Associate Partner, McKinsey & Company
David Baboolall (they/them) is an Associate Partner based in the New York Office of McKinsey & Company. They are a leader in McKinsey’s Private Equity and Principal Investors (PEPI) Practice, and advises PE sponsors and portfolio companies on strategy and M&A, predominantly serving the industrials sector, with a focus on exit support and diversity, equity, and inclusion (DE&I) transformation. They have led 40+ due diligences for corporate and PE clients.
David H. Crean, Ph.D.
Managing General Partner, Equitos Venture Partners
Managing Partner, Cardiff Advisory LLC
David has +25 years buy- and sell-side expertise with life sciences and healthcare companies working within strategic biopharma companies, private equity, investment banking and venture capital. He is the Managing General Partner of Equitos Venture Partners, an emerging life sciences-focused investment fund. In parallel, he is a Managing Partner with Cardiff Advisory LLC, an investment banking firm focused on providing strategic and financial advisory for M&A, partnering and capital financing transactions within the life sciences and healthcare sectors. David is an active member of the Association for Corporate Growth (ACG) and served as President for the past two years of the San Diego, CA chapter.
Justin S. Daniels
Shareholder, Baker Donelson
Justin’s corporate practice consists of representing domestic and international technology businesses and business owners in all aspects of their growth cycle, from structuring new ventures, raising capital and advising on acquisitions and divestitures to reviewing and negotiating key vendor, employment, and customer contracts. He has closed M&A transactions valued collectively at more than $1 billion.
Jennifer J. Fondrevay
Founder and Chief Humanity Officer, Day1 Ready™
Jennifer J. Fondrevay is the Founder and Chief Humanity Officer of Day1 Ready™, a consultancy that advises forward thinking business leaders, owners and C-Suite executives on how to prepare for and manage the people challenges of business transitions, particularly Mergers & Acquisitions. She shares her M&A expertise as a contributor to Harvard Business Review, Fast Company, Inc., Forbes and Thrive Global; is a sought-after podcast guest and keynote speaker for conferences and associations; and has advised numerous small and mid-market as well as Fortune 500 companies, on how to prepare for and lead through the multiple transitions of the M&A-deal journey.
Managing Director, Permanent Equity
For over a decade, Emily has led origination efforts, working with advisors, operators, and owners to structure deals that provide meaningful liquidity, while preserving legacy, with minimal operational disruption. Permanent Equity is investing out of a 27-year fund, with no intention of selling, in closely held businesses with discretionary free cash flow between $3 million and $25 million. The firm’s current portfolio includes businesses in Aerospace & Defense, Building Products, Construction, CPG, Manufacturing, and Niche Services.
CEO, Signature Brands
Jared Konstanty is a proven, inspirational business leader with a key focus on driving breakthrough results. He has over 25 years of experience in the packaged goods industry in dozens of countries around the world. He currently serves as CEO of Signature Brands, a CPG company leading the industry with the following brands: Betty Crocker, Cake Mate, Pumpkin Masters, PAAS, and Gift Pop.
R. Whit Matthews
Senior Investment Director, abrdn
Whit Matthews is a Senior Investment Director focused on abrdn’s Private Equity strategies and a member of its US investment committee. He is responsible for all aspects of the investment process including portfolio construction and the due diligence and ongoing monitoring of existing and prospective fund commitments, co-investments and secondaries. Whit joined abrdn (then SL Capital Partners) in 2009. Previously, he was an Investment Analyst at the University of Pennsylvania endowment allocating to private equity, venture capital, and hedge fund opportunities.
Partner, Huron Capital
Brian is responsible for sourcing, evaluating, executing and managing investments made by the firm primarily in the commercial & industrial services (facility services), professional services (financial & insurance services) and residential services sectors. Prior to joining Huron Capital, Brian was an Associate at Prophet, a global growth strategy consulting firm advising clients on positioning, innovation and customer acquisition for B2B and B2C businesses. His responsibilities included strategic, competitive and customer analyses across a range of industries.
Katherine Hill Ritchie
Founder and CEO, Private Capital Investments, LLC
Ms. Hill Ritchie is a frequent speaker and content provider to family office and investment conferences and publications world-wide. She founded Private Capital Investments, LLC while she was working in Geneva, Switzerland in 2009 when she realized there was a need for personalized investment services for family offices beyond typical brokers, bankers or wealth managers. Mrs. Hill Ritchie has worked internally and as an advisor to 8 family offices, 4 Billionaires, through her firm, Private Capital Investments, LLC.
Managing Partner, Iron Road Partners
Igor is a leading expert in financial regulation who helped shape the U.S. Securities and Exchange Commission’s regulatory approach to the private capital markets. Igor focuses on helping clients successfully navigate a broad range of challenges stemming from regulatory examinations, investigations, litigation, disputes and other crisis scenarios. Igor’s unique combination of investing experience, due diligence expertise and decade of service as the SEC’s primary private markets expert allows him to provide insightful and practical guidance to clients grappling with complex regulatory and operational issues.
Managing Partner, Traub Capital Partners
Mortimer Singer is a Managing Partner of Traub Capital Partners. TCP is a strategic private equity firm specialized in building value in consumer companies using its unique combination of investment, strategic and operational expertise, as well as a culture led, and engaged approach.
Partner – Private Equity and Transaction Advisory Services, Wipfli
Leveraging more than 24 years of public accounting experience, including more than 14 years with mergers and acquisitions, Michael Vaccarella leads Wipfli’s Private Equity and Transaction Advisory Services team. He provides client relationship support and provides buy-side and sell-side transaction diligence and consulting for, private equity funds, portfolio holdings in addition to family offices and corporations.
Featured Session: Anatonmy of a Deal: A Middle Market Deal Case Study
Principal and Global Leader of the Cybersecurity, Technology Risk, and Privacy Practice, CohnReznick
Bhavesh Vadhani is a principal and the global leader of the Cybersecurity, Technology Risk, and Privacy Practice. He has over 20 years of experience in the field of information risk management, security consulting and privacy advisory services. Bhavesh works with organizations in different industry verticals including consumer product and retail, financial services and sponsors, health care, government contracting, manufacturing and distribution, and technology.
SVP Human Resources, Smile Brands
Tanisha Wicker is an undeniably dynamic force and leader widely recognized and respected by her peers for pioneering lasting transformation in Human Resources. Driven by her desire to be the change she hopes to see in this space, she combines her track record of strategic-planning excellence with an intrinsic ability to effectively execute impactful HR initiatives that help shape an ever-changing landscape. In a career spanning over two decades, Tanisha has been a long-time champion of Diversity, Equity, and Inclusion (DEI).
Vice President, Houlihan Lokey
Tanya Wong is a member of Houlihan Lokey’s Real Estate, Lodging & Leisure Group, which specializes in M&A advisory and capital raising for public and private real estate related companies and investors. Prior to joining Houlihan Lokey, Ms. Wong was Vice President of Hotel Real Estate Investing at Goldman Sachs and was Director of Global Real Estate at VC-backed, alternative lodging startup, Sonder. At the office and beyond, Tanya is a champion of DE&I. She is currently serving as a member of Houlihan Lokey’s internal DE&I Committee as well as a member of ULI New York’s DE&I Committee.