2021 SE ETA Conference Schedule
Dukes University, McClendon Auditorium;
100 Fuqua Dr, Durham, NC 27708
FRIDAY, OCTOBER 29, 2021
Duke University, Geneen Auditorium;
100 Fuqua Dr, Durham, NC 27708
4:30 pm – 5:30 pm: Introduction to ETA and Search
5:30 – 7:00 pm: Networking Reception
SATURDAY, OCTOBER 30, 2021
8:00 - 8:30: Registration / Check-In
8:30 - 10:00: Is Search Right for You? Life as a small business CEO. Panel of Owner/Operators
Moderator: Lacey Wismer - Founder of Hunter Search Capital
Panelists:
Tim Meng - One Source Communications
Manvendra "Manny" Saxena - Statewide Construction Sweeping, LLC
Barker Squire - Craneworks, Inc.
Bruce Vann - LuXout Products Incorporated
Jenna Whigham - Abound Health
10:00 - 10:15: Break / Networking
10:15 - 11:45: Which Search Model is Right for Me? Panel of Investor Firms and Self-Funded
Moderator: Raam Jani, BakerHostleter
Panelists:
Saumil Jariwala - Trilogy Search Partners
Tim Bovard – Search Fund Accelerator
Johannes Zwick – Broadtree Partners
Badge Stone - WSC & Company
Linh Tran – Advanced Commercial Group and ACG Ventures
12:00 - 1:00: Lunch - Sponsored by WSC & Company
1:00 - 2:00: The Art of the Deal – Finding What Works. A Case Study.
Presenter: Ari Medoff - Arosa Care
2:00 - 2:15: Break / Networking
2:15 - 3:30: Overview of the Search Process and Ecosystem. A discussion with financiers, lawyers, advisors, and current searchers.
Moderator: Sean Pensavalle, Relay Investments
Panelists:
Gregory Barnes - Transworld Business Advisors
Kevin Christmas - Holland & Knight
Steven Cornellier - Live Oak Bank
James Han - Broadtree
Michael Kidd - Mowery & Schoenfeld
Matt Littell - Halstatt Legacy Partners
3:30 - 3:45: Break / Networking
3:45 - 4:45: What Steps Should I Be Taking Now to Best Prepare? Panel of Searchers and Owner/Operators
Moderator: Macon Carroll - WSC & Company
Panelists:
CJ Casselli – Palmbrook Capital
Stacey Krauss – Search Fund Accelerator
Megan McGee - Peak Tide Operating Partners
Lebone Moses - ACQUIRE by Provident1898 and Chisara Ventures
4:45 - 5:00: Conclusion / Wrap-Up
5:00 - 6:00: Networking reception