2025 ACG NY DealMakers Series – May Edition

Share:
Image
AI NY DealMaker Event 2025

Event Details

When:

May 13, 2025 6 PM - 8 PM EDT

Where:

Register Now

Add to Calendar
Event Secondary Body

As part of the ACG NY DealMaker Series, we welcome tristate dealmakers to discuss AI in DealMaking.

Join us for a discussion on how dealmakers are using AI to enhance their dealmaking processes, making them more efficient and successful. We will explore the applications currently in use, the future vision of dealmaking, and the impact of AI on deal professionals in the Middle Market. This event will feature industry experts as we delve into these topics and more. Additionally, you will have the opportunity to network and engage in discussion with fellow dealmakers from the tristate area while enjoying cocktails and hors d'oeuvres.

This event series is only open to Fund Managers, Investment Bankers, Lenders, Family Offices, VCs, Independent Sponsors, and Corporate Strategic Acquirers. Your registration will be refunded in full if you do not qualify to attend.

 

ACG NY DEALMAKER SERIES

The DealMaker Series hosted by the ACG NY PE/IB Committee, combines the popular and much coveted ACG NY PE/IB Networking Series and Strategic Acquirer series. This new franchise of quarterly meetings is held exclusively for an intimate audience of invite only Private Equity Executives, Investment Bankers, Corporate Development Officers and invited guests.  

Steered by the ACG New York PE/IB Committee and Strategic Acquirers Committee, each intimate peer-to-peer gathering is an excellent forum for ACG NY member only PE/IB executives, CDOs and special guests including lenders to share experiences and best practices while developing relationships in a convenient, enjoyable and relaxing setting.

PLEASE NOTE: This event series is only open for Fund Managers, Investment Bankers, Lenders and Corporate Strategic Acquirers. You registration may be revoked if you do not comply. 

MEET THE SPEAKERS

Image
Clive Cooper
Clive Cooper
Global Head of Private Equity
Finquest
Clive Cooper is a Global Sales Leader skilled at introducing Financial Services firms to ground-breaking technology, data and professional services. Helping investors and businesses grow by adopting the best organic and bolt-on strategies.

Currently introducing the worlds biggest and best Private Equity funds to Finquest. Finquest is the premier big data and AI company focused on identifying and connecting its clients with relevant off-market acquisition and investment opportunities across the globe.

While not generating deals and helping allocate capital, Clive volunteers at the local Surf Life Saving Club, participate in running + cycling events, and actively contribute to Private Equity Associations.
Image
Weiyee In

Weiyee In
CIO
Protego Trust Bank

Weiyee In [殷 維一] while a native of New York City, has spent the large majority of his professional career as an expatriate working for several of the largest multinational banks globally across London, Paris, Hong Kong, Taiwan and Southeast Asia. Mr. In currently serves as CIO of Protego Trust Bank, a chartered financial institution focused on digital asset custody, trading issuance needs of institutional investors. Additionally, his experience spans more than two decades as a publishing Wall Street technology analyst, Sustainability Strategist (Environmental Social Governance), TMT equities strategist, Head of Telecoms, Media and Technology Equity Research and Director of Equity Research across multiple banks including UBS and BNP Paribas. Mr. In has been an angel investor across FinTech, CNN, New Media, AI, Data Analytics, developing Regulatory advisory & solutions development using NLP, AI, LLM, RPA, iML for MiFID II, GDPR/PII, FATF/GAFI (AML, KYC, CTF), BSA, Sapin II, PEP, UBO, SOE, MSOE; advisor for financial custody & trust, DLT integration and trade analytics. He has been both an angel investor and advisor to technology startups across Asia and Europe in semiconductor design, robotic automation in industrial workflow (software and hardware). data analytics and machine learning for industrial production.

Image
Corey Massella

Corey Massella
Partner
UHY LLP

Corey Massella has over 25 years of experience as an entrepreneur, tax and business advisor, and as a specialist in SEC accounting and audit services. Additionally, Corey has experience serving as a Private Equity and Technology Industry Group Practice Leader for a top 20 accounting firm.

Corey has successfully guided his clients through all facets of the mergers and acquisitions transaction cycle to help them make critical decisions while ensuring transactions are strategic and seamless.

Image
Cory McNeley
Cory McNeley
Managing Director - Transformation Solutions
UHY

Background

25 year’s experience in industry and consulting with a focus on technology,  process optimization, and materials management

 

Professional Experience

Developed predictive technology for forecasting margin improvement  opportunities for fortune 50 retail organization
Developed machine learning platform used to predict and identify fraud and risk exposure at a fortune 200 retail organization
Designed, developed and implemented predictive modeling used in identification supply chain risks
Designed, developed and implemented proprietary analytics software to identify manufacturing defects.

THANK YOU TO OUR SPONSORS

Lead Partner    
Image
Akerman
Image
CohnReznick
Image
Globalization Partners
Image
Plante Moran

 

Image
UHY 2025 Logo
 

 


Hosted by: ACG
Chapter
New York
Share:

Event Materials

Event Materials

This event series is only open for Fund Managers, Investment Bankers, Lenders and Corporate Strategic Acquirers. You registration may be revoked if you do not comply. 

Please contact ACG New York for more information.

Pricing:
$250 ACG Member 
$275 Non-Member 

ACG NY In-Person Event Terms & Conditions