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On September 29, 2021 Hunt Scanlon Ventures is convening hundreds of executive recruiters, PE leaders, and investment bankers at The Harvard Club of New York to examine how executive search firms are funding expansion, raising growth capital, seeking PE growth partners, and acquiring rivals to stay competitive in one of the hottest markets in years.

If your search firm is preparing an expansion and in need of funding, seeking a private equity growth partner, considering a sale, developing an M&A strategy, setting up a continuity plan, or mapping an exit, we take a deep dive with the best experts across the field. We take you inside the latest deals to examine how investors themselves are assessing search firms – and evaluating risk.

We invite you to come meet key players in the PE community, shake hands with top executive search leaders, and discover your next move. Our formal sessions will include a continental breakfast followed by a networking break which will include mid-morning snacks. We end with a ‘champagne & nibbles’ gathering upstairs in the club where you will meet everyone one-on-one and exchange business cards!

Agenda

Welcome

A Special Thanks To Our Premier Sponsors

8:00AM-9:00AM

CONTINENTAL BREAKFAST

Larry Hartmann
9:00AM-9:30AM

THE ZRG STORY: ONE SEARCH FIRM’S GROWTH JOURNEY THROUGH KEY ACQUISITIONS

Larry Hartmann Chief Executive Officer – ZRG

In our opening presentation, Larry Hartmann – CEO of one of the fastest growing executive search firms – will discuss how he achieved sustained double digit growth through selected investments and key acquisitions. Mr. Hartmann will outline how two early rounds of private equity investment set the stage for an expansion strategy that has now been underway for more than five years with great success. He will then examine two top acquisitions he’s made and how they fit into his plan to create value and diversify. Mr. Hartmann will share his views on why search firms might consider an acquisition strategy as we enter a post-COVID-19 era of growth and expansion.

9:30AM-9:45AM

AUDIENCE Q&A

Tobey Sommer
9:45AM-10:15AM

EXAMINING TOP VALUATION METRICS IN EXECUTIVE SEARCH

Tobey Sommer Managing Director – Truist Securities

In this special presentation, Tobey Sommer – one of the most respected analysts covering the business services market today – will examine how investors, and Wall Street, assess and evaluate executive search firms. He will outline key valuation metrics that investors consider and, as importantly, Mr. Sommer will discuss key risks that investors focus on when evaluating investments across the sector. Mr. Sommer will also provide his views on the measures that executive search firms can take to attract capital investments.

10:15AM-10:30AM

AUDIENCE Q&A

Networking Break

10:30AM-11:00AM

11:00AM-11:30AM

WHY PRIVATE EQUITY FIRMS SEE VALUE IN SEARCH FIRMS

In just the last few years, private equity firms have taken investment positions in more than a dozen executive search firms. These PE sponsors see growth and expansion in key verticals, including life sciences, green tech and sustainability, healthcare, higher education, interim leadership, technology, and across the private equity space itself. In this panel discussion, three leading PE investment professionals discuss why they have taken equity stakes in selected search firms. They will also share their views on why executive search is likely to be a human capital solutions investment leader, and how small and mid-sized recruiters can best position themselves as possible acquisition targets, seek acquisitions of their own, and when mezzanine capital makes most sense.

Harry Somerdyk
Chief Talent Officer
RFE Investment Partners

Tom D’Ovidio
Partner 
ShoreView

Matt Konkle
Senior Managing Director & Head of Industry Teams
G2 Advisors

11:30AM-11:45AM

AUDIENCE Q&A

Ryan Cleland-Bogle
11:45AM-12:15PM

WHY EXECUTIVE SEARCH FIRMS MAKE GOOD INVESTMENTS

Ryan Cleland-Bogle Chief Executive Officer – Tempting Ventures

Savvy investors want to invest in businesses with long runways ahead. Executive search firms fit that bill – but not all are created equal. In this provocative session, Ryan Cleland-Bogle – CEO of Tempting Ventures – outlines his evaluation techniques and the metrics he applies when evaluating investments in small cap search firms, start-ups, and in the entrepreneurs themselves. Mr. Cleland-Bogle will discuss how Tempting Ventures strategically positions the executive recruiting brands it acquires by exploiting niches to scale quickly. You will not want to miss this closing session.

12:15PM-12:30PM

AUDIENCE Q&A

12:30PM-1:30PM

VIP Champagne Reception

A steady wave of M&A activity is sweeping across the top-end executive recruiting solutions sector. In hot pursuit: Private equity firms, investment banks, super boutiques, and multi-billion dollar consultancies seeking new platforms – and investment opportunities – to drive growth.

On September 29, 2021 Hunt Scanlon Ventures is convening hundreds of executive recruiters, PE leaders, and investment bankers at The Harvard Club of New York to examine how executive search firms are funding expansion, raising growth capital, seeking PE growth partners, and acquiring rivals to stay competitive in one of the hottest markets in years.

If your search firm is preparing an expansion and in need of funding, seeking a private equity growth partner, considering a sale, developing an M&A strategy, setting up a continuity plan, or mapping an exit, we take a deep dive with the best experts across the field. We take you inside the latest deals to examine how investors themselves are assessing search firms – and evaluating risk.

Executive search firms are today highly attractive to investors. They are expanding rapidly, diversifying into new business, and going global. Investors see a multi-billion industry at a crossroads, and in need of capital funding to accelerate growth. Human capital leaders, search firm founders, and M&A investment professionals come together to offer up surprising recommendations for anyone considering this path.

Come join our exclusive network of human capital professionals and investment experts for a captivating half-day event on September 29, 2021 at the prestigious Harvard Club of New York. Our thought-provoking presentations and Q&A sessions exploring growth, expansion, and M&A risk evaluation is a must-attend event.

Meet key players in the PE community, shake hands with top executive search leaders, and discover your next move. Our formal sessions will include a continental breakfast followed by a networking break which will include mid-morning snacks. We end with a ‘champagne & nibbles’ gathering upstairs in the club where you will meet everyone one-on-one and exchange business cards!

Executive Recruiting M&A Forum: Strategies for Accelerating Growth in a Hot Market‘ will include presentations by Larry Hartmann, chief executive officer at ZRG; Tobey Sommer, managing director at Truist Securities; Harry Somerdyk, chief talent officer at RFE Investment Partners; Tom D’Ovidio, partner at ShoreView; Matt Konkle, senior managing director at G2 Advisors; and Ryan Cleland-Bogle, chief executive officer at Tempting Ventures.

Harvard Club of New York City
35 West 44th Street, NY 10036

(Cancellation notice: any passes canceled after May 24, 2021 will not be refunded. Sponsorships non-refundable.)

Speakers

Ryan Cleland-Bogle, Chief Executive Officer – Tempting Ventures

In 2002, Ryan Cleland-Bogle co-founded Carrington Fox, a financial markets recruiter. The firm refined the operating model enabling them to grow to 100 fee earners across London, New York, Hong Kong and Singapore across four brands by the time Ryan was 27. He sold four of the brands in 2012. Ryan then founded the business with Nicholas Clarkin and their first hire, Nicholas Wells, became a partner.

In 2009, Ryan founded Lucas Love Healthcare, a nursing agency. He scaled and the business sold to Bettercare Capital in 2016. In 2014, he became CEO of Recruitment Entrepreneur where he scaled the business to 130 people in just 2.5 years and originated, structured and transacted on all of their most successful investments. Ryan then left to set up Tempting Ventures.

Tom D’Ovidio, Partner – ShoreView

Tom D’Ovidio joined ShoreView as a partner in 2007. He has over 20 years of experience in private equity investing and has served on many boards, working with companies across a diverse group of industries, including packaging, plastics, commercial and industrial product distribution, logistics, consumer products, niche manufacturing, building products, and business services.

Prior to joining ShoreView, Tom served on the investment team at several private equity firms —Thompson Street Capital Partners, Berwind Private Equity, and Summit Private Capital. In addition to his roles on ShoreView boards, Tom also serves on the board of Garden Academy, a non-profit school for children with autism.

Larry Hartmann, Chief Executive Officer – ZRG

Larry Hartmann is the CEO of ZRG, one of the fastest growing mid-sized global executive search firms in the industry. He is a results-driven leader with a broad business background in executive search as well as in industry. As CEO, Larry is responsible for driving overall growth, client engagement and profitability of the firm. A key focus for Larry is engaging and recruiting top talent to join the firm as well as selectively pursuing additional acquisitions that fit the ZRG culture. Larry also leads the charge in continuing to innovate and enhance the firm’s data driven value proposition.

Prior to joining ZRG in 2002, Larry was a founder of Rockford Industries, a NASDAQ traded commercial lending business that supported the medical device market. While at Rockford, the firm went from a pure start up, to an Inc. 500 recognized growth firm through IPO and ultimate sale to American Express. This experience provided a unique view of growing a business, raising capital and hiring talent, through virtually all business stages. After the sale, Larry was an EVP with American Express for three years.

Additionally, Larry also has broad board of director experience. In addition to public company experience as a board member, he has also served on boards in both Private Equity and Venture backed businesses. Larry has also served on the Equipment Finance Industry Foundation board for six years. Currently, Larry is a member of the Kean University Business School Board and leads a non-profit board, Crossroads Job Network, which creates jobs for the community of Paterson, NJ.

Matt Konkle, Head of Industry Teams – G2 Advisors

Matt Konkle is senior managing director and head of industry teams for G2. He is also practice leader of the technology and business services group with a focus on tech-enabled services, business process outsourcing, and managed services across the middle market. His specialties include executing complex M&A transactions, strategic planning & execution, and restructurings. Matt has led or participated in over 20 transactions across several industries, to date.

An accomplished C-level executive with 25 years of experience in technology, supply chain and logistics and business services, he has led organizations in all phases of the growth cycle from business formation through multiple strategic exits and reorganizations in both public and private companies. Matt is a recognized leader in the ecommerce services industry with deep operational experience in outsourced business models.

Prior to G2, he was president of Fifth Gear, a tech-enabled services company and provider of end-to-end ecommerce solutions including order management, fulfillment, customer care, and freight management. Matt led Fifth Gear from inception including the development of the company’s product and service offerings and go-to-market strategy. As part of Fifth Gear’s growth strategy, Matt partnered with G2 on buy-side, financial advisory and sell-side mandates. In 2014, Matt and G2 completed a strategic sale of the business to Speed Commerce (NASDAQ: SPDC). As the Chief Operating Officer of Speed Commerce, Matt was responsible for a team of over 1,500 employees serving over 30 retail and consumer brands.

Prior to Fifth Gear, Matt was president of Sigma Micro, an enterprise software company specializing in order management technology for ecommerce retailers. Matt led the commercialization of the company’s order management platforms and all corporate development activities to include multiple acquisitions, capital strategies and strategic partnerships. He also formed the company’s wholly-owned operations in India to establish offshore research and development capabilities as a core component of the company’s strategy. Matt has also held operational and financial leadership roles at Reverse911, an emergency management software company sold to Golden Gate Capital and Aprimo, an enterprise marketing management software company sold to Teradata (NYSE: TDC).

Tobey Sommer, Managing Director – Truist Securities

Tobey Sommer is managing director of Truist Securities where he has spent 20 years covering the services sector as an equity research analyst. His current coverage focus includes human capital management, consulting, government services contractors, and business services.

Before joining the firm in 2001, Tobey held the position of director at E.J. Krause & Associates, where he organized international technology and industrial trade shows for six years, including establishing Brazilian operations. He served as a forestry volunteer in the Peace Corps in the Dominican Republic.

Harry Somerdyk, Chief Talent Officer – RFE Investment Partners

Harry Somerdyk is the chief talent officer of RFE. Harry joined the firm in 2015 as director of talent management & executive recruitment. He also serves as a board director at ZRG.

Prior to joining RFE, he was executive vice president, chief human resources & communications officer of Information Services Group (NASDAQ: III). Before joining Information Services Group, Harry was senior director and partner at Spencer Stuart for 11 years. Prior to Spencer Stuart, he served as senior vice president, global marketing and brand development at Business Week.

His professional experience includes leadership roles in the media & business-to-business sectors, including publisher of Digital News & review, sales & marketing director of AirMiles, advertising sales director at Prodigy and division manager at fortune magazine. Harry began his career as a research analyst at Readers Digest and Promotion Copywriter at Fortune.

Sponsors

Keynote Sponsor

ZRG is a global executive search and human capital management firm that is changing the way companies hire and manage talent. The firm was founded on the principle that good information and process excellence are the cornerstones of any successful human capital decision.

ZRG has served clients for over 17 years across the Americas, Asia, Europe, and Australia. The firm’s fact-based approach helps clients make better decisions about their most valuable resource, their people. For more information, visit www.zrgpartners.com.

Premier Sponsor

Tempting Ventures partners with, and invests in, the best high caliber recruitment teams, startups and entrepreneurs to build world beating brands.

By strategically positioning these brands in high growth markets supported by best in class talent acquisition and marketing functions, the firm can exploit these niches to scale quicker than the competition.

Tempting Ventures has built a reputation as being the go-to recruitment investor and strategy house supporting businesses to enter markets that will make you look smart in five years time. The firm’s track record speaks for itself. In just 3 years the firm has grown to over 70 recruitment specialists across six recruitment brands with £22 million in sales and 70% of its NFI from international clients. For more information, visit www.temptingventures.com.

Tempting Talent was founded in 2017 as the talent arm of Tempting Ventures, a recruitment focused venture capital firm.

It was founded to support Tempting Ventures’ mission to help build specialist recruitment entrepreneurs in new and exciting markets.

Since then, Tempting Talent has grown to become a leading recruitment-to-recruitment business in the USA, working with recruitment companies from the UK and US companies to expand in America.

The firm’s mission is to empower people to reach their potential through careers in recruitment. They aim to do this through access to the right information, opportunities, and people that maximize the chances of professional success, and by helping people find purpose and meaning in work to lead as fulfilled and happy lives as possible. For more information, visit www.temptingtalent.com.

VIP Champagne Reception Sponsor

Lanyard Sponsor

Breakfast Sponsor

Exhibitor Sponsors

Social Media Sponsors

Networking Sponsors

Cancellation Policy

(Cancellation notice: any passes canceled after May 24, 2021 will not be refunded. Sponsorships non-refundable.)

Register

Thank you for your interest in attending our upcoming conference, Executive Recruiting M&A Forum: Strategies for Accelerating Growth in a Hot Market,’ to be held on September 29, 2021 at the Harvard Club of New York. The half-day event will begin at 8:00am with continental breakfast, a mid-day Networking break along with very exciting presentations by top professionals in the sector.

We invite you to come learn how the executive search community is reimagining how they can fund their growth and expansion plans, raise capital and prepare for an expansion or exit strategy.


 

Price: $850

(Cancellation notice: any passes canceled after May 24, 2021 will not be refunded. Sponsorships non-refundable.)