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

Founder & CEO. 15+ years in AI/ML engineering, leading Local AI's work moving enterprise AI from pilot to production.

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Anthony Calistro

Anthony Calistro

Local AI
Director

Director, Strategic Partnerships & Client Delivery. 11+ years in sales and client management, connecting business owners with practical AI enablement.

Hosted by: ACG
Chapter
Minnesota
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