Roundtables: Industry Verticals & Market Trends

Session Details

11:30 AM
Subject matter experts will lead a combination of 10 separate industry vertical and market trend roundtables.
More Information

M&A East will host Roundtables on Tuesday afternoon and Wednesday morning. There will be a combination of peer focused, industry vertical and market trend discussions.  Sessions will be led by a moderator and faciliators with subject matter expertise.  These roundtables are designed to be highly interactive as attendees engage in dialogue on trends and issues with operators, investors and advisers.


PEER: Portfolio Company Exits (Room 124)
By invitation to CEOs and CFOs of PE-backed companies

  • Jim Flynn, CEO, Sicom
  • Steve Higgins, Managing Director, Baker Tilly Capital
  • Bill Tobia, former CFO, Maxwell Systems

WOMEN DEALMAKERS:  Business Development Strategies (Room 125)

Join female deal professionals for a roundtable program designed to facilitate peer to peer networking, deal sourcing and industry knowledge.

  • Helen Chang, Director, Houlihan Lokey
  • Meghan Jodz, Partner – M&A Tax Services, Grant Thornton LLP
  • Erin Lizotte, Director - Corporate Development, Berwind Corporation
  • Barb Shander, Partner, Morgan Lewis
  • Marsha Zebley, Associate, Business Development, OFS Capital


9:00 - 10:10 AM 10:20 - 11:30 AM

Big Data (Room 123) 
Cybersecurity: Investing (Room 124) 
Healthcare (Room 122B)
Human Capital (Room 125)
Risk Mitigation/Value Maximization (Room 122A)

Consumer Products (Room 123)  
Cybersecurity: Best Practices (Room 124) 
E-Commerce (Room 122A)
Industrial Technology (Room 122B)
Operationally Intensive Investing (Room 125)


Big Data

Moderator: Amir Akhavan, Managing Director, JEGI
  • Paul Chachko, CEO, Throtle
  • Todd Crockett, Managing Director, TA Associates Management, L.P.
  • Dale Renner, Founder & CEO, RedPoint Global Inc.
  • Paul Slaats, Partner, Milestone Partners

Consumer Products

Moderator: Billy Busko, Managing Director, Consensus Advisors
  • Irena Blind, Principal, TSG Consumer Products
  • Susan Engel, Board Member, Cherokee Brands
  • Catherine Moellering, GMM, Anthropologie
  • Michael Rimler, President, Robeez

Cybersecurity: Strategies for Investing

Moderator: Eric McAlpine, Founder & Managing Partner, Momentum Partners
  • Justin Nadile, Vice President, NewSpring Capital
  • Brian Radic, Vice President, LLR Partners

Cybersecurity: Best Practices to Prevent & Respond

Moderator: John Mullen, Partner, Mullen Coughlin
  • Mark Greisiger, President, NetDiligence
  • Matthew Prevost, Vice President, Privacy and Tech, Chubb


Moderator: Eric Roth, Managing Director and Group Head, Consumer Retail, Lazard Middle Market LLC
  • Robert Berstein, Managing Director, Internet and Digital Media Investment Banking, Signal Hill
  • Carson Biederman, President, Digital Fuel Capital, LLC
  • Connor McMahan, Vice President, L2 Capital and Board Member, RugsDirect
  • Lisa Tolliver, Director, Capstone Partners



Moderator: Todd Rudsenske, Managing Director, Cain Brothers & Company, LLC
  • Scott Plumridge, Partner, The Halifax Group
  • Jerry Rhodes, CEO of DCA and Chairman of Baymark
  • Maureen Spivack, Senior Industry Partner, New State Capital Partners

Human Capital

Moderator: Dr. Steven Gilbert, Partner and Head of Private Equity, RHR International
  • Mark Durham, Managing Partner, Strawn Arnold & Associates
  • Dr. Nicole Lipkin, CEO, Equilibria Leadership Consulting
  • Heidi Manna, Vice-President HR, Americas Division, US Sales/E-Commerce & Campbell Corporate Functions
  • Dave Winsborough, VP, Innovation HoganX; Chairman, Winsborough Ltd

Industrial Technology

Moderator: Michael Morabito, Director, Investment Banking - Industrials Group, Houlihan Lokey
  • James Clancy, Managing Director, Quetico Partners LLC
  • Pat Malarkey, Strategy and Business Development, Saint-Gobain/CertainTeed
  • John Nowaczyk, Partner, Milestone Partners

OperationalLY Intensive Investing

Moderator: Craig Enenstein, Chief Executive Officer, Corridor Capital LLC
  • Rob Newbold, Managing Principal, Graham Partners
  • Jason Reed, Partner, Wingate Partners

Risk Mitigation/ Value Maximization

Moderator: David Allebach, Director, Delancey Street Partners
  • Caleb Clark, Principal, Palladium Partners
  • Leo Greenberg, Partner, Kirkland & Ellis LLP
  • Tim Kennedy, Chief Underwriting Officer, Ambridge

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