15
Oct
Mid-market value creation and portfolio management
In the past two years have GPs have seen longer holding periods for their portfolio companies as well as increased competition for attractive, high-quality targets. It has therefore become increasingly essential for managers to focus on strategic and portfolio company operational improvements as a key driver of returns. This session will take a behind the scenes at how mid-market GPs are approaching value creation and portfolio management.
- Whilst alpha-generating avenues remain challenging to access, how are GPs rewriting their value creation playbooks? What are some new value creation strategies GPs have place in order to improve performance?
- Maximizing efficiencies through technology investments including machine learning and AI capabilities- how are GPs incorporating data and AI tools to enhance operations? Is AI a friend or a foe?
- From supply-chain management to human capital- what value creation levers are operating partners focusing on as we head into 2024?
- Are LPs becoming more focused on their managers’ operational capabilities?
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SpeakersBrian Hegi Managing Partner CROSSPLANE CAPITAL
Tony Ludlow Managing Director BAYMARK PARTNERS
David Post Operating Senior Advisor EQT
Chris Zugaro Partner and Co-Founder TRIVE CAPITAL
Josh Armstrong Deputy Managing Editor MERGERMARKET
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Brian is a co-founder and Managing Partner of Crossplane Capital, a Dallas-based private equity firm founded in 2018 investing control equity in niche manufacturing, industrial services, and value-added distribution businesses. Crossplane currently manages over $730 million across two funds and co-investment vehicles. He began his career as an operations improvement consultant with AlixPartners and AT Kearney and has been an industrial-focused private equity investor for the last 17 years. Brian received his MBA from The University of Texas and his B.A. from Vanderbilt University.
Over the past 25 years Mr. Ludlow has focused on acquiring, growing, and managing various public and private companies. During the past fifteen years he has been involved in more than 55 transactions.
Currently, Mr. Ludlow is a founder of Baymark Partners focused on investments in service based and technology middle-market companies. Prior to founding Baymark Partners, Mr. Ludlow was a Director, the General Counsel, and Chief Financial Officer of Transition Capital Partners, a middle-market private equity firm with over 25 investments in various service based businesses. Prior to joining Transition Capital Partners, Mr. Ludlow held various senior level positions in large and small public companies as well as practicing M&A, corporate, and securities law in a law firm.
Mr. Ludlow was a Vice President at Affiliated Computer Services, Inc. (ACS), a $6.5 billion, Fortune 500 company in the business process and information technology outsourcing industry. He was responsible for integrating new acquisitions, internal business improvement consulting, negotiating complex contracts with Fortune 100 clients, and legal and accounting compliance.
Prior to ACS, Mr. Ludlow practiced M&A, corporate, and securities law at Hallett & Perrin, P.C., where he represented various publicly-traded and privately-held businesses in connection with public offerings of equity and debt, private placements of equity, venture capital and leveraged financing. He also represented various businesses in connection with mergers and negotiated acquisitions of assets and securities. Prior to working as an attorney, Mr. Ludlow worked at Dallas Semiconductor Corporation, a $350M manufacturing company where he held several accounting and finance positions and ultimately earned the position of Manufacturing Controller.
Mr. Ludlow received his JD from Southern Methodist University School of Law and a BBA in Accounting from the University of Texas at Arlington. He is a member of the State Bar of Texas and a Certified Public Accountant.
David Post has been an Operating Senior Advisor with EQT Partners since 2023. He supports EQT’s Global Technology Sector Team in investment diligence, portfolio company value creation, and portfolio operations. David also serves as the Chairman of both Storable and Billtrust. Prior to joining EQT Partners, David held CEO and other C-level roles across numerous PE-backed software companies including Kibo Commerce, Omnitracs, MRI Software, and Sunquest Information Systems. In addition, David was previously the President of VCG, the value creation arm of Vista Equity Partners. Earlier in his career, David worked in both the ERP and PPM software sectors. David has a BS in Management Information Systems from Seton Hall University’s Stillman School of Business and an MBA from Duke University’s Fuqua School of Business.
Chris is a Partner and co-founder of Trive Capital. Chris sits on the Investment Committee of Trive and on the board of directors at most of Trive’s portfolio companies. Chris has responsibility for sourcing, executing, and managing investments which he has done historically across a variety of industries, situations, and security types.
Prior to co-founding Trive, Chris was a Principal at Insight Equity, a Dallas, TX area private equity firm. Chris was with the management consulting firm Bain & Company prior to Insight Equity where he worked with companies across industries and situations.
Chris received his MBA from the Stanford Graduate School of Business. He also holds a BS in Computer Engineering, Magna Cum Laude, from Texas A&M University.
Josh Armstrong is deputy managing editor for Mergermarket in North America. He founded the Southeast US editorial bureau in 2018, building out Mergermarket's coverage in the region from a home base in Charlottesville, Virginia. He previously oversaw financial services coverage at S&P Global Market Intelligence and did a little bit of every job at the Fairbanks Daily News-Miner in Alaska.