LET THE DEALS FLOW -...

LET THE DEALS FLOW

O N - S I T E G U I D E

# I N T E R G R O W T H

© 2018 Association for Corporate Growth, Inc. All Rights Reserved.

T o d a y ’ s f a s t - p a c e d m a r k e t r e q u i r e s

a n e d g e . A C G G l o b a l P a r t n e r s

p r o v i d e y o u w i t h t h e e x p e r t i s e

a n d b e s t p r a c t i c e s n e e d e d t o c l o s e

t h e d e a l .

P A R T N E R S I N D R I V I N G M I D D L E - M A R K E T G R O W T H .®

L E A R N M O R E A B O U T A C G PA R T N E R S H I P S ,

V I S I T A C G . O R G / S P O N S O R S H I P

O F F I C I A L S P O N S O R O F G R O W T H S M

G R O W T H L E A D E R

NORTH TOWER

SOUTH TOWER

HOTEL ENTRANCE

PRESIDIO

ROOMS

EXIT OUT TO

MARINA TERRACE

RANCHO

SANTA FE

ROOMS

TORREY P

INES

RO

OM

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HOTEL LOBBY

MARRIOTT GRAND

BALLROOM

SAN DIEGO

BALLROOM

MARINA KITCHEN

SOUTH TOWER

GUEST ELEVATORS

NO

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WER

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LEVA

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PACIFIC

BALLROOM

NORTH TOWER

GUEST ELEVATORS

NORTH TOWER

FITNESS

CENTER

SOUTH TOWER

SOUTH TOWER

GUEST ELEVATORS

SANTA

ROSA

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Featured Sessions and Breakout Tracks Pacific Ballroom 14-17, Lower Level

Chapter Leadership Meeting Pacific Ballroom 24, Lower Level

Sponsor Private Meeting Rooms Additional rooms located on 3rd and 4th floors of the South Tower

Transportation Lobby Pacific Ballroom Foyer, Lower Level

Looking for ACG Capital Connection®? ACG Capital Connection will be held on Wednesday, May 2, from 5:00 – 7:30 p.m. during the Opening Reception at Marina Terrace.

For full details on the event, turn to page 20.

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CONFERENCE MAP

L O B B Y L E V E L

L O W E R L E V E L

Registration San Diego Ballroom, Lobby Level

Information Desk Marriott Grand Ballroom Foyer, Lobby Level

InterGrowth Lounge Marriott Grand Ballroom, Lobby Level

ACG DealSource® Marriott Grand Ballroom 1-4, Lobby Level

Early Arrivals Networking Area (Wednesday only) Pacific Ballroom Foyer, Lower Level

Keynote Session and Middle-Market Insights Theater Pacific Ballroom, Lower Level

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Photo Release/Technology Waiver

ACG plans to take photographs and video at InterGrowth and reproduce them in ACG educational,

news or promotional material, whether in print, electronic or other media, including the ACG website.

By participating in InterGrowth, you grant ACG the right to use your name, image and biography for

such purposes. All postings become the property of ACG. Posting may be displayed, distributed or

used by ACG for any purpose.

Your registration may include technology that monitors your activities throughout the meeting, such

as session attendance and booth visits.

Anti-Harassment Policy

ACG and InterGrowth are dedicated to providing a harassment-free conference experience for

everyone. ACG does not tolerate harassment of any form.

TABLE OF CONTENTS

W E L C O M E L E T T E R

I N T E R G R O W T H C O M M I T T E E

A C G A W A R D W I N N E R S

C O N F E R E N C E S C H E D U L E

C O N F E R E N C E A P P

I N T E R G R O W T H L O U N G E

A C G T E C H S H O W C A S E

O P E N I N G R E C E P T I O N & A C G C A P I T A L C O N N E C T I O N ®

E D U C A T I O N

K E Y N O T E P R E S E N T A T I O N

M I D D L E - M A R K E T I N S I G H T S T H E A T E R

B R E A K O U T T R A C K S

F E A T U R E D S E S S I O N S

H A P P Y H O U R R E C E P T I O N

A C G D E A L S O U R C E ®

C L O S I N G R E C E P T I O N

P A R T N E R P R O F I L E S

S P O N S O R P R O F I L E S

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S TAT U S Q U O S I T S I D L E .

Status Go™

S H I F T S I N TO H I G H G E A R .

Ready for a high performance approach

to create value at every turn?

Welcome to Status Go.

gt.com/statusgo

© 2018 Grant Thornton LLP | All rights reserved | U.S. member firm of Grant Thornton International Ltd

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WELCOME TO INTERGROWTH 2018!

It’s been seven years since InterGrowth convened in San

Diego, and while some things have changed, the heart and

soul of the event are still the same–it is the premier dealmaking

conference in the country for middle-market M&A.

LET THE DEALS FLOW OVER THE NEXT THREE DAYS

Perhaps InterGrowth’s greatest strength lies in its ability to

gather the right people for three days of nonstop networking

and business development. The InterGrowth community

represents a who’s who of midmarket dealmaking, and ACG

has created an exceptional program to drive connections

among attendees.

Everyone is invited to the Marina Terrace for the opening

reception and ACG Capital Connection® on Wednesday

evening. On Thursday, the day concludes with a fun and

relaxed happy hour in the InterGrowth Lounge celebrating the

local craft beer scene. And to cap off the conference, raise a

glass at the closing reception on Friday afternoon.

In addition, you’ll find plenty of other opportunities to meet

with fellow attendees, as well as take in some of the top-notch

sessions on the schedule. From keynote speaker Jeff Immelt to

any of the breakout tracks to the new featured sessions, there’s

something for everyone.

THE INTERGROWTH LOUNGE

The InterGrowth Lounge is the networking hub of the

conference and your go-to location for meetings, visiting with

event sponsors, or grabbing refreshments, breakfast and lunch.

Plus, ACG has some welcome surprises for you this year,

including a virtual reality competition and more.

Thank you again for joining us at InterGrowth 2018.

On behalf of the entire InterGrowth steering committee, the

staff and volunteers of ACG and our sponsors, we hope you

enjoy this year’s event.

Chris Hebble

InterGrowth 2018 Chairman

Houlihan Lokey

ACG Los Angeles

J.B. Dollison

ACG Global Board Chairman

Crutchfield Capital Corporation

ACG Houston

Tap into Insperity’s distinctive M&A approach

Insperity is in your corner. We help

you fight the M&A competition to

succeed. Our HR services help you:

• Facilitate high growth bolt-on strategies

• Avoid costly HR issues

• Grow portfolio companies faster with less risk

• Prepare for sell-side due diligence

Visit us at our booth at Intergrowth. For more information about Insperity go to insperity.com/acg or call 866-814-6817.

Insperity is an official sponsor of Growth.

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INTERGROWTH 2018 COMMITTEE

Chris Hebble


Houlihan Lokey

ACG Los Angeles

Scott Linch


DHG

ACG Charlotte

Les Alexander

Jefferson Capital Partners

ACG Louisiana

Jason Brown

Victory Park

Capital Advisors, LLC

ACG Los Angeles

J.B. Dollison


ACG Houston

Ramsey Goodrich

Carter Morse & Mathias

ACG Connecticut

Richard P. Jaffe

Duane Morris LLP

ACG Philadelphia

L E A D E R S H I P

W. Braun Jones III

Stonehaven Capital, LLC

ACG National Capital

Karin Kovacic

Monroe Capital, LLC

ACG Connecticut

Angela MacPhee

RGL Forensics

ACG Denver

Christine Melendes

Vice President,

Strategic Events &

Partnerships

ACG Global

Cassandra Mott

Thompson & Knight LLP

ACG Houston

Michael Vaccarella

Wipfli LLP – CPAs and

Consultants

ACG Chicago

Copyright © 2018 by S&P Global Market Intelligence, a division of S&P Global Inc. All rights reserved.

Easily turn information into actionable insights.S&P Global Market Intelligence offers you insightful and timely news, research, and data tailored to your companies and sectors of interest.

Our public and private company profiles, market-moving news, broker research andestimates, screening, and find buyers tools provide private equity practitioners with an essential toolkit to identify new investment opportunities, value portfolio companies, and maximize the exit.

spglobal.com/marketintelligence

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MERITORIOUS SERVICEAWARD WINNERS

The ACG Meritorious Service Award recognizes leaders in ACG

who have contributed to the success of the organization through

extraordinary volunteer service and achievement. Congratulations

to the following recipients of this prestigious award:

A W A R D S

Sally Glick

Principal and Chief Growth Strategist

Sobel & Co., LLC

ACG New Jersey

Jeremy Harrison

Regional Group Head, Senior Vice

President and Senior Business

Development Offi cer - Business Capital

Bank of America Merrill Lynch

ACG UK

Paul Kleinkauf

Regional Director

Merrill Corporation

ACG Atlanta

Karen Tuleta

Partner

MPE Partners

ACG Cleveland

Ward V.S. Cerny

Vice President

AllianceBernstein

ACG Denver

Colt Luedde

Managing Director

GulfStar Group

ACG Houston

SEE CHALLENGES BEFORE THEY’RE CHALLENGING.

To make confident decisions about the future, middle market leaders need a different kind of advisor. One who starts by understanding where you want to go and then brings the ideas and insights of an experienced global team to help get you there.

Experience the power of being understood. Experience RSM.

rsmus.com

We’re up to speed, so you can go full speed.

RSM US LLP is the U.S. member firm of RSM International, a global network of independent audit, tax and consulting firms. Visit rsmus.com /aboutus for more information regarding RSM US LLP and RSM International.

dentons.com© 2018 Dentons. Dentons is a global legal practice providing client services worldwide through its member firms and affiliates. Attorney Advertising. Please see dentons.com for Legal Notices.

*Acritas Global Elite Law Firm Brand Index 2013–2017.

Dentons is proud to sponsor the 2018 ACG InterGrowth Conference.

Dentons. The world’s largestglobal elite law firm.*

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CONFERENCE SCHEDULE*

For complete details, including full description and speakers,

log onto the official InterGrowth 2018 conference app.

W E D N E S D A Y, M A Y 2

8:00 a.m. – 7:30 p.m.

InterGrowth Conference Registration

San Diego Ballroom A

8:00 a.m. – 1:00 p.m.

Early Arrivals Meet-Up Area

Pacific Ballroom Pre-Function Space

1:00 – 5:00 p.m.

INTERGROWTH LOUNGE

Marriott Grand Ballroom

1:00 – 2:45 p.m.

Inside the LP Mind: A Fundraising Seminar

Pacific Ballroom 16

1:00 – 5:00 p.m.

Chapter Leadership Meeting (Invite Only)

Pacific Ballroom 24

1:00 – 5:00 p.m.

ACG DEALSOURCE®

Marriott Grand Ballroom 1-4

3:00 – 3:50 p.m.

CONCURRENT BREAKOUT TRACKS

TRACK 1: PRIVATE EQUITY IN

AN AGE OF SPECIALIZATION

A Closer Look at Multi-Site Health Care Investments

Pacific Ballroom 14

TRACK 2: TECHNOLOGY & THE M&A MARKET

Technology and New Mobility Drive Significant

Changes in the Automotive and Aftermarket Industry

Pacific Ballroom 15

TRACK 3: EXIT & SUCCESSION PLANNING

Transitioning Family-Owned Companies:

Things Most Buyers Don’t Consider

Pacific Ballroom 16

TRACK 4: BUILDING BUSINESSES:

ADDING VALUE ONCE THE DEAL IS DONE

Creating Value in the New Economy

Pacific Ballroom 17


*As of 4/2/2018. Schedule subject to change.

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4:00 – 4:50 p.m.

CONCURRENT BREAKOUT TRACKS


The Increasing Presence of Private Equity in

Technology and Venture

Pacifi c Ballroom 15


How (Not) to Screw Up Your Exit




Leveraging Your Lender:

Before, During and After the Deal Closes


5:00 – 7:30 p.m.

OPENING RECEPTION & ACG CAPITAL CONNECTION®

Marina Terrace (Outside, North Tower–Pool Level)

bkd.com/pe | @bkd_PE

When you’re looking to enhance value in volatile times, our bold, battle-tested pros can help you win the day with solutions for each stage of your investment cycle.

Everyone needs a trusted advisor.Who’s yours?

Failure is not an option.

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T H U R S D A Y, M A Y 3

6:00 a.m. – 6:00 p.m.



6:00 – 7:00 a.m.

Yoga

Coronado Terrace

6:00 – 7:00 a.m.

5K Run

Waterfront

6:00 – 7:00 a.m.

Spin

Pure Studio

Note: Bus leaves from the Transportation Lobby

(Pacific Ballroom) at 5:15 a.m.

8:00 – 9:30 a.m.

Networking Breakfast


8:00 a.m. – 6:00 p.m.

INTERGROWTH LOUNGE


8:15 – 9:50 a.m.

WOMEN’S NETWORKING BREAKFAST

AND FEATURED SESSION

Pacific Ballroom 14-15

9:00 – 9:50 a.m.

The Importance of Gender-Diverse Boards and

Management When Investing in Companies

9:00 a.m. – 5:00 p.m.

ACG DEALSOURCE


10:00 a.m. – 12:00 p.m.

MIDDLE-MARKET INSIGHTS THEATER SESSIONS

Pacific Ballroom

10:00 – 10:50 a.m.

Where M&A Deals Go Wrong –

Lessons Learned from the Frontline

11:10 a.m. – 12:00 p.m.

Is There a New Normal in Middle-Market Private Equity?

12:00 – 1:30 p.m.

Networking Lunch


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1:00 – 1:50 p.m.

CONCURRENT FEATURED SESSIONS

Pacific Ballroom 14-15 & 16-17

Updates from the Capitol –

The Latest on Tax Reform and M&A


Innovation Investing: How to Be

on the Right Side of Disruption


2:00 – 3:30 p.m.

KEYNOTE PRESENTATION FEATURING JEFF IMMELT

Pacific Ballroom

4:30 – 6:00 p.m.

CRAFT BEER HAPPY HOUR RECEPTION


THAT NAME KEEPS POPPING UP MORE AND

MORE AS DEAL COUNSEL.

WHAT’S THE DEAL WITH

DUANE MORRIS?

For more information on how seriously we take our deals, please contact BRIAN KERWIN, chair of our global Corporate Practice, at

312.499.6737 or [email protected].

Duane Morris LLP – A Delaware limited liability partnership

An Am Law 100

www.duanemorris.com

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F R I D A Y, M A Y 4

6:30 a.m. – 12:00 p.m.



7:00 a.m. – 1:30 p.m.

Golf Tournament

Steele Canyon Golf Club



8:00 a.m. – 12:00 p.m.

Tennis Tournament

Balboa Tennis Club



8:00 – 9:30 a.m.

Networking Breakfast


8:00 a.m. – 12:00 p.m.

INTERGROWTH LOUNGE


9:00 a.m. – 12:00 p.m.

ACG DEALSOURCE


10:00 – 10:50 a.m.

FEATURED SESSION


Filling the Workforce Gap: Talent Management

Best Practices for Your Midmarket Business


12:00 – 2:30 p.m.

CLOSING RECEPTION

Tequila Bar


G R O W T H C H A M P I O N

G R O W T H S U P P O R T E R


A C G G l o b a l P a r t n e r s h e l p e x p a n d

y o u r m i d d l e - m a r k e t n e t w o r k ,

p r o v i d i n g v a l u a b l e c o n n e c t i o n s

w i t h c o r p o r a t e c l i e n t s a n d a

c o n s i s t e n t s o u r c e o f d e a l s f o r

c a p i t a l p r o v i d e r s .

P A R T N E R S I N D R I V I N G M I D D L E - M A R K E T G R O W T H .®

L E A R N M O R E A B O U T A C G PA R T N E R S H I P S ,

V I S I T A C G . O R G / S P O N S O R S H I P

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INTERGROWTH 2018 CONFERENCE APP

Be sure to download the official InterGrowth 2018 conference

app. With it, you can view and search the attendee list and

request meetings. Plus, enjoy full access to the PitchBook

Platform to get the information you need about companies,

funds or investors.*

In addition, full schedule details of the InterGrowth program,

including session descriptions and speakers, are available

exclusively on the app. Log in today and create your custom

InterGrowth schedule.

LOOKING FOR A PLACE TO MEET?

This year, there are two meeting areas in the InterGrowth

Lounge clearly marked for your convenience in scheduling your

meetings. These easy-to-identify areas have numbered tables

to make it easy to find your connections at the event.

Available for download on:

Need assistance? Please visit PitchBook’s booth (#206)

in the InterGrowth Lounge for assistance.

S P O N S O R E D B Y

Powered by PitchBook

C O N F E R E N C E A P P

*For a limited time. Access available through Friday, May 18, 2018.

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WELCOME TO THE INTERGROWTH LOUNGE

Wednesday, May 2 | 1:00 – 5:00 p.m.

Thursday, May 3 | 8:00 a.m. – 6:00 p.m.

Friday, May 4 | 8:00 a.m. – 12:00 p.m.


With plenty of seating, refreshments throughout the day and

a variety of solutions to optimize your deal flow, head to the

InterGrowth Lounge whenever you’re not in a session.

• All breakfasts, lunch and breaks

• Middle Market Growth Backyard: Relax in this

InterGrowth oasis featuring games and refreshing

Arnold Palmers

• Knock one out of the park at the Home Run Derby

Virtual Reality competition

• Need a caffeine boost? Stop by the Espresso Bar

• Power up at the Charging Stations

• See the latest tech solutions for the middle market at the

ACG TechShowcase (see page 20 for details)

There are meeting areas in the InterGrowth Lounge clearly

marked for your convenience in scheduling your meetings.

These easy-to-identify areas offer numbered tables and plenty

of seating, making it easy to find your connections at the event.

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SPONSOR LEGEND*

ACG Chicago ...................117

Ansarada ..........................124

Antares Capital .................202

Aon Transaction

Solutions ...........................108

Atlantix Partners ...............121

B/D Compliance

Associates / Bridge

Capital Associates ...........113

BDO US LLP .....................110

BKD, LLP ..........................130

Black Mountain ................120

Buyouts Insider ................218

CBIZ .................................203

CliftonLarsonAllen ............119

CohnReznick LLP .............106

Consero Global ................300

Cortland Capital

Market Services ................123

CT Corporation .................210

DataFox ............................213

DealVDR ...........................116

Dentons ............................102

DHG ..................................104

Duane Morris LLP .............201

East West Associates .......221

EisnerAmper LLP ..............128

Exio ...................................304

Generational Group ..........118

GF Data®...........................301

Ghurka ..............................215

Gowling WLG ...................105

Grant Thornton LLP ..........207

Insperity ............................208

Medley Capital .................103

Mergers & Acquisitions ....212

National Center

for the Middle Market ......125

PEI Media Group ..............101

Pepper Hamilton LLP .......126

PitchBook .........................206

Plante Moran ....................205

Preqin ...............................209

Research Now SSI ...........122

Rhythm Systems ..............302

RKON ...............................216

RSM US LLP ....................204

S&P Global

Market Intelligence ..........129

SourceScrub .....................217

Source2 ............................303

Spins LLC .........................107

Stifel .................................111

STNL Advisors ..................100

Tatum, a

Randstad Company .........115

Thomson Reuters .............214

TriNet ................................112

Twin Brook

Capital Partners ................114

Venable LLP .....................109

Vistra ................................211

Wipfli LLP –

CPAs and Consultants .....306

For full profiles,

turn to page 36

*As of 4/4/2018

1918


Home Run Derby Virtual Reality

Espresso Station

Charging Station

Shoe Shine

M E E T I N G A R E A 1


A C G D E A L S O U R C E

G R A N D B A L L R O

ENTRANCE TO INTERGROWTH LOUNGE

ENTRANCE TO ACG DEALSOURCE

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209

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116 117 118115

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300 302

301 303

304

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306

TEL

BY


A S E

R E M O T EO F F I C E S

L R O O M F O Y E R

M E E T I N G A R E A 2

207

A C G

P U B L I C

P O L I C Y

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218

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128

126

120 121 122 123 124 125

205

206

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202

201 130

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// BACKYARD

LOOKING FOR A PLACE TO MEET?This year, there are two meeting areas in the InterGrowth

Lounge clearly marked for your convenience in scheduling your

meetings. These easy-to-identify areas have plenty of seating

and make it easy to fi nd your connections at the event.

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Additional exhbitors who provide technology solutions:

• Ansarada

• Axial

• Black Mountain

• DataFox

• Deal VDR

• PitchBook

• Preqin

ACG TECHSHOWCASE

The InterGrowth Lounge


The ACG TechShowcase returns to InterGrowth. Located in

the InterGrowth Lounge, be sure to stop by the participating

firms to learn more about the latest technology and services

available to the middle market.

Don’t forget to stop by the Home Run Derby Virtual Reality

competition and take your best swing.

• Research Now SSI

• RKON

• S&P Global Market Intelligence

• SourceScrub

• Spins LLC

• Thomson Reuters

I N V E S T M E N T B A N K I N G

E V E N T S P O N S O R S

A L L I A N C E PA R T N E R S

The Financial Executives

Networking Group (FENG)

Kayo Conference Series LLC

National Center for

the Middle Market

PEI Media Group

Privcap

Turnaround

Management Association

Women’s Alternative

Investment Summit (WAIS)

Women’s Private

Equity Summit (WPES)

THANK YOU EVENT SPONSORS AND ALLIANCE PARTNERS


Practical Solutions. Exceptional Results.

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O P E N I N G R E C E P T I O N

OPENING RECEPTION & ACG CAPITAL CONNECTION

I N P A R T N E R S H I P W I T H


Marina Terrace (Outside, North Tower–Pool Level)

Open to all registered InterGrowth attendees, the opening

reception and ACG Capital Connection cap off your first day.

Grab a drink and a bite to eat, and enjoy the sunny San Diego

weather while visiting with more than 100 equity providers

and corporate strategic acquirers. It’s the perfect opportunity

to stop by and discuss the exhibiting firms’ operations,

investment focuses and portfolio companies.

Please Note: A separate ACG Capital Connection guide

will be available at the event. The guide contains a map to

easily find any of the exhibiting organizations, along with

their firm classification, markets served in EBITDA and

investment ranges.

PARTICIPATING FIRMS*

AEA Investors LP

Alaris Royalty Corp.

Alpine Investors

Altus Capital Partners

American Industrial Partners

Ardenton Capital

ArrowMark Partners

Ashland Capital Partners

Aterian Investment Partners

Audax Group

Auxo Investment Partners

Bain Capital Double Impact Fund (BCDI)

BBH Capital Partners

BelHealth Investment Partners

Blue Sea Capital

Branford Castle Partners, L.P.

Brynwood Partners

Capital Partners

CapitalWorks, LLC

Castanea Partners

CCI Growth Capital

CenterGate Capital

CenterOak Partners

Century Park Capital Partners

Chatham Capital

CITIC Capital

Clarion Capital Partners, LLC

Clearlake Capital

Clearview Capital

The Compass Group

Comvest Partners

CORE Industrial Partners

Cortec Group

Dorilton Capital

Eli Global

Encore Consumer Capital

EOS Partners

Eureka Growth Capital

Five Points Capital

Freemark Partners

Frontenac

Frontier Capital

Gauge Capital

*As of 4/5/2018

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O P E N I N G R E C E P T I O N

GenNx360 Capital Partners

Goldner Hawn Johnson & Morrison

Graycliff Partners

Grey Mountain Partners

Greyrock Capital Group

Gridiron Capital

Gryphon Investors

H.I.G. Capital

Hamilton Robinson Capital Partners

Harvest Partners

The Heritage Group

Hidden Harbor Capital Partners

High Road Capital Partners

Highview Capital

Huron Capital

Incline Equity Partners

Insight Equity

Juggernaut Capital Partners

JZ Partners

Kaulig Capital, LLC

KCB Private Equity

L Squared Capital Partners

LaSalle Capital

Lindsay Goldberg

Linsalata Capital Partners

Littlejohn & Co., LLC

Macquarie Corporate and Asset Finance

Medley Capital

Monomoy Capital Partners

Monroe Capital

MPE Partners

NexPhase Capital

Noble Four Partners, LLC

NorthCreek Mezzanine

Northlane Capital Partners

Northstar Capital

O2 Investment Partners, LLC

Odyssey Investment Partners

OFS Capital

OpenGate Capital

Orchard Holdings Group

Palladium Equity Partners, LLC

Prospect Capital

Prudential Capital Partners

River Associates Investments, LP

The Riverside Company

RLJ Equity Partners

Rockwood Equity Partners

Safanad

Saw Mill Capital

Sentinel Capital Partners

Serent Capital

ShoreView Industries

Silver Oak Services Partners

Southfield Capital

Spanos Barber Jesse & Co.

Spire Capital Partners

Sterling Investment Partners

Stonehenge Partners

Summit Partners Credit Advisors

Susquehanna Private Capital

Tide Rock Holdings

Transom Capital Group

Triangle Capital Corporation

Trilantic Capital Partners

TSG Consumer Partners

TZP Group

Victor Capital Partners

VION Investments

Watermill Group

Weinberg Capital Group

Wellspring Capital

Management

WestView Capital Partners

Worthington Industries

ZS Fund LP

1,000+ Deals Closed.

240+ Sponsors.

Zero takenfor granted.

GolubCapital.com

For more than 20 years, we have combined best in class reliability with experienced deal makers who are focused on establishing long-term partnerships.

Breakout Session Details:

Presented by

WEDNESDAY, MAY 2nd | 4:00–4:50 P.M.

Leveraging Your Lender—before, during and after the deal closes

Creating Value ByUnderstanding Your Business.We Put Quality In The Earnings.

Learn more at

EisnerAmper.com/PE

25

K E Y N O T E P R E S E N TAT I O N

KEYNOTE PRESENTATION WITH JEFF IMMELT

Thursday, May 3 | 2:00 – 3:30 p.m.


Jeff Immelt has been named one of the “World’s Best CEOs”

three times by Barron’s and with good reason. Hear how he

transformed GE into a simpler, stronger and more focused

digital industrial company by revamping the company’s

strategy, global footprint, workforce and culture. Under

his leadership, GE was named “America’s Most Admired

Company” by Fortune magazine and one of “The World’s Most

Respected Companies” in polls by Barron’s and Financial

Times. Since leaving GE, Immelt has brought his knowledge

and expertise to Silicon Valley, as a partner at the venture

capital firm New Enterprise Associates.

Don’t miss this session moderated by Jay Jester, managing

director of Audax Private Equity. He joined Audax Private

Equity at its inception in 2000 and is one of the original senior

investment professionals at the firm, which has invested $4.5

billion in 112 platforms and 645 add-on companies. Jester

serves on the ACG Global board of directors and is also a

member of YPO in New England.

Jeff Immelt

Former Chairman of GE, and

Partner, New Enterprise Associates

MODERATOR

Jay Jester

Managing Director

Audax Private Equity

26


A duo of compelling 50-minute-long discussions, Middle-

Market Insights Theater features panelists and speakers who

are experts on the most pressing issues facing the middle

market and private capital investment.

WHERE M&A DEALS GO WRONG–

LESSONS LEARNED FROM THE FRONTLINE presented in partnership with Grant Thornton LLP

Thursday, May 3 | 10:00 – 10:50 a.m.

Pacific Ballroom

Currently, over two-thirds of completed deals fall short of their

targeted ROI within two years of close, and without behavioral

changes to optimize performance during the investment period,

this will continue. In this session, Grant Thornton will reveal the

results of their 2018 U.S. Deal Value Curve Study, and discuss

why investment returns are compromised and how to get a

different outcome.

IS THERE A NEW NORMAL IN

MIDDLE-MARKET PRIVATE EQUITY? presented in partnership with Insperity


Pacific Ballroom

Hear this expert panel share in-depth data and their hands-on

experience to answer the question: “Is There a New Normal

in Middle-Market Private Equity?” They’ll also tackle other

pressing questions, including: What is behind the rise in add-

ons and secondary purchases between PE firms, and what

does it mean for the next decade in the industry? Is there a

new financial calculus for growing portfolio companies?

Is outsourcing the new approach for protecting

management bandwidth?

For complete details, including speakers, log onto the

official InterGrowth 2018 conference app.

Read the

Today!LATEST ISSUE

PICK UP A COPY OF THE IMPACT INVESTING EDITION OF

MMG IN THE INTERGROWTH PUBLICATION BINS.

28

BREAKOUT TRACKS

Wednesday, May 2


Hear a series of dynamic panel discussions with four distinct areas

of focus:

TRACK 1: PRIVATE EQUITY IN AN AGE OF SPECIALIZATION

3:00 – 3:50 p.m.

A Closer Look at Multi-Site Health Care Investments

In partnership with DHG

Pacific Ballroom 14


3:00 – 3:50 p.m.

Technology and New Mobility Drive Significant Changes

in the Automotive and Aftermarket Industry

In partnership with Plante Moran

Pacific Ballroom 15

4:00 – 4:50 p.m.

The Increasing Presence of Private

Equity in Technology and Venture

In partnership with PitchBook

Pacific Ballroom 15


3:00 – 3:50 p.m.

Transitioning Family-Owned Companies:

Things Most Buyers Don’t Consider

In partnership with BKD

Pacific Ballroom 16

4:00 – 4:50 p.m.

How (Not) to Screw Up Your Exit

In partnership with Venable LLP

Pacific Ballroom 16



3:00 – 3:50 p.m.

Creating Value in the New Economy

In partnership with S&P Global Market Intelligence

Pacific Ballroom 17

4:00 – 4:50 p.m.

Leveraging Your Lender:

Before, During and After the Deal Closes

In partnership with Golub Capital

Pacific Ballroom 17

For complete details, including a full description

and speakers, log onto the official InterGrowth 2018

conference app.

Make the mark.

plantemoran.com/private-equity

• Transaction advisory • Tax • Audit• Strategy

• Finance & accounting

outsourcing• Technology • Operations

Michele McHale, partner

Trusted answers for trusted advisors.

Our unique solutions help you serve clients and prospects with confidence that your advice is solid.

Learn more about our trusted answers for trusted advisors at financial.tr.com/eikon-ib

The answer is Eikon.

© 2018 Thomson Reuters S065751/3-18

30

F E AT U R E D S E S S I O N S

NEW IN 2018! FEATURED SESSIONS

New this year, these sessions spotlight timely and

relevant topics.

THE IMPORTANCE OF GENDER-DIVERSE BOARDS AND

MANAGEMENT WHEN INVESTING IN COMPANIES presented in partnership with

Antares Capital and Atlantix Partners

Networking Breakfast & Panel Discussion

Thursday, May 3 | 8:15 – 9:50 a.m.


8:15 – 9:00 a.m.

Women’s Networking Breakfast*

9:00 – 9:50 a.m.

Panel Discussion

UPDATES FROM THE CAPITOL –

THE LATEST ON TAX REFORM AND M&A

Thursday, May 3 | 1:00 – 1:50 p.m.


INNOVATION INVESTING:

HOW TO BE ON THE RIGHT SIDE OF DISRUPTION presented in partnership with Ansarada

Thursday, May 3 | 1:00 – 1:50 p.m.


FILLING THE WORKFORCE GAP:

TALENT MANAGEMENT BEST PRACTICES

FOR YOUR MIDMARKET BUSINESS

Friday, May 4 | 10:00 – 10:50 a.m.


For complete details, including a full description

and speakers, log onto the official InterGrowth 2018

conference app.

*Additional registration required

© 2018 Association for Corporate Growth. All Rights Reserved.

R E G I S T R A T I O N O P E N S S O O N

W W W . A C G . O R G

With an unparalleled practice at the nexus of the public and private sectors, Venable provides solutions to complex business challenges and ensures that our clients thrive in this highly regulated economy.

CALIFORNIA | DELAWARE | MARYLAND | NEW YORK | VIRGINIA | WASHINGTON, DC

Where the middle market turns

Charles J. Morton, Esq. | 750 East Pratt Street, Suite 900, Baltimore, MD | Attorney advertising.

Your Home Run Deal Is Out There

Is the middle market throwing you curveballs? Success is just one swing away - Wipfli is here to coach you to a “W.” From fund formation and compliance, to confident transactions, to portfolio performance, you get a powerhouse of expertise to take you from the sandlot to the big leagues.

Visit us in the VR Home Run Derby Area and play to win!

© 2018 Wipfli LLP

wipfli.com/PrivateEquity

33

H A P P Y H O U R

CRAFT BEER HAPPY HOUR IN THE INTERGROWTH LOUNGE

Thursday, May 3 | 4:30 – 6:00 p.m.

The InterGrowth Lounge


Close out the second day of the conference with your fellow

attendees in the InterGrowth Lounge for a relaxing happy hour.

Each fully stocked bar will feature a different local craft beer

brewed in the San Diego area. Raise a glass and enjoy!

Craft beers include:

• Alesmith, Lil’ Devil

• Ballast Point, Pineapple Sculpin IPA

• Belching Beaver, Me So Honey Blonde

• Karl Strauss, Red Trolley

• Green Flash, Soul Style IPA

• Julian, Hard Apple Cider

• Modern Times, Tortuga

• Stone, Delicious IPA


34

A C G D E A L S O U R C E




Friday, May 4 | 9:00 a.m. – 12:00 p.m.


ACG DealSource features investment bankers who have

pre-scheduled 20-minute one-on-one meetings. If you have a

scheduled appointment with an ACG DealSource investment

banker, head to Marriott Grand Ballroom 1-4.

PARTICIPATING FIRMS*

7 Mile Advisors

Alantra

Armory Securities

Baker Tilly

BDA Partners

BDO USA LLP

BlackArch Partners

BMO Capital Markets

Bowen Advisors

Bruderman Brothers LLC

Childs Advisory Partners

Clayton Capital Partners


Deloitte Corporate Finance

Dinan & Company, LLC

Dinan Capital Advisors

Doeren Mayhew Capital Advisors

Duff & Phelps LLC

EA Markets

Farlie Turner & Co

FMI Capital Advisors, Inc.

G2 Capital Advisors, LLC

GCA Advisors, LLC

Generational Group

Griffin Financial Group LLC

Harris Williams & Co.

Harvey & Company LLC

Hyde Park Capital Advisors, LLC

Imperial Capital

J.P. Morgan

KippsDeSanto & Co.

Livingstone Partners

MHT Partners

Network Corporate Finance Gbmh & Co. Kg

RA Capital Advisors LLC

Raymond James

RBC Midmarket M&A

Richard Vander Kaay & Associates, Inc.

SMBC Nikko

Stout Risius Ross, Inc.

TD Securities

TM Capital

United Mergers & Acquisitions

Valufinder Group

William Blair

*As of 4/5/2018

DealMaker Portal is your dashboard view into the people and information you need to compete

in private equity and mid-market M&A.

Introducing The New

Contact Dominique Gageant at 212-803-8882 or [email protected] for more information.

DealMakerPortal.com

I met a contact

at an ACG event

that led to one of

our biggest deals

to date.

S E E T H E

P O W E R T H A T

M E M B E R S H I P

B R I N G S

J O I N T O D A Y

A T A C G . O R G


T H E P O W E R O F

37

H A P P Y H O U R

CLOSING RECEPTION

Friday, May 4 | 12:00 – 2:30 p.m.

Tequila Bar

Join us poolside at Tequila Bar to celebrate the close of another

great InterGrowth! Raise a glass with your fellow attendees and

soak up the incredible San Diego weather.

There will also be drinks and snacks available for you

to enjoy.


GROW WITH US.MIDDLE MARKET

GROWTH EXPANDS TO

SIX ISSUES PER YEAR!

LEARN HOW.

MIDDLEMARKETGROWTH.ORG/ADVERTISE

• Reach 90,000 M&A professionals

• Lock in your spot for the September/

October food and beverage issue

• Hurry – The deadline is July 3

38

O F F I C I A L S P O N S O R O F G R O W T H

Grant Thornton LLP

171 N. Clark St., Ste. 200

Chicago, IL 60601

312-856-0200

www.grantthornton.com

Booth #207

Grant Thornton LLP is the U.S. member firm of Grant Thornton

International Ltd, one of the world’s leading organizations of

independent audit, tax and advisory firms. Grant Thornton

specializes in serving middle-market companies, particularly

private companies. Whether providing diligence for the latest

transaction or addressing the needs of companies as they

scale in size, Grant Thornton takes a fresh look at each client to

provide service that is customized to their structure and growth

trajectory.

Contact:

Sal Fira

Partner and National Managing Partner,

Private Equity Industry

T: 214-561-2460

E: [email protected]

39

O F F I C I A L S P O N S O R O F G R O W T H

Insperity

19001 Crescent Springs Dr.

Kingwood, TX 77339

800-465-3800

www.insperity.com/acg

Booth #208

Insperity, a trusted adviser to America’s best businesses

for more than 30 years, provides a game-changing line-

up of human resources and business solutions designed

to help companies run better, grow faster and make more

money. Insperity’s strategic solutions offer one of the most

comprehensive suite of products and services available in the

marketplace.

Resulting from a strategic alliance between ACG and Insperity,

the Insperity® Capital Growth Program helps private equity

firms gain the edge over their competition. The program

was developed to help ACG members achieve a level of

predictability in their human resources function so they can

concentrate on their business goals and portfolio growth.

This acclaimed program provides several key solutions for

private equity firms, as well as emerging growth and middle-

market companies. Firms can fuel their success with improved

speed of execution, more accurate forecasting and useful

insights to quickly realize value from bolt-on transactions.

Insperity business performance solutions support more than

100,000 businesses with over 2 million employees. With

2017 revenues of $3.3 billion, Insperity operates in 68 offices

throughout the United States. For more information, visit

insperity.com/acg.

40


As the largest CPA firm headquartered in the southern U.S.

and among the nation’s top 20, DHG provides the best

combination of national-caliber talent and resources with the

flexibility of a smaller local accounting firm. Our professionals

offer an essential combination of industry and subject matter

knowledge. DHG provides clients a collaborative approach

minimizing the need to segregate the services required from

multiple service providers. We leverage extensive knowledge

about, and presence within, the middle market, providing a

resourceful, one-stop solution at any stage of the deal life cycle

for private equity groups, portfolio companies and companies

that may be acquired or sold. We integrate our national industry

sectors to bring experience, insight and tangible value to the

middle market and private equity industry as a whole.

Mergers & Acquisitions covers all aspects of middle-market

dealmaking, including identifying acquisition targets,

negotiating transactions, performing due diligence and

closing deals. The brand’s website at TheMiddleMarket.com

is continuously updated, providing real-time analysis of news

and trends in M&A. Its monthly magazine is published in

partnership with the Association for Corporate Growth, a global

organization comprised of thousands of private equity firms,

corporate officials and intermediaries.

PitchBook is a financial data and software company that

provides clarity into the capital markets to help professionals

discover and execute opportunities with confidence and

efficiency. We collect and analyze detailed data on the entire

venture capital, private equity and M&A landscape—including

public and private companies, investors, funds, investments,

exits and people. Our data and analysis are available through

our suite of products (the PitchBook Platform), industry news

and in-depth reports.

DHG

4350 Congress St., Ste. 900

Charlotte, NC 28209

704-367-7020

www.dhgllp.com/PE

Booth #104

Mergers & Acquisitions

One State Street Plz., 27th Fl.

New York, NY 10004

212-803-8638

www.themiddlemarket.com

Booth #212

PitchBook

901 Fifth Ave., Ste. 1200

Seattle, WA 98164

206-623-1986

www.pitchbook.com

Booth #206

41


RSM US LLP is a leading provider of audit, tax and consulting

services focused on the middle market. We assist private

equity firms and their portfolio companies with integrated

services across the private equity life cycle. Clients benefit

from a single-point-of-coordination service model and teams

that operate as strategic partners to help create value. With

9,000 professionals and associates in 90 cities nationwide and

access to more than 43,000 people in 120 countries through

our membership in RSM International, we can meet your needs

wherever in the world you do business.

At S&P Global Market Intelligence, we integrate financial and

industry data, research and news into tools that help track

performance, generate alpha, identify investment ideas,

understand competitive and industry dynamics, perform

valuation and assess credit risk. Investment professionals,

government agencies, corporations and universities globally

can gain the intelligence essential to making business and

financial decisions with conviction.

S&P Global Market Intelligence is a division of S&P Global

(NYSE: SPGI).

For more information, visit

www.spglobal.com/marketintelligence.

RSM US LLP

1 S. Wacker Dr., Ste. 800

Chicago, IL 60606

312-634-3400

www.rsmus.com

Booth #204

S&P Global

Market Intelligence

55 Water St.

New York, NY 10041

866-296-3743

www.spglobal.com/

marketintelligence

Booth #129

42


BKD, LLP’s 2,650 CPAs, advisers and staff offer solutions to

clients domestically and internationally. We understand private

equity is about the life cycle of selected investing, portfolio

management and successful realization for your firm. That

is why our private equity services are designed to help you

through each stage of the investment timeline.

Our middle-market focus leverages expertise and due diligence

to help make informed decisions, manage uncertainty and

create value. Our experience comes from assisting with

thousands of transactions, allowing us to quickly identify and

quantify issues, and provide meaningful due diligence and

transaction solutions, such as business models, cash flow

models and working capital engagements.

Additionally, BKD Corporate Finance, LLC, a wholly-owned

subsidiary of BKD, specializes in providing investment

banking services, including mergers, acquisitions, sales,

recapitalizations, management buyouts and capital raising

services. BKDCF combines the skills of investment banking

and mergers and acquisitions together with the attention to

detail and expertise of a national CPA firm with experience

covering a variety of industries. BKDCF is a member of FINRA

and SIPC.

Learn more at bkd.com or reach someone directly: Managing

Partner Jerry Henderson [email protected]; National

Transaction Services Leader Chris Dalton [email protected];

or BKDCF President Tony Giordano [email protected].

Dentons is the world’s largest law firm, delivering quality and

value to clients around the globe. Dentons is a leader on

the Acritas Global Elite Brand Index, a BTI Client Service 30

Award winner and recognized by prominent business and

legal publications for its innovations in client service, including

founding Nextlaw Labs and the Nextlaw Global Referral

Network. Dentons’ polycentric approach and world-class talent

challenge the status quo to advance client interests in the

communities in which we live and work.

BKD, LLP

910 E. St. Louis St., Ste. 400

Springfield, MO 65806

417-831-7283

www.bkd.com

Booth #130

Dentons

1221 Avenue of the Americas

New York, NY 10020

212-768-6700

www.dentons.com

Booth #102

43


With experienced private equity and commercial finance

lawyers across our global platform, coupled with the deep

capabilities of more than 800 lawyers across all practice areas,

Duane Morris offers the resources to optimize transactional

value for sellers and buyers; advise lenders and borrowers

in acquisition financings; counsel LPs and GPs on formation

of funds and other investment structures; advise LPs on

co-investment, direct investment and separate accounts;

support portfolio company operations; and advise owners on

operations, strategy, exit alternatives and tax/wealth planning.

Given our strategic firmwide focus on the PE space, broad

experience in major industry sectors and an innovative culture

deeply committed to client service, we are regularly called

upon to work with company owners, as well as the most

sophisticated and demanding players in the private equity

marketplace.

For more information, please contact:

Brian P. Kerwin

Chair, Corporate Practice Group

[email protected] | 312-499-6737

Richard P. Jaffe

Head, Private Equity

[email protected] | 215-979-1935

Duane Morris LLP

30 S. 17th St.

Philadelphia, PA 19103

www.duanemorris.com

Booth #201

EisnerAmper LLP is among the nation’s largest accounting

firms with a dedicated and well-established private equity

services group providing audit, tax and advisory needs to

private equity firms and their portfolio companies. From start-

up funds to large and complex financial entities, our dedicated

team understands client needs and provides strategic advice

and innovative approaches.

Our goal is to provide both private equity investors and

their portfolio companies with the close personal attention

necessary to help achieve significant and sustained growth.

Our professionals have been providing audit, tax and advisory

services to the private equity community for more than

45 years.

To meet the needs of clients with interests overseas,

EisnerAmper offers the resources of EisnerAmper Global,

with offices across the globe. www.eisneramper.com

EisnerAmper LLP

750 Third Ave.

New York, NY 10017

212-949-8700

www.eisneramper.com

Booth #128

44


Golub Capital is a nationally recognized credit asset manager

with over $25 billion of capital under management. For over

20 years, Golub Capital has provided credit to help medium-

sized U.S. businesses grow. The firm’s award-winning Middle

Market Lending business provides financing for middle market

companies and their private equity sponsors. Golub Capital’s

credit expertise also forms the foundation of its Late Stage

Lending and Broadly Syndicated Loan businesses. Golub

Capital has worked hard to build a reputation as a fast, reliable

provider of compelling financing solutions, and we believe

this has inspired repeat clients and investors. Today, the firm

has over 300 employees with lending offices in Chicago, New

York and San Francisco. For more information, please visit

golubcapital.com.

Golub Capital

666 Fifth Ave.

New York, NY 10103

212-574-8408

www.golubcapital.com

Remote Office #619

VOICES OF THE MIDDLE MARKET

LISTEN & SUBSCRIBE TODAY.

In-depth interviews about the trends

impacting midsize companies and M&A.

Guests include CEOs, economists, private

equity investors and other influencers who

discuss what they’re seeing in the market.

45


Plante Moran is among the nation’s largest accounting, tax and

business consulting firms with 2,200 professionals in 22 offices.

Serving more than 900 private equity firms and portfolio clients

nationwide, we provide transaction, tax, audit, finance and

accounting outsourcing, strategy, operations and technology

services throughout the investment life cycle. From helping

strategically evaluate and efficiently close transactions, to

mapping out a value-creation plan and helping get the most value

at exit, we deliver flexible solutions based on your distinct needs.

Operating within a “one-firm” firm structure without office-level

profit centers means you receive the collective power of the firm

and expertise you need regardless of location. Since we realize

that each client and transaction is unique, we provide a flexible

and personalized approach that includes customizing each

engagement, hand-selecting each team, and offering a wide

range of industry expertise. We bring deep expertise in a variety

of industries including industrials, automotive, food and beverage,

healthcare, business services, technology and franchise. For more

information, visit plantemoran.com/private-equity.

Thomson Reuters provides professionals with the intelligence,

technology and human expertise they need to find trusted

answers. We enable professionals in the financial and risk, legal,

tax and accounting, and media markets to make the decisions

that matter most, all powered by the world’s most trusted news

organization. Our suite of solutions provide corporate financial

analysis, company data, information, news and tools you need

to explore industries, emerging trends, adjacent markets and the

competitive landscape. Thomson Reuters employs more than

45,000 professionals in over 100 countries.

Plante Moran

27400 Northwestern Hwy.

Southfield, MI 48307

248-352-2500

www.plantemoran.com/

private-equity

Booth #205

Thomson Reuters

3 Times Sq.

New York, NY 10036

877-365-1455

financial.tr.com

Booth #214

46


An American Lawyer Global 100 law firm, Venable LLP serves

clients throughout the U.S. and around the world. Venable

lawyers and legislative advisers serve the needs of our clients in

all areas of the law. With an unparalleled practice at the nexus

of the public and private sectors, Venable provides solutions

to complex business challenges. Our focus is the middle

market. Venable represents a wide range of organizations,

from entrepreneurs and emerging growth companies to leading

national and international corporations, in all aspects of their

business operations. We are particularly active representing

private equity funds in a wide range of activities, including fund

formation, transactions on behalf of the funds, acting on behalf

of portfolio companies and providing regulatory counsel to

funds. Our corporate lawyers work side by side with attorneys

with deep financial, tax and regulatory experience to execute

deals in the manner that best serves our clients’ strategic

objectives. Whether your transaction involves the formation and

structuring of a new business, the creation of a joint venture, a

merger or acquisition, a buyout or the restructuring of a trouble

company, Venable attorneys are skilled at moving swiftly to

close the deal.

Wipfli is a strategic partner to private equity firms seeking

opportunity in the “muddy” middle market. We bring more than

85 years of experience serving midsized companies and have

deep expertise with a variety of coveted industries including

manufacturing and distribution, health care, transportation,

technology, real estate and construction. We currently work

with more than 30,000 closely held, privately-owned companies

with the potential to come to market and increase deal flow.

As accountants, tax experts, cybersecurity consultants

and process improvement specialists, we are well-suited to

accelerate growth while balancing compliance. Our integrated

approach means that all services—from fund formation to

transactions to portfolio performance and management—are

ready when needed at every stage of the journey.

Private equity firms turn to us because the “muddy” middle

market is our accustomed territory, and our team consists of

leaders who have been down these roads before. Your private

equity adventure is calling. Let Wipfli be your guide.

Venable LLP

600 Massachusetts Ave., NW

Washington, DC 20001

202-344-4000

www.venable.com

Booth #109

Wipfli LLP –

CPAs and Consultants

318 W. Adams, Ste. 800C

Chicago, IL 60606

www.wipfli.com/PrivateEquity

Booth #306

# E U R O G R O W T H


48


Strategically focused. Remarkably responsive. More than a

century of experience. The multi-disciplinary partners and

directors of BDO’s Private Equity Team provide integrated,

value-added assurance, tax and consulting services across

the fund cycle—from investment origination, acquisition and

closure, ownership support, and compliance to exit. A central

contact brings to bear the resources of the BDO network,

1,264 offices in 144 countries, providing consistently delivered

exceptional service wherever you invest. With a unique

combination of dedicated senior advisory professionals and

front-line industry specialists, BDO supports buy- and sell-

side transactions around the world and manages seamless

transition to service both portfolio and fund. Whether deal-

maker, portfolio executive or fund professional—for more than

100 years, people who know private equity know BDO.

For more information, visit www.bdo.com/privateequity

or contact Scott Hendon, Private Equity Practice Leader,

at 214-665-0750 or [email protected].

CLA is a professional services firm delivering integrated wealth

advisory, outsourcing and public accounting capabilities to

help enhance our clients’ enterprise value and assist them in

growing and managing their related personal assets—all the

way from startup to succession and beyond. Our professionals

are immersed in the industries they serve and have deep

knowledge of their operating and regulatory environments—

including maximizing efficiency and value of an acquisition

or disposition at each stage of a transaction. With more than

5,000 people, more than 100 U.S. locations and a global

affiliation, we bring a wide array of solutions to help clients in

all markets, foreign and domestic. For more information, visit

CLAconnect.com. Investment advisory services are offered

through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-

registered investment adviser.

BDO USA LLP

600 N. Pearl, Ste. 1700

Dallas, TX 75201

214-969-7007

www.bdo.com

Booth #110

CliftonLarsonAllen

220 S. Sixth St., Ste. 300

Minneapolis, MN 55402

612-376-4500

www.CLAconnect.com

Booth #119

49


CohnReznick LLP is one of the top accounting, tax and

advisory firms in the United States, combining the deep

resources of a national firm with the hands-on, agile approach

that today’s dynamic business environment demands. With

diverse industry expertise, the firm provides companies with

the insight and experience to help them break through and

seize growth opportunities. The firm, with origins dating back to

1919, is headquartered in New York City with 2,700 employees

in offices nationwide. CohnReznick is a member of Nexia

International, a global network of independent accountancy, tax

and business advisers.

Services for financial sponsors include transactional advisory,

fund compliance, portfolio company compliance and strategic

value creation solutions for portfolio companies. For more

information, please visit www.cohnreznick.com/PE.

The Jordan Company (TJC), founded in 1982, is a middle-

market private equity firm with over $8 billion of committed

capital assets under management and a 30-year track

record of investing in and building companies, most often

in partnership with the existing owners and management

teams of those companies. The senior investment team

has been investing together for over 20 years, and they are

supported by TJC’s Operations Management Group, which

was established in 1988 to create value by assisting the

management teams of TJC portfolio companies in identifying

and executing expansion and cost-reduction plans worldwide.

Headquartered in New York City, The Jordan Company also

has offices in Chicago, Stamford and Shanghai.

CohnReznick LLP

1301 Avenue of the Americas

New York, NY 10019

212-297-0400

www.cohnreznick.com

Booth #106

The Jordan Company, L.P.

767 Fifth Ave., 48th Fl.

New York, NY 10153

212-572-0800

www.thejordancompany.com

50


Medley is a credit-focused asset management firm offering

yield solutions to retail and institutional investors. Medley’s

national direct origination franchise, with over 85 people, is

a premier provider of capital to the middle market in the U.S.

Medley has over $5 billion of assets under management in

two business development companies, Medley Capital

Corporation (NYSE: MCC) and Sierra Income Corporation,

as well as private investment vehicles. Over the past 15 years,

we have provided capital to over 350 companies across 35

industries in North America.

Pepper Hamilton LLP, a multipractice law firm with more

than 425 lawyers nationally, provides corporate litigation and

regulatory legal services to leading businesses, governmental

entities, nonprofit organizations and individuals nationally and

throughout the world. Through our Investment Funds Industry

Group, we help funds navigate the issues that may arise

throughout their life cycle. We advise private equity, venture,

real estate, hedge and registered investment funds; investment

companies; small business investment companies; and

investment managers and their respective sponsors,

managers, advisers and investors on transactional and

legal regulatory issues.

Our clients receive the most current thinking on market

conditions and cutting-edge trends as our lawyers work

seamlessly with other practitioners to address the entire

liquidity spectrum, as well as the varying degrees of fund

regulatory oversight. We fully understand the interrelationships

among these functions and work to optimize our clients’

performance across all of them.

For more information, visit pepperlaw.com.

Medley Capital

280 Park Ave., 6th Fl. East

New York, NY 10017

212-759-0777

www.mdly.com

Booth #103

Pepper Hamilton LLP

3000 Two Logan Sq.,

Eighteenth and Arch St.


215-981-4000

www.pepperlaw.com

Booth #126

51


Stifel Investment Banking provides strategic advisory services

to our clients in North America, Europe, Asia and Latin

America that include initiating, structuring, and negotiating

mergers, acquisitions and divestitures as well as providing

fairness opinions, valuation and restructuring services. We

raise public and private debt and equity for our clients through

our institutional and retail brokerage network. Stifel also has

dedicated financial sponsors and a venture capital effort,

maintaining regular dialogue and deal flow with private equity

firms focused on Stifel’s core industry groups. Stifel clients

are served in the United States through Stifel, Nicolaus &

Company, Incorporated; Keefe, Bruyette & Woods, Inc.; Miller

Buckfire & Co., LLC; and Eaton Partners, LLC, and in the

United Kingdom and Europe through Stifel Nicolaus Europe

Limited. The combination of a full-service product offering

and over 400 bankers’ deep domain and product expertise

allows us to provide solutions that meet the evolving needs of

our clients.

STNL Advisors is a real estate consulting group that specializes

in unlocking hidden value related to leasehold and fee-owned

real estate assets. We provide portfolio companies and equity

sponsors with negotiating, restructuring and repositioning

services targeted towards improving liquidity to grow core

businesses, improving cash flow and borrowing capacity, and

creating long-term operational efficiency, whether on a single-

asset or portfolio-wide basis. Through our Buy and Recast™

program, we offer an effective capital-raising solution in a

capitalization (CAP) rate-constrained environment for private

equity groups, portfolio companies and business operators.

When structured strategically and executed effectively, this

financing vehicle allows a company to better manage its capital

structure and reinvest the equity into its core business that is

generally tied up in the real estate. This unique financing option

also offers flexibility in new portfolio acquisitions or leveraged

buyouts whereby monetized capital is typically more than

traditional financing.

Stifel

787 Seventh Ave.

New York, NY 10019

800-679-5446

www.stifel.com

Booth #111

STNL Advisors

260 Madison Ave., 5th Fl.

New York, NY 10016

973-292-0293

www.stnladvisors.com

Booth #100

52


Ranked in the top four corporate service providers globally,

Vistra is a versatile group of professionals, providing a uniquely

broad range of services and solutions.

Our capabilities span across company formations to

international expansion, trust, fiduciary, private office and fund

administration services.

Vistra employs over 3,300 employees in over 74 offices

across 44 jurisdictions. For more information, please visit

www.vistra.com

Malcolm Pobjoy

Group Commercial Director, Alternative Investments

212-500-6251

[email protected]

Bill Peiffer

Director of Business Development

443-956-2578

[email protected]

Vistra

19/F, Lee Garden One

33 Hysan Ave.

Causeway Bay, Hong Kong

Hong Kong

www.vistra.com

Booth #211

P O S T Y O U R J O B O P E N I N G T O D A Y .

J O B S O U R C E . A C G . O R G

ACG has the top

global network

for middle-market

businesses,

hands down.

S E E T H E

P O W E R T H A T

M E M B E R S H I P

B R I N G S .

J O I N T O D A Y

A T A C G . O R G


T H E P O W E R O F

54

E V E N T S P O N S O R

Adams and Reese LLP is one of the largest regional law firms

in the United States. We have more than 280 attorneys and

government relations professionals in 18 offices in Alabama,

Florida, Georgia, Louisiana, Mississippi, South Carolina,

Tennessee, Texas and Washington DC. Our attorneys have

unique access to private equity and investment banking

firms that engage in projects and transactions throughout the

southern United States. We routinely advise and represent

businesses in virtually every major industry. Clients include

local, regional, national companies; international corporations;

agencies; municipalities; universities; and individuals and

families. For more information about our firm and the services

that we provide, please visit www.adamsandreese.com.

Ansarada is a founder led, fast growth global technology

company on a mission to raise and protect potential.

Since 2005, our data rooms have helped the world’s leading

investors, advisers and corporates close more than 20,000

deals, the insights from which have been used to design the

world’s first suite of AI tools purpose-built for material events.

The Ansarada Material Information Platform™ is transforming

the way companies and their advisers operate by bringing

together all the relevant client and material information into

a single portal that delivers a 360 degree view of activity and

insights, giving users the foresight to make strategic decisions

and act quickly on opportunities.

Ansarada employs 200 people globally and operates out of

Sydney, Chicago, London, New York, Amsterdam, Frankfurt,

Johannesburg and Hong Kong.

Adams and Reese LLP

6075 Poplar Ave., Ste. 700

Memphis, TN 38119

901-525-3234

www.adamsandreese.com

Remote Office #601

Ansarada

215 W. Ohio St., 5th Fl.

Chicago, IL 60654

312-638-2200

www.ansarada.com

Booth #124

Remote Office #604

55


Antares Capital is the leading provider of financing solutions for

middle-market, private equity-backed transactions. For more

than 25 years, our dedicated professionals have helped our

private equity sponsor clients grow their businesses by offering

innovative financing solutions.

Axial is the business development network for middle-market

CEOs and deal professionals. Through curated events,

proprietary data and a confidential online platform, we help

our members forge relationships and get deals done. Axial

was founded in 2009 and is based in New York City. For more

information, visit www.axial.net.

Antares Capital

www.antares.com

Booth #202

Axial

443 Park Ave. South, 8th Fl.

New York, NY 10016

800-860-4519

www.axial.net

Practical Solutions, Exceptional Results. Atlantix Partners

is a professional services firm that provides corporate

transformation, transaction advisory, corporate governance and

compliance services to private equity firms and their portfolio

companies that have tough problems to solve and expect

results from their advisers and partners.

Since 2000, our firm has delivered advisory and consulting

services to hundreds of companies across multiple industry

sectors including their domestic and international subsidiaries.

As former business, finance and technology leaders, our team’s

first-hand knowledge allows us to leverage our experience into

practical, common sense solutions for you and your business.

Atlantix Partners

800 Corporate Dr., Ste. 408

Ft. Lauderdale, FL 33334

954-734-2360

www.atlantixpartners.com

Booth #121

Practical Solutions. Exceptional Results.

56


Bank of America Merrill Lynch is committed to helping middle-

market businesses capitalize on new opportunities locally and

worldwide. Bank of America Merrill Lynch Global Commercial

Banking is one of the largest commercial banking groups

in the U.S., serving companies with revenues between $50

million and more than $2 billion. Our deeply experienced

relationship managers provide access to a full range of financial

solutions including credit, treasury, derivatives, capital markets,

workplace financial solutions and employee benefits, as well as

wealth management products provided through Merrill Lynch

and U.S. Trust.

Since 1994, B/D Compliance Associates, Inc. (“BDCA”)

specializes in broker/dealer and registered investment advisor

compliance consulting. We help clients sort through FINRA,

SEC and state compliance challenges as well as regulatory

audits by providing clear, accurate analysis and expertise. In

regulatory matters, BDCA serves as a liaison that ultimately

saves time and internal staff resources by providing full service

outsourced compliance solutions. We offer practical regulatory

compliance advice and a flexible solution that is tailored

to our client’s regulatory requirements.

B/D Compliance Associates is a certified Women’s

Business Enterprise.

Bank of America

Merrill Lynch

300 Galleria Pkwy., Ste. 800

Atlanta, GA 30339-3153

404-607-3216

www.bofaml.com

B/D Compliance

Associates, Inc.

127 Main St.

Lilburn, GA 30047

678-262-4146

www.bd-compliance.com

Booth #113

57


Bridge Capital Associates, Inc. is an independent contractor

model broker/dealer for intermediaries with combined industry

experience of over 50 years. Bridge is a broker/dealer member

with the Financial Industry Regulatory Authority and a registrant

with the SEC and several states. Whether FINRA registration is

required as a Series 79 or 82 for an individual or for an entire

team, Bridge Capital can sponsor your securities transactions

through our unique platform. Bridge Capital works with

intermediaries on all types and sizes of private placements,

M&A and PIPE transactions.

Bridge Capital is a certified Women’s Business Enterprise.

Black Mountain is a software company that offers highly

configurable solutions including portfolio management, trade

order management, compliance, research management, direct

lending, investment accounting & admin agent, performance

attribution, EDM and data warehouse reporting. Our clients

consist of many of the world’s leading investment managers,

credit funds, hedge funds, private equity, direct lenders and

banks who use our platform to manage all varieties of loans,

fixed income, alternatives, derivatives, equities and FX. Black

Mountain’s software can be configured to model any business

process, store any data, integrate with any system, and provide

transparency for all of the above in any format.

Bridge Capital Associates

127 Main St.

Lilburn, GA 30047

678-640-2120

www.bridgecapitalassociates.com

Booth #113

Black Mountain

12526 High Bluff Dr., Ste. 160

San Diego, CA 92130

858-866-8989

www.blackmountainsystems.com

Booth #120

58


Cortland is a leading independent investment servicing

company with offices in Chicago, New York, Austin, Los

Angeles, Indianapolis, London and Asia. Cortland provides

investment servicing and fund administration to private

investment funds, hedge funds, mutual funds, private equity real

estate funds, institutional investors, family offices, direct lenders

and managed accounts. Clients rely on Cortland’s experience

to successfully provide administrative and successor agency,

escrow agency, fund accounting, shareholder servicing, NAV

valuations, and back- and middle-office operational solutions

including leveraged loan and CLO manager services. Cortland

is SSAE 18 Type II SOC 1 audited. For more on Cortland, please

visit us at www.cortlandglobal.com.

CBIZ CMF is private equity’s preferred operating and

implementation partner for finance and financial leadership.

CBIZ CMF provides transaction advisory, office of the CFO,

strategic FP&A, management consulting and executive search

services to over 200 private equity funds and their portfolio

companies across North America. CBIZ CMF supports middle-

market companies through transactions and transitions, with

the overall mission to provide leadership, enhance visibility, and

improve operations to generate higher returns. CBIZ CMF is

the PE Platform of CBIZ Inc. (NYSE: CBZ), an $800M publicly

traded financial and insurance services company with 4,000+

employees across most major cities in the U.S.

Cortland Capital

Market Services

225 W. Washington St., 9th Fl.

Chicago, IL 60606

312-564-5100

www.cortlandglobal.com

Booth #123

CBIZ

325 Chestnut St., Ste. 410


215-531-7500

www.cbiz.com

Booth #203

59


CT Corporation is the highest quality provider of corporate

business compliance solutions and registered agent services

for the deal-maker industry. Our expertise and unparalleled

service allow us to offer a powerful suite of solutions

including: mergers and acquisitions support, secured lending

and structured finance assistance, global compliance and

international services, and real estate transaction services.

We enable our customers to make smart decisions and

effectively manage the complexities of their business

requirements. CT is part of Wolters Kluwer, a global leader

in professional information services. To learn more, go to

www.ctcorporation.com. Follow CT Corporation on Twitter,

LinkedIn, and Facebook.

Founded in 1935, D.A. Davidson & Co.’s investment banking

division is a leading full-service investment bank that offers

comprehensive financial advisory and capital markets

expertise. The group has extensive transaction experience

serving middle market clients worldwide across five industry

verticals: consumer, diversified industrials, financial institutions,

real estate and technology.

D.A. Davidson & Co. is a subsidiary of employee-owned D.A.

Davidson Companies a financial services company with nearly

1,350 employees working in 26 states and $48 billion in client

assets under management and administration.

CT Corporation

111 Eighth Ave.

New York, NY 10011

855-316-8948

www.ct.wolterskluwer.com

Booth #210

D.A. Davidson & Co.

611 Anton Blvd., Ste. 600

Costa Mesa, CA 92626

714-327-8800

www.dadavidson.com I N V E S T M E N T B A N K I N G

60


DataFox surfaces, monitors and prioritizes the best prospects

for hundreds of financial firms including Goldman Sachs, Accel

Partners and Warburg Pincus. Since 2013, we’ve developed

a constantly updating, proprietary company database using

machine learning and white-glove human analysts.

We deliver new prospects and company data directly into client

CRMs, including Salesforce, DealCloud and Navatar. Built by

alumni of Stanford, Salesforce, Palantir and Box, DataFox is

backed by Goldman Sachs, Google Ventures, Green Visor

and Slack. For more information, check out our website at

www.datafox.com.

The Deal is the leading provider of actionable intelligence for

the modern deal-maker. It dives into corporate transactions,

deal-makers and their advisers to help readers pinpoint

opportunities to grow their business. Advisers use The Deal to

stand out from the competition and promote their brand as a

thought leader though events, video and custom reporting. For

more information, visit www.thedeal.com.

Interested in participating in live or digital events? Contact

Jonathan McReynolds at [email protected].

DataFox

835 Howard St.

San Francisco, CA 94103

415-969-2144

www.datafox.com

Booth #213

The Deal

14 Wall St., 15th Fl.

New York, NY 10005

888-667-3325

www.thedeal.com

61


The Generational Group (comprised of Generational Equity,

Generational Capital Markets, and Generational DealForce),

headquartered in Dallas, Texas, with over 250 professionals

located throughout the U.S. and Canada, is one of the leading

middle-market M&A firms in North America. The Generational

Group helps business owners release the wealth of their

businesses by providing merger, acquisition and strategic

growth advisory services. Our four-step approach features exit

planning education, business valuation, value enhancement

strategies, and M&A transactional services. Our process is

undergirded with a philosophy that puts our clients’ needs at

the heart of everything we do. This is the Generational way.

Primary Contact: Director of Buyer Services

Lisa Lippe, [email protected].

Generational Group

14241 Dallas Pkwy., Ste. 700

Dallas, TX 75254

877-213-1792

www.generational.com

Booth #118

East West Associates (EWA) is a leading provider of commercial,

operational and risk management solutions and implementation

to western companies competing in China & Asia.

Founded in 2005, with executives in the U.S., China & Asia,

EWA provides a variety of services for our private equity

clients, including:

• M&A due diligence

• Performance improvement & restructuring

• Process optimization

• Plant relocation, construction & closure

• Executive recruitment

• Interim general manager placement

• Employee background checks

• Fraud & theft investigations

EWA executives have all lived in China & Asia and held senior

management positions with P&L responsibilities for western

multi-national companies: including Lennox International (NYSE:

LII), Bechtel Corporation and Briggs & Stratton (NYSE: BGG).

East West Associates

9624 Bailey Rd., Ste. 290

Cornelius, NC 28031

704-807-9531

www.eastwestassoc.com

Booth #221

62


Gowling WLG is an international law firm created by the

combination of Gowlings, a leading Canadian law firm, and

Wragge Lawrence Graham & Co (WLG), a leading UK-based

international law firm.

With more than 1,400 legal professionals in 18 cities worldwide,

we provide our clients with in-depth expertise in key global

sectors and a suite of legal services at home and abroad. We

see the world through our clients’ eyes, collaborating across

countries, offices, service areas and sectors to help them

succeed—no matter how challenging the circumstances.

Learn more at gowlingwlg.com.

JLL Capital Markets provides in-depth local market and

global investor knowledge to deliver best-in-class solutions

for clients—whether a sale, financing, repositioning, advisory

or recapitalization execution. In 2017, our 2,000 specialists

completed $175 billion in global volumes. Our corporate finance

and net lease experts help maximize the transaction value of real

estate investments, optimize company performance and realize

asset value for clients anywhere in the United States.

Morrison & Foerster is a global firm with approximately

1,000 lawyers across 16 offices in the U.S., Europe and Asia.

The firm is widely recognised for providing its clients, which

include some of the world’s largest financial institutions and

Fortune 100, private equity firms, technology and life science

companies, with legendary service. Clients rely on the firm

for innovative and business-minded solutions. Morrison &

Foerster’s lawyers share high standards, a commitment

to excellence and a passion for helping their clients succeed,

resulting in enduring relationships and a record of

high achievement.

Gowling WLG

100 King St. W, Ste. 1600

Toronto, ON M5X 1G5

416-862-7525

www.gowlingwlg.com

Booth #105

JLL Capital Markets

200 E. Randolph

Chicago, IL 60601

312-782-5800 www.us.jll.com/united-states/en-us/

services/investors/capital-markets

Remote Office #626

Morrison & Foerster LLP

425 Market St.


415-268-7000

www.mofo.com

Remote Office #628

63


RA Capital Advisors LLC, member of FINRA & SIPC, is proudly

celebrating its 30th anniversary as a boutique investment bank

in San Diego. We serve the middle market by providing an “in

the trenches” approach to our clients in a variety of industries.

We focus on sell-side, buy-side and raising institutional capital

for our clients and have a particular expertise in cross-border

transactions. We are pleased to be joined by select members

of our international network from Germany (Network Corporate

Finance), Italy (Scouting), Mexico (Sinergia) and Australia

(Presser & Co.) for this year’s InterGrowth conference.

Preqin is the leading source of information for the alternative

assets industry, providing data and analysis via online

databases, publications and complimentary research reports.

Preqin is an independent business with over 300 staff based in

New York, London, Singapore, San Francisco, Hong Kong and

Manila serving over 60,000 customers in over 90 countries.

Preqin has the most comprehensive and extensive information

available on the private equity and venture capital, hedge fund,

real estate, infrastructure, private debt and natural resources

industries, encompassing funds and fundraising, performance,

fund managers, institutional investors, deals and fund terms.

Leading alternative assets professionals from around the world

rely on Preqin’s services daily, and its data and statistics are

regularly quoted by the financial press.

Follow us on Twitter: www.preqin.com/Twitter

Find us on LinkedIn: www.preqin.com/LinkedIn

RA Capital Advisors

12230 El Camino Real, Ste. 100

San Diego, CA 92130

858-704-3200

www.raca.com

Preqin

One Grand Central Place

60 E 42nd St., Ste. 630

New York, NY 10165

212-350-0100

www.preqin.com

Booth #209

64


RKON is a strategic IT adviser to private equity delivering

consulting and execution services for due diligence, carve-outs,

post-merger integrations and cybersecurity. As a team of deeply

rooted technologists, we bring strong leadership skills and

business experience to sponsors. Our goal is to help our partners

identify and remediate areas of risk leading to higher valuations

upon exit. We are fee-sensitive and outcome accountable, deal

sourcing through exit. For more information, visit www.RKON.com.

SourceScrub’s origination intelligence platform was built for

origination professionals by investment professionals. Our

platform streamlines the process of target identification through

on-demand access to thousands of industry conferences, buyers

guides and award publications, as well as the ability to build your

own company lists via keyword, geography and firmographic

details such as size & ownership. By combining our pre-existing

content with the ability for customers to submit new sources/lists

for our research team of 250+ people to process, SourceScrub

has become a core piece to any direct origination process.

RKON

328 S. Jefferson St., Ste. 450

Chicago, IL 60661

312-654-0300

www.rkon.com

Booth #216

SourceScrub

150 Post St., Ste. 580


www.sourcescrub.com

Booth #217

Research Now SSI is the global leader in digital research data for

better insights and business decisions. The company provides

world-class research data solutions that enable better results

for more than 3,500 market research, consulting, media, health

care, and corporate clients. Research Now SSI operates globally

with locations in the Americas, Europe and Asia-Pacific, and is

recognized as the quality, scale and customer satisfaction leader

in the market research industry. For more information, please go

to www.researchnow.com and www.surveysampling.com.

Research Now SSI

5800 Tennyson Pkwy., Ste. 600

Plano, TX 75024

214-782-2800

www.researchnow.com

Booth #122

65


Twin Brook Capital Partners is a finance company focused on

providing cash-flow based financing solutions for the middle-

market private equity community. The award-winning firm was

founded and is managed by a group of highly experienced,

dedicated professionals who have been successful working in the

middle market. Much of the team has worked together throughout

their careers at leading middle-market lending institutions. The

management team has successfully closed over 1,100 transactions

with 200+ different middle-market private equity firms. Twin Brook’s

flexible product suite allows for tailored financing solutions for

leveraged buyouts, recapitalizations, add-on acquisitions, growth

capital and other situations for companies that typically have

EBITDA between $3 million and $50 million, with an emphasis on

companies with $25 million of EBITDA and below.

TriNet provides small and midsize businesses with a full-

service HR solution so they can free themselves from the

complexities of HR and focus on their goals. As their trusted HR

business partner, TriNet assumes many of the responsibilities

of being an employer and helps these companies contain

HR costs, minimize employer-related risks and relieve the

administrative burden of HR. TriNet offers bundled HR products

tailored by industry, and strategic HR services, resulting in a

comprehensive and empowering solution.

Winston & Strawn LLP provides strategic and practical counsel

to private equity funds, portfolio companies, financing sources,

institutional investors, and public and private companies involved

in a broad scope of matters. Our attorneys represent clients in

large to middle-market transactions and understand the dynamics

of handling matters in this space. An international law firm with

full-service offices strategically located around the globe, our

attorneys have a firm grasp on market trends that have a direct

impact on our clients.

Twin Brook Capital Partners

111 S. Wacker Dr., 36th Fl.

Chicago, IL 60606

312-763-5100

www.twincp.com

Booth #114

TriNet

1100 San Leandro Blvd., Ste. 400

San Leandro, CA 94577

510-352-5000

www.trinet.com

Booth #112

Winston & Strawn LLP

35 W. Wacker Dr.

Chicago, IL 60601

312-558-5600

www.winston.com

Remote Office #634

66


Founded in 2006 by Scott Tynes and Bill Klein, Consero Global

disrupts the way businesses build and maintain their finance &

accounting function. Through a cloud-based platform, Consero

delivers the financial clarity and efficiency needed to drive a

business forward. Strategic CFOs are adopting Consero’s cutting-

edge, Finance as a Service model to free up time and understand

how the business is performing. Consero provides the control and

insight needed to steer businesses toward success.

GF Data provides data on private equity-sponsored M&A

transactions with enterprise values of $10 million to $250

million. GF Data gives private equity firms and other users more

reliable external information to use in valuing and assessing M&A

transactions.

GF Data produces four products: (1) a quarterly report containing

high-level valuation, volume and leverage data; (2) a quarterly

supplement providing exhaustive detail on leverage and

capital structure; (3) a semi-annual report providing detail on

indemnification cap, escrow and other key deal terms; and (4)

continuous access, through GF Data’s secure website, to detailed

valuation data organized by NAICS industry code.

Rhythm Systems’ software and white-glove service provides

a competitive advantage to help middle-market companies

execute and hit their growth goals more predictably.

Companies use their systems to help cross-functional teams

integrate acquisitions, open new markets, scale operations and

develop accountable leaders and teams. Clients have achieved

results such as 140% revenue growth three years in a row, 70+

new locations mostly through acquisition, and a successful exit

at 2x the publicly traded valuation. Our implementation is quick

and painless. We put your plan into Rhythm, and your team is

up and running at your next weekly meeting.

Consero Global

1717 West 6th St., #410

Austin, TX 78703

866-588-0495

www.conseroglobal.com

Booth #300

GF Data®

2176 Harts Ln.

Conshohocken, PA 19428

610-616-4607

www.gfdata.com

Booth #301

Rhythm Systems

1900 South Blvd., Ste. 306

Charlotte, NC 28203

704-209-7290

www.rhythmsystems.com

Booth #302

67


Source2 is a Recruitment Process Outsourcing (RPO) firm

that specializes in high-volume recruiting utilizing the latest AI,

big data, machine learning and social recruiting technologies

to streamline talent acquisition. We enable high-growth

companies to outsource the entire process of attracting,

screening, interviewing and delivering highly qualified

candidates to clients for final interviews and hiring, utilizing

your brand throughout the process. By extracting the talent

acquisition process out of HR, our technology-enabled RPO

model delivers consistent and uncompromised recruiting that

is highly flexible, scalable and cost-effective. We also offer

consulting services focused on auditing companies’ existing

recruiting and hiring practices.

Source2

1225 W. Fairbanks Ave., Ste. 400

Winter Park, FL 32789

407-373-0870

www.source2.com/intergrowth

Booth #303

thursday, may 3 @ 4:30 | intergrowth lounge

sample beers from the best local breweries!

68


The Power of Networking. The Power of Friendships.

The FENG is the world’s largest network of senior financial

executives. Our members are primarily chief financial officers,

controllers and VPs of finance, treasury, tax and M&A. Our

organization provides a unique environment for senior financial

professionals to network, share job leads and develop

friendships with peers. The membership of The FENG is largely

middle-market focused, and as such, represents a vast talent

pool available to private equity groups. For more information,

please visit our website or contact our Chairman Matt Bud at

[email protected].

The National Center for the Middle Market is a collaboration

between The Ohio State University’s Fisher College of Business,

SunTrust Banks Inc., Grant Thornton LLP and Cisco Systems.

It exists for a single purpose: to ensure that the vitality and

robustness of middle-market companies are fully realized as

fundamental to our nation’s economic outlook and prosperity.

The center is the leading source of knowledge, leadership and

innovative research on the middle-market economy, providing

critical data analysis, insights, and perspectives for companies,

policymakers and other key stakeholders, to help accelerate

growth, increase competitiveness and create jobs in this sector.

Founded in 2013, the Kayo Conference Series unites a community

of women investors to network and communicate about deal flow,

capital, industry knowledge and career issues. Kayo hosts annual

summits, regional events and leadership retreats in Private Equity,

Credit, Venture Capital, Energy and Real Estate.

The Financial Executives

Networking Group

32 Gray’s Farm Rd.

Weston, CT 06883

203-820-4667

www.TheFENG.org

National Center for

the Middle Market

250 West Woodruff Ave.

Columbus, OH 43210

614-292-7770

www.middlemarketcenter.org

Booth #125

Kayo Conference Series LLC

1010 Edman Dr., Ste. 300

Charlottesville, VA 22903

212-731-0692

www.kayoconferenceseries.com

69


PEI is the specialist information group that focuses only

on alternative asset classes. These have become essential

components of many investors’ allocation strategies globally

and we major in private equity, real estate, private debt and

infrastructure whilst also engaging with emerging new asset

classes, too.

Privcap Media helps alternative investment firms unlock the

value of their people and ideas. Whatever the medium—video,

webinar, print or “live” meeting—Privcap’s team translates your

firm’s expertise into smart, shareable content that will win over

even the toughest prospects. We’ve published and produced

thousands of pieces of content featuring private capital

professionals, and our efficient, cost effective process lets you

stay focused on your core business.

PEI Media Group

130 West 42nd St., Ste. 450

New York, NY 10036

www.thisispei.com

Booth #101

Privcap

261 Madison Ave., 9th Fl.

New York, NY 10016

646-233-4559

www.privcap.com

70


The annual Women’s Alternative Investment Summit will be held

November 8 & 9, 2018 in New York City. More than 400 LPs,

GPs and advisers from across all alternative asset classes—

fund managers, institutional investors and advisers to the

industry—will gather in New York for this timely, indispensable

industry conference. This groundbreaking event features keynote

dialogues, in-depth panel discussions, candid roundtable

conversations and innovative session formats. Dedicated

tracks—focused on private equity, venture capital, hedge

funds, real estate, infrastructure, real assets and debt—deliver

substantive content developed specifically for attendees in

each alternative investment asset class. Join us for a unique

opportunity to build trusted networks that provide access to

raise funds, generate deals, manage the portfolio, realize exits

and advance your firm.

The annual Women’s Private Equity Summit will be held

March 13 - 15, 2019 at The Monarch Beach Resort, Dana

Point, California. The summit has become the must-attend

annual event for senior-level women in private equity and

venture capital. This major industry conference attracts a

powerful group of leaders—500 GPs, LPs and advisers to

the industry—to facilitate networking, fundraising and deal-

making opportunities, and to increase access to hard-to-get

information. Summit program highlights include: informative

keynote sessions and moderated panel discussions from an

international roster of industry leaders; TINA Talks—fast-paced

talks focused on the future of our world; candid breakout

session conversations; and The Private Equity Trailblazer

Award, honoring pioneering women who have paved the way in

the world of private equity. Join us and see why attendees laud

the summit for its high caliber attendees, exceptional quality

content focused on relevant issues facing the PE asset class,

and the participants’ unique level of engagement.

Women’s Alternative

Investment Summit

Falk Marques Group LLC

781-652-0900 www.WomensAlternativeInvestmentSummit.com

Women’s Private

Equity Summit

Falk Marques Group LLC

781-652-0900 www.WomensPrivateEquitySummit.com

I found the

right investor

to grow my

client’s business

through ACG.

S E E T H E

P O W E R T H A T

M E M B E R S H I P

B R I N G S .

J O I N T O D A Y

A T A C G . O R G


T H E P O W E R O F

72

A B O U T A C G

ABOUT ACG

Founded in 1954, the Association for Corporate Growth has

chapters worldwide representing 14,500 members. ACG serves

90,000 investors, owners, executives, lenders and advisers to

growing middle-market companies. ACG’s mission is to drive

middle-market growth. For more information, visit www.acg.org.

A C G C H A P T E R S

Located in nine countries across the globe, find your local

chapter using the Chapter Locator on www.acg.org and

start enjoying your ACG membership today.

ACG 101 Corridor

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ACG Western New York

ACG Wisconsin

SAVE THE DATE

# I N T E R G R O W T H



ASSOCIATION FOR CORPORATE GROWTH

125 S. WACKER DRIVE, SUITE 3100

CHICAGO, ILLINOIS 60606

WWW.ACG.ORG

EUROGROWTH ® 2018 J U N E 1 9 – 2 0 , 2 0 1 8

H I LT O N A M S T E R D A M

A M S T E R D A M , N E T H E R L A N D S

2018 LEADERSHIP WEEK AND MIDDLE-MARKET PUBLIC POLICY SUMMIT S E P T E M B E R 1 2 – 1 4 , 2 0 1 8

W I L L A R D I N T E R C O N T I N E N TA L H O T E L

W A S H I N G T O N , D . C .

INTERGROWTH 2019 M AY 6 – 8 , 2 0 1 9

W A L D O R F A S T O R I A A N D

H I LT O N B O N N E T C R E E K

O R L A N D O , F L O R I D A

Founded in 1954, the Association for Corporate Growth has chapters worldwide representing 14,500 members. ACG serves 90,000 investors, owners, executives, lenders and advisers to growing middle-market companies. ACG’s mission is to drive middle-market growth.

For more information, visit www.acg.org.

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