ACG Growth Summit in Partnership with Texas ACG Capital Connection

The last 20 years of Middle Market buyouts were largely concentrated on multiple expansion. However, with the recent shift in economic paradigm, returns via balance sheet plays are in the back pocket with an increased focus on pre and post-deal organic growth and driving bottom-line portfolio company performance. This special interactive operating summit at Texas ACG Capital Connection invites buy-side operators and dealmakers to discuss three integral portfolio company service lines - Sales & Marketing, HR Harmonization, and IT Integration. 

AGENDA:

7 a.m. | Arrivals & Breakfast

7:55 a.m. | Welcome Remarks | Scott Linch, Partner, Forvis

8:00–8:15 a.m. | Middle-Market Update with GF Data

While deal flow in the middle market has slowed dramatically in the last year, deals are still getting done – in spite of high cost of capital and questions surrounding the broader economy. Join GF Data –the leading source for data on acquisitions valued between $10 million and $500 million – for a look at what’s impacting valuations, debt structure, and deal terms in a more risk-conscious environment. 

Speaker:  
Bob Dunn, Managing Director, GF Data

8:20–9:00 a.m. | Considerations in Supercharging Middle Market PortCo Organic Growth Following PE Investment 

How do companies develop and execute a strategic growth plan soon after institutional capital investment? Without a seasoned in-house revenue operations team, what are the considerations for senior management and the board as they build and implement a Strategic Go To Market plan to maximize organic growth. In this session, a PE-backed PortCo CEO and CRO, data scientist, and operating partner discuss their experiences in what key sales and marketing steps can be structured following PE investment to drive continued organic growth at the top line.

Speaker:  
MJ Maloof, CRO/CCO, REE Medical
John M. Dupuy, CEO & Operating Partner, Industrial Advisory Partners
Moderator:
Summer Craig, CEO, Craig Group 

9:10–10:00 a.m. | HR Harmonization in the First 100 Days 

The pre and post-deal 100 days of a middle market transaction can be a hectic time. Human capital is affected in many ways. In this session, we outline pre-deal M&A HR risk management and planning, all leading to day one HR transition readiness and sound post-merger execution.

Speakers: 
Rob Marchitello, CEO, Signal Power Group
Kevin Venturini, Executive Vice President, Strategy, Clearfork Midstream 
Moderator: 
Marcela Maxson, Business Performance Advisor, Insperity

10:10-10:50 a.m | Managing IT Integration

A successful M&A transaction is dependent on effective operational integration. The following panel will outline a roadmap for managing Pre/Post deal IT Integration with points of discussion to include: 

• Assessing IT risks and opportunities during diligence
• IT integration strategies that drives value creation
• Critical training and change management practices