This year's annual Private Equity CEO Exit Panel is in partnership with ACG, the M&A Outlook Conference 2020. Join us by registering here.
Join us for our annual M&A Outlook Conference - fully virtual this year! You’ll hear from CEOs who successfully exited their businesses amidst the pandemic, as they share their experiences and lessons learned. And back by popular demand, to follow up on his predictions made to our members in late April 2020, Jeff Mortimer will be back to share his perspective and forecasts for what’s ahead in 2021.
The M&A Outlook Conference will be hosted on the Remo platform, giving you opportunity to network in a virtual ballroom environment, and allowing for more natural and flexible connections with your fellow deal professionals from across the country.
One of the chief challenges to 2020 is finding ways to supplement our usual partner engagements. In private equity, many of our key connections come from the conversations that happen when we aren't specifically working on business. The social activities that surround our typical event calendars are missed—not just for levity but for our interpersonal relationships.
It didn't take us long to pivot to virtual events, and we hit a great stride with our virtual wine tasting series beginning this summer and continuing today. So much so in fact, that we've been teaming with private equity firms and advisors to bring groups together again in ways, albeit virtually, where we can once again enjoy the social activities and connections we've missed for so long.
On November 12th, we enjoyed our BSG-Falcon “France vs. US” wine discovery event. Many thanks to our wine expert, and former BSG co-founder, Ralph Protsik for the wine selection and education, as well as to Falcon's Michel Bayard & Kevin Greener co-conspirators.
To help everyone connect, we sent out a list of participant bios ahead of the evening. We encourage our attendees to continue to connect with those whom they'd like to carry on a discussion.
For anyone interested in our wine selection for the evening, we've included those here. Interested in teaming up with us or attending one of our events? Email Julie Hart for more information - Julie@BSGTV.com
The next in our BSG Virtual Cooking Series, this session will focus on Apps.
An invite-only virtual wine tasting co-sponsored with Joe Volman (Burns Levinson).
BSG and K&L Gates are teaming up to host a one-of-a kind “Virtual Wine Tasting” presented by our friend Anthony Giglio, Wine Director for the American Express Centurion Global Lounge Network and Contributing Wine Editor at FOOD & WINE.
This event is by invite only and we would be delighted if you are able to join us.
Anthony will takes us on an "Around California in 4 Glasses journey" and introduce us to 4 delicious whites and reds (that will ship directly to you), which we will taste throughout the evening. Details follows:
Tuesday August 4
5:00 pm ET
Your living room/bar/kitchen
Zoom invite will be forwarded to you
Kindly request an invitation by emailing email@example.com.
The annual ACG Intergrowth conference is a “must attend” for BSG Principals every year. As is the case still sweeping the world, this year’s late spring event was cancelled due to COVID-19. The Association for Corporate Growth (www.acg.org) quickly pivoted and introduced the ACG Member Summit, a virtual 3-day event, held during the week of June 23rd. This event leveraged innovative new technology which allowed for presentations, one-on-one meetings, as well as networking. Overall, given the first time effort and the venture into the unknown, sincere kudos all around to the ACG organizers for pulling off a great event… from the comfort, convenience, and safety of our own living rooms, studies, dens, and home offices.Read More Here
An exclusive gathering of key visionaries in the middle market PE space, bringing together talent partners to share and learn from each other. The first of many to come, BSG sister company Talent Sequencing brings this 2-hour roundtable with 3 sessions and a lightning round "Ask Your Peers" session.
Hosted by Talent Sequencing, an assessment & talent optimization services firm for middle market private equity.
We are excited to invite our valued clients, fellow private funds industry leaders and friends of BSG to an evening of cocktails and conversation during ACG New York’s “Middle Market Week.”
Clark Waterfall and Lori Gleeman
By invite only - RSVP required:
Join us for a celebration of dealmaking, bringing together the middle market private equity community on the cusp of the ACG DealFest Northeast 2019 conference.
On Thursday, May 9, 2019, BSG will host our 6th annual Spring Private Equity/Middle Market CEO Exits dinner and social event, featuring a panel discussion on “Private Equity backed, Middle Market Exits—Stories Shared, Lessons Learned”. This event brings together 3 or more CEOs who have exited their businesses in the past ~12-18 months to share their stories with a small group of other PE/Middle Market CEOs, CFOs, and PE investors. to know what the economic weather forecast is going to look like in order to plan your business, and work your plan. Event Date: May 9, 2019
BSG joined over 200 operators, PE investors and investment bankers from around the country for the SaaS & Tech Enabled Services Conference in Philadelphia.
BSG and the broader ACG community enjoyed this highly targeted industry event featuring 1:1 meetings, carefully curated content and focused networking.
Why Did We Attend?
We are thrilled to have you join us.
Investors vs. Operators Charity Tennis Tournament
Doubles Round Robin on Grass Courts
$195 includes court fee, cocktails, dinner, and networking!
Fri, September 14, 2018
1:00 PM – 7:00 PM EDT
Longwood Cricket Club
564 Hammond Street
Chestnut Hill, MA 02467
One of our favorite industry events, BSG returns to ACG Boston DealFest 2018 this year. Learn more.
DealFest Northeast is the largest and most significant M&A event in the northeast, bringing together more than 600 key deal professionals from across the country – capital providers, intermediaries, corporates and strategics – for two days of efficient and dynamic networking.
It’s the most effective way to connect with New England’s top private equity and investment banking firms and middle-market M&A professionals to discover new partners, identify untapped sources of deal flow, and sample the region’s best craft beers amidst a lively brewery style atmosphere!
From the Capital Roundtable Event Overview:
Here Are Three Key Reasons Why You Should Join Us
JOIN BSG AT THIS YEAR'S ACG INTERGROWTH CONFERENCE IN SAN DIEGO.
FROM INTERGROWTH: InterGrowth is the most efficient and productive conference of 2018! For three days in sunny San Diego, attend networking events with top M&A deal-makers, participate in access to capital opportunities through ACG Capital Connection, and hear from renowned industry experts who can help grow your bottom line and shed light on the latest financial trends.
Each spring of each year, BSG recruits and assembles a panel of private equity-backed CEOs who have successfully exited their businesses in the prior 12-18 months to share their lessons learned at a private dinner held for private equity-backed CEOs, and their PE investors at the Dane Estate in Chestnut Hill, Massachusetts. By Invitation Only.
This year's panel includes 4 prominent CEOs who have led successful exits for private equity-backed, middle market companies. Meet them here:
Stephen DeFalco, former CEO of Crane Currency, acquired by Crane & Co, Dec. 2017
Stephen DeFalco leads global, technology businesses. He drove a successful $800M exit at Crane Currency a private equity backed/family owned global technology company focused on supporting the security of currency programs at central banks globally. He is also Chairman at Senseonics, a NYSE listed diabetes care company with a novel implantable continuous glucose monitor. Previously he was CEO of MDS a $1.2B revenue life sciences company with 5000 employees in 29 countries. Prior to that he held leadership positions at US Genomics, PerkinElmer, United Technologies, McKinsey & Company, and IBM.
“Crane Co. of Stamford, Conn., a diversified manufacturer of highly engineered industrial products, announced today that it had signed an agreement to purchase Crane Currency for $800 million from the private equity firm Lindsay Goldberg of New York City, and the Crane family, who own the company jointly.”
Peter McClennen, CEO of Best Doctors, acquired by Teladoc in July 2017
With more than 25 years of healthcare leadership experience, Mr. McClennen has a proven track record of building and managing successful, high-performing organizations focused on growth. In his role as chief executive officer of Best Doctors, he oversaw the global expansion of the company’s product portfolio and eventual acquisition by Teladoc. As president of dbMotion, an innovative provider of medical informatics, Mr. McClennen was integral in building a successful business from its inception. He has also held senior leadership operations positions at noted healthcare leaders Allscripts Health Solutions, GE Healthcare, Fujifilm Medical Systems, and AMICAS Inc.
“In its largest acquisition to date and one of the top digital health deals of the year, Teladoc has acquired second opinion service Best Doctors in a $440 million deal, including $375 million cash and $65 million in equity. Revenue for Best Doctors added up to $92 million last year and is projected to be $100 million this year”
Chris Allen, CEO of iDevices, Investor, Enhanced Capital Partners – undisclosed amount
Chris Allen is President of iDevices and a proud member of the Hubbell family of companies. Prior to iDevices, Chris comes from an investment background having worked for over 15 years for A.G. Edwards & Sons (now Wells Fargo Investments), Prudential Financial and Allstate. When it comes to technology, Chris believes that, “Technology should be invisible to the user and any devices should merely exist to enhance the users daily life.”
“iDevices®, the preeminent brand in the connected home industry, announced today that they have been acquired by Hubbell Incorporated of Shelton, Connecticut. iDevices will join Hubbell’s large portfolio of brands that manufacture and sell electrical and electronic products for residential, commercial, industrial, and utility applications.”
Tom Beecher, former CEO of Cartera Commerce, Investor Comvest Partners– undisclosed amount
Tom is an experienced growth company CEO. He also serves on the Board of Advisors for Ellevation Education, a successful startup serving English Language Learners. Investors include Emerson Collective and Zuckerberg Education Ventures. Previously, he was a member of the Board of Directors at BzzAgent, a successful word-of-mouth marketing company, from 2007 until its 2011 sale to Tesco. Investors included Flybridge and General Catalyst.
“Ebates the pioneer and leader in online cash back shopping and subsidiary of the global Internet services company Rakuten, today announced the acquisition of Cartera Commerce, a leading provider of loyalty marketing solutions and rewards programs that increase revenue and customer loyalty.”
Our report from last year’s “Lessons Learned” event can be previewed here if you’d like to get a flavor for the event and related content.
For invitation inquiries, email firstname.lastname@example.org
BSG joined the first stop of the ACG industry tour as it descended on Philadelphia for SaaS & Tech Enabled Services.
Held at the Union League in Philadelphia on April 5, 2018, BSG served as a Supporting Sponsor alongside CBIZ, DealCloud, Hamilton Robinson Capital Partners, and PACT.
BSG participated in the annual flagship event in Boston. Get to know more about the event straight from the PartnersConnect website:
Our flagship event returns to the Hyatt Regency in Boston on March 19, 20 and 21. The event features Buyouts East, VCJ East, and the Private Real Estate Summit East. This year we’ll also be tackling content on Emerging Managers, Family Offices and Co-Investments. As part of the PartnerConnect experience, you will meet more than 150 speakers, 200 LPs and 300+ fund managers, bankers and lenders.
New this year: PartnerConnect East will host a Fundraising Bootcamp for GPs, as well as Hosted Roundtables — including LP-Only Sessions, and Roundtables on Diversity and Women’s Issues in the alternatives industry. As usual, our events are curated by the editors of PEHUB, Buyouts and VCJ.
Our one-on-one meetings program, ExecConnect, is now in its 8th year. Through ExecConnect at PartnerConnect East, we will host 450+ meetings between LPs and GPs, in an efficient and convenient private setting. Since inception, we've organized over 9,000 LP-GP meetings, through which billions of equity capital have been committed by LPs to fund managers.
If you're one of the 4,000+ attendees who've joined us the past several years, we look forward to seeing you again. If you haven't attended yet, we hope to see you in March for this one-of-a-kind PartnerConnect experience.
What’s in your calendar this December 18-20, 2017? Edtech founders, investors, and policymakers are gathering for the third annual global innovation education festival and you’re invited!
NY EDTECH WEEK is on a mission to strengthen the army of edtech entrepreneurs solving the world’s biggest education problems. Through a partnership with BSG we’re offering a $299 Innovator Full Access Passes (normally $995).
Redeem this discount using the code EDTECHINNOVATE to reveal the hidden Innovator’s Full Access ticket or use this link to automatically apply the code at purchase.
These tickets are limited so claim your Innovator Full Access Pass today!
Get a preview of NY EDTECH WEEK 2017 with highlights from last year.
Find BSG principals at 2017 Dealfest Northeast, the leading event for PE and IB firms.