PEER: Private Equity-backed Executives' Roundtable

PEER


PEER (Private Equity-backed Executives Roundtable) is an invitation-only networking community exclusively for CEOs and CFOs of PE-backed companies.

  • We meet four to five times a year to discuss common challenges as well as to share solutions and tested strategies in a confidential, peer-only environment. (No service providers or investors are allowed.)
  • Every meeting also includes open networking time to provide an opportunity to connect with other people who have truly walked in your shoes.
  • The commitment is small, and the benefits are great.
     

"No where else do I find a room of CEOs/CFOs who relate to my daily growth challenges!"
    - 4x PE-Backed CFO

 

Upcoming Events

TBD

 

PEER STeering Committee

  • Jim Caruso, C-Level Executive
  • Ryan Clark, Co-founder & CEO, PeopleShare, LLC
  • Jyothish Daniel, CEO, Portadam, Inc.
  • Alix James, CEO, Nielsen-Kellerman
  • Tim Kardish, Board Member, Veritas Medical Solutions
  • Jordan Klear, Chairman & CEO, CM Counsel Management, LLC
  • Ellen Purdy, CFO, Synacor
  • Heather Trombley, President & COO, DentalEz

 

Past Events

  • Acquisition Integration: A Joint Dinner for Strategic Acquirers and PE-Backed Executives - March 2023
  • Value-Creation Opportunities in Dealmaking in an Unpredictable Economic Environment at M&A East 10/18/22
  • Equity and Compensation Issues in PE-backed Transactions 6/22/22
  • "The Value Creation Journey"
    • SESSION ONE: Fuel the Velocity of Growth: Strategic Planning in a PE-backed Company 2/23/21 (Virtual): (in conjunction with M&A South Conference)
    • SESSION TWO: Talent Optimization 4/29/21 (Virtual)
    • SESSION THREE: Metrics That Matter for Growth, Alignment & Exits 7/21/21 (Virtual)
    • SESSION FOUR: A Changing Landscape: Preparing for Exit & Optimizing Value Creation 10/26/21
  • Virtual Events & Networking at M&A East 2020
    • PEER/Strategic Acquirers Roundtable - A Return to Inorganic Growth: Changing Expectations of M&A
    • PEER Huddles - Candid, small group discussions of current topics with PEERs
    • 1:1 Meetings with Investment Bankers, Private Equity Investors, Strategic Buyers and M&A dealmakers
    • Connect with industry focused dealmakers in: Business Svs, Consumer/E-Commerce, Healthcare, Industrial Tech & Mfg, Saas & Tech-enabled Svcs, Special Situations at industry vertical programs or at 1:1s
    • Plenary sessions on The Evolution of the Deal Process and The Rise of the Operating Partner
  • Virtual: New Performance Metrics in a Post-Pandemic World for PE-Backed Executives
  • Joint PEER & SAN Dinner: Corporate Development Best Practices: Sourcing, Screening and Execution
  • Private Equity-backed Roundtable: Planning & Managing Growth During Your PE Hold Period


Are you a PE-backed executive interested in joining us?  Please contact:

To be added to our prospect list for M&A East 2023, please contact:

Ali Garber
ACG Philadelphia
Executive Director
E: agarber@acg.org

 

Thank you to our PEER Sponsors

CFGI
  
Wipfli