Agenda

Morning Session

Demystifying the M&A Buyer Universe 

This educational session is designed for business owners, entrepreneurs, finance professionals, or curious individuals who have little to no background in private equity (PE). The goal is to demystify the PE world and provide a walk-through of the deal lifecycle.

9:00AM – 9:20AM – Registration/Networking/Continental Breakfast

9:20AM – 9:30AM – Opening Remarks

9:30AM – 10:20AM – Panel: The Buyer Universe Explained, Inside the Capital Stack: How Different Buyers Think 

• Albert Alexander, Managing Partner at Bluehenge Capital Partners
• Rick Hernandez, CFO of VelocityTX
• Pedro Nasta, Director of Strategic Investments at Thrivewell Ventures
• Eric Stevenson, Senior Associate at Blue Sage Capital
• Matt Andersen, CEO of Westlake Securities (Moderator)

10:20AM – 10:55AM – Breakout Sessions

10:55AM – 11:00AM – Remarks

Main Conference

11:00AM - 11:30AM - Networking

11:30AM – 11:35AM - Remarks/Lunch 

11:35AM – 12:05PM – Economic Update – Chin Yu, Partner at Stella Growth Partners

12:05PM – Introduction of Keynote Speaker

12:10PM – Keynote Speaker – Kirk Offel, CEO at Overwatch Mission Critical will present "The 5th Industrial Revolution and how the current AI Revolution of today matches the patterns of the Automobile Revolution a hundred years ago"

12:50PM – Break

1:15PM – Private Equity Presentation - Melissa Sprinkle Brown, Managing Director at Owner Resource Group

1:25PM – 2:15PM – Panel 1: Capital Markets and Industry Trends

• Mike McConnell, Austin Market President of Hancock Whitney Bank
• Karson Chang, Managing Director at Peak Rock Capital
• Curtis Hartman, Managing Partner at Genesis Park
• Matt Andersen, CEO of Westlake Securities (Moderator)

2:15PM – Break

2:30PM – 3:20PM – Panel 2: Lessons Learned from PE Exits (Case Studies)

• Austin James,  Partner & COO at ATKG
• Rob Dannenberg, CEO of Phoenix LiDAR Systems
• Eleanor Moody, Senior Associate at Main Street Capital Corporation
• Stephen Dyer, Managing Director, Retained Search at Highspring (Moderator)

3:20PM – Break

3:35PM – Private Equity Presentation - Amir Yoffe, Partner at CIC Partners

3:45PM – Private Equity Presentation

3:55PM – 4:45PM - Panel 3: Digital Transformation with AI

• Anneka Sciola, Partner at Stella Growth Partners
• Joe Sagrilla, CEO & Principal Consultant at Horizon Business Consulting LLC
• Pat Matthews, Founder of Active Capital
• Flavio Souza, Manager at Trinity Hunt Partners
• Ollie Sandlin, Managing Director at Focus Strategies (Moderator)

4:45PM – Closing Remarks

4:55PM – 6:30PM — Networking Happy Hour & Door Prize Giveaway