Virtual Conference Agenda for Executives
Included for Executives: Six Pre-Conference Workshops on February 8th, February 10th, February 15th, February 17th, February 20th, and February 22nd.
Three Post-Conference Workshops on March 1st, March 8th, and March 15th.
7:00 AM – 8:00 AM
CDT
Virtual Conference personal set up (BMC execs only)
Please use this time to make sure you are prepared for the start of your conference at 8 AM CDT
8:00 AM – 9:00 AM
CDT
Pre-Conference Workshop #6 with Gerald O’Dwyer, Managing Director – Blackmore Partners (Includes Full and LITE executives)
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:
- Michael Zhong – Three Rivers Capital
- Mathew Nacier – Lincolnshire Management
- Jared Strauss – Copley Equity Ventures
- Craig Blank – Woodland Management
- Sean Healy – Keswick Partners
- Tim Van Mieghem – The ProAction Group
10 minutes break
10:25 AM – 11:10 AM
CDT
Panel 2 – Deal making in the New, New Economic Horizon
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- 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 — Independent Consultant
Panelists:
- Alex Karlsen – Cap Target
- Ariez Dustoor – NB Group
- Dave Mack – Pathfinder Group
- Joseph Grodko – Oval Ventures
- Tanner Cerrand – Ionic Partners
- David Eshagian – Panther Equity Group
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:
- Frank Mancuso – Two Roads Partners
- Matt Cole – SBJ Capital
- Alex Welles – Union Capital
- Yelena Edelstein – Blackmore Partners
- Rick Grady – Blackmore Partners
10 minutes break
12:15 PM – 4:00 PM
CDT
Speed Networking Sessions Between Private Equity and Executive Attendees via Microsoft Team