Virtual Conference Agenda for Executives
Included for Executives: Six Pre-Conference Workshops on November 29th, December 1st, December 6th, December 8th, December 11th, and on conference day, December 13th.
Three Post-Conference Workshops on December 14th, January 3rd, 2024, and January 10th, 2024.
7:00 AM – 8:00 AM
CDT
Virtual Conference personal set up (BMC 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:
- Stephen Connor, CFA, Hamilton Robinson Capital Partners
- Marin Mignot, COO Latam, Ingenico
- William Kidd, Partner, Kidd & Company
- Graham Bachman, Managing Director, Head of Business Development, Hidden Rivers Strategic Capital
- JC Maldonado, Business Development, Bizgro Partners
- Neil Johnson, Managing Partner, Lawrence, Evans & Co., LLC
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, CEO, Independent Consultant to Pamaseco LLC
Panelists:
- Jay White, Managing Partner, Route 2 Capital Partners
- Karin Kovacic, Managing Director, Institutional Sales, Libertas Funding, LLC
- John Robinson, Managing Director, Cerebro Capital
- Matt Raimondi, Managing Partner, Silvermine Growth Partners
- John D. White, Managing Principal, MB Global Partners LLC
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:
- Samantha Papir, Senior Vice President, Turning Rock Partners
- Clint Simkins, Director, DPO & Co
- Paul Count, Sales Director, Trade Cycle Capital
- Jefferey Lamb, Strategic Advisor, Pegasus Capital Advisors
- Rick Grady, Deal Partner, Blackmore Partners
10 minutes break
12:15 PM – 4:00 PM
CDT
Speed Networking Sessions Between Private Equity and Executive Attendees via Microsoft Team