Virtual Conference Roadmap To Success


Conference Agenda - October 23rd, 2024

Included for Executives:  Six Pre-Conference Workshops on October 9th, October 10th, October 16th, October 18th, October 21st, and on conference day, October 23rd.

              Three Post-Conference Workshops on October 24th, October 30, and November 6th.

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, The PROACTION Group

Robert Powers, Regent Advisors Investments

Jeffrey Kolke, Franklin Hill Capital

Toby Kreidler, Stellex Capital Management

William Kidd, Kidd & Company 


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 – Independent Consultant


Jeff Gonyo, Geneva Glen Capital

Megan Horvath, Steinbeck Investment Company

Resit Melik, Edessa Growth Partners

Briton Burge, Rosewood Private Investments


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


Rick Grady, Blackmore Partners

Nasser Takkesh, Enduring Ventures

Yelena Edelstein, Blackmore Partners

Rick Ford, Ford Family Investments

Payton Shelton, Ford Family Investments


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

Date Title Microsoft Teams Links

October 9th

Pre-Conference Workshop #1

Pre-Conference Workshops

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


October 10th

Pre-Conference Workshop #2

October 16th

Pre-Conference Workshop #3

October 18th

Pre-Conference Workshop #4

October 21st

Pre-Conference Workshop #5

October 23rd

BlackmoreConnects™️ Virtual Conference

Wed, October 25th, 2023 

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

BlackmoreConnects™️ Virtual Conference Room


October 24th

Post-Conference Workshop #1

Post-Conference Workshops

10:00 AM - 11:30 AM (CDT)


October 30th

Post-Conference Workshop #2

November 6th

Post-Conference Workshop #3

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 – October
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 – October
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 – October
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

Nasser Takkesh

Enduring Ventures

Robert Powers

Regent Advisors Investments

Tim Van Mieghem

The ProAction Group

Toby Kreidler

Stellex Capital Management

Megan Horvath

Steinbeck Investment Company

Jeff Gonyo

Geneva Glen Capital

Briton Burge

Rosewood Private Investments

William Kidd

Kidd & Company

, Virtual Conference Roadmap – October

James Fanning

Pamaseco LLC

Resit Melik

Edessa Growth Partners

Jeffrey Kolke

Franklin Hill Capital

, Virtual Conference Roadmap – October

Rick Ford

Founder of Ford Family Investments

, Virtual Conference Roadmap – October

Payton Shelton

Business Development of Ford Family Investments