ACG Boston C-Series Breakfast: The Impact of Human Capital on Deal Value

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ACG Boston C-Series Networking Breakfast

Event Details

When:

March 5, 2020 7 AM - 9 AM EST

Where:
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Overview

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Online registration is now closed. Walk-ins are welcome at the door for an additional fee.

Join your fellow middle-market deal professionals from across New England for March's C-Series Breakfast, our bi-monthly morning event where the region's middle-market M&A community comes together to network and hear high caliber industry experts share their outlook, opinions, successes and failures in M&A.

March's C-Series Breakfast will feature a panel discussion on the impact of human capital on deal value, featuring speakers:

  • Dr. Dan Squires - Partner, BSG
  • Clark Waterfall - Co-Founder & Managing Director, BSG (Moderator)
  • Lane W. Wiggers - Managing Director, Operating Partner Program, Argosy Private Equity

The panel will discuss two case studies: a family-owned business platform acquisition, and a tuck-in/add-on acquisition, demonstrating the difference in process and impact of leadership team assessments during pre-deal diligence and post-deal integration.

Key takeaways will include:

  • The value of assessing a leadership team during pre-deal diligence
  • How to get stakeholders/management teams on board with the process
  • How to respond and navigate negative findings
  • How to facilitate change and maximize value based on assessment results...and more!

Speakers

Dan Squires BSG

Dr. Dan Squires

BSG
Partner

Dan has over 15 years’ experience working with business leaders. He has worked with diverse organizations operating in demanding, dynamic environments, spanning private, public, academic, and government agencies, including in-depth assessment and development of leaders of publicly traded companies. He brings a wealth of assessment and leadership development experience to the BSG team.

Prior to joining BSG, Dan was a member of the faculty at Brown University in Providence, RI where he studied and taught organizational change and training process, while directing a large, regional (New England) training grant for over 11 years. He co-founded his own boutique firm, Anderson-Squires, LLC in 2013, and has consulted with LeadPeople, LLC, a Washington DC based leadership development consultancy and Robert Gregory Partners, a division of FranklinCovey. Dan also founded CharacterLogic as a division of Anderson-Squires, which focused on developing assessments to improve personal and professional development.

At BSG, Dan leverages his expertise in assessment and coaching to create cutting-edge tools, products and services to help clients maximize both efficiency and effectiveness before, during and following the search process. He is a passionate trainer and advocate for client knowledge and empowerment, and is always looking for new and creative ways to leverage technology. Above all, Dan is a high-touch professional, and dedicated to the success of all BSG team members and clients.

Dan earned a BS with honors in psychology, master’s degrees in clinical psychology and public health, and a doctoral degree with distinction in clinical psychology from the University of New Mexico. He received focused pre and postdoctoral training at Brown University, and completed coaching in leadership and healthcare training through Harvard Medical School’s Department of Continuing Education. Dan lives along the south coast of RI with his wife of 20 years and three children. When not entirely consumed by work and family life, Dan enjoys hiking, sailing, and rooting for the home teams.

Clark Waterfall BSG

Clark Waterfall (Moderator)

BSG
Co-Founder & Managing Director

Clark Waterfall is the co-founder and Managing Director of BSG. Formerly known as Boston Search Group and founded in 1997, BSG is a boutique retained executive search firm focused on recruiting builder-leaders for growth sector industries. Over the last 25 years in executive search, Clark has remained focused on privately-held, investor-backed clients both private equity and venture-backed. Clark has a multispecialty sector focus that includes deep domain expertise in technology, energy, and healthcare. Clark’s functional executive recruiting breadth includes board director search, CEO, President, COO, CFO and the VP levels across sales, marketing, technology, engineering, and product.

While based out of Boston, Clark splits his client time on engagements between Boston, New York and California. Clark’s professional involvement spans membership and involvement in Association for Corporate Growth (ACG), past Board Director for MIT Enterprise Forum Cambridge Chapter, and frequent speaker on leadership assessment and selection. Clark is a certified administrator and interpreter for Hogan Psychometrics Assessment. The Hogan battery of assessment instruments measures normal personality characteristics, career derailment risks, core value drivers, and cognitive style. Hogan maintains the industry’s largest and most well-developed archive of original research, affording access to hundreds of real-world validity studies demonstrating the extent to which Hogan assessments predict performance. Hogan is adapted for more than 50 languages and can normalize for intercultural differences.

In the executive search community, Clark has been past national board director & Boston Chapter president of the International Association of Corporate and Professional Recruitment (IACPR), charter member of boutique retained search firm organizations Partners Search Alliance and the internationally focused Tinzon Group. As an active founder in the firm, Clark has been a long-time member of EO with volunteer leadership roles both in the local Boston chapter as Chapter President and at the global level as EO Eastern Regional Director.

Personally, Clark's volunteerism mirrors his passion for entrepreneurship, innovation, and social responsibility as national Board Director for the Cleantech Open and Board of Overseers for the Boston Philharmonic Orchestra , conducted by Benjamin Zander. Prior to his career in executive search, Clark’s career began in the banking industry in sales and sales management including with Citicorp/Citibank. Before receiving his MBA at Babson’s Olin School of Management, Clark did his undergraduate studies in a double–degree program at Tufts University in English literature and the New England Conservatory of Music in classical percussion performance. Outside of work, Clark lives in MetroWest Boston with veterinarian wife and two children, squeezing in as much tennis, triathlon training and crazed mountain-biking as work-life balance allows.

Lane Wiggers Argosy Private Equity

Lane W. Wiggers

Argosy Private Equity
Managing Director, Operating Partner Program

Lane W. Wiggers, Managing Director, Operating Partner Program, joined Argosy in 2015 and is responsible for evaluating potential investments, performing due diligence, and working with portfolio companies to grow shareholder value. He has significant experience in the middle market, closing more than 30 acquisitions and associated capital raises since 2002. Prior to joining Argosy, Lane founded Cordam Group and was also a partner with CS Capital Partners. Both firms are early stage private equity investment firms, where he led all aspects of private equity sourcing, diligence and portfolio company engagement.

Prior to joining CS Capital Partners, Lane was a Director with CD Ventures, a Philadelphia based private investment firm. Lane began his finance career as an investment banker in the Defense, Aerospace, and Technical Services (“DATS”) Group at Wachovia Securities/Wells Fargo where he focused on M&A advisory and public offerings.

Prior to banking, Lane’s early career included operational, engineering and managerial roles with Rockwell International. He also held operational/engineering positions at Cooper Industries and Cummins Engine. Lane earned an undergraduate degree from Clemson University in Mechanical Engineering and an MBA from Smith School of Business at the University of Maryland where he was a Lamone Scholar.

Event Secondary Body

Who Attends

Attendees include M&A professionals from:

  • Private Equity
  • Investment Banking
  • Corporate Development
  • Lending
  • Law
  • Accounting
  • Valuation
  • Corporate Management
  • Family Offices
  • VCs
  • Banking
  • Wealth Management
  • LPs and more

 

Pricing

  Early (Ends 02/26) Late (Ends 03/05) Onsite
Members $75 $85 $95
Young Professional Members $50 $50 $50
Non-Members $115 $130 $145

Hosted by: ACG
Chapter
Boston
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