Sessions

See the latest DealMAX 2023 session line-up below and check back for updates as trends evolve and the roster of the best and brightest in middle-market M&A grows.
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Keynote

Nancy Giordano 250

Speaker Nancy Giordano is a best-selling author and one of the world’s top female futurists. Her expertise and experiences range from A.I., to frozen foods, to reinventing the internet. All of her projects have a key common denominator: transitioning away from the extractive operating systems and outdated business thinking that no longer holds up, to creating the more sustainable, inclusive and dynamic solutions the future demands.

Passionate about helping leaders transform to meet the escalating expectations ahead, she delves deep into the intersections of tech, business, and society. Executives love her unique abilities to sense and synthesize the shifts ahead and to guide those ready to build more relevant and sustainable solutions.

Business Development Pioneering

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; Andrew Fulford, Vice President, Strategy & Corporate Development, HBM Holdings; Meaghan O’Grady, Director, Business Development, Palladium Equity; Adam VeVerka, Partner, New Spring Capital

M&A Market Update

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: Bob Dunn, Managing Director, GF Data; Bruce Goldstein, Senior Director, Capstone Partners; Steve Higgins, Managing Director, Delancey Street Partners

Breakfast Panel: Strategies for Adapting Your Private Equity Approach to a Changing Economic Climate

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

Hosted by the DealMAX Women in DEI 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. 

Alternative Financing Solutions

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

Staying Aggressive in a Downturn: How Deal Teams Can Gain Leverage Over Competitors

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

Valuation Trends and Strategies

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

Operating Partner Forum

Outsourcing Strategies for Operating Partners

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 

Due Diligence—What to Look for in a Downturn

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: Joseph Gwozdz, Operating Partner, Edison Partners; Amy Kramer, Operating Partner, Level Equity; Drew Scielzo, Operating Partner, ACON; Brit Yonge, Operating Partner, Corsair Capital

The ROI of R&D

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; Dana Sweet, Head of Strategic R&D, Tailwater Capital; Cici Zheng, Partner, ParkerGale

Structures and Strategies for Measuring Operating Group Success

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: Rick Brawn, Managing Director, MiddleGround Capital; John Broderick, Operating Partner, Argosy; Jessica Castillo, Operating Partner, Sovereign’s Capital; Joe McDougall, Operating Partner, Trive Capital

Talent Management Strategies for Operating Partners

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

Strategic Acquirer Forum

Navigating Acquisitions in a Rapidly Shifting Economic Environment

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.

Deal Sourcing Strategies and Tools

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.

How do Corporates Compete with PE—and Win?

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.

How to Measure Acquisition Success—Identifying the Right KPIs

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.

Roundtable: Post-Transaction Integration

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.

View the full schedule and stay tuned for additional session and speaker information.

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