9:00 am - How capital gain and other tax reforms may impact the marketplace
Selling assets now to avoid higher capital gains taxes may make sense, but so does considering if previous exit plans were actually the best strategy, even if tax circumstances change. Tax reforms being discussed in Congress and the White House are already changing the behaviors of middle market firms, as well as private equity firms. Here’s what that could mean in the short-run and longer term.
9:45 am - Sourcing proprietary deals in new and classical ways
What are the best places to source proprietary deals, when so much of business has left the office space and there are fewer informal, in-person spaces? Will new deal sourcing vehicles emerge, or will Independent Sponsors return to old models, as travel and in-person meetings return?
Managing Partner & CEO
Solaia Capital Advisors LLC
Acharya Capital Partners
Beacon House Capital
10:30 am - Providing ESG value to purchases and operations
Environmental, social and governance causes are expected to play greater roles across all sectors in coming years. That said, how to incorporate ESG values in internal offices, when evaluating potential targets and in operational plans can be tricky in part because they can be difficult to quantify, and they provoke as many questions as answers.
11:15 am - Comparing long-term sector performances for sustainable returns
While many Independent Sponsors differentiate themselves by specializing by sector, the coronavirus pandemic has changed and sometimes simply accelerated market trends, meaning opportunities have changed. Which of these market trends are worth betting on for the long-term, and is it too late to adopt new sectors into established portfolios?
Pine Street Capital Partners Team
Headhaul Capital Partners
Senior Vice President
Stay up to date on the latest events, news and conference announcements.