ACG NY Operating Partner Roundtable

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Event Details

When:

June 2, 2021 5 PM - 6:30 PM EDT

Where:
Location Name
Virtual | Log In Details to Follow
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Overview

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ACG NY Operating Partner Roundtable - Sales and Marketing

This Roundtable will include operating partner experiences and suggestions about:
  • Involving the sales and marketing teams in strategic planning
  • Marketing and sales pivots over the last year. What’s worked, what hasn’t, and the path forward
  • How operating partners are getting sales and marketing ROI data, and current trends
  • How portfolio companies have been teaching “handshake” sales teams to prospect and close deals in a virtual setting

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. 

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Speakers

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Mark Dailey

Mark Dailey

Newport. LLC
Partner

Mark brings to Newport expertise in an important, growing industry: business information services. Mark’s career in Financial, legal and medical information started with a 13 year career at Bloomberg Financial Markets. Hired as the company’s fifth sales person and a direct report to Michael Bloomberg, Mark went on to a number of important positions with Bloomberg, including General Manager roles for North Asia, Singapore and New York. In these positions he had P&L accountability for multinational, cross-border organizations. He was credited with contributions to creating, growing and holding Bloomberg’s leading presence in Asia – a primary driver of corporate-wide growth and profitability.

Mark has also been COO of 2 venture capital backed companies, President of a privately held British media company and CEO of a family owned litigation support company. His Board Director service encompasses three public companies, two private companies and is the Lead Director of Catholic Charities of Fairfield County (CT).

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Joe DeLuca

Joe DeLuca

NewSpring Capital
Operating Partner

Joe DeLuca is an Operating Partner at NewSpring dedicated to the firm’s mezzanine strategy. Joe has over 20 years of experience in private equity investing and owning and operating businesses.

Formerly, Joe was a Managing Director at Intrepid Capital Partners, a $1+ billion family office private equity firm, and a Director at Safeguard International Fund, a $370 million private equity fund. He has significant experience leading transactions and working with companies in North American, Europe, and Asia.

Joe has served as a Board member, CEO, CFO, and COO at a number of companies, working on various issues including acquisition integrations, operations improvement, growth strategies, systems implementation, and finance. He has been involved in over $1 billion in public capital markets transactions, including leading two IPO processes and a public bond issuance and rating.

Previously, Joe was a consultant for seven years with McKinsey & Company where he focused on operations improvement and strategies for global businesses. Joe’s early career was as a semiconductor manufacturing engineer at Motorola.

Joe received a BS in Mechanical Engineering from Purdue University and an MBA from The University of Notre Dame.

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Greg Dunne

Greg Dunne

JMC Capital Partners
Operating Partner

Greg joined JMC Capital Partners in 2019.

As an Operating Partner at JMC, Greg focuses his attention on the organic revenue performance of the portfolio companies. He is responsible for working with portfolio company leadership to map their ideal paths for accelerated organic growth. Greg and his team develop and refine strategies, enablement programs, sales tools and management metrics needed to maximize revenue growth for high performing sales teams. He also assists with sales diligence and analysis for perspective portfolio companies.

Prior to joining JMC, Greg was founder and CEO of Mansfield Sales Partners, a sales consulting company specializing in creating and implementing go-to-market strategies for rapidly growing companies. While at Mansfield, Greg specialized in helping Private Equity companies accelerate revenue growth for their portfolio companies.

Prior to founding Mansfield, Greg enjoyed a lengthy career leading sales, business development and operations for a number of successful companies. He established world-wide sales teams, set up sales infrastructure and was responsible for the strategic direction and management of all sales and business development activities.

Greg holds a Bachelor of Science in Mathematics and Economics from the University of New Hampshire.

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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
Chapter
New York
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Event Materials

Event Materials

Please contact ACG New York for more information.

Pricing: 

Complimentary for ACG Members
$25 for Non-members

Future ACG NY Operating Partner Series Date: 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