Virtual Conference Roadmap To Success


Conference Agenda - June 26, 2024

Included for Executives:  Six Pre-Conference Workshops on June 12th,  June 14th, June 19th, June 21st, June 24th, and on conference day, June 26th.

              Three Post-Conference Workshops on June 27th, July 3rd, and July 10th.

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


  • Tim Van Mieghem, Partner, The PROACTION Group
  • Stephen Madsen, Managing Director, Blue Wolf Capital Partners
  • Sharmila Solanki, Managing Director, EastWest Bank
  • Tony Brindisi, Managing Director, RTC Partners
  • Ron Lehman, Managing Director, Bruderman Brothers Inc.
  • Bill Kidd, Partner, Kidd & Company
  • Drew Bagin-Founder and Partner. North Haven Capital


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, Pamaseco LLC, Translating Experience into Trusting Engagement


  • Bill Pyle, Managing Director, Atlas Private Equity Partners
  • Kenneth Saffold, Managing Partner, o15 Capital Partners
  • Gil Ozir JD, Managing Partner, Beringer Capital
  • Eric Korsten, Managing Director, Branford Castle Partners
  • Barrett Lauer, Business Development, Hastings Equity Partners
  • Chad Barton, Corporate Attorney, Holland & Knight

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, Blackmore Partners, Deal Partner
  • James Fanning, Pamaseco LLC, Translating Experience into Trusting Engagement
  • Rick Grady, Blackmore Partners, Deal Partner
  • Rob Clark, Managing Partner, Bear Creek Partners
  • Geoff Coar, Managing Partner, New State Capital Partners
  • Joe DeMartino, CEO, EMKO Capital

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

June 12th

Pre-Conference Workshop #1

Pre-Conference Workshops

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

Click here to join the meeting.


June 14th

Pre-Conference Workshop #2

June 19th

Pre-Conference Workshop #3

June 21st

Pre-Conference Workshop #4

June 24th

Pre-Conference Workshop #5

June 26th

BlackmoreConnects™️ Virtual Conference

BlackmoreConnects™️ Virtual Conference Room

Click here to join the meeting.

June 27th

Post-Conference Workshop #1

Post-Conference Workshops

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

Click here to join the meeting.

July 3rd

Post-Conference Workshop #2

July 10th

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 – June
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 – June
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 – June
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

Bill Kidd

Kidd and Company

Rick Grady

Blackmore Partners

Stephan Madsen

Blue Wolf Capital Partners

Sharmila Solanki

EastWest Bank

Kenneth Saffold

o15 Capital Partners

Tony Brindisi

RTC Partners

Geoff Coar

New State Capital Partners

Gil Ozir JD

Beringer Capital

Eric Korsten

Branford Castle Partners

Ron Lehman

Bruderman Brothers Inc.

Rob Clark

Bear Creek Partners

Chad Barton

Holland & Knight

Joe DeMartino

EMKO Captial

Drew Bagin

North Haven Capital