About
On September 19, 2024, Hunt Scanlon Ventures is convening hundreds of search firm founders, PE leaders, and investment bankers at The Harvard Club of New York to examine how executive search firms are unlocking value, funding expansion, raising capital, seeking PE growth partners, merging, and acquiring rivals to stay competitive during one of the industry’s most dynamic periods.
Agenda
A Special Thanks To Our Premier Sponsor
REGISTRATION & BREAKFAST
Sponsored by:
Opening Remarks
Rob Adams Moderator – Hunt Scanlon MediaWinning Through M&A: The Remarkable Habits of Successful Dealmakers
Jeff Rudnicki Senior Partner – Global Leader M&A Strategy – McKinsey & CompanyNew research from McKinsey & Company confirms the high value that programmatic M&A brings to companies that pursue it. Regular and systematic M&A not only delivers better shareholder returns, but it often drives value creation. In fact, companies that practice programmatic M&A create a virtuous cycle and outperform competitors much more often than companies that don’t pursue it. In the following presentation, Jeff Rudnicki, senior partner and global leader M&A strategy at McKinsey, will identify four crucial strategic actions that programmatic acquirers take and the relationship that those actions have to outperformance.
AUDIENCE Q&A
Why We Sold; Why We Acquired
Introduction by: Drew Seaman Managing Director – Hunt Scanlon Ventures Todd Safferstone Global Co-Leader of Strategy and Excellence – Russell Reynolds Associates Todd Savage Managing Director, Global Technology Sector – Russell Reynolds AssociatesThrough thoughtful and considered acquisitions, Russell Reynolds Associates has been deliberately reinforcing and deepening its capabilities, differentiating the firm’s talent and expertise while strengthening the leadership insights it brings to clients worldwide. Last year marked an M&A inflection point for the organization. It acquired three firms across coaching, team development, and executive search. Its acquisition of Savage Partners was particularly noteworthy, as it deepened and enhanced Russell Reynolds Associates’ core leadership advisory work and capabilities in growth-oriented technology companies. In the following presentation, Todd Safferstone, global co-leader of strategy and excellence for Russell Reynolds Associates, and Todd Savage, who now serves as managing director for the firm’s global technology sector, will discuss the intricacies of their merger.
AUDIENCE Q&A
Networking Break
Why Risk Mitigation – and Talent Screening – Is Rising to the Top of Every Dealmaker's Checklist
Michael Karran Managing Director – Mintz GroupManaging investment risk is high on the agenda of M&A dealmakers in 2024. And for good reason. For every successful transaction, there are countless others that flame out. This has led to increased scrutiny by decision-making and risk management teams who are doubling down on critical pre-acquisition due diligence prior to investing. Often times, that means focusing on the talent that comes along with the deal. Getting human due diligence right, in fact, is surfacing more than ever as the essential component of every well-run M&A process. Michael Karran, a managing director of Mintz Group, a corporate investigations and risk advisory firm, examines why risk mitigation and talent screening is now rising to the top of every dealmaker’s checklist.
AUDIENCE Q&A
Opening Up the M&A Playbook at ZRG Partners
Introduction by: Christopher W. Hunt Co-CEO – Hunt Scanlon Ventures Michelle Stuntz President, ZRG Consulting Solutions Justin Pinchback Managing Director & Chief Revenue Officer – ZRG PartnersAccording to Justin Pinchback, managing director & chief revenue officer at ZRG Partners, more and more growth investors now view human capital management – which includes executive search, interim solutions, leadership assessment, culture transformation, and talent coaching, among others – as an investment sector of choice. And for good reason: businesses in these verticals tend to be founder-led and enjoy strong margins, great tailwinds, and long runways to accommodate scale. In this keynote presentation, Mr. Pinchback takes us inside the M&A playbook of one the fastest-growing search firms in the U.S. – and reveals how it might be modified in an improving deal climate.
AUDIENCE Q&A
Closing Remarks
Rob Adams Moderator – Hunt Scanlon MediaVIP Champagne Reception
Sponsored by:
On September 19, 2024, Hunt Scanlon Ventures is convening hundreds of search firm founders, PE leaders, and investment bankers at The Harvard Club of New York to examine how executive search firms are unlocking value, funding expansion, raising capital, seeking PE growth partners, merging, and acquiring rivals to stay competitive during one of the industry’s most dynamic periods.
We understand that navigating through a complex M&A process is a discrete and highly intensive exercise. Whether you are looking to sell, acquire, merge, take on minority capital partners or secure debt financing, we will cover it all 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.
Harvard Club of New York City
35 West 44th Street, NY 10036
(Cancellation notice: any passes canceled within 60 days of each conference will not be refunded. Sponsorships non-refundable.)
Speakers
Christopher W. Hunt, Co-CEO – Hunt Scanlon Ventures
Christopher W. Hunt is Co-CEO of Hunt Scanlon Ventures and is considered a leading authority on business trends across the executive search, talent acquisition and recruitment sectors. Chris leverages his relationships with executive search firm founders and management teams as well as those within the private equity and investment banking sectors to develop effective buy and sell side strategies for firms ranging from the largest human capital providers to specialist boutiques.
With an early background in financial services, Chris works side-by-side in partnership with the firm’s ventures clients to help them scale and grow their businesses. He brings strategic advice covering capital investment, venture capital, and a myriad of acquisition consulting services, all with a singular focus on the human capital markets.
In 1988, Chris co-founded Hunt Scanlon Media, a widely respected news, market intelligence, and public relations firm that has played a major role in establishing today’s global human capital industry. His highly sought-after insights and perspectives have appeared hundreds of times in The Wall Street Journal, The New York Times, BusinessWeek, Fortune, Forbes, The Economist and in countless other major business media publications.
Apart from his business accomplishments, Chris is an award-winning journalist, having authored eight books on careers and recruitment trends, including Navigating Your Career, a best-selling business compendium published by John Wiley & Sons. Previously, Chris held senior management level positions with Xerox Credit Corporation, MLC Financial, and Datalease Capital Corporation.
Michael Karran, Managing Director – Mintz Group
Michael Karran is a Managing Director at the Mintz Group, a corporate investigations and risk advisory firm. Michael specializes in providing diligence support to institutional investors and global corporations in a broad range of sectors. He primarily works with private equity and venture capital firms, investment banks, pension funds, corporations, and M&A counsel at various stages of a transaction – from diligencing management teams to vetting new talent. He also provides proactive and strategic consulting support to clients in order to help them mitigate risk.
Since joining the firm in 2007, Michael has overseen and worked on hundreds of projects of varying issues and areas, including consumer and securities fraud, transaction diligence, insider trading investigations, asset traces, and product liability disputes. For several years beginning in 2018, Michael was based in the Mintz Group’s Toronto office, where he focused on accelerating the integration of an acquired company and advising on methods to help facilitate integration of Canadian business.
Justin Pinchback, Managing Director & Chief Revenue Officer – ZRG Partners
Justin Pinchback is managing director & chief revenue officer of ZRG Partners, one of the fastest-growing mid-sized global executive search firms in the industry. His thought leadership and expertise in human capital earned him recognition when he was named to Crain’s Magazine’s list of ‘2020 Notable Leaders in HR’. He has spoken at leading conferences including Linked In’s “Talent Connect” and MIT’s “Sloan Sports Analytics” conferences. His work has been featured in Harvard Business Review and he has been a guest lecturer at Harvard Business School and Princeton University.
Justin most recently served as chief administrative officer at Bluegrace Logistics, a $400M logistics brokerage and digital freight matching platform. While there he successfully led numerous large-scale initiatives including the organization’s COVID-19 response.
Prior to joining Bluegrace Justin focused on finance, technology and data science talent management and hiring. He designed and led Citadel’s global Datathon program, a hiring approach that focuses on ‘talent auditions’ as opposed to interviews. At Datathons professionals in the field of math, statistics, technology, and engineering compete by analyzing data to solve business and social problems.
Immediately following graduate school, Justin joined Bain & Co., where he was a strategy consultant focused on human capital, corporate restructuring, post-merger integration, and private equity. His career in talent started when he began recruiting MBAs to join the firm. Prior to Harvard and Bain, Justin worked in front line roles at top financial institutions including HSBC and Moody’s where he gained foundational training in finance, markets, and credit.
Jeff Rudnicki, Senior Partner – Global Leader M&A Strategy – McKinsey & Company
Jeff has helped clients with M&A work for more than 20 years. His engagements span the entire M&A process, from strategy and deal scan to due diligence and integration. Jeff also leads Synergy Lab, McKinsey’s synergy center of excellence, which helps clients apply best practices and data-driven insights to estimate synergies and capture value. He has a passion for working in the healthcare, technology, and consumer sectors, and for helping clients deepen their M&A capabilities to achieve lasting impact.
Examples of Jeff’s recent client work include the following:
- building an M&A organization from scratch with a company that had grown inorganically, which allowed it to pursue a successful multibillion-dollar transaction
- working closely with the CEO and board of a multibillion-dollar medical-device company to shape an M&A strategy and conduct due diligence for an industry-shaping acquisition
- leading the project management, organizational-design, and talent teams during the integration of a global rare-disease transaction that included several strategic divestments and transformed the performance and focus of the company
- assisting in driving the integration of two luxury brands, which more than quadrupled initial synergy estimates
- designing a new investor-relations model that changed the way organizations prioritized investors, deployed executives, and allowed for a streamlining of the quarterly earnings process
- advising the CEO and board of an academic medical center on its strategy for consolidating systems to build scale and strengthen capabilities as it became a leader in value-based care
- building a new IPO strategy for a leading sports-equipment company
Prior to joining McKinsey, Jeff spent eight years as an antitrust economist, specializing in the regulatory implications of M&A. He previously served as Vice Chair for the board of the March of Dimes in Boston and Manchester.
Todd Safferstone, Global Co-Leader of Strategy and Excellence – Russell Reynolds Associates
Todd Safferstone serves as the Head of Strategy and Excellence for Russell Reynolds Associates. Based in New York, he is responsible for growth strategy, corporate development, and new product development.
Before his current role, Todd led the creation of the firm’s Knowledge Management function, oversaw the global research organization, and served as RRA’s Head of Innovation. Prior to joining RRA, he held a number of global leadership roles in CEB’s human resources practice. He also served in CEB’s London office, where he led the HR practice in EMEA and was a member of the firm’s European leadership team.
Todd is a frequent speaker at client events around the world and regularly contributes to client engagements focused on leadership succession. His research on leadership and talent has been featured in the Harvard Business Review, Wall Street Journal, New York Times, and The Economist.
Todd holds a BA in history from the University of North Carolina at Chapel Hill.
Todd Savage, Managing Director, Global Technology Sector – Russell Reynolds Associates
Todd Savage’s experience ranges from small cap growth equity backed companies to working private equity backed, middle-market companies.
Prior to joining RRA, Todd was co-founder and CEO of Savage Partners, a boutique executive search firm serving PE-backed software companies.
Previously, Todd worked for leading executive search firms Heidrick & Struggles and Ramsey Beirne Associates, as well as Time Warner, where he led the creation of the internal recruiting function.
In his career, Todd has successfully completed hundreds of searches for middle market, Private Equity backed technology firms in infrastructure software, SaaS, eCommerce, consumer internet and mobile space.
Todd received a BA from the University of Vermont.
Drew Seaman, Managing Director – Hunt Scanlon Ventures
Drew Seaman is a Managing Director at Hunt Scanlon Ventures. He is responsible for co-managing the firm’s investment portfolio of executive search, talent acquisition, private equity, and investment firms. In addition to sourcing new opportunities and managing the firm’s current investments, Drew leads the technical aspects of client engagements, including valuation and financial analysis and the preparation of investment marketing materials.
Drew began his career in wealth management before joining BMO Capital Markets as an Investment Banking Associate in the Financial Institutions Group. Drew assisted with transaction execution and prepared comprehensive valuation and financial analyses for clients in the specialty finance, asset and wealth management, and insurance sectors.
Drew earned a B.A. in Economics from DePauw University, where he was quarterback on the varsity football team. He earned his M.B.A. with concentrations in Finance and Accounting from NYU’s Stern School of Business.
Michelle Stuntz, President, ZRG Consulting Solutions – ZRG Partners
Michelle Stuntz is President of ZRG’s Consulting and Advisory Services practice. She is a global business leader with extensive domestic and international experience spanning multiple industries and topics. Michelle brings a unique perspective to her position, having held leadership positions in Big Five Search, Big Four Consulting, as well as non-profit and international development organizations. She is a leader who is passionate about diversity, equity, inclusion, and justice, driving business outcomes, developing strong leaders who truly lead, and the success of working parents, especially mothers.
Prior to joining ZRG, Michelle was the North American Consulting Consumer Industry Leader for Korn Ferry. She stepped into the role to build an effective commercial team, develop relationships for cross-sell, and drive larger account development. Under her leadership, the industry was the fastest growing in the firm. Prior to Korn Ferry, Michelle spent eight years with Deloitte Consulting, most recently as a Senior Manager leading teams of over 100 employees and shaping large, transformation efforts with clients. Before consulting, Michelle worked in the non-profit space for many years including working with at-risk youth in inner city schools with AmeriCorps, non-profit development/fundraising, and working with communities in rural Zambia in the Peace Corps.
Sponsors
Premier Sponsor
Since 1999, ZRG’s data-driven approach to executive and professional search has been changing the way clients think about how to find top talent.
Today, ZRG is one of the fastest growing firms in the executive search and integrated talent solutions space, providing a full suite of executive, middle management, project, and interim search solutions globally through its offices in North America, Europe, South America, and Asia. For more information, visit www.zrgpartners.com.
Breakfast Sponsor
Diversified Search is one of the top 10 retained executive search firms in North America. It has nine offices across the U.S. – in Philadelphia, Atlanta, Chicago, Cleveland, Southern California, Miami, New York, San Francisco, and Washington, D.C. and global capabilities in 37 countries as the exclusive U.S. partner of Alto Partners. Diversified Search delivers leadership talent to its clients using a highly collaborative approach to each search assignment, viewing each one through a broad lens. This allows its consultants to consider all issues – including generational, cultural, ethnic, industry, gender and functional – to bring organizations fresh, high-potential candidates.
For more information, visit www.diversifiedsearch.com.
M&A Consulting Sponsor
Hunt Scanlon Ventures is a trusted leader in helping human capital firms realize their full potential.
Our global M&A advisory team offers a full range of critical solutions to guide founders and management teams to successful exits. We work side-by-side in partnership with them to scale and grow their businesses through a combination of capital investment, acquisitions, and other strategic initiatives. We also invest in leading human capital platforms as a limited partner, seeking co-investment opportunities alongside the VC fund managers we invest with. Our clients count on us to successfully navigate them through a strategic process that is often challenging, complex and highly intensive.
Hunt Scanlon Ventures has a singular focus on the human capital markets. That specialization gives us unmatched penetration into key talent solutions verticals ready for investment, including: Executive Recruiting, Interim and On-Demand People Solutions, AI & Human Enablement Technologies, Culture Change Consulting, RPO, Leadership Consulting, and Online Assessment, Coaching and Testing.
Our consultants leverage over 35 years of strong relationships with recruitment founders and private equity leaders. We use a unique blend of proprietary market intelligence and knowledge-based services to offer the most comprehensive investment advice to organizations ranging from the largest human capital advisors to specialist boutiques.
We understand that navigating through a complex M&A process is a discrete and highly intensive exercise. Whether you are looking to sell, acquire, merge, take on minority capital partners or secure debt financing, Hunt Scanlon Ventures will serve as your trusted partner and advisor.
Let’s explore your true value. For more information, visit www.huntscanlonventures.com.
Champagne Reception Sponsor
Since 1999, ZRG’s data-driven approach to executive and professional search has been changing the way clients think about how to find top talent.
Today, ZRG is one of the fastest growing firms in the executive search and integrated talent solutions space, providing a full suite of executive, middle management, project, and interim search solutions globally through its offices in North America, Europe, South America, and Asia. For more information, visit www.zrgpartners.com.
Lanyard Sponsor
Talento Human Capital is a Talent Acquisition, Executive Search and Human Capital Consulting partner enabling businesses to build their best team yet.
Talento delivers a multi-service recruiting menu that can be configured to meet company’s evolving hiring needs. The firm acts as a consultative partner, offering tailored solutions and strategic insights to drive successful talent acquisition, optimize workforce strategies, and support long-term organizational growth. For more information, visit www.talentohcm.com.
Gold Sponsor
For corporations, investors and the legal, financial and talent advisors who need actionable facts to assess risks, protect reputations and win disputes, Mintz Group is the partner of choice for due diligence, investigations and background screening, anywhere in the world. Since 1994, Mintz Group has developed a uniquely transparent and practical approach to fact gathering before hires and transactions, during disputes and after allegations. The firm provides impartial facts that are comprehensively researched, properly sourced and stand up to the toughest scrutiny in the boardroom or the courtroom.
Headquartered in New York City, Mintz Group has 12 offices in eight countries, with a team that has successfully conducted investigations in over 100 countries.
For more information, visit https://mintzgroup.com/.
Media Sponsor
ExitUp is the premier investment blog published by Hunt Scanlon Ventures, designed for private equity deal makers, the VC community, and M&A professionals interested in tracking developments across the human capital and professional services landscape. In every issue, our industry leading editorial team uncovers a wealth of lucrative opportunities within this quickly evolving sector where they interview investment specialists, industry analysts, CEOs, founders and management teams offering crucial subject matter expertise. Insightful, comprehensive, and competitive market analysis underpins every article. Remain at the forefront of human capital M&A trends as we unlock the doors to investment success. For more information and to subscribe now, visit https://exitup.huntscanlonventures.com/
Cancellation Policy
(Cancellation notice: any passes canceled within 60 days of each conference will not be refunded. Sponsorships non-refundable.)
Register
Thank you for your interest in attending our upcoming conference, ‘Navigating the Art & Science of Dealmaking,’ to be held on September 19, 2024 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.