March 5, 2020 8 AM - 10 AM EST
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Operating Partners Briefing - The Post Acquisition 100 Day Plan
- Trends that affect the OPs role
- Technology and automation as key drivers
- When to use in-house team vs. outside support partners
- Case studies on determining focus and priority, planning vs. implementation
& handling strategic and tactical improvements
Cory A. Eaves
Cory A. Eaves is an Operating Partner and part of General Atlantic’s Operations Group, providing strategic support and advice to the firm’s investment teams and portfolio companies with a focus on technology, operations and digital transformation. Before joining General Atlantic in 2009, he was Executive Vice President, Chief Technology Officer and Chief Information Officer at Misys plc. Earlier in his career, he served as Chief Technology Officer of SSA Global, one of the world’s largest enterprise software providers and a former General Atlantic portfolio company. He holds a BS in electrical engineering from the University of Iowa and an MBA from Babson College, and is a graduate of the Harvard Business School’s Advanced Management Program. He currently serves as chairman of the board for the Marfan Foundation and advisor for NetHope.
David Muhlenkamp is a Managing Director and heads Lindsay Goldberg’s portfolio operations efforts, where he assists families, founders, and management teams to achieve their growth and value creation objectives.
David brings nearly two decades of experience in management and operations, most recently as an Operating Partner for The Jordan Company. David’s operations and board director experience spans multiple private equity investments and sectors, including industrials, logistics and transportation, healthcare, food service, energy, and chemicals.
David previously had worked at Citigroup and Booz Allen Hamilton after serving as an officer in the United States Army. He holds a BS from the United States Military Academy at West Point and an MBA from Harvard Business School.
Rhonda Rosen is a consulting Chief Financial Officer for public and private companies. She has played a variety of roles across her career including: financial and strategic advisor to operating partners, management teams, boards and investors; managing finance operations; and originating and executing advisory assignments, acquisitions, divestitures and public and private financing transactions for alternative and traditional asset management companies, private equity firms and insurance companies, negotiating and closing transactions ranging in size from $50 million to $7 billion.
Ms. Rosen brings over two decades of experience in financial management, reporting and operations; investment banking; and investor relations. She serves as the Consulting Chief Financial Officer for several companies today, many of which are backed by Venture Capital, Private Equity and Family Office firms. Ms. Rosen’s financial and board director experience spans multiple sectors, including pharma, medical IT and medical device; insurance and asset management; e-commerce consumer products; and SaaS product offerings. Her clients today range from pre-revenue to $25 million in annual revenue.
Ms. Rosen holds both an MBA and a BS degree from The Wharton School and a MS in Taxation from the Fox Business School. She is a Certified Public Accountant and holds numerous licenses with FINRA.
Moderator, Doug Hockenbrocht
Doug has more than 30 years of experience in improving the operations of manufacturers, distributors and services firms through enabling information technologies. He co-leads the firm’s disruptive technologies center of excellence. He has worked for start-ups, middle market and multi-billion, global organizations. Doug performs IT due diligence, transition planning, and transition activities. He works with private equity groups to ensure IT transition service agreements are constructed that reflect the needs of the deal before, during, and after the transaction. During the transition, he assists portfolio companies in improving operations through assessing, justifying, selecting, implementing and optimizing enterprise resource planning (ERP) and other IT systems. Doug’s industry expertise includes automotive, medical device, food and beverage, chemical, industrial, distribution and private equity. Doug is a member of ACG, Society of Information Management (SIM) and APICS. Doug’s educational background includes a Bachelor of Science in business administration and systems analysis from Taylor University in Indiana and participation in the MBA program at the University of Michigan.
Thank You to Our Event Co-Chairs
Thank You to Our Programming Committee
Committee Members: David Bigelow, Fiduciary Trust International; Kathy Colborn, Resourcive; John Dadakis, Holland & Knight; Bryan Huber, SAB CAPITAL, LLC; Amir Jairazbhoy, TresVista; Ateet Mathur, PRACTUS; Marcia Nelson, Alberleen Family Office Solutions; David Smith, Strategic Insurance Partners
Hosted by: ACG
$75 - ACG New York Member
$95 - ACG Member of Another Chapter
$125 - Non-Member
Attendance will be limited to pre-acquisition deal partners, post-acquisition operating partners, portfolio company executives and value creation service providers (post acquisition consultants, accountants etc.) If you are uncertain about meeting the criteria to attend, please email Vikash Magdani, ACG New York Executive Director at email@example.com.