Fall 2023 Wrap-Up of ACG Events

One of the highlights was the DealMaker Invitational golf outing at the Cascata Golf Club. DealMAX also included a presentation of the first-ever MAX Awards. The Riverside Company received the Private Equity Firm of the Year Award, Houlihan Lokey received the Investment Bank of the Year Award, and PNC Bank received the Lender of the Year Award.

Robert Landis, founding partner, origination, for The Riverside Company, received the ACG Legend Award.

DealMAX will return to the ARIA in Las Vegas on April 29-May 1, 2024.

10th Annual Women of Leadership Summit

On April 19, over 250 middle-market professionals came together for a day filled with inspiring discussions and opportunities to connect with others at the 10th Annual Women of Leadership Summit in New York.

The daylong event was packed with networking opportunities, speaker presentations and panel discussions.

Anne Clarke Wolff, founder and CEO of Independence Point Advisors, delivered the keynote address, setting the tone for the event’s agenda of recognizing and fostering female leadership in the investment industry.

The summit ended with a happy hour, followed by the Women of Leadership Soiree – Culinary Masterclass.

ACG Mid-South Capital Connection

The ACG Mid-South Capital Connection event, hosted by ACG Kentucky and ACG Tennessee, was held June 14-16 at the Omni Louisville Hotel in Louisville, Kentucky.

The conference brought together over 300 private equity investors, mezzanine lenders, investment bankers, service providers and corporate executives from across the country.

The event featured unique networking experiences that showcased the flavor and heritage of Derby City. Attendees were immersed in the rich atmosphere of Louisville, a city known for the “Business of Bourbonism.”

Expert panels offered insights and knowledge on pertinent topics. Industry experts led discussions on trends, challenges and opportunities in the market, providing attendees with valuable perspectives and actionable strategies.

2023 Family Office and Independent Sponsor DealSource

The Ritz-Carlton in Dallas was the center of high-profile dealmaking as it hosted the 2023 Family Office and Independent Sponsor DealSource event in April.

Presented by ACG Dallas/Fort Worth, the gathering— exclusive to family offices and independent sponsors— brought together industry leaders from across North America for a day of one-on-one meetings.

Sponsored by WhiteHorse Capital and law firm Carrington Coleman, the event was designed to foster collaboration and explore investment opportunities through strategic partnerships.

DealFest Northeast

ACG Boston’s DealFest Northeast kicked off on June 22 at the Boston Convention and Exhibition Center. This middle-market M&A event brought together more than 750 capital providers, intermediaries and deal advisors from across the country for a packed day of networking and deal exploration.

Highlights included DealSource—one-on-one meetings between an exclusive group of private equity, investment banking, lending and corporate development professionals—as well as the Women’s Connection Luncheon, Family Office Roundtable and DealFest networking reception, where New England’s top private equity and investment banking firms hosted and served craft beers, cocktails and wine.

The Young Professionals Reception rounded out the day at The Sporting Club in Boston.

ACG Southeast Region DealSchool

Presented by ACG National Capital and ACG Maryland, the ACG Southeast Region DealSchool kicked off on June 15 at the MGM National Harbor in Oxon Hill, Maryland.

The event brought together about 35 middle-market professionals from across the region, offering exclusive opportunities to connect, learn and navigate the intricate components of the deal life cycle.

Attendees engaged in interactive sessions, workshops and discussions, where they delved into key aspects of dealmaking, including valuation, due diligence, financing strategies, negotiations and post-merger integration.

As part of the program, DealSchool offered an evening social outing at Topgolf, where attendees enjoyed friendly competition, networking and dinner.

DealSchool also held chapter activities, allowing for even more professional development.

2023 Transaction Solutions Symposium

ACG LA hosted the second Transaction Solutions Symposium on June 22 at The Maybourne Beverly Hills. The event brought together industry leaders who shed light on the latest trends and strategic aspects impacting mergers and acquisitions and transactional risks.

Topics at the symposium included representations and warranties claims and tax liabilities. Experts at the event discussed their experiences navigating such claims and shared insights to help attendees better understand this aspect of M&A transactions.

The event also covered the field of tech M&A, examining the unique challenges and opportunities that technology-driven deals present. It also featured in-depth discussions on healthcare M&A, delving into the specific nuances of transactions in this sector.

ACG Annual Business Awards

ACG Orange County in May recognized the region’s exceptional middle-market companies at the 28th Annual ACG Awards. The annual event spotlights innovative organizations driving growth and job creation.

This year’s celebration took place at the Hotel Irvine in Irvine, California, and drew about 500 executives and professionals.

Companies that received top honors in this year’s competition included Profit Recovery Partners, in the Corporate Responsibility category; Harvest Landscape Enterprises, in the Emerging Growth category; Boudreau Pipeline Corp., in the Founders category; MP Biomedicals, in the Global category; IHI Power Services Corp., in the Green/Sustainability category; TrafFix Devices, in the Innovation category; Spec Formliners, in the Reinventing category; Zone 4, in the Spotlight category; Global Telecom, in the Start-Up category; and Technologen, in the Sustained Growth category.

M&A West

M&A West, hosted by ACG San Francisco, concluded on a high note after three days of networking, insightful panels and dealmaking activities at the Meritage Resort in Napa Valley.

From May 31-June 2, about 300 dealmakers representing 28 ACG chapters gathered to explore opportunities, connect with industry experts and immerse themselves in the vibrant wine region.

The conference kicked off on May 31 with pre-conference activities, including a golf session exclusively available to a select group of participants at the Silverado Country Club.

On June 1, the morning began with the Vineyard Walk, and the conference concluded on June 2 with a memorable wine-tasting experience featuring the best of Napa Valley.

Upcoming ACG Events

• • SEPTEMBER 20: Capital Connection & Wine Tasting – ACG Kansas City
  • SEPTEMBER 21: NextGen Fall Fete – ACG Los Angeles
  • SEPTEMBER 28: Aerospace & Defense Middle Market Leadership Forum – ACG Los Angeles
  • OCTOBER 2-3: M&A East – ACG Philadelphia
  • OCTOBER 5: ACG PE Forum – ACG Chicago
  • OCTOBER 6: Second Annual Industry Fall Golf Outing – ACG Orlando
  • OCTOBER 13: Young Professionals Volunteer Event: Food for Thought – ACG Denver
  • OCTOBER 16: Golf Outing at River Creek – ACG National Capital
  • OCTOBER 19: Women Connect Pickleball Mixer – ACG South Florida
  • OCTOBER 24: Dealmakers’ Forum – ACG Denver
  • OCTOBER 25-26: Midwest Capital Connection – ACG Chicago
  • NOVEMBER 9: 8th Annual Stars of the 101 Gala – ACG 101 Corridor

For a complete list of upcoming events, visit acg.org/events.

Middle Market Growth is produced by the Association for Corporate Growth. To learn more about the organization and how to become a member, visit www.acg.org.