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Event Details
When:
May 29, 2025 10 AM - 5:20 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
PRICING:
Investment Bank: $200.00 Member | $250.00 Non-Member
Private Equity: $325.00 Member | $375.00 Non-Member
AGENDA:
10:00 AM: Registration / Light Breakfast
10:20 AM - 5:20 PM: 1:1 SaaS & Tech-Enabled Services DealSource - schedule up to 12, 20-minute meetings throughout the day
12:20 PM: Lunch
3:00 PM: Break
5:20 PM: DealSource Ends
5:30 PM - 8:00 PM: Private Equity Wine Tasting - ACG Philadelphia PE firms host a table
CANCELLATION: Full refunds are available for cancellations before May 15, 2025. A $10 processing fee will be applied to all refunds. Email replacement or cancellation requests to acgphiladelphia@acg.org.
Click here to request a registration link
Event Secondary Body
LEADERSHIP:
Matt Moran, Chair - Inverness Graham
Grant Marcks - Riverside Company
Katie Noggle - Align Capital Partners
PARTICIPATING FIRMS (as of 5/23/25):
| Investment Banks | Private Equity Firms |
|---|---|
| Bank of America | ABRY Partners |
| BrightTower | Aquiline Holdings LLC |
| Bristol Group | Aurora Capital Partners |
| Carlsquare | Avance Investment Management |
| CIBC Capital Markets | Blue Owl Capital |
| Citizens M&A Advisory | Boathouse Capital |
| Corporate Advisory Solutions | Cohere Capital |
| D.A. Davidson | Comvest Partners |
| Delancey Street Partners LLC | Crest Rock Partners |
| Equiteq | Eden Capital |
| Fairmount Partners | Graham Partners |
| Falcon Capital Partners LLC | GreyLion |
| Forvis Mazars | Gryphon Investors |
| Griffin Financial Group | Haven Capital Partners |
| Harris Williams | Inverness Graham Investments |
| Houlihan Lokey | Lateral Investment Management, LLC |
| Hennepin Partners | Level Equity |
| Janney Montgomery Scott | LLR Partners |
| Kroll | Longshore Capital Partners |
| Lincoln International | Main Street Capital Corporation |
| Mesirow Investment Banking | McCarthy Capital |
| Piper Sandler | Mereo Capital Partners |
| Solganick & Co. | Merion Investment Partners, L.P. |
| TruSight, LLC | NewSpring Capital |
| Vassar Hill Advisors | Northlane Capital Partners |
| Norwest | |
| Oakline Holdings | |
| ParkerGale | |
| PCR Partners | |
| Peak Equity Partners | |
| Periscope Equity | |
| Renovus Capital | |
| RF Investment Partners | |
| Riverarch Equity Partners | |
| Shore Capital Partners | |
| STG – Symphony Technology Group | |
| Susquehanna Growth Equity | |
| Terminus Capital Partners | |
| The Brydon Group | |
| The Riverside Company | |
| The Stephens Group | |
| Tritium Partners LLC | |
| Vesper Company | |
| Vista Equity Partners | |
| VSS Capital Partners | |
| WestView Capital Partners |
Hosted by: ACG
Chapter
Philadelphia
Event Materials
Event Materials
PRICING:
Investment Bank:
$200.00 Member
$250.00 Non-Member
Private Equity:
$325.00 Member
$375.00 Non-Member
Cancellation: Full refunds are available for cancellations before May 15, 2025. A $10 processing fee will be applied to all refunds. Email replacement or cancellation requests to acgphiladelphia@acg.org.
