Page 11 - TACC 2023 Program

TIME AGENDA MODERATOR & SPEAKERS
7:00 am Arrivals & Breakfast

7:55 am Welcome Remarks SPEAKER
Scott Linch
Partner, Forvis

8:00 am - 8:15 am Middle-Market Update with GF Data SPEAKER
Bob Dunn
While deal flow in the middle market has slowed Managing Director, GF Data
dramatically in the last year, deals are still getting done –
in spite of high cost of capital and questions surrounding
the broader economy. Join GF Data – the leading source
for data on acquisitions valued between $10 million and
$500 million – for a look at what’s impacting valuations,
debt structure, and deal terms in a more risk-conscious
environment.

8:20 am - 9:00 am Considerations in Supercharging Middle MODERATOR
Market PortCo Organic Growth Following Summer Craig
CEO, Craig Group
PE Investment
SPEAKERS
How do companies develop and execute a strategic growth
plan soon after institutional capital investment? Without MJ Maloof
a seasoned in-house revenue operations team, what are CRO/CCO, REE Medical
the considerations for senior management and the board John M. Dupuy
as they build and implement a Strategic Go To Market plan CEO & Operating Partner,
to maximize organic growth. In this session, a PE-backed Industrial Advisory Partners
PortCo CEO and CRO, data scientist, and operating partner
discuss their experiences in what key sales and marketing
steps can be structured following PE investment to drive
continued organic growth at the top line.

9:10 am - 10:00 am HR Harmonization in the First 100 Days MODERATOR
Marcela Maxson
The pre and post-deal 100 days of a middle market Business Performance Advisor,
transaction can be a hectic time. Human capital is affected Insperity
in many ways. In this session, we outline pre-deal M&A HR
risk management and planning, all leading to day one HR SPEAKERS
transition readiness and sound post-merger execution.
Rob Marchitello
CEO, Signal Power Group
Kevin Venturini
Executive Vice President, Strategy,
Clearfork Midstream

10:10 am - 10:50 am Managing IT Integration MODERATOR
Matt Klauser
A successful M&A transaction is dependent on effective Partner, Transaction Advisory Services,
operational integration. The following panel will outline a Forvis
roadmap for managing Pre/Post deal IT Integration with
points of discussion to include: SPEAKERS
■ Assessing IT risks and opportunities during diligence Mark Miller
■ IT integration strategies that drives value creation Partner, PE Value Creation, Forvis
■ Critical training and change management practices Darren McKnight
Director, PE Value Creation, Forvis
Tyler Leach
Director, IT Risk & Compliance, Forvis