The Flip From The Firm’s Side: Deciding What Comes Next

Thursday, November 19, 2026
8:50 am - 9:40 am

The second transaction comes with a different set of questions. After experiencing outside investment firsthand, what do firm leaders—and their partners—want from the next chapter? Leaders who have navigated a second transaction share how they approached the decision internally, what concerns emerged, what they wanted to preserve or change, and the role they played in determining what came next and choosing the right capital partner.