The Owners Summit

Dates:

• Tuesday, April 7:  Welcome Reception
• Wednesday, April 8:  One-on-One Meetings, Panel Discussions, Closing Reception

Locations:

• Conference Site:  The Southern Exchange 200 Peachtree St. NW Atlanta, GA 30303
• Host Hotel: The Ritz-Carlton Atlanta 181 Peachtree St NE Atlanta, GA 30303

2026 Panel Lineup:  Learn from Industry Leaders

• Debt Capital Markets – A Discussion with Private Credit Lenders and Bank Leveraged Finance Panel
  • Chris Wood, Executive Managing Director, Huntington Capital Markets
  • Sean Dunn, Director, Stonehenge Partners
  • Randall Fontes, Managing Director, Capitala Group
  • Moderated by: Brad Stewart, Managing Director, Debt Advisory Group, Capstone Partners

• M&A Landscape: Active Markets, Valuations, and Preparing Your Business for Sale Presentation 
  • Sarah Doherty, Senior Director of Market Intelligence, Capstone Partners

• Fireside Chat with Special Guest Speaker, Jay Bilas
  • Jay Bilas, Emmy-Nominated ESPN Analyst & NYT Bestselling Author
  • Hosted by: Jim Grien, Vice Chairman, TM Capital

• Known Unknowns: Oil, War, Cartel Leaders and How the World is Riding this Volatility Wave Presentation
  • Ian Wyatt, Chief Economist, Commercial Banking, Huntington

• The Good, The Bad, and The Ugly: Real-World Lessons from the Deal Table Panel
  • Ken Wasik, Senior Managing Director, Head of Investment Banking, Capstone Partners David Felts, Managing Director, Capstone Partners
  • Paul Janson, Head of M&A, Capstone Partners
  • Moderated by: John Ferrara, President, Capstone Partners

Our Keynote Speaker – Jay Bilas

Jay Bilas is one of the most respected and influential voices in sports, with a remarkable background that spans sports, media, and the law. He is an Emmy nominated ESPN analyst and a New York Times bestselling author of Toughness: Developing True Strength on and Off the Court. The book reveals the secrets of mental and physical toughness through personal stories and interviews with inspiring leaders.

Jay played basketball at Duke University under legendary coach Mike Krzyzewski, helping the team reach the 1986 NCAA Championship Game. Jay was drafted by the NBA’s Dallas Mavericks, and went on to play professionally abroad in Italy and Spain. He then returned to Duke as an assistant coach, winning two national championships. Jay joined ESPN as a college basketball analyst & expert commentator and hosts ESPN’s popular road show, College Game Day.

Jay graduated from Duke University School of Law and is a practicing attorney at Moore & Van Allen. He serves on the Board of Advisors of the John R. Wooden Award, the National Board of Coaches, and Duke University Children’s Hospital. Jay resides in Charlotte, North Carolina.

Participation in the Owners Summit does not constitute an offer to sell or a solicitation of an offer to buy any security or investment product.

Huntington, Capstone, and TM Capital do not provide accounting, legal, or tax advice; you should consult with your accounting, legal, or tax advisor(s) on such matters. TM Capital is a division of Capstone Capital Markets LLC.

Capstone Partners is a trade name under which advisory and certain investment banking services of Huntington Bancshares Incorporated are marketed.  Securities products and services are offered by licensed securities representatives of Capstone Capital Markets LLC, registered broker-dealer and member, FINRA and SIPC.

Huntington Securities, Inc. (“HSI”) is a registered broker-dealer, member FINRA and SIPC, and registered with the U.S. Securities and Exchange Commission (SEC). Huntington Capital Markets is a trade name under which securities and investment banking products and services of Huntington Bancshares Incorporated and its subsidiaries, including HSI, are marketed. Securities sales, trading and underwriting services are provided through HSI.

Trust and investment management services are provided by The Huntington National Bank, a national bank with fiduciary powers. The Huntington National Bank is a wholly-owned subsidiary of Huntington Bancshares Incorporated.

Certain securities and insurance products and services are offered by Huntington Financial Advisors®, a federally registered service mark and trade name under The Huntington Investment Company. The Huntington Investment Company is a registered broker-dealer, member FINRA and SIPC, and registered investment adviser with the U.S. Securities and Exchange Commission (SEC). The Huntington Investment Company is a wholly-owned subsidiary of Huntington Bancshares Incorporated.

Investment, Insurance and Non-deposit Trust products : ARE NOT A DEPOSIT • ARE NOT FDIC INSURED • ARE NOT GUARANTEED BY THE BANK • ARE NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • MAY LOSE VALUE.

The information provided is intended solely for general informational purposes and is provided with the understanding that neither Huntington, its affiliates nor any other party is engaging in rendering tax, financial, legal, technical or other professional advice or services, or endorsing any third-party product or service. Any use of this information should be done only in consultation with a qualified and licensed professional who can take into account all relevant factors and desired outcomes in the context of the facts surrounding your particular circumstances. The information in this presentation was developed with reasonable care and attention. However, it is possible that some of the information is incomplete, incorrect, or inapplicable to particular circumstances or conditions. NEITHER HUNTINGTON NOR ITS AFFILIATES SHALL HAVE LIABILITY FOR ANY DAMAGES, LOSSES, COSTS OR EXPENSES (DIRECT, CONSEQUENTIAL, SPECIAL, INDIRECT OR OTHERWISE) RESULTING FROM USING, RELYING ON OR ACTING UPON INFORMATION IN THIS PRESENTATION EVEN IF HUNTINGTON AND/OR ITS AFFILIATES HAVE BEEN ADVISED OF OR FORESEEN THE POSSIBILITY OF SUCH DAMAGES, LOSSES, COSTS OR EXPENSES.

The Huntington National Bank is Member FDIC. ®, Huntington®, Huntington® and Huntington Welcome.® are federally registered service marks of Huntington Bancshares Incorporated. ©2026 Huntington Bancshares Incorporated.

• Broader access to strategic and financial buyers
• Deeper industry insight across 12 verticals
• Proactive preparation for liquidity events
• Proven execution of complex transactions
• Trusted advisory focused on long-term value

• Enhanced buy-side and sell-side M&A execution
• Broader sector coverage and deal flow
• Deep sponsor-backed transaction experience
• Collaborative team focused on speed and certainty