ACG Central Texas' 6th Annual Private Equity Two-Step on 11/7/18 in S.A.


Event Details


November 7, 2018 8:30 AM - 5:30 PM CST

The Plaza Club - 100 W. Houston St. Suite 2100, San Antonio
$85 - $150


Online registration is now closed, but walk-ins may be accommodated if space allows at the following rates: ACG Members @ 85., non-members @ 150. 
For more information:  


Meet Private Equity Firms, Investment Bankers,

Intermediaries, & Business Owners at

  ACG Central Texas’ 2018 Private Equity Two Step Conference focusing on


Wednesday, November 7th, Plaza Club, San Antonio, 8:30 a.m. – 5:30 p.m. 

Keynote Speakers

  • Doug Tatum, Author of No Man's Land: Where Growing Companies Fail and Chairman of the Board, Newport Board Group  

  • Corinna Holt Richter, Pres./Chief Administrative Officer & Paul Hensley, SVP/CFO, HOLT CAT  

Lunch Panel Discussion: A View of Recapitalization from the CEO’s Chair

Panel Members:

·         Doug Frey, CEO, ATX Glazing

·         Sheridan Chambers, Managing Director, Denim Group

·         Dale Tremblay, CEO, C. H. Guenther


·         Paige Castañeda, Shareholder, Winstead PC 

Participating Private Equity Firms:
·         Adrian Guerra, CapStreet Group: What are the questions a business owner should ask him/herself before considering a Recapitalization?
·         Mark Leeker, Harbour Group: PE expectations toward existing management; the role of a PE partner.
·         Andy Wiegand, Peninsula Capital Partners: Common Recap structures; when is Mezz a good option?
·         Grant Jungeblut, Rock Hill Capital:  The Recap Timeline, from prospect identification to closing (and beyond).
·         Tom Ley, Seacoast Capital Partners: Enhancing business value with an exit in sight.
·         Michelle Eidson, Shorehill Capital: Defining, executing, and overseeing an aggressive growth strategy.
Deal Tips Presenters:
·         Will Liebmann, Dykema - Legal Documents
·         Eduardo Berdegué, Corporate Finance Associates - Leveraging a Sale
·         Kerry Ugarte, JP Morgan Chase - Estate & Financial Documents
·         Tommy Oliphint, One Advocate Group Legacy - Aligning Partner Resources

Networking Cocktail Reception 

Commonly utilized by private equity groups, a recap is an acquisition technique that allows a business owner to sell a portion of the business and retain some equity to take advantage of future growth. Private equity groups are savvy business partners who, in addition to capital, provide operational and organizational expertise that can increase the value of the business. Partnering with a private equity group through a recapitalization allows the business owner to diversify away some personal risk, while remaining in the company and potentially monetizing on the value of their retained equity for a second time when the company is sold again by the private equity investor. (Source: Forbes’ Divestopedia)
For more information:
For further information please contact: Dawn Southard @ (440)476-0476.
If you self-park for this event in the parking garage of the Frost Bank building, we will validate your parking. Sorry, but parking availability in the Frost garage is limited and not guaranteed. 
If you are unable to find parking in the Frost garage, here are a few alternatives:
Mac Lot @ 243 N. Main St., San Antonio, TX 78205
Kallison Lot @ 115 W Nueva St., San Antonio, TX 78205
SP+ Parking @ 200 N Main Ave., San Antonio, TX 78205
Continental Lot @ 118 N Laredo St, San Antonio, TX 78205
Travis Lot @ 201 Broadway, San Antonio, TX 78205
Rand Garage @ 129 Soledad St, San Antonio, TX 78205
Your registration for this event acts as an audio/video release and includes your permission for ACG Central Texas to use your image and comments captured on audio, video or photographic formats while attending the event for marketing and promotional purposes.

Cancellation Policy: Cancellations received in writing to by 5pm three days before the event will receive a full refund. There are no refunds for cancellations received after 5pm three days before the event. If you are an ACG Member unable to attend, you can transfer your registration to another person for this same event. If the person attending in your place is not an ACG Member, they will need to pay an additional fee to bring them up to the non-member rate to attend, unless they are an Investment Banker.