When:
Wednesday, April 13, 2022
12:00 PM to 1:00 PM
* Virtual Platform:
Zoom
* The Zoom details will be provided in a separate communication after successful registration.
Event Timeline:
12:00 PM
Welcome
12:00 - 1:00 PM
Virtual Presentation
(Including Q & A)
Registration & Cancellation Policies:
Register and/or send cancellations by noon on Tuesday, 4/12 to:
CPE Credit:
This event is eligible for 1 CPE credit. Virtual participants must attend from 12:00 PM – 1:00 PM and answer polling questions to receive credit.
Contact:
Michelle WeissFinancial Executives International
920.750.9110
michelle@mwcommunications.org
Session Topic
Case Studies in Private Equity and the Role of the CFO
Summary & Learning Objectives
This professional development session will review a couple of recent private equity investments in lower middle market companies (defined as companies having annual sales of $25 - $300 million). The case studies will walk through the early stages of a transaction including a review of the state of the business at acquisition, the acquisition financing and its financial profile, all the way through the key accomplishments during the course of ownership and final exit. The role of the CFO in each of the transactions will be highlighted with suggestions for those who are contemplating a financial leadership position in a private equity-owned company.
Attendees will learn about the life cycle of a typical private equity investment including: i) what a private equity firm looks for during the due diligence process; (ii) why a seller may be considering a sale to a private equity firm; (iii) what are the key components of a typical investment thesis; (iv) description of specific accomplishments to execute an investment thesis; and (v) final outcome and financial opportunity of the management team. Attendees will also learn about the role and contributions of the CFO in each of the case studies.
Damon Thome
Director | Mason Wells
As a Director of Mason Wells Buyout Funds, Mr. Thome is primarily responsible for supporting the funds' investment activities. In this capacity, Mr. Thome is responsible for initiating investment opportunities, conducting due diligence, negotiating debt financings, serving on the Board of Directors of portfolio companies, and working with portfolio company management teams.
Prior to joining Mason Wells in 2012, Mr. Thome worked as an Investment Banking Analyst at Piper Jaffray in Minneapolis where he was involved in numerous mergers & acquisitions, advisory and capital markets transactions in the industrial sector.
Mr. Thome is a member of the Board of Directors of Schoeneck Containers, Inc. Mr. Thome received a Master of Business Administration degree from Northwestern University’s Kellogg School of Management and Bachelor of Business Administration degrees with Distinction in Finance and Accounting from the University of Wisconsin - Madison.
Financial Executives International (FEI) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.
