Agenda - Day 1

Pre-Summit Workshop Day

January 28, 2020

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One-to-One Networking Session

One-to-One Networking Session

Tuesday March 10, 2020 | 9:30 AM to 10:30 AM

Join us for our speed-networking series in this exclusive section of the program. Here you will sign up for concise and focused one-to-one meetings with other senior-level executives to connect and evaluate potential mutual business opportunities and partnerships. We will provide you with information on all of the other participants to allow you to choose the most relevant and focused meetings during this time on site. This part of the program is a unique and focused way to help you establish relevant new contacts and generate fresh business opportunities.

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Pre-Summit Workshop A

Pre-Summit Workshop A- STRATEGIES FOR INDEPENDENT SPONSORS IN TODAY’S UBER COMPETITIVE MARKET

Tuesday January 28, 2020 | 10:30 AM to 12:30 PM

  • Tips for independent sponsors to differentiate in a crowded market
  • The pros and cons of raising a fund
  • Successful techniques for cold-calling business owners
  • Innovative ways to get on the radar of deal sources
  • Proven strategies for winning bids
  • Keys to get in front of business owners without using an intermediary
  • Strategies to close more deals in the next year
  • How to identify deals before the competition
  • Dealing with increased competition and new players entering the marketplace • How to attract family office capital and other liquidity sources

David Mann

Managing Partner

THE FIREFLY GROUP

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John Huhn

Managing Partner

COMPASS GROUP EQUITY PARTNERS

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Networking Lunch

Networking Lunch

Tuesday January 28, 2020 | 12:30 PM to 1:30 PM

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Pre-Summit Workshop B

Pre-Summit Workshop B- STRUCTURING WIN-WIN DEALS: KEYS TO CREATING SUCCESSFUL PARTNERSHIPS BETWEEN CAPITAL PROVIDERS AND INDEPENDENT SPONSORS

Tuesday January 28, 2020 | 1:30 PM to 3:00 PM

  • Drawing up contracts and provisions what you need to know
  • Implementing shared control structures
  • Designing a shared governance structure and putting together a board of directors
  • Keys to negotiating fees
  • Broken deal expenses - who is responsible for paying the due diligence costs?
  • How to successfully downsize the cost and risk structure
  • Establishing an exit strategy upfront to reduce exit-induced conflicts and saving time and money down the line

Jeffrey Schwartz

Managing Director

CORBEL CAPITAL

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Gregory Robinson

Founder, Managing Partner

RLG CAPITAL

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