ENTREPRENEURSHIP THROUGH ACQUISITION #5: STRUCTURING THE DEAL
Joe Cortese, '10, Chicago Booth Alumni Club Co-President, Brian O'Connor, '08, Adjunct Assistant Professor of Entrepreneurship at Booth and Founder – Managing Partner of NextGen Growth Partners, and Josh Dennis, '16, Principal at NexGen, will present the fifth webinar in our Entrepreneurship Through Acquisition (ETA) series. In this edition, we will discuss the process of structuring the acquisition, working through the transaction, and common pitfalls that can torpedo deals. We will also take questions from the audience.
Zoom information will be shared after registration.
Joe Cortese (Moderator) '10
Principal, Senior Consultant, DiMeo Schneider & Associates, LLC
Joe joined DiMeo Schneider in[redacted]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.
Brian O'Connor (Speaker) '08
Founder & Managing Partner, NextGen Growth Partners
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.
Josh Dennis (Speaker) '16
Principal, NextGen Growth Partners
Josh is a Founding Member and Vice President of NGP, where he is responsible for identifying, evaluating and executing investment opportunities, as well as monitoring portfolio companies.
Prior to NGP, Josh was with The Halifax Group, a middle market private equity firm focused on business / government services, transportation / logistics, infrastructure, and health and wellness.
Prior to Halifax, Josh was in the Investment Banking Division of Tudor, Pickering, Holt & Co., a Houston-based investment bank focused on the oil and gas industry.
Josh received a BBA from Texas Christian University and an MBA from Chicago Booth.