◆ Speaking: Op Partner Playbook · Oct 21, 10:00am
Open with With Reacton, Dafo and Shoxs in about 18 months, how are you running a dozen-plus brands: separate, or coming together?
Profile President since Mar 2016; President & CEO, United Safety & Survivability Corp (USSC), Exton, PA BA, Penn; JD + MBA and LL.M., Temple Mass Transit “Top 40 Under 40” (2018) Rapport: ex-Division I tennis player and coach, Philly sports fan; calls himself “Intense” Career 2016–now: President & CEO, USSC. Rebranded USSC Group to United Safety (Jun 2020) ~2011–2016: VP Business Development & General Counsel, USSC; took it into fire suppression and first responders Earlier: PwC (~1 year) Deals: Child Check-Mate and Firestorm (2019), QTEC (2020), Fireboy-Xintex (2021), Dafo (Dec 2024), Reacton recap + partnership (Mar 2026) Led USSC through two PE owners: Dubin Clark, then Cogenuity What USSC sells Seating, fire suppression, air purification and survivability systems for transit, military, marine, mining and emergency vehicles Owner: Cogenuity Partners since Nov 2024 (bought from Dubin Clark) Brands across US, UK, Sweden, Australia, UAE: Fireboy-Xintex, Fogmaker, Dafo, Reacton, Fireward, Child Check-Mate and more Acquired brands usually keep their own name and site Aug 2026: RECARO partnership on commercial-vehicle seating for US, Canada, Australia, NZ Public voice Very active on LinkedIn, posts deal news himself Mar 2026 on Reacton: “a defining moment in our mission to save lives” Aug 2026 on RECARO: “a defining moment for our seating business” No podcasts or bylined articles found Angles for Axelerant After Reacton and Dafo, ask who owns pulling a dozen brand sites into one platform with per-brand skins. One customer view across regions: distributor and fleet data likely sits in separate CRMs. A Cogenuity value-creation story. RECARO seating launch needs a catalogue, dealer routing and spec content in four countries. Fast first project. Tie to his panel: a standard first 100 days that moves each new brand onto the shared stack. Must meet Patrick Mumman VP, Corporate Development
CBIZ → Open with Is the Benefits & Insurance carve-out standing up its own systems, or staying on CBIZ's for a while?
Main link may be the wrong person; the alt profile linkedin.com/in/patrick-mumman-2494039 shows CBIZ
Profile VP, Corporate Development (Origination), CBIZ; start date not public South Jersey based (Ocean City / Port Republic, unverified) Education and boards: not found Check LinkedIn: /in/patrick-mumman/ shows a different employer; the alt profile shows CBIZ Career Now: CBIZ corp dev, leads deal origination Before: 12.5 years at H&R Block running a roll-up of small accounting and tax practices Earlier (unverified): Booz Allen Hamilton, Edmund Optics No deals credited to him by name; sits in the team behind Marcum What CBIZ sells Accounting, tax, advisory, benefits & insurance; NYSE: CBZ, Cleveland HQ FY2025 revenue $2.76B (+52% after Marcum); 2026 guide $2.8–2.9B Being taken private by Grant Thornton at $55/share (announced Jul 29, 2026; close Q4). Combined: #5 US firm, $5B+ US revenue Benefits & Insurance spins out as a standalone, New Mountain-backed Marcum integration “nearly complete”; marcumllp.com now redirects to cbiz.com Web: cbiz.com on WordPress/WP Engine; Grant Thornton on Adobe AEM; CompuData (2024) still runs its own site as cbiztechnology.com with Pardot Public voice M&A Science podcast, “When Deals Get Weird” (Jun, one of five guests) Global M&A Network panel, NYC (Jul): how M&A has changed Heading to NetSuite SuiteWorld right after M&A East Angles for Axelerant Grant Thornton close: CBIZ on WordPress, GT on AEM. Ask who owns the digital merge after close. Leftover brand sites: CompuData still runs its own site and Pardot. Ask how fast small acquired firms get folded in. The B&I spin-off needs its own web, CRM and data stack from day one, plus a path to New Mountain. His H&R Block roll-up: ask how he onboarded dozens of small practices, then offer a repeatable post-close playbook. Must meet Seth Goldblum National Leader, Advisory Services & PE
CBIZ → ◆ Speaking: Moderates Op Partner Playbook · Oct 21, 10:00am
Open with Open on his 2025 ACG operating-partner panel with Tom Caruso. Then: which value-creation levers do operating partners pull first?
Profile National Leader, Advisory Services (since Jun 2025) and National Industry Leader, Private Equity (since Feb 2025), CBIZ Philadelphia; BS Accounting, Temple (magna cum laude); PICPA member Moderates “Operating Partner Playbook”, Oct 21, 10:00am, Room 202AB, with Tom Caruso, Joe Mirabile, Bill Tobia Rapport: Temple alum, hosts CBIZ's PE golf outing Career 2017: joined CBIZ when it bought CMF Associates, where he was MD 2020–2025: led CBIZ Private Equity Advisory (300+ PE firms, 1,500+ portcos served) Earlier: CFO/COO, Vertical Screen; CFO and VP Corp Dev, DigiHut Deloitte & Touche: M&A (New York), Emerging Growth (Philadelphia) 30+ years; merger integration and exec counsel What CBIZ sells Accounting, tax, advisory, benefits & insurance; NYSE: CBZ, Cleveland HQ FY2025 revenue $2.76B (+52% after Marcum); 2026 guide $2.8–2.9B Being taken private by Grant Thornton at $55/share (announced Jul 29, 2026; close Q4). Combined: #5 US firm, $5B+ US revenue Benefits & Insurance spins out as a standalone, New Mountain-backed Marcum integration “nearly complete”; marcumllp.com now redirects to cbiz.com Web: cbiz.com on WordPress/WP Engine; Grant Thornton on Adobe AEM; CompuData (2024) still runs its own site as cbiztechnology.com with Pardot Public voice Nov 2025, “Middle Market Momentum”: add-ons are ~¾ of buyouts; “a platform has shifted… to simply the first deal” May 2026, “A Market Under Pressure, Not Paused” Jul 2026, “Waiting for the Exit”: “Exiting well should begin long before the sale process” Feb 2025: moderated ACG Philly's operating partner panel Angles for Axelerant Use his own line on exits: messy multi-brand sites, CRMs and data hurt a sale. Offer pre-exit digital clean-up. Every add-on brings its own site and CRM. Partner on the commercial side next to CBIZ's finance and ERP work. Ask his panelists which levers come first; one web platform and one CRM is a quick EBITDA lever CBIZ doesn't cover. Grant Thornton rebrand: ask how they'll keep PE clients' experience steady through the merge.
◆ Speaking: Founder-Led → Institutional · Oct 21, 11:00am
Open with When you institutionalize a founder-led company, do the systems come first or the people?
Email on file is personal (AOL)
Profile CEO, Paris Corporation since Jul 2026; based Exton, PA MBA (Finance, Marketing), Penn State; BS Finance, West Chester Describes himself as a PE operating executive, 25+ years Managing Partner, Kay Capital Partners since 2013 (unverified) Career Nov 2025–Jul 2026: Interim CEO, Hanson Lab Solutions (Progress Equity portco); helped its recap 2014–2025: President & CEO, S. Walter Packaging; Larsen MacColl/NewSpring-backed At S. Walter: bought WholeStyle and Bags & Bows from Deluxe (2022), Pulver Packaging (2023); sold to Veritiv (Sep 2025) Paris credits him with 100%+ revenue and 400%+ EBITDA growth at S. Walter 1999–2013: President, FlagZone What Paris sells Paper and office products, founded 1964, Westampton, NJ; ~$117M revenue (unverified) Owner: family (Gerry Toscani, Owner and Chairman). No PE sponsor found Brands: PrintWorks, Elementree, DocuGard, DocIt, Weego, plus licensed HP, Hammermill, Kodak paper Two stacks: pariscorp.com on WordPress/WooCommerce; Weego on its own Shopify store. Klaviyo on both Homepage still names Toscani as CEO Public voice Speaking Oct 21: Founder-Led to Institutional Platforms 2022 on Bags & Bows: deal will “strengthen our online offering” No podcasts or articles found; LinkedIn dormant since Sep 2025 Angles for Axelerant A family company being institutionalized needs reportable systems. Offer a digital and data readiness audit. Brand architecture: five brands in one WooCommerce shop and Weego on Shopify. Ask brand-led or one platform. One customer view across resellers, retail and D2C with a CRM and data layer. Ask what the web and CRM side of the Bags & Bows and Pulver integrations taught him.
◆ Speaking: Bumps in the Road · Oct 21, 1:20pm
Open with Congrats on closing Element. Is moving 27 labs onto the Eurofins platform your team's focus, or with operations already?
Profile VP, Corporate Development, Eurofins (Americas), since 2021; Plymouth Meeting / Philadelphia Wharton (2009–11); Penn State Schreyer Honors (2001–05) ACG Philadelphia Strategic Acquirers Network committee; Middle Market Growth “Corp Dev Professional to Watch” (2022) Panel Oct 21, 1:20pm, Room 202AB, with Matt Brinker and Rick Horowitz Career 2021–now: VP Corp Dev, Eurofins 2011–2021: Senior Director, Corp Dev, Comcast / NBCUniversal 2005–2009: Associate, Principal Investments, Merrill Lynch 100+ deals closed. On his watch: Element NA labs (~$400M, closed Oct 1, 2026); E&E testing sold to UL (€575M) What Eurofins sells Testing for food, environment, biopharma, clinical, genomics; listed in Paris FY2025 revenue €7.3B; North America ~37%. 65,000+ staff, 950+ labs 40 acquisitions in 2025, 15 in North America Element: 27 labs, ~750 staff, folding into NA BioPharma; “continuity of service” is the stated priority Acquired labs usually become “Eurofins [Name]” (unverified for Element) Building its own LIMS and IT suites; €100M IT capex in 2025 Public voice Speaking Oct 21: Bumps in the Road and Roadblocks Feb 2026: Transaction Advisors M&A Forum on post-close execution LinkedIn quiet, comments off Angles for Axelerant Element labs' sites move into Eurofins now. Offer a migration that keeps lab finders, quote forms and portals working. ~15 NA deals a year: a repeatable Day-1-to-Day-100 digital kit (brand swap, content, CRM, lead routing). Carve-outs: the UL sale needed digital separation. Fits his “bumps in the road” panel. Stay out of the LIMS; own the commercial layer next to it (lead capture, multi-lab CRM, customer data). Should meet Nick Irion Head of Holman Private Equity
Holman → Open with Are you after platforms alongside the fleet business, or more integrations like ARIZA?
LinkedIn match is medium confidence
Profile Head of Private Equity, Holman, since ~Jan 2025; Philadelphia area Villanova (Economics, Finance); MBA, Cornell Smart Business Dealmakers Philadelphia speaker (2024) Career ~Jan 2025–now: building Holman's buyout arm ~2020–2024: L2 Capital Partners, Devon, PA: VP on deals, then Principal and Head of BD & IR Earlier: Senior Associate, ABS Capital Partners; Associate, Harren Equity Partners ~4 years in investment banking before business school What Holman does Family-owned since 1924, Mount Laurel, NJ; 10,000+ staff across North America, UK, Germany Fleet management (~2.1M vehicles), 74 dealership franchises, upfitting, parts, insurance Sep 2026: bought out partner in ARIZA (Mexico); ARIZA brand, site and materials moving onto Holman for “one unified fleet platform” Pattern: folds acquired brands into the master brand (ARI and five others became Holman in 2022) Holman PE: control buyouts and co-invests in automotive, transport, logistics, specialty vehicles, rail services (aggregator; check size not public) Sister arm Holman Growth Ventures (2019): venture bets incl. Tekion, Gatik, Rivian Public voice No talks, podcasts or articles found Angles for Axelerant ARIZA is a live brand retirement across the US, Canada and Mexico. Ask how it's going and what the playbook is next time. HPE targets founder-built services and distribution firms; offer a 100-day package: brand migration, CRM, pipeline reporting. “One point of contact for multinational customers” is a CRM and data problem. He did portco operating work at L2. Pitch a repeatable value-creation partner for each add-on. Should meet Russell Stong Private Equity Investment Team
Holman → Open with How do you look at a target's systems and customer data when you screen a deal?
Profile Holman investment team; LinkedIn headline reads Senior Analyst, Holman Growth Ventures Likely the former UCLA basketball guard (2018–23): mechanical engineering and business economics, then UCLA engineering grad school (unverified match) Rapport: NCAA Elite 90 award, UCLA Scholar-Athlete of the Year, founded an engineering scholarship Career Holman Growth Ventures / Holman PE: Analyst, then Senior Analyst or Associate (dates unverified, likely 2024+) No deals attributed publicly What Holman does Family-owned since 1924, Mount Laurel, NJ; 10,000+ staff across North America, UK, Germany Fleet management (~2.1M vehicles), 74 dealership franchises, upfitting, parts, insurance Sep 2026: bought out partner in ARIZA (Mexico); ARIZA brand, site and materials moving onto Holman for “one unified fleet platform” Pattern: folds acquired brands into the master brand (ARI and five others became Holman in 2022) Holman PE: control buyouts and co-invests in automotive, transport, logistics, specialty vehicles, rail services (aggregator; check size not public) Sister arm Holman Growth Ventures (2019): venture bets incl. Tekion, Gatik, Rivian Public voice No finance talks or articles; only scholarship quotes (Daily Bruin, Jun 2024) Angles for Axelerant He screens deals: offer a quick digital diligence checklist (site, CRM, data, martech debt). Engineering background: talk data integration and portfolio KPI dashboards. HGV portcos (Tekion, Gatik) need GTM sites and RevOps as they scale. Open with Three years in, what's been hardest to standardize across D&Z's businesses?
Profile SVP, Finance, Strategy & Corp Dev since Apr 2023, a new role; reports to CFO Kathleen King BS Accounting, Susquehanna; CPA Rapport: central-PA roots, public-company (American Water) to family-owned move Career 2023–now: Day & Zimmermann 2014–2023: American Water: VP & Treasurer (~$3B/yr capital plan), VP Internal Audit, CFO Mid-Atlantic 2002–2014: finance roles at Conversant and FSM, Harrisburg 1997–2002: KPMG What Day & Zimmermann does Family-owned (Yoh family) since 1901, Philadelphia; ~43,000 staff, ~$2.5–2.7B revenue Units: Maintenance & Construction, Munitions & Government (American Ordnance), Yoh staffing, Mason & Hanger, SOC security Last deal: Empire Products (Aug 2023), only renamed to D&Z in Jan 2026. No M&A 2024–Oct 2026 2026 push into nuclear: certifications, Deep Fission SMR partnership, Chief Nuclear Officer Web: dayzim, yoh, masonandhanger and soc-usa share one HubSpot account. American Ordnance (aollc.biz, ASP.NET) and Davis-Pickering sit outside it New CMO-led “Brand Essence” work launched Jan 2026 Public voice No talks, articles or quotes found Angles for Axelerant Empire Products took ~2.5 years to take the D&Z name. Offer to own brand, site and CRM on day one next time. Finish the consolidation: bring American Ordnance and Davis-Pickering into the shared HubSpot. His role ties finance to strategy: one dashboard of pipeline and hiring by business unit. Nuclear push: a nuclear section and lead routing inside the existing HubSpot, no new site. Open with You're new in the seat: is year one about the deal pipeline or post-close integration?
Profile Sr. Director, Strategy & Corp Dev, joined 2026 (matches a D&Z job posting) Villanova: engineering degree and master's New in seat, so still forming views and vendors Career 2026–now: Day & Zimmermann 2024–2026: VP FP&A, Horizon Services 2021–2024: Liquid Environmental Solutions, corp dev then Director FP&A 2019–2021: Strategic Investments Senior Associate, Aramark Earlier: investment banking, Carl Marks What Day & Zimmermann does Family-owned (Yoh family) since 1901, Philadelphia; ~43,000 staff, ~$2.5–2.7B revenue Units: Maintenance & Construction, Munitions & Government (American Ordnance), Yoh staffing, Mason & Hanger, SOC security Last deal: Empire Products (Aug 2023), only renamed to D&Z in Jan 2026. No M&A 2024–Oct 2026 2026 push into nuclear: certifications, Deep Fission SMR partnership, Chief Nuclear Officer Web: dayzim, yoh, masonandhanger and soc-usa share one HubSpot account. American Ordnance (aollc.biz, ASP.NET) and Davis-Pickering sit outside it New CMO-led “Brand Essence” work launched Jan 2026 Public voice Angles for Axelerant Pre-close checklist for a target's site, CRM and data, plus the cost to fold it into D&Z's HubSpot. Ask what he's building in year one: deal pipeline or post-close integration. FP&A framing: what each separate site and portal costs, and how long it takes to fold in. Should meet Brian Taylor Sr. Financial Analyst (corp dev title unverified)
Day & Zimmermann → Open with Who owns systems integration after a deal?
LinkedIn not found. Photo from theorg.com, which lists him as Sr. Financial Analyst at D&Z; confirm it’s him
Profile Listed as Sr. Financial Analyst, D&Z since 2023; corp dev title unverified BS, Towson (unverified; common name) Career 2023–now: Day & Zimmermann 2012–2022: NewRez, branch and wholesale operations management What Day & Zimmermann does Family-owned (Yoh family) since 1901, Philadelphia; ~43,000 staff, ~$2.5–2.7B revenue Units: Maintenance & Construction, Munitions & Government (American Ordnance), Yoh staffing, Mason & Hanger, SOC security Last deal: Empire Products (Aug 2023), only renamed to D&Z in Jan 2026. No M&A 2024–Oct 2026 2026 push into nuclear: certifications, Deep Fission SMR partnership, Chief Nuclear Officer Web: dayzim, yoh, masonandhanger and soc-usa share one HubSpot account. American Ordnance (aollc.biz, ASP.NET) and Davis-Pickering sit outside it New CMO-led “Brand Essence” work launched Jan 2026 Angles for Axelerant Ask how the team tracks business-unit performance after a deal. Use as a door to Dombkowski and Merante: “Who owns systems integration after a deal?” Should meet John Bova Operating Partner, Strategy & M&A
Ondas → Open with First check which Ondas entity he's with. Then: with ~8 deals this year, how are you handling the commercial side of all those brands?
Ondas Networks split from the parent in Jan 2026; confirm which entity he’s with
Profile Operating Partner / Senior Advisor, Strategy & M&A, Ondas Networks (DealMAX 2026); “VP Corp Dev” unverified Fairfield County, CT; BA Economics & IR, MBA ACG CT and NY, Private Directors Association, Exit Planning Institute, AM&AA; trustee, Aloha Foundation Check employer: Ondas Networks was deconsolidated from the parent (now Ondas Inc.) in Jan 2026 Career Now: Ondas Networks; also Commercial Growth Advisor, Craig Group Independent operating partner for H.I.G., Trivest, THL, Egeria, Emigrant 15+ years building PE value-creation practices at CohnReznick, RGP, AWS (PE BD) and Wipfli Earlier: exec at five mid-market industrial manufacturers, four sold to strategics What Ondas sells Drones, counter-drone, ground robots and defence software (NASDAQ: ONDS) Q1 2026 revenue $50.1M; 2026 guide ≥$390M; ~$1.48B cash 2026 deals: Roboteam, Sentrycs, 4M Defense, World View, Mistral, Omnisys and more Palantir Foundry across sales, marketing, production and field support Analysts flag integration risk across the acquired companies Public voice Dave Bookbinder podcast (Apr 2022): first-year value-creation plans, tech-ops as a lever Divestopedia articles on operating partners and exit planning DealMAX 2026 speaker Angles for Axelerant First confirm which Ondas entity he's with. Six-plus deals this year: a post-close template for web, CRM and data. One revenue engine across brands, matching his GTM background. Clean CRM and web data feeding Foundry. Also: he can bring Axelerant to other PE portcos he advises. ZC Should meet Zachary Crowell Corporate Development Manager
Asplundh → Open with Do acquired companies keep their name and web presence, or move under the Asplundh brand?
Profile Manager, Corporate Development, Asplundh since 2024; Horsham, PA HQ Bachelor's, Franklin University Switzerland; Russian studies, St Petersburg State Source: ZoomInfo only Career 2024–now: Asplundh 2022–2024: Investment banking, SES ESOP Strategies 2019–2022: Transfer pricing, KPMG What Asplundh does Family-owned vegetation management and utility services, est. 1928; ~36,000 staff, US, Canada, Australia, NZ 2026: new co-presidents (May) and COO Chris Farley, ex-Waste Management (Sep) Deals: Voltyx, Chevron NZ (2024), Bobcat Power (2025), Fitzwater (Oct 2025), The Control Group, Australia (Sep 2026) Mixed brand pattern: some rebranded (Asplundh Infrastructure Group, Asplundh Electrical Testing), recent deals keep their names Sep 2026: chose Samsara for “a single view” of its fleet Public voice None found; company voice is Matt Asplundh and the co-presidents Angles for Axelerant Rebrand or keep local? Offer a decision framework and a multisite platform so each deal plugs in fast. Post-close CRM and data across US, Australia and NZ to support “One Asplundh”. Samsara gives one fleet view; customers and contracts need the same. New leadership means a fresh look at shared services. Ask who owns post-close digital. Open with As you add categories, will each brand keep its own site and stack?
Profile Co-Founder & CEO, Crown Brands Group (2024), New York BBA, Baruch Zicklin (unverified) Finance background, two deals in; don't confuse with the Raymond Dayan at Gina Group Career 2024–now: Crown Brands Group 2023–24: Senior Associate, SFW Capital Partners 2021–23: PE Associate, Gainline Capital 2018–21: IB Analyst, Guggenheim Deals: Hanky Panky (Dec 2025, with Rafar), Cosabella from Calida (Jul 2026) What Crown Brands does Buys heritage consumer brands, keeps brand and licensing, licenses out operations Backer: G72 Holdings (Gindi family office) Intimates is the first vertical; looking at apparel and lifestyle next Rafar runs design, e-commerce and distribution under licence; Dreamwear has Cosabella sleepwear Both brands on separate Shopify stacks (Klaviyo, Gorgias, Yotpo/Searchspring); Cosabella also has EU and UK stores Public voice Dec 2025: Hanky Panky “sets the standard for our portfolio strategy” Jul 2026: Cosabella “validates the model… Intimates is our first vertical” Angles for Axelerant Licensees own the stack. Ask what brand-level data Crown gets back; pitch a Crown-owned data layer. Each new brand arrives with its own stack: a standard 90-day digital onboarding. A CRM for licensing pipelines, partners and deal sourcing at Crown level. A shared design system so every licensee storefront stays on-brand. Should meet Steven DelCarlino Director, Corporate Development
Jabil → Open with Hanley still has its own brand and site. Does Jabil keep acquired businesses distinct, or bring them under Jabil?
LinkedIn match is medium confidence
Profile Director, Corporate Development (title partly unverified), Jabil, since Jul 2024; Philadelphia BBA, Temple Fox; MBA, Kettering; supply chain cert, Villanova; corp dev cert, Wharton Exec Ed Don't confuse with the Stephen DelCarlino who runs a Jenkintown travel agency Career 2024–now: Jabil ~2020–2024: Partner, ICI Equity Partners (unverified); Manager, Treya Partners (procurement-led EBITDA work for PE) ~2017–2020: GEP Worldwide; earlier Drexel sourcing, CBIZ MHM What Jabil sells Contract manufacturing and engineering, NYSE: JBL; FY2026 ~$35B revenue Cloud and data center ~$10.9B (+47%) Deals: Mikros (liquid cooling, 2024), Pii (pharma CDMO, Feb 2025), Hanley Energy (~$725M, Jan 2026) Acquired brands keep their own sites: “Pii – a Jabil Company”; hanleyenergy.com (WordPress) has no Jabil mention Public voice Angles for Axelerant A “Hanley, a Jabil Company” brand-bridge that keeps Hanley's data-center equity. One customer view across Pii and Hanley lead flows. He's a sourcing person: quantify savings from consolidating CMS, martech and agencies. A template so the next data-center tuck-in onboards in weeks. AIT lookalike · Direct competitor David (Dave) Bass Managing Partner & COO
Telmac Group → Vendor-neutral technology advisory for PE
Open with Ask how Telmac gets paid, and who delivers after the RFP.
Photo is Telmac's illustrated leadership portrait
Profile Managing Partner and COO, Telmac Group (since Dec 2020), Warminster, PA Other leaders: Robert McGuire (Founder, MP and CRO), Linda Jeffries (Director, Program Management) Career 2016–2020: VP Sales & Operations, Nationwide Communications 2007–2016: Channel Sales Manager, CenturyLink Business 2003–2007: Channel Sales Manager, Cavalier Telephone 1990s–2001: Co-founder and President, TSI Technologies (communications consultancy) Expertise: cloud, network, security, contact center and voice sourcing; contract negotiation; PE buy- and sell-side prep What Telmac sells Vendor-neutral IT and connectivity advisory, not paid through resale margins Sourcing and negotiation, advisory and transformation, fractional procurement, IT cost optimization (OptiControl for SMBs) PE offer: tech due diligence, vendor renegotiation for EBITDA, portfolio-wide vendor strategy, post-close integration, sale prep Claims 20–40% savings and $350M+ a year; fees undisclosed (savings-share "WIN/WIN" model); PE page counter shows "$0M+" Public voice Very little: no talks or articles found. Only quotes are in the May 2026 Telmac × CLD Consulting partnership release on why communications modernization fails.
Angles for Axelerant A telecom cost-cutting shop with a PE page added on; core is network and contact-center spend, not digital platforms. Press on "vendor-neutral": ~13 years as a carrier channel sales manager. Ask how Telmac gets paid. They hand off delivery (CLD partnership). Axelerant advises and delivers in one team. Thin PE proof: anonymous case studies, no named PE clients. Lead with named outcomes.
Exit planning and business-systems coaching that prepares founder-led companies for PE ownership
◆ Speaking: Founder-Led → Institutional · Oct 21, 11:00am
Open with When your founder clients get ready to sell, who makes their systems and data buyer-ready?
LinkedIn not found. Photo from the M&A East speakers page; check it's her
Profile Founder and principal, Chadd House Partners (Chadds Ford, PA), founded ~2023 JD, Penn Carey Law; studied at Yale; Certified Exit Planning Advisor (CEPA); Lean Manufacturing certified Focus: founder-led manufacturing, distribution, e-commerce and financial-services businesses Partner: husband Col. Jeffrey S. Alderfer (USAF, ret.), CFP and fractional COO Boards: ACG Philadelphia, West Catholic Prep, Wilmington Rowing Center, Delaware Valley Combined Training Assn Rapport: competitive rower and dressage rider Nielsen-Kellerman career Joined 1991; worked across service, sales, marketing, ops, product, finance, IT and legal; CEO 2008–2023 2010: led management buyout backed by Edgewater Capital and JZ Partners 2017: Clearview Capital (Fund III) became owner 2019–2020: acquired Ambient Weather, RainWise and MagnetoSpeed Jan 2023: handed CEO role to Chuck Arkell; stayed on as President (M&A, IP, legal) Dec 2024: sold to Gladstone Investment (third PE owner) Revenue grew ~6–7x from 2010 while profitable; 10+ Philly Top Workplace awards What Chadd House sells Exit and transition planning; guidance through the sale Growth planning, meeting rhythms, accountability systems; better financial reporting Advisory board and operating partner roles Via Jeff Alderfer: fractional COO, systems selection and implementation, owner financial planning No published framework, case studies or pricing. Tagline: "Maximizing Value, Calming the Chaos." Public voice Speaker at M&A East (Founder-Led → Institutional Platforms, Oct 21, 11:00am) 8-Figure Product CEO podcast, ep. 49 (Jun 2020): PE ownership, add-ons, multiple brands, Amazon and DTC View: a deal is only win-win if it works for founders, management, employees and investors Angles for Axelerant Referral partner, not competitor: her founder-led clients need web, e-commerce, CRM and data made buyer-ready. She knows why digital matters (ran Ambient's Amazon/DTC business, integrated acquisitions). Talk value at sale, EBITDA, integration. Way in through ACG Philadelphia, where she's on the board; a co-hosted session could feed PE pipeline. Lead with a sale-readiness story: a founder-led manufacturer with clean systems and RevOps data selling at a higher valuation. No one matches that search.
Joe Mirabile
Seth Goldblum
Kurt Koloseike
Alix James
Brad Segal