THE P/E PLAYBOOK for 2017

HOSTED BY ACG NEW YORK AND FEI NYC
 

DEAL-FLOW to ACQUISITIONS to VALUE CREATION to SUCCESSION PLANNING ....... THE FULL INVESTMENT CYCLE

One of ACG NY & FEI NYC's highest rated annual programs will bring together the perspectives of a diverse group of successful professionals from PRIVATE EQUITY, INVESTMENT BANKING & the CFO Community to discuss OPPORTUNITIES & CHALLENGES for 2017.

AREAS of DISCUSSION will INCLUDE:
1) 2017 OUTLOOK for Middle-Market Mergers and Acquisitions.
2) SUCCESSFUL DEAL-FLOW approaches.
3) GETTING the DEAL DONE.
4) ADDED VALUE CREATION
5) EXIT STRATEGIES for Selling to BOTH a P/E Firm and to a STRATEGIC CORPORATE BUYER.

Our distinguished panel will address relevant and timely questions for 2017, some of which will include :
1)   How are P/E Investors dealing with a high multiple environment?
2)   Do proprietary PLATFORM Deals still exist?
3)   When preparing for an exit, How are CFO's contributing to EBITDA
optimization?

Please join us on Tuesday March 28, 2017 for a lively and important discussion on the "P/E Playbook for 2017"

SPEAKERS:
Moderator, David Hellier, Partner, Bertram Capital
Brian Giambagno, CFO, Action Environmental Group
Michael Goodman, Managing Director, Wafra Partners
Robert Howarth, CFO, Premier Trailer Leasing
Don Ritucci, Managing Director, Imperial Capital
Steven Roberts, Partner, SR Capital Advisors

AGENDA:

6:00pm - 6:30pm Registration and Networking
6:30pm - 7:45pm Panel Presentation
7:45pm - 8:00pm Q &A
8:00pm - 9:00pm Networking Reception

A MUST ATTEND FOR:

  • P/E investors who wish to network for their next deal
  • Business owners/CEOs who are considering selling their business
  • Executive management of Private Equity firms
  • CEOs, COOs and CFOs of portfolio companies
  • M&A and investment banking professionals

Sponsored by

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Speakers

Mr. Brian Giambagno

Chief Financial Officer
The Action Environmental Group, Inc.

Michael Goodman

Managing Director
Wafra Partners

David Hellier

Partner
Bertram Capital

Mr. Robert Howarth, CPA

CFO
Vanguard Dealership Services

Don Ritucci

Managing Director
Imperial Capital

Steven E. Roberts

Partner
SR Capital Advisors

Credits

1.50 CPE
Basic

Method

group-live

Field

Specialized Knowledge, 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.