Post on 07-Jul-2020
LET THE DEALS FLOW
O N - S I T E G U I D E
# I N T E R G R O W T H
© 2018 Association for Corporate Growth, Inc. All Rights Reserved.
T o d a y ’ s f a s t - p a c e d m a r k e t r e q u i r e s
a n e d g e . A C G G l o b a l P a r t n e r s
p r o v i d e y o u w i t h t h e e x p e r t i s e
a n d b e s t p r a c t i c e s n e e d e d t o c l o s e
t h e d e a l .
P A R T N E R S I N D R I V I N G M I D D L E - M A R K E T G R O W T H .®
L E A R N M O R E A B O U T A C G PA R T N E R S H I P S ,
V I S I T A C G . O R G / S P O N S O R S H I P
O F F I C I A L S P O N S O R O F G R O W T H S M
G R O W T H L E A D E R
NORTH TOWER
SOUTH TOWER
HOTEL ENTRANCE
PRESIDIO
ROOMS
EXIT OUT TO
MARINA TERRACE
RANCHO
SANTA FE
ROOMS
TORREY P
INES
RO
OM
S
HOTEL LOBBY
MARRIOTT GRAND
BALLROOM
SAN DIEGO
BALLROOM
MARINA KITCHEN
SOUTH TOWER
GUEST ELEVATORS
NO
RTH
TO
WER
GU
ES
T E
LEVA
TO
RS
PACIFIC
BALLROOM
NORTH TOWER
GUEST ELEVATORS
NORTH TOWER
FITNESS
CENTER
SOUTH TOWER
SOUTH TOWER
GUEST ELEVATORS
SANTA
ROSA
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Featured Sessions and Breakout Tracks Pacific Ballroom 14-17, Lower Level
Chapter Leadership Meeting Pacific Ballroom 24, Lower Level
Sponsor Private Meeting Rooms Additional rooms located on 3rd and 4th floors of the South Tower
Transportation Lobby Pacific Ballroom Foyer, Lower Level
Looking for ACG Capital Connection®? ACG Capital Connection will be held on Wednesday, May 2, from 5:00 – 7:30 p.m. during the Opening Reception at Marina Terrace.
For full details on the event, turn to page 20.
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CONFERENCE MAP
L O B B Y L E V E L
L O W E R L E V E L
Registration San Diego Ballroom, Lobby Level
Information Desk Marriott Grand Ballroom Foyer, Lobby Level
InterGrowth Lounge Marriott Grand Ballroom, Lobby Level
ACG DealSource® Marriott Grand Ballroom 1-4, Lobby Level
Early Arrivals Networking Area (Wednesday only) Pacific Ballroom Foyer, Lower Level
Keynote Session and Middle-Market Insights Theater Pacific Ballroom, Lower Level
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Photo Release/Technology Waiver
ACG plans to take photographs and video at InterGrowth and reproduce them in ACG educational,
news or promotional material, whether in print, electronic or other media, including the ACG website.
By participating in InterGrowth, you grant ACG the right to use your name, image and biography for
such purposes. All postings become the property of ACG. Posting may be displayed, distributed or
used by ACG for any purpose.
Your registration may include technology that monitors your activities throughout the meeting, such
as session attendance and booth visits.
Anti-Harassment Policy
ACG and InterGrowth are dedicated to providing a harassment-free conference experience for
everyone. ACG does not tolerate harassment of any form.
TABLE OF CONTENTS
W E L C O M E L E T T E R
I N T E R G R O W T H C O M M I T T E E
A C G A W A R D W I N N E R S
C O N F E R E N C E S C H E D U L E
C O N F E R E N C E A P P
I N T E R G R O W T H L O U N G E
A C G T E C H S H O W C A S E
O P E N I N G R E C E P T I O N & A C G C A P I T A L C O N N E C T I O N ®
E D U C A T I O N
K E Y N O T E P R E S E N T A T I O N
M I D D L E - M A R K E T I N S I G H T S T H E A T E R
B R E A K O U T T R A C K S
F E A T U R E D S E S S I O N S
H A P P Y H O U R R E C E P T I O N
A C G D E A L S O U R C E ®
C L O S I N G R E C E P T I O N
P A R T N E R P R O F I L E S
S P O N S O R P R O F I L E S
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S TAT U S Q U O S I T S I D L E .
Status Go™
S H I F T S I N TO H I G H G E A R .
Ready for a high performance approach
to create value at every turn?
Welcome to Status Go.
gt.com/statusgo
© 2018 Grant Thornton LLP | All rights reserved | U.S. member firm of Grant Thornton International Ltd
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WELCOME TO INTERGROWTH 2018!
It’s been seven years since InterGrowth convened in San
Diego, and while some things have changed, the heart and
soul of the event are still the same–it is the premier dealmaking
conference in the country for middle-market M&A.
LET THE DEALS FLOW OVER THE NEXT THREE DAYS
Perhaps InterGrowth’s greatest strength lies in its ability to
gather the right people for three days of nonstop networking
and business development. The InterGrowth community
represents a who’s who of midmarket dealmaking, and ACG
has created an exceptional program to drive connections
among attendees.
Everyone is invited to the Marina Terrace for the opening
reception and ACG Capital Connection® on Wednesday
evening. On Thursday, the day concludes with a fun and
relaxed happy hour in the InterGrowth Lounge celebrating the
local craft beer scene. And to cap off the conference, raise a
glass at the closing reception on Friday afternoon.
In addition, you’ll find plenty of other opportunities to meet
with fellow attendees, as well as take in some of the top-notch
sessions on the schedule. From keynote speaker Jeff Immelt to
any of the breakout tracks to the new featured sessions, there’s
something for everyone.
THE INTERGROWTH LOUNGE
The InterGrowth Lounge is the networking hub of the
conference and your go-to location for meetings, visiting with
event sponsors, or grabbing refreshments, breakfast and lunch.
Plus, ACG has some welcome surprises for you this year,
including a virtual reality competition and more.
Thank you again for joining us at InterGrowth 2018.
On behalf of the entire InterGrowth steering committee, the
staff and volunteers of ACG and our sponsors, we hope you
enjoy this year’s event.
Chris Hebble
InterGrowth 2018 Chairman
Houlihan Lokey
ACG Los Angeles
J.B. Dollison
ACG Global Board Chairman
Crutchfield Capital Corporation
ACG Houston
Tap into Insperity’s distinctive M&A approach
Insperity is in your corner. We help
you fight the M&A competition to
succeed. Our HR services help you:
• Facilitate high growth bolt-on strategies
• Avoid costly HR issues
• Grow portfolio companies faster with less risk
• Prepare for sell-side due diligence
Visit us at our booth at Intergrowth. For more information about Insperity go to insperity.com/acg or call 866-814-6817.
Insperity is an official sponsor of Growth.
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INTERGROWTH 2018 COMMITTEE
Chris Hebble
InterGrowth 2018 Chairman
Houlihan Lokey
ACG Los Angeles
Scott Linch
InterGrowth 2019 Chairman
DHG
ACG Charlotte
Les Alexander
Jefferson Capital Partners
ACG Louisiana
Jason Brown
Victory Park
Capital Advisors, LLC
ACG Los Angeles
J.B. Dollison
Crutchfield Capital Corporation
ACG Houston
Ramsey Goodrich
Carter Morse & Mathias
ACG Connecticut
Richard P. Jaffe
Duane Morris LLP
ACG Philadelphia
L E A D E R S H I P
W. Braun Jones III
Stonehaven Capital, LLC
ACG National Capital
Karin Kovacic
Monroe Capital, LLC
ACG Connecticut
Angela MacPhee
RGL Forensics
ACG Denver
Christine Melendes
Vice President,
Strategic Events &
Partnerships
ACG Global
Cassandra Mott
Thompson & Knight LLP
ACG Houston
Michael Vaccarella
Wipfli LLP – CPAs and
Consultants
ACG Chicago
Copyright © 2018 by S&P Global Market Intelligence, a division of S&P Global Inc. All rights reserved.
Easily turn information into actionable insights.S&P Global Market Intelligence offers you insightful and timely news, research, and data tailored to your companies and sectors of interest.
Our public and private company profiles, market-moving news, broker research andestimates, screening, and find buyers tools provide private equity practitioners with an essential toolkit to identify new investment opportunities, value portfolio companies, and maximize the exit.
spglobal.com/marketintelligence
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MERITORIOUS SERVICEAWARD WINNERS
The ACG Meritorious Service Award recognizes leaders in ACG
who have contributed to the success of the organization through
extraordinary volunteer service and achievement. Congratulations
to the following recipients of this prestigious award:
A W A R D S
Sally Glick
Principal and Chief Growth Strategist
Sobel & Co., LLC
ACG New Jersey
Jeremy Harrison
Regional Group Head, Senior Vice
President and Senior Business
Development Offi cer - Business Capital
Bank of America Merrill Lynch
ACG UK
Paul Kleinkauf
Regional Director
Merrill Corporation
ACG Atlanta
Karen Tuleta
Partner
MPE Partners
ACG Cleveland
Ward V.S. Cerny
Vice President
AllianceBernstein
ACG Denver
Colt Luedde
Managing Director
GulfStar Group
ACG Houston
SEE CHALLENGES BEFORE THEY’RE CHALLENGING.
To make confident decisions about the future, middle market leaders need a different kind of advisor. One who starts by understanding where you want to go and then brings the ideas and insights of an experienced global team to help get you there.
Experience the power of being understood. Experience RSM.
rsmus.com
We’re up to speed, so you can go full speed.
RSM US LLP is the U.S. member firm of RSM International, a global network of independent audit, tax and consulting firms. Visit rsmus.com /aboutus for more information regarding RSM US LLP and RSM International.
dentons.com© 2018 Dentons. Dentons is a global legal practice providing client services worldwide through its member firms and affiliates. Attorney Advertising. Please see dentons.com for Legal Notices.
*Acritas Global Elite Law Firm Brand Index 2013–2017.
Dentons is proud to sponsor the 2018 ACG InterGrowth Conference.
Dentons. The world’s largestglobal elite law firm.*
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CONFERENCE SCHEDULE*
For complete details, including full description and speakers,
log onto the official InterGrowth 2018 conference app.
W E D N E S D A Y, M A Y 2
8:00 a.m. – 7:30 p.m.
InterGrowth Conference Registration
San Diego Ballroom A
8:00 a.m. – 1:00 p.m.
Early Arrivals Meet-Up Area
Pacific Ballroom Pre-Function Space
1:00 – 5:00 p.m.
INTERGROWTH LOUNGE
Marriott Grand Ballroom
1:00 – 2:45 p.m.
Inside the LP Mind: A Fundraising Seminar
Pacific Ballroom 16
1:00 – 5:00 p.m.
Chapter Leadership Meeting (Invite Only)
Pacific Ballroom 24
1:00 – 5:00 p.m.
ACG DEALSOURCE®
Marriott Grand Ballroom 1-4
3:00 – 3:50 p.m.
CONCURRENT BREAKOUT TRACKS
TRACK 1: PRIVATE EQUITY IN
AN AGE OF SPECIALIZATION
A Closer Look at Multi-Site Health Care Investments
Pacific Ballroom 14
TRACK 2: TECHNOLOGY & THE M&A MARKET
Technology and New Mobility Drive Significant
Changes in the Automotive and Aftermarket Industry
Pacific Ballroom 15
TRACK 3: EXIT & SUCCESSION PLANNING
Transitioning Family-Owned Companies:
Things Most Buyers Don’t Consider
Pacific Ballroom 16
TRACK 4: BUILDING BUSINESSES:
ADDING VALUE ONCE THE DEAL IS DONE
Creating Value in the New Economy
Pacific Ballroom 17
C O N F E R E N C E S C H E D U L E
*As of 4/2/2018. Schedule subject to change.
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C O N F E R E N C E S C H E D U L E
4:00 – 4:50 p.m.
CONCURRENT BREAKOUT TRACKS
TRACK 2: TECHNOLOGY & THE M&A MARKET
The Increasing Presence of Private Equity in
Technology and Venture
Pacifi c Ballroom 15
TRACK 3: EXIT & SUCCESSION PLANNING
How (Not) to Screw Up Your Exit
Pacifi c Ballroom 16
TRACK 4: BUILDING BUSINESSES:
ADDING VALUE ONCE THE DEAL IS DONE
Leveraging Your Lender:
Before, During and After the Deal Closes
Pacifi c Ballroom 17
5:00 – 7:30 p.m.
OPENING RECEPTION & ACG CAPITAL CONNECTION®
Marina Terrace (Outside, North Tower–Pool Level)
bkd.com/pe | @bkd_PE
When you’re looking to enhance value in volatile times, our bold, battle-tested pros can help you win the day with solutions for each stage of your investment cycle.
Everyone needs a trusted advisor.Who’s yours?
Failure is not an option.
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C O N F E R E N C E S C H E D U L E
T H U R S D A Y, M A Y 3
6:00 a.m. – 6:00 p.m.
InterGrowth Conference Registration
San Diego Ballroom A
6:00 – 7:00 a.m.
Yoga
Coronado Terrace
6:00 – 7:00 a.m.
5K Run
Waterfront
6:00 – 7:00 a.m.
Spin
Pure Studio
Note: Bus leaves from the Transportation Lobby
(Pacific Ballroom) at 5:15 a.m.
8:00 – 9:30 a.m.
Networking Breakfast
Marriott Grand Ballroom
8:00 a.m. – 6:00 p.m.
INTERGROWTH LOUNGE
Marriott Grand Ballroom
8:15 – 9:50 a.m.
WOMEN’S NETWORKING BREAKFAST
AND FEATURED SESSION
Pacific Ballroom 14-15
9:00 – 9:50 a.m.
The Importance of Gender-Diverse Boards and
Management When Investing in Companies
9:00 a.m. – 5:00 p.m.
ACG DEALSOURCE
Marriott Grand Ballroom 1-4
10:00 a.m. – 12:00 p.m.
MIDDLE-MARKET INSIGHTS THEATER SESSIONS
Pacific Ballroom
10:00 – 10:50 a.m.
Where M&A Deals Go Wrong –
Lessons Learned from the Frontline
11:10 a.m. – 12:00 p.m.
Is There a New Normal in Middle-Market Private Equity?
12:00 – 1:30 p.m.
Networking Lunch
Marriott Grand Ballroom
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C O N F E R E N C E S C H E D U L E
1:00 – 1:50 p.m.
CONCURRENT FEATURED SESSIONS
Pacific Ballroom 14-15 & 16-17
Updates from the Capitol –
The Latest on Tax Reform and M&A
Pacific Ballroom 14-15
Innovation Investing: How to Be
on the Right Side of Disruption
Pacific Ballroom 16-17
2:00 – 3:30 p.m.
KEYNOTE PRESENTATION FEATURING JEFF IMMELT
Pacific Ballroom
4:30 – 6:00 p.m.
CRAFT BEER HAPPY HOUR RECEPTION
Marriott Grand Ballroom
THAT NAME KEEPS POPPING UP MORE AND
MORE AS DEAL COUNSEL.
WHAT’S THE DEAL WITH
DUANE MORRIS?
For more information on how seriously we take our deals, please contact BRIAN KERWIN, chair of our global Corporate Practice, at
312.499.6737 or bpkerwin@duanemorris.com.
Duane Morris LLP – A Delaware limited liability partnership
An Am Law 100
www.duanemorris.com
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F R I D A Y, M A Y 4
6:30 a.m. – 12:00 p.m.
InterGrowth Conference Registration
San Diego Ballroom A
7:00 a.m. – 1:30 p.m.
Golf Tournament
Steele Canyon Golf Club
Note: Bus leaves from the Transportation Lobby
(Pacific Ballroom) at 7:00 a.m.
8:00 a.m. – 12:00 p.m.
Tennis Tournament
Balboa Tennis Club
Note: Bus leaves from the Transportation Lobby
(Pacific Ballroom) at 7:15 a.m.
8:00 – 9:30 a.m.
Networking Breakfast
Marriott Grand Ballroom
8:00 a.m. – 12:00 p.m.
INTERGROWTH LOUNGE
Marriott Grand Ballroom
9:00 a.m. – 12:00 p.m.
ACG DEALSOURCE
Marriott Grand Ballroom 1-4
10:00 – 10:50 a.m.
FEATURED SESSION
Pacific Ballroom 16-17
Filling the Workforce Gap: Talent Management
Best Practices for Your Midmarket Business
Pacific Ballroom 16-17
12:00 – 2:30 p.m.
CLOSING RECEPTION
Tequila Bar
C O N F E R E N C E S C H E D U L E
G R O W T H C H A M P I O N
G R O W T H S U P P O R T E R
© 2018 Association for Corporate Growth, Inc. All Rights Reserved.
A C G G l o b a l P a r t n e r s h e l p e x p a n d
y o u r m i d d l e - m a r k e t n e t w o r k ,
p r o v i d i n g v a l u a b l e c o n n e c t i o n s
w i t h c o r p o r a t e c l i e n t s a n d a
c o n s i s t e n t s o u r c e o f d e a l s f o r
c a p i t a l p r o v i d e r s .
P A R T N E R S I N D R I V I N G M I D D L E - M A R K E T G R O W T H .®
L E A R N M O R E A B O U T A C G PA R T N E R S H I P S ,
V I S I T A C G . O R G / S P O N S O R S H I P
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INTERGROWTH 2018 CONFERENCE APP
Be sure to download the official InterGrowth 2018 conference
app. With it, you can view and search the attendee list and
request meetings. Plus, enjoy full access to the PitchBook
Platform to get the information you need about companies,
funds or investors.*
In addition, full schedule details of the InterGrowth program,
including session descriptions and speakers, are available
exclusively on the app. Log in today and create your custom
InterGrowth schedule.
LOOKING FOR A PLACE TO MEET?
This year, there are two meeting areas in the InterGrowth
Lounge clearly marked for your convenience in scheduling your
meetings. These easy-to-identify areas have numbered tables
to make it easy to find your connections at the event.
Available for download on:
Need assistance? Please visit PitchBook’s booth (#206)
in the InterGrowth Lounge for assistance.
S P O N S O R E D B Y
Powered by PitchBook
C O N F E R E N C E A P P
*For a limited time. Access available through Friday, May 18, 2018.
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I N T E R G R O W T H L O U N G E
WELCOME TO THE INTERGROWTH LOUNGE
Wednesday, May 2 | 1:00 – 5:00 p.m.
Thursday, May 3 | 8:00 a.m. – 6:00 p.m.
Friday, May 4 | 8:00 a.m. – 12:00 p.m.
Marriott Grand Ballroom
With plenty of seating, refreshments throughout the day and
a variety of solutions to optimize your deal flow, head to the
InterGrowth Lounge whenever you’re not in a session.
• All breakfasts, lunch and breaks
• Middle Market Growth Backyard: Relax in this
InterGrowth oasis featuring games and refreshing
Arnold Palmers
• Knock one out of the park at the Home Run Derby
Virtual Reality competition
• Need a caffeine boost? Stop by the Espresso Bar
• Power up at the Charging Stations
• See the latest tech solutions for the middle market at the
ACG TechShowcase (see page 20 for details)
There are meeting areas in the InterGrowth Lounge clearly
marked for your convenience in scheduling your meetings.
These easy-to-identify areas offer numbered tables and plenty
of seating, making it easy to find your connections at the event.
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I N T E R G R O W T H L O U N G E
SPONSOR LEGEND*
ACG Chicago ...................117
Ansarada ..........................124
Antares Capital .................202
Aon Transaction
Solutions ...........................108
Atlantix Partners ...............121
B/D Compliance
Associates / Bridge
Capital Associates ...........113
BDO US LLP .....................110
BKD, LLP ..........................130
Black Mountain ................120
Buyouts Insider ................218
CBIZ .................................203
CliftonLarsonAllen ............119
CohnReznick LLP .............106
Consero Global ................300
Cortland Capital
Market Services ................123
CT Corporation .................210
DataFox ............................213
DealVDR ...........................116
Dentons ............................102
DHG ..................................104
Duane Morris LLP .............201
East West Associates .......221
EisnerAmper LLP ..............128
Exio ...................................304
Generational Group ..........118
GF Data®...........................301
Ghurka ..............................215
Gowling WLG ...................105
Grant Thornton LLP ..........207
Insperity ............................208
Medley Capital .................103
Mergers & Acquisitions ....212
National Center
for the Middle Market ......125
PEI Media Group ..............101
Pepper Hamilton LLP .......126
PitchBook .........................206
Plante Moran ....................205
Preqin ...............................209
Research Now SSI ...........122
Rhythm Systems ..............302
RKON ...............................216
RSM US LLP ....................204
S&P Global
Market Intelligence ..........129
SourceScrub .....................217
Source2 ............................303
Spins LLC .........................107
Stifel .................................111
STNL Advisors ..................100
Tatum, a
Randstad Company .........115
Thomson Reuters .............214
TriNet ................................112
Twin Brook
Capital Partners ................114
Venable LLP .....................109
Vistra ................................211
Wipfli LLP –
CPAs and Consultants .....306
For full profiles,
turn to page 36
*As of 4/4/2018
1918
I N T E R G R O W T H L O U N G E
Home Run Derby Virtual Reality
Espresso Station
Charging Station
Shoe Shine
M E E T I N G A R E A 1
A C G T E C H S H O W C A S E
A C G D E A L S O U R C E
G R A N D B A L L R O
ENTRANCE TO INTERGROWTH LOUNGE
ENTRANCE TO ACG DEALSOURCE
105
210
209
104
116 117 118115
208
110
111
114
113
112
109
221
106
108
107
300 302
301 303
304
305
306
TEL
BY
I N T E R G R O W T H L O U N G E
A S E
R E M O T EO F F I C E S
L R O O M F O Y E R
M E E T I N G A R E A 2
207
A C G
P U B L I C
P O L I C Y
211
213
215
217
219
102
204
203
212
214
216
218
129
128
126
120 121 122 123 124 125
205
206
119
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101 100
202
201 130
103
// BACKYARD
LOOKING FOR A PLACE TO MEET?This year, there are two meeting areas in the InterGrowth
Lounge clearly marked for your convenience in scheduling your
meetings. These easy-to-identify areas have plenty of seating
and make it easy to fi nd your connections at the event.
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Additional exhbitors who provide technology solutions:
• Ansarada
• Axial
• Black Mountain
• DataFox
• Deal VDR
• PitchBook
• Preqin
ACG TECHSHOWCASE
The InterGrowth Lounge
Marriott Grand Ballroom
The ACG TechShowcase returns to InterGrowth. Located in
the InterGrowth Lounge, be sure to stop by the participating
firms to learn more about the latest technology and services
available to the middle market.
Don’t forget to stop by the Home Run Derby Virtual Reality
competition and take your best swing.
• Research Now SSI
• RKON
• S&P Global Market Intelligence
• SourceScrub
• Spins LLC
• Thomson Reuters
I N V E S T M E N T B A N K I N G
E V E N T S P O N S O R S
A L L I A N C E PA R T N E R S
The Financial Executives
Networking Group (FENG)
Kayo Conference Series LLC
National Center for
the Middle Market
PEI Media Group
Privcap
Turnaround
Management Association
Women’s Alternative
Investment Summit (WAIS)
Women’s Private
Equity Summit (WPES)
THANK YOU EVENT SPONSORS AND ALLIANCE PARTNERS
© 2018 Association for Corporate Growth, Inc. All Rights Reserved.
Practical Solutions. Exceptional Results.
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O P E N I N G R E C E P T I O N
OPENING RECEPTION & ACG CAPITAL CONNECTION
I N P A R T N E R S H I P W I T H
Wednesday, May 2 | 5:00 – 7:30 p.m.
Marina Terrace (Outside, North Tower–Pool Level)
Open to all registered InterGrowth attendees, the opening
reception and ACG Capital Connection cap off your first day.
Grab a drink and a bite to eat, and enjoy the sunny San Diego
weather while visiting with more than 100 equity providers
and corporate strategic acquirers. It’s the perfect opportunity
to stop by and discuss the exhibiting firms’ operations,
investment focuses and portfolio companies.
Please Note: A separate ACG Capital Connection guide
will be available at the event. The guide contains a map to
easily find any of the exhibiting organizations, along with
their firm classification, markets served in EBITDA and
investment ranges.
PARTICIPATING FIRMS*
AEA Investors LP
Alaris Royalty Corp.
Alpine Investors
Altus Capital Partners
American Industrial Partners
Ardenton Capital
ArrowMark Partners
Ashland Capital Partners
Aterian Investment Partners
Audax Group
Auxo Investment Partners
Bain Capital Double Impact Fund (BCDI)
BBH Capital Partners
BelHealth Investment Partners
Blue Sea Capital
Branford Castle Partners, L.P.
Brynwood Partners
Capital Partners
CapitalWorks, LLC
Castanea Partners
CCI Growth Capital
CenterGate Capital
CenterOak Partners
Century Park Capital Partners
Chatham Capital
CITIC Capital
Clarion Capital Partners, LLC
Clearlake Capital
Clearview Capital
The Compass Group
Comvest Partners
CORE Industrial Partners
Cortec Group
Dorilton Capital
Eli Global
Encore Consumer Capital
EOS Partners
Eureka Growth Capital
Five Points Capital
Freemark Partners
Frontenac
Frontier Capital
Gauge Capital
*As of 4/5/2018
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O P E N I N G R E C E P T I O N
GenNx360 Capital Partners
Goldner Hawn Johnson & Morrison
Graycliff Partners
Grey Mountain Partners
Greyrock Capital Group
Gridiron Capital
Gryphon Investors
H.I.G. Capital
Hamilton Robinson Capital Partners
Harvest Partners
The Heritage Group
Hidden Harbor Capital Partners
High Road Capital Partners
Highview Capital
Huron Capital
Incline Equity Partners
Insight Equity
Juggernaut Capital Partners
JZ Partners
Kaulig Capital, LLC
KCB Private Equity
L Squared Capital Partners
LaSalle Capital
Lindsay Goldberg
Linsalata Capital Partners
Littlejohn & Co., LLC
Macquarie Corporate and Asset Finance
Medley Capital
Monomoy Capital Partners
Monroe Capital
MPE Partners
NexPhase Capital
Noble Four Partners, LLC
NorthCreek Mezzanine
Northlane Capital Partners
Northstar Capital
O2 Investment Partners, LLC
Odyssey Investment Partners
OFS Capital
OpenGate Capital
Orchard Holdings Group
Palladium Equity Partners, LLC
Prospect Capital
Prudential Capital Partners
River Associates Investments, LP
The Riverside Company
RLJ Equity Partners
Rockwood Equity Partners
Safanad
Saw Mill Capital
Sentinel Capital Partners
Serent Capital
ShoreView Industries
Silver Oak Services Partners
Southfield Capital
Spanos Barber Jesse & Co.
Spire Capital Partners
Sterling Investment Partners
Stonehenge Partners
Summit Partners Credit Advisors
Susquehanna Private Capital
Tide Rock Holdings
Transom Capital Group
Triangle Capital Corporation
Trilantic Capital Partners
TSG Consumer Partners
TZP Group
Victor Capital Partners
VION Investments
Watermill Group
Weinberg Capital Group
Wellspring Capital
Management
WestView Capital Partners
Worthington Industries
ZS Fund LP
1,000+ Deals Closed.
240+ Sponsors.
Zero takenfor granted.
GolubCapital.com
For more than 20 years, we have combined best in class reliability with experienced deal makers who are focused on establishing long-term partnerships.
Breakout Session Details:
Presented by
WEDNESDAY, MAY 2nd | 4:00–4:50 P.M.
Leveraging Your Lender—before, during and after the deal closes
Creating Value ByUnderstanding Your Business.We Put Quality In The Earnings.
Learn more at
EisnerAmper.com/PE
25
K E Y N O T E P R E S E N TAT I O N
KEYNOTE PRESENTATION WITH JEFF IMMELT
Thursday, May 3 | 2:00 – 3:30 p.m.
Pacific Ballroom 18-22
Jeff Immelt has been named one of the “World’s Best CEOs”
three times by Barron’s and with good reason. Hear how he
transformed GE into a simpler, stronger and more focused
digital industrial company by revamping the company’s
strategy, global footprint, workforce and culture. Under
his leadership, GE was named “America’s Most Admired
Company” by Fortune magazine and one of “The World’s Most
Respected Companies” in polls by Barron’s and Financial
Times. Since leaving GE, Immelt has brought his knowledge
and expertise to Silicon Valley, as a partner at the venture
capital firm New Enterprise Associates.
Don’t miss this session moderated by Jay Jester, managing
director of Audax Private Equity. He joined Audax Private
Equity at its inception in 2000 and is one of the original senior
investment professionals at the firm, which has invested $4.5
billion in 112 platforms and 645 add-on companies. Jester
serves on the ACG Global board of directors and is also a
member of YPO in New England.
Jeff Immelt
Former Chairman of GE, and
Partner, New Enterprise Associates
MODERATOR
Jay Jester
Managing Director
Audax Private Equity
26
I N P A R T N E R S H I P W I T H
A duo of compelling 50-minute-long discussions, Middle-
Market Insights Theater features panelists and speakers who
are experts on the most pressing issues facing the middle
market and private capital investment.
WHERE M&A DEALS GO WRONG–
LESSONS LEARNED FROM THE FRONTLINE presented in partnership with Grant Thornton LLP
Thursday, May 3 | 10:00 – 10:50 a.m.
Pacific Ballroom
Currently, over two-thirds of completed deals fall short of their
targeted ROI within two years of close, and without behavioral
changes to optimize performance during the investment period,
this will continue. In this session, Grant Thornton will reveal the
results of their 2018 U.S. Deal Value Curve Study, and discuss
why investment returns are compromised and how to get a
different outcome.
IS THERE A NEW NORMAL IN
MIDDLE-MARKET PRIVATE EQUITY? presented in partnership with Insperity
Thursday, May 3 | 11:10 a.m. – 12:00 p.m.
Pacific Ballroom
Hear this expert panel share in-depth data and their hands-on
experience to answer the question: “Is There a New Normal
in Middle-Market Private Equity?” They’ll also tackle other
pressing questions, including: What is behind the rise in add-
ons and secondary purchases between PE firms, and what
does it mean for the next decade in the industry? Is there a
new financial calculus for growing portfolio companies?
Is outsourcing the new approach for protecting
management bandwidth?
For complete details, including speakers, log onto the
official InterGrowth 2018 conference app.
Read the
Today!LATEST ISSUE
PICK UP A COPY OF THE IMPACT INVESTING EDITION OF
MMG IN THE INTERGROWTH PUBLICATION BINS.
28
BREAKOUT TRACKS
Wednesday, May 2
Pacific Ballroom 14-17
Hear a series of dynamic panel discussions with four distinct areas
of focus:
TRACK 1: PRIVATE EQUITY IN AN AGE OF SPECIALIZATION
3:00 – 3:50 p.m.
A Closer Look at Multi-Site Health Care Investments
In partnership with DHG
Pacific Ballroom 14
TRACK 2: TECHNOLOGY & THE M&A MARKET
3:00 – 3:50 p.m.
Technology and New Mobility Drive Significant Changes
in the Automotive and Aftermarket Industry
In partnership with Plante Moran
Pacific Ballroom 15
4:00 – 4:50 p.m.
The Increasing Presence of Private
Equity in Technology and Venture
In partnership with PitchBook
Pacific Ballroom 15
TRACK 3: EXIT & SUCCESSION PLANNING
3:00 – 3:50 p.m.
Transitioning Family-Owned Companies:
Things Most Buyers Don’t Consider
In partnership with BKD
Pacific Ballroom 16
4:00 – 4:50 p.m.
How (Not) to Screw Up Your Exit
In partnership with Venable LLP
Pacific Ballroom 16
TRACK 4: BUILDING BUSINESSES:
ADDING VALUE ONCE THE DEAL IS DONE
3:00 – 3:50 p.m.
Creating Value in the New Economy
In partnership with S&P Global Market Intelligence
Pacific Ballroom 17
4:00 – 4:50 p.m.
Leveraging Your Lender:
Before, During and After the Deal Closes
In partnership with Golub Capital
Pacific Ballroom 17
For complete details, including a full description
and speakers, log onto the official InterGrowth 2018
conference app.
Make the mark.
plantemoran.com/private-equity
• Transaction advisory • Tax • Audit• Strategy
• Finance & accounting
outsourcing• Technology • Operations
Michele McHale, partner
Trusted answers for trusted advisors.
Our unique solutions help you serve clients and prospects with confidence that your advice is solid.
Learn more about our trusted answers for trusted advisors at financial.tr.com/eikon-ib
The answer is Eikon.
© 2018 Thomson Reuters S065751/3-18
30
F E AT U R E D S E S S I O N S
NEW IN 2018! FEATURED SESSIONS
New this year, these sessions spotlight timely and
relevant topics.
THE IMPORTANCE OF GENDER-DIVERSE BOARDS AND
MANAGEMENT WHEN INVESTING IN COMPANIES presented in partnership with
Antares Capital and Atlantix Partners
Networking Breakfast & Panel Discussion
Thursday, May 3 | 8:15 – 9:50 a.m.
Pacific Ballroom 16-17
8:15 – 9:00 a.m.
Women’s Networking Breakfast*
9:00 – 9:50 a.m.
Panel Discussion
UPDATES FROM THE CAPITOL –
THE LATEST ON TAX REFORM AND M&A
Thursday, May 3 | 1:00 – 1:50 p.m.
Pacific Ballroom 14-15
INNOVATION INVESTING:
HOW TO BE ON THE RIGHT SIDE OF DISRUPTION presented in partnership with Ansarada
Thursday, May 3 | 1:00 – 1:50 p.m.
Pacific Ballroom 16-17
FILLING THE WORKFORCE GAP:
TALENT MANAGEMENT BEST PRACTICES
FOR YOUR MIDMARKET BUSINESS
Friday, May 4 | 10:00 – 10:50 a.m.
Pacific Ballroom 16-17
For complete details, including a full description
and speakers, log onto the official InterGrowth 2018
conference app.
*Additional registration required
© 2018 Association for Corporate Growth. All Rights Reserved.
R E G I S T R A T I O N O P E N S S O O N
W W W . A C G . O R G
With an unparalleled practice at the nexus of the public and private sectors, Venable provides solutions to complex business challenges and ensures that our clients thrive in this highly regulated economy.
CALIFORNIA | DELAWARE | MARYLAND | NEW YORK | VIRGINIA | WASHINGTON, DC
Where the middle market turns
Charles J. Morton, Esq. | 750 East Pratt Street, Suite 900, Baltimore, MD | Attorney advertising.
Your Home Run Deal Is Out There
Is the middle market throwing you curveballs? Success is just one swing away - Wipfli is here to coach you to a “W.” From fund formation and compliance, to confident transactions, to portfolio performance, you get a powerhouse of expertise to take you from the sandlot to the big leagues.
Visit us in the VR Home Run Derby Area and play to win!
© 2018 Wipfli LLP
wipfli.com/PrivateEquity
33
H A P P Y H O U R
CRAFT BEER HAPPY HOUR IN THE INTERGROWTH LOUNGE
Thursday, May 3 | 4:30 – 6:00 p.m.
The InterGrowth Lounge
Marriott Grand Ballroom
Close out the second day of the conference with your fellow
attendees in the InterGrowth Lounge for a relaxing happy hour.
Each fully stocked bar will feature a different local craft beer
brewed in the San Diego area. Raise a glass and enjoy!
Craft beers include:
• Alesmith, Lil’ Devil
• Ballast Point, Pineapple Sculpin IPA
• Belching Beaver, Me So Honey Blonde
• Karl Strauss, Red Trolley
• Green Flash, Soul Style IPA
• Julian, Hard Apple Cider
• Modern Times, Tortuga
• Stone, Delicious IPA
I N P A R T N E R S H I P W I T H
34
A C G D E A L S O U R C E
I N P A R T N E R S H I P W I T H
Wednesday, May 2 | 1:00 – 5:00 p.m.
Thursday, May 3 | 9:00 a.m. – 5:00 p.m.
Friday, May 4 | 9:00 a.m. – 12:00 p.m.
Marriott Grand Ballroom 1-4
ACG DealSource features investment bankers who have
pre-scheduled 20-minute one-on-one meetings. If you have a
scheduled appointment with an ACG DealSource investment
banker, head to Marriott Grand Ballroom 1-4.
PARTICIPATING FIRMS*
7 Mile Advisors
Alantra
Armory Securities
Baker Tilly
BDA Partners
BDO USA LLP
BlackArch Partners
BMO Capital Markets
Bowen Advisors
Bruderman Brothers LLC
Childs Advisory Partners
Clayton Capital Partners
Crutchfield Capital Corporation
Deloitte Corporate Finance
Dinan & Company, LLC
Dinan Capital Advisors
Doeren Mayhew Capital Advisors
Duff & Phelps LLC
EA Markets
Farlie Turner & Co
FMI Capital Advisors, Inc.
G2 Capital Advisors, LLC
GCA Advisors, LLC
Generational Group
Griffin Financial Group LLC
Harris Williams & Co.
Harvey & Company LLC
Hyde Park Capital Advisors, LLC
Imperial Capital
J.P. Morgan
KippsDeSanto & Co.
Livingstone Partners
MHT Partners
Network Corporate Finance Gbmh & Co. Kg
RA Capital Advisors LLC
Raymond James
RBC Midmarket M&A
Richard Vander Kaay & Associates, Inc.
SMBC Nikko
Stout Risius Ross, Inc.
TD Securities
TM Capital
United Mergers & Acquisitions
Valufinder Group
William Blair
*As of 4/5/2018
DealMaker Portal is your dashboard view into the people and information you need to compete
in private equity and mid-market M&A.
Introducing The New
Contact Dominique Gageant at 212-803-8882 or Dominique.Gageant@sourcemedia.com for more information.
DealMakerPortal.com
I met a contact
at an ACG event
that led to one of
our biggest deals
to date.
S E E T H E
P O W E R T H A T
M E M B E R S H I P
B R I N G S
J O I N T O D A Y
A T A C G . O R G
© 2018 Association for Corporate Growth. All Rights Reserved.
T H E P O W E R O F
37
H A P P Y H O U R
CLOSING RECEPTION
Friday, May 4 | 12:00 – 2:30 p.m.
Tequila Bar
Join us poolside at Tequila Bar to celebrate the close of another
great InterGrowth! Raise a glass with your fellow attendees and
soak up the incredible San Diego weather.
There will also be drinks and snacks available for you
to enjoy.
I N P A R T N E R S H I P W I T H
GROW WITH US.MIDDLE MARKET
GROWTH EXPANDS TO
SIX ISSUES PER YEAR!
LEARN HOW.
MIDDLEMARKETGROWTH.ORG/ADVERTISE
• Reach 90,000 M&A professionals
• Lock in your spot for the September/
October food and beverage issue
• Hurry – The deadline is July 3
38
O F F I C I A L S P O N S O R O F G R O W T H
Grant Thornton LLP
171 N. Clark St., Ste. 200
Chicago, IL 60601
312-856-0200
www.grantthornton.com
Booth #207
Grant Thornton LLP is the U.S. member firm of Grant Thornton
International Ltd, one of the world’s leading organizations of
independent audit, tax and advisory firms. Grant Thornton
specializes in serving middle-market companies, particularly
private companies. Whether providing diligence for the latest
transaction or addressing the needs of companies as they
scale in size, Grant Thornton takes a fresh look at each client to
provide service that is customized to their structure and growth
trajectory.
Contact:
Sal Fira
Partner and National Managing Partner,
Private Equity Industry
T: 214-561-2460
E: sal.fira@us.gt.com
39
O F F I C I A L S P O N S O R O F G R O W T H
Insperity
19001 Crescent Springs Dr.
Kingwood, TX 77339
800-465-3800
www.insperity.com/acg
Booth #208
Insperity, a trusted adviser to America’s best businesses
for more than 30 years, provides a game-changing line-
up of human resources and business solutions designed
to help companies run better, grow faster and make more
money. Insperity’s strategic solutions offer one of the most
comprehensive suite of products and services available in the
marketplace.
Resulting from a strategic alliance between ACG and Insperity,
the Insperity® Capital Growth Program helps private equity
firms gain the edge over their competition. The program
was developed to help ACG members achieve a level of
predictability in their human resources function so they can
concentrate on their business goals and portfolio growth.
This acclaimed program provides several key solutions for
private equity firms, as well as emerging growth and middle-
market companies. Firms can fuel their success with improved
speed of execution, more accurate forecasting and useful
insights to quickly realize value from bolt-on transactions.
Insperity business performance solutions support more than
100,000 businesses with over 2 million employees. With
2017 revenues of $3.3 billion, Insperity operates in 68 offices
throughout the United States. For more information, visit
insperity.com/acg.
40
G R O W T H L E A D E R
As the largest CPA firm headquartered in the southern U.S.
and among the nation’s top 20, DHG provides the best
combination of national-caliber talent and resources with the
flexibility of a smaller local accounting firm. Our professionals
offer an essential combination of industry and subject matter
knowledge. DHG provides clients a collaborative approach
minimizing the need to segregate the services required from
multiple service providers. We leverage extensive knowledge
about, and presence within, the middle market, providing a
resourceful, one-stop solution at any stage of the deal life cycle
for private equity groups, portfolio companies and companies
that may be acquired or sold. We integrate our national industry
sectors to bring experience, insight and tangible value to the
middle market and private equity industry as a whole.
Mergers & Acquisitions covers all aspects of middle-market
dealmaking, including identifying acquisition targets,
negotiating transactions, performing due diligence and
closing deals. The brand’s website at TheMiddleMarket.com
is continuously updated, providing real-time analysis of news
and trends in M&A. Its monthly magazine is published in
partnership with the Association for Corporate Growth, a global
organization comprised of thousands of private equity firms,
corporate officials and intermediaries.
PitchBook is a financial data and software company that
provides clarity into the capital markets to help professionals
discover and execute opportunities with confidence and
efficiency. We collect and analyze detailed data on the entire
venture capital, private equity and M&A landscape—including
public and private companies, investors, funds, investments,
exits and people. Our data and analysis are available through
our suite of products (the PitchBook Platform), industry news
and in-depth reports.
DHG
4350 Congress St., Ste. 900
Charlotte, NC 28209
704-367-7020
www.dhgllp.com/PE
Booth #104
Mergers & Acquisitions
One State Street Plz., 27th Fl.
New York, NY 10004
212-803-8638
www.themiddlemarket.com
Booth #212
PitchBook
901 Fifth Ave., Ste. 1200
Seattle, WA 98164
206-623-1986
www.pitchbook.com
Booth #206
41
G R O W T H L E A D E R
RSM US LLP is a leading provider of audit, tax and consulting
services focused on the middle market. We assist private
equity firms and their portfolio companies with integrated
services across the private equity life cycle. Clients benefit
from a single-point-of-coordination service model and teams
that operate as strategic partners to help create value. With
9,000 professionals and associates in 90 cities nationwide and
access to more than 43,000 people in 120 countries through
our membership in RSM International, we can meet your needs
wherever in the world you do business.
At S&P Global Market Intelligence, we integrate financial and
industry data, research and news into tools that help track
performance, generate alpha, identify investment ideas,
understand competitive and industry dynamics, perform
valuation and assess credit risk. Investment professionals,
government agencies, corporations and universities globally
can gain the intelligence essential to making business and
financial decisions with conviction.
S&P Global Market Intelligence is a division of S&P Global
(NYSE: SPGI).
For more information, visit
www.spglobal.com/marketintelligence.
RSM US LLP
1 S. Wacker Dr., Ste. 800
Chicago, IL 60606
312-634-3400
www.rsmus.com
Booth #204
S&P Global
Market Intelligence
55 Water St.
New York, NY 10041
866-296-3743
www.spglobal.com/
marketintelligence
Booth #129
42
G R O W T H C H A M P I O N
BKD, LLP’s 2,650 CPAs, advisers and staff offer solutions to
clients domestically and internationally. We understand private
equity is about the life cycle of selected investing, portfolio
management and successful realization for your firm. That
is why our private equity services are designed to help you
through each stage of the investment timeline.
Our middle-market focus leverages expertise and due diligence
to help make informed decisions, manage uncertainty and
create value. Our experience comes from assisting with
thousands of transactions, allowing us to quickly identify and
quantify issues, and provide meaningful due diligence and
transaction solutions, such as business models, cash flow
models and working capital engagements.
Additionally, BKD Corporate Finance, LLC, a wholly-owned
subsidiary of BKD, specializes in providing investment
banking services, including mergers, acquisitions, sales,
recapitalizations, management buyouts and capital raising
services. BKDCF combines the skills of investment banking
and mergers and acquisitions together with the attention to
detail and expertise of a national CPA firm with experience
covering a variety of industries. BKDCF is a member of FINRA
and SIPC.
Learn more at bkd.com or reach someone directly: Managing
Partner Jerry Henderson jhenderson@bkd.com; National
Transaction Services Leader Chris Dalton cdalton@bkd.com;
or BKDCF President Tony Giordano agiordano@bkd.com.
Dentons is the world’s largest law firm, delivering quality and
value to clients around the globe. Dentons is a leader on
the Acritas Global Elite Brand Index, a BTI Client Service 30
Award winner and recognized by prominent business and
legal publications for its innovations in client service, including
founding Nextlaw Labs and the Nextlaw Global Referral
Network. Dentons’ polycentric approach and world-class talent
challenge the status quo to advance client interests in the
communities in which we live and work.
BKD, LLP
910 E. St. Louis St., Ste. 400
Springfield, MO 65806
417-831-7283
www.bkd.com
Booth #130
Dentons
1221 Avenue of the Americas
New York, NY 10020
212-768-6700
www.dentons.com
Booth #102
43
G R O W T H C H A M P I O N
With experienced private equity and commercial finance
lawyers across our global platform, coupled with the deep
capabilities of more than 800 lawyers across all practice areas,
Duane Morris offers the resources to optimize transactional
value for sellers and buyers; advise lenders and borrowers
in acquisition financings; counsel LPs and GPs on formation
of funds and other investment structures; advise LPs on
co-investment, direct investment and separate accounts;
support portfolio company operations; and advise owners on
operations, strategy, exit alternatives and tax/wealth planning.
Given our strategic firmwide focus on the PE space, broad
experience in major industry sectors and an innovative culture
deeply committed to client service, we are regularly called
upon to work with company owners, as well as the most
sophisticated and demanding players in the private equity
marketplace.
For more information, please contact:
Brian P. Kerwin
Chair, Corporate Practice Group
bpkerwin@duanemorris.com | 312-499-6737
Richard P. Jaffe
Head, Private Equity
rpjaffe@duanemorris.com | 215-979-1935
Duane Morris LLP
30 S. 17th St.
Philadelphia, PA 19103
www.duanemorris.com
Booth #201
EisnerAmper LLP is among the nation’s largest accounting
firms with a dedicated and well-established private equity
services group providing audit, tax and advisory needs to
private equity firms and their portfolio companies. From start-
up funds to large and complex financial entities, our dedicated
team understands client needs and provides strategic advice
and innovative approaches.
Our goal is to provide both private equity investors and
their portfolio companies with the close personal attention
necessary to help achieve significant and sustained growth.
Our professionals have been providing audit, tax and advisory
services to the private equity community for more than
45 years.
To meet the needs of clients with interests overseas,
EisnerAmper offers the resources of EisnerAmper Global,
with offices across the globe. www.eisneramper.com
EisnerAmper LLP
750 Third Ave.
New York, NY 10017
212-949-8700
www.eisneramper.com
Booth #128
44
G R O W T H C H A M P I O N
Golub Capital is a nationally recognized credit asset manager
with over $25 billion of capital under management. For over
20 years, Golub Capital has provided credit to help medium-
sized U.S. businesses grow. The firm’s award-winning Middle
Market Lending business provides financing for middle market
companies and their private equity sponsors. Golub Capital’s
credit expertise also forms the foundation of its Late Stage
Lending and Broadly Syndicated Loan businesses. Golub
Capital has worked hard to build a reputation as a fast, reliable
provider of compelling financing solutions, and we believe
this has inspired repeat clients and investors. Today, the firm
has over 300 employees with lending offices in Chicago, New
York and San Francisco. For more information, please visit
golubcapital.com.
Golub Capital
666 Fifth Ave.
New York, NY 10103
212-574-8408
www.golubcapital.com
Remote Office #619
VOICES OF THE MIDDLE MARKET
LISTEN & SUBSCRIBE TODAY.
In-depth interviews about the trends
impacting midsize companies and M&A.
Guests include CEOs, economists, private
equity investors and other influencers who
discuss what they’re seeing in the market.
45
G R O W T H C H A M P I O N
Plante Moran is among the nation’s largest accounting, tax and
business consulting firms with 2,200 professionals in 22 offices.
Serving more than 900 private equity firms and portfolio clients
nationwide, we provide transaction, tax, audit, finance and
accounting outsourcing, strategy, operations and technology
services throughout the investment life cycle. From helping
strategically evaluate and efficiently close transactions, to
mapping out a value-creation plan and helping get the most value
at exit, we deliver flexible solutions based on your distinct needs.
Operating within a “one-firm” firm structure without office-level
profit centers means you receive the collective power of the firm
and expertise you need regardless of location. Since we realize
that each client and transaction is unique, we provide a flexible
and personalized approach that includes customizing each
engagement, hand-selecting each team, and offering a wide
range of industry expertise. We bring deep expertise in a variety
of industries including industrials, automotive, food and beverage,
healthcare, business services, technology and franchise. For more
information, visit plantemoran.com/private-equity.
Thomson Reuters provides professionals with the intelligence,
technology and human expertise they need to find trusted
answers. We enable professionals in the financial and risk, legal,
tax and accounting, and media markets to make the decisions
that matter most, all powered by the world’s most trusted news
organization. Our suite of solutions provide corporate financial
analysis, company data, information, news and tools you need
to explore industries, emerging trends, adjacent markets and the
competitive landscape. Thomson Reuters employs more than
45,000 professionals in over 100 countries.
Plante Moran
27400 Northwestern Hwy.
Southfield, MI 48307
248-352-2500
www.plantemoran.com/
private-equity
Booth #205
Thomson Reuters
3 Times Sq.
New York, NY 10036
877-365-1455
financial.tr.com
Booth #214
46
G R O W T H C H A M P I O N
An American Lawyer Global 100 law firm, Venable LLP serves
clients throughout the U.S. and around the world. Venable
lawyers and legislative advisers serve the needs of our clients in
all areas of the law. With an unparalleled practice at the nexus
of the public and private sectors, Venable provides solutions
to complex business challenges. Our focus is the middle
market. Venable represents a wide range of organizations,
from entrepreneurs and emerging growth companies to leading
national and international corporations, in all aspects of their
business operations. We are particularly active representing
private equity funds in a wide range of activities, including fund
formation, transactions on behalf of the funds, acting on behalf
of portfolio companies and providing regulatory counsel to
funds. Our corporate lawyers work side by side with attorneys
with deep financial, tax and regulatory experience to execute
deals in the manner that best serves our clients’ strategic
objectives. Whether your transaction involves the formation and
structuring of a new business, the creation of a joint venture, a
merger or acquisition, a buyout or the restructuring of a trouble
company, Venable attorneys are skilled at moving swiftly to
close the deal.
Wipfli is a strategic partner to private equity firms seeking
opportunity in the “muddy” middle market. We bring more than
85 years of experience serving midsized companies and have
deep expertise with a variety of coveted industries including
manufacturing and distribution, health care, transportation,
technology, real estate and construction. We currently work
with more than 30,000 closely held, privately-owned companies
with the potential to come to market and increase deal flow.
As accountants, tax experts, cybersecurity consultants
and process improvement specialists, we are well-suited to
accelerate growth while balancing compliance. Our integrated
approach means that all services—from fund formation to
transactions to portfolio performance and management—are
ready when needed at every stage of the journey.
Private equity firms turn to us because the “muddy” middle
market is our accustomed territory, and our team consists of
leaders who have been down these roads before. Your private
equity adventure is calling. Let Wipfli be your guide.
Venable LLP
600 Massachusetts Ave., NW
Washington, DC 20001
202-344-4000
www.venable.com
Booth #109
Wipfli LLP –
CPAs and Consultants
318 W. Adams, Ste. 800C
Chicago, IL 60606
www.wipfli.com/PrivateEquity
Booth #306
# E U R O G R O W T H
© 2018 Association for Corporate Growth, Inc. All Rights Reserved.
48
G R O W T H S U P P O R T E R
Strategically focused. Remarkably responsive. More than a
century of experience. The multi-disciplinary partners and
directors of BDO’s Private Equity Team provide integrated,
value-added assurance, tax and consulting services across
the fund cycle—from investment origination, acquisition and
closure, ownership support, and compliance to exit. A central
contact brings to bear the resources of the BDO network,
1,264 offices in 144 countries, providing consistently delivered
exceptional service wherever you invest. With a unique
combination of dedicated senior advisory professionals and
front-line industry specialists, BDO supports buy- and sell-
side transactions around the world and manages seamless
transition to service both portfolio and fund. Whether deal-
maker, portfolio executive or fund professional—for more than
100 years, people who know private equity know BDO.
For more information, visit www.bdo.com/privateequity
or contact Scott Hendon, Private Equity Practice Leader,
at 214-665-0750 or shendon@bdo.com.
CLA is a professional services firm delivering integrated wealth
advisory, outsourcing and public accounting capabilities to
help enhance our clients’ enterprise value and assist them in
growing and managing their related personal assets—all the
way from startup to succession and beyond. Our professionals
are immersed in the industries they serve and have deep
knowledge of their operating and regulatory environments—
including maximizing efficiency and value of an acquisition
or disposition at each stage of a transaction. With more than
5,000 people, more than 100 U.S. locations and a global
affiliation, we bring a wide array of solutions to help clients in
all markets, foreign and domestic. For more information, visit
CLAconnect.com. Investment advisory services are offered
through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-
registered investment adviser.
BDO USA LLP
600 N. Pearl, Ste. 1700
Dallas, TX 75201
214-969-7007
www.bdo.com
Booth #110
CliftonLarsonAllen
220 S. Sixth St., Ste. 300
Minneapolis, MN 55402
612-376-4500
www.CLAconnect.com
Booth #119
49
G R O W T H S U P P O R T E R
CohnReznick LLP is one of the top accounting, tax and
advisory firms in the United States, combining the deep
resources of a national firm with the hands-on, agile approach
that today’s dynamic business environment demands. With
diverse industry expertise, the firm provides companies with
the insight and experience to help them break through and
seize growth opportunities. The firm, with origins dating back to
1919, is headquartered in New York City with 2,700 employees
in offices nationwide. CohnReznick is a member of Nexia
International, a global network of independent accountancy, tax
and business advisers.
Services for financial sponsors include transactional advisory,
fund compliance, portfolio company compliance and strategic
value creation solutions for portfolio companies. For more
information, please visit www.cohnreznick.com/PE.
The Jordan Company (TJC), founded in 1982, is a middle-
market private equity firm with over $8 billion of committed
capital assets under management and a 30-year track
record of investing in and building companies, most often
in partnership with the existing owners and management
teams of those companies. The senior investment team
has been investing together for over 20 years, and they are
supported by TJC’s Operations Management Group, which
was established in 1988 to create value by assisting the
management teams of TJC portfolio companies in identifying
and executing expansion and cost-reduction plans worldwide.
Headquartered in New York City, The Jordan Company also
has offices in Chicago, Stamford and Shanghai.
CohnReznick LLP
1301 Avenue of the Americas
New York, NY 10019
212-297-0400
www.cohnreznick.com
Booth #106
The Jordan Company, L.P.
767 Fifth Ave., 48th Fl.
New York, NY 10153
212-572-0800
www.thejordancompany.com
50
G R O W T H S U P P O R T E R
Medley is a credit-focused asset management firm offering
yield solutions to retail and institutional investors. Medley’s
national direct origination franchise, with over 85 people, is
a premier provider of capital to the middle market in the U.S.
Medley has over $5 billion of assets under management in
two business development companies, Medley Capital
Corporation (NYSE: MCC) and Sierra Income Corporation,
as well as private investment vehicles. Over the past 15 years,
we have provided capital to over 350 companies across 35
industries in North America.
Pepper Hamilton LLP, a multipractice law firm with more
than 425 lawyers nationally, provides corporate litigation and
regulatory legal services to leading businesses, governmental
entities, nonprofit organizations and individuals nationally and
throughout the world. Through our Investment Funds Industry
Group, we help funds navigate the issues that may arise
throughout their life cycle. We advise private equity, venture,
real estate, hedge and registered investment funds; investment
companies; small business investment companies; and
investment managers and their respective sponsors,
managers, advisers and investors on transactional and
legal regulatory issues.
Our clients receive the most current thinking on market
conditions and cutting-edge trends as our lawyers work
seamlessly with other practitioners to address the entire
liquidity spectrum, as well as the varying degrees of fund
regulatory oversight. We fully understand the interrelationships
among these functions and work to optimize our clients’
performance across all of them.
For more information, visit pepperlaw.com.
Medley Capital
280 Park Ave., 6th Fl. East
New York, NY 10017
212-759-0777
www.mdly.com
Booth #103
Pepper Hamilton LLP
3000 Two Logan Sq.,
Eighteenth and Arch St.
Philadelphia, PA 19103
215-981-4000
www.pepperlaw.com
Booth #126
51
G R O W T H S U P P O R T E R
Stifel Investment Banking provides strategic advisory services
to our clients in North America, Europe, Asia and Latin
America that include initiating, structuring, and negotiating
mergers, acquisitions and divestitures as well as providing
fairness opinions, valuation and restructuring services. We
raise public and private debt and equity for our clients through
our institutional and retail brokerage network. Stifel also has
dedicated financial sponsors and a venture capital effort,
maintaining regular dialogue and deal flow with private equity
firms focused on Stifel’s core industry groups. Stifel clients
are served in the United States through Stifel, Nicolaus &
Company, Incorporated; Keefe, Bruyette & Woods, Inc.; Miller
Buckfire & Co., LLC; and Eaton Partners, LLC, and in the
United Kingdom and Europe through Stifel Nicolaus Europe
Limited. The combination of a full-service product offering
and over 400 bankers’ deep domain and product expertise
allows us to provide solutions that meet the evolving needs of
our clients.
STNL Advisors is a real estate consulting group that specializes
in unlocking hidden value related to leasehold and fee-owned
real estate assets. We provide portfolio companies and equity
sponsors with negotiating, restructuring and repositioning
services targeted towards improving liquidity to grow core
businesses, improving cash flow and borrowing capacity, and
creating long-term operational efficiency, whether on a single-
asset or portfolio-wide basis. Through our Buy and Recast™
program, we offer an effective capital-raising solution in a
capitalization (CAP) rate-constrained environment for private
equity groups, portfolio companies and business operators.
When structured strategically and executed effectively, this
financing vehicle allows a company to better manage its capital
structure and reinvest the equity into its core business that is
generally tied up in the real estate. This unique financing option
also offers flexibility in new portfolio acquisitions or leveraged
buyouts whereby monetized capital is typically more than
traditional financing.
Stifel
787 Seventh Ave.
New York, NY 10019
800-679-5446
www.stifel.com
Booth #111
STNL Advisors
260 Madison Ave., 5th Fl.
New York, NY 10016
973-292-0293
www.stnladvisors.com
Booth #100
52
G R O W T H S U P P O R T E R
Ranked in the top four corporate service providers globally,
Vistra is a versatile group of professionals, providing a uniquely
broad range of services and solutions.
Our capabilities span across company formations to
international expansion, trust, fiduciary, private office and fund
administration services.
Vistra employs over 3,300 employees in over 74 offices
across 44 jurisdictions. For more information, please visit
www.vistra.com
Malcolm Pobjoy
Group Commercial Director, Alternative Investments
212-500-6251
malcolm.pobjoy@vistra.com
Bill Peiffer
Director of Business Development
443-956-2578
bill.peiffer@vistra.com
Vistra
19/F, Lee Garden One
33 Hysan Ave.
Causeway Bay, Hong Kong
Hong Kong
www.vistra.com
Booth #211
P O S T Y O U R J O B O P E N I N G T O D A Y .
J O B S O U R C E . A C G . O R G
ACG has the top
global network
for middle-market
businesses,
hands down.
S E E T H E
P O W E R T H A T
M E M B E R S H I P
B R I N G S .
J O I N T O D A Y
A T A C G . O R G
© 2018 Association for Corporate Growth. All Rights Reserved.
T H E P O W E R O F
54
E V E N T S P O N S O R
Adams and Reese LLP is one of the largest regional law firms
in the United States. We have more than 280 attorneys and
government relations professionals in 18 offices in Alabama,
Florida, Georgia, Louisiana, Mississippi, South Carolina,
Tennessee, Texas and Washington DC. Our attorneys have
unique access to private equity and investment banking
firms that engage in projects and transactions throughout the
southern United States. We routinely advise and represent
businesses in virtually every major industry. Clients include
local, regional, national companies; international corporations;
agencies; municipalities; universities; and individuals and
families. For more information about our firm and the services
that we provide, please visit www.adamsandreese.com.
Ansarada is a founder led, fast growth global technology
company on a mission to raise and protect potential.
Since 2005, our data rooms have helped the world’s leading
investors, advisers and corporates close more than 20,000
deals, the insights from which have been used to design the
world’s first suite of AI tools purpose-built for material events.
The Ansarada Material Information Platform™ is transforming
the way companies and their advisers operate by bringing
together all the relevant client and material information into
a single portal that delivers a 360 degree view of activity and
insights, giving users the foresight to make strategic decisions
and act quickly on opportunities.
Ansarada employs 200 people globally and operates out of
Sydney, Chicago, London, New York, Amsterdam, Frankfurt,
Johannesburg and Hong Kong.
Adams and Reese LLP
6075 Poplar Ave., Ste. 700
Memphis, TN 38119
901-525-3234
www.adamsandreese.com
Remote Office #601
Ansarada
215 W. Ohio St., 5th Fl.
Chicago, IL 60654
312-638-2200
www.ansarada.com
Booth #124
Remote Office #604
55
E V E N T S P O N S O R
Antares Capital is the leading provider of financing solutions for
middle-market, private equity-backed transactions. For more
than 25 years, our dedicated professionals have helped our
private equity sponsor clients grow their businesses by offering
innovative financing solutions.
Axial is the business development network for middle-market
CEOs and deal professionals. Through curated events,
proprietary data and a confidential online platform, we help
our members forge relationships and get deals done. Axial
was founded in 2009 and is based in New York City. For more
information, visit www.axial.net.
Antares Capital
www.antares.com
Booth #202
Axial
443 Park Ave. South, 8th Fl.
New York, NY 10016
800-860-4519
www.axial.net
Practical Solutions, Exceptional Results. Atlantix Partners
is a professional services firm that provides corporate
transformation, transaction advisory, corporate governance and
compliance services to private equity firms and their portfolio
companies that have tough problems to solve and expect
results from their advisers and partners.
Since 2000, our firm has delivered advisory and consulting
services to hundreds of companies across multiple industry
sectors including their domestic and international subsidiaries.
As former business, finance and technology leaders, our team’s
first-hand knowledge allows us to leverage our experience into
practical, common sense solutions for you and your business.
Atlantix Partners
800 Corporate Dr., Ste. 408
Ft. Lauderdale, FL 33334
954-734-2360
www.atlantixpartners.com
Booth #121
Practical Solutions. Exceptional Results.
56
E V E N T S P O N S O R
Bank of America Merrill Lynch is committed to helping middle-
market businesses capitalize on new opportunities locally and
worldwide. Bank of America Merrill Lynch Global Commercial
Banking is one of the largest commercial banking groups
in the U.S., serving companies with revenues between $50
million and more than $2 billion. Our deeply experienced
relationship managers provide access to a full range of financial
solutions including credit, treasury, derivatives, capital markets,
workplace financial solutions and employee benefits, as well as
wealth management products provided through Merrill Lynch
and U.S. Trust.
Since 1994, B/D Compliance Associates, Inc. (“BDCA”)
specializes in broker/dealer and registered investment advisor
compliance consulting. We help clients sort through FINRA,
SEC and state compliance challenges as well as regulatory
audits by providing clear, accurate analysis and expertise. In
regulatory matters, BDCA serves as a liaison that ultimately
saves time and internal staff resources by providing full service
outsourced compliance solutions. We offer practical regulatory
compliance advice and a flexible solution that is tailored
to our client’s regulatory requirements.
B/D Compliance Associates is a certified Women’s
Business Enterprise.
Bank of America
Merrill Lynch
300 Galleria Pkwy., Ste. 800
Atlanta, GA 30339-3153
404-607-3216
www.bofaml.com
B/D Compliance
Associates, Inc.
127 Main St.
Lilburn, GA 30047
678-262-4146
www.bd-compliance.com
Booth #113
57
E V E N T S P O N S O R
Bridge Capital Associates, Inc. is an independent contractor
model broker/dealer for intermediaries with combined industry
experience of over 50 years. Bridge is a broker/dealer member
with the Financial Industry Regulatory Authority and a registrant
with the SEC and several states. Whether FINRA registration is
required as a Series 79 or 82 for an individual or for an entire
team, Bridge Capital can sponsor your securities transactions
through our unique platform. Bridge Capital works with
intermediaries on all types and sizes of private placements,
M&A and PIPE transactions.
Bridge Capital is a certified Women’s Business Enterprise.
Black Mountain is a software company that offers highly
configurable solutions including portfolio management, trade
order management, compliance, research management, direct
lending, investment accounting & admin agent, performance
attribution, EDM and data warehouse reporting. Our clients
consist of many of the world’s leading investment managers,
credit funds, hedge funds, private equity, direct lenders and
banks who use our platform to manage all varieties of loans,
fixed income, alternatives, derivatives, equities and FX. Black
Mountain’s software can be configured to model any business
process, store any data, integrate with any system, and provide
transparency for all of the above in any format.
Bridge Capital Associates
127 Main St.
Lilburn, GA 30047
678-640-2120
www.bridgecapitalassociates.com
Booth #113
Black Mountain
12526 High Bluff Dr., Ste. 160
San Diego, CA 92130
858-866-8989
www.blackmountainsystems.com
Booth #120
58
E V E N T S P O N S O R
Cortland is a leading independent investment servicing
company with offices in Chicago, New York, Austin, Los
Angeles, Indianapolis, London and Asia. Cortland provides
investment servicing and fund administration to private
investment funds, hedge funds, mutual funds, private equity real
estate funds, institutional investors, family offices, direct lenders
and managed accounts. Clients rely on Cortland’s experience
to successfully provide administrative and successor agency,
escrow agency, fund accounting, shareholder servicing, NAV
valuations, and back- and middle-office operational solutions
including leveraged loan and CLO manager services. Cortland
is SSAE 18 Type II SOC 1 audited. For more on Cortland, please
visit us at www.cortlandglobal.com.
CBIZ CMF is private equity’s preferred operating and
implementation partner for finance and financial leadership.
CBIZ CMF provides transaction advisory, office of the CFO,
strategic FP&A, management consulting and executive search
services to over 200 private equity funds and their portfolio
companies across North America. CBIZ CMF supports middle-
market companies through transactions and transitions, with
the overall mission to provide leadership, enhance visibility, and
improve operations to generate higher returns. CBIZ CMF is
the PE Platform of CBIZ Inc. (NYSE: CBZ), an $800M publicly
traded financial and insurance services company with 4,000+
employees across most major cities in the U.S.
Cortland Capital
Market Services
225 W. Washington St., 9th Fl.
Chicago, IL 60606
312-564-5100
www.cortlandglobal.com
Booth #123
CBIZ
325 Chestnut St., Ste. 410
Philadelphia, PA 19106
215-531-7500
www.cbiz.com
Booth #203
59
E V E N T S P O N S O R
CT Corporation is the highest quality provider of corporate
business compliance solutions and registered agent services
for the deal-maker industry. Our expertise and unparalleled
service allow us to offer a powerful suite of solutions
including: mergers and acquisitions support, secured lending
and structured finance assistance, global compliance and
international services, and real estate transaction services.
We enable our customers to make smart decisions and
effectively manage the complexities of their business
requirements. CT is part of Wolters Kluwer, a global leader
in professional information services. To learn more, go to
www.ctcorporation.com. Follow CT Corporation on Twitter,
LinkedIn, and Facebook.
Founded in 1935, D.A. Davidson & Co.’s investment banking
division is a leading full-service investment bank that offers
comprehensive financial advisory and capital markets
expertise. The group has extensive transaction experience
serving middle market clients worldwide across five industry
verticals: consumer, diversified industrials, financial institutions,
real estate and technology.
D.A. Davidson & Co. is a subsidiary of employee-owned D.A.
Davidson Companies a financial services company with nearly
1,350 employees working in 26 states and $48 billion in client
assets under management and administration.
CT Corporation
111 Eighth Ave.
New York, NY 10011
855-316-8948
www.ct.wolterskluwer.com
Booth #210
D.A. Davidson & Co.
611 Anton Blvd., Ste. 600
Costa Mesa, CA 92626
714-327-8800
www.dadavidson.com I N V E S T M E N T B A N K I N G
60
E V E N T S P O N S O R
DataFox surfaces, monitors and prioritizes the best prospects
for hundreds of financial firms including Goldman Sachs, Accel
Partners and Warburg Pincus. Since 2013, we’ve developed
a constantly updating, proprietary company database using
machine learning and white-glove human analysts.
We deliver new prospects and company data directly into client
CRMs, including Salesforce, DealCloud and Navatar. Built by
alumni of Stanford, Salesforce, Palantir and Box, DataFox is
backed by Goldman Sachs, Google Ventures, Green Visor
and Slack. For more information, check out our website at
www.datafox.com.
The Deal is the leading provider of actionable intelligence for
the modern deal-maker. It dives into corporate transactions,
deal-makers and their advisers to help readers pinpoint
opportunities to grow their business. Advisers use The Deal to
stand out from the competition and promote their brand as a
thought leader though events, video and custom reporting. For
more information, visit www.thedeal.com.
Interested in participating in live or digital events? Contact
Jonathan McReynolds at jmcreynolds@thedeal.com.
DataFox
835 Howard St.
San Francisco, CA 94103
415-969-2144
www.datafox.com
Booth #213
The Deal
14 Wall St., 15th Fl.
New York, NY 10005
888-667-3325
www.thedeal.com
61
E V E N T S P O N S O R
The Generational Group (comprised of Generational Equity,
Generational Capital Markets, and Generational DealForce),
headquartered in Dallas, Texas, with over 250 professionals
located throughout the U.S. and Canada, is one of the leading
middle-market M&A firms in North America. The Generational
Group helps business owners release the wealth of their
businesses by providing merger, acquisition and strategic
growth advisory services. Our four-step approach features exit
planning education, business valuation, value enhancement
strategies, and M&A transactional services. Our process is
undergirded with a philosophy that puts our clients’ needs at
the heart of everything we do. This is the Generational way.
Primary Contact: Director of Buyer Services
Lisa Lippe, llippe@generational.com.
Generational Group
14241 Dallas Pkwy., Ste. 700
Dallas, TX 75254
877-213-1792
www.generational.com
Booth #118
East West Associates (EWA) is a leading provider of commercial,
operational and risk management solutions and implementation
to western companies competing in China & Asia.
Founded in 2005, with executives in the U.S., China & Asia,
EWA provides a variety of services for our private equity
clients, including:
• M&A due diligence
• Performance improvement & restructuring
• Process optimization
• Plant relocation, construction & closure
• Executive recruitment
• Interim general manager placement
• Employee background checks
• Fraud & theft investigations
EWA executives have all lived in China & Asia and held senior
management positions with P&L responsibilities for western
multi-national companies: including Lennox International (NYSE:
LII), Bechtel Corporation and Briggs & Stratton (NYSE: BGG).
East West Associates
9624 Bailey Rd., Ste. 290
Cornelius, NC 28031
704-807-9531
www.eastwestassoc.com
Booth #221
62
E V E N T S P O N S O R
Gowling WLG is an international law firm created by the
combination of Gowlings, a leading Canadian law firm, and
Wragge Lawrence Graham & Co (WLG), a leading UK-based
international law firm.
With more than 1,400 legal professionals in 18 cities worldwide,
we provide our clients with in-depth expertise in key global
sectors and a suite of legal services at home and abroad. We
see the world through our clients’ eyes, collaborating across
countries, offices, service areas and sectors to help them
succeed—no matter how challenging the circumstances.
Learn more at gowlingwlg.com.
JLL Capital Markets provides in-depth local market and
global investor knowledge to deliver best-in-class solutions
for clients—whether a sale, financing, repositioning, advisory
or recapitalization execution. In 2017, our 2,000 specialists
completed $175 billion in global volumes. Our corporate finance
and net lease experts help maximize the transaction value of real
estate investments, optimize company performance and realize
asset value for clients anywhere in the United States.
Morrison & Foerster is a global firm with approximately
1,000 lawyers across 16 offices in the U.S., Europe and Asia.
The firm is widely recognised for providing its clients, which
include some of the world’s largest financial institutions and
Fortune 100, private equity firms, technology and life science
companies, with legendary service. Clients rely on the firm
for innovative and business-minded solutions. Morrison &
Foerster’s lawyers share high standards, a commitment
to excellence and a passion for helping their clients succeed,
resulting in enduring relationships and a record of
high achievement.
Gowling WLG
100 King St. W, Ste. 1600
Toronto, ON M5X 1G5
416-862-7525
www.gowlingwlg.com
Booth #105
JLL Capital Markets
200 E. Randolph
Chicago, IL 60601
312-782-5800 www.us.jll.com/united-states/en-us/
services/investors/capital-markets
Remote Office #626
Morrison & Foerster LLP
425 Market St.
San Francisco, CA 94105
415-268-7000
www.mofo.com
Remote Office #628
63
E V E N T S P O N S O R
RA Capital Advisors LLC, member of FINRA & SIPC, is proudly
celebrating its 30th anniversary as a boutique investment bank
in San Diego. We serve the middle market by providing an “in
the trenches” approach to our clients in a variety of industries.
We focus on sell-side, buy-side and raising institutional capital
for our clients and have a particular expertise in cross-border
transactions. We are pleased to be joined by select members
of our international network from Germany (Network Corporate
Finance), Italy (Scouting), Mexico (Sinergia) and Australia
(Presser & Co.) for this year’s InterGrowth conference.
Preqin is the leading source of information for the alternative
assets industry, providing data and analysis via online
databases, publications and complimentary research reports.
Preqin is an independent business with over 300 staff based in
New York, London, Singapore, San Francisco, Hong Kong and
Manila serving over 60,000 customers in over 90 countries.
Preqin has the most comprehensive and extensive information
available on the private equity and venture capital, hedge fund,
real estate, infrastructure, private debt and natural resources
industries, encompassing funds and fundraising, performance,
fund managers, institutional investors, deals and fund terms.
Leading alternative assets professionals from around the world
rely on Preqin’s services daily, and its data and statistics are
regularly quoted by the financial press.
Follow us on Twitter: www.preqin.com/Twitter
Find us on LinkedIn: www.preqin.com/LinkedIn
RA Capital Advisors
12230 El Camino Real, Ste. 100
San Diego, CA 92130
858-704-3200
www.raca.com
Preqin
One Grand Central Place
60 E 42nd St., Ste. 630
New York, NY 10165
212-350-0100
www.preqin.com
Booth #209
64
E V E N T S P O N S O R
RKON is a strategic IT adviser to private equity delivering
consulting and execution services for due diligence, carve-outs,
post-merger integrations and cybersecurity. As a team of deeply
rooted technologists, we bring strong leadership skills and
business experience to sponsors. Our goal is to help our partners
identify and remediate areas of risk leading to higher valuations
upon exit. We are fee-sensitive and outcome accountable, deal
sourcing through exit. For more information, visit www.RKON.com.
SourceScrub’s origination intelligence platform was built for
origination professionals by investment professionals. Our
platform streamlines the process of target identification through
on-demand access to thousands of industry conferences, buyers
guides and award publications, as well as the ability to build your
own company lists via keyword, geography and firmographic
details such as size & ownership. By combining our pre-existing
content with the ability for customers to submit new sources/lists
for our research team of 250+ people to process, SourceScrub
has become a core piece to any direct origination process.
RKON
328 S. Jefferson St., Ste. 450
Chicago, IL 60661
312-654-0300
www.rkon.com
Booth #216
SourceScrub
150 Post St., Ste. 580
San Francisco, CA 94158
www.sourcescrub.com
Booth #217
Research Now SSI is the global leader in digital research data for
better insights and business decisions. The company provides
world-class research data solutions that enable better results
for more than 3,500 market research, consulting, media, health
care, and corporate clients. Research Now SSI operates globally
with locations in the Americas, Europe and Asia-Pacific, and is
recognized as the quality, scale and customer satisfaction leader
in the market research industry. For more information, please go
to www.researchnow.com and www.surveysampling.com.
Research Now SSI
5800 Tennyson Pkwy., Ste. 600
Plano, TX 75024
214-782-2800
www.researchnow.com
Booth #122
65
E V E N T S P O N S O R
Twin Brook Capital Partners is a finance company focused on
providing cash-flow based financing solutions for the middle-
market private equity community. The award-winning firm was
founded and is managed by a group of highly experienced,
dedicated professionals who have been successful working in the
middle market. Much of the team has worked together throughout
their careers at leading middle-market lending institutions. The
management team has successfully closed over 1,100 transactions
with 200+ different middle-market private equity firms. Twin Brook’s
flexible product suite allows for tailored financing solutions for
leveraged buyouts, recapitalizations, add-on acquisitions, growth
capital and other situations for companies that typically have
EBITDA between $3 million and $50 million, with an emphasis on
companies with $25 million of EBITDA and below.
TriNet provides small and midsize businesses with a full-
service HR solution so they can free themselves from the
complexities of HR and focus on their goals. As their trusted HR
business partner, TriNet assumes many of the responsibilities
of being an employer and helps these companies contain
HR costs, minimize employer-related risks and relieve the
administrative burden of HR. TriNet offers bundled HR products
tailored by industry, and strategic HR services, resulting in a
comprehensive and empowering solution.
Winston & Strawn LLP provides strategic and practical counsel
to private equity funds, portfolio companies, financing sources,
institutional investors, and public and private companies involved
in a broad scope of matters. Our attorneys represent clients in
large to middle-market transactions and understand the dynamics
of handling matters in this space. An international law firm with
full-service offices strategically located around the globe, our
attorneys have a firm grasp on market trends that have a direct
impact on our clients.
Twin Brook Capital Partners
111 S. Wacker Dr., 36th Fl.
Chicago, IL 60606
312-763-5100
www.twincp.com
Booth #114
TriNet
1100 San Leandro Blvd., Ste. 400
San Leandro, CA 94577
510-352-5000
www.trinet.com
Booth #112
Winston & Strawn LLP
35 W. Wacker Dr.
Chicago, IL 60601
312-558-5600
www.winston.com
Remote Office #634
66
A C G T E C H S H O W C A S E
Founded in 2006 by Scott Tynes and Bill Klein, Consero Global
disrupts the way businesses build and maintain their finance &
accounting function. Through a cloud-based platform, Consero
delivers the financial clarity and efficiency needed to drive a
business forward. Strategic CFOs are adopting Consero’s cutting-
edge, Finance as a Service model to free up time and understand
how the business is performing. Consero provides the control and
insight needed to steer businesses toward success.
GF Data provides data on private equity-sponsored M&A
transactions with enterprise values of $10 million to $250
million. GF Data gives private equity firms and other users more
reliable external information to use in valuing and assessing M&A
transactions.
GF Data produces four products: (1) a quarterly report containing
high-level valuation, volume and leverage data; (2) a quarterly
supplement providing exhaustive detail on leverage and
capital structure; (3) a semi-annual report providing detail on
indemnification cap, escrow and other key deal terms; and (4)
continuous access, through GF Data’s secure website, to detailed
valuation data organized by NAICS industry code.
Rhythm Systems’ software and white-glove service provides
a competitive advantage to help middle-market companies
execute and hit their growth goals more predictably.
Companies use their systems to help cross-functional teams
integrate acquisitions, open new markets, scale operations and
develop accountable leaders and teams. Clients have achieved
results such as 140% revenue growth three years in a row, 70+
new locations mostly through acquisition, and a successful exit
at 2x the publicly traded valuation. Our implementation is quick
and painless. We put your plan into Rhythm, and your team is
up and running at your next weekly meeting.
Consero Global
1717 West 6th St., #410
Austin, TX 78703
866-588-0495
www.conseroglobal.com
Booth #300
GF Data®
2176 Harts Ln.
Conshohocken, PA 19428
610-616-4607
www.gfdata.com
Booth #301
Rhythm Systems
1900 South Blvd., Ste. 306
Charlotte, NC 28203
704-209-7290
www.rhythmsystems.com
Booth #302
67
A C G T E C H S H O W C A S E
Source2 is a Recruitment Process Outsourcing (RPO) firm
that specializes in high-volume recruiting utilizing the latest AI,
big data, machine learning and social recruiting technologies
to streamline talent acquisition. We enable high-growth
companies to outsource the entire process of attracting,
screening, interviewing and delivering highly qualified
candidates to clients for final interviews and hiring, utilizing
your brand throughout the process. By extracting the talent
acquisition process out of HR, our technology-enabled RPO
model delivers consistent and uncompromised recruiting that
is highly flexible, scalable and cost-effective. We also offer
consulting services focused on auditing companies’ existing
recruiting and hiring practices.
Source2
1225 W. Fairbanks Ave., Ste. 400
Winter Park, FL 32789
407-373-0870
www.source2.com/intergrowth
Booth #303
thursday, may 3 @ 4:30 | intergrowth lounge
sample beers from the best local breweries!
68
A L L I A N C E PA R T N E R S
The Power of Networking. The Power of Friendships.
The FENG is the world’s largest network of senior financial
executives. Our members are primarily chief financial officers,
controllers and VPs of finance, treasury, tax and M&A. Our
organization provides a unique environment for senior financial
professionals to network, share job leads and develop
friendships with peers. The membership of The FENG is largely
middle-market focused, and as such, represents a vast talent
pool available to private equity groups. For more information,
please visit our website or contact our Chairman Matt Bud at
MattBud@TheFENG.org.
The National Center for the Middle Market is a collaboration
between The Ohio State University’s Fisher College of Business,
SunTrust Banks Inc., Grant Thornton LLP and Cisco Systems.
It exists for a single purpose: to ensure that the vitality and
robustness of middle-market companies are fully realized as
fundamental to our nation’s economic outlook and prosperity.
The center is the leading source of knowledge, leadership and
innovative research on the middle-market economy, providing
critical data analysis, insights, and perspectives for companies,
policymakers and other key stakeholders, to help accelerate
growth, increase competitiveness and create jobs in this sector.
Founded in 2013, the Kayo Conference Series unites a community
of women investors to network and communicate about deal flow,
capital, industry knowledge and career issues. Kayo hosts annual
summits, regional events and leadership retreats in Private Equity,
Credit, Venture Capital, Energy and Real Estate.
The Financial Executives
Networking Group
32 Gray’s Farm Rd.
Weston, CT 06883
203-820-4667
www.TheFENG.org
National Center for
the Middle Market
250 West Woodruff Ave.
Columbus, OH 43210
614-292-7770
www.middlemarketcenter.org
Booth #125
Kayo Conference Series LLC
1010 Edman Dr., Ste. 300
Charlottesville, VA 22903
212-731-0692
www.kayoconferenceseries.com
69
A L L I A N C E PA R T N E R S
PEI is the specialist information group that focuses only
on alternative asset classes. These have become essential
components of many investors’ allocation strategies globally
and we major in private equity, real estate, private debt and
infrastructure whilst also engaging with emerging new asset
classes, too.
Privcap Media helps alternative investment firms unlock the
value of their people and ideas. Whatever the medium—video,
webinar, print or “live” meeting—Privcap’s team translates your
firm’s expertise into smart, shareable content that will win over
even the toughest prospects. We’ve published and produced
thousands of pieces of content featuring private capital
professionals, and our efficient, cost effective process lets you
stay focused on your core business.
PEI Media Group
130 West 42nd St., Ste. 450
New York, NY 10036
www.thisispei.com
Booth #101
Privcap
261 Madison Ave., 9th Fl.
New York, NY 10016
646-233-4559
www.privcap.com
70
A L L I A N C E PA R T N E R S
The annual Women’s Alternative Investment Summit will be held
November 8 & 9, 2018 in New York City. More than 400 LPs,
GPs and advisers from across all alternative asset classes—
fund managers, institutional investors and advisers to the
industry—will gather in New York for this timely, indispensable
industry conference. This groundbreaking event features keynote
dialogues, in-depth panel discussions, candid roundtable
conversations and innovative session formats. Dedicated
tracks—focused on private equity, venture capital, hedge
funds, real estate, infrastructure, real assets and debt—deliver
substantive content developed specifically for attendees in
each alternative investment asset class. Join us for a unique
opportunity to build trusted networks that provide access to
raise funds, generate deals, manage the portfolio, realize exits
and advance your firm.
The annual Women’s Private Equity Summit will be held
March 13 - 15, 2019 at The Monarch Beach Resort, Dana
Point, California. The summit has become the must-attend
annual event for senior-level women in private equity and
venture capital. This major industry conference attracts a
powerful group of leaders—500 GPs, LPs and advisers to
the industry—to facilitate networking, fundraising and deal-
making opportunities, and to increase access to hard-to-get
information. Summit program highlights include: informative
keynote sessions and moderated panel discussions from an
international roster of industry leaders; TINA Talks—fast-paced
talks focused on the future of our world; candid breakout
session conversations; and The Private Equity Trailblazer
Award, honoring pioneering women who have paved the way in
the world of private equity. Join us and see why attendees laud
the summit for its high caliber attendees, exceptional quality
content focused on relevant issues facing the PE asset class,
and the participants’ unique level of engagement.
Women’s Alternative
Investment Summit
Falk Marques Group LLC
781-652-0900 www.WomensAlternativeInvestmentSummit.com
Women’s Private
Equity Summit
Falk Marques Group LLC
781-652-0900 www.WomensPrivateEquitySummit.com
I found the
right investor
to grow my
client’s business
through ACG.
S E E T H E
P O W E R T H A T
M E M B E R S H I P
B R I N G S .
J O I N T O D A Y
A T A C G . O R G
© 2018 Association for Corporate Growth. All Rights Reserved.
T H E P O W E R O F
72
A B O U T A C G
ABOUT ACG
Founded in 1954, the Association for Corporate Growth has
chapters worldwide representing 14,500 members. ACG serves
90,000 investors, owners, executives, lenders and advisers to
growing middle-market companies. ACG’s mission is to drive
middle-market growth. For more information, visit www.acg.org.
A C G C H A P T E R S
Located in nine countries across the globe, find your local
chapter using the Chapter Locator on www.acg.org and
start enjoying your ACG membership today.
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# I N T E R G R O W T H
© 2018 Association for Corporate Growth, Inc. All Rights Reserved.
© 2018 Association for Corporate Growth, Inc. All Rights Reserved.
ASSOCIATION FOR CORPORATE GROWTH
125 S. WACKER DRIVE, SUITE 3100
CHICAGO, ILLINOIS 60606
WWW.ACG.ORG
EUROGROWTH ® 2018 J U N E 1 9 – 2 0 , 2 0 1 8
H I LT O N A M S T E R D A M
A M S T E R D A M , N E T H E R L A N D S
2018 LEADERSHIP WEEK AND MIDDLE-MARKET PUBLIC POLICY SUMMIT S E P T E M B E R 1 2 – 1 4 , 2 0 1 8
W I L L A R D I N T E R C O N T I N E N TA L H O T E L
W A S H I N G T O N , D . C .
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W A L D O R F A S T O R I A A N D
H I LT O N B O N N E T C R E E K
O R L A N D O , F L O R I D A
Founded in 1954, the Association for Corporate Growth has chapters worldwide representing 14,500 members. ACG serves 90,000 investors, owners, executives, lenders and advisers to growing middle-market companies. ACG’s mission is to drive middle-market growth.
For more information, visit www.acg.org.