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Session A

Human Capital Strategies: Understanding the People Side of Buy-Side M&A.

Presented By: Purple Squirrel Advisors / Lockton Companies, LLC

Once a deal is closed, the real work begins. Whether it’s a roll-up strategy or fueled organic growth, there are a multitude of crucial decisions made by the operations team to create a successful investment, including analyzing the management team and de-risking the transaction. Join three professionals with hands on experience growing portfolio companies and two M&A advisors as they discuss lessons learned and best practices from growing portfolio companies.

Following a 40-minute panel discussion you will have the opportunity to meet the speakers and ask questions during a 20-minute video Q&A session.

Moderator:

Carrie Schochet
Founder & CEO
Purple Squirrel Advisors

Carrie is the Founder and CEO of Purple Squirrel Advisors, a boutique retained executive search firm based in Troy, Michigan. With a passion for helping companies grow by creating exceptional leadership teams, she has spent the past 16 years connecting C-level and senior executives with leadership positions in finance, accounting, human resources, operations, sales, and marketing. Carrie and her team work with PE-backed and family owned businesses from coast to coast.

Panelests:

Quinn Damon
Vice President
Lockton Companies, LLC

Quinn is a Vice President with Lockton specializing in risk management and insurance. Lockton is the world's largest family owned brokerage with over 8,000 Associates. His expertise centers around M&A, construction and manufacturing. He's been with the firm for ten years and is part of the leadership team for Lockton Michigan.

Matt Davis
CFO
Mission Veterinary Partners

As CFO with Mission Veterinary Partners, Mr. Davis will be financially guiding MVP towards better automated systems and financial streamlining. Mr. Davis was previously engaged as Chief Administrative Officer for the Stepping Stones Group (SSG), a nationally-recognized leader in school-based therapy and behavioral health services. SSG operates in more than 20 states across the U.S. through several brands, including Cumberland Therapy Services, MyTherapyCompany, AlphaVista Services, and Staffing Options & Solutions. Prior to joining SSG, Mr. Davis was the CFO for Fast Pace Urgent Care, a Shore Capital portfolio company dedicated to providing walk-in and urgent care services to rural communities across Tennessee and Kentucky.

Mr. Davis was actively involved with the growth of Fast Pace and its successful sale to Revelstoke Capital Partners in August 2016. Mr. Davis initially joined the Shore Capital team in 2012 through Shore’s investment in Michigan Rehabilitation Specialists (MRS), where Matt was serving as CFO prior to Shore’s investment. MRS grew rapidly through multiple acquisitions and new clinic openings and was sold to ATI Physical Therapy in 2013.

Mr. Davis also has experience working with physician practice management organizations, real estate investment groups and property management service providers through a number of entities where he held senior leadership positions. Mr. Davis obtained a B.S. in Aviation Management and General Business from Eastern Michigan University. He also received an MBA in Accounting and Finance from the University of Michigan, Stephen Ross School of Business.

Philip Fioravante
Operating Principal - Chairman
Industrial Opportunity Partners

Dr. Fioravante has over 35 years of industrials sector experience. He has lead start-ups to larger multinationals in a variety of industries including transportation, healthcare and consumer products. His expertise - both professional and in academia focuses on strategy, innovation, agile organizational systems, sustainability and shepherd leadership. Currently, he is Chairman and CEO of three portfolio businesses with IOP.

Gary Lewis
Founder & Managing Partner
Aquila Equity Partners

Gary is the founder and Managing Partner of Aquila Equity Partners, an entrepreneurial private investment firm focused on partnering with growth-focused management teams and operating businesses which generate between $500k and $10mm in EBITDA. He brings greater than 20 years of private equity investing, investment banking and operational experience to the firm, including involvement in approximately $8 billion in transaction and advisory assignments.

Gary began his career in investment banking with Banc of America Securities in New York City. While working in the firm’s Global Industrials and Services Group, he assisted middle market and Fortune 500 clients with mergers, acquisitions and divestitures and capital-raising transactions.

Conference Location

Dealmakers Conference
Detroit, Michigan
Tel: (800) 988-4726