Virtual Conference Roadmap To Success

EXECUTIVE KIT

Conference Agenda - December 14th, 2022

Included for Executives:  Six One-Hour Pre-Conference Workshops on November 30th, December 2nd, December 7th, December 9th, December 12th, and December 14th.

              Three One-Hour Post-Conference Workshops on December 16th, January 4th , and January 11th .

7:00 AM  – 8:00 AM

CDT

Virtual Conference personal set up (BMC Full Conference 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:

  • 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 Teams.

BMC Virtual Conference - Events Scheduled

Date Title Microsoft Teams Links

November 30th

Pre-Conference Workshop #1

Pre-Conference Workshops

11:00 AM - 12:00 PM (CDT)

Join on your computer or mobile app
Click here to join the meeting

December 2nd

Pre-Conference Workshop #2

December 7th

Pre-Conference Workshop #3

December 9th

Pre-Conference Workshop #4

December 12th

Pre-Conference Workshop #5

December 14th

BlackmoreConnects™️ Virtual Conference

Wed, December 14th, 2022 

7:00 AM - 4:00 PM (CDT)

BlackmoreConnects™️ Virtual Conference Room

Join on your computer or mobile app
Click here to join the meeting

December 16th

Post-Conference Workshop #1

Post-Conference Workshops

11:00 AM - 12:00 PM (CDT)

Join on your computer or mobile app
Click here to join the meeting

January 4th

Post-Conference Workshop #2

January 11th

Post-Conference Workshop #3

Your Virtual Conference Roadmap To Success

Because we want your virtual conference experience to be positive, the following information provides details on how to maximize your time at the upcoming event.

"One of the big reasons I came to the conference today, is that an important part of our strategy is finding deals where we can buy multiple companies and close them the same day, and one of the ways you can find companies that can do that is to find executives who have knowledge of industries or industry segments. who can lead us to the companies and we can put the businesses together."
Bill Kidd
Founding Partner
Kidd & Company
"Being able to expand your network outside the traditional network within your industry. Particularly, if you're looking for opportunities either with portfolio companies within private equity space and learning how they think, or looking for opportunity in terms of acquiring a business and getting somebody to help you. A lot of executives don't like that. It expands the possibilities of what people can so."
Jon Van Tuin
Business Development Executive
Trivest Partners
"I would definitely recommend attending if what's paramount to your investment strategy is executive talent with sort of thoughtful investment ideas. I thought this was a really unique way to development investment ideas as a firm, but also as a way to have an idea with a person that can help execute that strategy. I would definitely recommend this event to my fellow Private Equity executives"
Tate Bevis
Principal JMH Capital

Most Private Equity firms listen and ask questions based on Michael Porter’s 5 Forces.

Please watch the videos below for a refresher on Porter’s 5 Forces:

Participating Firms And Speakers

James Fanning

Independent Consultant

Clemente Micara-Sartori

Senior Operating Partner

Jonathan Ives

Managing Director

Carter S. Owen

Director of Business Development

Alex Welles

Director of Business Development

Dave Lorenc

Vice President

Larry Nusbaum

Chief Restructuring Officer

Peter Reiter

Managing Director

Cory Mims

Managing Director, Business Development

Paul Barrett

Managing Partner

Jeff Gonyo

Managing Director

Tomos Mughan

CEO/ Co-Founder

Andrew Michalak

Vice President

Matt Bergin

Managing Partner/ Co-Founder