SI Private Capital

We're excited to announce that some members are rolling on to the ACG Tampa Bay board! Henry Gonzalez III, SI Private Capital Hillary Rogers, NOW CFO Christopher Swink, Northern Trust Greg Feldman, Marshall & Stevens Incorporated Jason Russek, City National Bank of Florida Congratulations to our new board members! 🎉

Last month's Investor "Reveal" was packed and truly amazing! We're looking forward to all the new opportunities and deals to be made with our local PEGs and Family Offices. Our members were able to find out who the local PEGS and Family Offices were, what their "target" deal looks like, what their current funds are, deal structure, size, and location! Additionally, thank you to Strategy Partners Group LLC for sponsoring this event!

Join us on May 21, 2024 5:30 PM - 8 PM at the University Club of Tampa (1201 North Franklin Street, Tampa, FL 33602) for The Investor "Reveal"! Bring new opportunities and potential deals to our local PEGs and Family Offices. Additionally, find out who they are, what their "target" deal looks like, what their current funds are, deal structure, size, and location! With over 340 M&A professionals as members of ACG Tampa Bay, we want to provide the opportunity to source deals! Meet Private Equity Groups and Family Offices to learn who they are and what their target deal looks like! Thank you to Strategy Partners Group LLC for sponsoring this event!

A huge shoutout to all our fantastic attendees and sponsors who made the 2024 TMA Florida Annual Conference an absolute blast. We smashed records with an incredible turnout of 140 guests, making it our biggest event yet! Check out the highlights below, featuring two action-packed days jam-packed with enlightening panels, dynamic keynote presentations, and even an exciting Bourbon Tasting event. Not to mention, there was ample opportunity for networking and forging new connections. Together, we also raised an impressive $2,500 for Support the Troops! Thank you to everyone who contributed to making this event an unforgettable success. Watch the recap and relive the excitement! #TMA #TMALightstheWay #TMAProud

2nd Breakout Session Announced - Junior / Creative Capital Panel Step into the world of innovative junior capital strategies with our "Junior / Creative Capital Panel." Explore unique deal structures supported by subordinate lenders, alternative class lenders, and cash flow lenders as our panelists share their experiences, highlighting successful frameworks, cautionary tales, and nuanced insights. Join us to uncover the contexts where these strategies thrive and where they face challenges, empowering you to navigate the dynamic landscape of deal financing effectively. Panel: - Steve Stagg - Partner, EROC Advisors  - David McReynolds - Managing Partner, Five Crowns Capital - Robert Orr - Principal, Sandton Capital Partners - Richard Mocsari - Managing Partner & Chief Investment Office, SI Private Capital https://lnkd.in/gFC3UR6S #JuniorCapital #CreativeCapital #DealFinancing #FinanceStrategies #SubordinateLenders #AlternativeLenders #CashFlowLending #DealStructures #CapitalInsights #FinancialInnovation

2nd Breakout Session Announced - Junior / Creative Capital Panel Step into the world of innovative junior capital strategies with our "Junior / Creative Capital Panel." Explore unique deal structures supported by subordinate lenders, alternative class lenders, and cash flow lenders as our panelists share their experiences, highlighting successful frameworks, cautionary tales, and nuanced insights. Join us to uncover the contexts where these strategies thrive and where they face challenges, empowering you to navigate the dynamic landscape of deal financing effectively. Panel: - Steve Stagg - Partner, EROC Advisors  - David McReynolds - Managing Partner, Five Crowns Capital - Robert Orr - Principal, Sandton Capital Partners - Richard Mocsari - Managing Partner & Chief Investment Office, SI Private Capital https://lnkd.in/gFC3UR6S #JuniorCapital #CreativeCapital #DealFinancing #FinanceStrategies #SubordinateLenders #AlternativeLenders #CashFlowLending #DealStructures #CapitalInsights #FinancialInnovation

ZKS was pleased to host our first Executive Briefing of 2024 yesterday afternoon. ZKS attorneys, Andrew Thompson, Erin Gray, and Lindsay Richmond led an engaging panel discussion on the Corporate Transparency Act (CTA) and what the requirements and guidelines are now that this legislation is in effect. If you need help navigating the CTA requirements, please reach out to us and our CTA and Registered Agent team will be happy to assist! #cta #corporatetransparencyact #registeredagent

Last Friday's event was truly remarkable! It was so fascinating listening to our amazing panel (Tiffany Cason, Richard Mocsari, Gretchen Perkins, and Beth Cahill) discuss how the debt environment will effect the market! Special thank you to Frank Harris and Kirk Robbins, MBA of Strategy Partners Group LLC! We can't wait to see you all at our next event!

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