Virtual Conference Roadmap To Success

EXECUTIVE KIT

Conference Agenda - August 20th, 2025

Included Workshops for Executives

(Workshops joining links will be emailed)

Six Pre-Conference Workshops (11:00 AM – 12:30 PM CDT)

- - - - Workshop #1 : August 6th
        Workshop #2 : August 8th
        Workshop #3 : August 13th
        Workshop #4 : August 15th
        Workshop #5 : August 18th
        Workshop #6 : August 20th (Conference Day)

Three Post-Conference Workshops (11:00 AM – 12:30 PM CDT)

- - - - Workshop #1 : August 21st
        Workshop #2 : August 27th
        Workshop #3 : September 3rd

Guest Slot Agreement Link: https://secure.rightsignature.com/templates/22cde35c-bc2c-4e72-9601-0ef3ebb5fc03/template-signer-link/ddac809e3824bac1ae9707ac26c38455

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 – BlackmoreConnects (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 – BlackmoreConnects

Panelists:

Jeff Gonyo, Geneva Glen Capital, LLC, Managing Director
Asad Berani, Dekos Capital, Managing Partner
Matt Blue, The PROACTION Group, Consultant

10 minutes break

10:25 AM – 11:10 AM

CDT

Panel 2 – Flow of inbound deal proposals/ teasers vs. last year and thoughts looking into Q4 of 2025

What’s changed in terms of criteria to engage on new deals
What’s changed in your financial evaluations/ hurdle

How has the evolving tariff landscape impacted your near term deal view
Any industry segments moving into or out of favor?
If your firm has a fund – are you currently fundraising? How has investors’ mood shifted in 2025
Buyers and sellers always have a different view of valuation…. How have deal structures evolved to get deals completed (or have they?)
Is today’s economic landscape driving more focus on add-ons rather than platform investments
How would you describe your firms’ aggressiveness to continue to do deals this year

Moderator:

James Fanning – Independent Consultant, Translating Experience to Trusted Engagement – Pamaseco LLC

Panelists:

Darwin Salicrup, DZS Capital LLC, CEO
Garret Bullard, Adelphi Capital Partners, LLC, Senior Associate
Sean Healy, Keswick Partners, Head of Business Development

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:

Jason Roswig, LeftRight Capital, Partner
Yelena Edelstein, BlackmoreConnects, Deal Partner
Raza Hasan, TimeSolv, CEO

10 minutes break

12:15 PM – 4:00 PM

CDT

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

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.

All Full conference executives should join the Virtual Conference between 7 AM and 8 AM CDT to ensure you are set up and ready with your computer, headset and camera. (LITE attendees will join at 8 AM CDT for Pre-Conference Workshop #6)
There will be an executive introduction once the event begins where you will have the opportunity to briefly speak about your previous experience and future intentions for getting involved with Private Equity.
As part of your prep for the conference you may consider listening to the webinars and taking notes.

Please be punctual to the scheduled start, stop, and break time. The 10-minute breaks between panel sessions can be used as needed to step away from your computers.
It is important to set large conference goals such as why you are attending and what you wish to accomplish overall. It is also important to set smaller goals for each interaction you have, such as identifying a specific thought, idea, or deal.
Executives now, more than ever, need to be proactive about utilizing networking conferences to expedite their deals. It's all about expanding your PE funnel.

"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."

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."

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"