Thank you for joining us!
The Private Equity and Mergers & Acquisitions deal-making community came together online on September 24, 2020 for Upstate Capital’s second annual Buffalo PE Summit. We’re inviting PE investors and deal makers to hear the latest from active investors and make connections to facilitate deal flow for PE and M&A professionals.
Agenda
2:00PM
Welcome w/ Bob Wegbreit, GF Data
2:10PM
Conversation with Jeffrey Armbrister, Hamilton Lane
Jeffrey Armbrister
Hamilton Lane
2:30pm
Sourcing and Setting Expectations: initiating acquisition activity and valuing businesses
Nick Morreale
Senior Vice President, Paramax
Jeff Lewis
Partner, The Bonadio Group
Randy Bianchi
Managing Partner, Lakelet Capital
3:00pm
Using business intelligence to build a case for acquisition
Dan Gerena
Principal, Freed Maxick
3:15PM
Getting Acquired
Gregg Lederman
Founder, Brand Integrity
3:30 pm
Negotiating the deal you want
Maria Kast
President, Core Leadership Development
Jill Knittel
President, JK Executive Search
3:45 pm
Conversation with Niagara Thermal Products
Barry Heckman
Niagara Thermal Products
Ari David Kocen
Managing Member, Bluehenge Capital Partners
4:00PM
Capitalizing acquisitions (investor perspectives)
Brian D’Amico
Summer Street
Mike Lasch (Moderator)
Managing Director, Pine Street Capital Partners
4:45PM
Group networking
All day: One-on-one networking open from 8am-6pm, schedule starting 1 week in advance
Sponsorship Packages
Email Noa Simons, Executive Director of Upstate Capital, at noa@upstatecapital.org or call (845) 204-8090 regarding sponsorship and participation.