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  • Exit Planning Exchange
Exit Planning Exchange
Sep
06

XPX Houston Case Study: Private Equity Off-Ramp for Family and Founder Owned-Businesses

Details

Date & Time

Wed, Sep 6th, 2023 ⋅ 4:00pm - 6:30pm (CDT)

Location

The Briar Club 2603 Timmons Lane Houston, TX 77027

Tickets

Houston Members
$0.00
Non-Member
$50.00
Non-Member Same Day/Walk-in Fee
$60.00
Guests

Registrants

45 people attended
Gregory Kostiuk of StratEX Sales LLC is a member of XPX Houston
Michael Landers of UHY LLP is a member of XPX Houston
Kevin Foyteck of Stout is a member of XPX Houston
James Hintz of HST Tax Advisory Group, LLLP is a member of XPX Houston
Brett Moyer of Moyer Lewis LLP is a member of XPX Houston
+40
For private companies looking at a potential exit via a sale, private equity firms comprise a significant percentage of the acquirer universe. Join the Houston XPX Chapter as we dive into a case study of an actual transaction which highlights an example of how transactions with private equity acquirers come to fruition. We’ll discuss how private equity firms approach transactions, including typical structures and terms, due diligence, and post-transaction involvement.


Our Speaker:


Jack Chang
Managing Director
DGP Capital

Jack Chang is the founder and a Managing Director at DGP Capital, an independent investment bank focused on industrial, manufacturing, business services and energy sectors.

Jack has executed over $7 billion in transactions within the energy and industrial sectors. Previously, he was a Director within GE Venture’s Oil and Gas Investment team, and an Associate Director within UBS’ Energy Investment Banking group. Prior to UBS, he was on Tyco International’s corporate M&A team. Jack earned his BS in Electrical Engineering and MBA from the University of Texas at Austin. 

Agenda:

4:00 – 4:30pm  Registration and Light Networking
4:30 - 5:30pm  Program
5:30 – 6:30pm  Member Social 


REGISTRATION FEES:

Online Registration is required for an accurate headcount of the event.

XPX Houston Members: No Charge

Non-members: $50.00
Non-members Same Day/Walk-in Fee: $60.00

Registration covers food and beverage.  

Cancellation Policy: You may request to cancel your registration for a full refund, up to 72 hours before the date and time of the event.  If you miss the deadline, the sale is final. We are unable to issue a credit towards another meeting or individual, no substitutes/not transferable. 


THANK YOU TO OUR EVENT SPONSOR:


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Guests
Registrant lists may take up to 24 hours to update on Events pages.
Gregory Kostiuk of StratEX Sales LLC is a member of XPX Houston
Gregory Kostiuk
StratEX Sales LLC
Michael Landers of UHY LLP is a member of XPX Houston
Michael Landers
UHY LLP
Kevin Foyteck of Stout is a member of XPX Houston
Kevin Foyteck
Stout
James Hintz of HST Tax Advisory Group, LLLP is a member of XPX Houston
James Hintz
HST Tax Advisory Group, LLLP
Brett Moyer of Moyer Lewis LLP is a member of XPX Houston
Brett Moyer
Moyer Lewis LLP
EP
Edgar Pelaez
Avanssara LLC
WB
Will Bateman
www.uhy-us.com
Barbara Stewart of Accelus Partners LLC is a member of XPX Houston
Barbara Stewart
Accelus Partners LLC
John McKee of Glaucon Capital Partners is a member of XPX Houston
John McKee
Encore Advisory Group
Joe Corkin of Davis/Chambers & Company, LLC is a member of XPX Houston
Joe Corkin
Davis/Chambers & Company, LLC
CM
Clay McKenna
Private Bank at JPMorgan
Philip Armes of Northern Trust is a member of XPX Houston
Philip Armes
Northern Trust
SC
Spencer Collins
Goldman Sachs
TA
Tom Anderson
Ferguson Alliance
Ryan Seifert of Teric Technology LLC is a member of XPX Houston
Ryan Seifert
Teric Technology LLC
Jack Chang of DGP Capital is a member of XPX Houston
Jack Chang
DGP Capital
Luis Chaves of Pangea Financial Group is a member of XPX Houston
Luis Chaves
Pangea Financial Group
CP
Clair Primm
Alliant Insurance Services, Inc.
Shelina Hawkins of Hawk INS Group, LLC is a member of XPX Houston
Shelina Hawkins
Hawk INS Group, LLC
AT
Austin Thomas
Jackson Walker LLP
Nancy Cailleteau Mills of WG Consulting is a member of XPX Houston
Nancy Mills
Lowenberg Consulting Group LLC
MB
Mason Brady
Brady CFO
Rusty Smith of EOS Worldwide is a member of XPX Houston
Rusty Smith
EOS Worldwide
Christine Hollinden of Hollinden Marketing Solutions, LLC is a member of XPX Houston
Christine Hollinden
Hollinden Marketing Solutions, LLC
WW
William Wu
Expense Reduction Analysts
Emily Schreiber of PNC Bank is a member of XPX Houston
Emily Schreiber
PNC Bank
AB
Allen Baker
USI
JL
Jeremy Lacy
Bridgepoint Consulting
AB
Adan Belgodere
Bridgepoint Consulting
Felipe Suarez of Financially Sound Solutions is a member of XPX Houston
Felipe Suarez
Financially Sound Solutions
Kevin Davis of BNY Mellon is a member of XPX Houston
Kevin Davis
BNY Mellon
Robert Latham of IBG Business M&A Advisors is a member of XPX Houston
Robert Latham
IBG / Altapraem M&A Advisors
JL
Jb Linder
Imperial
Doug Winnie of ActionCOACH of Central West Houston is a member of XPX Houston
Doug Winnie
ActionCOACH of Central West Houston
WG
Wendy Ghormley
wendy ghormley
AP
Andrea Paisley
Crady Jewett McCulley & Houren LLP
Steven Kesten
Steven Kesten
BoyarMiller
BM
Brian McCollough
NextStage Fractional, LLC
BS
Britt Sudduth
Sudduth Search, LLC
GL
Geoff Long
Holland & Knight
AM
Austin Matt
Empower CFO
Daniel Magill of ClearPath Results is a member of XPX Houston
Daniel Magill
ClearPath Results
AB
Alex Brokhin
Imperial
Dustin Williamson of vcfo is a member of XPX Houston
Dustin Williamson
vcfo