Where
Venable LLPRockefeller Plaza
1270 Avenue of the Americas
Twenty-Fourth Floor
New York, NY 10020
Driving Directions
Opus Conncet Deal Connection Event
Opus Connect's New York Chapter March Event:
Unfunded Sponsors
While Unfunded Sponsors have been around for some time, the growth in this segment of the private equity community over the last several years has been dramatic. With enormous amounts of capital seeking to be deployed on a finite number of transactions and within a finite and ticking timetable, the unfunded sponsor has grown ever more important as a source of deal flow. Additionally, the unfunded sponsor increasingly brings operational talent and industry expertise to the table, more and more emerging as a "value added" provider in the deal process.
Looking forward to seeing you there!
Please click on the link below to register or RSVP:
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This event is hosted by Venable LLP and co-sponsored by BCMS Corporate, AxialMarket, The Pinehill Group, Anchin Capital Advisors, Huron Capital Partners, Sentinel Capital Partners, Accord Financial, Ambrose, Sorenson Capital and Tamarix Capital.
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Joseph Catalano (Moderator)
Mr. Catalano joined Sentinel in 2009 and now serves as Managing Director. Before joining Sentinel, Mr. Catalano spent two years as a Managing Director at FirstLight Financial Corporation, a commercial finance platform offering customized financings primarily for middle market companies across a broad spectrum of industries. While at FirstLight, he headed the Special Situations Group. Previously, Mr. Catalano served as a Director of Longroad Asset Management. Prior to Longroad, Mr. Catalano spent 13 years at GE Capital Corporation, most recently as a Senior Vice President of its Global Sponsor Finance Group. While at GE Capital, he focused on investing senior and junior debt and equity in lower middle market companies. He holds an MBA from Pace University's Lubin School of Business and a BA from New York University.
Max DeZara
Mr. DeZara, Managing Partner, founded Akoya Capital Partners in 2005 and is involved in overseeing all aspects of the operation. Mr. DeZara has sourced, evaluated, valued, and structured numerous investment opportunities across a variety of industries including manufacturing, business services, consumer foods and specialty chemicals. Mr. DeZara is uniquely expert at partnering with industry-leading executives to develop proprietary investment opportunities for private equity co-sponsorship. The strategies he has developed and teams he has partnered with have created substantial shareholder value. Prior to forming Akoya, Mr. DeZara spent 20+ years in talent acquisition, assessment and human capital consulting, as the founder and leader of the Carlyle Group, a leading Midwest boutique retained executive search and consulting firm. In 1998, Mr. DeZara sold Carlyle to The Whitney Group, creating a top-ten global executive search firm with eight offices worldwide. During his tenure with Whitney, he was elected vice chairman and served on Whitney’s board of directors, leading their global private equity practice. He subsequently led a successful management buyout of the original Carlyle Group business in 2004. Mr. DeZara serves on the Boards of our portfolio companies ICM Products, CASS Polymers, Eddy Packing Company, FabEnCo and LawLogix.
Mark Ludwig
Mr. Ludwig joined Sorenson Capital in 2003 and has worked on many of Sorenson Capital's investments. Prior to joining Sorenson Capital, Mr. Ludwig was an Associate Consultant with Bain & Company. At Bain & Company, Mr. Ludwig served clients in the private equity, retail, home services, distribution, shipping, and alternative energy industries. Selected consultingexperience includes growth strategy, operational efficiency, acquisition due diligence, investment fund development/valuation, and corporate turnaround execution. Based in Bain & Company's Dallas office, Mr. Ludwig worked in the US, Mexico, and Europe. Mr. Ludwig received a Masters of Business Administration with Honors from the WhartonSchool of Business at the University of Pennsylvania, as well as a B.S. in Economics and a B.A. in Russian from Brigham Young University, graduating summa cum laude.
Peter Rothschild
Mr. Rothschild is one of the founding partners of Tamarix Capital Partners. He focuses his time on sourcing new opportunities, working with existing portfolio companies and helping to build the Tamarix platform. Prior to joining Tamarix, Peter was a Principal at Sandell Asset Management where he was a member of the firm’s global private equity practice. Previously, he was a Director at Levine Leichtman Capital Partners, a Los Angeles-based private equity firm focused on control and structured equity investments in middle-market companies. Prior to Levine Leichtman he worked at imc2, a full-service interactive agency, and was primarily responsible for managing the company’s financing activities and evaluating acquisition and sale opportunities. Before that, he worked as an Associate at Graham Partners, a Philadelphia-based private equity firm, and as an analyst at Salomon Brothers. At Graham, Peter was responsible for evaluating new investment opportunities and helping to manage portfolio companies. At Salomon, he participated in all aspects of capital raising and providing advisory services to clients. Mr. Rothschild has a Master of Business Administration from the University of Chicago, Graduate School of Business, and a Bachelor of Arts in Political Science from the University of Pennsylvania.
Christopher Shereen
Mr. Shereenis is a Partner at Huron Capital Partners and is responsible for sourcing and evaluating investments made by Huron, as well as the firm’s overall marketing and business development activities. He has served as a Director for numerous Huron portfolio companies, including Maple Leaf Automotive, Inc. and Apex Laboratories International, Inc. (among others). His experience includes serving as a financial advisor for middle market businesses in the U.S., Canada, and the U.K. Prior to joining Huron in 2004, Mr. Shereen was with Conway MacKenzie, a crisis-management and turnaround consulting firm. He gained extensive experience guiding clients through various bankruptcy and out-of-court workout situations, serving as interim CFO, controller or financial advisor. Prior to Conway, Mr. Shereen was with PricewaterhouseCoopers as an audit manager and Revlon as a sales professional. Mr. Shereen has a B.A. from the University of Nebraska and an M.B.A. from the University of Michigan, and is a CPA. Mr. Shereen has four children, and is an unapologetic Nebraska football fan.
Omar Simmons
A seasoned private equity professional who has closed over 15 principal transactions exceeding $2.5B in aggregate transaction value over a 15-year private equity career. A disciplined and creative investor who has invested across a variety of industries and business cycles. Prior to co-founding EXALTARE, Mr. Simmons was a Director at Windjammer Capital Investors, a leading middle-market private investment firm with over $1.2B under management. Prior to Windjammer Capital Investors, he was a co-founder and Managing Director at Reliant Equity Investors, a $120mm private equity firm based in Chicago that was focused on the lower end of the mid-market. Mr. Simmons also worked at leading private equity firms such as Summit Partners and McCown DeLeeuw. He started his career helping businesses grow and improve as a management consultant at Marakon Associates. Mr. Simmons graduated from Harvard Business School with honors, after graduating from Princeton University.
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PRICE
Members: No Charge
Non-Members: On or before March 5th: $150.00 On or after March 6th: $175.00 Register through the link below
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By Invitation Only
Opus Connect is a membership-based organization.
Opus Connect welcomes qualified individuals for membership and event attendance. If you would like to refer a potential member or have any queries, please contact Shiri Leitner at shiri@opusconnect.com