Program. Got Great Ideas? To Participate, Contact Us.

8.30 am

General Registration, Breakfast Café sponsored by Caddo Lake Capital

9.30 - 10.30 am


GROWTH: M&A Priorities
Re-define growth strategies and best practices for executing transactions.

Sheon Karol, Managing Director, The DAK Group
David J. Willbrand, Chair, Early Stage & Emerging Company Practice, Thompson Hine
Mike Firmage, Managing Director, Horizon Partners
Alan Wovsaniker, Partner, Lowenstein Sandler

10.30 - 11.30 am


PRIVATE EQUITY: Deals Strategists and value creation.
Differentiated deal source, structure, financing in a competitive environment.

Jack Bernstein, Director, Monroe Capital
Scott McDonough, Managing Director & Co-Founder, Alta Growth Capital
Kevin Kingman, Principal and the Director of Consumer Insights, L Catterton
John W. Jones, Partner, Pepper Hamilton, LLP

11.30 - 12.20 pm

Industry Brief

Minimizing M&A Risk
Due Diligence Process, Cybersecurity Issues and Data Privacy In M&A.

John Leffler, Vice President – Global Head of Venue Sales, DFIN
Jennifer Archie, Partner, Latham & Watkins, LLP
Kison Patel, CEO, Day1 Advisory
Richard Harmon, Managing Director, CSG Partners

12.20 - 1.30 pm

Networking Lunch

1.30 - 2.30 pm


Share insights on achieving success in a competitive business and deal community.

Pat Fallon, COO & Managing Director, CSG Partners
Brett Hickey, Founder & CEO, Star Mountain Capital, LLC
Scott Wieler, Chairman, DC Advisory
Greg Bedrosian, Managing Partner & CEO, Drake Star Partners

2.30 - 4.00 pm

Recognition Ceremony and Afternoon Networking Refreshments

Recognizing brilliant and exceptional young dealmakers from the private equity and M&A transactional communities for their notable achievements, dedication, and talents for closing value creating transactions. Recipients must attend ceremony to be honored and accept their “once in a life-time”, ‘rising gold star trophy”.

4.00 pm

Forum Adjourns

6.30 - 10.00 pm

AMERICAS M&A ATLAS AWARDS11th Annual Gala Dinner

World’s most prestigious awards, singularly honors legendary leaders, top dealmakers, outstanding firms and best value-creating deals from the North and Latin Americas, middle market to large market segments.
Nominee-winners must attend the dinner ceremony to accept their prized winner trophy.