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Evergreen Elevate

March 3-5, 2025

Archer Hotel
3121 Palm Way Austin, TX 78758

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Mark your calendars

Join us for the first-ever Evergreen Elevate! Elevate is a free event designed to help businesses
grow in a meaningful way by providing valuable insights, networking opportunities, and expert-
led sessions. Attendees will gain insight into the M&A market and what they can do to drive
value in their business while positioning themselves for a successful sale when the time comes.

The event will kick off with a Welcome Reception and Networking Event on March 3rd from 5:00PM to 8:00 PM. The main event on March 4th will feature a series of expert-led sessions designed to provide valuable insights into the current state of the MSP industry, value creation strategies, business valuation techniques, and the intricacies of effective leadership. On March 5, there are no formal events, but encourage attendees to take advantage of one-on-one consultation opportunities.

Get ready for a day filled with industry leaders as we take you on a journey from growing value in your business to preparing it for sale.

Mark your calendars and secure your spot at Evergreen Elevate. We can’t wait to see you there!

Agenda

Day 1

5:00 PM – 8:00 PM
Welcome Reception and Activity

Day 2

9:00 AM – 10:00 AM
State of M&A and the MSP Industry

10:00 AM – 11:00 AM
Value Creation: Part 1

11:15 AM – 12:00 PM
Value Creation: Part 2

12:00 PM – 1:00 PM
Networking Lunch

1:00 PM – 2:00 PM
Valuation

2:00 PM – 3:00 PM
Manage the Business from the P&L

3:15 PM – 4:00 PM
Deal Process

4:00 PM – 5:00 PM
Seller Experience Panel

6:00 PM – 8:00 PM
Dinner

Day 3

8:00 AM – As Needed
One-on-one value creation consultation available (no charge)

Guest Speakers

Ramsey Sahyoun

Co-Founder and Evergreen M&A Partner

Peter Melby

CEO of New Charter Technologies
Sydney Hockett headshot

Sydney Hockett

VP of M&A at Evergreen

Hassan Riaz

President of Lyra Technology Group
Craig Fulton headshot

Craig Fulton

M&A Advisor at Evergreen

George Sierchio

EVP and Sr. Partner of Cogent Growth Partners

Reed Warren

CEO of iT Valuations

Eric Buske

Partner at DLA Piper