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Featured Speakers

Speaking From Experience

You'll hear compelling case studies, tactics and strategies from middle market leaders, your peers, who are charged with making deals happen. These candid conversations focus on trends, challenges, successes and lessons learned–leaving you with insights and actionable take-aways rarely found anywhere else.


Tom Kesoglou Tom Kesoglou
McCarter & English LLP



Doug Ducey Doug Ducey
Arizona State Treasurer, Former Partner & CEO, Cold Stone Creamery
Steven LaTourette Steven LaTourette
McDonald Hopkins Government Strategies
David Schweikert David Schweikert
Arizona, 6th District
United States House of Representatives


Celine Armstrong Celine Armstrong
Vice President, Product & Content
S&P Capital IQ
Richard Baum Richard Baum
Managing Partner
Consumer Growth Partners
Chris Blees Chris Blees
BiggsKofford PC
Matthew Carroll Matthew Carroll
Westview Capital Partners
Anthony Citrolo Anthony Citrolo
Managing Partner and Founder
NYBB/Strategic M&A Advisors
David Cohn David Cohn
Managing Director
Diamond Capital Advisors LLC
Laura Crosby-Brown Laura Crosby-Brown
Director of Compliance
Regulatory Compliance
Kelly DePonte Kelly DePonte
Managing Director
Probitas Partners
Elizabeth Di Cola Elizabeth Di Cola
Vice President, ESOP Finance Group
Fifth Third Bank
Michael Dinan Michael Dinan
Founder, President & CEO
Dinan & Company
Christopher Dunlop Christopher Dunlop
Managing Director
Houlihan Lokey
Aziz El-Tahch Aziz El-Tahch
Managing Director
Stout Risius Ross
Mike Ertel Mike Ertel
Managing Director
Broker Legacy M&A Advisors
John Farr John Farr
Managing Director
Columbia West Capital
David Felts David Felts
Managing Director
TM Capital Corp.
Graeme Frazier Graeme Frazier
Private Capital Research LLC and GF Data Resources LLC
Sri Geedipalli Sri Geedipalli
Simanor LLC
Phil Gilbert Phil Gilbert
Managing Director
P&M Corporate Finance
Scott Gluck Scott Gluck
Of Counsel
Venable LLP
Matt Greeson Matt Greeson
Managing Director
Greene Holcomb Fisher
Kirk Griswold Kirk Griswold
Argosy Capital
Bob Gurrola Bob Gurrola

SUMMA Financial Group
Carol Hance Carol Hance
Managing Director
LongueVue Capital
Jeri Harman Jeri Harman
Founder and Partner
Avante Mezzanine Partners
Nathan Harnetiaux Nathan Harnetiaux
Portfolio Manager
Kemper Corporation
Loren Heger Loren Heger
Vice President and General Counsel
Warren Henson Warren Henson
President and Senior Managing Director
Green, Manning & Bunch Ltd.
Jeremy Holland Jeremy Holland
Principal, Origination
The Riverside Company
Jonathan Howe Jonathan Howe
Managing Director
Wedbush Securities
Fred Jager Fred Jager
Hunter Wise Financial Group LLC
Jay Jester Jay Jester
Managing Director, Director of Business Development
Audax Group
Mark Jones Mark Jones
River Associates Investments LLC
Jeff Kadlic Jeff Kadlic
Co-Founder and Managing Partner
Evolution Capital Partners
Justin Kaplan Justin Kaplan
Balance Point Capital Partners
Brian Kinsman Brian Kinsman
Co-Founder & Managing Partner
Bunker Hill Capital
Bruce Lipian Bruce Lipian
Managing Director
Stone Creek Capital
Dan Lipson Dan Lipson
Rotunda Capital
Alex Livingston Alex Livingston
Redwood Management Partners
Tim Mages Tim Mages
Salem Halifax Capital Partners
Devin Mathews Devin Mathews
Managing Partner
Chicago Growth Partners
Kerry Morris Kerry Morris
Shoreline Partners LLC
Tim Oleszczuk Tim Oleszczuk
Managing Director
Grace Matthews
Stephen Perry Stephen Perry
Linsalata Capital
Christopher Petrossian Christopher Petrossian
Managing Director
Lincoln International
Judge: Michael S. Pfeffer Judge: Michael S. Pfeffer
Managing Director
Post Capital Partners LLC
Euan Rellie Euan Rellie
Senior Managing Director
Business Development Asia
Fritz Richards Fritz Richards
Prestwick Partners
Dennis Roberts Dennis Roberts
Chairman & Senior Managing Director
The McLean Group
Peter Rothschild Peter Rothschild
Managing Director
OFS Capital Management, LLC
Connor Searcy Connor Searcy
Managing Director
Trive Capital
Sid Shaver Sid Shaver
Managing Director
Statesman Corporate Finance
James Simpson James Simpson

Finance 500 Inc.
Ira Starr Ira Starr
Managing Partner
Long Point Capital
Brian Steffens Brian Steffens
Warren Enterprises
Richard Truelick Richard Truelick
Former VP of Corporate Development
Beatrice Foods Co.
Jennifer Watson Jennifer Watson
Masuda Funai
Michael Wilkins Michael Wilkins
Managing Director
Harris Williams & Co.
Lisa Wright Lisa Wright
Managing Director—M&A Products
Bureau Van Dijk