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Where are the Deals?! Private Equity and Venture Capital Best Practices in Deal Origination
   
The quality of the deals you originate is one of the greatest drivers of your success as an investor. What are you doing to improve your deal flow? And how can operating executives get involved in bringing deals to private equity investors?

David Teten is CEO of Teten Advisors, which specializes in advising private equity and venture capital funds on accelerating deal flow, portfolio company executive optimization and recruiting, and due diligence. In 2009, he will release the results of the first study of best practices in venture capital and private equity deal origination, based on interviews with over 125 professional investors, his work with a range of institutional investor clients, and research he conducted in writing his book, The Virtual Handshake: Opening Doors and Closing Deals Online.  Special thanks to Grant Thornton for their support of this event.  Our program will discuss: 

  • How can operating executives who want to be owner-operators position themselves to gain capital backing from private equity investors?
  • How are you positioning yourself to become your target's preferred investor?
  • In the current tough climate, how can you lower your deal origination costs?
  • What does research on deal-origination indicate are the primary sources of deal flow for institutional investors?
  • What are you doing to identify companies that might be interested in being approached?
  • What are the earmarks of a potential investment opportunity?
  • How are you systematically identifying industries/situations in which you may be able to create new companies, rather than find existing companies?
  • How do you increase your inflow of useful referrals?
  • What is the best way to make warm cold calls? 

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See a sneak preview of the slides here.

Program details:
Date: October 7, 2009
Schedule:    6:30 pm - No host cocktail hour, including generous complimentary hors d'oeuvres.
                   7:30 pm - Presentation
Cost:  $25 Members / $35 Non Members.
Location:     Luxe Hotel 11461 Sunset Blvd (405/Sunset)
Parking:  $7 valet or street parking along Church Street
 

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Speaker Biography

David Teten is CEO of Teten Advisors, which specializes in advising private equity and venture capital funds on accelerating deal flow, portfolio company executive optimization and recruiting, and due diligence. In 2009, he will release the results of the first study of best practices in venture capital and private equity deal origination, based on interviews with over 125 professional investors, his work with a range of institutional investor clients, and research he conducted in writing his book, The Virtual Handshake: Opening Doors and Closing Deals Online.  The Virtual Handshake is the first business book about how you can originate investment opportunities, raise capital, and win new clients with online networks, blogs, and other Web 2.0 technologies.  The deal origination study will be published in the Journal of Private Equity (an Institutional Investor publication).  David’s coauthor on the study is Chris Farmer, formerly of Bessemer Venture Partners.   David was most recently a Managing Director with Evalueserve, a global research and analytics company. Founded in 2000, Evalueserve has over 2,500 employees. Among its 1,100 clients are 6 of the top 10 investment banking entities and 10 of the top 15 strategy consulting firms. David was previously Founder and CEO of Circle of Experts, an investment research firm acquired by Evalueserve. David was formerly Founder and CEO of Teten Recruiting, an executive recruiting firm acquired by Accolo, #42 on the 2007 Inc. 500 list. He was also formerly Founder and CEO of an investment bank focusing on serving the internet domain name asset class, which he built to 450 customers. He worked with Bear Stearns’ Investment Banking division as a member of their technology/defense mergers and acquisitions team, and was a strategy consultant with Mars & Co. David holds a Harvard MBA and a Yale BA, both with honors. 

David is a frequent keynote speaker to audiences such as Franklin Templeton; CEO Trust; Association for Corporate Growth; the Vistage CEO Community; Alliance of Merger & Acquisition Advisors; Kauffman Fellows program; CFA Institute; and IRC Alternative Investment Summit. He has twice received the highest ratings of any speaker at a conference.  David sits on the Advisory Boards of Accolo, Grouply, Dancetime Publications, and the Word of Mouth Marketing Association.

 

This program is sponsored by Grant Thornton.  The people in the independent firms of Grant Thornton International Ltd provide personalized attention and the highest quality service to public and private clients in more than 100 countries. Grant Thornton LLP is the U.S. member firm of Grant Thornton International Ltd, one of the six global audit, tax and advisory organizations. Our vision is to be a firm comprised of empowered people providing bold leadership and distinctive client service worldwide. As such, Grant Thornton understands the unique needs and strategies of private equity firms and their professionals. Throughout the life cycle of a fund, we deliver timely value through our audit, tax and other advisory services.


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Event Dashboard:
When: Wednesday, 10/7/09 at 6:30pm - 9:30pm | iCal
Location   Luxe Hotel
11461 Sunset Boulevard
Los Angeles, CA 90049
Look Who's Coming:
Jordan Burkart
Theodore Fekula
Theodore Fekula
Stephanie Granato
Yaoshiang Ho
Sean Jacobsohn
Sarah Jacobsohn
Scott Johnson , Emergent Game Technologies
Geoffrey Selzer , Emergent Game Technologies
Jieho Lee , Blue Horizon Capital
Zachary Holdsworth , Blue Horizon Capital
Thomas Mooney , Trade Winds Venture Partners
Arturo Litwak , Trade Winds Venture Partners
Silas Myers , Mar Vista Investment Partners, LLC
Jay Newman , Los Angeles Business Capital
Ryan Sacco , American Capital
Jon Walls , Principle Management Consulting
Stephen Yeich
Guy Zaczepinski
Joshua Brost
Louis Sterling
Sebastien Vanackere , Soolars
Mark Landay
Emily Keeton
David Scott
Ben Goodman , Shackleton Equity Partners
Jordan Lampos , Shackleton Equity Partners
Joanna Zhang , RNC Genter Capital Management
William Kuntz
Jeffrey Lee
Ryan Smiley , Riordan, Lewis & Haden
August Gerhardt
... a total of 34 guests.
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