Upstate Capital Annual Event

Rochester Midland: Decisions for Growth

WHEN: May 14, 2024 | 5:00 PM – 8:00 PM

WHERE: The Country Club of Rochester 2935 East Avenue, Rochester, NY 14610

Speakers

Brad Calkins

Executive Chairman at Rochester Midland Corporation

Kathy Lindahl

CEO at Rochester Midland Corporation

John Casey

Vice President at J.P. Morgan

Rob White

Managing Director at KPMG Corporate Finance

Christopher Rodi

Partner at Woods Oviatt Gilman

Brad Calkins and Kathy Lindahl, 4th generation co-CEOs of Rochester Midland, will talk about finding alignment and executing a strategy for Rochester Midland’s growth. They will address:

  • Managing cap table complexity resulting from 4 generations & 135 years of operations
  • Pre-transaction planning, addressing aging ownership, and succession planning
  • Navigating industry and capital market changes, which prompted the decision to partner with private equity to grow
  • Establishing Rochester Midland as a platform company for growth by acquisition of other companies

Who Will Be There?

Business owners: local/regional people who own $10M+ revenue businesses and are thinking about strategic growth, succession, or ownership transitions. 

Upstate Capital members: PE + M&A deal-making professionals and investors


Are you an Upstate Capital member? Click log in to receive your membership discount for your event pass.

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Registration

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Agenda

3:00 PM

Invitation-only roundtable for business owners with Brad and Kathy

5:00 PM

Cocktail Reception + Networking

6:00 PM

Brad Calkins and Kathy Lindahl, 4th generation co-CEOs of Rochester Midland, will talk about setting goals, finding alignment, and executing a strategy for Rochester Midland’s growth.

7:00 PM

Cocktail Reception + Networking



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