October 23, 2019 6 PM - 9 PM EDT
Join us for Networking, Open Bar, Hors D’oeuvres and Presentation
October 23, 2019
6:00pm – 9:00pm
The Madison Hotel, Morristown, NJ
Private Equity and Family Owned Business
A Match Made in Heaven or a Shotgun Wedding?
As a business owner, selling to or working with outside Private Equity investors can be challenging and rewarding at the same time. Private equity is a good option in many cases however there are many external factors over which the owner has no control, so going into the partnership more aware of all the adjustments will help you make the right decision. Please join us to learn directly from a panel of experts from Private Equity and family run business that has successfully partnered with a PE firm.
- How to approach working with a PE firm
- Living with PE - how does a family protect their ownership and grow with an outside investor
- Can PE maximize the value of your business?
Early Bird Rates Expire Friday, October 18, 2019
Members of ACG NJ $90 (After Oct. 18 - $105)
First Time Attendees $90 (After Oct. 18 - $105)
Non-Members of ACG NJ $100 (After Oct. 18 - $115)
Cancellation policy: Full refund less 3% processing fee if cancellation received by 5:00 pm Friday, Oct. 18, 2019.
Bruce Eatroff is the Managing Partner of Halyard Capital, a lower middle market New York-based private equity firm with over $600 million of assets under management. Founded in 2000, Halyard focuses on investments in founder owned Technology-Enabled Services businesses including Digital Marketing, IT Services, Healthcare and Human Capital Management. Halyard invests $10-$40 million per company in both control and growth capital transactions. The typical company size is between $10 and $50 million of revenue and profitable. Prior to founding Halyard, Bruce was an investment banker at Goldman Sachs, UBS and CIBC. Mr. Eatroff has an MBA from The Wharton School and a B.A. from Lafayette College.
Rakesh (Rick) Jain was most recently a managing director and Investment Committee member at Star Mountain Capital, with over two decades of alternative investment management experience with the majority of that time spent managing private debt and private equity funds in the U.S. middle market. At Star Mountain, Mr. Jain helps lead the firm’s direct investment activities and is involved in all aspects of investment origination, underwriting and portfolio management. Mr. Jain joined Star Mountain from Green Brook Capital Management, a private investment firm that he founded in 2009, which focused on providing flexible private debt and equity solutions to middle market companies, primarily in the services sector. While at Green Brook Capital Management, Mr. Jain invested over $200 million in sponsored and non-sponsored private credit (unitranche, senior, mezzanine, distressed) and equity-related investments across 12 companies.
Alan D. Sobel, the Managing Member of SobelCo, is responsible for facilitating the strategic direction and the day-to-day management of the firm. Alan has considerable experience with mergers and acquisitions and delivers added value working with clients on sourcing deals, negotiating and structuring transactions, financial and business due diligence and transaction financing.
In addition, Alan advises business owners of privately held entities in the manufacturing, retail, construction, distribution, real estate development and financial services industries, applying his expertise in the areas of financial reporting, tax planning for businesses and high net worth individuals, and strategic business planning. Click here to read more
Angus Miller (moderator)
Angus joined UBS Financial Services in 2013 from Morgan Stanley as a Wealth Management Advisor. Angus and his partners deliver sophisticated wealth management strategies to Senior Corporate Executives, Entrepreneurs and Non-Profit organizations on a global basis. Angus’ responsibilities include customizing portfolio strategies, formulating financial and estate plans, advising on philanthropic strategies, concentrated stock diversification and hedging solutions as well as corporate retirement plans.