|Opus Connect Winter Social|
Date: December 5th, 2018
Time: 6:00pm – 8:00pm
Location: Croton Reservoir Tavern – 108 W 40th St, New York, New York, 10018
If you are unable to attend, kindly let us know so we may plan accordingly.
The M&A market has survived the current volatile environment of global and geopolitical uncertainty in robust health. Cross-border deals and disruptive transactions continue to prevail, as shareholders back smart and strategic deals and companies continue to search for the technologies and capabilities needed to be competitive. The passing of U.S. tax reform will have a profound impact on companies and their M&A strategy, while private equity firms continue to look for the right targets on which to deploy their stockpiled capital.
The Deal Economy conference explores the most effective strategies for deals and transactions, focusing on the opportunities and challenges facing dealmakers in 2019.
Keynote Discussions Preview:
* Lori Heinel, Executive Vice President, Deputy Global Chief Investment Officer, State Street Global Advisors will discuss how a large, long-term investor views activist investors.
* Bruce Linton, Founder, Chairman and Co-CEO, Canopy Growth Corporation will discuss how the company has enjoyed market support for capital raises of over $6 billion.
* Jim Cramer, Founder, TheStreet, Inc.; Host, “Mad Money with Jim Cramer” & Co-Anchor, “Squawk on The Street”, CNBC will discuss his business outlook for 2019.
* Helena Morrissey, Head of Personal Investing, Legal & General Group will discuss how investors can influence social and corporate change and become more active influencers.
Date & Time: November 29, 2018
Doors open at 8:30 am and continental breakfast will be served. Opening Remarks will begin at 9:00 am.
Dress Code: Business formal. No sneakers or athletic wear, please.
Location: JW Marriott Essex House, 160 Central Park South, New York, NY 10019.
Please be sure to check out The Deal Economy Conference site to view the agenda in full — it’s going to be a great day!
If you are unable to join us, please contact firstname.lastname@example.org.
Opus Connect is excited to announce its NYC Deal Connect speed-networking event with Lenders and PE firms. This exclusive event is hosted by Lowenstein Sandler and includes highly interactive rotations of brief one-on-one meetings between lenders and PE firms. All attendees are pre-selected to ensure quality and facilitate deal-making in an efficient manner.
If you are interested in attending, please complete an application by clicking on the ‘Apply’ button below. Please note that applying does not guarantee your attendance at Deal Connect, and a brief introductory phone call may be scheduled by Opus Connect staff.
This event is one of twelve Fall 2018 Deal Connect events presented by Opus Connect.
Registration/Breakfast: 7:30am – 8:30am
Meetings: 8:30am – 10:30am
Break: 10:30am – 11:00am
Meetings: 11:00am – 1:00pm
Lunch/Panel: 1:00pm – 2:00pm
Benefits for participants:
- Meet a range of debt and equity providers located across the country through concentrated and efficient one-on-one meetings and a networking reception
- Save time finding deal partners: 12 meetings, each strictly 20 minutes long
- Lunch panel and cocktail hour the evening prior
- Sponsorship opportunities available
(Early registration ends October 1st)
Deal Connect Lenders PE Firms
Early Late Early Late
Members $950 $1,250 $200 $300
Non Members $1,350 $1,650 $300 $400
- Additional attendees are assessed a $100 fee.
- Priority for Capital Providers will be given to Opus Connect members. Non-members will be placed on a wait-list and accepted at the non-member price if there is space available.
- All attendees must pre-register. Absolutely no walk-ins will be accepted.
By Invitation Only
Opus Connect is a membership-based organization.
If you have any queries, please contact email@example.com
*Opus Connect adheres to a strict no cancellations, no refunds, no application of registration fees to future events policy.
Qualified substitutions are accepted. To send a substitute, please notify firstname.lastname@example.org
**Opus Connect reserves the right to refuse entry to prospective attendees
Once known only as fundless deal-makers with no ready pool of capital to deploy, independent sponsors now occupy a more well-regarded space as pioneers on the frontier of private equity.
As part of this ascent into the private capital pantheon and in response to rising interest from LPs, GPs, and service providers, PartnerConnect will host the inaugural Independent Sponsor Connect conference on October 30 at the Harvard Club in New York City.
Come see how independent sponsors have reached critical mass as a deal-making, deal sourcing and capital-raising force in private markets.
Panels will reveal the ins and outs of finding acquisitions, funding them, and growing portfolio companies quickly for attractive exit multiples.
Industry veterans as well as more recently successful entrepreneurs will share insights on setting up your own shop, competing with funded sponsors and avoiding unnecessary fees.
Keynote presentations from industry leaders will offer insights into attracting institutional capital and working with family offices. The day’s events also include interactive round tables, lunch and plenty of networking opportunities. Hundreds of independent sponsors, bankers, investors, lawyers, and advisors are expected to attend.
Our ExecConnect private meetings program gives independent sponsors the unique opportunity to meet with capital providers and deal source professionals for 20 minute, prearranged meetings.
New York, New York, June 26th, 2018- The M&A Advisor announced the winners of the Emerging Leaders Awards on Tuesday, June 26th.
The M&A Advisor, renowned globally for its recognition of leading M&A, financing and turnaround professionals, created this event to promote mentorship and professional development amongst the emerging business leaders.
Esther Yue Townell has been chosen for her accomplishments and expertise from a pool of nominees by an independent judging panel of distinguished business leaders.
“The Annual M&A Advisor Emerging Leaders Awards was born as the 40 Under 40 Awards in the United States in 2010 to recognize and celebrate the achievements of young M&A, Financing and Turnaround professionals who had reached a significant level of success and made a notable contribution to their industry and community. With the expansion of the Emerging Leaders program to the United Kingdom, and Europe in 2016, the 2018 US award winners join a truly global network of outstanding young professionals,” said David Fergusson, President and Co-CEO of The M&A Advisor.
On Tuesday, September 18th, The M&A Advisor will host a black tie Awards Gala at the New York Athletic Club in Manhattan to introduce the Emerging Leaders Award Winners to the business community and celebrate their achievements. The Awards Gala is a feature of the 2018 Emerging Leaders Summit – an exclusive event pairing current and past Emerging Leaders winners together with their peers and industry stalwarts.
To view the complete list of this year Emerging Leaders Award Winners CLICK HERE.
Esther Yue is an investment professional who has been involved in the provision of $600 million to Small and Midsized businesses. She is an Associate at 40|73 Capital whose primary role is the investment analysis of lower-middle market leveraged buyout and recapitalization transactions. In addition, she helps the firm with business development, training of new interns, and serving as a sounding board on key initiatives. Esther started her investment career in the impact investing arena at Goldman Sachs where she helped establish 10,000 Women Initiative as the most well-known program in China to provide women entrepreneurs with a management education, a business network, and access to capital. Prior to Goldman, Esther helped Southwestern University of Finance and Economics become the first EQUIS Accredited school in southwestern China. After Goldman, she came to the United States as a Research Scholar at Baruch College. Subsequently, she accepted a President’s Scholarship to receive an MBA from the preeminent Entrepreneurship program at Babson College. Beyond 40|73 Capital, Esther is active in various educational and charitable endeavors.
THE M&A ADVISOR
The M&A Advisor was founded in 1998 to offer insights and intelligence on M&A activities. Over the past twenty years we have established the premier global network of M&A, Turnaround and Finance professionals. Today, we have the privilege of presenting, recognizing the achievements of, and facilitating connections between the industry’s top performers throughout the world with a comprehensive range of services. To learn more visit www.maadvisor.com.
The M&A Advisor
|Boston Deal Connect: Independent Sponsors|
Wed May 23, 2018 11:00 AM
Date: April 26, 2018
Location: New York Yankees Steakhouse: 7 W 51st St, New York, NY 10019
- Opus Connect Members: No Charge
- Non-Members (On or before April 21st): $225
- Non-Members (On or after April 22nd): $250
Mix and mingle at the NYC Chapter Spring Social! Have a drink and enjoy some refreshments.
- Private Equity Panel – Best Practices for Utilizing your Operating Partners
- Executive Panel – Behind the Veil: Entrepreneurs’ Thought Process in Selecting a Financial Sponsor
- 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
Date: December 7, 2017
Time: 5:00pm- 7:00pm
Location: Croton Reservoir Tavern – 108 W 40th St, New York, NY 10018
- Opus Connect Members: No Charge
- Non-Members (On or before November 30th): $225
- Non-Members (On or after December 1st): $250
Mix and mingle at the NYC Chapter Winter Social! Have a drink, enjoy some refreshments, and help us close out 2017!
Topic: Independent Sponsor or Broker: How Independent Sponsors Can Add Value to Deals
Date: November 7, 2017
Location: Bernstein 1345 Avenue of the Americas (41st Fl.) New York, NY 10105
- Opus Connect Members: No Charge
- Non-Members (On or before November 10th): $225
- Non-Members (On or after November 11th): $250
More independent sponsors are entering the lower middle market each year. Some are former fund investors, others are former operators, and fewer are both. As capital providers shift strategies to look for new and creative ways to deploy their capital, partnership with independent sponsors on deals is an increasingly attractive model. But in the absence of a relationship, how can a check writer build quick trust with an independent sponsor? And besides the actual deal, what can the independent sponsor bring to the table to add value throughout the life of the investment?
Join some of the country’s leading lower middle market capital providers and seasoned independent sponsors to hear them share their experiences and suggestions for building successful partnerships. Following the panel, questions are encouraged from the audience.
Dan Lee, Managing Director at Comvest Partners
Tom Henderson, President & CEO at Accord Financial Corp
Doug Bunim, Director at OFS Capital
Jacques Youssefmir, Partner at Ocean Avenue Capital
Gerry Debiasi, Partner at Kidd & Co.