Verified institutional investors
Complimentary
For institutional investors and family offices using a verified professional email. Unrecognized organizations may request manual review.
Verification required · Subject to approval
From transaction readiness to post-acquisition value creation
Overview
Successful M&A execution requires more than completing diligence, negotiating transaction documents, and reaching closing. For institutional investors participating in deal-by-deal private equity co-investments, execution quality determines whether critical knowledge is preserved, the investment thesis remains connected to operating priorities, and management has a clear path to post-acquisition value creation.
This session examines the infrastructure needed to support a transaction from preparation through closing and into ownership. Participants will explore three complementary capabilities—General Documentation, Transaction Program Management, and Acquisition Assurance — and learn how to capture institutional knowledge, coordinate interconnected workstreams, identify execution dependencies, and translate underwriting assumptions into an actionable post-acquisition roadmap.
Access & Pricing
Eligibility and pricing are shown before checkout. Complimentary access is verified using a professional email and organization information; selecting an audience category alone does not establish eligibility.
Verified institutional investors
Complimentary
For institutional investors and family offices using a verified professional email. Unrecognized organizations may request manual review.
Verification required · Subject to approval
Professional access
$999
For advisors, vendors, operators, competitors, and other professionals. Registration proceeds directly to secure payment.
Immediate checkout · No institutional verification
00:00 – 00:10
Where transaction success and investment success diverge.
00:10 – 00:28
Capture decisions, assumptions, business context, and institutional knowledge.
00:28 – 00:50
Governance, owners, dependencies, milestones, decisions, and reporting.
00:50 – 01:10
Connect diligence, the business essence, the investment thesis, and execution readiness.
01:10 – 01:22
Translate underwriting assumptions into coordinated operating initiatives.
01:22 – 01:30
Questions from investors, advisors, and operators.
Saturday, November 14, 2026 at 11:00 AM EST – 12:30 PM EST · 90 minutes

Founder & Managing Principal, SBC Capital
Alex leads SBC Capital's long-term acquisition strategy in the lower-middle market.
Interactive session
30 days
Session resources
With the speaker
Practical tools
Traditional diligence assesses a transaction before closing. Acquisition Assurance also examines whether the investment thesis, operating roadmap, governance, and execution capabilities can support value creation after closing.
Institutional investors, private-equity sponsors, M&A advisors, transaction leaders, and portfolio-company operators.
Attendees receive a transaction-continuity checklist and an illustrative governance and dependency framework.
Yes. Registered attendees receive 30-day replay access.
Carry transaction knowledge and decisions into post-close execution.
A practical model for owners, dependencies, milestones, and decisions.
Identify execution gaps before they impair the value-creation plan.
Connect what was underwritten with what management must actually deliver.