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:
- Joseph Solano – Garnett Station Partners
- Rhett McCraw – WJ Partners
- Jessica Clemence – Green Mill Capital
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:
- Neel Bhargava/Ariez Dustoor – NB Group
- Justin Smith – Long Water Opportunities
- 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:
- Vladimir Andonov – Martis Capital
10 minutes break
12:15 PM – 4:00 PM
CDT
Speed Networking Sessions Between Private Equity and Executive Attendees via Microsoft Team