Are you a business owner who is looking to sell your business, to finance expansion or to recapitalize so that you can take some money out of our business? If you answered "Yes" to any of those questions, you may want to consider selling to, or working with, a private equity group (PEG).
PEGs come in many different types, sizes and flavors. In this seminar, you will meet several different types of PEGs from across the country. You will learn about how the various types of PEGs might benefit you and your business and what each PEG is looking for. You will have opportunities to meet the PEG leaders face-to-face in informal settings: at breakfast, during breaks, at the luncheon and after the seminar.
Business owners will want to attend if they are:
- Thinking about selling their business in the next five years
- Seeking a financial/business partner to help them expand
- Wishing to remain in their business but take some money out
- Looking for financing to grow the business
We have selected PEGs to cover a broad spectrum of PEGs. Most have very specific business models and requirements. Others are more flexible. Come to find out which PEGs may offer the best business opportunities for you and your business.
Working Agenda
8:00 – 9:00 a.m. Registration and Continental Breakfast (WolfgangPuck)
9:00 – 10:00 a.m. EconomicOverview – James McDonald, Chief Investment Strategist
Northern Trust
10:00 – 10:45 a.m. Overview of Private Equity – Jonathan Lewis, PNC Equity Partners (PA)
10:45 – 11:00 a.m. Break
11:00 – 11:45 a.m. PEGs as a Source of Funding
Dwayne Hyzak, Main Street Capital (TX)
Portfolio Co. Executive, KPP Principal Partners (CA)
11:45 – 12:30 p.m. Luncheon (Wolfgang Puck)
12:30 – 1:15 p.m. PEGsas a Partner (Recapitalizations)
John Nies, JMH Capital (MA)
Mark Hunter KLH Capital (FL)
1:15 – 1:30 p.m. Break
1:30 – 2:45 p.m. Selling to PEGs for Top Dollar (Panel Discussion)
Louis Kenter, Prospect Partners (IL)
Jonathan Aberman, Esq., Vedder Price
Jeff Mengel, CPA, Plante Moran
Craig McCall, Psy. D., McCall Consulting
Mike Roberts, Esq., Connelly, Roberts & McGivney
Joe McCaul, Joseph &Associates International
2:45 – 3:00 p.m. Wrap Up – Bill Wentz, Huck Bouma