ProfessionalDateEventCityTopic
Gretchen Perkins1/22/19PartnerConnect GP & LP Outlook EventNew York, NYFeaturing top LP & GP speakers discussing the opportunities and challenges for the year ahead.
Gretchen Perkins11/29/18ACG New York Breakfast EventNew York, NYMidterm Election Impact on Deal Making and Exits
Heather Madland11/27/18Capital RoundtableNew York, NYBest Practices for Sourcing Equity Investment Opportunities
David Reynolds11/15/18Plante Moran 2018 Investment Fund Accounting & Tax SymposiumChicago, ILThe CFO and The Hats We Wear
Gretchen Perkins11/14/18ACG Florida Capital ConnectionSt. Petersburg, FLThe Rising Prominence of the Independent Sponsor in a Hyper-competitive Market: Identifying Strategies that Work!
Heather Madland & Charlie Sheridan11/13/18Opus Connect Independent Sponsor SummitNew York, NYHear from a number of PE fund investors that have a track record of working with independent sponsors.
Heather Madland11/6/18M&A Source Fall ConferenceCharlotte, NCHow Private Equity Firms Close Difficult Deals
Gretchen Perkins10/30/18Buyouts Sponsor ConnectNew York, NYAngling for IS investments: GP, LP and Family Office crunch views on providing capital
Danielle Lalli10/17/18PEI Operating ForumNew York, NYPanel Discussion - Relevance of Supply Chain as a Growth Lever
David Reynolds10/12/18Michigan Private Equity ConferenceAnn Arbor, MIImpact of Tax Reform on PE and M&A Acquisitions
Brian Rassel10/12/18Rhodium Weekend 2018Las Vegas, NVPrivate Equity, Deal-Structuring & Add-Ons for Web-Based Business Owners
Doug Sutton10/11/18Women Who Fund ForumAnn Arbor, MIPanel Discussion - Going for Capital
James Mahoney10/4/18Partners Connect WestHalf Moon Bay, CAHow They Did It: Oversubscribed Managers Share Their Secrets to Fundraising Success
Heather Madland9/24/18Opus Connect: LA Deal ConnectLos Angeles, CATips for Success on Closing an Independent Sponsor-Led Deal - Do’s & Don’ts From Both Sides
Doug Sutton9/19/18Marquette Business Credit and UMB Round Table DiscussionChicago, ILEconomy and Business Climate
Doug Sutton8/28/18Access Conference 2018Charlotte, NCLearn What it Takes to Keep Investors Engaged When You’re a Business Services Firm
Brian Rassel6/6/18Internet Retailers Conference & ExhibitionChicago, ILUsing Digital Leadership to Drive Shareholder Value
Gretchen Perkins5/17/18Atlantic Conferences - Summit for Middle Market Debt FinanceNew York, NYA View from the Hill
Gretchen Perkins5/17/18Summit for Middle Market Debt FinanceNew York, NYView from the Hill
Mike Zukkas5/2/18ACG Intergrowth San Diego, CATechnology and the M&A Market
Heather Madland4/10/18ACG Arizona Breakfast ProgramPhoenix, AZM&A/Private Equity Update Panel
Gretchen Perkins4/10/18Lovasco Business Continuity SeminarDetroit, MITransferring your business to the next generation or preparing for sale.
Michael Zukas3/22/18MICPA – The Role of a PE CFONovi, MIPrivate Equity Finance
Charlie Sheridan3/12/18Opus ConnectChicago, ILThe Risks and Rewards of the Buy-and-Build Strategy Panel
Charlie Sheridan3/8/18Transaction Advisors – Chicago Middle Market M&A Conference – Spring 2018Chicago, ILCapital Considerations and the Outlook for Private Equity
Heather Madland3/8/18ACG Chicago Breakfast ProgramChicago, ILMarket Trends
Doug Sutton2/24/18Salt Creek Capital CEO SummitScottsdale, AZState of the M&A Market Panel & Structuring the Deal: Sources and Valuation Panel
Sean Roberts2/21/18McGuire Woods 15th Annual Healthcare and Life Sciences Private Equity & Finance ConferenceChicago, ILInvestments in Dental Services Organizations
John LaRose2/14/18NextGen Breakfast & Learn Southfield, MITax Reform: Uncovering Opportunities for Private Equity
Brian Rassel2/14/18ACG Western Michigan Breakfast ProgramGrand Rapids, MIChoosing Your Path to Growth
Chris Sheeren12/7/17Capital Roundtable – Specialty ChemicalsNew York, NYCASE (Coatings, Adhesives, Sealants, Elastomers)
Gretchen Perkins12/6/17MBBI of Wisconsin’s 7th Annual Private Equity ConnectionMilwaukee, WIShark Tank Panel
Doug Sutton11/30/17Frazier Deeter Client/Partner Education DayAtlanta, GACapital Markets Panel
Gretchen Perkins11/28/17Pepper Hamilton Panel PresentationNew York, NYThe Independent Sponsor model – Sector overview and industry trends
Gretchen Perkins11/28/17Deals & DivasNew York, NYAngel, VC, or PE: Finding the Right Equity Partner to Grow Your Business
Gretchen Perkins11/3/17Michigan Private Equity ConferenceAnn Arbor, MILPs Outlook on PE and Alternative Investments
Chris Sheeren10/25/17Senior Exec RoundtableStamford, CTExecutive Opportunities with Private Equity
Heather Madland10/24/17M&A Source Fall ConferenceLas Vegas, NVAlternative to a Sale: The Minority Equity Option
Gretchen Perkins10/19/1716th Annual Private Equity/CEOs Roadmap SeminarNew York, NYOur Approach to Investing in the Middle Market
Brian Demkowicz10/18/17Private Directors Association Southfield, MIBoard Formation, Practices, and Board Member Selection in PE
Nick Barker10/6/17Dentist Entrepreneur Organization EventAtlanta, GASwimming With the Sharks
Heather Madland10/3/17Kayo Women’s Private Equity ConferenceWashington, D.C.Tax Reform and Its Impact on Private Equity
Doug Sutton9/29/17Perspectives ConferenceTroy, MIPrepping Your Company for Sale
Gretchen Perkins9/27/17ACG Leadership WeekWashington, D.C.ACG Public Policy State of the Union
Chris Sheeren9/20/17Blackmore Connects Chicago, ILDebunking Private Equity: Having A PE Investor Will Not Destroy Your Company
Chris Sheeren9/19/17Opus Connect: PE Firms and Executives New York, NYTop Things to Know When Selling a Business
Heather Madland8/24/17ACG West Michigan LuncheonGrand Rapids, MIWomen in Finance
Jim Mahoney8/16/17Michigan Association of CPAs Small Firm Practitioners ConferenceBattle Creek, MIThe Multiple Ways to “Go Fund Me”
Doug Sutton8/9/17ACG Detroit Lunch & LearnDetroit, MIDriving Business Value
Gretchen Perkins7/27/17ACG NYC – PE Dealmaking on the BeachLong Branch, NJThe Elusive Catch: Winning Business from Private Equity Firms
Gretchen Perkins7/13/17Capital Roundtable–Family-Owned CompaniesNew York, NYGrowing a Family-Owned Company’s Ecosystem
Doug Sutton, Heather Madland7/12/17M&A Source WebinarWebinarThe Alternative to a Sale: The Minority Equity Option
Brad Barker6/27/17ACG Detroit NextGen BreakfastDetroit, MIThe Art of the Add-on
Brad Barker6/22/17Capital Roundtable – Field Services & Facilities ManagementNew York, NYHow Sensors & GPS & Big Data Enhance Valuations
Charlie Sheridan6/13/17Business Valuation Resources LLC WebinarWebinarMinority Investing
Heather Madland5/25/17ACG Tampa – Private Equity UpdateTampa, FLWhy Invest in Tampa Bay?
Nick Barker5/23/17MACPA M&A ConferenceTroy, MIThe $570B Price Tag on M&A Fails
Doug Sutton, Gretchen Perkins5/15/17M&A Session Atlanta, GAGrowing Your Business to its Full Potential
Heather Madland5/9/17M&A Source Spring ConferenceDallas, TXBest Practices for Finding and Closing Deals with PEGs
Gretchen Perkins3/23/17Butzel Long Healthcare ConferenceDetroit, MIWhat Makes a Company Valuable
Charlie Sheridan3/2/17Chicago M&A ConferenceChicago, ILM&A Strategy & Deal Trends
Heather Madland3/2/17ACG West Coast M&A ConferenceSan Francisco, CAOptimizing Deals: Value Creation Across the M&A Cycle
Charlie Sheridan2/17/17Business Forums InternationalDetroit, MINon-Control Equity Investing
Charlie Sheridan, Chris Sheeren2/8/17Opus ConnectChicago, ILNot Every Private Equity Investment is a Buyout
Doug Sutton, Chris Sheeren2/7/17Opus ConnectNew York, NYNot Every Private Equity Investment is a Buyout
Gretchen Perkins1/26/17ACG Maryland Annual Deal Market UpdateBaltimore, MDM&A Panel