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    Tag: IPO Leadership

    W. Thomas More (Bill) Williams: Visionary CFO, Strategic Advisor, and Transformational Leader in Finance, Tech, Sustainability, and Value Creation

    W. Thomas More (Bill) Williams is a multidisciplinary executive and board leader with over four decades of experience driving transformation at the intersection of finance, law, technology, and strategy. Known for his integrity, strategic foresight, and operational excellence, Bill has led high-stakes restructurings, IPOs, and sustainability initiatives across Fortune 500s, private equity-backed firms, and emerging tech companies. His global perspective and ability to lead with both analytical precision and collaborative communication make him a powerful asset in the boardroom and beyond.

    Laurance R. Roberts: Transformational CEO, Strategic CFO, and Global QSR Leader

    Laurance R. "Larry" Roberts is a seasoned executive and former public company CEO and CFO with over four decades of leadership in the quick service restaurant industry. Best known for his transformative leadership at El Pollo Loco and senior roles at Yum! Brands, Larry brings a rare blend of financial expertise, operational excellence, and strategic vision. His track record includes leading a successful IPO, driving turnaround initiatives, and building high-performing teams across global markets. Now focused on board and advisory roles, Larry offers deep insight into scaling businesses, improving profitability, and navigating complex organizational change.

    Rex Sherry: A Senior and Highly Experienced Leader in Financial Services and Investment Banking.

    Rex Sherry is a seasoned financial services executive with over 30 years of experience in investment banking, venture capital, private equity, and corporate governance. Having successfully raised over $130 billion in capital and led more than 80 IPOs, Rex has a proven track record of scaling businesses, structuring complex financial transactions, and positioning companies for public markets. Currently serving as Managing Partner at Klamath Technology Credit Partners, he has sourced over $2 billion in investments for high-growth, pre-IPO companies. A founding board member of the Silicon Valley Directors Exchange, Rex is also a champion of corporate governance and strategic leadership, making him a transformative figure in the industry.