Conference Agenda - August 21, 2024
Included for Executives: Six Pre-Conference Workshops on June 12th, June 14th, June 19th, June 21st, June 24th, and on conference day, June 26th.
Three Post-Conference Workshops on June 27th, July 3rd, and July 10th.
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:
- TBD
10 minutes break
10:25 AM – 11:10 AM
CDT
- Panel 2 – Valuations through Volatility: Hear from the PE firms directly on
- The flow of inbound deal proposals in 2023 vs. one year ago and their outlook on near-term engagement
- Changes to how to evaluate proposals now and adjust for the three bubbles (Covid bubble, supply chain bubble, inflation/ deflation bubble lurking in companies’ historical financials)
- Fasten your seatbelts, there’s some banking turbulence ahead… impact on valuations and deal structures
Moderator:
- James Fanning – Independent Consultant
Panelists:
- TBD
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:
- TBD
10 minutes break
12:15 PM – 4:00 PM
CDT
Speed Networking Sessions between Private Equity and Executive Attendees via Microsoft Teams.