Virtual Conference Agenda for Private Equity

9:00 AM – 9:30 AM

CDT

Introductory remarks by Gerald

Introduction by Executive  to Private Equity Firms (30 secs for each Executive)

9:30 AM  10:15 AM

CDT

 

 

 

 

 

  • Panel 1 –  Working with the “Right” Private Equity Firm Partner
    • Questions to ask on the front end
    • Actions/Signals to observe
    • Capital availability – Firms with Funds vs. Independent Sponsors vs. Family Offices
    • Operational control vs. Private Equity Interference
    • Growth/ ROI-oriented capital, add-on acquisitions
    • History of acquisition and exits
    • Management team and hiring
 

 Moderator: 

  • Yelena Edelstein, Deal Partner – Blackmore Partners
 

Panelists:

  • William Kidd – Kidd and Company
  • Clemente Micara-Satori – Graham Partners
  • Alex Welles – Union Capital
  • Paul Barrett – Argosy Capital Group
  • Devraj Roy – Radial Equity Partners
  • Tim Van Mieghem- The ProAciton Group
 

10 minutes break

10:25 AM  11:10 AM

CDT

 

 

 

 

 

Panel 2 – Deal making in the New, New Economic Horizon

    • Flow of inbound deal proposals in 2022 and into 2023
    • Changes to how you’re evaluating proposals now 
    • Key Learnings from New Economy #1 – the post-Covid wave of 2020-2021
    • Thoughts on the New Economy #2 – the rising rates and soft landing environment of 2022-2024
    • Deal landscape – Opportunistic deals to be had? Economic cloudiness’ impact on Enterprise Valuation models? Changes to what you’re looking for or deal structures?
    • Impact on your aggressiveness or eagerness to invest over the coming 12 months?
  
Moderator: 
 
  • James Fanning, CEO  
 

Panelists

  • Jeff Gonyo – Geneva Glen Capital
  • Jonathan Ives – SCG Partners
  • Tomos Mughan – SourceCo
  • Carter Owens – Petra Capital Partners
  • Cory Mims – Audax Private Equity
  • Larry Nusbaum – Goode Partners
  • Jason Perlroth – South Field Capital

10 minutes break

11:20 AM – 12:05 PM

CDT

 

 

 

 

 

 

Panel 3  Understanding How/What It’s Like to Work with a Private Equity Investor 

    • Value Creation
    • Different styles between firms
    • Communication
    • Board Meetings
    • Operational vs. strategic influence
    • Introductions
    • 100-day plan
    • Budgets
 

Moderator: 

  • Tim Van Mieghem, Partner – The ProAction Group
 

Panelists: 

  • Rick Grady – Blackmore Partners
  • Yelena Edelstein – Blackmore Partners
  • Peter Reiter – RFE Investments
  • Corrie Menary – Kirtland Capital Partners
  • Andrew Michalak – Peninsula Capital Partners
  • Matt Bergin – Grovecourt Capital Partners
 

10 minutes break

12:15 PM – 4:00 PM

CDT

Speed Networking Sessions Between Private Equity and Executive Attendees via Microsoft Team