Private Equity – A Second Bite at the Apple

GREATER LOS ANGELES VIRTUAL CHAPTER EVENT

Private Equity - A Second Bite at the Apple


Hear from Private Equity Advisors about the pros and cons of a rolled equity into a NewCo. What can happen, what should happen, and how to predict with some clarity. Also, hear from a client who benefited from a second bite at the apple and the journey they took with the Private Equity firm.

Learning Objectives:

  • Understand the purpose of rolled equity.
  • How can rolled equity be a boon to the family in a short timeframe.
  • Gain insights from a business owner who went through a rolled equity transition.

 

About the Presenters:

Learn from industry experts, Greg Robinson, Managing Partner, RLG Capital, John Newman, Principal, Capital Partners, and Beau Lewis, CEO, Lewis Cabinet.

Meet the Presenters

 

Thank you to our Sponsors!

 

EXIT PLANNING IS GOOD BUSINESS STRATEGY

The EPI Local Chapter is different than other groups because it brings together a diverse group of professionals from a wide range of specialties that can naturally work collaboratively on exit planning, succession planning, value growth, transaction or any engagement from both sides of the equation. The chapter meets regularly to network, reconnect, grow knowledge, and sharpen their skills with a common goal: Change the outcome for transitioning business owners. Make plans to join us for future events and connect with the local leadership by visiting www.EPILosAngeles.org.

About the Presenters


Greg Robinson

Greg Robinson

Managing Partner, RLG Capital

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John Newman

John Newman

Principal, Capital Partners

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Beau Lewis

Beau Lewis

CEO, Lewis Cabinet

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