2nd Annual PE Summit: The Big Deal- Presented by Ballard Spahr

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PE Summit

Event Details

When:

October 20, 2026 10 AM - 6 PM CDT

Where:
Location Name
Machine Shop

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Overview

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Join us for an Exclusive one-day event presented by Ballard Spahr that brings together private equity firms, investment bankers, and industry professionals for a full day of middle-market dealmaking.
 
Featuring a BOLD Transaction Panel: Northborne Partners shares details of their recent “BOLD Transaction” winning deal story.”

*NEWLY ADDED* AI Across the Deal Lifecycle
A practical playbook for private equity, from diligence to portfolio scale

These sessions follow a deal from start to finish protecting sensitive data, evaluating AI during diligence, creating value in the first 100 days, and scaling what works across the portfolio. They draw on real examples from lower middle market manufacturing, 
distribution and services companies, and close with open Q&A.


Keep Your Deals Private | Using AI without leaking sensitive deal data

Diligence AI | What to look for in a target's AI capabilities and risks

The First 100 Days | Where AI actually moves the needle after close

Scaling Across the Portfolio | What works at one company and rolls out to the rest

AI in the Real World | Examples from lower middle market manufacturing, distribution and services

Open Q&A | Bring your questions

Book your session through the Dealsource Portal

 Event Schedule
  • 9:00 a.m. – Arrival & Check-In
  • 10:00 a.m. – 1:20 p.m. – DealSource Meetings
  • 11:30 a.m. – 1:00 p.m. – BOLD Transaction Panel & Lunch
  • 1:00 p.m. – 5:00 p.m. – DealSource Meetings
  • 5:00 p.m. – 6:00 p.m. – Dealmakers Social & Networking
     
Registration Opportunities
Table Packages (includes 2 registrations and dedicated meeting table)
  • Investment Banker with Table – Free
  • Private Equity Firm with Table – $350 (full event access)
  • Sponsor Table (includes one sponsor, one dealmaker table, two registrations, and full event access) – $1,500
     
Event-Only Registration
  • Member – $99
  • Non-Member – $125
 
See Who's Already In:
 
 

Speakers

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Mike Halagan LocalAI

Michael Halagan

Local AI
Founder and CEO

Mike Halagan, Founder & CEO

Mike Halagan is the Founder and CEO of Local AI, bringing more than 15 years of experience in AI and machine learning engineering. He leads Local AI’s work helping enterprises move AI beyond the pilot stage and into secure, scalable production—turning emerging technology into practical business solutions.

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Anthony Calistro

Anthony Calistro

Local AI
Director - Strategic Partnerships & Client Delivery

Anthony Calistro, Director, Strategic Partnerships & Client Delivery

Anthony Calistro is Director of Strategic Partnerships & Client Delivery at Local AI, bringing more than 11 years of experience in sales and client management. He works closely with business owners and leadership teams to identify practical AI opportunities, translating business needs into solutions that drive efficiency, growth, and measurable impact.

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AJ Geddes

AJ Geddes

Local AI
Chief Technical Officer

AJ Geddes, CTO

AJ Geddes is the Chief Technology Officer of Local AI, bringing more than 33 years of experience building and scaling production infrastructure. He leads Local AI’s technical delivery, guiding solutions from early prototypes through secure, reliable, enterprise-scale deployment.

Hosted by: ACG
Chapter
Minnesota
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