June 4, 2024 | NEW YORK

Value Creation Summit

Senior-level meeting for Operating Partners in Private Equity
Register Today

Thought Leaders

Natalie Ings

Managing Director, Head of Portfolio Solutions, Lightyear Capital

Drew Scielzo

Operating Partner, ACON Investments

Kate Migliaro

Global Head of Portfolio Talent, Searchlight Capital Partners

Shweta Kabadi

Operating Partner, BV Investment Partners

Benjamin Humphreys

Senior Operating Executive, Monomoy Capital Partners

Tracey Abbott

Senior Operating Partner, Mubadala

Renata Dinkelmann

Managing Director, Head of Human Capital, Paine Schwartz Partners

Lee McCabe

Operating Partner, AEA Investors

Wake Norris

Managing Director, Willow Ridge Global

Steven Siwinski

Operating Principal, Accel-KKR

Natalie Ings

Managing Director, Head of Portfolio Solutions, Lightyear Capital

Drew Scielzo

Operating Partner, ACON Investments

Kate Migliaro

Global Head of Portfolio Talent, Searchlight Capital Partners

Shweta Kabadi

Operating Partner, BV Investment Partners

Benjamin Humphreys

Senior Operating Executive, Monomoy Capital Partners

Tracey Abbott

Senior Operating Partner, Mubadala

Renata Dinkelmann

Managing Director, Head of Human Capital, Paine Schwartz Partners

Lee McCabe

Operating Partner, AEA Investors

Wake Norris

Managing Director, Willow Ridge Global

Steven Siwinski

Operating Principal, Accel-KKR

May 10, 2024 |

June 3, 2024

icon connections

Invite Only Hosted Dinner

Join us the night before the main event for an extra opportunity to engage with your peers in a relaxed setting.

May 10, 2024 |

June 4, 2024 - Agenda

8:00 am - Registration & Networking

8:00 am - Breakfast Briefing

Join a workshop-style discussion with fellow delegates, and collectively discuss how the industry can work together to evolve and improve the operating partner model.

9:00 am - Chairperson’s Welcome

Claudine Cohen

Managing Principal

CohnReznick

Claudine oversees an integrated team of transaction, valuation, restructuring, project finance, and dispute resolution professionals serving clients throughout the lifecycles of their businesses. With specific expertise in managing opportunities and roadblocks that can impact a business moving forward, Claudine and her team help clients achieve optimal outcomes in protecting and growing stakeholder value.

Claudine serves as an adviser to public and private companies, both domestically and internationally. Her clients comprise the full gamut of financial sponsors including private equity investors, independent sponsors, family offices, alternative investment funds, lenders, and strategic investors. Her areas of knowledge include strategic advisory, quality of earnings analyses, identifying revenue sources and profitability drivers, examining operating cost structure and sustainability factors, investigating business models including cash flow and financial projections, reviewing quality and realization of assets and liabilities, identifying working capital requirements and negotiating positions, post-close working capital verification, and adjustment mechanisms.  

Claudine was named to Mergers and Acquisitions 2019 list of the most influential women in mid-market M&A, and Crain’s NY 2018 most notable women in consulting.

9:10 am - Executive Exchanges

Join your peers for a series of lively and interactive discussions on the most pressing topics you are facing today. The small group format will enable you to make meaningful connections and come up with out-of-the-box solutions to shared challenges.

A: Strategic Human Capital As A Value Creation Lever

  • Driving growth through optimized leadership
  • Strategic human capital decision making and timing
  • Portfolio- and fund-side talent strategy

Burt Francis

Managing Director

ECA Partners

Burt Francis is a Managing Director of Business Development at ECA. He works with clients to fill permanent and project based roles. Burt has wide-ranging experience in engineering, business leadership and management consulting in various industries including aerospace, software, financial services, and manufacturing. This includes notable tenure with Oliver Wyman, The Boeing Company, General Dynamics and Starbase Technologies Inc.

Burt graduated summa cum laude, with a B.S. and M.S. in Mechanical Engineering from Rensselaer Polytechnic Institute.

B: Cost Containment

  • Demand management and advanced planning initiatives to mitigating supplier price increases
  • Negotiation techniques and relationship management to lock in future renewals
  • Cutting costs while safeguarding capacity

Mark Habner

CEO

Beckway

Mark has over 25 years’ experience in both the private equity and operations consulting sector in the USA, Australia, and Europe. Prior to co-founding Beckway, Mark was a Senior Managing Director with SSA & Company where he led the firm’s Capabilities Practices.  Prior to SSA, Mark was a Partner with RMB Capital Partners, a mid-market private equity fund in Australia, where he led and managed investments in healthcare, industrial products, and business services. Mark commenced his career at Booz, Allen & Hamilton.  Mark earned his combined degree in the Bachelor of Commerce and Bachelor of Laws (Honors) from the University of Tasmania. He graduated with an MBA with Distinction from Northwestern University (Kellogg) and is a CPA (Australia). Mark is the Chairman of the University of Tasmania Foundation (USA) and member of YPO.

C: Finance Transformation

  • Leveraging your people, processes and tech to drive long-term sustainable value from your financial strategy
  • Fitting your operating partner into your financial excellence program

 

Jesse Weber

Director of Alliances

Sage Intacct

Jesse Weber leads the Alliances team at Sage to support private equity value creation globally and build an ecosystem of Systems Integrators and ERP consultants. Jesse’s team guides these investors and advisors to support building more successful businesses through world class financial management, subscription automation, and service. Jesse has over 15 years’ experience working for world class SaaS companies including SAP Concur, SAP Ariba, and Sage.

D: Culture & Change Management

  • Integration – How can you properly integrate new deals?
  • Culture – How can you incorporate the culture of new portcos into your future growth strategy? How can culture make or break a company’s ability to thrive?
  • Change Management – How and when to tell employees about changes that may affect their roles

Ron Senatore

Business Performance Advisor

Insperity

Now in his 24th year with Insperity, Ron Senatore has helped more businesses than any other Business Performance Advisor in the history of the company. Based in the tri-state area, Ron partners with business leaders across the nation to identify areas where their businesses can maximize their organizational success through time-tested employment strategies and business services – all of which are designed to shift management focus away from administrative headaches and toward exceeding company goals.      

With Insperity, Ron has a multi-disciplinary team of experts at his disposal to enable business leaders to be more systematic and strategic regarding the role people play in the success of their companies.

Insperity, a trusted advisor to America’s best businesses for nearly 40 years, serves as the potential end to end solution for the procurement, administration and the assurance of absolute compliance of the various transactional aspects of human resources with the clear purpose of creating a greater cost efficiency in the direct cost expenses associated with employer paid overhead expenses which positively impacts an organizations bottom line.

However, the greater emphasis of Insperity has become to help organizations achieve top line growth by partnering with our small to medium-sized business client companies to define their personal human capital strategy. It is clear that in 2024, and without question for the years to come, being defined as a great employer is not/will not be about cash and total compensation but rather, the culture of an organization as defined by the employer and perceived by each & every employee. By way of assigning subject matter experts in the various concentrations of human capital engagement and development, Insperity becomes the unlimited resource to make that happen.

With a focus on organizations of 10 to 500 employees, Ron enjoys working with business owners and executives whose agenda is directed toward continuous improvement through growth and profitability. His specialty lies in steering them to solutions that provide sustainable results for many years ahead for businesses ranging from manufacturing, logistics/distribution, property development/management, nonprofit, creative media, financial services, technology and more. 

Additionally, Ron has helped numerous private equity firms establish a human resource infrastructure that is both required and essential to support a new platform, a carve-out transaction, or an established portfolio company that has a desire to have the human capital aspect of their business in the most optimal manner.

E: Accelerated Returns

  •  How to set up a strong foundation? Equip the Office of the CFO with the right tools for value creation planning & execution
  • How to measure results? Ensure regular, timely, and accurate reporting leveraging tech and data
  • How to capture early $ wins? Set a new standard of execution and EBITDA creation underpinned by data, technology, and AI

Guy Cartwright

Advisor

Ramp

Guy is an Advisor at Ramp focused on private equity partnerships. He's an experienced operational executive, board member, advisor and PE operating partner. His experience at global companies includes executing on growth, transformations and major turnaround efforts at Ingram Micro, Asurion Corporation, TowerBrook Capital Partners, Consello Group, Juul Labs, Jacuzzi Group, and Bain & Company. Guy holds an MBA from Harvard University and BS in Chemistry from William & Mary. 

F: Innovative Value Creation- & Pricing Strategies

  • Driving organic growth through product development, price optimization and geo expansion
  • Scaling up your portcos and maximizing the value of your customer base

10:40 am - Networking Break

11:10 am - Keynote Interview: Optimizing Your C-Suite As A Key Lever For Growth

  • Board composition and excellence - ensuring top-level operating skillsets on your portco boards
  • Assessing C-suite diligence, hold, and exit - getting the right leaders in place to drive your value creation strategy
  • Measuring the impact of your board members through 360 reviews

Tracey Abbott

Senior Operating Partner

Mubadala

Tracey Abbott is currently a Senior Operating Partner at Mubadala Investment Company, based in New York, and was an operating partner at Partners Group in direct equity and special situations. She has 26 years in consumer goods, retail, and healthcare retail companies, working for beloved brands like Adidas, PepsiCo, Foot Locker, and Chick-fil-A. Her operating experience spans large P&L responsibilities managing the Target account for PepsiCo and grand opening a Chick-fil-A franchise in the emerging California market. She was part of the executive leadership team at Foot Locker, leading a 22 person team in Strategy, Financial Planning, and Capital planning. She spent a decade living and working abroad in Europe, EMEA, Asia, South America, and South Africa and holds an M.B.A. from Hautes Etudes Commerciales (H.E.C.) in finance.

11:30 am - Interactive Panel: Finding The Best People In Today’s Market & Using Talent As A Value Creation Lever

  • Finding the talent you need to build out the best management teams
  • Upskilling your people to increase their value
  • Getting your org design and succession planning right
  • How remote working is impacting the contribution of operating partners
  • Career paths, compensation and incentives

Moderator

Erez Schnaittacher

Vice President of Client Coverage

BluWave

Erez helps lead client coverage at BluWave. Prior to joining BluWave, he was a Senior Director with Dynata, the world’s largest first-party data platform for insights, activation and measurement. At Dynata, Erez led business development in North America with commercial and operational execution of the Private Equity, Consulting and Life Sciences businesses across NA.

Kate Migliaro

Global Head of Portfolio Talent

Searchlight Capital Partners

Ms. Migliaro is a US Army Veteran with 5 years active duty experience in the Military Police Corps. During her service, Ms. Migliaro deployed to both Iraq and Afghanistan supporting and building local national law enforcement capabilities. She was awarded the FYo8 FORSCOM J.P Holland Award for best Military Police Company in the Army, the combat action badge and bronze star. Prior to joining the Searchlight team in 2022, Ms. Migliaro was selected to support talent management and organizational effectiveness on the Apollo Portfolio Performance Solutions (APPS) team where she built the talent and diversity, equity, and inclusion playbooks to maximize portfolio company performance. In her previous roles, Ms. Migliaro has worked in generalist human capital roles as well as specialist roles in compensation. Today, she is focused on building management teams aligned to the value creation plan and driving organizational effectives through organizational design, compensation philosophy and leadership effectiveness. Ms. Migliaro earned her degree in American Politics and Systems Engineering from the United States Military Academy. She is currently the Chairwoman of America’s Warrior Partnership’s Board of Directors and is an advocate for veteran employment.

Shweta Kabadi

Operating Partner

BV Investment Partners

Shweta is an Operating Partner at BV Investment Partners, a Boston-based growth-focused private equity firm investing in lower to middle market businesses in technology-enabled business services, information technology and communication services. Prior to BV, Shweta held multiple senior executive operating roles at Cognex Corporation, a mid-market public company providing technology-enabled automation into manufacturing and logistics. Shweta started her career at Intel Corporation as an engineering manager, led strategy consulting projects for Fortune 500 technology firms as a manager at Bain & Company, and co-founded a US-based technology design services company. Shweta has received a Bachelors and Masters in Electrical & Computer Engineering from University of Wisconsin-Madison, and an MBA from Harvard Business School.

Renata Dinkelmann

Managing Director, Head of Human Capital

Paine Schwartz Partners

Ms. Dinkelmann joined Paine Schwartz Partners in 2019. She is part of the Portfolio Excellence Platform team and is also a member of the firm’s ESG committee. Prior to Paine Schwartz Partners, she led the global executive recruiting function at Kraft Heinz. From 2012 to 2018, Ms. Dinkelmann worked as a consultant recruiting and assessing talent at global executive search firm Egon Zehnder. Ms. Dinkelmann has held executive roles at Patria Investimentos and BRMALLS and began her career at JPMorgan’s Investment Banking and Private Banking groups.

Ms. Dinkelmann received an MBA degree from Columbia Business School, and a B.S. in Commerce from the McIntire School of Commerce at The University of Virginia. She was born and raised in Rio de Janeiro, Brazil.

Lauren Gambardella

Director, Human Capital

Arsenal Capital Partners

Read Profile

12:10 pm - Interactive Panel: Fully Harnessing Digital Tech, AI & Analytics For Value Creation

  • Leveraging digital tech to:
    • Cut costs and drive efficiency in your portfolio companies
    • Better understand- and serve customers
  • Deploying AI solutions in an ethical and non-biased way
  • Automating tasks to overcome labor shortages while you are scaling up
  • Digital marketing to get your products in front of customers and better monetize your content
  • Dealing with emerging legal and governance implications around the use of data and AI
  • Optimizing systems to create efficiencies and increase visibility

Moderator

Kevin Ricci

Partner

Citrin Cooperman Advisors LLC

Kevin Ricci is a Partner in the firm's Providence office and a leader within the Technology, Risk Advisory, and Cybersecurity (TRAC) Practice. He has over 25 years of extensive experience in technology services including consulting, security assessments, cybersecurity awareness training, social engineering simulations, IT auditing, fractional CISO, project management, database development, data analysis, and compliance services including PCI DSS, for which he is a Qualified Security Assessor (QSA).

Kevin has helped his clients achieve their cybersecurity and privacy goals, helping assess, build, and transform their cybersecurity and privacy programs, and has provided strategic oversight in enhancing his client’s IT risk and security capabilities. Kevin has experience managing cybersecurity engagements across the industry spectrum, with a focus on cybersecurity and privacy, regulatory compliance including PCI DSS, and IT general computing and operational controls including those related to Sarbanes Oxley (SOX). He has also worked with a broad variety of large and small companies to develop data analysis tools, including the design and development of database solutions that streamline data collection and reporting.

Prior to joining Citrin Cooperman, Kevin spent a decade leading the Information Technology team at a local telecommunication company, using his innovative leadership style to help the company achieve exponential growth. He then spent 15 years as head of Citrin Cooperman’s Providence Information Technology team before moving into the consulting realm, arming him with a profound understanding of his client’s technology challenges. Kevin is a founding member and a leader within the Firm’s cybersecurity consulting team, and as his clients’ trusted advisor, he has developed lasting relationships while providing cybersecurity solutions that help organizations remain safe and secure.

Kevin is also a prodigious writer and presenter, frequently called upon to share his cybersecurity expertise on television, podcasts, articles, and conferences. He is also an active member of several technology-related resource groups, including the FBI’s Infragard program and the Rhode Island chapter of ISACA.

Lee McCabe

Operating Partner

AEA Investors

Lee joined AEA in 2019 and serves as an Operating Partner. In addition to providing oversight for the value creation function, Lee is also responsible for digital diligence with prospective investments as well as ongoing work with the firm’s existing portfolio companies. He is primarily focused on working with portfolio companies to assess, develop and identify opportunities to build value creation via digital initiatives.

Prior Work Experience: Prior to AEA, Lee most recently served as Vice President of North America at Alibaba Group, leading the company’s North American initiatives. Prior to Alibaba, Lee was the first Global Head of Travel at Facebook, where he was responsible for developing the company’s monetization and growth strategy. Previously, Lee held various executive positions at Expedia, including overseeing APAC and North America where he led many supply optimization initiatives. Earlier in his career, Lee was part of the start-up office for eBay UK, where he helped drive eBay’s market penetration with several initiatives across supply, product, digital payments and platform trust and safety. Lee started his career with Warner Music in London.

Lee studied at Warwick Business School where he earned an MBA. He also earned an MA from Sheffield Hallam University in Film & Media Production.

 

Ercan Ucak

Vice President

Cerberus Capital Management

Ercan began his career as a Data Scientist serving various US Government agencies within the Defense / Counter-Intelligence community, where he leveraged his background in Statistics to develop ML / AI models to solve complex problems for the three letter agencies. He eventually joined Cerberus in Nov. 2019, utilizing his deep technical expertise to drive Data & Analytics transformation and Enterprise Value Creation across numerous Cerberus investments. Founded in 1992, Cerberus is a pioneer in alternative investing with approximately $60 billion in assets across complementary credit, private equity, and real estate platforms.

networking lunch

12:50pm - 1:50pm Networking Lunch

1:00 pmTalent Optimization Luncheon Workshop - Driving Enterprise Value Through Human Capital (By Invitation Only)

Join a select group of your peers for an interactive and insightful discussion. Key learnings include: 

  • Aligning your business- and talent strategies to drive bottom line results
  • Leveraging behavioral analysis to make your talent selection more precise and scientific
  • Creating enterprise value via a scaled, hybrid approach to employee benefits and HR
  • HR diligence to avoid pitfalls and mitigate risk post-close 

Mark Sinatra

CEO

Aspen HR

Mark Sinatra is a 7-time Inc. 5000 CEO who is currently CEO of Aspen HR.  Aspen HR is a white-glove PEO that provides independent sponsors and their portfolio companies with cost effective employee benefits, streamlined payroll and expert HR guidance. Prior to Aspen HR, Mark was CEO of Staff One HR where he led the company through a period of substantial growth highlighted by the company's sale to its largest privately-held competitor, Oasis Outsourcing, in 2017. Mark oversaw the Western half of the country for Oasis Outsourcing until its sale to Paychex for $1.3bn in December 2018. 

Mark is an MBA graduate of the Wharton School of Business, and holds a BA in Economics from Fordham University. He is an active member of YPO (Young Presidents Organization) and a partner with Social Venture Partners. Mark enjoys spending time with his family and playing tennis and basketball.

2:00 pm - Keynote Interview: How An Integrated Internal Team & A Tailored Approach To Each Investment Can Drive Value In Your Investments

  • Involving your operating team in the early due diligence stage to identify the best opportunities and get the best deals
  • Optimal ways to partner with your management teams
  • Getting the right teams, systems and processes in place
  • Pricing optimization as a key driver of value creation
  • Lean manufacturing, nearshoring and redesigning products to drive cost efficiencies

 

Benjamin Humphreys

Senior Operating Executive

Monomoy Capital Partners

Ben is a Senior Operating Executive at Monomoy Capital Partners where he works with Monomoy’s portfolio companies on revenue growth and profit improvement. Prior to joining Monomoy, Ben held several operating and CFO roles with Cerberus, Blackrock and Staple Street Capital. Ben started his career with GE as a financial analyst in the aircraft engine division, and he graduated from Colby College with a B.A. in Government. Monomoy Capital Partners is a private investment firm with $3.0 billion in assets under management across a family of investment funds. Monomoy invests in the debt and equity of middle market businesses that can benefit from operational and financial improvement with a focus on manufacturing, distribution and consumer product businesses in North America and Europe.

2:20 pm - Interactive Panel: Maximizing The Utility Of Your Operating Partners, & Building Trust & Synergy Between Your Firm & Your Portcos

  • Structuring your model and arrangements to fully support operating partners and evolve their role in your firm
  • Communicating to prospective portcos how your operating resources add value
  • Aligning your teams and portco management on your vision, processes and successful outcomes
  • Implementing key functional and cross-functional value creation initiatives across the investment lifecycle
  • How you can best engage and support portfolio company leadership teams to create value and drive returns

Moderator

Richard Mozeleski

Senior Operating Partner & Enterprise Transformation Practice Lead

Beckway

Read Profile

Natalie Ings

Managing Director, Head of Portfolio Solutions

Lightyear Capital

Read Profile

Drew Scielzo

Operating Partner

ACON Investments

Read Profile

Wake Norris

Managing Director

Willow Ridge Global

Willow Ridge Global is a boutique consultancy that provides strategic operating partner and chief-of-staff services for family-owned, private equity-backed, and non-profit organizations. 

Wake is a systems thinker with over 25 years of operating experience. He partners with owners, CEOs, and their teams to craft and execute strategy that generates step-changes in realized value. Since joining Willow Ridge Global in late 2019, he has served as an operating partner with firms to vet, diligence, integrate, and lead strategic initiatives for deals generating nearly $2B in incremental value in sectors such as industrial manufacturing, transportation, metals, and tech-enabled services.

Prior to Willow Ridge Global, Wake worked around the globe for nearly fourteen years in various strategy and operating roles with Emerson Electric. He managed a unique hybrid energy product portfolio in Africa, built multiple strategic acquisition pipelines and investment theses for US and European businesses, pursued and integrated multiple middle market targets, served as general manager of a $175M segment, and facilitated the internal merger of two divisions into a $1B business unit. Before Emerson, Wake worked in Silicon Valley as a systems engineer designing and installing one of the first hotel internet services, and then product managing it to #1 in the world with over 100,000 hotel rooms installed.

Wake holds his BE in Electrical Engineering, his BE in Computer Engineering, and minors in Mathematics and Computer Science from Vanderbilt University, and his MBA with a focus in finance and strategy from The Ohio State University. He is a runner, is passionate about education, and enjoys dabbling in karting, watching F1, and traveling and camping with his family.

Matthew Cohen

Principal

Prodos Capital

Matthew R. Cohen is a Principal at Prodos Capital LLC (“PC”), a private investment firm based in Nashville, TN and West Palm Beach, FL.  Matthew leads the West Palm Beach office for the firm..  At PC, Mr. Cohen is responsible for sourcing, evaluating, underwriting, and financing investments across industry sectors.  He is also involved in the overall management of portfolio companies and execution of the investment thesis from acquisition through exit.  He serves as a director of Sail Energy, New England Applied Products, Unified Logistics, Century Box Inc., and Cord King International, Ltd..

Having spent seven years in Washington, DC, Mr. Cohen has been actively engaged in Republican political activity for over a decade. He is a commentator, speaker and campaign operative, having served as an integral part of three Presidential Campaigns. 

Prior to joining PC, Mr. Cohen led the acquisitions team at AlphaTerra Partners, an affiliate of KAR Properties, pursuing a multi-asset class real estate investment strategy in U.S. gateway cities.  He began his career as an analyst in the mergers & acquisitions group at UBS Investment Bank based in New York City.  

Mr. Cohen has extensive charitable and community relationships.  He maintains Emeritus status as the youngest member of the Board of Directors of The George Washington University School of Business, is a trustee Emeritus of the Cape Eleuthera Foundation and is actively engaged with many other philanthropic and community-based organizations.  

Mr. Cohen earned an MBA with honors and a BBA from The George Washington University.  

In his spare time, he is an avid outdoorsman, slalom course water-skier, tennis player and boater. He loves to cook and ride his motorcycle but above all enjoys his passion for aviation. Matt is a Federal Aviation Administration certificated Private Pilot with an Instrument Rating.  He is currently working toward his Commercial Pilot license. 

3:00 pm - Interactive Panel: Value Creation Strategies To Drive Top Line Growth & Accelerate Time To Value

  • Driving flexibility, resilience and growth plans in your portfolio companies
  • Tips and tricks to quickly scale portfolio companies and get immediate impact
  • Best practice in pre-deal, 100 days, hold and exit - insights from different functional area specialists

Moderator

Jeffrey Wissink

Principal, Performance Improvement

CohnReznick

Jeffrey (Jeff) Wissink is a Principal in the firm’s Performance Improvement practice, where he helps clients drive profitable growth through revenue and cost-side optimization initiatives. Based in Chicago, Jeff is a highly knowledgeable strategy, operations, and technology professional with more than three decades of experience as a founder, C-suite executive, and management consultant.

Jeff’s advisory experience spans multiple industry sectors with a heavy concentration in retail, consumer products, media and entertainment, SaaS, education technology, cannabis, and recurring revenue/subscription businesses. His services to clients include P&L management, business strategy, revenue growth, efficiency and cost reduction, post-acquisition integration, and process optimization. Jeff is skilled at combining operations, technology, and change management techniques to guide business strategy and decision-making. 

Before joining CohnReznick, Jeff was the chief operating officer for an early-stage, vertically integrated manufacturing & distribution company. In this role, he was responsible for new product development/launch, wholesale and retail sales, human resources, FP&A, and information technology, including designing and implementing a scalable system stack, upgrading existing systems, integrations, and internal service levels. In addition, he overhauled retail operations by leveraging data to develop strategies for launching new stores, refining inventory controls, overhauling in-store technology, and implementing online/curbside and cashless capabilities. Prior to that, Jeff was a 25-year management consulting veteran, having founded, grown, and exited two such organizations, and served as an interim C-level executive for two $1B+ companies.

Mara Lamoureux Edgar

Managing Director, Human Capital

The Riverside Company

Read Profile

Bob Rumer

Operating Partner

Adelphi Capital Partners

Mr. Rumer joined Adelphi as an operating partner in late 2022 and engages in developing the investment thesis, the due diligence/vetting process, transaction closing and ultimately to helping build value post-transaction. Bob develops strategic value-creation plans in partnership with the leadership team, and assists the execution of the plans by embedding a data driven approach with KPIs, action plans and reviews of progress milestones utilizing best practices sharing. Creates value within portfolio companies through excellence in core functional areas of leadership, finance, product mgmt., operations, and growth. Bob spent the majority of his career 40-year career as VP of Sales leading a $1+ billion multi-channel 9 lines of business division of CertainTeed, a unit of Saint-Gobain, where he developed leaders, reduced SG&A, grew multiple leading brand product lines and formulated a robust voice of the customer process. More recently, Bob was Executive Director and COO of a $7+ billion building product distributor cooperative, American Wholesale Ltd., where he was responsible for significantly increasing revenue, directed strategic planning initiatives and served in an advisory role for growth strategy and business operations at the senior executive and functional leader levels within member companies.

Adelphi Capital Partners is a private investment firm with experience investing in founder and family-owned businesses across a number of manufacturing and industrial services sectors, including building products and construction. Adelphi invests in businesses with proprietary technologies, advanced manufacturing know-how, innovative product development capabilities, adept management teams, and strong growth potential.

David Acharya

Managing Partner

Acharya Capital Partners

David Acharya is the Managing Partner of ACP where he oversees all aspects of the firm’s investing, management, and strategic activities. He brings over 25 years of investing and transacting experience to ACP. He is a frequent speaker at industry events and is recognized by his peers for his expertise in private equity, capital markets, and portfolio value creation.

Before establishing ACP, Mr. Acharya was a partner of AGI Partners, LLC, a private equity firm, and played a key role in the development of the firm including strategy, hiring, and fundraising. He continues to serve on the board of directors for Impact XM and On Location and will be managing until exit. 

Earlier, Mr. Acharya was a Director of an NYC-based private equity firm where he was responsible for investment sourcing and execution. Among other accomplishments, he sourced and executed Revolution Dancewear, co-sponsored with Incline Equity Partners, and was sold to Audax Group.

Previously, Mr. Acharya was a Vice President with Apprise Media, a private equity firm focused on niche media investments, where he worked with the founders of PRIMEDIA, a former KKR founded portfolio company. Mr. Acharya invested over $200 million in niche media companies across digital, events, and print products in North America, Europe, and Asia. He made significant contributions to Apprise Media’s largest portfolio company Canon Communications, a B2B media company. Canon was successfully sold to United Business Media in 2010.

Mr. Acharya spent 10 years as an investment banker in the highly ranked leveraged finance groups of JP Morgan Chase and Toronto Dominion Securities. He advised, structured, and raised over $18 billion of capital for leading financial sponsors, telecommunications, media, and consumer product companies across the globe. He also advised clients on debt tender/consent transactions that affected over $4 billion of debt. While at Toronto Dominion and as part of its merchant banking initiatives, he was involved in numerous equity investments including Rural Cellular Corporation (sold to Verizon), T-Mobile, Bresnan Communications, and Intermedia Communications (Leo Hindery’s Cable Venture).

In 2020, after completing his term as President of the New York Chapter of the Association for Corporate Growth (ACG), Mr. Acharya was elected as Chairperson. Additionally, he was recently elected to the ACG Global Board of Directors. In recognition of his years of leadership and volunteerism, he was honored with the ACG Meritorious Award.

Mr. Acharya is a graduate of St. John’s University and holds B.S. and M.B.A. degrees with honors. 

Kush Tulsidas

Operating Partner

One Rock Capital

Kush Tulsidas is an Operating Partner focused on sales and marketing strategy and execution at One Rock’s portfolio companies. He is responsible for assessing the growth potential of companies in the investment stage and improving profitable revenue growth post acquisition. Mr. Tulsidas brings over 20 years of experience building and improving businesses and has worked in both large corporate settings as well as in private equity. Prior to joining One Rock, Mr. Tulsidas ran a consulting firm focused on growing private equity-backed companies in the middle market. Prior to that, he worked with The Riverside Company as an Operating Growth Executive. During his career, he has assisted companies across multiple industries improve sales organizations and processes, implement and drive appropriate key performance indicators (“KPI’s”) and grow revenue.

Previously, Mr. Tulsidas worked for the Nielsen Company, where he spent nine years in senior leadership roles within the Sales, Consulting and Process Improvement departments. His most recent role at Nielsen was Senior Vice President, Client Consulting where he led the team responsible for servicing and retaining existing clients, growing share of wallet and driving new business in the media industry. Before joining Nielsen, Mr. Tulsidas worked at Cintas Corporation within their International Business and Six Sigma groups. He also founded and exited Soondar Secrets, an Organic Beauty company. Mr. Tulsidas started his career at KPMG in the audit function.  

Mr. Tulsidas holds a B.Com. in international business and information systems from Curtin University and University of Illinois, Urbana Champaign. Mr. Tulsidas is also a Six Sigma Master Blackbelt and holds various certifications in Six Sigma, management, sales & negotiation and other trainings.

Meetings

Networking Break

3:40pm - 4:10pm Business-Building 1-1 Networking Meetings

Connect with the Investment Firms or Operating Partners specializing in the industry sectors you focus on. We will provide you with a full list of attendees ahead of the event, so you can choose to meet with the most relevant contacts and evaluate the potential for future business collaborations.

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5:00pm - Chairperson’s Closing Remarks

Reception

5:00pm - 6:00pm Cocktail Reception & Raffle Winner Announcement

The cocktail hour after the meetings will give you extra unstructured networking time with any investment firms or operating partners you may not yet have met.

Stop by the United Healthcare booth at the summit for your opportunity to enter the raffle and hear the announcement of the lucky winner.

Sponsored by

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