Philadelphia Industry Tour: SaaS & Tech Enabled Services

Industry Tour: Philadelphia

Event Details


April 5, 2018 12 PM - 7 PM EDT

Location Name
The Union League, 140 S. Broad Street, Philadelphia
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Event Secondary Body

Announcing a collaborative new event series presented by ACG Philadelphia, ACG New York & ACG Boston: ACG Northeast Industry Tour.

The “industry tour” series will offer ½ day conferences designed to leverage the larger ACG community and foster connectivity among dealmakers and company executives in a highly targeted deal networking, discussion and education environment.

ACG Philadelphia hosts the first stop on SaaS and Tech-Enabled Services. The day's content includes 1:1 deal meetings for all attendees, topical roundtables, a M&A East market update panel and a closing reception. CEOs, PE investors and investment bankers with deep domain expertise will lead the interactive, engaging roundtables sessions. 

Meeting Scheduler

The Meeting App / Scheduler is launching soon!   All registered attendees will have access to our Mobile App to schedule 1:1 meetings on April 5th between 12 - 2 pm.  A link and directions will be sent approximately 2 weeks beforehand.  The exact launch date will be posted here for attendees' reference.


11:00 AM  (note the new earlier start time(


11:30 AM Lunch

12:00 - 2:00 PM

1:1 Meetings

2:15 - 3:15 PM 

Concurrent Roundtables: 

- Farmers/Hunters/Acquirers: Managing a Sales Organization to Maximize Revenue Growth

  • Michael Sala, Managing Director, Strategic Origination, LLR Partners (Moderator)
  • David Badler, Operating Partner, Susquehanna Growth Equity Partners
  • Saar Menachemi, Senior Director, Marketing & Business Development, DealCloud, Inc.
  • Paul Slaats, Partner, Milestone Partners

- Marketing Technology Software and Services

  • Seth Rosenfield, Managing Director, Petsky Prunier  (Moderator)
  • Lucinda Duncalfe, President & CEO, Monetate
  • Ross Shanken, CEO, Jornaya
3:15 - 3:30 PM BREAK

3:30 - 4:30 PM 

Concurrent Roundtables:

- Internet of Things

  • Michael Morrissey, Managing Principal & Head of Business Development, Inverness Graham (Moderator)
  • Allen Proithis, CEO, Capstone Partners
  • Brandon Richter, Managing Director, Hamilton Robinson Capital Partners
  • James Turino, Managing Partner, Drake Star Partners

- The 3 Ps of Software Investing: Platform/ Process/Product

  • Kevin Kemmerer, Executive Vice President, Product Management, iPipeline
  • Allen Born, Director, Fairmount Partners
  • Michael Kopelman, General Partner, Edison Partners
  • Tom Olivier, Managing Director, Houlihan Lokey
  • Ellen Purdy, Chief Financial Officer, Office Practicum
4:30 - 4:45 Break

4:45 - 5:45 PM  

Plenary Session: 

- Current Trends in Technology M&A: Valuations, Buyer Tactics, Multiple Enhancers, Credit

  • Bill Filip, Managing Director, Delancey Street Partners (Moderator)
  • DJ Andrzejewski, Principal, PeakEquity
  • Garrett DeNinno, Senior Vice President, Raymond James
  • Vijay Khanna, Senior Executive, M&A + Strategic Partnerships, SAP
  • Chase Sanders, Managing Director, Baird

5:30 - 7:00 PM  

Cocktail Reception 


Dealmakers will benefit from leveraging the larger ACG community and will have the opportunity to:

  • Expand deal networks beyond their chapter
  • Deepen deal relationships in the sectors in which they invest
  • Engage in meaningful dialogue on trends and issues with those who operate, invest or advise in the same industry verticals as them.
  • Schedule targeted 1:1 meetings



Thursday, April 5, 2018 
11:30 - 7:00 pm  
Union League, 2nd Floor  
140 South Broad Street 
Philadelphia, PA

Hotel Accomodations

We did not arrange for a room block and suggest using an online booking site like Priceline or Kayak to find the best rate. Nearby hotels to consider include: Hotel Palomar, Hotel Sofitel, The Ritz Carlton, Hyatt at the Bellevue and Doubletree to name a few. Stay at the Union League of Philadelphia if you are a member.


Members: $145

Non-Members: $225


Additional industry tours

  • Industrial: June 7, 2018 (New York) 
  • Healthcare: November 2018 (Boston) 

In the event your plans change, replacements are welcome before hand or at registration. Full refunds are available for cancellations made more than 48 hours in advance. A $5 processing fee will be applied to all refunds. Email replacement or cancellation requests to

Hosted by: ACG

Event Materials

Event Materials

We have created a User Guide to help you navigate the Mobile App for the 4/5 SaaS and Tech Enabled Services event. We hope you find this helpful. Click the link below.



  • Benefit from exposure to the broader ACG community as these industry focused dealsour-cing events will be marketed to all three chapters: Philadelphia, New York and Boston. Sponsor the SaaS/Tech-Enabled Services Philadelphia Industry Tour or expand your visibility by sponsoring a second industry vertical. Sponsorships are industry exclusive and limited in availability.