Virtual Conference Roadmap To Success


Conference Agenda - February 21st, 2024

Included for Executives:  Six Pre-Conference Workshops on February 7th, February 9th, February 14th, February 16th, February 19th, and February 21st.

              Three Post-Conference Workshops on February 22th, February 28th, and March 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


  • Michael Zhong – Three Rivers Capital 
  • Mathew Nacier – Lincolnshire Management 
  • Jared Strauss – Copley Equity Ventures
  • Craig Blank – Woodland Management 
  • Sean Healy – Keswick Partners 
  • Tim Van Mieghem – The ProAction Group

10 minutes break

10:25  AM – 11:10 AM


Panel 2 – Deal making in the New, New Economic Horizon

    • Flow of inbound deal proposals in 2022 and into 2023
    • Changes to how you’re evaluating proposals now 
    • Key Learnings from New Economy #1 – the post-Covid wave of 2020-2021
    • Thoughts on the New Economy #2 – the rising rates and soft landing environment of 2022-2024
    • Deal landscape – Opportunistic deals to be had? Economic cloudiness’ impact on Enterprise Valuation models? Changes to what you’re looking for or deal structures?
    • Impact on your aggressiveness or eagerness to invest over the coming 12 months?
  • James Fanning, Deal Partner – Blackmore Partners


  • Alex Karlsen – Cap Target 
  • Ariez Dustoor – NB Group
  • Dave Mack – Pathfinder Group
  • Joseph Grodko – Oval Ventures
  • Tanner Cerrand – Ionic Partners
  • David Eshagian – Panther Equity Group

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


  • Frank Mancuso – Two Roads Partners 
  • Samantha Caruth – TMI Trust Company 
  • Matt Cole – SBJ Capital 
  • Alex Welles – Union Capital 
  • Yelena Edelstein – Blackmore Partners
  • Rick Grady – Blackmore Partners

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

February 7th

Pre-Conference Workshop #1

Pre-Conference Workshops

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

Join on your computer or mobile app
Click here to join the meeting

February 9th

Pre-Conference Workshop #2

February 14th

Pre-Conference Workshop #3

February 16th

Pre-Conference Workshop #4

February 19th

Pre-Conference Workshop #5

February 21st

BlackmoreConnects™️ Virtual Conference

Wed, February 22nd, 2023 

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

BlackmoreConnects™️ Virtual Conference Room

Join on your computer or mobile app
Click here to join the meeting

February 22nd

Post-Conference Workshop #1

Post-Conference Workshops

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

Join on your computer or mobile app
Click here to join the meeting

February 28th

Post-Conference Workshop #2

March 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
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
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
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 Firms And Speakers

Tim Van Mieghem


James Fanning

Independent Consultant

Rick Grady

Deal Partner

Joseph Grodko

Oval Ventures

Alex Welles

Union Capital

Matthew Nacier

Lincolnshire Management

Frank Mancuso

Two Roads Partners

Samantha Caruth

TMI Trust Company

Sean Healy

Keswick Partners

Matt Cole

SBJ Capital

Jared Strauss

Copely Equity Partners

Tanner Cerand

Ionic Partners

Craig Blank

Woodland Management

Dave Mack

Pathfinder Group

David Eshagian

Panther Equity Group