The Private Equity and M&A deal-making community will come together on September 21 – 22, 2022, for Upstate Capital’s annual Buffalo Private Equity Summit. Investors, deal-makers, and advisors from across New York and surrounding regions speak about the latest activity across New York and beyond.
Who Will Be There?
Investors, deal-makers, advisors, CEOs, business owners, private equity professionals, and people interested in the private equity and M&A industries all attend the Buffalo Private Equity Summit.
Between 100 and 200 people are expected to attend.
Tickets
In-person ticket: $195 Online ticket: $100
Upstate Capital members receive $100 off in-person tickets and free online passes.
Registration + Networking featuring local breweries and distilleries
Lockhouse Distillery
Lockhouse Distillery is the first distillery to operate in Buffalo, N.Y. since prohibition. Nestled in the Historic Cobblestone District we produce six flagship and two seasonal spirits. Our dedication is to producing spirits that are high quality and distinctive both in cocktails and on their own.
Buffalo Distilling Company
In 1883, Buffalo was recognized nation-wide for its innovation. It was during this time that an ambitious businessman named Gustav Fleischmann took control of the E.N. Cook & Co Distillers company and started the Buffalo Distilling Company. Spirits were high and BDC made some of the best, including Golden Grain Whiskey, 4C’s Canadian Style Whiskey, Old Monongahela Whiskey, Old Tom Gin and Maple Gin. Our Bar Room has ephemera sharing the story of our name sakes original roots and an unopened bottle of the original golden grain whiskey, thought to be the only one left in existence.
In 1914 Mr. Fleischman put the company to rest, presumably retiring ahead of prohibition. Buffalo Distilling Company went into a 98 year sleep before being formally re-established 98 years later on a farm distillery in Bennington, NY.
Thin Man Brewery
Founded in 2016, Thin Man Brewery strives to provide the Western New York community with a fun, inclusive, and forward-thinking approach to the craft beer business. Buffalo born and raised, we are proud to service our community with good times, good beer, and good neighbors! BUFFALO FOREVER.
Resurgence Brewing Company
At one point, Buffalo was home to over 30 breweries and, at the time we were opening, several other new breweries had opened or were planned to open. Nothing seemed to capture the momentum and energy of what was happening all around us more than RESURGENCE.
Hermann J. Wiemer Vineyard
Founded in 1979, Hermann J. Wiemer Vineyard is a pioneer of viticulture and winemaking in the Finger Lakes.
The Wiemer estate spans 90-acres of prime vineyard sites on the western slopes of Seneca Lake and the wines are among the most acclaimed in the region. Estate fruit is hand-harvested and hand-sorted, and vineyard qualities are worked in small lots and then blended to create wines of balance and texture. Fermentations rely on indigenous yeasts to ensure each wine embodies the truest expression of site. Our commitment to place draws on the same forward-thinking techniques and respect for the past that has fueled our mission since Hermann’s first block of Riesling was planted over forty years ago.
3:30 PM
Panel: Executing Growth: From Privately-held to Private Equity-backed
Yvette Pagano is the Chief Commercial Officer of GenTech Scientific LLC and Conquer Scientific LLC. She is also an accredited investor in cannabis and psychedelics. GenTech Scientific and Conquer Scientific are industry leaders in refurbished analytical lab equipment space serving research and testing labs worldwide. Both companies are owned by Lakelet Capital, and Yvette was recruited to oversee all sales and marketing efforts with a focus on the cannabis, hemp, and psychedelic accredited third-party laboratories.
Prior to joining GenTech Scientific, Yvette was CEO/President of CAR Engineering and Manufacturing, a contract manufacturer in Rochester, NY. She served on numerous technology, manufacturing, and business incubator boards and lobbied elected officials on manufacturing issues. After successfully selling her precision machining business, she transitioned to cannabis. First by serving on the Global Advisory Board of an alternative wellness company and then by participating in the space as an Angel Investor. Yvette holds her BS in Marketing and International Business from Penn State University and an MBA from Pepperdine University. She resides in Rochester, NY with her husband and two daughters.
Randy Bianchi is Managing Director of Lakelet Capital. He has over 25 years of entrepreneurial and management experience as well as 10 years of experience as Business Development Partner at Summer Street Capital Partners.
Preparing for a Private Equity Transaction: Milestones and Landmines for Owners and Executives
Kristina Segesvary
Vice President, Goldman Sachs
Kristina is a Vice President within the Goldman Sachs Family Office Wealth Strategy team in Private Wealth Management. She provides tax and financial planning services to clients, with a focus on pre-transaction planning, income tax planning, and gift and estate tax planning. Prior to joining Goldman Sachs, Kristina was a Director in the Personal Financial Services group of PricewaterhouseCoopers LLP. During her 17 years in the Big 4 public accounting industry, she worked with high-net worth families, both in U.S. and cross-border tax consulting and compliance matters. Kristina has a Bachelor of Arts in Business Economics with an emphasis in Accounting from University of California at Santa Barbara.
Nick primarily focuses on buyside and sellside tax consulting services for transactions involving private equity and strategic buyers.
He advises clients on transactional tax issues involving corporate and flow-through structuring and recapitalization, state and international taxation, tax attribute utilization, and accounting for income taxes. In connection with tax due diligence services, a significant portion of his work focuses on tax structuring and modeling and the quantification of after-tax cash flows generated by various acquisition and disposition structures, both domestic and international.
Christian J. Henrich is a Partner in the Business and Finance Department and is also a member of the firm’s Management Committee which is responsible for general oversight and management of the firm. He advises clients, ranging from start-ups to Fortune 100 companies, in connection with mergers, acquisitions and divestitures; private equity and debt financings; and Delaware corporate law. In addition to his representation of institutional venture capital funds, he is one of a handful of attorneys in the country that represent search funds.
Christian obtained his B.A. from Dartmouth College, magna cum laude, Phi Beta Kappa, a J.D. from the University of Pennsylvania, cum laude, and an MBA from the University of Pennsylvania’s Wharton School where he was honored as a Palmer Scholar. Mr. Henrich is also a retired Infantry Captain having served on active duty for five years – two of which were in the Army’s elite 75th Ranger Regiment.
Sam is a Principal at Union Hill Advisors and an Advisor at Hamilton Lane, where he represents and advises their NYS direct investment platform. He is also Managing Director for Fort Ghent Brokerage where he raises capital globally and and introduces high quality investment opportunities to investors. Prior, he was Executive Director at Upstate Capital. Sam earned a BA from Bucknell University in 1983 and his MBA from the Simon Business School at University of Rochester.
Following a 15-year career with the New York Rangers where he was a three-time NHL All-Star and Stanley Cup Champion, Mike received his degree in Ethics, Politics and Economics with a concentration in Environmental Politics from Yale University. Mike went on to co-found Environmental Capital Partners, a $100 million Private Equity Fund focused on resource efficiency, in 2007. He also created Healthy Planet Partners, LLC in 2011, which is a fund to finance and manage the deployment of renewable energy technologies and energy saving retrofits in the C&I space to reduce their operating costs and ecological footprint. Mike joined Brightcore Energy as President in 2016.
He has become a key spokesperson for environmental issues, such as resource efficiency and climate change. He speaks frequently about environmental regulations and public policy before many audiences, including The Senate Special Committee on the Climate Crises. Throughout the past decade, Michael served on boards of the Sierra Club Foundation, The Nature Conservancy and Riverkeepers.
Michael brings a longtime passion for the environment to his leadership roles. His role at Brightcore Energy affords him the opportunity to work with entities interested in reducing their carbon footprint while using the capital markets to both affect such change and realize financial returns.
David is Managing Director at Hamilton Lane Advisors where he manages, develops and oversees direct equity and credit investment activities including regional, state and small business focused investment programs as well as impact investment initiatives. He focused on investing in opportunities which deploy innovation and disruptive technologies to drive better outcomes and solve today’s challenges in environmental and social areas. Prior to Hamilton Lane, he was an Associate at Morgan Stanley. David has also served as a US Naval Officer in US Navy. He earned his BA in Political Science from Swarthmore College and his MBA From the Fuqua School of Business at Duke University.
The Lexus Club, KeyBank Center One Seymour H. Knox III Plaza, Buffalo, NY 14203
7:30AM
Breakfast & Networking
8:00AM
Economic & Investment Outlook
Brian Pietrangelo
Managing Director of Investment Strategy, KeyBank
Brian Pietrangelo, MBA, CIMA®, AIF®, is Senior Vice President, Managing Director of Investment Strategy at Key Private Bank. He leads the effort responsible for enhancing the communication and effectiveness of investment strategies, guidance and solutions tailored to our clients’ unique needs. He works directly with our Chief Investment Officer to support sound investment strategies for private and institutional clients and the delivery of solid risk-adjusted investment performance. Brian is a member of Key Private Bank’s Investment Strategy and Oversight Committee, Asset Allocation committee and Portfolio Strategy Committee. He has more than 25 years of experience in areas of leadership, investment strategy, investment research/manager due diligence, client relationship management, asset management and product development. Brian joined Key Private Bank in 2021 and his prior tenure included serving clients and the business for Charles Schwab, Merrill Lynch and Willis Towers Watson. Brian earned his bachelor’s degree in Finance from Miami University (Ohio) and his MBA from the University of Dayton. He also attended the University of Chicago Booth School of Business Executive Education program and holds both Accredited Investment Fiduciary (AIF®) and Certified Investment Management Analyst (CIMA®) designations as well as previously having the FINRA Series 7 license.
Since 2019, Upstate Capital has hosted the Buffalo Private Equity Summit joining the private equity and M&A deal-making community together. Hear the latest data and activity from the private equity sector, while making connections to help facilitate deal flow for PE and M&A professionals across New York.
