X-Factor

Rob Rossi, President of Risecor, shares his expertise in navigating add-on acquisitions. He discusses critical practices for successful integration, emphasizing the importance of data management and streamlined processes. Rob highlights the role of single-point accountability and the need for effective risk management strategies. He also explores how external firms can enhance efficiency by mitigating biases. With practical case studies, the conversation sheds light on avoiding common pitfalls during integration and leveraging external expertise for optimal outcomes.

Keith Buckley, CEO of Zytec Systems, discusses the importance of governance in private equity. Bob Craycraft, CEO of Cadence Petroleum Group, shares strategies for navigating sponsor relationships and setting realistic expectations. Heather Zorge, CFO of Hippo Veterinary Group, emphasizes balancing different agendas to forge constructive partnerships. The panel delves into communication strategies, authenticity in hiring, and managing underperformance, highlighting that transparency is key to successful sponsor-executive dynamics.

Jeff Ralyea, an Executive Advisor at AEA Investors LP and seasoned Board Member, shares his expertise on creating impactful board packages. He emphasizes the importance of shifting from a survival mindset to leveraging board insights for better outcomes. The discussion covers strategies for presenting financial metrics clearly and tailoring communication for diverse stakeholders. Ralyea also highlights the need for transparency and preparation to foster trust during meetings, and offers tips for effective board dinners that balance relationship-building with performance transparency.