Registration for this meeting is closed. For event information or registration issues, contact Eric Holleman at [email protected].
The Nuts & Bolts of Add-on, Bolt-on, and Tuck-in Acquisitions in Today’s Market
This program is designed to educated attendees around the financial value of bolt on acquisitions. This will include financial modeling, deal sourcing, strategies to secure financing. Also, discussions around the cultural challenges of integrating add on investments into an existing platform.
Rob Langley, Managing Partner, Align Capital Partners
Pierce Edwards, Principal, Valesco Industries, LLC
Eliot Kerlin, Managing Partner, Broadwing Capital
LEARNING OBJECTIVES – Attendees will learn:
- How to target firms for add on
- Qualify fit for add on investments
- How to finance add on acquisitions
- Ways to manage deal fatigue around complex add ons
- War stories / pain points on bolt ons that have not gone well
- Success stories from strong add ons
REGISTRATION
Open to FEI Dallas Chapter members and non-members with executive roles in the Private Equity sector. Please register by Tuesday, September 10, 2024
SCHEDULE
4:30-5:30 p.m. Check-in and Networking
5:30-6:20 p.m. Program and Q&A | 1.0 CPE
6:20-6:30 p.m. Networking
LOCATION
Weaver Offices
2300 N Field St., Ste 1000
Dallas, TX 75201
STRATEGIC PARTNERS
Greenberg Traurig, LLP
USI
Vantage Bank
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