ACG NY Monthly Breakfast Meeting - March 2020

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ACG NY Monthly Breakfast Meeting - March 2020

Event Details

When:

March 5, 2020 8 AM - 10 AM EST

Where:
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Overview

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Operating Partners Briefing - The Post Acquisition 100 Day Plan

Operating Partners (OPs) play an increasingly important role in portfolio company value creation. In their role as key points of contact with company management, they can have unique insights into portfolio company challenges, needs and opportunities. As a result, they are often called upon to bring specialized expertise to the table, either directly or through trusted advisors. Expectations regarding the contributions of OPs are high with pressure even higher.
 
Join us as we explore how OPs bridge the delta between pre-acquisition expectations and post-acquisition realities. Our panel of experts will share their personal experiences detailing lessons learned through the challenges, mistakes, surprises, and solutions of their ever-evolving role.
 
Topics Include:
  • 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
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 vmagdani@acgnyc.org.

Speakers

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Cory A. Eaves

Cory A. Eaves

General Atlantic’s Operations Group
Operating Partner

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. 

 

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D.Muhlenkamp

David Muhlenkamp

Lindsay Goldberg
Managing Director, Head of Portfolio Operations

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. 

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Doug-Hockenbrocht

Moderator, Doug Hockenbrocht

Plante & Moran
Partner

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.

Event Secondary Body

Thank You to Our Event Co-Chairs

David Bigelow, Fiduciary Trust International
Kathleen Colborn, Resourcive
Ateet Mathur, PRACTUS

Thank You to Our Programming Committee 

Vikash MagdaniExecutive Director, ACG New York  
Angela RaitzinCommittee ChairFirst Republic Investment Management  
Phil DubinskyCo-Chair, Thoroughbred CFO

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
Chapter
New York
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PRICING

$75 - ACG New York Member
$95 - ACG Member of Another Chapter
$125 - Non-Member

Late Registration Pricing of $150 will go into effect on March 4th.

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 vmagdani@acgnyc.org.