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Working With Private Equity Groups: Meet PE Groups from Across the US

When: Saturday, Feb 2, 2013, 8:30 AM until 4:00 PM
Where:
Room 621, Gleacher Center of U. of Chicago Booth School of Business
http://www.gleachercenter.com
450 North Cityfront Plaza
Chicago, IL  60611
Additional Info:

Contact: Not Selected
Category: large-scale seminars

Registration: Recommended
Payment: Payment In Advance Or At Event
Event Rules: Select correct registration category for lowest price
No credit cards accepted at door; only cash & checks
Dress: business casual
Cancellation Policy:
Capacity: 0
Available Slots: 0
Registrants & Fees:
RegistrantFeeFee After 1/23/2013
Chicago Booth alum/stud/facult$ 95.00$ 120.00
Entrepreneurial RT Member $ 95.00$ 120.00
Event SponsorNo FeeNo Fee
General Public$ 125.00$ 150.00
Kellogg School of Management$ 95.00$ 120.00

Are you a business owner (or advisor of a business owner) who is looking to sell your business, to finance expansion or recapitalize so that you can take some money out of our business?  You may want to consider selling or working with a private equity group (PEG). 


PEGs come in many different types, sizes and flavors.  In this seminar, you will meet several different types of PEGs from across the country.  You will learn about how the various types of PEGs might benefit you and your business and what each PEG is looking for.  You will have opportunities to meet the PEG leaders face-to-face in informal settings: at breakfast,  breaks, at the luncheon and after the seminar.

Business owners will want to attend if they are:

  • Thinking about selling their business in the next five years
  • Seeking a financial/business partner to help them expand
  • Wishing to remain in their business but take some money out
  • Looking for financing to grow their business

We have selected PEGs to cover a broad spectrum of PEGs.  Each year, we try to involve new PEGs.  Some PEGs have very specific business models and requirements.  Others are more flexible.  Come to find out which PEGs may offer business opportunities for you and your business.  Your business advisors are welcome to attend as well.


 Working Agenda

8:30a.m.       Doors Open, Registration and Networking Breakfast (from Wolfgang Puck Catering)

9:00 a.m.      Welcome & Housekeeping  -- Program Committee

9:00 a.m.      Program Introduction – Joe McCaul, Joseph Associates International (Chicago)

9:15 a.m.      The Private Equity Business Model – Joe Katcha, High Street Capital (Chicago)

9:45 a.m.      Overview of Transaction Types – Duncan Bourne, Wynnchurch Capital (Chicago)

10:15 a.m.    Introduction of Participating Private Equity Groups & Sponsors
10:25 a.m.    Introduction to Structured Networking -- Emil Koulov & Enrique Posse-Costas

10:35 a.m.   Break & First Round of Structured Networking

11:00 a.m.   How PEGs Value and Select Firms to Acquire – James Darnell, KLH Capital (Tampa, FL)

11:50 a.m.   Lunch (Wolfgang Puck) & Second Round Structured Networking with PEGs and Table Top Exhibitors

1:00 p.m.     Picking a PEG – Tom Bagley, Pfingsten Partners (Chicago) & Matt Picciano, Alpine Investors (San Francisco)

1:50 p.m.     Preparing for Sale –Panel of Business Advisors:

                                    Craig McCall, Psy. D., McCall Consulting (Chicago)

                                    Jeff Mengel, CPA,  Plante & Moran, PLLC (Chicago)

                                    Bill Strons, Esq., Huck Bouma PC (Wheaton, IL)

2:45p.m.     Q & A Session & Closing Remarks

3:00p.m.     Networking with PEGs and TableTop Exhibitors