Agenda

Lunch Program

• Welcoming Remarks
• ACG Cup Presentation
• 2020 Dealmaker of the Year
• Keynote Speaker

Panel #1 - Trends & Strategies for Successful Mergers, Acquisitions and Growth Equity Investments
 

Capital earmarked for acquisitions and growth investing is abundant and climbing. Regardless of whether a business owner is looking for a liquidity event or growth capital, the same key principle for a successful transaction remains: have a clear and concise growth story with a straight-forward implementation strategy. Investing new capital for organic growth paths or “bolting on” capabilities or relationships through acquisitions are two key strategies that buyers underwrite to support growth. Join this panel of active private equity professionals as they discuss the key strategies for a successful transaction, and also touch on the current state of middle-market M&A and growth capital investing environment.

Moderator:  Geoffrey Loos, Managing Director, CapM Advisors
Panelists:
Jeremy Holland, Managing Partner, The Riverside Company
Clint Peterson, Managing Director, Peterson Partners
John Willert, Managing Director, Capital Partners
Davis Warnock, Managing Director of Prelude, Mercato Partners
 

Successful exits require considerable planning, alongside having a great business. Whether an IPO, a sale to a strategic buyer, or a recapitalization with a private equity fund, achieving an exit that meets or exceeds an investor’s desired objectives or outcome can take years of deliberate effort. Although every business is unique, there are key strategic and business fundamentals that transcend industries. Business leaders and owners need to consider the long-term viability of an enterprise, such as investments in technology & systems, governance, talented teams, operational structure that impacts financial trajectory or profile, and growth strategies, in advance of exploring a liquidity event. Join our panel of talented and experienced professionals as they discuss getting a business ready for an IPO or exit.

Moderator:  Regan Guth, Senior Vice President, Diversified Insurance Group
Panelists:
Rob Bachman, Corporate Controller, Qualtrics
Mark McBride, CFO, DigiCert
Sam Orme, Managing Director, Bank of America
Derrick Porter, CEO, Beauty Industry Group

In today’s ever-changing tariff and treaty landscape, navigating the supply chain can often seem like fighting a losing battle. Change presents challenge but also great opportunity. What unique challenges do companies face today in managing their network of suppliers and vendors, and what does the future hold? How can a company protect itself from disruption or stay ahead of the game? How do you keep the fundamentals of building a scalable and responsive supply chain in mind, while dealing with a changing set of rules? Join our panel of experts as they share their recent experiences and supply chain expertise in this constantly changing environment.

Moderator:  Scott Young, Partner, Stoel Rives
Panelists:
Thomas Burton, General Counsel, Traeger Grills
Autumn Hindman, CFO, Skullcandy
Dain Hodson, COO, BodyGuardz
Chuck Wach, COO, LifeVantage