Prior to the family office role, Barrett worked at a growth-equity focused private equity fund where he assisted with deal execution and operational improvements at portfolio companies. Earlier in his career, Barrett was an analyst in Robert W. Baird & Co.’s Healthcare, Technology, & Business Services Investment Banking Group, where he worked with and advised middle-market corporate and private equity clients on M&A, debt, and equity transactions.
Barrett holds an MBA from the Kellogg School of Management at Northwestern University and a BS in Finance cum laude from Marquette University.
Barrett enjoys skiing, sailing, and sporting clay.
2 topics · no fee, no honorarium, no mileage
Review available topics below. Use the “Request This Free Speech” button and fill out the contact form. Barrett contacts you to discuss the details of the request.
Are you not getting the financial insights you feel you need to run your business efficiently? It could be because you are working with a bookkeeper, controller, or accountant, and not a CFO. A CFO looks at the business implications of financial decisions and makes recommendations on how to become more profitable. Bookkeepers, controllers, and accountants help keep the accounting correct, but rarely dig deeper into business implications. In this presentation, we will walk you through the key differences so you can determine who you need on your team.
In this presentation, we will do a quick introduction to things to think about and how to start preparing when you are ready to raise debt or equity capital. After this presentation, you will have a better idea of advisors to connect with as well as tasks your internal team can start preparing. We will also walk you through the key milestones of a process.
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