Joint PEER/SAN Dinner: Best Practices in Sourcing

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Joint PEER/SAN Dinner

Event Details

When:

March 23, 2022 6 PM - 8:30 PM EDT

Where:
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Best Practices in Sourcing (by invitation) 

If you are PE-backed Executive or a Corporate Development Officer and are interested in attending, email Jen Simons at jsimons@acg.org for details. 

 

Join us as the Strategic Acquirers and the PE-backed Executives Roundtable (PEER) once again team up for a joint event to discuss and share best practices in sourcing, screening and executing deals.  We're delighted to have two subject matter experts who will contribute to the conversation with their experiences and offer key take-aways. 

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Michael Lamm
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Tim Mounsey

Michael Lamm
Corporate Advisory Solutions, LLC

Tim Mounsey
LLR Partners 

Discussion topic to include:

  • Role of stakeholders (e.g. corporate management, business unit leadership, PE owner, corp dev) in sourcing 
  • Strategy for identifying sourcing targets for value creation
  • Tools and techniques to find specific businesses that fit your target strategy
  • Execution process including p front research and time horizon
  • Tips on cultivating the relationship from first contact to exploring a deal 
  • Stumbling blocks you in starting and continuing sourcing conversations
  • Tips on working with investment banks and other intermediaries to improve deal flow 

 

Date: Wednesday, March 23, 2020

Location: Fleming’s Steak House 555 | Lancaster Ave, Radnor, PA 19087

Time: 6pm - 8:30pm

Pricing: $95 non-members, $45 members
(Registration open only to strategic acquirers and PE-backed executives)

Are you a PE-backed executive or a corporate development officer interested in joining us, email Jen Simons at jsimons@acg.org for details. 

 

Thank you to our PEER Sponsors

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CFGI
 
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Wipfli

Are you a PE-backed executive or a corporate development officer interested in joining us, email Jen Simons at jsimons@acg.org for details. 

 

 


Hosted by: ACG
Chapter
Philadelphia
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CANCELLATION: Full refunds minus a $5 processing fee, are available for cancellations made more than 48 hours in advance. Email replacement or cancellation requests to mdagit@acg.org.

 

COVID POLICY: For the health and safety of our community we will require all attendees to be fully vaccinated to attend.