ACG NY Family Office Breakfast Meeting


Event Details


December 10, 2019 8:30 AM - 10:30 AM EST

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Understanding the Investment Bank/Family Office Relationship across the Deal Spectrum

Join us for a panel discussion with family office investors and investment banks who will answer these questions:

  • How are family offices perceived by Investment Bankers, Sellers and Lenders?
  • The dos and don’ts of interacting with investment Bankers
  • How do family offices generate deal flow via auctions and proprietary deals?
  • How to stand out as a family office in a competitive deal environment
  • And much more!


Brad Scholtz

Scott Capital Partners, LLC
Managing Director

Drew Bagin

Aeterna Capital Partners
Beatrice Mitchell

Beatrice Mitchell

Sperry, Mitchell & Company
Co-Founder and Managing Director

Beatrice is a Co-Founder and Managing Director of Sperry, Mitchell & Company, an investment banking boutique which specializes in arranging the sale or merger of private mid-market companies. She also co-owns Percival Scientific, a leading Iowa-based manufacturer of biological incubators and plant growth chambers. She is on the Board of Managers at Haverford College, a member of the Executive Committee and on the Board of the InterSchool Orchestras of New York, Chair of the Development Committee on the Board of ICD – The Institute for Career Development, and a member of the Board of Governors of Off the Record, a foreign policy forum.

Beatrice is a regular lecturer at the Columbia University Graduate School of Business; she has also lectured at the Stern School of Business at New York University and the Darden Graduate School of Business at the University of Virginia. She has been widely quoted in the financial and business press, including The Wall Street Journal, The New York Times, Financial Times, Forbes, Fortune, Business Week, Crain’s, USA Today, CNNand National Public Radio. Beatrice has been a featured speaker at numerous industry conferences and forums, including Bloomberg Breakaway Summit, ACG New York’s Annual Women’s Leadership Summit, and Kayo Women’s Private Equity Summit. She has consistently been recognized as one of The Most Influential Women in Mid-Market M&A by Mergers & Acquisitions.

Beatrice is the co-author of The Complete Guide to Selling Your Business, which is in its third edition and is also published in Chinese.

Beatrice received a B.A. from Yale University and an M.B.A. from the Columbia University Business School.

Dan Office

Daniel Office

Sperry, Mitchell & Company
Managing Director

Daniel Officer is a Managing Director at Sperry, Mitchell & Company and is primarily focused on marketing and executing deals. Dan has transaction experience in a variety of industries, including manufacturing, chemicals, distribution, packaging, business services, energy, and consumer products.  Dan was chosen as the Dealmaker of the Year by ACG New York in 2015 and recognized in 2016 as an Emerging Leader by The M&A Advisor. Dan is a former member of the Investment Banking Committee for ACG New York and Vice Chaired the ACG New York Manufacturing Conference in 2017.  Dan also formerly served on the Associate Board of Teach for America New York.

Event Secondary Body

Open to Single Family Offices ONLY.

Hosted by: ACG
New York

Event Materials

Event Materials

Event Related Questions?
Contact Kara Gomes at or call 212-489-8700 x4