October 2, 2019 11:30 AM - 1:30 PM EDT
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Effective M&A Deal Sourcing - What Works Today
With greater competition for Deals, the amount of available capital and increased fundraising competition, now more than ever, Deal-Sourcing is a top priority for Private Equity Investors.
Topics of discussion will include:
- Strategies for leverage your network of Advisors for sources of Deal-Flow
- Key metrics a Deal-Origination professional can use before actively pursuing a Seller
- Strategy differences between a new platform acquisition and an add-on acquisition
- Technology's impact on the Deal Sourcing function
- How Co-Investment with Independent Sponsors and Family Offices can affect your Deal-Sourcing Strategies
Mr. Fugaro leads Guardian’s business development team. He is responsible for developing and managing Guardian’s origination initiatives for new and existing portfolio companies. He has been with Guardian for nine years and manages a broad network of strategic relationships with corporations, investment bankers and other intermediaries. Additionally, Mr. Fugaro has extensive deal execution experience in all phases of the investment process and has portfolio company oversight responsibilities for Tactical Medical Solutions, Inc.
Prior to Guardian, Mr. Fugaro had a professional career in financial advisory and strategy consulting. He was an investment banker within Griffin Financial Group LLC where he provided merger and acquisition and capital raising services. Early in his career, Mr. Fugaro was a management consultant with Greenwich Associates, where during his tenure he ran the domestic commercial banking research team advising executives at bulge bracket financial institutions.
Mr. Fugaro earned his MBA from Wake Forest University with a concentration in finance as a recipient of the Charles H. Babcock Scholarship and his BA in business management from Gettysburg College.
Dan Gaspar joined TZP Group as a Partner of TZP Small Cap Partners I in October 2017. Dan began his career in 2001 as an investment banker in the Global Media and Communications Group at Morgan Stanley, where he focused on mergers and acquisitions and corporate finance transactions. In 2005, he joined Trimaran Capital Partners, where he focused on buyout investments across the media, restaurant and transportation industries. In 2007, Dan co-founded CN Private Equity Partners (later known as Gotham Equity Partners). At CNPE, Dan was responsible for sourcing and leading investments in several business services and consumer products companies. In 2011, Dan joined High Road Capital Partners, where he was later promoted to Partner. At High Road, Dan focused on leveraged buyouts of lower-middle-market companies across a variety of industries, including consumer products, industrial services, healthcare services and manufacturing. Prior to joining TZP, Dan served on the boards of eleven public and private companies.
Dan currently serves on the Board of Directors of Advocate Solutions, LLC and Dynamic Communities TopCo, LLC and serves as a member of the TZP SC I and TZP SC II investment committees.
Dan received a B.S. in economics from The Wharton School of the University of Pennsylvania and an M.B.A. in finance from Columbia Business School, graduating Beta Gamma Sigma.
Billy is a Senior Vice President for Audax Private Equity. Previously, Billy was with the private equity firm Sterling Partners, where he focused on evaluating and executing leveraged buyouts and growth equity investments in the Healthcare Industry. Prior to that, he worked in Private Equity at New MainStream Capital and Goldman Sachs & Co.
Billy received a J.D. from Harvard Law School, an M.B.A. from Harvard Business School, and a B.S. from Duke University.
Event Related Questions?
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