NYC Chapter: January Deal Connect Panel
Lowenstein Sandler LLP
1251 Ave of the Americas
New York, New York, 10020
late registration: $250
This event is free for Chicago Private Equity Chapter, Los Angeles Private Equity Chapter, Los Angeles Real Estate Chapter, NYC Private Equity Chapter, National Chapter, and Corporate members.
This event starts on January 30th at 11:00 AM.
Topic: Increasing Investor Competition in the Middle Market
In 2018 the M&A market continued to experience record amounts of dry powder, coupled with high purchase multiples that occur as a result. Investors are rethinking previously successful strategies in efforts to put their money to work. Large funds are moving down market and historically smaller funds are moving up market. The rising presence of independent sponsors and family offices as viable capital providers are also adding another layer of competition for a finite number of deal opportunities. So what happens from here? Who is more likely to win the deal? Our panel of different capital providers will discuss how their strategies have shifted and how they’re positioning themselves to stand out from the rest.
Opus Connect Members: No Charge
- Non- Members (On or before January 25th): $225
- Non-Members (On or after January 26th): $250
By Invitation Only
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Dan is a Partner and serves as a member of the Investment Committee for Comvest’s direct lending strategy. He is responsible for originating, structuring, and managing investments.
Prior to joining Comvest, Dan was a Senior Director with Dymas Capital Management, where he served on the Investment Committee and was instrumental in the formation and growth of the firm from its start-up phase to an established middle-market finance company. He has served as a Managing Director at Square 1 Bank and Kugman Partners, and as an investment banker at Salomon Smith Barney. Prior to getting his MBA, Dan began his career with Arthur Andersen and Heller Financial’s Corporate Finance Group.
Dan received an M.B.A. from the University of Michigan and a B.A. from the University of Notre Dame.
Ajeet sources new investment opportunities in the software, consumer services, and business services sectors. Prior to Alpine, Ajeet was based in LA as a member of the Portfolio Management Team at Guggenheim Partners, monitoring $15B in allocations across 30 total return mandates. He segued from public to private markets joining Crowdfunder.com as a Venture Consultant, spearheading capital raising efforts for entrepreneurs. He graduated Magna Cum Laude from Washington University in St. Louis with a degree in Economics and Finance.
Bob Pan joined Abry in 2007. He has diligenced, supervised, financed and sold numerous companies in Abry’s targeted sectors. Bob’s areas of focus include cybersecurity, marketing services, communications and education. Prior to joining Abry, Bob was a member of the Mergers & Acquisitions group at UBS. Bob is a graduate of Duke University.
Prior to co-founding Milton Street Capital, Francis Carr spent 11 years with The Sterling Group, a Houston-based middle market private equity manager. While at Sterling he participated in 7 platform investments and 7 add-on acquisitions, representing a total enterprise value in excess of $2 billion. He has served on the boards of BTEC Turbines, Stackpole, Liqui-Box, American Bath Group, CST Industries, and DexKo Global. Francis received a B.A. in economics from the University of Virginia and an M.B.A. from Columbia Business School.