NYC Opus Summit: Consumer Goods

Panel Topics: 

  1. Private Equity Panel –  Best Practices for Utilizing your Operating Partners
  2. Executive Panel – Behind the Veil: Entrepreneurs’ Thought Process in Selecting a Financial Sponsor
  3. Investment Banker Panel – State of the M&A Market

Date: March 20, 2018


Private Equity Panel 2:00pm – 3:00pm

Executive Panel 3:00pm – 4:00pm

Investment Banker Panel 4:00pm – 5:00pm

Cocktail Reception 5:00pm – 7:00pm

Location: Lowenstein Sandler – 1251 Ave of the Americas, New York, NY 10020

Pricing (includes attendance to all three panels): 

  • Opus Connect Members: No Charge
  • Non-Members: $500

Private Equity Panel Summary: 

In recent years, private equity firms are relying less on financial engineering and more on operational improvements to maximize the growth of their portfolio companies. As a result, operating partners have become an increasingly more important role at all types of PE firms. Some firms may bring them on as full-time employees, while others use them in an advisory role. How do investors find these operators? How do they partner with them to evaluate investment opportunities? And then how are they utilized once the deal is closed? Hear the answers to these questions and more from some of today’s leading Consumer Goods private equity investors. There will be time at the end of the discussion for Q&A with the audience.


Daniel Zweben, Director at Lazard


Jeff Palmese, Principal at Sandbridge Capital, LLC

Geoffrey D. Lurie, President/ COO at TRAUB

Daniel Schultz, Vice President at Webster Capital


Executive Panel Summary:

A lively discussion among successful female entrepreneurs who have each partnered with private equity sponsors. The panelists will be speaking to their thoughts behind their selection process, what points are important to them, and how they selected their partners.


Steven Siesser, Partner at Lowenstein Sandler LLP


Debra Strougo, Co-Founder/President of Row House

Anne Mahlum, Founder/Owner/CEO of [solidcore]

Annbeth Eschbach, CEO, President of Exhale Spa


Investment Banker Panel Summary:

2017 was a strong year for M&A activity in the Consumer Goods industry. With multiples at continuously high levels, accommodative credit markets, and record amounts of dry powder in PE funds, our panel of investment bankers will share their thoughts on short and long-term future for M&A activity in this industry. They will provide tips for owners considering a sale, as well as address such questions as: How do bankers find and engage clients in the Consumer Goods industry? What can investors do to position themselves favorably with bankers and sellers? What are some of the common challenges for investors in this segment? What can investors do to maximize their chances for success? Q&A will follow.


Richard Baum, Managing Partner at Consumer Growth Partners


Peter Formanek, Managing Partner at Young America Capital

Doug Conrod, Managing Director at Ducera Partners LLC

Bob Frisch, President at Frisch Capital Partners