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Round Tables

 

Round Table discussions will feature a brief presentation followed by an open dialogue among attendees, designed to encourage collaboration and enrich the learning experience. Round Tables can be booked via ACG Access scheduling platform. Each session will be limited to 30 participants, with spots allocated on a first-come, first-served basis. Registration will be limited to one Round Table per person.

Thursday – February 27, 2025

 

9:00am – 10:00am

Roping in Returns: Why Private Equity Is Poised for Growth in 2025—A Data-Driven Outlook

2024 saw a rebound in Private Equity deal activity, driven by lower borrowing costs and less macro volatility. Exits thrived, yet fundraising cooled, sending dry powder down. We’ll unpack key data you need to wrangle the challenges and seize opportunities ahead in 2025.

Speaker:
Garrett Hinds
Senior Research Analyst, Private Equity
PitchBook

10:00am – 11:00am

Efficiently Navigating a Competitive Deal Market

This session offers an interactive discussion on key trends and insights shaping effective deal sourcing in today’s highly competitive environment. It also provides valuable advice and practical tips for efficiently navigating competitive sell-side processes, helping participants maximize win rates while minimizing “dead deal” expenses and opportunity costs.

Speaker:
Mark Dufilho
Managing Director, Head of M&A and Advisory
Texas Capital Securities

11:00am – 12:00pm

Strengthening and Streamlining Global Supply Chains to Build More Resilient Portfolio Companies 

This session will highlight strategies for investing in key locations to minimize disruptions, reduce dependency on distant suppliers, and improve logistics costs, ultimately strengthening the overall value proposition.

Speaker:
Jorge Gonzalez
CEO
The Nearshore Company

1:00pm – 2:00pm

Mastering M&A Integrations:  Organizational Design as a Key to Maximize Human Capital and Drive Value Creation

Join us for an insightful roundtable discussion on effective M&A integration and organizational planning within portfolio companies. This session will focus on how PE firms can drive value creation and enhance EBITDA by establishing robust support functions and aligning the right human talent, particularly within finance organizations. IPC’s leadership, along with Trivest Partners, will delve into the critical aspects of talent management and share strategies for seamlessly integrating portfolio companies into a larger platform. Gain valuable insights and practical tips for optimizing your organization and maximizing investment returns.

Speakers:
Craig Harwerth, Partner, Impact Point
Faisal Haque, Principal, Impact Point
Ryley Anderson, Trivest Partners

Friday – February 28, 2025

 

9:00am – 10:00am

Technology’s Role in M&A Transactions as well as Cross-Border M&A Considerations  

Hosted by Frost Brown Todd, this session examines the role of technology in M&A transactions, highlighting its impact on efficiency and decision-making. It also explores key cross-border M&A considerations, with a particular focus on insights and strategies from a family office investor perspective. 

Speaker:
Adil Adi
Allocator & Founding Principal
Adi
Family Office 

10:00am – 11:00am

Maximizing M&A Outcomes through the use of Exit Planning Teams

This session offers an interactive discussion regarding how different service providers can best work together to maximize the selling outcomes for their client, which in turn increases the middle market deal sophistication. It will also provide advice on how to navigate and properly plan to incorporate those other services providers, including investment bankers, attorneys, wealth managers and accountants.

Speaker:
Jeff Hawkins
Partner
Carr, Riggs and Ingram