Operating Partners

Are you an Operating Partner—currently employed by a private equity fund, family office, or other financial buyer—responsible for driving value creation in the portfolio?

Luckily for you, ACG has put together a series of learning and networking opportunities to help you do just that.

ACG has always been a vital resource for PE firms who operate in the middle market, and we’ve formed a dedicated Operating Partner advisory committee to help you drive value creation and accelerate growth in your portfolio. 

The following opportunities will allow you to share best practices and strategies to help you achieve your goals in this increasingly dynamic and pivotal role within private equity.  

 

Here’s What’s on Deck:

Operating Partner Roundtable
December 15 | New York, NY
By Invitation Only—Exclusive to Operating Partners

Agenda (all times are EST)

10–11 a.m.: Coffee and Open Networking 

11 a.m.–12 p.m.: Roundtable: Strategic Pricing Strategies for Portcos Amid Rising Inflation and Economic Uncertainty 

  • Lane McDonald | OMERS, Managing Director, Strategy & Operations
  • Jorge Rosales | Serent Capital, VP Growth Team

12–1 p.m.: Networking Lunch 1:15–2:15 p.m.: Roundtable: Managing Portco Budgets in a Recession

  • Joe McDougall | Trive Capital, Operating Partner
  • Gabe Mesanza | Huron Capital, Partner

2:30–3:30 p.m.: Roundtable: When to Outsource and How to Select and Manage Service Providers 

  • John Broderick | Argosy, Operating Partner
  • Geoffrey Baird | Palladium Equity, Operating Partner

3:30–4:30 p.m.: Networking Reception

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Operating Partner Virtual Event

March 2, 2023 | Virtual
Open to All Value Creation Professionals

Sessions to Cover:

  • Talent Acquisition and Retention Strategies
    • DJ Marshall | P4G Capital, Managing Director 
    • Kunal Mehta | Bain Capital, Expert Partner
    • Joe McDougall | Trive Capital, Operating Partner
    • Drew Scielzo | ACON, Operating Partner
  • Sales and Pricing Strategies: 
    • Zorian Rotenberg | Charlesbank Capital Partners, PE - GTM, Sales & Revenue Growth,
    • And More
  • Cyber Security:  
    • Carrie DiLauro | Hamilton Robinson Capital Partners, Director, Operations & Marketing
    • Jess Pizzo | Court Square Capital Partners, Resource Partner
    • Brit Yonge | Corsair Capital, Operating Partner
    • And More

 

Operating Partner Forum at DealMAX

May 8, 2023 | Las Vegas, NV
Exclusive to Operating Partners

Sessions to Cover:

  • Outsourcing Strategies for Operating Partners 
  • Due Diligence
  • ROI of R&D
  • Operating Group Structures and KPIs
  • Talent Acquisition and Retention Strategies

Learn More