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Event Details
When:
June 13, 2024 10 AM - 5:30 PM EDT
Where:
Location Name
Union League - Liberty Hill
Overview
Body
SaaS & Tech-Enabled Services DealSource
By invitation only for Private Equity / Principal Investment Firms and Investment Banks
If you are not an investment professional and are interested in attending through an event sponsorship, contact: agarber@acg.org
Click here to request a registration link
Event Secondary Body
REGISTRATION HAS NOW CLOSED. WE CAN NOT ACCOMMODATE WALK-INS AT THIS EVENT
AGENDA:
10:00am Registration / Light Breakfast
10:20am - 5:20pm 1:1 SaaS & Tech-Enabled Services DealSource - schedule up to 12, 20-minute meetings throughout the day
12:20 - 1:00pm Lunch
3:00 - 3:20pm Break
5:20pm DealSource Ends
5:30 - 8:00pm: Private Equity Wine Tasting - ACG Philadelphia PE firms host a table
LEADERSHIP:
Matt Moran, Chair - Inverness Graham
Grant Marcks - Riverside Company
Katie Noggle - Align Capital Partners
PARTICIPATING FIRMS: (as of 6/7/24)
| Investment Banks | Private Equity Firms |
| Aeris Partners | ABRY Partners |
| Ascend Capital Group | ABS Capital Partners |
| Bank of America | Align Capital Partners |
| Capstone Partners | Audax Group |
| CIBC | Avance Investment Management |
| Citizens M&A Advisory | Boathouse Capital |
| Clearsight Advisors | Cohere Capital |
| Corporate Advisory Solutions | Comvest Partners |
| D.A. Davidson | Crest Rock Partners |
| Delancey Street Partners | Eden Capital |
| Equiteq | Gemspring |
| Falcon Capital Partners | Graham Partners |
| FORVIS/Mazars | GrowthCurve Capital |
| Guggenheim | Gryphon Investors |
| Harris Williams | Hamilton Robinson Capital Partners |
| Houlihan Lokey | Haven Capital Partners |
| Janney Montgomery Scott | Inverness Graham Investments |
| Kroll | Level Equity |
| Lazard | LLR Partners |
| Marks Baughan Securities | Longshore Capital Partners |
| Piper Sandler | McCarthy Capital |
| Progress Partners | Merion Investment Partners |
| Solganick & Co. | New Heritage Capital |
| TM Capital, A Janney Division | NewSpring Capital |
| Trusight, LLC | Northlane Capital Partners |
| Norwest | |
| ParkerGale Capital | |
| Periscope Equity | |
| Renovus Capital Partners | |
| RF Investment Partners | |
| Saratoga Investment Advisors, LLC | |
| Shore Capital Partners | |
| STG Partners | |
| Terminus Capital Partners | |
| The Riverside Company | |
| The Stephens Group | |
| VSS Capital Partners | |
| WestView Capital Partners |
Hosted by: ACG
Chapter
Philadelphia
Event Materials
Event Materials
PRICING:
Private Equity
$325 Member
$375 Non-Member
Investment Bank
$200 Member
$250 Non-Member
CANCELLATION:
For a full refund, less a $10 processing fee, cancellations must be submitted by email to acgphiladelphia@acg.org by May 30th. Attendee replacements can be made in advance.
