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Wednesday, May 11, 2022 (all times CT)

10:00 - 5:00pm Conference Registration -  Omni Hotel Nashville
10:00 am

Morning Coffee

2:00 - 6:00 pm

Reverse Connection with Investment Banks hosting (individuals are responsible for scheduling their appointments)

"It's 5 O'Clock Somewhere" Reception

Open Networking for Attendees

1:30 pm

Welcome and Conference Opening

Video Presentation

Tatjana Paterno-2022 Chair

2:00 - 2:45 pm

Panel #1 - Bass, Berry & Sims and Lockton Companies

Supercharge Your Deals: RWI and Other Tools to Streamline the Deal Process”
What’s hot and what’s not as important according to investment bankers and insurance brokers.  The value of playing “offense” rather than “defense” given current uncertainty in the deal-making world.

  • Anthony Contaldo, Partner, XLCS Partners
  • Robert Coury, Managing Director & CEO, Greenwich Capital Group
  • Eddie Kim, Vice President, Lockton Companies
  • Stephen Scott, Partner & Managing Director, Bailey Southwell
  • Moderator:  Jon Stanley, Member, Bass, Berry & Sims


2:50 - 3:35 pm

Panel #2 – JP Morgan

“Capital Markets Overview / M&A Trends and Tactics”
Leaders from JP Morgan discuss market trends, innovation and how to navigate volatile deal markets.  Specific discussion regarding the emergence of direct lending within auctions, and how sponsors are accessing the full spectrum of private and public capital to achieve success.

  • John Burns, Managing Director-Head of Middle Market Sponsors Group, JP Morgan
  • Jay Droogan, Managing Director – Head of Credit Markets Commercial Banking, JP Morgan
  • Haidee Lee, Managing Director – Head of Sponsor M&A, JP Morgan
  • Lauren Ruane, Managing Director – Head of Healthcare Services Middle Market Commercial Banking, JP Morgan

Moderator:  Frank McGrew, Managing Director – Regional Investment Banking, JP Morgan

3:40 - 4:25 pm

 Panel #3 – Elliott Davis

“Smarter Decisions Faster: Utilizing Technology to Maximize Return and Minimize Risk”

  • George Jouldjian , Director, Penetration Testing Leader, Elliott Davis
  • Brad Northington, Director, Digital Business Solutions Leader, Elliott Davis
  • Michael Poolos, Founder, Felder Douglas Company
  • Moderator:  Brett Lanzl, Shareholder, M&A Advisory Practice Leader, Elliott Davis
4:30 - 5:15 pm

Panel #4 – Pinnacle Bank

“Dealmaking in Today’s Lower Middle Market”
After a strong finish to 2021, deal volume, leverage, and valuation levels have been resilient despite labor, supply chain, and inflation challenges.  Leaders from Nashville-based Pinnacle Financial Partners and ACG affiliate GF Data discuss the latest data and insights on $10-$250 million private transactions, what is resonating with middle-market sellers in the current environment, and the expanding role of middle-market banks in sponsored transactions. 

  • Roger Osborne, President & CEO – Capital Markets, Pinnacle Financial Partners
  • Bryan Bean, Executive Vice President – Corporate Banking, Pinnacle Financial Partners
  • Bob Wegbreit, Executive Director – GF Data
  • Moderator:  Tyler Morgan, Managing Director & Counsel – Capital Markets, Pinnacle Financial Partners
5:30 - 8:30 pm Opening Night Reception and Entertainment - Country Music Hall of Fame

Thursday, May 12, 2022 (all times CT)

7:00 - 9:00 am Conference Registration
7:30 - 9:00 am


9:00 - 11:30 am

Marketplace with Private Equity Groups hosting (individuals are responsible for scheduling their appointments)

Open Networking for Attendees

10:00 am Morning Break
11:30 - 1:00 pm Boxed Lunch for car or plane