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Event Details
When:
November 9, 2026 1:30 PM - 8 PM EST
Where:
The Metropolitan Club
Overview
Join ACG New York on November 9th for an exclusive, one-day event bringing together top dealmakers, strategic acquirers, family offices, LPs, GPs, and operating partners.
The day features curated one-on-one meetings, industry-specific programming, and focused sessions including the Strategic Acquirers Forum, Family Office & GP/LP Summit, and the Value Creation Forum. The event concludes with a vibrant Opening Night Reception — the perfect setting to connect, exchange insights, and kick off Middle Market Week©.
DEAL DAY HIGHLIGHTS
- Dealmaker Exclusive DealSource
- Value Creation Forum
- Family Office, LP, GP Summit
Speakers
JOHN BOVA
VP of Corporate Development, Operating Partner
Ondas Networks
DAVE DEFELICE
Principal and Portfolio Operations Lead
Stone-Goff Partners
JOE GWOZDZ
Operating Partner
Edison Partners
BENJAMIN HUMPHREYS
Operating Partner
Monomoy Capital Partners
MARC JOURLAIT
Operating Partner
The Riverside Company
BRIAN KMET
Senior Partner, Global Head of PE Portfolio Company Value Creation
Bain & Co.
STEVE LINCOLN
Vice President of Sales, Mid Market & International
ZoomInfo
DAVID NEIKRUG
CEO
Optimatum Solutions
LEONARD NUARA
Founding Partner
Flatiron Law Group
SOUVICK PAUL
Principal, Technology and Innovation
Frazier Healthcare Partners
BOB RUMER
Operating Partner
Adelphi Capital Partners
HANNAH SCHREAGER
Private Equity Partnership Manager
Carta
BRIAN SIMER
Performance Improvement Partner
Crowe Advisory LLC
EMILY STEEN
AI Solutions Developer
Thrive
CASS ZIEBEL
Principal
ParkerGale Capital
MATT WEISS
Partner
Ciridae
SIDD JIYANTY
Value Creation Head
TresVista
JOHN BAGGE
Vice President
JMC Family Office
JOE CALDWELL
CEO
Municipal Parking Services
CANDICE FORBES
Partner
Kalos Transaction Advisory
BEAU HARALSON
CEO
528 Partners
ROSA HATHAWAY
Co-Founder & General Partner
Starframe Capital
DAVID LUFTGLASS
Director of Partnerships and Investor Relations
Andromeda Ventures
JOSH MAYFIELD
Managing Director
Texas Capital
KEITH MENIG
Director
Clear Haven Capital Management
STEVE ORR
Chief Investment Officer
Texas Capital Bank
ASHISH PARIKH
Principal
Quiq Capital
BRAD SCHOLTZ
Managing Partner
Scott Capital Partners, LLC
CHRIS TAYLOR
Head of Private Credit
Third Point
RT TREVINO
President
Pecos Energy
MARCIA NELSON
Executive Director, Family Office Coverage – IB, Sales & Trading
Texas Capital
SASHA BERNIER
Managing Partner
Hestia Holdings
COREY MASSELLA
Partner
UHY
EMERSON GARNETT
Principal
Balerion Space Ventures
PETER THURLOW
Shareholder
Polsinelli
JOHN S. CASTLE
President and Chief Executive Officer
Branford Castle Partners
OLIVIA FENG
Vice President
BDA Partners
PATRICK GILLIGAN
M&A and Development
Marubeni Corporation
GERARD MCINNIS
Senior Partner
Kalos Transaction Advisory
JASON PERLROTH
Principal, Head of Business Development
Southfield Capital
KAPIL PURI
Head of Mergers & Acquisitions
BIC International
TED SPEYER
Managing Director
DA Davidson & Co.
DANIEL WANG
Managing Director
Harris Williams
LEVI WEISZNER
Senior Account Executive, Private Equity
SS&C Intralinks
JEFFREY GORDON
Managing Partner
The Riverside Company
BILL DUPEE
Partner, Advisory | Transaction Advisory Services Leader
Aprio
