Sessions

Mon May 8 | 2:30 p.m. PT

In a year that will offer change and uncertainty, business development professionals are adapting their approach and innovating to win deals. Hear from these well-known business development experts as they discuss their innovative approaches to business development, focusing on changes to their approaches and processes to the use of technology and business intelligence data.

Speakers: Jason Cunningham, VP, Business Development, Argosy; Cory Mims, Managing Director, Audax Private Equity; Meaghan O’Grady, Director, Business Development, Palladium Equity; Adam VeVerka, Partner, New Spring Capital

Mon May 8 | 3:30 p.m. PT

Hear from industry insiders on the latest M&A trends and market updates, including data updates from GF Data, that impact your dealmaking and M&A in the middle market.

Speakers: Dyana Baurley, Director, MiddleGround Capital; Bob Dunn, Managing Director, GF Data; Bruce Goldstein, Senior Director, Capstone Partners; Emily Hak, Managing Director, Private Capital Markets, Insperity; Steve Higgins, Managing Director, Delancey Street Partners

Tue May 9 | 8:45 a.m. PT
This breakfast panel is complimentary, however, pre-registration is required.

Hosted by the DealMAX Women’s Committee, this complimentary breakfast panel session is open to all attendees and will address how PE buyers, strategics, lenders, investment bankers and attorneys are seeing shifts in deal structure, negotiations, sourcing, closing, lending terms and more due to a changing economy. 

Speakers: Trish Renner, Managing Director, Medical Products and Industrial Technology, Baird; Kelly Cornelis, Partner & COO, LaSalle Capital; Desiree Castillejos, VP, Business Development & Strategy, EMEA & Latin America, Johnson Controls; Kristina Heinze, Partner, ParkerGale Capital; Amy LaBan, Managing Director, US Financial Sponsors Group, Canaccord Genuity LLC

Tue May 9 | 10:00 a.m. PT

Learn how to best support portfolio companies in challenging financial times with new and dynamic financing solutions, including borrower and lender-side challenges and solutions, leverage issues and strategies, and fund level perspectives and insights.

Speakers: Marilyn Adler, Managing Director, Mizzen Capital; Gus Atiyah, Partner, Shearman & Sterling; Matt Shafer, Managing Director, Global Head of Direct Private Equity, Northleaf Capital; Arlene Shaw, Managing Director, Brightwood Capital

Tue May 9 | 1:00 p.m. PT

Learn what strategies your deal team peers are implementing to leverage a difficult economic climate and remain aggressive to win deals and grow their businesses.

Speakers: Francis Carr, Managing Partner/Co-Founder, Milton Street Capital; Milwood Hobbs, Managing Director and Head of North American Sourcing & Origination, Oak Trees Capital; Dan Krasner, Managing Director, Global Head of Direct Private Equity, Platinum Equity; Mike Murray, Managing Director, Peloton Capital

Tue May 9 | 2:00 p.m. PT

What valuation trends are your peers seeing in the market and how are they adapting their strategies accordingly? Learn what these experienced panelists are seeing in the middle market and how they are adjusting their approaches to manage risk, evaluate companies, and ultimately win deals.

Speakers: Ryan Anthony, Partner, Longshore Capital Partners; Brian Crosby, Managing Partner, Traub; Dan Lee, Partner, Comvest Partners; Bobby Sheth, Managing Director, Salt Creek Capital

Mon May 8 | 10:30 a.m. PT

Mon May 8 | 10:00 a.m. PT

Outsourcing is always a challenge—especially finding the right partners. This session will offer strategies to help you determine when to outsource, how to find and select the right outsourcing partner, and how to work with them to achieve the best results.

Speakers: Kunal Mehta, Expert Partner, Bain; Gabe Mesanza, Partner, Huron Capital; Nick Moscaritolo, Director, Portfolio Company Operations, Platte River Equity; Gordon Wong, Senior Partner, West Monroe 

Mon May 8 | 11:00 a.m. PT

As operating partners get pulled more into the due diligence process, what metrics become essential to look at during the due diligence process and how do operating partners use that due diligence work to get a head start on value creation? This panel will do a deep dive and deliver some answers and solutions for attendees.

Speakers: Drew Scielzo, Operating Partner, ACON; Brit Yonge, Operating Partner, Corsair Capital

Mon May 8 | 1:00 p.m. PT

How do you determine how to invest in R&D and how to assess the value of that investment and your R&D initiatives overall? This experienced panel will deliver strategies and advice on how to measure and track the value of R&D and some of the pitfalls others run into when doing so.

Speakers: Bobbi Komminemi, Operating Partner, Terminus Capital Partners; Jorge Rosales, VP, Growth Team, Serent Capital; Cici Zheng, Partner, ParkerGale

Mon May 8 | 2:00 p.m. PT

How do you measure the effectiveness of your operating partner group and whether it’s structured to provide peak performance? What KPIs and measures do you implement to ensure you are adding peak value to your value creation strategies?  This panel discusses why their organizations chose the structures they did for their organizations and how they measure their effectiveness.

Speakers: John Broderick, Operating Partner, Argosy; Jessica Castillo, Operating Partner, Sovereign’s Capital; Joe McDougall, Operating Partner, Trive Capital

Mon May 8 | 3:00 p.m. PT

How are strategic acquirers adapting their acquisition and financing strategies to leverage and navigate economic uncertainty? Hear what tactics these highly successful panelists have adopted and what issues they’ve faced as they’ve done so.

Speakers: DJ Marshall, Managing Director, P4G Capital; Carrie DiLauro, Director, Operations & Marketing, Hamilton Robinson Capital Partners; John Kirk, Deal Partner & Operating Advisor, Tuckerman Capital; Darryl Smith, Managing Director of Operations, Pacific Avenue Capital

Mon May 8 | 10:00 a.m. PT

What strategies are your operating partner peers using to find, incentivize and retain talent at their portfolio companies? As talent management issues continue to be an issue, especially in the middle market, this session will discuss solutions on how to navigate human capital issues to ensure you are getting peak performance from your people and portfolio companies.

Speakers: Gus Faucher, Senior VP and Chief Economist, PNC Bank

Mon May 8 | 11:00 a.m. PT

What strategies are your peers using to successfully source deals? Learn from some of the top corporate development people in the middle market on what strategies and tools they are using to find and close the right deals  in the middle market.

Speakers: Vince Castiglione, Global Head of Corporate Development, Epicor; Ryan Newth, Director of Business Development, Tremco; Nevin Raj, Co-Founder and COO, Grata; Jeremy Segal, Senior VP, Corporate Development, Progress; Peter Troup, VP, Corporate Development, Veritiv

Mon May 8 | 1:00 p.m. PT

With often limited resources and time to act on potential deals, how can you compete with private equity to win deals at a higher rate? Hear from these experts on the strategies they’ve used to help them improve their success rates and win the right deals.

Speakers: Ken Bond, Head of Corporate Development, Cetera; Adam Boscoe, Head, Corporate Development & Strategy, Granicus; Jonathan Kern, Director of Corporate Development, West Monroe; Ryan Mullin, Manager of Corporate Development, Rheem; Trish Renner, Managing Director, Baird

Mon May 8 | 2:00 p.m. PT

Ok —you closed the deal. Now, how do you know your post-close strategies are working? What is success and how do you measure and track it? These panelists will discuss how they ensure they are staying on course for success and what key metrics they follow to indicate when there are issues—before they become too big.

Speakers: Taha Ahmed, VP, Corporate Development & Strategy, Forbes; Seth Collins, AVP, Corporate Development, AT&T; Chandradev Mehta, Head of M&A, LyondellBassell; Yvanna Perez-Morel, Senior Director, Corporate Development, Ulta

Mon May 8 | 3:00 p.m. PT

This roundtable will discuss some of the pitfalls and successful strategies other strategic acquirers implement and encounter when working towards a smooth and successful post-transaction integration. From culture to processes and technologies, what do you need to be wary of—especially in this economic climate—and what tactics can you adopt to make for the most effective integration possible? These panelists offer some ideas and advice.

Speakers: Anders Bialek, VP, Strategy & Corporate Development, Irobot; Desiree Castillejos, VP, Business Development and Strategy, EMEA & Latin America, Johnson Controls; Mark Dendle, CEO, Growers Express; Jeff Giles, Vice President, Corporate Development, Core & Main

Tue May 9 | 9:00 a.m. PT

Speakers: Dina Said Dwyer, Founder & Managing Partner, Eden Capital; Marcia Nelson, Family Office President, Freedom Capital Markets; Vishal Verma, Managing Partner, Edgewood Ventures; Morgan Yaping Wang, Venture Partner, BHR Partners

Tue May 9 | 11:00 a.m. PT

Speakers: David Acharya, Managing Partner, Acharya Capital; Mike Shein, Founder & Managing Partner, CHIEF Capital; Andy Baldridge, Founder & Partner, Westward Partners; David Gershman, Partner and General Counsel, Trivest Partners; Rush Harvey, Director of Private Capital Advisory, Raymond James