Event Details
When:
January 23, 2025 4:30 PM - 8:30 PM EST
Where:
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DealSource Meeting Selection is now closed. Regular registration closes 1/22, 8:30AM ET.
Network with upper, middle and lower Middle Market PE professionals, Investment Bankers and other capital providers for private one on one multi-industry track meetings and networking reception. Enjoy making new connections and enhancing existing ones at this special Bespoke DealSource event.
We thank the ACG NY Forward Committee for hosting this special event, which will provide attendees the opportunity to:
- Connect with Middle Market buy side executives and investment bankers / sell side advisors for multi sector one-on-one deal meetings.
- Volunteer opportunities to mentor SEO and Streetwise mentees who wish to enter the alternatives/financial services space.
- Take part in interactive discussions on how young professionals can navigate their careers in the current environment.
- Industry leaders speaking on industry/market trends and optional professional development session
EMAIL CCOLEMAN@ACG.ORG TO SECURE YOUR DEALSOURCE OR MENTOR MEETINGS.
AGENDA
- 4:00PM | Dealsource & Mentor Meeting Registration Opens
- 4:30PM - 6:00PM | One-on-One Deal & Mentor Meetings
- One-on-One Mentorship Meetings
- One-on-One Deal Meetings
- 6:00PM - 6:15PM | General Registration & Networking
- 6:20PM - 6:30PM | Opening & Welcoming Remarks
- 6:30PM - 7:00PM | Fireside Keynote with Q&A
- Scott Leffler, Co-Founder & Managing Partner, Navigant Capital Partners
- Dimitri Skambas, Vice President, Canaccord Genuity
- 7:00PM - 7:30PM | Career Panel with Q&A
- Chris Olech, Managing Director, Crowe
- Lori Gleeman, Founder & CEO, Soul Equity Solutions
- Sandya Swamy, Senior Director, ECA Partners
- Isaac Greenwood, Investment Professional Alpine Investors
- Erin Carroll, Partner, BraddockMatthewsBarrett
- 7:30PM - 8:30PM | Reception & Networking
- 8:30PM | Event Concludes
FIRESIDE KEYNOTE
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KEYNOTE Scott Leffler Co-Founder & Managing Partner Navigant Capital Partners |
MODERATOR Dimitri Skambas Vice President Canaccord Genuity |
Scott Leffler is the Co-Founder and Managing Partner of Navigant Capital Partners, a New York-based private investment firm focused on start small, scale fast “platform asset building.” The firm’s most recent platform was building VIVE Collision, a leading collision repair operator, from one location to 35 locations and $20M of EBITDA in 2.5 years before achieving a growth recapitalization in November 2023. |
Dimitri Skambas is currently a Vice President in Institutional Equity Sales at Canaccord Genuity. Previously Dimitri worked at SRV Partners, a turnaround and restructuring advisory firm. Prior to SRVP, he held roles in business development, commodity structured finance and FX at First Financial Bank, MUFG and Brown Brothers Harriman. |
CAREER PANEL
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PANELIST Lori Gleeman Founder & CEO Soul Equity Solutions |
PANELIST Erin Carroll Partner BraddockMatthewsBarrett |
Lori Gleeman is the Founder & CEO of Soul Equity Solutions. She launched the firm as an answer to a need in the PE market – a boutique, highly specialized, and consultative executive search firm, with deep knowledge of the private equity universe and its players. For over 15 years, Lori has provided innovative talent acquisition solutions across industries. Prior to founding Soul Equity, Lori was Principal Recruiter at a Private Equity focused retained search firm, placing C-Suite executives within portfolio companies. Previously, she braved investment management attorney’s on a daily basis as Managing Director within a legal search firm, the spark for her transition into private equity. She launched her recruiting career as Managing Director at Atrium Staffing, managing the permanent placement division while making lifelong friends. Lori lives in New York City and is a proud mom of twin boys and her Goldendoodle, Dixie. She loves to cook and entertain and enjoys skiing and yoga. Lori graduated from the University of Vermont. She is actively involved in the private equity universe, is a member of Exponent Women and ACG NY. |
Erin Carroll has over 20 years of experience in executive search and financial services and focuses on recruiting senior investment and non-investment professionals across asset management with a particular focus within the private markets. She has extensive experience recruiting investment, investor relations, business development/deal sourcing, human capital/talent, portfolio operations, finance, and other key senior professionals on behalf of private equity and private credit client organizations. Prior to joining BraddockMatthews at inception, Erin spent more than five years recruiting senior-level asset management talent at HigdonBraddockMatthews and Conley & Co. Earlier in her career, Erin spent nearly eight years in the asset management, private banking, and wealth management businesses of Merrill Lynch in New York City and was an Associate at Douglas C. Lane & Associates, a New York-based registered investment advisor. Erin is an active volunteer in her community and currently serves as a Trustee of the Sherborn Library. Erin received a BS in Business and Economics (cum laude) from Lehigh University. |
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MODERATOR Christopher Olech, CPA Managing Director Crowe |
PANELIST Isaac Greenwood Investment Professional Alpine Investors |
Christopher Olech is a managing director in the advisory group at Crowe. He specializes in transaction services. Chris has more than nine years of experience providing services related to sell-side advisory on divestitures, historical performance reviews, and analyses and adjustments of earnings. |
Isaac Greenwood is an investment professional at Alpine Investors where he identifies investment opportunities and works with management teams to build high-growth companies in attractive sectors. Prior to joining Alpine, Isaac worked in private equity at New Mountain Capital where he focused on opportunities in the financial services and tech-enabled professional services sectors. Isaac began his career in investment banking at UBS and Goldman Sachs. Isaac received his Bachelor of Arts in Economics from Cornell University. |
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PANELIST Sandya Swamy Senior Director ECA Partners |
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Sandya Swamy leads the Go-to-Market practice at ECA Partners, where she specializes in executive search and interim talent solutions for private equity firms and their portfolio companies. With over 20 years of cross-industry experience spanning technology, consulting, finance, and social impact, Sandya combines strategic insight and operational expertise to deliver results as a trusted talent partner. |
Hosted by: ACG
Sponsors
Event Materials
Please contact ACG New York for more information.
Pricing:
$225 ACG Forward Member
$250 ACG Member
$295 Non-Member
ACG NY In-Person Event Terms & Conditions
THANK YOU TO OUR SPONSORS
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