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EVENT SPONSOR
Lockton Companies, Inc.
Sponsor type: Event
Our team of experts brings a keen insurance Contact
perspective to the transaction process. Having a Jeff Henningsen, Partner
background as an entrepreneurial company makes us Phone: 713-458-5451
a perfect fit for deal-making visionaries as we specialize [email protected]
in enhancing investment outcomes; first, by exposing Michael Muhs, CLCS
potential problems in a target company’s insurance Project Manager
program and second, by developing creative solutions Phone: 713-458-5311
which convert those obstacles into insurable risks. [email protected]
In the past fifteen years, our Houston M&A team has Elena M. Millner
successfully completed in excess of 3,000 insurance Phone: 713-458-2552
[email protected]
diligence projects for our financial clients. As the largest
independently owned risk management/insurance
broker in the World, and the ninth largest global broker Address
placing in excess of $18 billion in annual premium, we 5847 San Felipe, Suite 320
have proven time and again that by adding our team to Houston, Texas 77057
lead the task of insurance due diligence, costly pitfalls
and hidden liabilities can be averted. www.lockton.com
Orix Mezzanine & Private
Equity Investments
Sponsor type: Event
ORIX Mezzanine & Private Equity (“OMPE”) is a Dallas, Contact
Texas-based provider of mezzanine and/or equity capital Jeffrey P. Sangalis, CFA, Managing Director
to lower middle market and middle market companies Phone: 214-237-2059
throughout North America. Led by Jeff Sangalis, the [email protected]
OMPE team includes ten professionals with significant and Jeff Browning, Managing Director
complementary experience investing in middle market Phone: 214.237.2373
[email protected]
transactions. Over the past three years the OMPE team
has invested approximately $275 million in 20 transactions. David Fang, Director
Phone: 214-237-2359
Because OMPE is investing balance sheet capital, there [email protected]
are no limitations regarding the maximum equity and/or
required percentage of debt capital in a given investment. Brian Kerr, Director
Phone: 484.262.5028
OMPE seeks to partner with and invest capital alongside [email protected]
private equity sponsors, family offices, and established
independent sponsors. Address
1717 Main Street
Investment Criteria: Suite 1100
Dallas, TX 75201
• Minimum EBITDA of $5 million
• $10 - $30 million initial check size www.orix.com
SPONSOR-PAGE-FINAL.indd 18 3/20/2017 7:37:12 PM
Lockton Companies, Inc.
Sponsor type: Event
Our team of experts brings a keen insurance Contact
perspective to the transaction process. Having a Jeff Henningsen, Partner
background as an entrepreneurial company makes us Phone: 713-458-5451
a perfect fit for deal-making visionaries as we specialize [email protected]
in enhancing investment outcomes; first, by exposing Michael Muhs, CLCS
potential problems in a target company’s insurance Project Manager
program and second, by developing creative solutions Phone: 713-458-5311
which convert those obstacles into insurable risks. [email protected]
In the past fifteen years, our Houston M&A team has Elena M. Millner
successfully completed in excess of 3,000 insurance Phone: 713-458-2552
[email protected]
diligence projects for our financial clients. As the largest
independently owned risk management/insurance
broker in the World, and the ninth largest global broker Address
placing in excess of $18 billion in annual premium, we 5847 San Felipe, Suite 320
have proven time and again that by adding our team to Houston, Texas 77057
lead the task of insurance due diligence, costly pitfalls
and hidden liabilities can be averted. www.lockton.com
Orix Mezzanine & Private
Equity Investments
Sponsor type: Event
ORIX Mezzanine & Private Equity (“OMPE”) is a Dallas, Contact
Texas-based provider of mezzanine and/or equity capital Jeffrey P. Sangalis, CFA, Managing Director
to lower middle market and middle market companies Phone: 214-237-2059
throughout North America. Led by Jeff Sangalis, the [email protected]
OMPE team includes ten professionals with significant and Jeff Browning, Managing Director
complementary experience investing in middle market Phone: 214.237.2373
[email protected]
transactions. Over the past three years the OMPE team
has invested approximately $275 million in 20 transactions. David Fang, Director
Phone: 214-237-2359
Because OMPE is investing balance sheet capital, there [email protected]
are no limitations regarding the maximum equity and/or
required percentage of debt capital in a given investment. Brian Kerr, Director
Phone: 484.262.5028
OMPE seeks to partner with and invest capital alongside [email protected]
private equity sponsors, family offices, and established
independent sponsors. Address
1717 Main Street
Investment Criteria: Suite 1100
Dallas, TX 75201
• Minimum EBITDA of $5 million
• $10 - $30 million initial check size www.orix.com
SPONSOR-PAGE-FINAL.indd 18 3/20/2017 7:37:12 PM
