Wharton ETA Club

Featured Panel | Financing in Today’s Environment Announcing our next afternoon panel, “Financing in Today’s Environment" at Wharton’s 2024 ETA Summit today, March 22nd! Hear perspectives from industry veterans on the types of solutions and strategies to navigate financing all aspects of your search, especially during the unique circumstances of today. Thank you to Wharton Professor Robert Chalfin for moderating this panel and to our panelists Marshall Johnson, Lisa Forrest, and Bruce Marks, MBA, CMAA for sharing their valuable experience and advice. Looking forward to seeing you at the Summit!

Featured Panel | Perspectives from Founder Sellers of Search-Acquired Companies Announcing our next late morning panel, “Perspectives from Founder Sellers of Search-Acquired Companies" at Wharton’s 2024 ETA Summit on March 22nd! Hear a different side to the search process from former owners who sold their businesses to a searcher. Learn more about how to build a trusting relationship with sellers to differentiate yourself as a searcher and maximize outcomes for all parties. Thank you to Jeff Stevens for moderating this panel and to our panelists Brent Hyland, Sidney Sommer, and Cori Criss for sharing their valuable experience and advice. Looking forward to seeing you at the Summit! https://lnkd.in/ee5x9tw5

Featured Panel | Alternative Forms of ETA Announcing our first afternoon panel, “Alternative Forms of ETA" at Wharton’s 2024 ETA Summit tomorrow, March 22nd! Join us for a conversation on the different paths to Entrepreneurship outside of traditional search funds, including self-funded searches, accelerators, holding companies, family offices, and more. Thank you to Wharton Professor and successful searcher Charbel Zreik for moderating this panel and to our panelists Michael Orzetti, Sean O'Neill, John F. Mahony, and Linh Tran for sharing their valuable experience and advice. Looking forward to seeing you at the Summit! https://lnkd.in/ee5x9tw5

Featured Panel | Recruiting in a Distressed Labor Environment Announcing our first afternoon panel, “Recruiting in a Distressed Labor Environment" at Wharton’s 2024 ETA Summit tomorrow, March 22nd! Hear from investors, current operators, and former searchers on their diverse approaches to attract and maintain top talent during distressed financial and operational periods. Thank you to Jason Jackson for moderating this panel and to our panelists Stephanie Warner, Mark Sinatra, Stephen Goddard, and Josh Medow for sharing their valuable experience and advice. Looking forward to seeing you at the Summit! https://lnkd.in/ee5x9tw5

Featured Panel | Software Acquisitions Announcing our next late morning panel, “Software Acquisitions" at Wharton’s 2024 ETA Summit on March 22nd! Hear the perspectives from investors and operators on how to effectively research, acquire, operate, and exit a business in the software sector, the largest industry category for searchers. Thank you to Aaron Perrine for moderating this panel and to our panelists Steve Divitkos, Promise O., and Scott Barstow for sharing their valuable experience and advice. Looking forward to seeing you at the Summit! https://lnkd.in/ee5x9tw5

Featured Panel | Negotiations: From Acquisition to Sale Announcing our first late morning panel, “Negotiations: From Acquisition to Sale" at Wharton’s 2024 ETA Summit on March 22nd! Join us for a discussion on tips and strategies for obtaining an edge in negotiations while maintaining strong relationships with sellers, business partners, investors, and more.? Thank you to Wharton Negotiations Professor, Nazl? Bhatia, PhD, for moderating this panel and to our panelists Raam Jani, Max F., Travis Reese, and Shaun Rader for sharing their valuable experience and advice. Looking forward to seeing you at the Summit! https://lnkd.in/ee5x9tw5

Featured Panel | CEO Tough Calls Announcing our last early morning panel, “CEO Tough Calls" at Wharton’s 2024 ETA Summit on March 22nd! Join us for a conversation around the unique difficulties and opportunities that come with running a search-acquired business. Our panelists have years of experience operating and advising and will share what they’ve learned handling and anticipating tough calls in people management, finance, and more. Thank you to Jim Edmunds for moderating this panel and to our panelists Brittany Collins, Tommy Keyes, Rob Cherun, and Vincent K. for sharing their valuable experience and advice. Looking forward to seeing you at the Summit! WhartonETASummit2024.com

Featured Panel | Due Diligence Lessons Learned Announcing our second early morning panel, “Due Diligence Lessons Learned" at Wharton’s 2024 ETA Summit on March 22nd! Join us for a conversation on risks and best practices uncovered during diligence phases. Our panelists will share their experiences, including the good and the bad, when diligencing companies in the preliminary, confirmatory, and operating phases. Thank you to Wharton Professor, Bob Borghese, for moderating this panel and to our panelists Neal Jacobs, Lori Harrington, Patricia Riopel, and Paul (Lew) Davies III for sharing their valuable experience and advice. Looking forward to seeing you at the Summit! https://lnkd.in/ee5x9tw5

Featured Panel | Riches in the Niches Announcing our first early morning panel, “Riches in the Niches" at Wharton’s 2024 ETA Summit on March 22nd! Join us for a conversation on how to identify and scale business opportunities in niche markets. Our panelists will share experiences on navigating the search process, both as investors and operators, and the unique challenges across searching, acquiring, and operating these types of businesses. Thank you to Kurt Leedy for moderating this panel and to our panelists Jason Vahn, Kevin Oxendine, Saumil Jariwala, and Caroline Chapdelaine for sharing their valuable experiences and expertise. Looking forward to seeing you at the Summit! WhartonETASummit2024.com

Featured Panel | Riches in the Niches Announcing our first early morning panel, “Riches in the Niches" at Wharton’s 2024 ETA Summit on March 22nd! Join us for a conversation on how to identify and scale business opportunities in niche markets. Our panelists will share experiences on navigating the search process, both as investors and operators, and the unique challenges across searching, acquiring, and operating these types of businesses. Thank you to Kurt Leedy for moderating this panel and to our panelists Jason Vahn, Kevin Oxendine, Saumil Jariwala, and Caroline Chapdelaine for sharing their valuable experiences and expertise. Looking forward to seeing you at the Summit! WhartonETASummit2024.com