ACG NY Forward 1:1 Dealmaking & Luncheon - February 2020

ACG NY Forward 1:1 Dealmaking & Luncheon - February 2020

Event Details


February 6, 2020 10:30 AM - 12:30 PM EST


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Make it Rain: Deal Flow and Business Development for the Up-and-Comer
Join our panelists for a discussion on how to drive deal flow and increase revenue for your practice. Does cold calling still work? What about social media? Meet for coffee or host a conference call? Find out what channels and strategies work best for our panelists and leverage their experience into your success.
For those unfamiliar, ACG NY Forward is the effort to involve any and all Associate or VP-level members involved in M&A, Private Equity, or related transactional firms or service providers in the Tri-State area. Whether you are just starting out or looking to move to the next level, this is the event for you!


Ejim Achi

Ejim Achi


Ejim Achi represents private equity sponsors in connection with buyouts, mergers, acquisitions, divestitures, joint ventures, restructurings and other investments spanning a wide range of industries and sectors, with particular emphasis on technology, healthcare, industrials, consumer packaged goods, hospitality and infrastructure.

Matt Hadley

Matt Hadley

High Road Capital Partners
Senior Associate - Business Development

Matt Hadley is a Senior Associate on the Business Development team at High Road Capital Partners, where he is focused on deal sourcing and establishing relationships with business intermediaries across the U.S. and Canada.  Previously, Matt worked at Solebury Communications, an investor relations advisory firm.  Matt received his B.S. in Biology from Bucknell University.

Rebecca Yu

Rebecca Yu

BelHealth Investment Partners
Vice President

Rebecca Yu serves as Vice President, and serves on the Board of Directors of Gemini Bioproducts. Her responsibilities range from deal origination and structuring to due diligence, execution and portfolio company monitoring. Previously, Rebecca worked at Warburg Pincus, where she focused on healthcare and consumer investing. Rebecca began her career at Goldman Sachs in Mortgages Trading. Rebecca received an A.B. in Physics from Princeton University and an MBA from Stanford Graduate School of Business, where she was an Arjay Miller Scholar.

Al Taj

Al Taj

Gray Eagle Capital Partners
Managing Partner

Al Taj is a Managing Partner at Gray Eagle Capital Partners. Prior to Gray Eagle, Al was a senior M&A legal advisor at Citigroup where he counseled senior management on global strategic acquisitions, divestitures and partnerships. Prior to that, he worked at Skadden, Arps and Legg Mason. Al has a bachelor’s degree in finance from Temple University, a law degree from the University of Pennsylvania Law School and is a Chartered Financial Analyst charterholder.

Howard Moore

Moderator, Howard Moore

Gerber Finance
Vice President

Howard Moore is vice president of marketing at Gerber Finance. Moore brings extensive experience working with a wide variety of companies. In this role, he will be responsible for generating, analyzing, building and managing new client relationships.

Event Secondary Body
8:00AM Registration/Breakfast for One on One Meetings *INVITE ONLY
8:20AM-10:20AM One on One Dealmeetings *INVITE ONLY
10:30AM Registration
11:00AM Program, followed by Q&A
12:00PM Buffet Lunch
Event will conclude by 12:30PM

THIS PORTION OF THE EVENT IS INVITE ONLY* One-on-One dealmaking meetings will take place between private equity and investment bank participants prior to the program from 8:00am-10:30am. Pre-registration is required. Email Amanda Luckie,,  for information. The intention is to bring together industry professionals from investment banks and private equity firms for a series of one-on-one meetings for an opportunity to review and share deal flow opportunities within the market. Each bank will meet privately with a PE firm for 20 minutes to discuss  recent firm activity, potential deals and broader market dynamics.


Forward Committee
Committee ChairDavid Zawitkowski, Citrin Cooperman
Committee Members: Michael Friedberg, Arrowhead Investment Management; Ian Bone, Save A Lot; Matt Fegan, Plante Moran; Benjamin Horowitz, AJG; Kamran Khaliq, Integro Insurance Brokers; Rohani Mahyera, Morrison & Foerster LLP; Rohit Malrani, SourceScrub, Inc.; Marissa Mann, Saratoga Investment Corp; Howard Moore, Gerber Finance; Ben Newman, Sixpoint Partners; Toral Parikh, Baker Tilly; Jonathan Tang, Empire Valuation; Hayden Tyson, MCP Funds; Nicholas Verhein, Oppenheimer & Co. Inc.; Raymond Wong, HSBC; Jingqi Wu, ADP Private Equity; Jack Wyatt, Member Citi - Credit Opportunities

Hosted by: ACG
New York

Event Materials

Event Materials

Questions about the event? Contact Amanda Luckie at

Questions about sponsorship? Contact Vikash Magdani at

$65 ACG Forward & NY Member
$75 Other ACG Chapter
$85 Non-Member
Additional $75 if you are participating in the one on one meetings.