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, the panelists will discuss 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.
7:30 - 8:00 am Mingling and Coffee
8:00 - 9:00 am Panel Discussion and Breakfast
7850 Collin McKinney Pkwy, Suite #200
McKinney, Texas 75070
If you are a CEO and would like to see if you qualify to attend this event, register online.
Todd Anders is a Partner with GuideCap with over 30 years of experience in mergers and acquisitions, structuring, negotiations, and international transactions. Mr. Anders’ industry experience includes consumer & retail, industrials, and manufacturing & distribution. Prior to GuideCap, Mr. Anders was the Executive Director of International Investment Strategies for the Carlson Companies a $30 billion company with holdings in numerous industries. Mr. Anders led the international expansion strategy into 50 countries which was accomplished through acquisitions, direct foreign investment, strategic partnerships and franchising. Previously, Mr. Anders practiced securities law, focusing on mergers and acquisitions and general business representation. Mr. Anders has served as an adjunct professor of Business Law at Southern Methodist University. He received his B.S. in Business and B.A. in Economics from Centenary College of Louisiana, his J.D. from Baylor University Law School, and his M.B.A. and L.L.M. from Southern Methodist University. Mr. Anders is a frequent speaker on exit strategies and mergers and acquisition related topics.
Luke Bateman is a Senior Vice President at Insight Equity and is responsible for evaluating and executing investment opportunities across various industry sectors and for partnering with portfolio company management to execute strategic and operational initiatives after investment. Luke was previously with Lone Star Investment Advisors, where he executed middle market private equity transactions across a variety of industries, and also with Greenhill & Co. as an Investment Banking Analyst
Luke received his MBA from The Wharton School of the University of Pennsylvania and an AB from Harvard University. Luke currently serves on the boards of VirTex, Versatile Processing Group, and Eddy Packing.
Stuart Prior is the CEO of Emerald Transformer, the largest transformer services company in the United States. In addition to his duties as CEO of Emerald Transformer, Stuart serves on various boards including Lerch Bates Inc. and CEO Trust.
Previously Stuart served as the Chief Executive Officer (CEO) of Field & Factory Operations for Latin America and Brazil for ThyssenKrupp Elevator. His assignment also included board duties as President of the ThyssenKrupp Elevator Brazil and Bahamas Board of Directors. He directly oversaw a Business Unit with $1 billion in turnover operating in 15 Latin America countries including Mexico, Brazil and the Caribbean. The region included 6500 field, manufacturing and engineering employees in 92 branches and one manufacturing facility. The manufacturing facility located in Porte Alegre, Brazil produced over five thousand elevators annually and is the only ThyssenKrupp facility that is carbon neutral.
Prior to being named CEO in 2010, his previous assignment was Chief Operations Officer (COO) of ThyssenKrupp’s Latin America and Brazil field operations. As COO Stuart supervised new market development, acquisitions, process improvement, cash management, non-desirable market exit strategies, safety and compliance. He has a long history of excellent safety and compliance performance, achieving an annual safety frequency rate under 3.0 per 200,000 hours worked.
Previous roles for ThyssenKrupp include Executive Vice-President of Product Sales and Marketing for the Americas Operating Unit. In 2004, Stuart received the President's Award for increasing sales by 20%. In a previous role as District Manager in Dallas, the District was recognized with awards as the highest profit organization in the company. Stuart currently serves on the Communications Board for the National Elevator Industry, Inc.
A graduate of the University of Tennessee, Knoxville with a Bachelor of Science in Business Administration, Stuart has since gone on to further develop his professional skills through management and executive board training, including executive board training at Harvard University, Northwestern University’s Kellogg School of Management, and the European School of Management.