ACG NY Forward 1:1 Dealmaking & Luncheon - June 2019

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Forward - Sold Out

Event Details

When:

June 26, 2019 10:30 AM - 12:30 PM EDT

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Overview

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THIS EVENT IS SOLD OUT!

Join our Forward 1:1 Dealmakers for networking, panel and lunch!

You are invited to join ACG NY Forward for a luncheon program for any Associate or VP-level members involved in M&A, Private Equity, or related transactional firms or service providers in the Tri-State area.  We will have an in-depth discussion with panelists from Private Equity, Junior Capital, and Advisory firms to discuss M&A trends, capital markets, and the broader economic environment.

Moderator, Matthew J. Fegan, Forensic & Valuation Services Senior Manager, Plante Moran
Jack Bernstein, Vice President, Monroe Capital
Michael Friedberg, Vice President, Arrowhead Investment Management
Alex Gulotta, Senior Associate, Great Point Partners

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 kgomes@acgnyc.org 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.  This is the first Forward event where our younger professionals will be able to participate in this type of forum. 

Speakers

Matthew Fegan

Matthew J. Fegan

Plante Moran
Forensic & Valuation Services Senior Manager

Business valuation experience

Matt has over 10 years of business valuation experience including valuation of numerous ownership interests in closely held businesses and intangible assets for a wide variety of purposes including management planning, gift and estate tax, healthcare compliance, financial reporting (ASC 350, 360, 718 and 805), employee stock ownership plans, and acquisition/sale advisement, among others. Industries involved in the business valuation services include healthcare, manufacturing, distribution, retail, technology, transportation, and real estate.

Jack Bernstein

Jack Bernstein

Monroe Capital
Vice President

Education

  • University of Michigan, Stephen M. Ross School of Business, B.B.A.
  • Columbia Business School, M.B.A.

Experience

  • HIG Capital, Associate
  • Deutsche Bank, Analyst

Hometown: Great Neck, NY

Favorite Food: Steak

Favorite Movie: Lone Survivor

Michael Friedberg

Michael Friedberg

Arrowhead Investment Management
Vice President

Michael is a Vice President at Arrowhead. He is involved in the evaluation, execution and monitoring of transactions. Prior to joining Arrowhead, Michael worked in the Leveraged Finance Group at HSBC as a generalist. Michael received a BBA with a concentration in Finance from Emory University.

Alex Gulotta

Alex Gulotta

Great Point Partners
Senior Associate

Select GPP Investments

  • Aris Radiology
  • Autism Learning Partners
  • Bionova Scientific
  • United Claim Solutions
  • VitaLink Research

Education

  • B.B.A. Emory University Goizueta Business School

Prior Experience

  • Stifel Nicolaus

Other

  • Varsity Basketball, Emory University
Hosted by: ACG
Chapter
New York
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Event Related Questions?

Contact Kara Gomes at kgomes@acgnyc.org or call 212-489-8700 x4