Event calendar

DC Entrepreneurs Forum

As part of our ongoing series, Olga Kaplan of leading growth equity firm Vista Equity Partners will discuss the profile of companies that are getting funded and how Vista is working with portfolio companies to navigate the current environment. Ryan Lund from UBS Technology Banking will discuss the broader M&A and financing market for private technology companies.

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Belle Haven Country Club, Alexandria, VA

23 May , 202312:00 PM - 2:00 PM Eastern

  • Olga Kaplan, Vista Equity Partners
  • Ryan Lund, UBS Technology Banking
  • Brian Fischbein, UBS Investment Banking

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UBS Investor Watch - Selling a business

Join us for an upcoming webinar for business owners considering an exit.

Coming off an active market for mergers and acquisitions, the latest UBS Investor Watch looks at business owners who now face headwinds from higher interest rates, inflation and political uncertainty. We spoke with owners considering an exit and those who recently sold their business.

Among current business owners, we found that many fear they missed their best chance to sell. But experts advise that opportunities still exist and the key to attracting the right buyer is to plan ahead. As for business owners who recently sold, most wish they’d taken more time to prepare. They’d agree: start planning now to be ready when the winds shift and opportunity arrives.

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02 August , 20231:00 PM - 2:00 PM Eastern

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    DC Entrepreneurs Forum | Growth Equity: The Road Ahead?

    Fireside Chat & Cocktail Reception: Our Private Wealth Managemet team cordially invites you to our biannual series for leading entrepreneurs and company founders on the state of the private capital markets for growth companies. With interest rates at 20-year highs and subdued IPO and M&A activity, we will ask a leading growth equity investor, a tech executive who founded and sold his software business to a growth equity fund, and a UBS Technology Investment Banker about their thoughts on the road ahead for growth equity. The panel will again be moderated by Brian Fischbein, Head of UBS Investment Banking Coverage for the Mid-Atlantic and Southeast. Our team's estate and tax planning specialist, Karlyn Wright, will explain opportunities that this environment presents for planning with private stock.

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    UBS, 7272 Wisconsin Ave., Bethesda, MD 20814 (rooftop conference room)

    09 November , 20234:00 PM - 6:00 PM Eastern

    • Ramzi Ramsey, Managing Director, Blackstone Growth
    • Prasad Gollapalli, Founder, Trucker Tools
    • Vikram Kaushik, UBS Technology Investment Banking

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