Agenda

2024 ACG Southeast Region Deal School: June 12-13, 2024

Wednesday, June 12th  

• 11:00 M – 11:30 AM
  • Registration 
• 11:30 AM – 12:30 PM
  • Lunch & Welcome 
• 12:30 PM – 1:30 PM
  • Sourcing & Strategic Opportunities
    • Giny Mullins, Managing Director – Linx Partners/LXP
    • Jay Warner, VP, Strategy & Corporate Development – PDI Technologies
• 1:30 PM – 1:45 PM
  • BREAK 
• 1:45 PM – 2:45 PM
  • Valuation 
    • Matt Kavney, Vice President – Houlihan Lokey
    • Jeff Stemple, President – StempleCrites
• 2:45 PM – 3:00 PM
  • BREAK 
• 3:00 PM – 4:00 PM
  • Diligence
    • Jeff Silver, Partner – Carr, Riggs & Ingram, LLC
    • Walker Simmons, Vice President – Lockton Companies
• 4:00 PM – 4:15 PM
  • BREAK 
• 4:15 PM – 5:15 PM
  • Reps & Warranties
    • Andrew Belisle, Senior Vice President. Mergers & Acquisitions – McGriff
    • Phil Theodore, Senior Vice President – McGriff
• 6:00 PM
  • Dinner – *small groups (11-12 each) 
  • 5 Church, Establishment, Saints & Council, Holeman & Finch, Serena Pastificio 
• 8:00 PM – 10:00 PM
  • Late Night Party – Pour Taproom 

Thursday, June 13th  

• 8:00 AM – 8:30 AM
  • Breakfast 
• 8:30 AM – 9:30 AM
  • Legal, HR, and other considerations 
    • Ryan Brown, Private Capital Advisor, Middle Market – Insperity
    • Jordan Cleare, Director – TM Capital
    • Amy Hollibaugh, CFP, VP, Financial Advisor – Wealth Enhancement Group
    • J. Hillyer Jennings, Partner – King & Spalding
    • Michelle Stewart, Partner – King & Spalding
• 9:30 AM – 9:45 AM
  • BREAK 
• 9:45 AM – 11:00 AM
  • Financing 
    • James Bardenwerper, Director – Configure Partners
    • Roland Owens, General Partner – Edgewood Ventures
• 11:00 AM – 12:00 PM
  • Post-Closing Integration 
    • Desi Bellamy, AVP Corporate Development / M&A – Cox Automotive Inc.
    • Laura Berry, Principal – Windham Brannon
    • Edward Kenna, Principal, Portfolio Operations –Resurgens Technology
• 12:00 PM – 1:00 PM
  • Lunch 
• 1:00 PM – 2:00 PM
  • War Stories - The Year of the Scared Seller...
    • Justin King, Partner – King & Spalding
    • Matt Veal, Managing Director – Croft & Bender