Private Equity CFO Series: Is the Price Right?


Registration for this meeting is closed.  For event information or registration issues, contact Eric Holleman at [email protected].

Is the Price Right?

Could you be a private equity investor? Join us as we walk through a real transaction where you have to determine how much you would pay for a company.
Robert Rough, Managing Director, Telos Capital Advisors
 

LEARNING OBJECTIVES – Attendees will learn:

  • How private equity and strategic buyers value a company by participating in an auction process based on a real transaction. The session will be led by the investment banker who completed the transaction.

REGISTRATION

Open to FEI Dallas Chapter members and non-members with executive roles in the Private Equity sector.  Please register by Tuesday, April 2, 2024

SCHEDULE

4:30-4:35 p.m. Check-in
4:35-5:00 p.m. Breakout Sessions and Networking
5:00-5:50 p.m. Program and Q&A | 1.0 CPE

LOCATION

USI-Dallas International Plaza #3
14241 Dallas Parkway
1st Floor
Dallas, TX 75254

STRATEGIC PARTNERS

Greenberg Traurig, LLP
USI 
Weaver

CANCELLATION

To cancel a reservation, contact Nancy Ehlers at [email protected].  Forty-eight “business” hours notice is requested for cancellation.  We recognize that plans can change at the last minute; however, as good stewards of our chapter finances we ask your help in controlling expenses due to last-minute cancellations and no‑shows. 

CPE CREDIT

This event offers 1.0 CPE credit.

Financial Executives International is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
 
For FEI CPE credits, one credit hour equals 50 minutes according to NASBA guidelines.  Some states boards may differ on how many minutes constitute a credit hour. Contact your state board for more information.
 
Instructional method: Group-Live
Recommended CPE Credits: 1.00 credit
Experience Level: Basic
Prerequisites/advance preparation: None

CONTACT

Nancy Ehlers
FEI Dallas CPE Manager & Membership Support
Cell: 973-903-5068
[email protected] | www.feidallas.org


Speakers

Mr. Robert Rough

Managing Director
Telos Capital Advisors, LLC

Credits

1.00 CPE
Basic

Method

group-live

Field

Finance, Technical

Prerequisites

none

National Registry of CPE SponsorsFinancial Executives International (FEI) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

For FEI CPE credits, one credit hour equals 50 minutes according to NASBA guidelines. Some states boards may differ on how many minutes constitute a credit hour. Contact your state board for more information. For more information regarding administrative policies such as complaint and refund, please contact our offices at 973.765.1029.