Virtual Conference Roadmap To Success

EXECUTIVE KIT

Conference Agenda - February 22nd, 2023

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 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:

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

- 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 Teams.

BMC Virtual Conference - Events Scheduled

Your Virtual Conference Roadmap To Success

Date	Title	Microsoft Teams Links
February 8th	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
February 10th	Pre-Conference Workshop #2
February 15th	Pre-Conference Workshop #3
February 17th	Pre-Conference Workshop #4
February 20th	Pre-Conference Workshop #5
February 22nd	BlackmoreConnects™️ Virtual Conference Wed, February 22nd, 2023 7:00 AM - 4:00 PM (CDT)	BlackmoreConnects™️ Virtual Conference Room Join on your computer or mobile app Click here to join the meeting
March 1st	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
March 8th	Post-Conference Workshop #2
March 15th	Post-Conference Workshop #3

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.

All Full conference executives should join the Virtual Conference between 7 AM and 8 AM CDT to ensure you are set up and ready with your computer, headset and camera. (LITE attendees will join at 8 AM CDT for Pre-Conference Workshop #6)
There will be an executive introduction once the event begins where you will have the opportunity to briefly speak about your previous experience and future intentions for getting involved with Private Equity.
As part of your prep for the conference you may consider listening to the webinars and taking notes.

Please be punctual to the scheduled start, stop, and break time. The 10-minute breaks between panel sessions can be used as needed to step away from your computers.
It is important to set large conference goals such as why you are attending and what you wish to accomplish overall. It is also important to set smaller goals for each interaction you have, such as identifying a specific thought, idea, or deal.
Executives now, more than ever, need to be proactive about utilizing networking conferences to expedite their deals. It's all about expanding your PE funnel.

"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:

Virtual Conference Roadmap To Success

EXECUTIVE KIT

Conference Agenda - February 22nd, 2023

BMC Virtual Conference - Events Scheduled

Your Virtual Conference Roadmap To Success

Participating Firms And Speakers

Yelena Edelstein

Tim Van Mieghem

James Fanning

Rick Grady

Joseph Grodko

Alex Welles

Alex Karlsen

Ariez Dustoor

Michael Zhong

Matthew Nacier

Frank Mancuso

Samantha Caruth

Sean Healy

Matt Cole

Jared Strauss

Tanner Cerand

Craig Blank

Dave Mack

David Eshagian

Additional Resources