Virtual Conference Agenda-October 28, 2020

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

Executives walk through agenda with Gerald O’Dwyer, Managing Director – Blackmore Partners

9:00 AM – 9:30 AM

CDT

Introductory remarks by Gerald (10 min)

Introduction by executives to Private Equity Firms (20 min, 30 seconds for each executive) 

9:30 AM  10:15 AM

CDT

 

 

 

 

 

           Panel 1 – How To Pick The Right Private Equity Firm Partner

    • Questions to ask
    • Actions/Signals to observe
    • Capital
    • Big vs. Boutique Firms
 

           Moderator: Yelena Edelstein, Deal Partner – Blackmore Partners 

 Panelists: 

  • William Kidd, Partner – Kidd and Company
  • Lori Cunningham, Business Development Director – Trivest Partners
  • Grant Marcks, Head of Business Development- Atlantic Street Capital

 

      10 minute break      

10:25 AM  11:10 AM

CDT

 

 

 

 

 

  • Panel 2  Debunking The Private Equity Myth – Having A Private Equity Investor Will Not Destroy Your Company 
 
    • Operational control vs. Private Equity Interference
    • Investments in business vs wholesale cost cutting
    • Efficient hiring and firing
    • Growth/ROI-oriented capital
 

        Moderator: Yelena Edelstein, Deal Partner – Blackmore Partners 

        Panelists:

  • Eric Paquette, Vice President- ShoreView Industries
  • Denise Logan, The Seller Whisperer and Author of The Seller’s Journey, Chase What Matters
  • Robert Jackson, Vice President- Shorehill Capital 

10 minute break

11:20 AM – 12:05 PM

CDT

 

 

 

 

 

 

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

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

Moderator: Yelena Edelstein, Deal Partner – Blackmore Partners 

Panelists: 

  • Jeff Gonyo, Managing Director- Geneva Glen Capital 
  • Mark Schelbert, Managing Partner – Shackleton Equity Partners
  • Peter Reiter, Managing Director – RFE Investment Partners
  • Sam Seraphim, Managing Partner – Woodlake Group

   

5 minute break

12:10 PM – 4:10 PM

CDT

Speed Networking Sessions Between Private Equity and Executive Attendees via GoToMeeting