General Session Lunch & Keynote Speaker
"Empowering Leaders to Drive Significant, Sustainable Growth"
Presenter: Dale Robinette Growth Expert and Seasoned CEO
Dale has worked with hundreds of companies to create breakout strategies and achieve exponential growth. In this session, he will provide CEOs with the tools to view their businesses differently and see what's truly possible. Private equity firms hire Dale after acquisitions to accelerate growth, but owners often miss out on this upside by selling too soon. Dale will give CEOs the strategies to build a growth-focused company before selling, ensuring they capture maximum value.
Owner & C-Suite Executive Session
"How to Unlock Value for a Successful Business Transition"
Eliot Peters
Principal, RA Capital
Carl Pinkard
Partner, Aldrich Wealth
Charles Witham
Partner, Witham Mahoney & Abbot, LLP
This panel will provide business owners with a comprehensive overview of the factors that maximize value during a business ownership change. Learn how to handle valuation, due diligence, deal structures, and, most importantly, how to manage and avoid potential pitfalls. The discussion will also highlight the critical roles of professional advisors, the need for confidentiality, and post-sale responsibilities.
All Attendees Welcome to Join
"Next Generation M&A: From Transactional Deals to Collaborative Alliances"
Moderator: Anya Soto Founder, Culture Crafters
Andrea Steinbrenner CEO, Exit Consulting Group
Stephanie Scarola Profit Specialist, ERA Group
Rache Brand CEO, Superstruct
This panel will provide business owners with a comprehensive overview of the factors that maximize value during a business ownership change. Learn how to handle valuation, due diligence, deal structures, and, most importantly, how to manage and avoid potential pitfalls. The discussion will also highlight the critical roles of professional advisors, the need for confidentiality, and post-sale responsibilities
Sponsored by
Breakout One
" Lessons Learned from a PE Rollup by First-time Fund Managers"
Moderator: : Anthony Arnold, Co-Chair M&A and Private Equity Group at Barnes & Thornburg LLP
Jon Hamby, Managing Partner, Verde Equity Partners
Dana Robinson; Managing Partner, Verde Equity Partners
Alan Baca, General Partner, Verde Equity Partners
Gabriel Galvez, Managing Partner, Verde Equity Partners
Sponsored by:
Breakout Two
"The Evolution of Family Offices"
Moderator: Elizabeth Chase, Associate, Shepard Mullin
Alberto Galante, Head of Multi-family Office of the Founders of Group ViZion
Dan Farris, Managing Director and CIO for Ridge Group Investments
Kurt Wickham, EVP at West Nonpublic Holdings, part of the Gary and Mary West Family Office
Laurent Roux, Principal, Gallatin Wealth Management LLC
Sponsor:ed by
Breakout Three
"The M&A Battlefield: Lessons Learned from High-Stakes Deals"
Moderator: Jessica Lazur, Partner, Procopio
Anna Crowe, Founder & CEO, Crowe PR
Riley Strickland, Founder at Cadre AI
Grayson Lafrenz, Founder & Chairman, Power Digital
Sponsored by: