2024 Dealmakers of the Year Honorees
Presented By: M&A Leadership Council
Michael Bennett
CEO
Formula Wellness
Provider of healthcare and wellness services
- On the sell-side, helped create, along with Trive Capital’s Tanne Cope, a partnership between two Dallas firms and onboarding of several local Dallas executives
- Was involved in significant additional acquisitions and de novo growth with new HQ in Fast-growing founder owned business
- Created a great partnership of several healthcare executives to accelerate growth of a leading brand in wellness and aesthetics
Tanner Cope
Managing Director
Trive Capital
Private equity firm
- On the buy-side helped create, along with Formula Wellness’ Michael Bennet, a partnership between two Dallas firms and onboarding of several local Dallas executives
- Was involved in significant additional acquisitions and de novo growth with new HQ in Fast-growing founder owned business
- Created a great partnership of several healthcare executives to accelerate growth of a leading brand in wellness and aesthetics
Rogers Healy
Founder
Morrison Seger
Venture Capital firm
- Within the first few years of operations, Morrison Seger has made significant investments in various industries with innovations including healthcare, CPG, tech, and more
- Closed 16 deals in the last 18 months ranging from pre-seed, seen, and Series A-C
- Has been a part of numerous portfolio companies as they expand rapidly in a challenging environment, and fully expert multiple portfolio companies to raise money in 2024 at a significant multiplier than the previous round
George Lee
Former Owner
Horny Toad Harley-Davidson
Dealership offering new and used motorcycles, in addition to a service, and parts teams.
- Was the first ever Harley-Davidson owner to sell to a Fortune 500 company. Prior to Lee, Harley-Davidson had a prohibition on selling to public companies and PE or VC firms. Once Lee closed the deal, it opened the door for all dealers across the USA, which is a very select group of individuals.
SOCIAL IMPACT / IMPACT INVESTING
Wade Myers
General Partner
Eagle Venture Fund
Venture capital firm with 8 funds
- Had 19 major investments in 2022 and 2023
- Notable investments included: Immerse, ArborXR, Evidencity, VeroSkills, BankingON, FreightPOP, Patient Sortal, Altus Solutions, and Pro-Forma
Andrew Whitcomb
Vice President, Mergers & Acquisitions
Builders Firstsource
The nation’s largest supplier of structural building products, value-added components and services to the professional market for single-family and multi-family construction and repair and remodeling.
- The company completed a $700 million debt refinancing round
- Acquired more than 20 businesses in the last three years
- Has resulted in more than $2Bn in sales and more than $350M of EBITDA to our business