XPX Atlanta: June Virtual Workshop – Private Equity and how it can be a partner in M&A (ATL Members Only)

A follow-up for a deeper dive by popular request from May’s luncheon and an opportunity for our members to engage in a more intimate Q&A and for those who have missed last month, to still tap into the insights of professionals in our community. We bring Tim Templeton from Trivest back to discuss how Private Equity, when vetted and engaged appropriately, can be a powerful partner in an owner’s exit plan.

Questions and topics brought up in our last luncheon:

- What is a second bite at the apple and how can PE help facilitate this?

- How does a minority stake from PE work?

- What are some deal structures that differentiates each PE in the way they conduct M&A deals with business owners?

There were poignant questions brought up during the luncheon, so, don’t be shy if you missed it if you want to ask it at this workshop! There will be ample time set aside to have this be an interactive Q&A.

Our Speaker:

Tim Templeton
Trivest

Tim Templeton is a member of the Business Development team at Trivest Private Equity, where he focuses on building relationships with entrepreneurs, advisors, and intermediaries across the lower middle market. He works to identify partnership opportunities and connect business owners with Trivest’s resources and long-term investment approach. Tim brings a relationship-driven perspective to the market and is passionate about helping founders navigate important decisions around growth, succession, and transition planning.

Since 1981 Trivest has partnered with more than 500 founders and currently has 55 portfolio companies across the United States and Canada, averaging 60+ investments annually.

Registration Fees:

XPX Atlanta Members Only: Free
Connection details will be sent once you register.