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IF YOU ARE A PE/IB FIRM INTERESTED IN ATTENDING OR A SERVICE PARTNER INTERESTED IN SPONSORSHIP, PLEASE CONTACT TUAN HOANG | THOANG78@GMAIL.COM
REGISTRATION IS OPEN!
PE/IB Roundtable DEALSOURCE By THE BEACH!
June 5-6th, 2024 | Hotel Casa Del Mar | Santa Monica, CA
Over 150+ PE/IB & M&A Dealmakers for 2 day of networking and 1-on-1 meetings!
This exclusive invitation-only DealSource is only open to Private Equity and Investment Bankers, and creates a heightened and efficient networking opportunity amongst a targeted group of your peers unlike any other event. Come experience 2 days of networking plus a full day of private 1-on-1 meetings with key PE/IB professionals!
AGENDA
June 5:
5:00PM: PE/IB Opening Night Reception
June 6:
DealSource @ Hotel Casa Del Mar – Santa Monica, CA
9AM Registration / Networking
10AM - 5:30PM DealSource Meetings*
5:30PM Networking Cocktail Reception
*Full slate of meetings dependent on availability
NOTE: Registration is by individual type- PE or IB. Please register accordingly.
Event Secondary Body
PE Roundtable Committee
Tuan Hoang, Chair
Jane Adams, Piper Sandler | Clay Bryan, B. Riley Securities | Erica Curello, Mainsail Partners |Jeremy Holland Riverside Company | Jamie Kim, Gallant Capital | Dulce Martinez, Palm Tree | Steve Moon, Kroll | Tyler McLinn, Moelis | Connor O'Byrne, Gemspring Capital | Matt Oehlmann, TELEO Capital | Mike Piric, Lincoln | Larry Simon, Clearview Capital | Evan Smith, Marlin Equity | Kevin Stephens, Houlihan Lokey | Jordan Stone, Platinum Equity | Jonathan Zucker, Intrepid
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Hosted by: ACG
Chapter
Los Angeles
Sponsors
Event Materials
Event Materials
Sampling of Past PE/IB AttendeesINVESTMENT BANKS:314 Capital Advisors Ardent Advisory Group Armory Securities Bank of America B. Riley & Co., LLC BMO Calabasas Capital Cantor Fitzgerald Cappello Global, LLC Capstone Partners Cascadia Capital CenterPoint M&A Advisors Chartwell AMG CriticalPoint Partners D.A. Davidson Drake Star Partners Fidus Partners Houlihan Lokey Integral Capital Advisors Intrepid Investment Bankers Jefferies Kroll Investment Banking Lazard Lincoln International Livingstone Objective Capital Palm Tree LLC Piper Sandler Raymond James Sage Group Solganick & Co. TD Cowen The Sage Group Truist Vaquero Capital White Ridge Capital Zukin Partners
PRIVATE EQUITY FIRMS: Alpine Investors American Resilience Partners Angeles Equity Partners Architect Equity Atar Capital Audax Group Aurora Capital Partners Balmoral Bertram Capital Bison Capital Blue Point Boathouse Capital CapitalSpring Centre Partners Management Century Park Capital Partners Charger Investment Partners Clearlake Capital Group Cohere Capital Cojourn Compass Diversified Corbel Capital CVF Capital Partners Cyprium Partners Endeavour Capital Excellere Freeman Spogli Gallant Capital Gemspring Capital Green Mill Capital Group 206 Gryphon Investors Hamilton Robinson Capital Partners HCAP Partners Heartwood Partners Heritage Point Partners LLC Highview Capital Hound Capital Industrial Growth Partners Interlock Equity L Squared Capital Partners Levine Leichtman Capital Partners LightBay Capital Lincolnshire Management Main Post Partners Mainsail Partners McCarthy Capital New State Capital Partners Nexus Capital Management Odyssey Investment P4G Capital Pacific Avenue Capital Partners Palladium Equity Pike Street Capital Platinum Equity RLH Equity Partners SBJ Capital Seaside Equity Partners Shoreline Equity Partners Skyview Capital Solace Capital Partners St Cloud Capital Staple Street Capital Sun Capital Partners Taubman Capital TELEO Capital Tenex Capital Management TerraMar Capital The Riverside Company TJC, LP Tower Arch Capital Transom Capital Truelink Capital Vance Street Capital VSS Capital Partners |