Private Directors Association®- Minnesota

Each week, we'll be spotlighting one of the fantastic sessions that will take place on 1/28 at the 12th Annual FEI Twin Cities Capital Markets and M&A Update! Last week, we featured the Dealmakers Panel. This week, we’re excited to highlight Session #2: Deal Story. This session will dive into the incredible journey of Orange Tree Employment Screening, a Minneapolis-based background screening firm. Learn how Tonka Bay Equity Partners led a management buyout in 2021, driving transformative growth through strategic acquisitions and leadership expansion. By 2024, the firm achieved rapid growth in revenue and EBITDA, culminating in a successful sale to Accurate Background, the largest privately held global provider of background checks in the U.S. Don’t miss this in-depth case study on strategic growth, leadership development, and value creation! Click Here to Register: https://lnkd.in/duttHZU6

Each week, we'll be spotlighting one of the fantastic sessions that will take place on 1/28 at the 12th Annual FEI Twin Cities Capital Markets and M&A Update! This week, we're kicking off with Session #1: Dealmakers Panel. Back by popular demand! Our panel of experts will dive into the local deal environment from diverse perspectives such as family offices, private equity firms, and investment bankers. This session will highlight the latest trends and challenges in M&A, from sourcing deals and financing options to key deal documents. Don’t miss out on this opportunity to gain actionable knowledge from seasoned industry leaders! Click Here to Register: https://lnkd.in/duttHZU6

It was the Best Time of the Year, featuring another Full-House at the Private Directors Association®- Minnesota Holiday Celebration and Networking event! Our Holiday Open House at the Minneapolis Golf Club provided a festive atmosphere with premier networking opportunities for colleagues and friends serving on Private Company Boards, plus aspiring directors too. PDA MN Thanks our GOLD Chapter Sponsors: Chartwell Financial Advisory, Huntington National Bank and Versique Search & Consulting, our SILVER Chapter Sponsors: Barton, Walter & Krier, P.C. CPAs and Business Advisors, Highland Bank and Navigate Forward and our BRONZE Chapter Sponsors - The Bailey Group and Lyman Executive Search. The event was produced by your PDA-MN Exec Committee President, Libby Utter and Committee Members: George Boyadjis, CPA, MBA, FHFMA, Amy Fredregill, Allison Gelfman, Beth LaBreche, Sal Mondelli, Margrette Newhouse, Lenny Newman, Paula Phillippe, Jay Trumbower, MBA, CPA, and Jim Zuehlke.  Happy Holidays, everyone and see you at our joint FEI / PDA 12th Annual M&A and Capital Markets Update on Tuesday Jan 28!

Remember to register for the 12th Annual FEI Twin Cities Capital Markets and M&A Update! Get the latest on the state of the capital markets and M&A, as well as insights on recent completed transactions with a terrific expert group of transaction and finance partners. Three unique sessions focused including (1) Dealmakers Panel, (2) Deal Story & (3) Captial Markets & M & A Update. The sessions will incorporate topics including challenges and opportunities in the M&A market, how and where deals are sourced, financing options, and what sellers and buyers are looking for in a deal. Click here to register: https://lnkd.in/dhATRys5

It’s the Best Time of the Year! Join Private Directors Association®- Minnesota for our Holiday Celebration and Networking! Celebrate the season with familiar faces and make new connections. Our Holiday Open House is set for Wednesday December 4th from 3:30 to 6:00PM at the Minneapolis Golf Club in St.Louis Park. It’s a festive atmosphere with premier networking opportunities for colleagues and friends serving on Private Company Boards, plus aspiring directors too. If this sounds like you, join us to celebrate the season! PDA MN Thanks our GOLD Chapter Sponsors: Chartwell Financial Advisory, Huntington National Bank and Versique Search & Consulting, our SILVER Chapter Sponsors: Barton, Walter & Krier, P.C. CPAs and Business Advisors, Highland Bank and Navigate Forward and our BRONZE Chapter Sponsors - The Bailey Group and Lyman Executive Search. Space is limited, so register today:  http://bit.ly/3ZjzIOa Our PDA-MN Exec Committee President, Libby Utter and Committee Members: George Boyadjis, CPA, MBA, FHFMA, Amy Fredregill, Allison Gelfman, Beth LaBreche, Sal Mondelli, Margrette Newhouse, Lenny Newman, Paula Phillippe, Jay Trumbower, MBA, CPA, and Jim Zuehlke, look forward to seeing you there!

Private Directors Association®- Minnesota was pleased to host an amazing event full of knowledge and networking with over 100 members, sponsors and guests! Thank you to our expert panelists – Sal Mondelli, Cora Leibig and Libby Utter, and our moderator Rick Brimacomb for a fantastic discussion on Designing and Launching a Board! This event was produced by your Private Directors Association®- Minnesota Executive Committee: Libby Utter, George Boyadjis, CPA, MBA, FHFMA, Amy Fredregill, Allison Gelfman, Beth LaBreche, Sal Mondelli, Margrette Newhouse, Lenny Newman, Paula Phillippe, Jay Trumbower, MBA, CPA and Jim Zuehlke, thanks to the generous support of our Chapter’s Gold Sponsors, Chartwell Financial Advisory, Huntington National Bank and Versique Search & Consulting, our Silver Sponsors, Barton, Walter & Krier, P.C. CPAs and Business Advisors, Highland Bank and Navigate Forward, and our Bronze Sponsors, The Bailey Group and Lyman Executive Search, with special thanks to our Co-host Brimacomb | Club E.

RSVP by November 5 at noon to secure your spot! Join us for the Club E & Private Directors Association (PDA) - MN Luncheon on Thursday, November 7th, from 11:30 AM to 1:00 PM at the Minneapolis Club! This luncheon will dive into the essentials of "Designing & Launching a Board," featuring insights from board leaders and a CEO/founder who successfully integrated a board into her company’s growth strategy. Expect takeaways on best practices in board formation, impactful board service, and real-world experiences in early-stage boards. 🎟️ $50 registration includes lunch and onsite parking at the Minneapolis Club Ramp. Don't miss out on this unique opportunity—RSVP by noon on November 5th! 👉 Register now to secure your seat!https://lnkd.in/dFsTtkSN #PDA #Minnesota #BoardLeadership #ProfessionalDevelopment #BoardDirectors #Networking #Minneapolis

Join us for the Designing & Launching a Board luncheon hosted by Club E and the Private Directors Association®- Minnesota chapter on November 7th! Our speakers include Libby Utter, Sal Mondelli and Dr. Cora Leibig, and will be moderated by Rick Brimacomb. Thanks much to our Gold Chapter Sponsors - Chartwell Financial Advisory, Huntington National Bank and Versique Search & Consulting, our Silver Chapter Sponsors - Barton, Walter & Krier, P.C. CPAs and Business Advisors, Highland Bank and Navigate Forward and our Bronze Chapter Sponsors - The Bailey Group and Lyman Executive Search. Network with our PDA - Minnesota Chapter Executive Committee members Libby Utter, George Boyadjis, CPA, MBA, FHFMA, Amy Fredregill, Allison Gelfman, Sal Mondelli, Margrette Newhouse, Lenny Newman, Paula Phillippe, Jay Trumbower, MBA, CPA, and Jim Zuehlke. View event details at the link below and join us!

Private Directors Association®- Minnesota was pleased to host an amazing event full of knowledge and networking with 100 members, sponsors and guests! Thank you to our expert panelists - Steve Buege, Amy Johnson, Lisa Brezonik, Rick Wall, and our moderator Kris Petersen for a fantastic discussion on Strategic Planning for Private Companies! This event was produced by your Private Directors Association® Minnesota Executive Committee: Libby Utter, George Boyadjis, CPA, MBA, FHFMA, Amy Fredregill, Allison Gelfman, Sal Mondelli, Margrette Newhouse, Lenny Newman, Paula Phillippe, Jay Trumbower, MBA, CPA and Jim Zuehlke, thanks to the generous support of our Chapter’s Gold Sponsors, Chartwell Financial Advisory, Huntington National Bank and Versique Search & Consulting, our Silver Sponsors, Barton, Walter & Krier, P.C. CPAs and Business Advisors, Highland Bank and Navigate Forward, and our Bronze Sponsors, The Bailey Group and Lyman Executive Search, with special thanks to our Event Sponsor, Huntington National Bank.

Join us in person on October 9th for The Board Role in Strategic Planning