Log in
CEO Trust
Log in

Registration is limited to approved members and guests.  If you did not receive an invitation and would like to attend an event, please register your request and someone from CEO Trust will respond. 

DFW: Partnering with Private Equity

  • May 31, 2017
  • 5:00 PM - 7:00 PM (CDT)
  • McGuireWoods | 2000 McKinney Avenue | Suite 1400 | Dallas, TX 75201

Registration is closed

Whether you are 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, or you are an owner-operator of a private business that is looking to sell an equity stake to a private equity investor, there are many issues and factors to consider before undertaking such an endeavor. While private equity investors bring unique skills and resources to the table in connection with building and growing a successful business, they also bring a unique set of characteristics and mandates that can influence and drive their behavior and strategy.

Join us for this event, with a panel designed to illustrate what is involved in partnering with a private equity investor, how these transactions are often structured, what levels of control Private Equity funds seek, what contributions they are expecting from their minority or majority equity partners and management teams going forward as the business grows, and how to work together in building the business to an even greater exit down the road.


5:00 - 6:00 Networking & Cocktails
6:00 - 7:00 Program
7:00 - Closing Reception

If you are a CEO and would like to see if you qualify to attend this event, register online.


David McLean, Partner at McGuireWoods, advises private investment funds and sponsors in their equity and debt investing activities. His deep experience up and down the capital stack allows him to bring a broad range of expertise to his clients, together with the deep market insight, knowledge and relationships that accompany that experience.

David regularly counsels clients on all types of investing activities, from venture capital, minority equity, growth equity and control buyouts, to venture lending, mezzanine finance and senior lending. He has over 19 years of practice, with a particular focus on junior capital and the investment funds that focus in this sector.

David and his team bring a partner approach to their clients, with an emphasis on providing value-added services that go beyond the mere execution of transactions.


Travis Baldwin co-founded Congruent Investment Partners, LLC in early 2009 to focus on investing in the lower middle market primarily through mezzanine debt and minority equity structures, with a particular emphasis on owner-operated businesses that are embarking on a growth capital raise, management buyout, generational transition, or transformative acquisition. At Congruent, he focuses on all areas of the firm, including deal origination, underwriting, portfolio management, firm operations & compliance, and investor relations. He currently serves on the board of directors of Tail Light LLC and Raisbeck Engineering Inc.

Prior to founding Congruent, Mr. Baldwin was with Fortress Investment Group in the firm’s Drawbridge funds, where he worked as a generalist with a focus on corporate credit. He managed a portfolio of leveraged loans, corporate bonds, and equities. Prior to Fortress, Mr. Baldwin was with Highland Capital Management, where he worked as a desk analyst identifying and evaluating opportunities across the capital structure for the firm’s distressed and credit hedge funds. Mr. Baldwin began his career with PricewaterhouseCoopers, where he worked in the firm’s consulting group. He holds a Masters in Accounting from the University of Texas at Austin and a Bachelor of Business Administration in Finance from the Honors Program at the University of Georgia. He earned a CPA license and is a CFA charterholder.

Taylor Curtis joined MHT Partners in 2011 and co-leads the firm’s Healthcare industry practice. Prior to joining MHT Partners, he served as co-founder and Chief Financial Officer of Connemara Bancorp, an entity established to purchase failed banks from the FDIC during the most recent financial crisis. Prior to Connemara, he was Director of Corporate Strategy for ORIX USA Corporation, where he pursued a series of strategic acquisitions in the specialty lending, alternative asset management, real estate finance and banking industries.

Before joining ORIX, Taylor served as Vice President and Assistant Treasurer for Concentra Inc., a Welsh Carson Anderson & Stowe portfolio company focused on the occupational healthcare space. At Concentra, Taylor was responsible for all corporate treasury, investor relations and financial planning and analysis functions. He preceded his time at Concentra as a Director in the Corporate Business Development group of Electronic Data Systems Corporation, where he worked on a variety of acquisitions, divestitures and joint ventures in the U.S., Europe, Asia and South America. Taylor began his career in New York with Greenhill & Co., the boutique mergers and acquisitions advisory firm.

In 2013, Taylor was named Finalist, Dealmaker of the Year by ACG DFW and DCEO, based on transactions he led that year, and he was named a Winner of the 5th Annual 40 Under 40 M&A Advisor Recognition Awards, based on his career accomplishments, professional expertise and community service.

Taylor graduated with honors from the University of Texas at Austin with a Bachelor of Business Administration degree in the Business Honors Program and Finance. He currently resides in Dallas with his wife and three boys.

Tom McKelvey co-founded Gauge Capital and leads the firm’s business and consumer services vertical. Previously, Tom spent over 25 years leading, advising and investing in high growth enterprises. Most recently, he was with Symphony Technology Group, a leading private equity firm focused on technology and services investments, and led one of their portfolio companies through a highly successful turnaround and exit. Tom began his career at KPMG, where he spent 16 years and served as Managing Partner for Banking, Insurance & Investment Services and subsequently Technology, Communications & Media advisory businesses. Tom currently serves on the boards of Infosoft, Teachers of Tomorrow, Beauty Industry Group, and Concept3D, and formerly served as a Director for several other companies. Tom received his bachelor’s and master’s degrees at Oklahoma State University and completed the Program for Leadership Development at Harvard Business School.

Copyright © 2024 CEO Trust
Powered by Wild Apricot Membership Software