Virtual Conference Roadmap To Success

EXECUTIVE KIT

Conference Agenda - December 18, 2024

Included for Executives: Six Pre-Conference Workshops on December 4th, December 6th, December 11th, December 13th, December 16th, and on conference day, December 18th.

Three Post-Conference Workshops on December 19th, January 8th, and January 15th.

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 – 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:

Jeff Gonyo, Managing Director, Geneva Glen Capital
Bill Kidd, Partner, Kidd & Company
Rob Bauer, Founder & Managing Partner, Basset Creek Capital
Dan Lee, Partner, Garnett Station Partners
Chris Ayala, Managing Director, Trident
Dominick Beradi, Analyst, Dubin Clark

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 your outlook on near-term engagement heading into 2025?
- With the election behind us, what, if any, changes do you expect in your deal outlook in 2025? Any sectors in or out of favor for your firm? Any impact on valuations?
- 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 changes to deal structure from a year ago — earn-outs, seller financing, rollover percentages, retention timelines, equity and debt levels, etc.

Moderator:

James Fanning, CEO, Independent Consultant to Pamaseco LLC

Panelists:

Zachary Neff, Associate, Whitehorse Capital
Valentina Betancourt, Associate, Alterna Equity Partners
Michael D’Ercole, Vice President, FirePower Capital
Ryan Richardson, Vice President, MFG Partners

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:

Rick Grady, Deal Partner, Blackmore Partners
Ryan Mullins, Principal, Peak Rock Capital
Erik Dykema, Partner, Lineage Capital
Chad Barton, Corporate Attorney, Holland & Knight
Mack Fuller, Managing Director, PineBridge Investments
Monica Alfisi, Private Capital Consultant, Insperity

10 minutes break

12:15 PM – 4:00 PM

CDT

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
December 4th	Pre-Conference Workshop #1	Pre-Conference Workshops 11:00 AM – 12:30 PM (CDT) Click Here to Join the Meeting
December 6th	Pre-Conference Workshop #2
December 11th	Pre-Conference Workshop #3
December 13th	Pre-Conference Workshop #4
December 16th	Pre-Conference Workshop #5
December 18th	BlackmoreConnects™️ Virtual Conference Wed, December 18th, 2024 7:00 AM – 4:00 PM (CDT)	BlackmoreConnects™️ Virtual Conference Room Click Here to Join the Meeting
December 19th	Post-Conference Workshop #1	Post-Conference Workshops 11:00 AM – 12:30 PM (CDT) Click Here to Join the Meeting
January 8th	Post-Conference Workshop #2
January 15th	Post-Conference Workshop #3

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"