SaaS and Tech Enabled Services Deal Conference - Scheduled as planned

SaaS 2020

Event Details


March 11, 2020 10 AM - 6:30 PM EDT

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The SaaS Conference will take place as scheduled! As of March 8th, Philadelphia has no confirmed cases of COVID-19.  Even so, we have implemented enhanced procedures to ensure the health and well being of our guests.  Details below.


SaaS & Tech Enabled Services Overview
The SaaS conference launched in 2018 to outstanding reviews from veteran industry specialist investors, company operators and investment bankers.  This growing 3/4 day conference is designed to foster connectivity among SaaS and tech-enabled services (TES) dealmakers and company executives with deep industry expertise in a highly targeted deal networking, discussion and educational environment.

Service Advisors - Request an Invitation 


Attracting 300 attendees from across the country, this industry vertical deal event is designed to:

  • Expand dealmaking networks in the SaaS and Tech Enabled Services industries
  • Offer a highly efficient 1:1 meeting format and software tool to target deal prospects
  • Engage in meaningful dialogue on trends and issues with those who operate, invest or advise in the same industry verticals as them.


Timing  Session
9:45 am  Registration
10:00 am - 4:00 pm 1:1 meetings 
10:00 am - 12:00 pm SaaS Roundtable - Open to Company Operators only
Featured Speaker: Ned Moore, Co-Founder, Chairman & CEO, Clutch
12:00 - 1:30 pm Luncheon and 1:1 meetings continue
1:30 - 2:30 pm 

The Remote Workforce: Pros, Cons and Preparing for the Future

  • Tracy Kroop, Director of User Experience, Boomi
  • Kaden Rushford, Director of User Experience, LogMeIn
  • Michael Shenkman, Vice President of Finance, InVision
  • Andy Topping, Sr. Vice President - Human Resources, Comcast
2:30 pm BREAK
3:00 - 4:00 pm

Budgeting Tradeoffs: High Growth, But Not At All Costs 

  • David Badler, Head of Portfolio Operations, Susquehanna Growth Equity
  • Amy LaBan, Managing Director, Canaccord Genuity 
  • Michael Vaughan, Former COO, Venmo and currently Executive in Residence, Oak HC/FT
  • Todd Venetianer, COO, iContracts
3:00 - 4:00 pm

Metrics that Matter

  • Allen Born, Director, Fairmount Partners
  • Bill Filip, Founder & Managing Director, Delancey Street Partners
  • Ned Moore, Co-Founder, Chairman and CEO, Clutch
  • Michael Pantilione, Principal, LLR Partners
  • Ellen Purdy, CFO, Office Practicum (Connexin Software)
4:15 - 5:15 pm 

Plenary Panel: Examining Strategic Alternatives

  • Chris French, Managing Director, Canaccord Genuity
  • Matt Klinger, Senior Director, Bridge Bank Technology Banking
  • Joseph McGinley, Vice President of Corporate Development, Comcast
  • Shivan Patel, Vice President, Vista Equity Partners
  • Chris Miller, Partner, Pepper Hamilton LLP
until 6:30 pm Cocktails & Networking Reception 


ACG's commitment to mitigate risk at our events for attendees is steadfast. Even though there are no confirmed cases in Philadelphia as of March 8th, we're working closely with The Bellevue Hotel in response to COVID-19 to ensure a safe and healthy environment. Of course, attendees should follow travel guidance, including, if you become ill, to abstain from travel and not participate in public events.  Additional enhanced precautions are outlined below.

Why Attend?

  • 75-80% of attendees are strategic and financial buyers, investment bankers, company operators and capital providers
  • Limits service provider attendance to those who have demonstrated industry expertise
  • Offers targeted 1:1 deal meetings with operators, investors, bankers and SMEs
  • Convenes investors from growth stage to buyouts
  • Engages CEOs/CFOs, corporate development officers and company operators pre-investment and currently backed
  * Private Equity /
  Investment Banker
* Operator Company Exec /
  Strategic Acquirer
Service Advisor /
Commercial Lender
Member $225 $95 $400
Non-Member $325 $145 $525

* PE, I-Banks, Operators - Email for a link to register.

The 2020 SaaS Deal Conference is offered by invitation only to a limited number of service advisors and commercial lenders who have clients and demonstrated experience in the SaaS or Tech-Enabled Services industry.  First priority is given to sponsoring firms.

Non-sponsoring service advisors and commercial lenders can submit an invitation request and, if space is available, a registration link will be sent to those who qualify. If approved, you are invited to bring an operator / company executive as your guest at no additional cost. A discount code will be shared.

To ensure access to this highly efficient, industry vertical event become an exclusive sponsor. 


UPDATE ON COVID-19 - Your safety is our first priority.

We continue to closely monitor the COVID-19 situation, remain vigilant, and follow recommended precautionary measures, protocols and guidelines from various health organizations including the World Health Organization (WHO), U.S. Centers for Disease Control and Prevention (CDC), and local authorities, in an effort to ensure guests and customers remain in a safe and healthy environment.

At this time, specific measures in place at our host venue, The Bellevue Hotel, include:

  • Serving boxed lunches and individually wrapped food and snacks in lieu of buffet options 
  • Offering attendants to serve attendees to reduce guest touchpoints
  • Placing hand sanitizers in high traffic areas and at all meeting tables
  • Increasing frequency of cleaning high touch point areas such as door handles, bathroom counters, business center, elevator buttons, remote controls, telephones 
  • Monitoring and recording temperature levels on dish and laundry washing machines
  • Using appropriate chemicals that are EPA data-verified to kill H1N1 influenza and human coronavirus (including SARS)

As the situation evolves, we will continue to follow recommended measures that may be provided by the local health authorities.  We will make operational changes and consider additional precautionary


For a full refund, less a $5 processing fee, cancellations must be made no later than Friday, March 6, 2020. Attendee replacements can be made in advance or on site. Email

Hosted by: ACG

Event Materials

Event Materials

As a service advisor, to ensure access to this highly efficient, industry vertical event become an exclusive sponsor.

Questions, contact Jen Simons,

Registered Investors 

ABRY Partners
ABS Capital Partners
Align Capital Partners
Alpine Investors
Anthos Capital
Argosy Private Equity
Atlantic Street Capital
Berenson Capital Partners
Boathouse Capital
Boundary Street Capital
Bregal Partners
Clovis Point Capital
Comvest Partners
Diversis Capital
EBSCO Capital
Eden Capital
Edison Partners
Escalate Capital Partners
Falcon Investments
Five Points Capital
Frontier Growth
Gauge Capital
Gemspring Capital
Gryphon Investors
H.I.G. Capital
Hamilton Robinson Capital Partners
Inverness Graham
Level Equity
LLR Partners
Main Street Capital Corporation
McCarthy Capital
Mercury Partners USA
Merion Investment Partners
Milestone Partners
NewSpring Capital
Northlane Capital
Palladium Equity Partners
PeakEquity Partners
Periscope Equity
PWP Growth Equity
Resolve Growth
Resurgens Technology Partners
Saratoga Investment Corp.
Seaport Capital
SFW Capital Partners
Spire Capital Partners
The Riverside Company
Trilantic Capital Partners
Tritium Partners
Vista Equity Partners
WestView Capital Partners

Registered Investment Banks 

Andra Partners
Canaccord Genuity/CG Petsky Prunier
Chiron Financial LLC
CIBC Cleary Gull
Citizens M&A Advisory
Clearsight Advisors
Corporate Advisory Solutions
DA Davidson
Delancey Street Partners
Fairmount Partners
Falcon Capital Partners
Fidus Partners
Hennepin Partners
Houlihan Lokey
J.P. Morgan Investment Banking
Lazard Middle Market
Lincoln International
Marlin & Associates
Petsky Prunier LLC
Raymond James
SMBC Nikko
Weild & Co

SaaS Planning Committee

Anne Vazquez, NewSpring Capital (CHAIR)
David Allebach, Janney Montgomery Scott
Allen Born, Fairmount Partners
Christian Bullitt, Raymond James
Chris Miller, Pepper Hamilton LLP
Dean Miller,  PACT
David Nevas, Edison Partners
Shivan Patel,  Vista Equity Partners
David Reuter, LLR Partners
Brad Segal,  Comcast
Ben Weinberg, Susquehanna Growth Equity