Must meet
5/5
CBIZ
Patrick Mumman (VP Corp Dev); Seth Goldblum (Sr MD)
◆ Yes, Goldblum moderates: Operating Partner Playbook, Oct 21, 10:00am
LinkedIn intelMumman active · Goldblum occasional
- Mumman, yesterday: CBIZ is heading to SuiteWorld (NetSuite) right after M&A East
- Mumman, Jul: spoke on a Global M&A Network panel in NYC on how M&A has changed
- Goldblum, Feb 2025: moderated ACG Philadelphia’s “Growing Role of the PE Operating Partner” with Tom Caruso on the panel
- Goldblum, Sep: hosted CBIZ’s National Private Equity golf outing
Use it: CBIZ sells NetSuite work, so lead with a partnership angle: “We do the CRM side next to your NetSuite builds.” With Goldblum, open on his 2025 panel with Tom Caruso.
★ Mumman is 2nd-degree. Book before the 21st, he flies to SuiteWorld after.
Why meet themThe multi-brand consolidation problem at large scale: two firms merged (Marcum, $2.3B) with overlapping systems, plus a carve-out that has to stand up its own stack.
What to say"Between Marcum and the Grant Thornton deal, CBIZ has had a big two years. Is the Benefits & Insurance carve-out standing up its own systems, or staying on CBIZ's for a while?"
Check firstLarge and procurement-heavy, so lead with the carve-out.
Account detail and tech stack →
Research notes
Marcum non-attest acquisition (Nov 2024) • New unified CIO/CTO role, Peter Scavuzzo (May 2026), to merge enterprise and client tech • Grant Thornton take-private ($5B, Q4 2026) • CBIZ Benefits & Insurance spin-off backed by New Mountain • Diamond sponsor; 12 attendees
It points at the carve-out, a fresh, contained piece of work with a clear owner. It shows we've done our homework, and his answer tells us who owns it, which leads into asking for a Scavuzzo intro.
Must meet
4/5
Eurofins Scientific
Brad Segal
◆ Yes: Bumps in the Road, Oct 21, 1:20pm
LinkedIn intelLow · comments off
- Jul 21: shared the Element North America life-sciences acquisition (closed Oct 1)
- Feb: spoke at Transaction Advisors’ M&A Forum on post-close execution
Use it: Do not rely on LinkedIn. Catch him after his 1:20 session; the Element integration is the hook.
Why meet themEurofins just closed a $400M buy of 27 Element labs (Oct 1) and is integrating them now.
What to say"Congrats on closing Element's life sciences labs. Is moving 27 sites onto the Eurofins platform the main focus for your team, or is that with operations already?"
Account detail and tech stack →
Research notes
Eurofins VP Corp Dev (Americas); ex-Comcast NBCU corp dev, 100+ deals. Closed $400M buy of Element's NA life-sciences labs Oct 1, 2026 (27 labs, ~750 staff); sold E&E testing to UL Solutions for €575M. Integration under way now.
It refers to a specific, verified recent event and asks for their view instead of pitching, so they describe the systems or integration pain in their own words.
Must meet
4/5
Paris Corporation (ex-S. Walter)
Kurt Koloseike (CEO)
◆ Yes: Founder-Led to Institutional Platforms, Oct 21, 11:00am
LinkedIn intelDormant · last post Sep 2025
- Sep 2025: announced a new role as President & CEO (headline now reads CEO, Paris Corporation)
- 2021: NewSpring CEO Hall of Fame; launched digital enhancement capabilities
Use it: Not reachable via LinkedIn activity. Approach after his 11:00 panel or by email.
Why meet themMulti-brand consumer products company whose brands run on separate websites, with a new CEO: brand fragmentation plus a fresh mandate.
What to say"You took S. Walter through the Veritiv sale and you're now at Paris. When you institutionalize a founder-led company, do the systems come first or the people?"
Check firstParis's owner or PE sponsor not found. Attendee list still shows S. Walter; he speaks as Paris CEO.
Account detail and tech stack →
Research notes
Brands PrintWorks, Elementree, DocuGard, DocIt, Weego • pariscorp.com (WordPress) and myweego.com run separately • Homepage still names the previous CEO, so the site hasn't caught up • Took S. Walter through the Veritiv sale (2025)
It builds on his panel topic and his own track record, so it's flattering and on-topic. A new CEO usually sets a 100-day systems agenda, and this lets him bring it up himself.
Must meet
4/5
USSC Group
Joe Mirabile (CEO)
◆ Yes: Operating Partner Playbook, Oct 21, 10:00am
LinkedIn intelVery active · posts weekly
- Yesterday: thanked APTA for the TRANSform show, hosted FTA and APTA leadership at the USSC booth
- Aug: announced a seating partnership with Recaro
- Mar: welcomed Reacton (UK, Dubai) into the USSC family; Dec 2024: Dafo, the largest acquisition in USSC history
- Perth: five business groups (Mechfire, QTEC, Lyons, FPT, USSC Australia) consolidated into one facility
Use it: Comment on his APTA post this week. Opener: “Reacton, Dafo, QTEC, Mechfire, each with its own site. Who owns pulling the brand story together?”
★ 2nd-degree: Joginder Singh is a mutual connection. Ask for a warm intro.
Why meet themClosest twin to our recent safety-sector work: built by acquisition, with about 12 brands under one PE owner.
What to say"With Reacton, Dafo and Shoxs in about 18 months, how are you running a dozen-plus brands for customers on four continents: separate, or coming together?"
Check firstCheck whether Cogenuity has a preferred integrator. Title on site: President & CEO.
Account detail and tech stack →
Research notes
~12 brands (Fireboy, Fogmaker, Sy-Klone, Dafo, Reacton, Shoxs…) across 4 continents on one WordPress/WooCommerce site plus a separate support site • Cogenuity buyout Nov 2024 • Dafo (Dec 2024) and Reacton (Mar 2026) added Sweden and UK businesses • Mirabile has led 20+ acquisitions
It asks about the brand-architecture decision he's facing right now, which his panel topic sets up. Whatever he answers, the natural next line is 'we just did this for a four-brand safety company', which is proof rather than a pitch.
Should meet
2/5
Asplundh
Zachary Crowell
Why meet themAsplundh keeps buying companies (Fitzwater, The Control Group, a business in Australia) and has to decide how each one is branded.
What to say"Fitzwater kept its own management after joining Asplundh. Do acquired companies usually keep their name and web presence, or move under the Asplundh brand?"
Account detail and tech stack →
Research notes
Asplundh 'family of companies': Fitzwater (Oct 2025, kept its management), The Control Group, Australia (Sep 2026), Samsara fleet tech (Sep 2026). New co-presidents and COO in 2026.
It refers to a specific, verified recent event and asks for their view instead of pitching, so they describe the systems or integration pain in their own words.
Should meet
3/5
Crown Brands Group
Raymond Dayan
Why meet themCrown Brands is collecting heritage brands (Hanky Panky, Cosabella) and is a listed buyer at the event.
What to say"Pairing heritage brands with an operating partner like Rafar is an interesting model. As you add categories, will each brand keep its own site and stack?"
Check firstRafar runs e-commerce under licence, so Dayan may not own platform decisions.
Account detail and tech stack →
Research notes
CEO, Crown Brands Group (backed by G72, the Gindi family office). Bought Hanky Panky (Dec 2025) and Cosabella (Jul 2026); listed as a buyer in M&A East DealSource; looking at new categories.
It refers to a specific, verified recent event and asks for their view instead of pitching, so they describe the systems or integration pain in their own words.
Should meet
3/5
Day & Zimmermann
James Merante (SVP); Anthony Dombkowski; Brian Taylor
Why meet them9+ brands with separate careers portals and sites (Mason & Hanger, Yoh, American Ordnance…); the corporate site may run on HubSpot (low confidence).
What to say"You came from American Water to build a combined finance, strategy and corp dev function. Three years in, what's been hardest to standardize across D&Z's businesses?"
Check firstNo live M&A trigger. Dombkowski's and Taylor's titles not verified.
Account detail and tech stack →
Research notes
Multiple brand sites/portals • Expanding into nuclear and data-center EPC (2026) • No recent acquisitions found
'Standardize across businesses' is the multi-brand problem in his own words, and it's about his role, not our product.
Should meet
3/5
Holman
Nick Irion (Head of PE); Russell Stong
Why meet themLive brand consolidation: Holman is retiring ARIZA and moving its website, digital properties and materials onto Holman, the same work as a multi-brand unification.
What to say"You've been building out Holman's PE effort since leaving L2. Are you after platforms alongside the fleet business, or more integrations like ARIZA?"
Check firstARIZA migration sits with Holman corporate, so ask Nick for an intro. PE team role not confirmed.
Account detail and tech stack →
Research notes
Took full ownership of ARIZA (Mexico), Sep 2026; ARIZA brand retired • Irion is building Holman PE (joined ~Jan 2025 from L2)
It shows we know about the ARIZA move without assuming he owns it, and it opens his PE thesis, which is where future add-ons (and their sites/CRMs) will come from.
Should meet
3/5
Jabil
Steven DelCarlino
Why meet themJabil bought Hanley Energy (about $725M) and Pii; Hanley still runs its own site.
What to say"Hanley still has its own brand and site nine months in. Does Jabil keep acquired businesses distinct, or bring them under Jabil once integrated?"
Check firstDirector title not verified; LinkedIn just says 'Corporate Development'.
Account detail and tech stack →
Research notes
Jabil. Hanley Energy (~$725M, Jan 2026) and Pii (Feb 2025) acquisitions; Hanley still runs its own site.
It refers to a specific, verified recent event and asks for their view instead of pitching, so they describe the systems or integration pain in their own words.
Should meet
3/5
Ondas
John Bova
Why meet themRapid serial acquirer with a stated data-consolidation program, but larger and defense-focused.
What to say"Ondas has done something like eight deals this year and is rolling Foundry out across its sites. How are you handling the commercial side of all those brands?"
Check firstTitle unclear (Operating Partner or Sr Advisor, Strategy & M&A). Defense compliance applies.
Account detail and tech stack →
Research notes
~8 deals in 2026 (Roboteam, Sentrycs, World View, Mistral…) • Palantir Foundry at 4 of 5 US sites • Bova's background: M&A integration, RevOps
It uses his RevOps background and a gap Foundry doesn't cover (commercial/CRM), so it reads as peer-to-peer.
If time
1/5
Aerial Signs & Awnings
Yinka Akinyemi
Why meet themSmall sign maker with big-name clients; may be looking to buy or sell.
What to say"Your client wall (Wawa, SEPTA, U-Haul) is impressive. Are you here to grow by acquisition or exploring options?"
Check firstDirectory lists Co-Owner, not COO. Small deal size.
Account detail and tech stack →
Research notes
Aerial Signs & Awnings (Chester Twp, PA): small sign maker; clients include Wawa, SEPTA, U-Haul.
It refers to a specific, verified recent event and asks for their view instead of pitching, so they describe the systems or integration pain in their own words.
If time
1/5
B2B Soft
Gary Khabinski
Why meet themFounder-led software company running a scattered set of web and support tools.
What to say"Going from a Brooklyn phone store to powering 10,000 carrier doors is a great story. What brings a founder-led software company to M&A East?"
Account detail and tech stack →
Research notes
Co-founder & CEO, B2B Soft (telecom retail POS; AT&T/Verizon/Cricket; '10,000 doors'). Fragmented stack: WordPress, Zoho Desk, Zopim; partners with TracPoint (a HubSpot partner).
It refers to a specific, verified recent event and asks for their view instead of pitching, so they describe the systems or integration pain in their own words.
If time
0/5
DynaComm
Marianne Gooch
Why meet themCoaches leaders on communications during deals; a referral contact rather than a buyer.
What to say"You've led communications through acquisitions yourself. What do leaders most often get wrong telling customers and staff about a deal?"
Account detail and tech stack →
Research notes
DynaComm (Houston): executive communications coaching; small consultancy, so better treated as a referral contact than a buyer.
It refers to a specific, verified recent event and asks for their view instead of pitching, so they describe the systems or integration pain in their own words.
If time
0/5
S. Walter Packaging Corp.
Steve Kochanski
Why meet themS. Walter was sold to Veritiv, so there is little left to sell into.
What to sayLow priority; the business is now part of Veritiv.
Check firstRole not verified.
Account detail and tech stack →
Research notes
S. Walter CFO: company sold to Veritiv (Sep 2025).
It refers to a specific, verified recent event and asks for their view instead of pitching, so they describe the systems or integration pain in their own words.
If time
1/5
SLM Facility Solutions Nationwide
Rich Hipp
Why meet themFacility services firm with a 6,000-vendor network, several client systems to connect and a dated website.
What to say"Plugging into ServiceChannel, Coupa and Corrigo across 6,000 vendors must be a big integration job. How do you keep client reporting consistent?"
Check firstCEO title not verified; site says women-owned (WBENC).
Account detail and tech stack →
Research notes
SLM Facility Solutions (Green Lane, PA): facility maintenance for chains like McDonald's and Cracker Barrel, 6,000+ vendor network, integrates ServiceChannel/Coupa/Corrigo, custom client portal. Dated WordPress site.
It refers to a specific, verified recent event and asks for their view instead of pitching, so they describe the systems or integration pain in their own words.
If time
1/5
StoneMor Partners, L.P.
Yijie Hu
Why meet themStoneMor became Everstory after building up about 470 locations. He may have moved on.
What to say"Since the StoneMor-to-Everstory rebrand, how do the acquired funeral homes handle local names and web presence?" (only if he's still there)
Check firstLinkedIn suggests he may now be at GAF; check his badge.
Account detail and tech stack →
Research notes
StoneMor became Everstory Partners in 2023 (~470 locations, many acquired).
It refers to a specific, verified recent event and asks for their view instead of pitching, so they describe the systems or integration pain in their own words.
