Virtual Conference Agenda for Capital Providers
9:00 AM – 9:30 AM
CDT
Introductory remarks by Gerald
Introduction by Executives to Capital Providers (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 – BlackmoreConnects
Panelists:
- Jack Tatlow, Two Roads Capital, Vice President
- Lachlan McLean, Grand Valley Holdings, Managing Partner
- Sebastian Zuluaga, MBF Healthcare Partners, Business Development
- Stuart Moss, CIC Partners, Vice President
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 2025 vs. one year ago, and your outlook on near-term engagement heading into Q3 2025?
- With the economic priorities and impact of the new administration’s policies, what, if any, changes do you expect in your firm’s deal outlook in the second half of 2025? Venture a guess into 2026?
- Any sectors in or out of favor for your firm? Any impact on valuations?
- Any changes to how your firm is evaluating proposals now, and how to adjust for tariffs, inflation, rates.
- Any changes to deal structure from a year ago — earn-outs, seller financing, rollover percentages, retention timelines, equity and debt levels, etc.
Moderator:
- James Fanning, Translating Experience to Trusted Engagement – Pamaseco LLC
Panelists:
- Jeff Gonyo, Managing Director, Geneva Glen
- Resit Malik, Principal, Edessa Growth Partners
- Brant Wilczek, Lake Street Capital Partners, Partner
- William Kidd, Partner- Kidd & Company
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:
- Yelena Edelstein, Deal Partner- BlackmoreConnects
- James Fanning, Independent Consultant
- Rick Grady, Deal Partner- BlackmoreConnects
- Jeremy Jacobwitz, GF Investments, Vice President
- Jermaine Warren, ICV Partners, Managing Director
10 minutes break
12:15 PM – 4:00 PM
CDT
Speed Networking Sessions Between Private Equity and Executive Attendees via Microsoft Team