Virtual Conference Roadmap To Success

EXECUTIVE KIT

Conference Agenda - December 17th, 2025

Included Workshops for Executives

Included Workshops for Executives

(Workshop joining links will be emailed)

Executives need to attend a minimum of 4 Pre-Conference Workshops and 2 Post-Conference Workshops.

Six Pre-Conference Workshops

11:00 AM – 12:30 PM CDT
  • Workshop #1December 3
  • Workshop #2December 5
  • Workshop #3December 10
  • Workshop #4December 12
  • Workshop #5December 15
  • Workshop #6December 17 (Conference Day)

Three Post-Conference Workshops

11:00 AM – 12:30 PM CDT
  • Workshop #1December 18
  • Workshop #2January 7
  • Workshop #3January 14

Guest Slot Agreement

Open Guest Slot Agreement

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 – How To Pick 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: 

  • Rob Clark,   
  • Chris Hammond 
  • Gerald Odwyer 
  • Douglas Parker  
  • Jess Bailey 
  • Sean Healy. 

 

10 minutes break 

10:25  AM – 11:10 AM

CDT

 

Panel 2 – Valuations Through Volatility 

 

  • Volume of inbound deal proposals in Q4 2025 vs. Q 4 2024 and outlook heading into Q1 2026? Do you measure this explicitly? 
  • Any changes of sector focus given today’s economic outlook? Verticals moving in or out of favor? 
  • How are you dealing with noisy financials and obscure forecasting (lingering COVID impacts of past period comparisons, tariffs on again-off again, persistent areas of inflation, pricing, etc.). Can you get your hands around it for valuations? 
  • Any deal structure changes emerging to help bridge economic and forecasting volatility? Owner expectation changes? 
  • How are your investors reacting to deals you put in front of them? Tightening their focus areas or risk tolerance? Feedback on these inputs on your deal criteria?  
  • We’ve been in a ‘lots of dry powder’ mode for several years now… will anything break this logjam? 
  • How are you using AI as a firm? What changes do you expect in 2026 for this topic on your operations? On deal attractiveness or targets usage of AI? 

  

Moderator:  

  • James Fanning, CEO, Independent Consultant to Pamaseco LLC 

 

Panelists: 

  • Jeff Gonyo 
  • Gerald Odwyer 
  • Jess Bailey 
  • Sean Healy 
  • Neil Johnson 

 

10 minutes break 

11:20 AM – 12:05 PM

CDT

Panel 3 – What It’s Like to Work With a PE Investor 

 

  • Value creation process 
  • Differences in operating styles between firms 
  • Communication rhythms 
  • Board meetings and expectations 
  • Operational vs. strategic involvement 
  • Introductions / networks 
  • 100-day plan execution 
  • Budgets and alignment 
  • : Assessing a PE sponsor’s philosophy and approach to all of the above 
  • : Questions executives should ask during the courting phase to understand how a specific PE firm works with their CEOs 

  

Moderator:  

  • Tim Van Mieghem, Partner – The ProAction Group 

 

Panelists: 

  • Ariez Dustoor,  
  • Gerald Odwyer  
  • Rob Clark 
  • Jess Bailey 
  • Rick Grady 
  • Alex Allgood 

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.

"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 December
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 December
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 December
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​

The PROACTION Group​

James Fanning

Pamaseco LLC

Sean Healy

Keswick Partners

Jeff Gonyo

Geneva Glen Capital

Rob Clark

Bear Creek Partners

Jess Bailey

Bailey Law Firm

Chris Hammond

West Elk Partners

Douglas Parker

Sea Side Equity Partners

Rick Grady

Deal partner

Additional Resources

Private Equity From A Capital Provider's Viewpoint

Master Private Equity: Overcoming Challenges For Executives

Insights From Our Private Equity Specialists

Discover Private Equity Case Studies & Articles