Operating Partners & PEER Programming

Invitation only programs for Private Equity-backed Executives & Operating Partners 

M&A East is the premier middle market deal conference hosted by ACG Philadelphia on Tuesday, October 26th, bringing together hundreds of private equity investors, investment bankers, PE-backed executives and operating partners for an efficient day of deal sourcing, peer idea sharing and valued network development.

What to Expect: Both PE-backed Executives and Operating Partners are encouraged to join earlier in the day to participate in 1:1 meetings with one another and other attendees. Then after your respective afternoon programs (3:00 - 5:00pm), stay for the DealMakers' Bourbon Bash - an invitation only, open flow dinner for PE investors, Investment Bankers, PE-Backed Execs and Operating Partners to network.Timed agenda below. 

PE-Backed Executives' Roundtable (PEER)

 

Operating Partners' Forum

A Changing Landscape: Preparing for Exit & Optimizing Value Creation

This is the final installment in a 4-part series on the Value Creation Journey and will afford PE-backed CEOs and CFOs the opportunity to explore and exchange views points on the exits in today's environment. 

Additional event details below.

Members: $85 (use discount code PEER21MEM)
Non-Members: $175 (use discount code PEER21NON)


REGISTER NOW


Thanks to our sponsors

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CFGI

 

 
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TD Bank
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Troutman Pepper

 

 
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Wipfli
 

Operating Partner Models

The Operating Partners' Forum hosts its first gathering Tuesday, October 26th at M&A East 2021 to explore and exchange of ideas around varied different middle market Operating Partner Models in a roundtable format. 

Additional details below.

Interested operating partners may email Stephanie McAlaine at smcalaine@acg.org to be added to the invitation list.


Thanks to our sponsors

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Baker Tilly
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Chief Outsiders
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SAP Mergers & Acquisitions

 

EVENT DETAILS

Private Equity-backed Executives' Roundtable (PEER)  

Join your PEERs for a candid roundtable discussion to explore strategies and exchange view points on the evolving nature of PE-backed exits in today's environment. 

This session will be a facilitated roundtable discussion of your PEER CEOs/CFOs, many of whom have been through recent exits and share in the unique opportunities and challenges that come with PE backing. Be prepared to share what you know, and ask about what you don't in this confidential format.

  • Pitfalls and challenges in preparing for and navigating exit to maintain and optimize the value you have created
  • Impact of COVID on the traditional closing process (speed, diligence, terms, etc.)
  • Framing COVID impact on your business and exit timing 
  • Buyer landscape - what's changed and where opportunities lie

Speakers

  • Greg Burkholder, former CEO, Fairway Architectural Railing Solutions (Argosy backed exit Dec 2020)
  • Brian Madocks, former CEO, eOriginals and Revitas (LLR backed exit Dec 2020)
  • Chris Miller, Partner, Troutman Pepper

 

Operating Partners' Forum

Join your peers in a confidential, candid roundtable discussion from 3 - 5 pm at M&A East, the middle market dealmakers conference, to explore and share best practices around different types of middle market Private Equity Operating Partner Models. 

Led by John Broderick of Argosy Private Equity and Joe DeLuca of NewSpring Capital, you'll gather with other partners who face the portfolio to explore the various models, structures and strategies being deployed in other private equity funds. 

This discussion will afford you the opportunity to hear new points of view on value creation and learn new strategies while building valued relationships with peers.

Facilitators

  • John Broderick, Operating Partner, Argosy Private Equity
  • Joe DeLuca, Operating Partner, NewSpring Capital

AGENDA

8:30am Registration / Continental Breakfast 
DealLounge: unreserved, numbered tables for ad hoc networking
9:30am -  3:00pm Ability to meet up with your peers or other attendees via a dual party scheduling tool to be launched at least 1 week prior to the conference. 
12:30pm Buffet Lunch
3:00 - 5:00pm

Concurrent Programming 

  • PEER: A Changing Landscape - Preparing for Exit & Optimizing Value Creation 
     
  • Operating Partners' Forum - Exploring Middle Market Operating Partner Models
6:00 - 8:30pm Dealmakers' Bourbon Bash - an invitation only dinner for PE investors, Investment Bankers, PE-Backed Execs and Operating Partners to network.

Location: Bank & Bourbon at the Loews Philadelphia Hotel (a 3-block walk from the PA Convention Center)

Event Details

When:

October 26, 2021