ACG NY Monthly Luncheon Meeting - 101817

Minor to Major League: Conducting Deals More Effectively and Navigating Choke Points and Milestones As Business Grows

Private equity firms, independent sponsors and family offices are continuously striving to conduct deals more effectively and, increase the chances of deal success and reduces broken or failed deal costs. This panel will bring together experts from private equity, family office and banking space who have built and/or advised firms as they have grown and navigated key hurdles. They will discuss best practices and positioning for continued success, including:

• Moving from independent sponsor to a committed capital model
• Creating a direct investing platform within a family office
• Navigating choke points and key milestones that can pose stumbling blocks
• Laying the foundation for continued and future success while increasing efficiency and growth along the way

PANEL:

Moderator, Joseph Ehrlich, Executive Vice President, Owens Group | Insurance
Hannah Craven, Managing Partner, Stone-Goff Partners LLC
Mark Hallock, Partner, M2O
Marcia Nelson, Managing Director, Alberleen Family Office Solutions
Beatrice Mitchell, Managing Director, Sperry, Mitchell & Company
Douglas Song, Co-Founder and Managing Director, Prodos Capital Management