See below for the latest DealMAX 2023 speaker line-up and check back as trends evolve and the roster of the best and brightest in middle-market M&A continues to grow.

Featured Sessions

Business Development Pioneering
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 & Drivers
Bob Dunn, Managing Director, GF Data
Bruce Goldstein, Senior Director, Capstone Partners
Steve Higgins, Managing Director, Delancey Street Partners

Strategies for Adapting Your PE Approach to a Changing Economic Climate

Alternative Financing Solutions in a Changing Leverage Landscape​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 Gain Leverage Over Competitors
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 in a Downturn
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
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
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
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, Strategies and KPIs for Measuring Success
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
DJ Marshall, Managing Director, P4G Capital
Carrie DiLauro, Operations & Marketing, Hamilton Robinson Capital
John Kirk, Deal Partner & Operating Advisor, Tuckerman Capital
Darryl Smith, Managing Director of Operations, Pacific Avenue Capital

Strategic Acquirer Forum

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