Andra Partners is a specialized buy-side M&A originations firm, recognized multiple times on the Inc. 5000 (most recently in 2025), with over $1.4B in closed transactions to date. We execute thesis-driven, targeted searches on behalf of leading middle market strategic acquirers, identifying proprietary acquisition opportunities with companies generating $5M–$400M in annual revenue across the U.S., Canada, and offshore.
BlackCloak secures the personal digital lives of corporate executives, high-net-worth individuals, and their families. We tailor our specialist technology, expertise and support to provide bespoke solutions that protect the privacy, devices and homes of our clients from cyber threats, delivering peace of mind in an increasingly connected world.
Graycliff Partners is an investment firm focused exclusively on the lower middle market. Our dedicated equity funds focus on control buyout transactions, primarily in niche manufacturing, business services and value-added distribution. Our dedicated credit funds are more industry agnostic, providing unitranche and subordinated debt, structured junior capital and minority equity to support leveraged and management buyouts, generational transfers, acquisitions and general growth. Graycliff often seeks to partner with family and entrepreneur-owned businesses.
Reclaiming Billions in Healthcare Waste. We partner with mid-size businesses to uncover and eliminate the 25% ($4,000 per employee annually) being wasted on healthcare. As a management consulting firm specializing in healthcare financing, procurement, and management, we provide fiduciary-based, unbiased advice and strategic frameworks to control costs, improve employee well-being, and boost your bottom line. Stop losing money and start investing in your team. Learn how to save with our Quick Benefits Checkup: https://assessment.healthcompassconsulting.com/tba
The Lubbock Economic Development Alliance’s (LEDA) mission is to promote economic growth by creating high-quality jobs, investing in new capital improvements and improving Lubbock’s quality of life. LEDA accomplishes its mission by developing relationships with corporations and individuals across the region, state, and nation that help to provide organizations a business-friendly environment and a skilled, qualified workforce. Our partnerships continue to build upon an infrastructure that helps local businesses grow and foster an innovative and competitive landscape for new businesses to the area. Our industry profile continues to diversify, proving that Lubbock’s economy is stable and viable.
Personiv, an eClerx division, delivers custom, cost-effective solutions that improve the efficiency of teams across the globe by hiring, training and retaining top accounting talent for low-impact tasks. Skilled accounting professionals handle transactional work quickly and effectively while clients pivot toward critical projects that prioritize growth. Whether organizations are looking for AP, AR, general accounting, or more, Personiv is ready to help.
ProServeIT, founded in 2002, is a global award-winning Microsoft Solutions Partner with all six Microsoft Business Solution designations. As a modern IT specialist and trusted advisor, ProServeIT helps industries unlock their digital future, applying a security lens to every engagement and ensuring ROI on tech investments. As a Certified B Corporation, ProServeIT values people and lives by its core values: People Matter; Be Like Gumby; Do It Right.
STS Capital Partners is a global sell-side M&A firm like no other. They are expert guides for private, founder, and entrepreneurial business owners on the journey to achieving an Extraordinary Exit™. Their extensive global relationships, world-class team, and proven deal process bring international strategic buyers and investors to the table who deliver maximum financial value. As a result, they help clients fulfill bigger ambitions in life and leave lasting legacies by inspiring charitable donations through their Success to Significance™ program with a goal of raising billions of dollars in new philanthropic and impact capital to support charities.
Sperity Health is a preventive and longevity-focused health company offering individuals and corporations data-driven diagnostics, continuous monitoring, and personalized care plans. Through memberships or corporate programs, clients access full-body MRI scans, advanced blood panels, VO₂ max fitness testing, genetic/biome analyses and wearable tracking. Sperity Health emphasizes early detection, tailored health optimization, and streamlined access to top physicians—all aimed at extending healthy years and improving quality of life.
The Virtual Hub started with one simple, powerful idea: businesses grow faster when their best people are free to focus on what they do best.
Founded by Barbara Turley, we saw how companies struggled with operational bottlenecks, losing valuable time to tasks that don’t drive growth. Today, we’ve become a global leader in people optimization, empowering companies to scale smarter by providing high-caliber virtual support teams.
Our mission? To revolutionize how businesses operate by unleashing the potential of their existing teams.
VirtuousAI is a strategic AI company revolutionizing how mid-market businesses operate. With its proprietary platform BAIO, VirtuousAI empowers companies to close their Execution Gaps and go further, faster—turning insight into action and strategy into scalable outcomes. See what happens when you operate at AI speed.
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1:00 - 5:00 pm
Over 70% of Executives Surveyed Agree: Many Strategic Planning Efforts Lack Systematic Approach Tips for Enhancing Your Strategic Planning Process
Executives expressed frustration with their current strategic planning process. Issues include:
Steve Rutan and Denise Harrison have put together an afternoon workshop that will provide the tools you need to address these concerns. They have worked with hundreds of executives to develop a systematic approach that will enable your team to make better decisions during strategic planning. Steve and Denise will walk you through exercises for prioritizing your lists and steps that will reset and reinvigorate your process. This will be a hands-on workshop that will enable you to think about your business as you use the tools that are being presented. If you are ready for a Strategic Planning tune-up, select this workshop in your registration form. The additional fee of $695 will be added to your total.
2:00 - 5:00 pm
Female leaders face the same issues all leaders do, but they often face additional challenges too. In this peer session, we will facilitate a discussion of best practices and how to overcome common barriers to help women leaders be more effective within and outside their organizations.
Limited space available.
10:30 - 5:00 pm
General’s Retreat at Hermitage Golf Course
Sponsored by UBS
General’s Retreat, built in 1986 with architect Gary Roger Baird, has been voted the “Best Golf Course in Nashville” and is a “must play” when visiting the Nashville, Tennessee area. With the beautiful setting along the Cumberland River, golfers of all capabilities will thoroughly enjoy the golf, scenery and hospitality.
The golf outing fee includes transportation to and from the hotel, greens/cart fees, use of practice facilities, and boxed lunch. The bus will leave the hotel at 10:30 am for a noon shotgun start and return to the hotel after the cocktail reception following the completion of the round.
