Practitioner workshop | Session 10: Unlocking Capital Markets for Family Businesses: A Case Study in Bond Issuance

This session explores how family firms can access capital markets through bond and equity issuance, using a real-world case study of a family business that successfully raised funding through a bond issue. Bankers who structured the deal and a representative from the family firm will share firsthand insights into the process, opportunities, challenges, and strategic considerations. Participants will gain practical knowledge on capital market access, investor expectations, and how bond financing can support long-term growth while maintaining family control.