BSG Events


1st Pickleball Tourney - ACG DealMax

May 2023


BSG invites fellow private equity investors and i-bankers for casual networking outdoors on 10 pickleball courts located right on the Vegas strip in round-robin format while at ACG DealMAX in Las Vegas this May.

This is an excellent opportunity for middle-market PE and i-bankers to network socially over a game of pickleball. If you're interested, please don't hesitate to reach out and we'll provide further information.

Show off your pickle mojo, or easily pick up the game-crazing sweeping the US and build new relationships across the net. And then hit the pool or bar for more…. Join us Monday, May 8th at The Plaza Hotel in Las Vegas from 9am to 12pm and check out this great pickleball locale!


For an invite, please email Julie Hart at



Sept 2022


UPDATE: Tennis Tourney rescheduled to October 14th due to forecasted weather! 

BSG is excited to announce that we are celebrating the 15th year of our charity tennis tournament for Tenacity.

Who is Invited?

You can participate as a PE team player if you are a PE investor with a dedicated fund.  If you’re nominating a portfolio company operating executive, they can go on the operating team ($195/head). If you’re an advisor of any kind, you can underwrite the event and have 2 players of your choice ($2,500 for sponsorship).

Don't play tennis?

You could come and hobnob on the porch and swill fine craft cocktails while others prance around in whites trying to relive “the good old days” only upheld by Wimbledon in 2022.

It’s a lovely afternoon on the veranda overlooking the grass courts in Boston. AND in support of Boston’s urban at-risk youth. With a crowd of primarily private equity, VC, and investor-backed company owners/leaders vying for the bragging rights.

Here is a quick video to give you a flavor/taste from last year’s.

15th Annual Investors vs. Operators Tennis Tournament
Doubles Round Robin
Location:  Chestnut Hill, MA
Date:  Friday, September 23, 2022
Time:  1:00-7:00pm
Cost:  $195 includes court fee, cocktails, appetizers and networking!
Social Ticket:  $100 includes cocktails, appetizers and networking!


All proceeds benefit


Contact Julie Hart at or Diane Amador at
for more details and to request an invitation.

Barcelona in Boston

Pre-ACG DealFest Cocktail Party at Barcelona

June 2022

Screen Shot 2022-06-14 at 8.48.09 AM

Don't miss out on your cheers! 
Join us for a celebration of deal-making as we bring together the private equity community prior to the ACG DealFest conference. Along with Burns & Levinson we’re pleased to host a Cocktail Reception at Barcelona, featuring curated wines, sangria, cocktails and tapas from 4:30-6:00 pm. Mingling there? PE investors, operating partners, and PE-backed CEOs. Great opportunity to rekindle old relationships and forge some new ones.

Tuesday, June 7, 2022
4:30pm - 6:00pm

525 Tremont St
Boston, MA 02116

Hosted by:
Clark Waterfall, BSG Team Ventures
Josef Volman, Burns & Levinson LLP
Frank Segall, Burns & Levinson LLP
Please RSVP by Friday, June 3rd to Julianne Cooper at
Warm regards and hope to see you there!


Midwest Heavy Hitters

BSG Joins Northstar Midwest Heavy Hitters

May 2022


BSG Joins Core Middle Market Heavy Hitters
From the Northstar Site: This core middle market-focused event is exclusively for Private Equity and Investment Banking Firms representing and acquiring companies with EBITDA of $30M-$100M. These events are held at Soldier Field Stadium in Chicago with industry focuses such as Business Services, Healthcare, Food & Beverage, Energy, and Industrials.

We pride ourselves in creating events that not only optimize your firm's time and productivity but also are the most economical for your bottom line. Northstar offers an exclusive environment where you not only meet with firms that are relevant to your industry, but that will foster valuable deal flow for your firm.





October 2021


Investors vs Operators Davis Cup Challenge

The first glimpses of spring and hints of promising news on the pandemic horizon have our events team feeling pretty positive these days. So much so that we're actively looking forward into the fall of 2021 to plan our annual Investors vs. Operators Tennis Tournament. Since we've still got a little ways to go to get to this stage of post-pandemic life, we're satisfying our urge to get out on the courts by revisiting tournaments past. Whether you've been a long-time participant or may join us for the first time this year, we invite you to get to know more about our annual tournament, the people involved and the charitable purpose behind it all.

All proceeds benefit


Contact Julie Hart at or Diane Amador at
for more details and to request an invitation.


ACG DealFest Pre-Conference Cocktail Party

September 2021


Join us for a celebration of deal making as we bring together the private equity community prior to the ACG DealFest conference taking place at the Lawn on D. Along with Burns & Levinson and Grant Thornton we’re pleased to host a Rooftop Cocktail Reception at Yotel in the Seaport District, featuring curated wines, cocktails, and apps from 4:30-6:00pm. Mingling there? PE investors, operating partners and PE backed CEOs. Great opportunity to rekindle old relationships and forge some new ones.

Tuesday, September 21, 2021
4:30pm - 6:00pm

65 Seaport Blvd.
Boston, MA 02210

Hosted by:
Clark Waterfall, BSG Team Ventures
Josef Volman, Burns & Levinson LLP
Mike McPeak, Grant Thornton LLP



April 2021

The buds may just be breaking at the vineyards but we are ready to celebrate the beginning of spring and the return of life. To welcome in the vernal equinox and shake off the winter, we’re hosting a wine tasting.


In partnership with Mike McPeak of GrantThornton, guests will meet via Zoom on Thursday, April 8th for a fun and informative “Virtual Wine Tasting”! This event is by invite only. Guests will be introduced to delicious wines (that will ship directly to them), which we will taste throughout the evening. Wine orders need be placed by March 19, 2021 to ensure timely shipment so timely RSVPs are imperative. 

To request more information on this or future wine tasting events, please email Julie Hart,


Private Equity CEO Exit Panel in Partnership with ACG

December 2020


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.


BSG-Falcon Virtual Private Equity Wine Tasting

November 2020


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 -

Private Equity Virtual Tasting Event: Wine Selections

"American" Sonoma Coast Chardonnay
Jordan Chardonnay 2018
A vintage defined by its crispness, vibrancy and freshness. Pretty aromas of honeysuckle, lemon blossom and Fuji apple spring from the glass. The palate boasts bright, lively layers of citrus with a hint of oak and creaminess from careful barrel aging and bâtonnage. Flavors of kumquat, lemon and Fuji apple linger in the juicy, mouthwatering finish. Enjoy now or cellar through 2023.
"French" White Burgundy
Samuel Billaud Chablis Montmains Premier Cru 2018
Samuel Billaud left his post as winemaker at Billaud-Simon to establish his own domaine in 2009, and now works with ten acres of vines. He ferments this wine with ambient yeasts in a combination of stainless-steel tanks and large, neutral oak casks, presenting a cool, gentle Chablis with gingery concentration of green pear and white nectarine flavors. It’s bright and firmly focused, a quiet waterfall of fruit richness lasting in the end.
Henri Costal Chablis Premier Cru Vaillons 2016
Domaine Costal is a unique collaboration between the well-known Chablis producer Domaine Jean Collet and Kermit Lynch. The project began with a simple barrel tasting with Kermit and led to the first of now two cuvées, a custom label, and custom vinification and bottling process exclusively for the American market. The vines are worked organically and Kermit and the Collet family together agree on a blend of stainless steel,
foudre, and barrel vinifications. The skill of the Collets and their excellentterroirs combine to give us wines of extraordinary purity and finesse. There is no mistaking it—one taste and you are in Chablis territory: zesty minerality, wet stone, freshness and nervosity.
Jean-Claude Bessin Chablis Fourchaume Premier Cru 2018
Fourchaume is lively and charming with crisp stone fruit and a creamy texture. Subtle but not invisible wood frames a similar array of aromas. Once again there is very good richness to the even more powerful and slightly denser flavors that reflect plenty of citrus influence on the clean, dry and slightly firmer finish.
Billaud-Simon Chablis 2017
Beautiful yellow color with pale green reflections. The nose is alluring with a distinctive Chablis style of vine peaches, banana, citrus and a touch of brioche. The palate is well-balanced between richness, freshness and elegance. The rich and supple texture lingers on the end palate. Intense ripe fruits blend with vanilla, mineral and vegetal notes and complement the wine’s soft structure.
"American" Oregon Pinot Noir
Cristom Mt. Jefferson Cuvee Pinot Noir 2018
Mt. Jefferson Cuvee is Cristom's flagship Pinot Noir. The longer "hang-time" for the fruit in 2018 created brighter, blue-fruited wines. Showing surprising complexity and firm structure in its youth, this wine will age well for years to come.
"French" Red Burgundy
Joseph Drouhin Cote de Beaune 2017
A true delight and a great harmony! A beautiful purple color. On the nose, delicate and fruity aromas such as strawberry and red currant. On the palate, the tannins are refined and lend a nice roundness to the body. Elegant aftertaste.
Domaine Camus-Bruchon Savigny-Les-Beaune Narbantons Premier Cru 2017
The 2017 Savigny-lès-Beaune 1er Cru Les Narbantons will be one of the longer-lived wines in this year's portfolio. Aromas of dark cherry fruit, cassis, baking chocolate and spices preface a medium to full-bodied, concentrated wine with chewy structure and a deep, dense core. This has good potential but will demand a little patience.
Domaine Bachelet-Monnot Maranges La Fussiere Premier Cru Rouge 2017
At eleven acres, these vines constitute the largest holding of the domain. And the vines are mature, with an average age of 55 years. The site is up-slope and the wine is heavily influenced by the calcareous soils. Deep, dark, direct and mineral, this wine is a terrific buy for premier cru Burgundy.

PE Virtual Wine Tasting Series

October 2020


Upcoming: Virtual PE Wine Tasting


Zoom Cooking Class

BSG Cooking Series - Apps

October 2020


The next in our BSG Virtual Cooking Series, this session will focus on Apps. 



PE Virtual Wine Tasting

September 2020


An invite-only virtual wine tasting co-sponsored with Joe Volman (Burns Levinson).

Virtual Wine Tasting

Virtual Wine Tasting Event

August 2020

AdobeStock_168497381BSG 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


Casual Attire

Kindly request an invitation by emailing


ACG Member Summit

June 2020

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 ( 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
virtual roundtable

Talent Partners in Private Equity | Virtual Roundtable hosted by Talent Sequencing

June 2020


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.


Top Practices in Virtual Hiring | Webinar

May 2020

Virtual Leadership Real or Oxymoron? | Webinar

April 2020




ACG Boston C-Series Breakfast: The Impact of Human Capital on Deal Value

March 2020
Join your fellow middle-market deal professionals from across New England for March's C-Series Breakfast, our bi-monthly morning event where the region's middle-market M&A community comes together to network and hear high caliber industry experts share their outlook, opinions, successes and failures in M&A.March's C-Series Breakfast will feature a panel discussion on the impact of human capital on deal value, featuring speakers:Dr. Dan Squires - Partner, BSGClark Waterfall - Co-Founder & Managing Director, BSG (Moderator)Lane W. Wiggers - Managing Director, Operating Partner Program, Argosy Private EquityThe panel will discuss two case studies: a family-owned business platform acquisition, and a tuck-in/add-on acquisition, demonstrating the difference in process and impact of leadership team assessments during pre-deal diligence and post-deal integration.Key takeaways will include:The value of assessing a leadership team during pre-deal diligenceHow to get stakeholders/management teams on board with the processHow to respond and navigate negative findingsHow to facilitate change and maximize value based on assessment results...and more!

7th Annual Economic Forecast with Dr. Allen Sinai

November 2019

BSG Reception - ACG Middle Market Week

November 2019

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.”

If you’re attending ACG Middle Market Week, we’d love to have you as our guest.  Join us for a celebration of dealmaking, bringing together the middle market private equity community.

Hosted by:

Clark Waterfall and Lori Gleeman

Tuesday, November 12, 2019
6:00-8:00 PM

45 W 45th Street (between 5th & 6th Avenue)
New York, NY 10036
Tel: 212-302-4545 

Invite Only - Private Equity Circle ACG DealFest - Cocktails & Tapas at Barcelona

June 2019



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.

Hosted by:
Clark Waterfall, BSG
Lew Weinstein, BSG  
Josef Volman, Burns & Levinson LLP   
Frank Segall, Burns & Levinson LLP

Wednesday, June 12, 2018
4:30 pm - 6:30 pm
525 Tremont Street
Boston, MA
Tel: 617.266.2600     

Please RSVP by Friday, June 8th to Julianne Cooper at 


6th Annual Spring Private Equity / Middle Market CEO Exits

May 2019



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

By Invitation Only.



May 2019


BSG joined Hunt Scanlon as they hosted private equity leaders, chief talent officers and executive recruiters at the Harvard Club in New York on May 1, 2019 to explore the link between talent and value. We examine why success in the PE community – long synonymous with value creation – is now tied inextricably to talent -focusing on private equity firms in a bidding war for top talent – and how those moving decisively for the right leadership are winning.



April 2019


BSG Managing Director Clark Waterfall and Partner Lew Weinstein attended Capital Roundtable Master Class "Best Practices for Creating Value In PE Portfolio Companies" on April 4, 2019 in New York City. With a full day of insights from 20 expert speakers, BSG presents the highlights and takeaways gleaned from attending the sessions.


Business realities post-purchase of middle market private equity backed businesses:

  1. Post acquisition, it’s all about transformation across a finite hold period. And this is often a new concept for founder-built businesses with new private equity backers.
  2. Being direct and specific around direction for new portfolio acquisitions is critical. If not, too much room for misinterpretation and misreads on imperatives and priorities.

Read More


ACG Philadelphia SaaS & Tech-Enabled Services Conference

March 2019


ACG Philadelphia SaaS & Tech-Enabled Services Conference

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?

  • Schedule targeted 1:1 meetings with relevant industry investors, bankers, advisors and operators
  • Expand deal networks beyond your regional geography
  • Develop new deal relationships in the industry sectors in which you invest/operate
  • Engage in meaningful dialogue on trends and issues with those who operate, invest or advise in the same industry verticals


November 2018



For the last 5 years, we’ve had Dr. Allen Sinai pull together his predictions for the economic year ahead. 3 years ago, Dr. Sinai said “put all your cash into equities, the market is going to go nowhere but up.” 2 years ago, Allen forecast what the likely impact of Trump and Trumponics was going to have in 2017. As PE investors and investor-backed CEOs, it’s crucial to know what the economic weather forecast is going to look like in order to plan your business, and work your plan.

By Invite Only

The Dane Estate at Pine Manor College 
Thursday, November 15, 2018—6:00 PM

12th Annual Investors vs. Operators Charity Tennis Tournament

September 2018

davis-cupBSG Team Ventures is proud to once again host the 12th Annual

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!

Register Here


Fri, September 14, 2018

1:00 PM – 7:00 PM EDT


Longwood Cricket Club

564 Hammond Street

Chestnut Hill, MA 02467

Dealfest 2018

ACG Boston DealFest Northeast 2018

June 2018


ACG Boston DealFest Northeast 2018

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.

Attendees rely on DealFest Northeast – featuring DealFest on June 13 and DealSource Select on June 14 – as a primary source for networking and deal flow every year.

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!



Capital Roundtable Master Class

May 2018
BSG Joins Annual CAPITAL ROUNDTABLE Master Class

Best Practices for PE Operating Partners in Building Value in Portfolio Companies


From the Capital Roundtable Event Overview:

Here Are Three Key Reasons Why You Should Join Us 

  1. Learn how operating partners implement cost reduction strategies at their portfolio companies   
  2. Hear how operating partners oversee integration as add-on deals become more and more prevalent
  3. Discuss best practices for putting ESG policies into action at your portfolio companies

Register here.


Capital Roundtable Pre-Event Cocktail Party

May 2018

Capital Roundtable Pre-Event Cocktail Party


Join BSG the evening before the Capital Roundtable Master Class for a lively evening of cocktails and discussion. By Invitation Only.


ACG Intergrowth 2018

May 2018




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.

pe backed ceo exit strategy

5th Annual Spring Private Equity/Middle Market CEO Exits

April 2018


5th Annual Spring Private Equity/Middle Market CEO Exits

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 


ACG Northeast Industry Tour: SaaS & Tech Enabled Services (ACG Philadelphia)

April 2018



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.

PartnersConnect East 2018

PartnerConnect East 2018

March 2018


PartnersConnect East 2018

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.

Ed Tech Week


December 2017

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.

2018 economic forecast.jpg


November 2017

bsg dr. sinai 2018 economic forecast


For the last 4 years, we’ve had Dr. Allen Sinai pull together his predictions for the economic year ahead. 2 years ago, Dr. Sinai said “put all your cash into equities, the market is going to go nowhere but up.” Last year, Allen forecast what the likely impact of Trump and Trumponics was going to have in 2017. As PE investors and investor-backed CEOs, it’s crucial to know what the economic weather forecast is going to look like in order to plan your business, and work your plan.

By Invite Only

The Dane Estate at Pine Manor College 
Thursday, November 9, 2017—6:00 PM

PEI Operating Partners Forum: New York 2017

October 2017
Find BSG principals at 2017 Dealfest Northeast, the leading event for PE and IB firms.

DealFest Northeast - The Northeast’s Largest M&A Block Party

June 2017

Find BSG principals at 2017 Dealfest Northeast, the leading event for PE and IB firms.

private equity backed CEO exit strategies

Private Equity Backed CEO Panel

May 2017

Private Equity Backed CEO Panel, May 2017

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 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.  In this, our third year’s panel, we were proud to bring together the following 4 CEOs with recent liquidity events to come and tell their story, and pass along their pearls of wisdom.
Capital Roundtable Operating Partners Conference

Capital Roundtable Operating Partners Conference

May 2017
We joined experts at the Capital Roundtable Operating Partners Conference and put together these top takeaways for you.

ASU + GSV Summit

May 2017

ASU + GSV Summit, May 2017

April Sarraille, Alison Thompson, Todd Hand, and Monique Williams all attended the ASU+GSV summit in May, 2017.


GSV is a family of connected businesses focused on three complementary disciplines: Investments, Strategic Services, and Media. They’re united by an obsession with finding, investing in, and partnering with the most dynamic growth companies in the world...the ones they call the Stars of Tomorrow. Learn more about GSV's Learning and Talent franchise at the ASU + GSV Summit.

Emerging Manager Connect East 2017

July 2017


Emerging Manager Connect East 2017, July 2017

Susan Hawkins joins industry experts as a panelist discussing retaining existing female talent in PE.

ABOUT Emerging Manager Connect East 2017

With over 300 attendees at our last event, we hosted a record 450 private 20-minute meetings as part of our ExecConnect meetings program in just one day. Attendees are skillfully paired up by conference producers allowing them to meet in one place before deciding to take on longer, more intense meetings if it is a good fit instead of wasting valuable time and money traveling from city to city meetings these professionals. Emerging Manager Connect East will also bring you top industry speakers and expertise backed by our Buyouts Insider and VCJ editorial team.

Pre-Event Cocktail Party: Capital Roundtable’s Masterclass

May 2017
BSG invited attendees of Capital Roundtable’s Masterclass: Best Practices for Creating Value in PE Portfolio Companies to join us for an evening of cocktails and conversation.

"Expanding the Role of Women in Private Equity" - First Women’s Event at InterGrowth 2017

April 2017
BSG Principal Susan Hawkins joins industry experts on the first women's panel at InterGrowth 2017.

2017 GSV Capital Investor Day

June 2017


2017 GSV Capital Investor Day, June 2017

Todd Hand joined GSV Capital for its annual Investor Day on Wednesday, June 7th, 2017 along with an array of investors and CEOs of select GSV portfolio companies.


GSV Capital (NASDAQ: GSVC) offers the first publicly traded security enabling any investor to own a piece of the world’s most dynamic, VC-backed private companies.

BMO 17th Annual Back to School Education Conference

September 2017


17th Annual Back to School Education Conference, Sept 2017

Todd Hand and April Sarraille will join BMO Capital Markets at their 17th Annual Back to School Education Conference on September 14, 2017.

ABOUT BMO Capital Markets Conferences

BMO Capital Markets hosts a variety of conferences each year that bring together institutional investors with those corporate or government entities that require capital. These events range from large forums attended by hundreds of participants across industry sectors, to industry-specific sessions and one-on-one meetings between investors and corporate executives. Over the years, we have consistently attracted prominent investors, analysts and executives by providing valuable forums to explore strategies, trends and opportunities.