6 pm CDT | 7 am HKT | 12 am BST

Adjunct Assistant Professor Brian O'Connor, '08, discusses imporant valuation considerations as it relates to the Entrepreneurship Through Acquisition process.

Where

Online Webinar
Chicago, Illinois

Event Details

Join Joe Cortese, '10, Chicago Booth Alumni Club Co-President, and Brian O'Connor, '08, Adjunct Assistant Professor of Entrepreneurship at Booth and Founder – Managing Partner of NextGen Growth Partners, for the third webinar in our Entrepreneurship Through Acquisition (ETA) series. This program will focus on important considerations as it relates to valuing potential acquisition targets. There will be an opportunity to ask Brian questions as well.

Watch our previous webinars: ETA 101 and ETA 201.

Cost

No Charge

Registration

Register Online

Zoom information will be shared after registration.

Deadline: 8/18/2020

Speaker Profiles

Brian O'Connor (Speaker) '08
Founder & Managing Partner, NextGen Growth Partners
https://nextgengp.com/

Brian O'Connor is the Founder and Managing Partner of NextGen Growth Partners ("NGP"), a lower-middle market private equity firm that partners with talented entrepreneur-operators to acquire and build great companies in growing industries. The firm was founded in 2015 on the belief that there is significant opportunity for value creation when fundamentally sound small businesses are led by the best and brightest entrepreneurial-minded operators.

Prior to founding NGP, Brian served as co-CEO and Head of Business Development of Innflux, a hospitality-focused IT service company, where he oversaw sales / marketing, business development, M&A and investor relations functions. Innflux was sold to strategic buyer Thing5 in January 2015, after 3.5 years of significant growth. Brian became involved with Innflux after acquiring the business, through his search fund Fellowship Capital Partners ("FCP") in 2011.

Prior to founding FCP, Brian was a vice president with Equity International, a middle market growth private equity fund. Brian was responsible for sourcing, evaluating, underwriting and closing new investment opportunities, as well as working closely with portfolio companies post-acquisition on operations and business strategy.

Brian also serves as Board Member and Treasurer for Distinctively College Bound, a non-profit focused on creating opportunities for students to participate in extracurricular activities that cater to their individual talents and interests and promote continued education.

Brian holds an MBA from the University of Chicago Booth School of Business with concentrations in entrepreneurship, finance, accounting and international business. He is also a graduate of Miami University (Ohio) with a double major in finance and management information systems.

Joe Cortese (Moderator) '10
Principal, Senior Consultant, DiMeo Schneider & Associates, LLC
www.dimeoschneider.com

Joe joined DiMeo Schneider in 2008. He provides investment consulting services to family offices, nonprofit organizations, high net worth investors and other financial institutions as part of the firm's Financial Institutions Outsourcing Practice. Joe gives advice and expertise on all facets of effective investment program design including establishing investment objectives, asset allocation and portfolio design, investment research and due diligence and overall practice management. Joe is also a member of the firm's Private Markets Research Team. Prior to joining the firm, Joe worked for Morgan Stanley's Private Wealth Management Office and as a Managing Director for an investment management firm implementing a value-focused, long/short equity strategy based on University of Chicago Booth research. Joe earned his MBA with concentrations in Analytic Finance and Accounting from the University of Chicago Booth School of Business and a BBA with a Certification in Entrepreneurial Management from the University of Iowa. Joe is a member of UNICEF's NextGen Junior Board as well as Co-Founder of the Hawkeye Business Development Group of Chicago. Joe is currently serving as the Co-President of the University of Chicago Booth School of Business Alumni Club and is a frequent contributor to a number financial media outlets including podcasts and the TD Ameritrade Network.

Questions

Joe Cortese, '10