ACG NY Operating Partner Roundtable

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Event Details


May 5, 2021 5 PM - 6:30 PM EDT

Location Name
Virtual | Log In Details to Follow
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ACG NY Operating Partner Roundtable: Financial Controls and Performance Management

In this Roundtable we’ll ask our operating partner panel to share how they lead:
  • Alignment on driving profitability
  • Deciding which KPIs the portco needs to focus on, how the information will be reported, and how the company will respond based on the results
  • Training sales staff, especially sales leaders, on understanding client acquisition costs and implementing strategies to increase revenue while maintaining and improving profitability
  • Standardizing technology and accounting processes across the portcos as much as possible to allow the PE firm to run side-by-side financials, get better visibility across the portfolio, and adjust priorities and efforts as necessary, to maximize performance

The ACG NY Operating Partner Series of events and programs is strictly an Operating Partner peer-to-peer series of think tank meetings for ACG NY members and invited guests. Participants can share and discuss best practices while developing relationships in a convenient, enjoyable setting. The ongoing series in 2021 will be open to seasoned & emerging Private Equity Operating Partners and key service providers integral to M&A portco valuation.

Amongst other topics, the interactive series will aim to cover:

  • How operating teams work best with investment teams. Pre and post deals. Has this changed? 
  • The ongoing assessment of risks and actions portfolio companies have taken in response to the extended coronavirus crisis. How long will it continue? 
  • Key operational areas such as: Digitalization, Human capital, Salesforce effectiveness, Supply chain & procurement, Finance, Data analytics, Digital marketing & e-commerce, Cost improvement etc.
  • How to drive value creation initiatives in the aftermath of the downturn - what will the environment be like post COVID? 
  • How PE, strategic and other investor backed CEO’s and management teams are looking at turnarounds, distressed situations and driving transformations within. 



John Broderick

John Broderick

Argosy Capital
Operating Partner

John J. Broderick, Operating Partner, joined Argosy in 2016 and is responsible for evaluating potential investments, performing due diligence, and working with portfolio companies to grow shareholder value. Architect and author of Argosy’s VAM™ (Value Acceleration Methodology); a value creation system and toolkit designed and calibrated for the lower middle market. John has over 25 years of experience as an operating executive, the last 15 years working with private equity backed companies. His diverse experience and first-hand knowledge of best practices provide him the capacity to quickly assess the needs of a business and lead significant change in a variety of markets, organizations and environments. Prior to joining Argosy, John was Operating Partner at Argo Management Partners, a private equity group based in Chicago. In 2006, he created the Argo Business System, a set of tools developed by world class professionals and organizations, which has been deployed in numerous portfolio companies. Prior to Argo, John held leadership positions with Danaher Corp, Siemens and Sandvik, and was responsible for Sales, Marketing, Finance, IT, Human Resources, R&D, Engineering, Project Management, Marketing, Customer Service and Operations.

Mr. Broderick’s industry experience spans industrial equipment, automated systems, electronics, automatic identification, test & measurement, global sourcing, agriculture, consumer products, specialty furniture, energy, municipal services, building products and franchising.   He presently sits on 7 boards and is a frequent speaker in the private equity community.


Bob Lobley

Juna Equity Partners, LP
Operating Partner

A 34 year GE veteran, Bob led operational teams in manufacturing and technology, designed and implemented supplier quality and ISO9000 systems, implemented Lean/flow methodologies, developed information technology solutions, developed marketing plans, and led financial/business process audits.

Before joining the Juna team, Bob supported GE Equity’s portfolio by improving business processes such as procurement, data analytics, restructuring, HR, customer support, sales, shipping, and factory layout. A certified Master Black Belt, he added measurable enterprise value to the investments.

Bob started his career with GE through the Manufacturing Management Program. An alumnus of GE's Corporate Audit Staff, Bob held operational, technology, quality, and commercial leadership roles at GE Aerospace, Industrial Systems, GE Financial Assurance, and GE Trading/Licensing.

Bob holds an MBA from Binghamton University, and is a graduate of Manhattan College, where he earned a Bachelor's of Electrical Engineering.

Steve Siwinski

Steven Siwinski

High Road Capital Partners
Operating Partner

Steve Siwinski is an Operating Partner at High Road Capital Partners, a private equity firm focused on buying and building leading middle market companies, where he provides financial leadership to portfolio companies and works across the portfolio to implement financial, operational and strategic best practices to drive growth, create value and achieve investment thesis objectives.  Prior to joining High Road, Steve was an operating partner with Marlin Equity Partners, a multi-billion dollar operationally focused private equity firm; held various CFO, corporate strategy, restructuring and private equity advisory roles; and started his career at Ernst & Young where he was a partner in the New York private equity practice.

Steve received a BS in accounting and finance from Fairfield University’s Dolan School of Business and an MBA in finance and management strategy from New York University’s Stern School of Business where he was a Stern Scholar and graduated with honors.  He is a CPA, has served on several boards including Fairfield’s Dolan School of Business Advisory Board and is a frequent speaker on private equity and corporate finance topics for a variety of industry and educational organizations.

Slade Kobran

Moderator, Slade Kobran

Chief Outsiders
Managing Partner

Slade is a Chief Outsiders Managing Partner and CMO based in the Greater NYC Area. He works closely with other Chief Outsider CMOs to uncover, and address client needs across the region, bringing revenue and profitability growth to companies of all sizes. Responsible for building and supporting a team of world-class marketers to bring new growth to clients, Slade also works directly with B2B, business services, professional services and SaaS companies on strategic planning and execution to grow more profitably, develop the organization and maximize marketing ROI.

Event Secondary Body

Hosted by: ACG
New York

Event Materials

Event Materials

Please contact ACG New York for more information.

Complimentary for ACG Members
$25 for Non-members

Future ACG NY Operating Partner Series Dates:  June 2, 2021 and July 22, 2021

All H2 Events, unless otherwise stated, are currently scheduled as virtual. As the year progresses and official guidelines allow, ACG NY will host the events either hybrid or in person. ACG NY always puts members health first and adheres to all federal and local public health standards. Please check our website for the most up to date information on all events and programs. 

ACG NY Virtual Events Terms & Conditions