An Inside Look At Selling a Business
8:00-8:30 – Owner & C-Suite Executive Networking
8:30-9:30 – Owner & C-Suite Executive Session
The panel will explain how business owners can determine the amount they need from a sale, and opportunities to maximize after-tax sale proceeds. By walking through a typical sale process, and sharing examples from actual transactions, the panel will also underscore which business factors Buyers most strongly consider when evaluating acquisition opportunities, how these business factors drive purchase price, payment and deal terms, and how these business factors can be optimized by business owners/CEOs before beginning a sale process. Operating Companies only (no M&A service providers or wealth advisors).
Stuart Moss
Managing Director Keystone Capital Markets (moderator)
Damian Burke
Managing Director, Main Street Capital
Jamie Kim
Principal, Head of Business Development GALLANT CAPITAL
Michael Harmon
Managing Director, JP Morgan
How Culture and Retention Drive Business Outcomes
9:30-10:00 – Women’s Connection Networking
10:00-11:00 – Women’s Connection Event
The panel will discuss how effective recruiting and retention positively impacts company performance. Learn how high-performing private equity firms take a systematic approach to hiring and how they define and cultivate culture through engagement. After the panel, audience members will be able to quantify how expensive a wrong hire can be and will come away knowing the key talent performance metrics every company should track.
Anya Soto
Founder Culture Crafters (moderator)
Eli Castle
Co-CEO & Head of Talent Analytics, Talent Compass
Victoria Lakers
Board & C-Suite Search in PE-Backed Technology Cos, Partner, Calibre One
The Lending Market in a Higher Rate Environment
1:30 PM - 2:20 PM
With the era of extremely low interest rates in the rear-view mirror, lenders and borrowers have had to adjust to a new reality. Join an esteemed panel of commercial and private lenders as they provide the insights necessary to navigate the current lending environment. Find out which borrowers are getting funded and which lenders are making new loans. The panel will discuss how underwriting has changed and outline the key metrics and characteristics that are important to credit committees
Warren Biro
Partner, Barnes & Thornburg (moderator)
Dan Yates
CEO/Founder, Endeavor Bank
Justin Vogel
CEO/Founder, Verity Capital
Lawrence Litchfield
Director, Columbia Pacific Advisors
Securing Expansion Capital for Growth
2:40 PM - 3:30 PM
Our panel of capital providers will discuss their current portfolio of investments and how they are investing in this period of historic uncertainty. They will discuss how growth equity has matured to become a distinct asset class with different characteristics from both venture capital and private equity. Learn what sectors are most attractive and what company specific factors are required to attract investment today. The panel will discuss how they assess growth and profitability at different stages of the company lifecycle and what they consider to be the key ingredients to company success.
Paul Johnson
Partner, Procopio (moderator)
Neal Bloom
Managing Partner, Interlock Capital
Andrew Albert
Managing Partner/Co-Founder, Channel Equity Partners
Bhairvee Shavdia
Managing Director, SBJ Capital
State of Play for Private Equity and M&A
