The Deal Economy Chicago 2019

Sep. 18, 2019
8:30 am - 5:00 pm

About This Event

Deal activity in the middle market continues to be strong, as private equity remains flush with capital, and strategics are dipping lower into the market looking for deals. Valuations are high and the competition is strong…posing challenges for dealmakers.

What types of structural changes are we seeing, and how can dealmakers structure transactions to achieve greater success while reducing the risk?

The Deal Economy conference explores the most effective strategies for deals and transactions, focusing on the opportunities and challenges facing the middle market.

Speakers

Bruce Linton
Former CEO, Canopy Growth, Canopy Rivers and Canopy Health Innovations

Bruce Linton is the former CEO, Canopy Growth, Canopy Rivers and Canopy Health Innovations.

Daniel Barry
Senior Managing Director, Antares Capital
Jacob Babcock
CEO, NuCurrent, Inc.
Siddesh Bale
Partner, Reed Smith
Mel Bartoul
Director, Monomoy Capital Partners
Sach Chitnis
Co-Founder & Managing Partner, Jump Capital
Doug Cruikshank
Head of Fund Financing and Hark Capital, Aberdeen Standard Investments
Dan Galante
Managing Director, BRG
Jelena Guzenko
Director, Mergers & Acquisitions, Siemens
Mark Habner
CEO and Co-Founder, BeckWay Group
Andrea Hedrick
CEO, Stonegate Capital
Stephen Jeschke
Principal, GTCR
Theodore L. Koenig
President & CEO, Monroe Capital LLC
Brian Krob
Partner, Nixon Peabody
Hemant Kumar
Chief Financial Officer, Senior Vice President Finance, SOL - Millennium Medical Group
J. Christopher Lewis
Co-Founder, Managing Director. Riordan, Lewis & Haden Equity Partners
Matthew McCall
Partner, Pritzker Group
Patrick McHugh
Co-Founder and Senior Managing Director, Okapi Partners
Sumit Mehta
Chief Executive Officer, MAZAKALI
Kevin Miller
Partner, McDermott Will & Emery
Dara Mitchell
Senior Vice President, Corporate Development, Kadant Inc.
Tad Nedeau
Director, Lincolnshire Management
Brian O'Reilly
Managing Director, Graycliff Partners
Vipul Patel
Senior Vice President, Aon
Julie Robinson
Senior Vice President, Investments, Ventas, Inc.
Patrick Shea
Partner, Co-Head, Private Equity, McCarthy Tétrault
Suzanne Yoon
Founder and Managing Partner, Kinzie Capital Partners

Agenda

8:30am – 9:00am
Registration and Networking Breakfast
9:00am – 9:05am
Opening Remarks
9:05am – 9:50am
State of the Middle Market

The middle market is as busy as ever, as private equity remains flush with capital and strategics — eager for growth and new business — dip lower into the market for invigorating deals. But with such competition valuations are high in the private markets which can pose challenges for advisers and fund managers alike. What challenges lie ahead for dealmakers and PE professionals in the current environment? Which areas are attracting the most investment and the most competition? Are there tactics that private equity is employing to reduce risk? Is there a top in sight?

Moderator: Patrick Shea, Partner, Co-Head, Private Equity, McCarthy Tétrault

Panelist: Stephen Jeschke, Principal, GTCR

Panelist: Theodore L. Koenig, President & CEO, Monroe Capital LLC

Panelist: Dara Mitchell, Senior Vice President, Corporate Development, Kadant Inc.

9:50am – 10:35am
Middle Market Industries to Watch

Industries such as manufacturing, healthcare and real estate remain hotbeds for private equity dealmaking in the middle market but other industries such as cannabis, insurance, technology, services and logistics are also garnering attention. What industries are most popular for private equity looking to provide capital to grow companies? How has competition in certain industries pushed PE firms to expand their industry expertise, or get more specialized. On the flip side, sellers are being more selective in their sale processes to better target specific groups of buyers. This panel explores the industries garnering the most attention, currently, and what industries are the next frontier of growth?

Moderator: Steve Gelsi, Senior Reporter, The Deal

Panelist: Daniel Barry, Senior Managing Director, Antares Capital

Panelist: Mark Habner, CEO and Co-Founder, BeckWay Group

Panelist: Sumit Mehta, Chief Executive Officer, MAZAKALI

Panelist: Kevin Miller, Partner, McDermott Will & Emery

10:35am – 10:55am
Networking Break
10:55am – 11:45am
Our First Time: Nontraditional Tech Investors

Technology isn’t just for Silicon Valley. As industries such as manufacturing, retail, financial services and more shift to digital platforms, nontraditional buyers have surfaced as lead bidders in a number of technology auctions. Is this a fleeting trend or is the age of non-traditional tech investor here to stay? What legacy industries are making the biggest push into technology and how has that shaped dealmaking? This panel seeks to explore the plethora of buyers seeking technology investments and the challenges that face companies making their first tech acquisition.

Moderator: Chris Nolter, Senior Writer, The Deal

Panelist: Jacob Babcock, CEO, NuCurrent, Inc.

Panelist: Sach Chitnis, Co-Founder & Managing Partner, Jump Capital

Panelist: Matthew McCall, Partner, Pritzker Group

Panelist: Tad Nedeau, Director, Lincolnshire Management

11:45am – 12:15pm
Spotlight Interview with Bruce Linton, Former CEO, Canopy Growth, Canopy Rivers and Canopy Health Innovations

Bruce Linton, founder and former CEO of Canopy Growth, led the company as it received a $4 billion investment from beverage giant Constellation Brands. Linton led the company until early July, when he was fired after the investor expressed dissatisfaction with Canopy’s streak of quarterly losses. This spotlight conversation will feature Linton as he discusses capital raising and expansion; how to obtain value from M&A; how to be creative in working through deals; and he’ll give his thoughts on navigating the capital markets in today’s environment.

Interviewer: Steve Gelsi, Senior Reporter, The Deal

12:15pm – 1:15pm
Networking Luncheon
1:15pm – 2:05pm
Doing Deals Today and Delivering Success for Portfolio Companies

Club deals, direct limited partner investments, co-investing and more are all buzz words in the world of PE that, depending on where you stand, either instill fear or positivity within dealmakers. What structural changes have dealmaking experienced over the years that have affected M&A transactions? What types of structural changes may be around the corner and what can dealmakers do to prepare?

Moderator: Dan Galante, Managing Director, BRG

Panelist: Mel Bartoul, Director, Monomoy Capital Partners

Panelist: Brian Krob, Partner, Nixon Peabody

Panelist: Hemant Kumar, Chief Financial Officer, Senior Vice President Finance, SOL – Millennium Medical Group

Panelist: J. Christopher Lewis, Co-Founder, Managing Director. Riordan, Lewis & Haden Equity Partners

Panelist: Suzanne Yoon, Founder and Managing Partner, Kinzie Capital Partners

2:05pm- 2:55pm
Winning Strategies for Corporate Dealmakers

What trends do corporate dealmakers see in the transactions they’re undertaking? What are the most promising opportunities and the biggest challenges they are seeing, and how do they expect to overcome them? Panelists also discuss the competition in the market between private equity firms and strategic corporate buyers, and how to navigate a competitive landscape for quality targets.

Moderator: Siddesh Bale, Partner, Reed Smith

Panelist: Jelena Guzenko, Director, Mergers & Acquisitions, Siemens

Panelist: Patrick McHugh, Co-Founder and Senior Managing Director, Okapi Partners

Panelist: Vipul Patel, Senior Vice President, Aon

Panelist: Julie Robinson, Senior Vice President, Investments, Ventas, Inc.

2:55pm – 3:45pm
Credit Check: PE Investments in Credit to Grow

Debt and credit investments continue to grow as private equity gets creative, seeking new ways to hit their return numbers. As regulated banks have shied away from many types of business loans to keep their balance sheets pristine, PE firms are expanding and launching credit funds. The middle market, especially, remains a hotbed for debt investing and issuances. The panel seeks to identify the latest trends in credit investing and explore why investors, advisers and LPs are still interested in credit funds? What’s the latest flavor of investing in this arena?

Moderator: Steve Gelsi, Senior Reporter, The Deal

Panelist: Doug Cruikshank, Head of Fund Financing and Hark Capital, Aberdeen Standard Investments

Panelist: Andrea Hedrick, CEO, Stonegate Capital

Panelist: Brian O’Reilly, Managing Director, Graycliff Partners

3:45pm – 3:50pm
Closing Remarks
3:50pm – 4:50pm
Cocktail Reception

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