The 2015 Summer Conference program is designed specifically for middle market professionals ready to transact.  

The 2015 agenda will be posted in the coming weeks. Click here if you wish to be notified when the agenda is posted.

Here’s what we covered at the Winter Conference:

Sell Side Due Diligence - Proactively Maximizing the Success of Your Deal
Speakers: Margaret Shanley, Principal, Head of West Coast Private Equity, CohnReznick
Eva Davis, Partner and Head of West Coast Private Equity, Winston & Strawn
Cornelia Cheng, VP - Corporate Finance, Prudential Capital Group
Brooks Dexter, Managing Director Investment Banking, Duff & Phelps
Peter Hlavin, Director Business Development, Trivista

Compensation Planning and Tax Structuring with Carried Interest, Rollover Equity and Incentive-based Equity Compensation
Speakers: Brent Solomon, Partner, CohnReznick
Michael Spiro, Partner, Finn Dixon & Herling
David Walsh, Partner, Cooley LLP

Legitimizing Crowdfunding: Someday has just arrived!
Speakers: David Feldman, Partner, Richardson Patel LLP
Chris Baggott, Chairman, Potluck Capital
Sara Hanks, Co-founder/CEO, CrowdCheck
Hannah Joseph, Of Counsel, Katz & Korin

All Buyers Are Created Equal...or Are They?
Speakers: David Cohn, Managing Director, Aaron Capital
John Camp, Managing Director of Business Development, Arbor Investments
Christian Blees, CPA, CMAA, Biggs Kofford
Kenneth Haffey, Partner, Skoda Minotti
William Kidd, Founding Partner, Kidd & Co. LLC

Roundtable with the Thought Leader of the Year Finalists
Speaker: Shane Hansen, Partner, Warner Norcross Judd
Joe Aberger, EVP, Pritchett, LP
Stephen Mock, Partner, BKD 
Dr. J. Keith Dunbar, Founder/CEO, Potentious 
Christopher M. Snider CEPA, Founder/ President, Exit Planning Institute
Stephen Watkins, CEO, Entrex

From Crowdfunding to IPO: How ExactTarget Took $5,000 Investments and Grew to a $2.7 billion Exit
Chris Baggott, Chairman, Potluck Capital

State of the Market - Beyond The Data
Speakers: James Hill, Partner & Executive Chairman, Benesch
Andrew Greenberg, CEO, GF Data Resources
Thomas Yagel, Director Application Specialists, S&P Capital IQ
Nadim Malik, Founder, Sutton Place Strategies
John Gabbert, Founder, CEO, PitchBook Data, Ltd

Where are the Sellers? How People are Finding Deals in a Different and Competitive Market
Speakers: Robert S. France, Director, High Street Capital
Justin Kaplan, Partner, Balance Point Capital Partners
Michael Hompesch, Partner, Dubin Clark
Gregory Gorlinski, Managing Director, Cleary Gull
Douglas Knoch, Managing Director, Shorehill Capital

Nutiva’s Journey on the Triple Bottom Line – People, Planet, & Profits
John Roulac, Founder & CEO, Nutiva

State of the Debt Markets and Mezzanine Financing
Speakers: Thomas Kesoglou, Partner, McCarter & English, LLP
Peter Rothschild, Managing Director, OFS Capital
Paul Echausse, Managing Director and Head of U.S. Mezzanine Investments, Alcentra Capital Corporation
Glenn Harrison, Partner, Praesidian Capital

Structuring and Tax Insights in M&A Deals
Speakers: Albert Salvatore, Partner, Roetzel
B. Nate Collins, Partner, M&A Tax, BDO

Legal and Regulatory Hurdles Challenging M&A Cross Border Transactions
Speakers: Sid Shaver, Managing Director, Statesman Business Advisors
Jorge Claudio, President, JClaudio Consulting Inc.
Patrick Del Duca, Partner, Zuber Lawler & Del Duca

Co-Investment Strategies for Intermediaries
Speakers: B. Graeme Frazier IV, President, Private Capital Research, LLC
Gerald O'Dwyer, Managing Director, Blackmore Partners LLC
Michael Dinan, President & CEO, Dinan & Co. LLC
David Harvey, President, Harvey & Company

Piranha Pool
Speakers: Steven Silverman, M&A Advisor, Doeren Mayhew
Jeffrey Kadlic, Co-Founder, Evolution Capital Partners
David Magdol, Senior Managing Director, Main Street Capital
Michael Pfeffer, Managing Director, Post Capital Partners LLC
Misty Young, Board Chair, Squeeze In Franchising, LLC
Shila Morris, President, Squeeze In Franchising, LLC
Juan Valdez, CFO, Global Drilling Support International
Paul Nicholson, VP, Global Drilling Support International
Rick Perrone, President/CEO, Tournament One
Eric S. Philo CFA, Managing Director, Avalon - Net Worth

Buying or Selling an ESOP-Owned Company: How to Execute a Successful Transaction
Speakers: Alberto del Pilar, Managing Director, ButcherJoseph & Co.
David Solomon, Partner, Levenfeld Pearlstein, LLC
Mike Zeller, Co-head Global Services Group, Moore & Van Allen

Family Office's and SBIC's - When Are They Right for Your Deal
Speakers: Chip Weinberg, Managing Director & Principal, Weinberg Capital Group
Kenneth Heuer, Principal , Kidd & Co LLC
Carol Hance, Managing Director, LongueVue Capital
Seth Friedman, Managing Director, RLJ Credit
Colin Raws, Director Business Development, Boathouse Capital
Justin Kaplan, Partner, Balance Point Capital Partners

What the Financial Services Sector Can Expect from the 114th Congress and the Obama Administration: Legislation, Regulations and Taxes
Richard A. Gephardt, President/CEO Gephardt Government Affairs, U.S. House of Representatives MO (1977-2005)

Washington Update – Campaign for Clarity
Speakers: Shane Hansen, Partner, Warner Norcross Judd
Robert Gurrola, President, Summa Financial Group LLC
Mike Adhikari, President/ Owner, Illinois Corporate Investments Inc.