| Professional | Date | Event | City | Topic |
| Gabriel Mesanza | 6/24/20 | ACG Corporate Member Summit | Webinar | Supporting Portfolio Companies in Unprecedented Times |
| Gabriel Mesanza | 5/5/20 | Virtual Panel - Operational Considerations to Drive Liquidity | Webinar | Operational Considerations to Drive Liquidity |
| Heather Madland | 4/16/20 | Sutton Place Strategies Webinar | Webinar | Strategies for Uncertain Times from ’Best in Class’ Deal Originators |
| Julia Kellogg | 4/1/20 | Strategic Services Group Webinar | Webinar | Q&A: Navigating the Pandemic |
| Gabriel Mesanza | 2/25/20 | ACG Chicago Middle Market Manufacturing Conference | Chicago, IL | Creating Value in Mid-Market Manufacturing through Transformation & Innovation |
| Brian Demkowicz | 1/14/20 | ACG Detroit Panel Discussion | Birmingham, MI | Threat of a 2020 Recession: The Impact on Credit Standards and Acquisition Structures |
| Heather Madland | 1/8/20 | ACG LA, CFCC & TMA Joint Symposium | Los Angeles, CA | Trends in the Debt and Equity Markets |
| Gretchen Perkins | 12/5/19 | Capital Roundtable - Best Practices for Building Successful Exit Strategies | New York, NY | Laying the Groundwork for Your Exit - Getting the Data You Need, from Market Studies to Quality of Earnings Reports |
| Gretchen Perkins | 12/2/19 | Wisconsin MBBI Annual Meeting | Milwaukee, WI | Shark Tank - Case Study Competetion |
| David Reynolds | 11/20/19 | Plante Moran 2019 Investment Fund Account & Tax Symposium | Chicago, IL | 2019 Accounting, Tax & Operational Issues Surrounding Investment Funds |
| Heather Madland | 11/19/19 | 2019 M&A Advisor Summit: The Future of Finance | New York, NY | 2019 Sector Trends and the 2020 Outlook Panel |
| Gretchen Perkins | 11/13/19 | Endeavor/Accelerate Michigan Innovation Competetion | Detroit, MI | From Startup to Scale-up: The Art of Error |
| Doug Sutton | 11/6/19 | ACG Detroit Lunch & Learn | Birmingham, MI | The Minority Deal: Navigating a Partial Sale |
| Gretchen Perkins | 11/5/19 | Northstar’s Private Equity Perspectives Podcast | New York, NY | Private Equity Fast Pitch |
| Gretchen Perkins | 11/5/19 | Opus Connect - Independent Sponsors Summit | New York, NY | What Sponsors Want to See from Independent Sponsors to Best Position Your Deal |
| Gabe Mesanza | 10/27/19 | PEI Operating Partner Forum | New York, NY | Leveraging the Supply Chain for Growth |
| Gabe Mesanza | 10/26/19 | PEI Operating Partner Forum | New York, NY | Leveraging the Procurement Transformation Angle for EBITDA Improvement & Valuation Enhancement |
| Doug Sutton | 10/25/19 | Michigan Private Equity Conference | Ann Arbor, MI | Alternate Deal Strategies that PE Firms are Employing |
| Heather Madland | 10/22/19 | ACG M&A East CEO/CFO Roundtable - The PE Perspective | Philadelphia, PA | Optimizing Your Relationship with Your PE-backer |
| Doug Sutton | 10/18/19 | Doeren Mayhew & Harvey Hohauser & Associates M&A Roundtable | Troy, MI | Ways to Navigate the Complexities of a Sale or Achieve Growth through Acquisitions or Capital Raise |
| Gretchen Perkins | 10/3/19 | MacLaurin Group Podcast | Richmond, VA | ACG Richmond M&A Trends Series |
| Brian Rassel | 9/26/19 | ACG Detroit NextGen Breakfast & Learn | Southfield, MI | Evolution of the Qualified Buyer Panel Discussion |
| Gretchen Perkins | 9/11/19 | Plante Moran - PE Group Meeting | Detroit, MI | Private Equity Perspectives |
| Gretchen Perkins | 7/16/19 | AM&AA | Chicago, IL | Deal Sourcing Strategies - Successes & Failures |
| Gretchen Perkins | 7/11/19 | Exponent Exchange 2019 | New York, NY | A deal’s Deal - The Real Landscape of the Middle Market |
| Doug Sutton | 5/21/19 | Family Office Connect | New York, NY | Capital Raising: Top Strategies for Finding and Wooing Family Offices |
| Gretchen Perkins | 5/20/19 | 2019 Capital Strategies & M&A Forum for the A/E/C Industry | Dallas, TX | From Due Diligence to Exit Planning: Key Strategies to Ensure Success |
| Gretchen Perkins | 5/7/19 | Privcap Podcast | Orlando, FL | My Life as a Deal Sourcer |
| Heather Madland | 5/1/19 | The Deal Economy Conference | Dallas, TX | Not Your Parents’ PE: How Private Equity is Investing in the Future |
| Heather Madland | 4/24/19 | Citrin Cooperman Independent Sponsor Roundtable | New York, NY | The Nuts & Bolts of Doing a Deal with a PE Firm |
| Brian Demkowicz | 4/11/19 | ASPIRE Detroit 2019 | Detroit, MI | ASPIRE connects hundreds of Detroit’s leading entrepreneurs, investors and dealmakers |
| Gretchen Perkins | 4/10/19 | ASPIRE Detroit 2019 | Detroit, MI | Buy, Buy, Build: Best Practices & Pitfalls in Accelerating Growth through Acquisitions, & the Importance of Due Diligence |
| Doug Sutton & Gretchen Perkins | 3/26/19 | PartnerConnect East 2019 | Boston, MA | How & When to Expand into Credit Strategies, Growth Equity, & Turnarounds |
| Gretchen Perkins | 3/20/19 | ACG Philadelphia | Philadelphia, PA | The Changing Landscape of Strategic Buyers |
| Douglas Sutton | 3/14/19 | 2019 Family Office Exchange Global Investment Forum | New York, NY | Private Equity Panel |
| Scott Hauncher | 3/7/19 | Varnum Law Offices & Grand Rapids YPO Mergers & Acquisitions Panel Discussion | Grand Rapids, MI | Mergers & Acquisitions |
| Gretchen Perkins | 3/7/19 | ACG Cleveland Monthly Luncheon | Cleveland, OH | ACG Public Policy Update |
| Gretchen Perkins | 3/5/19 | ACG Cross-Borders Connections | Detroit, MI | ACG Public Policy Update |
| Gretchen Perkins | 1/22/19 | PartnerConnect GP & LP Outlook Event | New York, NY | Featuring top LP & GP speakers discussing the opportunities and challenges for the year ahead. |
| Gretchen Perkins | 11/29/18 | ACG New York Breakfast Event | New York, NY | Midterm Election Impact on Deal Making and Exits |
| Heather Madland | 11/27/18 | Capital Roundtable | New York, NY | Best Practices for Sourcing Equity Investment Opportunities |
| David Reynolds | 11/15/18 | Plante Moran 2018 Investment Fund Accounting & Tax Symposium | Chicago, IL | The CFO and The Hats We Wear |
| Gretchen Perkins | 11/14/18 | ACG Florida Capital Connection | St. Petersburg, FL | The Rising Prominence of the Independent Sponsor in a Hyper-competitive Market: Identifying Strategies that Work! |
| Heather Madland & Charlie Sheridan | 11/13/18 | Opus Connect Independent Sponsor Summit | New York, NY | Hear from a number of PE fund investors that have a track record of working with independent sponsors. |
| Heather Madland | 11/6/18 | M&A Source Fall Conference | Charlotte, NC | How Private Equity Firms Close Difficult Deals |
| Gretchen Perkins | 10/30/18 | Buyouts Sponsor Connect | New York, NY | Angling for IS investments: GP, LP and Family Office crunch views on providing capital |
| Danielle Lalli | 10/17/18 | PEI Operating Forum | New York, NY | Panel Discussion - Relevance of Supply Chain as a Growth Lever |
| David Reynolds | 10/12/18 | Michigan Private Equity Conference | Ann Arbor, MI | Impact of Tax Reform on PE and M&A Acquisitions |
| Brian Rassel | 10/12/18 | Rhodium Weekend 2018 | Las Vegas, NV | Private Equity, Deal-Structuring & Add-Ons for Web-Based Business Owners |
| Doug Sutton | 10/11/18 | Women Who Fund Forum | Ann Arbor, MI | Panel Discussion - Going for Capital |
| James Mahoney | 10/4/18 | Partners Connect West | Half Moon Bay, CA | How They Did It: Oversubscribed Managers Share Their Secrets to Fundraising Success |
| Heather Madland | 9/24/18 | Opus Connect: LA Deal Connect | Los Angeles, CA | Tips for Success on Closing an Independent Sponsor-Led Deal - Do’s & Don’ts From Both Sides |
| Doug Sutton | 9/19/18 | Marquette Business Credit and UMB Round Table Discussion | Chicago, IL | Economy and Business Climate |
| Doug Sutton | 8/28/18 | Access Conference 2018 | Charlotte, NC | Learn What it Takes to Keep Investors Engaged When You’re a Business Services Firm |
| Brian Rassel | 6/6/18 | Internet Retailers Conference & Exhibition | Chicago, IL | Using Digital Leadership to Drive Shareholder Value |
| Gretchen Perkins | 5/17/18 | Atlantic Conferences - Summit for Middle Market Debt Finance | New York, NY | A View from the Hill |
| Gretchen Perkins | 5/17/18 | Summit for Middle Market Debt Finance | New York, NY | View from the Hill |
| Mike Zukkas | 5/2/18 | ACG Intergrowth | San Diego, CA | Technology and the M&A Market |
| Heather Madland | 4/10/18 | ACG Arizona Breakfast Program | Phoenix, AZ | M&A/Private Equity Update Panel |
| Gretchen Perkins | 4/10/18 | Lovasco Business Continuity Seminar | Detroit, MI | Transferring your business to the next generation or preparing for sale. |
| Michael Zukas | 3/22/18 | MICPA – The Role of a PE CFO | Novi, MI | Private Equity Finance |
| Charlie Sheridan | 3/12/18 | Opus Connect | Chicago, IL | The Risks and Rewards of the Buy-and-Build Strategy Panel |
| Charlie Sheridan | 3/8/18 | Transaction Advisors – Chicago Middle Market M&A Conference – Spring 2018 | Chicago, IL | Capital Considerations and the Outlook for Private Equity |
| Heather Madland | 3/8/18 | ACG Chicago Breakfast Program | Chicago, IL | Market Trends |
| Doug Sutton | 2/24/18 | Salt Creek Capital CEO Summit | Scottsdale, AZ | State of the M&A Market Panel & Structuring the Deal: Sources and Valuation Panel |
| Sean Roberts | 2/21/18 | McGuire Woods 15th Annual Healthcare and Life Sciences Private Equity & Finance Conference | Chicago, IL | Investments in Dental Services Organizations |
| John LaRose | 2/14/18 | NextGen Breakfast & Learn | Southfield, MI | Tax Reform: Uncovering Opportunities for Private Equity |
| Brian Rassel | 2/14/18 | ACG Western Michigan Breakfast Program | Grand Rapids, MI | Choosing Your Path to Growth |
| Chris Sheeren | 12/7/17 | Capital Roundtable – Specialty Chemicals | New York, NY | CASE (Coatings, Adhesives, Sealants, Elastomers) |
| Gretchen Perkins | 12/6/17 | MBBI of Wisconsin’s 7th Annual Private Equity Connection | Milwaukee, WI | Shark Tank Panel |
| Doug Sutton | 11/30/17 | Frazier Deeter Client/Partner Education Day | Atlanta, GA | Capital Markets Panel |
| Gretchen Perkins | 11/28/17 | Pepper Hamilton Panel Presentation | New York, NY | The Independent Sponsor model – Sector overview and industry trends |
| Gretchen Perkins | 11/28/17 | Deals & Divas | New York, NY | Angel, VC, or PE: Finding the Right Equity Partner to Grow Your Business |
| Gretchen Perkins | 11/3/17 | Michigan Private Equity Conference | Ann Arbor, MI | LPs Outlook on PE and Alternative Investments |
| Chris Sheeren | 10/25/17 | Senior Exec Roundtable | Stamford, CT | Executive Opportunities with Private Equity |
| Heather Madland | 10/24/17 | M&A Source Fall Conference | Las Vegas, NV | Alternative to a Sale: The Minority Equity Option |
| Gretchen Perkins | 10/19/17 | 16th Annual Private Equity/CEOs Roadmap Seminar | New York, NY | Our Approach to Investing in the Middle Market |
| Brian Demkowicz | 10/18/17 | Private Directors Association | Southfield, MI | Board Formation, Practices, and Board Member Selection in PE |
| Nick Barker | 10/6/17 | Dentist Entrepreneur Organization Event | Atlanta, GA | Swimming With the Sharks |
| Heather Madland | 10/3/17 | Kayo Women’s Private Equity Conference | Washington, D.C. | Tax Reform and Its Impact on Private Equity |
| Doug Sutton | 9/29/17 | Perspectives Conference | Troy, MI | Prepping Your Company for Sale |
| Gretchen Perkins | 9/27/17 | ACG Leadership Week | Washington, D.C. | ACG Public Policy State of the Union |
| Chris Sheeren | 9/20/17 | Blackmore Connects | Chicago, IL | Debunking Private Equity: Having A PE Investor Will Not Destroy Your Company |
| Chris Sheeren | 9/19/17 | Opus Connect: PE Firms and Executives | New York, NY | Top Things to Know When Selling a Business |
| Heather Madland | 8/24/17 | ACG West Michigan Luncheon | Grand Rapids, MI | Women in Finance |
| Jim Mahoney | 8/16/17 | Michigan Association of CPAs Small Firm Practitioners Conference | Battle Creek, MI | The Multiple Ways to “Go Fund Me” |
| Doug Sutton | 8/9/17 | ACG Detroit Lunch & Learn | Detroit, MI | Driving Business Value |
| Gretchen Perkins | 7/27/17 | ACG NYC – PE Dealmaking on the Beach | Long Branch, NJ | The Elusive Catch: Winning Business from Private Equity Firms |
| Gretchen Perkins | 7/13/17 | Capital Roundtable–Family-Owned Companies | New York, NY | Growing a Family-Owned Company’s Ecosystem |
| Doug Sutton, Heather Madland | 7/12/17 | M&A Source Webinar | Webinar | The Alternative to a Sale: The Minority Equity Option |
| Brad Barker | 6/27/17 | ACG Detroit NextGen Breakfast | Detroit, MI | The Art of the Add-on |
| Brad Barker | 6/22/17 | Capital Roundtable – Field Services & Facilities Management | New York, NY | How Sensors & GPS & Big Data Enhance Valuations |
| Charlie Sheridan | 6/13/17 | Business Valuation Resources LLC Webinar | Webinar | Minority Investing |
| Heather Madland | 5/25/17 | ACG Tampa – Private Equity Update | Tampa, FL | Why Invest in Tampa Bay? |
| Nick Barker | 5/23/17 | MACPA M&A Conference | Troy, MI | The $570B Price Tag on M&A Fails |
| Doug Sutton, Gretchen Perkins | 5/15/17 | M&A Session | Atlanta, GA | Growing Your Business to its Full Potential |
| Heather Madland | 5/9/17 | M&A Source Spring Conference | Dallas, TX | Best Practices for Finding and Closing Deals with PEGs |
| Gretchen Perkins | 3/23/17 | Butzel Long Healthcare Conference | Detroit, MI | What Makes a Company Valuable |
| Charlie Sheridan | 3/2/17 | Chicago M&A Conference | Chicago, IL | M&A Strategy & Deal Trends |
| Heather Madland | 3/2/17 | ACG West Coast M&A Conference | San Francisco, CA | Optimizing Deals: Value Creation Across the M&A Cycle |
| Charlie Sheridan | 2/17/17 | Business Forums International | Detroit, MI | Non-Control Equity Investing |
| Charlie Sheridan, Chris Sheeren | 2/8/17 | Opus Connect | Chicago, IL | Not Every Private Equity Investment is a Buyout |
| Doug Sutton, Chris Sheeren | 2/7/17 | Opus Connect | New York, NY | Not Every Private Equity Investment is a Buyout |
| Gretchen Perkins | 1/26/17 | ACG Maryland Annual Deal Market Update | Baltimore, MD | M&A Panel |
