December in Miami.

Event 02  ·  Breakfast conference

The Sunbelt Acquisition Playbook: Creating Value Through Strategic Acquisitions

A candid discussion on lower-middle-market private equity deals in Florida, bringing together SFOs, PE principals and dealmakers to debate how to source, price, finance and close acquisitions.

Your morning

1. 9:30 a.m.Breakfast and introductionsMeet family offices and PE investors.
2. 10:00 a.m.The debateFour dealmakers, one topic, your questions.
3. 11:00 a.m.Networking coffeeMeet co-investors and capital partners.

What we will debate

1. 01Finding the deal

   Is the best Florida opportunity found in a sale process, or before one starts?

2. 02Structuring it

   Should a family office buy directly, back a sponsor, or build a platform with a partner?

3. 03Pricing and closing

   What turns an attractive company into an attractive acquisition at the right price?

On stage

Four dealmakers. Real transactions. No sales pitches.

• Single-family office principalOwning, governing and co-investing in private companies.
• Lower-middle-market PE principalUnderwriting, deploying capital and building platforms.
• Ponderis PartnersProprietary deal flow and disciplined buy-side execution.
• Acquisition-finance expertDebt capacity and financing structures that hold up.

Led by an experienced dealmaker who keeps every answer concrete and invites the room in.

Why attend

• Family office principalsSee when to own companies directly, back a sponsor or partner on a platform, and whether to build an acquisition team in-house.
• Private equity principalsSharpen proprietary sourcing, platform and add-on selection, debt capacity and underwriting for a Florida-focused strategy.
• A different kind of panelNo slides and no pitches. Speakers take positions, challenge each other and answer your questions first.