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 – Blackmore Partners
 

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 2024 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)
    • Any impact of the upcoming elections on deal flow, execution, wait and see?
    • 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- Blackmore Partners​
  • James Fanning, Independent Consultant​
  • Rick Grady, Deal Partner- Blackmore Partners​
  • 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