The Small and Medium Enterprise (SME) market is the primary engine driving employment and economic growth in our country, and Private Equity is becoming a bigger and bigger part of this market. Annual middle-market deal value surpassed $400 billion in 2018 per PitchBook. As the SME market evolves, so has the Private Equity money chasing these companies. Whether you are an owner-operator of a private business that is looking to sell or take some “chips” off the table, an executive considering a management opportunity with a private equity owned business, or looking to partner with a private equity investor to acquire a business, there are many variables to consider. And there are different private equity structures and types of providers that you need to be aware of, each bringing unique skills and resources to the table.
Join fellow CEOs for this fascinating event, with a panel designed to illustrate what the different Private Equity groups look like, what the different groups can bring to the transaction, what levels of control each may seek, what contributions they are expecting from their minority or majority equity partners and management teams going forward, and how to work together in building to an even greater exit down the road.
We will convene at historic Old Parkland, home to many of the top PE firms, exclusive family offices and other power players in Big D’s quiet-money world of finance and private investments. We'll have a private reception in Cypress Growth Capital’s office, Suite 100, before moving promptly at 6:00 to the "Pig Room" for a panel discussion. Please plan to be at Cypress Growth Capital’s office before 6:00 as we will have a guide to take us to the famous “Pig Room”.
5:00 - 6:00 pm Mingling & Cocktails
6:00 - 7:00 pm Panelist Discussion
If you are a CEO and would like to see if you qualify to attend this event, register online.
Larry King CPA, CGMA currently serves as the CFO, COO, and Chief Compliance Officer, and on the Advisory Board, at WhamTech, Inc., a privately-held distributed data virtualization platform solutions company in Dallas, TX., and serves on the Board of nDivision, Inc (NDVN), and on the Advisory Board of BlockQAI, LLC. He is a proven and effective strategic leader and business builder with over 30 years of middle market leadership experience. He founded and grew KBA Group, LLP into the largest Dallas based CPA firm with over 135 professionals, 9 Partners and a diversified menu of services and led the firm’s organic and strategic acquisition growth. He then led the firm through a merger into a large national CPA firm, where he served as the Dallas office Managing Partner and then transitioned to the South Region Leader of their Transaction Services Group before retiring from the firm in mid-2015. He has extensive experience with assisting clients with business strategy, financial reporting, including going public transactions, and mergers and acquisitions from both the buy side and sell side.
Larry has served on multiple for profit and not for profit boards throughout his career and is a Past President and current Advisory Council member of the Association for Corporate Growth (ACG) DFW Board of Directors. He also has directly interfaced with many Boards of Directors of private and public companies in his role as a client service Partner in public accounting. He was recognized for the TSCPA Lone Star Pathfinder Award in 2000. Larry is also an alumnus of the Dallas Regional Chamber of Commerce Leadership Dallas Class of 2011.
Larry is a graduate of Babson College, Wellesley, Massachusetts with a BS in Accounting and Operations Research where he graduated Beta Gamma. He is a Certified Public Accountant and a Chartered Global Management Accountant with both local and National accounting firm experience. He is a member of CEO Trust, the Institute for Excellence in Corporate Governance (IECG), and Business Navigators Directors Group.
Scott Colvert serves as a Partner of Trinity Hunt and is a member of the Fund’s Investment Committee. Scott is primarily responsible for deal sourcing and business development, as well as portfolio company monitoring. He currently serves on the Board of Directors of Lone Star Fasteners and has also served on the board of Rotorcraft Services Group. With over 25 years of experience in private equity, Scott manages Trinity Hunt’s industry thematic deal sourcing process and serves as the firm’s primary interface with buy-side advisors and investment banks. He also participates in evaluating new investments in the industrial growth and business services sectors.
Scott joined Trinity Hunt’s predecessor, Hunt Capital, as a partner in 1999. His previous experience includes seven years with Banc of America Capital Investors in Dallas, in the Corporate Finance Consulting Group at Arthur Andersen, and as the Controller of Hi-Tech Products, Inc.
Scott holds a B.B.A. in Accounting from Baylor University and an M.B.A. in Finance from The University of Texas at Austin. In addition, Scott is a Certified Public Accountant. He currently serves on Baylor University’s Hankamer School of Business Advisory Board and Endowment Investment Committee. He also serves on the Board of Directors of Pine Cove Christian Camps. His hobbies include watching and playing sports with his three boys, running and Toastmasters. He and his wife are active volunteers in their church.
Andy Foskey is a Managing Partner with Transitional Capital Partner’s. He works with portfolio companies on strategy, management team development, business building, problem solving and acquisitions. He is also responsible for identifying new TCP investments and investor relations. Prior to joining Transition Capital Partners, Andy was a Managing Director for several funds and family offices including a subsidiary of Credit Suisse, Hunt Private Equity Group and J.B. Poindexter & Co. Prior to that, Andy was the Chief Financial Officer of a private equity backed consolidator in the equipment rental industry and a Director of Corporate Finance for Comerica Bank. Over his career Andy has invested in numerous middle market companies, managed corporate affairs as a CFO, and advised on many successful M&A transactions.
Andy earned a B.A. from Michigan State University, an M.B.A. from Wayne State University, holds the Chartered Financial Analyst designation and is a member of the CFA Institute. Andy currently serves on the Board of Directors for TriCon Logistics, Postup, Hospice Source, Hayes Software Systems, and Highstreet IT Services.
Vik Thaper is a Partner at Cypress Growth Capital. He has 17 years of experience spanning venture capital, private equity and information technology consulting. Vik’s responsibilities span all aspects of the investment lifecycle including identifying promising potential companies, conducting due diligence and providing ongoing support to portfolio companies especially with sales and business development initiatives.
Prior to joining the Cypress team in 2012, Vik served as a venture capitalist for a $200M investment fund sponsored by the State of Texas. In that role, Vik was responsible for identifying, qualifying and mentoring prospective portfolio companies. Vik also worked with a private equity firm, Lone Star New Markets. He spent the first decade of his career working in the information technology field as a consultant to Fortune 500 companies. Vik is also very active in the Texas entrepreneur community, currently serving on the Board of Directors of TeXchange, TiE Dallas, the Southwest Venture Forum and the University of Texas – Dallas Institute for Innovation & Entrepreneurship. He holds an MBA from Southern Methodist University and an undergraduate degree from University of Texas at Dallas.
Join us to learn about our many members-only resources and activities, and to meet your fellow CEO Trustees (members).
IMPORTANT: This is a video conference with a visual presentation. For full participation, please join via web-based device with video capability. Registration is necessary in order to receive dial-in details.
Additional dates will be scheduled to meet new member needs and schedule constraints.
If you are a CEO and would like to see if you qualify for membership, register online.
Join fellow CEOs for a highly interactive session with Vik Dewan, the CEO of the Philadelphia Zoo. What is required to run a 42 acre recreational site which houses over 1300 animals and focuses on conservation, science and education? Vik will explore with us the "zoo of the future" and what it will take to get there from today. He will share his vision, economic and non-economic pressures, best practices of zoos, and takeaways related to leadership. This exclusive conversation with the CEO, will give you a glimpse of the Zoo as you have never seen before.
If you are a CEO and would like to see if you qualify to attend this event, register online.
7:30 - 8:00 AM - Gathering and Coffee8:00 - 9:00 AM - Deluxe Continental Breakfast and Discussion
SPEAKER BIO: Vikram H. Dewan joined Philadelphia Zoo in July 2006; he is the 14th President to lead the area’s most-visited ticketed cultural attraction, one that welcomes 1.25 million guests through its historic gates each year. Along with being America's first zoo, Philadelphia Zoo is one of the region's foremost conservation organizations, and is home to nearly 1,300 animals, many rare and endangered.
As President and Chief Executive Officer, Mr. Dewan is responsible for institutional leadership and strategic direction for all programs, services, operations, and fundraising. During his tenure, the Zoo has opened several one-of-a-kind animal exhibits, launched new groundbreaking initiatives and instituted a comprehensive 10-year transformative site master plan that includes the development of an extensive animal exploration and trail system, Zoo360, that invites animals to travel throughout the Zoo’s 42-acrea campus, creating exciting and enriching experiences for the animals and guests alike.
Prior to joining Philadelphia Zoo, Dewan served as President of Wachovia Bank’s Philadelphia and Delaware region, operating nearly 100 branches managing more than 1,000 employees.
This CEO Trust event will engage CEOs to better interpret the evolving dynamics of the local economy and provide greater insight into the inevitable challenges and opportunities employers and their employees will face in our future economy, both locally and beyond.
7:30 - 8:00 am - Gathering and Coffee
8:00 - 9:00 am - Breakfast and Presentation
Paul Sloate is the Founder and Chief Executive Officer of Green Drake Advisors. He has spent over 30 years advising individuals, families, businesses, and institutions on wealth management, investment management, and global economics, serving in senior roles with companies such as Wellington Management and BlackRock Financial Management. Mr. Sloate has appeared on TV on numerous occasions to share his expertise with the public and hosted Money Matters TV for many years. In addition to his time given to sharing his knowledge, Mr. Sloate has served on industry bodies such as the Financial Accounting Policy Committee of the Association for Investment Management & Research.
Get The Basics You Need to Lay the Groundwork for Your Board Service
There is a one-to-one ratio of attendees with seasoned public board members who are there to train, meet and help you. This program will be hands-on with close interactions with seasoned board members and others who identify and place board talent. It is a collaborative environment with others who care about you, your board preparedness and that you are positioned to land for-profit board seats.
Beginning with director duties and responsibilities, we cover everything you need to know to get started. We'll talk about the tradeoffs of public vs. private, and fiduciary vs. advisory boards. You'll get tips on the key to quickly becoming a positive, contributing board member and what to expect in a director's role. The basics of board committees and what each does, their work and impact. A board case study will give you practical insight into the function and challenge of board work. We'll explore the role of the board from both the CEO perspective and the investor perspective. Gain an understanding of the board selection process, and the function of board on-boarding. Work with experienced board talent to begin the development of your board bio, positioning, and marketing materials. Included in the two days are meals, networking and a cocktail reception and dinner on Thursday night.
REGISTER YOUR INTEREST SOON! ONLY PREAPPROVED ATTENDEES MAY ATTEND. SPACES ARE LIMITED. SEND YOUR REGISTRATION REQUEST TO http://ceotrust.org/apply AND INCLUDE BIO, RESUME OR LINKEDIN.
November 7 Breakfast at 8 am through to
November 8 WrapUp at 3 pm
Join fellow fellow CEO Trustees for a holiday reception with the iconic Jack Mitchell, Chairman of Mitchell Stores. Jack will share his business philosophy based on “hugs” at a wine reception. Spouses or Significant Others are invited to join us too at the Greenwich Richard's Store for a conversation with Jack followed by an opportunity for book signing and shopping.
The only way to stay in business is with loyal customers, and Jack Mitchell and the Mitchell team knows how to attract them, and how to keep them. Jack Mitchell, renowned master of customer services, offers up a new and improved approach to customer service along with his already successful secrets for developing long-lasting business relationships and customer loyalty.
He has a deceptively simple but winning approach to customer service—that a relationship is at the heart of every transaction. Since the first edition of Hug Your Customers was published more than a decade ago, the Mitchells Family of Stores has expanded beyond their two locations in Connecticut to five stores, with new locations in Long Island, New York, and on the West Coast. Jack Mitchell explains that Mitchells Family of Stores not only survived the brutal recession of 2008, but used it as a springboard to dramatically grow their business.
5:30 - 6:00 pm - Mingling & Wine Reception
6:00 - 7:00 pm - Speaker and Q&A
7:00 - 8:00 pm - Book Signing and Shopping
Jack Mitchell is Chairman of the Mitchell Stores (Mitchells/Richards/Wilkes/Marios), a three-generation family business that operates men’s and women’s specialty stores in Connecticut, New York, California, Washington and Oregon that are nationally renowned for their personal service touches and strong relationships. Jack himself has been recognized as one of the top ten retail visionaries of his time by the Women’s Wear Daily.
After completing a B.A. at Wesleyan University in 1961 and an M.A. at the University of California-Berkeley in Chinese History, Jack joined the family business, Ed Mitchell, Inc., which was founded by his parents, Ed and Norma, and later became Mitchells of Westport. In 1995, Mitchells acquired Richards, the leading men’s clothing store in Greenwich, Connecticut, and in 2005, added Marshs of Huntington, Long Island, to the group. In December of 2009, they also proudly acquired Wilkes Bashford in San Francisco and Palo Alto, California and in October of 2015 they partnered with Marios in Seattle and Portland.
Under his leadership, the Mitchell Stores have become well known for employee engagement and longevity and providing exceptional customer service and high quality merchandise in an exciting, friendly, and visually dynamic atmosphere. Jack is an active leader on the floor listening and learning along side his brother Bill, wife Linda, his three sons and three nephews. Mitchell Stores is a case study at Harvard Business School.
In 2003, Jack Mitchell launched a “second career” as a speaker and author. His first book, Hug Your Customers: The Proven Way to Personalize Sales and Achieve Astounding Results, was a Wall Street Journal best seller and received rave reviews in the New York Times. In addition, it was endorsed by Warren Buffet on the cover with the following quote: “It’s a gem. I wish everyone at Berkshire would follow his advice – we would own the world.” In April, 2015, a revised and updated version of Hug Your Customers was released. In 2008, Jack published his second book, Hug Your People: The Proven Way to Hire, Inspire, and Recognize Your Employees to Achieve Remarkable Results where he illustrates a business blueprint to personalize relationships to drive success and achieve greater satisfaction at work. In 2018, Jack published his third book, Selling the Hug Your Customers Way: The Proven Process for Becoming a Passionate and Successful Salesperson for Life which illustrates how to apply the proven principles of Hug Your Customers to refine selling techniques, boost sales and keep customers coming back for more.
Jack has become known as a passionate enthusiastic public speaker, keynoting at over 200 events for corporations including Merrill Lynch, Pitney Bowes, Morgan Stanley, Conde Nast, Nike, Starbucks, Wells Fargo, Luxottica and Harvard University addressing audiences of all sizes and reaching over 50,000 people globally with Hug Your Customers/Hug Your People presentations. Jack has appeared on The NBC Today Show, and Kudlow & Cramer TV show as well as numerous radio interviews and online and print articles. Jack has been quoted in national magazines as a customer service and management leadership expert. In April 2005, INC Magazine listed Jack as one of the 26 Entrepreneurs We Love. Jack also offers hugging workshops for corporations.
Jack shares with his family a number of Community leadership Awards from the Anti-Defamation league, The Menswear Division of UJA-Federation of New York, and Sacred Heart University. Jack is on the Yale Cancer Board, a Trustee at the Greenwich Hospital, and is an Executive in Residence at the Columbia University School of Business.
Collaborative Environment of Authentic Leaders and Generous SpiritsUnforgettable Exchanges . . . Breakthrough Insights . . . New and Strengthening Relationships