PEER: Private Equity-backed Executives' Roundtable

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.)

Past topics of discussion have included managing growth, Board relations in good times and bad, planning a future exit, talent management and optimizing your relationship with your PE partner. 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.

Learn more below.

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



Joint PEER & SAN Dinner: march 4, 2020

Corporate Development Best Practices: Sourcing, Screening & Execution

Join us as the Strategic Acquirers and the PE-backed Executives Roundtable (PEER) team up for a joint event to discuss and share best practices in sourcing, screening and executing deals.  

This roundtable format dinner will cover key perspectives from a range of buyers on:

  • What drives M&A strategy at the Corporate and Business levels? 
  • Defining the acquisition criteria and idea generation
  • Sourcing function and tools – funnel, characteristics (inbounds vs. business unit vs. top down) types of deals (auction vs. proprietary), etc. 
  • How corporate development works with internal teams (e.g., business units, specialists) and third-party resources through the deal process

Date: Wednesday, March 4th 2020

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

Time: 6pm - 8:30pm

Pricing: $95 non-members, $45 members

Register Here



  • Jyothish Daniel, CEO, Portadam
  • Rick Gettlin, former CFO, S Walter Packaging
  • Alix James, CEO, Nielsen-Kellerman
  • Jordan Klear, CEO, Medsurant
  • Tim Kardish, CEO, Sussex Wire
  • Ellen Purdy, CFO, Connexin Software

Past Event Topics:

  • Driving Organic Growth in a PE-backed Enivornment
  • Building a High-Impact Leadership Team
  • Management Team Issues in an Exit
  • Scaling a PE-backed Company Leveraging Technology & Data Visibility
  • Assess & Build First Class Talent Company-wide
  • The Role of the CEO/CFO in Driving Sales/Marketing Revenue
  • Hall of Fame Club: Lessons Learned from Serial PE-Backed Companies
  • Planning & Managing Growth: Building a High Performance Management Team
  • Managing Your Board of Directors in Good Times & Bad - Roundtable Discussion
  • Preparing for a Deal in a PE-Backed Environment
  • Integrating an Acquisition in a PE-Backed Environment
  • Portfolio Company Exits in the Current Environment
  • PE-Backed Compensation: Benchmarks, Trends & Strategies Environment
  • PE-Backed Equity & Bonus Compensation Strategies


What attendees are saying

   "The most unique, valuable network I've participated in."  
     - 2x PE-Backed CEO

   "I could learn something from every person in the room. Can't wait to come back."
    - first time PE-backed CEO

Are you a PE-backed exeCutive interested in joining us, email for details. 

Thank you to our PEER Sponsors