Private Equity Insights
Recent events moderated by Ben with participants from private equity, corporate development, the c-suite, consulting, and academia.
Wharton Club of Philadelphia
Wharton Club of Boston
Strategic Acquirors vs. Private Equity Investors. Who Wins the Deal?
Thursday, October 12, 2023
6:00pm— 7:00pm - Zoom
Join us virtually on Thursday, October 12th for a panel discussion with private equity investors, strategic acquirors and investment bankers on how they are navigating the current economic environment to win deals, integrate acquisitions and create value. Co-hosted with the Wharton Club of Philadelphia.
Some of the questions that may be answered include:
• What are your investment objectives?
• Where do you find funding?
• Do you need control?
• What is your time horizon?
• What is your exit strategy?
• Who wins the deal?
Ben Brandes
Partner
NewOrigin Investments
Charles Burckmyer
Corporate Development
Culligan International
Bryce Youngren
Managing Partner
Polaris Growth Fund
Claudine Cohen
Managing Principal
CohnReznick
How Do Private Equity Investors Work Best with Their C-Suite Executives?
Thursday, September 7, 2023
12:00pm— 1:00pm - Zoom
Investing in privately help companies (private equity) requires a multi-dimensional approach encompassing investment strategy, access to funds, understanding of investment ecosystem, courage and maybe most importantly – a unbreakable relationship between investors and management! Hear from PE investors and their C-Suite executives on how to navigate the relationship between ownership and management.
Key Learnings for the Audience
1. How are these relationships formed?
· Was the CEO part of transaction or hired post close?
· What characteristics were most important in selection?
· Does the CEO have equity stake?
2. What is the nature of the relationship?
· Is it mainly formal or informal or both?
· If formal, how is the communication structured?
· Who else is involved?
3. What are the benefits of PE ownership from CEO perspective?
· Capital?
· Guidance?
· Sounding board?
· Resources?
· Other?
4. What are the challenges to overcome with PE ownership (if any!)?
5. What are some recommendations for a successful partnership?
Ben Brandes
Partner
NewOrigin Investments
Rob Menn
Managing Director
Gemini Investments
Christina Pai
Partner
Fort Point Capital
Wayne Aaron
CEO
ROX360
Matt Smith
President
AOTCO
The Acquisition is Done: Let the Blaming Begin!
According to SRS/Acquiam, M&A Deal Teams Study (2014) 66% of acquisitions valued at $50 Million+ have post-acquisition disputes. How can CEOs and Board members of acquiring companies reduce the post acquisition dispute trend?
This podcast is a discussion between two leading Board advisors and 12 Board members or CEOs who were invited to attend this program. The podcast is 55 minutes;
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