Join NACD Colorado and our sponsor EY for this roundtable discussion focused on supporting directors to be more savvy about the PE marketplace--directly and indirectly. We’ll discuss the value drivers that PE firms examine when considering targets, how to work seamlessly with a private equity partner, and aspects to consider when selecting a potential private equity investment partner.
Topics to be covered during the session include:
Board considerations for seeking, selecting, and working with a private equity sponsor
Board members’ approaches to prioritizing and implementing business value drivers, including a 100-day plan post-close for transactions
Overall thoughts on the deal market given the large amount of private equity dry powder in the marketplace, rising interest rates, and the unprecedented level of deal activity for several years
This session is open to all directors, although those who may find the session most valuable include:
Board members of companies with current PE sponsors or companies considering PE investment / partnership
Board members of companies seeking to grow through acquisitions
Tom Moore has more than 20 years’ experience in mergers, acquisitions and divestitures. He has focused on advising corporate clients and private equity clients in the Bay Area and more recently in the Colorado marketplace.
Prior to joining EY, Tom was a Vice President in Leveraged Finance responsible for underwriting senior debt transactions. Tom has led numerous multi-service buy-side and sell-side engagements for corporate and private equity acquirers and sellers. Buy-side engagements have focused on supporting potential buyers’ decision process around the strategic valuation drivers. Sell-side experience has ranged from client whitepaper support around certain focused objectives to full scope branded reports in order to assist the management team during the divestiture process.Tom received an M.B.A. from the Kellogg Graduate School of Management in Illinois and a B.S. in Accounting and Business Administration from the University of Kansas. Memberships include the AICPA and he is a licensed CPA in Colorado.
Partner/Principal | Americas Advisory Strategy, EY
Kris Pederson is a seasoned executive with 25 years of management consulting, auditing, financial analysis, and corporate board experience. She currently leads EY's strategy and customer practices with deep skills in strategic transformation and expertise in purpose-led transformation. She is an expert in large-scale business transformation associated with business process and system integration efforts. She currently sits on the board of directors for NACD Colorado and Windward Reports.
Bob Caruso has extensive senior management experience with Fortune 500 companies such as Alcoa and Coors and small to midsized firms such as Applied Science and Technologies in the capacities of CEO, president, and divisional VP/GM. Caruso's industry background is in aerospace, manufacturing, technical services, technology development/commercialization, and management consulting. He currently sits on the board of NACD Colorado and Steffes Corporation.