Virtual Conference Roadmap To Success


Conference Agenda - April 17, 2024

Included for Executives:  Six Pre-Conference Workshops on April 3rd,  April 5th, April 10th, April 12th, April 15th, and on conference day, April 17th.

              Three Post-Conference Workshops on April 18th, April 24th, and May 1st. 

7:00 AM  – 8:00 AM


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


Pre-Conference Workshop #6 with Gerald O’Dwyer, Managing Director –  Blackmore Partners (Includes Full and LITE executives)

  9:00 AM – 9:30 AM


Introductory remarks by Gerald Introduction by Executive  to Private Equity Firms (30 secs for each Executive)

   9:30 AM – 10:15 AM


  • 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


  • Yelena Edelstein, Deal Partner – Blackmore Partners


  • 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


  • 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. 
  • James Fanning – Translating Experience to Trusted Engagement – Pamaseco LLC


  • 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


  • 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


  • Tim Van Mieghem, Partner – The ProAction Group


  • 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


Speed Networking Sessions between Private Equity and Executive Attendees via Microsoft Teams.

BMC Virtual Conference - Events Scheduled

Your Virtual Conference Roadmap To Success

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.

Date Workshops Microsoft Teams Links

April 3rd

Pre-Conference Workshop #1

Pre-Conference Workshops

11:00 AM - 12:30 PM (CDT)

Join on your computer, mobile app or room device


April 5th

Pre-Conference Workshop #2

April 10th

Pre-Conference Workshop #3

April 12th

Pre-Conference Workshop #4

April 15th

Pre-Conference Workshop #5

April 17th

BlackmoreConnects™️ Virtual Conference

Wed, April 17th, 2024 

7:00 AM - 4:00 PM (CDT)

BlackmoreConnects™️ Virtual Conference Room

Join on your computer, mobile app or room device
Click here to join the meeting

April 18th

Post-Conference Workshop #1

Post-Conference Workshops

11:00 AM - 12:30 PM (CDT)

Join on your computer, mobile app or room device

Click here to join the meeting


April 24th

Post-Conference Workshop #2

May 1st

Post-Conference Workshop #3

"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."
, Virtual Conference Roadmap – April
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."
, Virtual Conference Roadmap – April
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"
, Virtual Conference Roadmap – April
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:

Participating Capital Providers And Speakers

Tim Van Mieghem​


James Fanning

Pamaseco LLC

Rick Grady

Blackmore Partners

Jeff Gonyo

Geneva Glen Capital

Stuart Moss

CIC Partners

, Virtual Conference Roadmap – April

Jeremy Jacobwitz

GF Investments

Jeremy Schwartz

Alpha Wave Global

Jack Tatlow

Two Roads Partners

Lachlan McLean

Grand Valley Holdings

Resit Melik

Edessa Growth Partners

William Kidd

Kidd & Company

Doug Parker

Seaside Equity Partners

Brant Wilczek

Lake Street Capital Partners

Jermaine Warren

ICV Partners

Sebastian Zuluaga

MBF Healthcare Partners

Chris Hammond

West Elk Partners