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How to Leverage Your Experience into Private Company Ownership

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Baker Botts L.L.P.

30 Rockefeller Plaza

New York, NY 10112

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Join Baker Botts for a discussion with Mordy Rothberg, the Founder and former Executive Chairman at Confie, on Tuesday, April 2, 2019.

Mordy was working at IDT, Inc. when he came up with the investment thesis used to create Confie. Confie, founded in 2008, is the largest personal lines broker in the US and among the top 20 "Global Insurance Brokers". Mordy has acquired over 140+ agencies, and Confie today has over 800 offices in 19 states, with revenue of over $500m and premiums approaching $2B.

This program will provide you with practical information and approaches to using work experience, industry knowledge, and a professional network to understand:

  • What work background does an executive need to partner with a Private Equity firm?
  • What is the role of a Private Equity firm in pursuing a deal?
  • How to identify the right Private Equity firm to partner with.
  • How to use your network to source deals.
  • How to identify private deal opportunities.
  • How to build the business case for a potential deal.

Welcoming Remarks

Brendan Dignan, Special Counsel, Baker Botts

Moderator

Allan Grafman, CEO, All Media Ventures

Panelist

Mordy Rothberg, Founder and former Executive Chairman, Confei


Questions about the program?

Ted King, Saddlerock Advisors
+1.646.837.0921

Agenda

8:30 a.m. – 9:00 a.m. Registration
9:00 a.m. – 10:30 p.m. Program
10:30 a.m. Networking

Baker Botts- Questions?

Kaitlin Leddy at +1.202.639.7818


About Baker Botts L.L.P.
Baker Botts is an international law firm of approximately 725 lawyers practicing throughout a network of 14 offices around the globe. Based on our experience and knowledge of our clients’ industries, we are recognized as a leading firm in the energy and technology sectors. Throughout our 179-year history, we have provided creative and effective legal solutions for our clients while demonstrating an unrelenting commitment to excellence. For more information, please visit bakerbotts.com.


The materials in this communication are made available by Baker Botts L.L.P. for informational purposes only and are not legal advice. The transmission and receipt of information contained in this communication do not form or constitute an attorney-client relationship. If these materials are inconsistent with the rules governing attorney communications in a particular jurisdiction, and the materials result in a client contact in such jurisdiction, Baker Botts may be prohibited from assuming representation of the client contact.


Under the rules of certain jurisdictions, this communication may constitute 'Attorney Advertising'.

© Baker Botts L.L.P. 2019. All rights reserved.

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Baker Botts L.L.P.

30 Rockefeller Plaza

New York, NY 10112

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