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The Middle Market Business and Private Equity Outlook for 2020

September 20, 2019 @ 7:30 am - 8:50 am

Event Recap:

Our meeting on September 20 was a great discussion with Dan Kessler of Cyprium Partners. Dan ably pinch hit for Cindy Babitt who was called out of town on a new deal on the West Coast.

David Brown put Dan through his paces regarding the firm’s model and competitive advantage over other PEs. Dan stated that Cyprium’s edge in the lower middle market is its ability to keep existing owners/leaders at the target company post close while providing that same owner with much desired liquidity. Since Cyprium generally acquires a minority equity position, the existing shareholders can preserve their upside and business leadership. Cyprium’s investors provide them much welcomed strategic input, and capital to enhance growth.

Cyprium’s targets are industrial, health care and business services companies with at least $8M in EBITDA. The firm prefers to invest between $10-60M per transaction. In that market, Dan sees continued strong deal activity for the next couple of years.

Stay tuned for an announcement of our next program on November 15. It will be an early sell-out.


Original Event Details:

Ms. Babitt is a founding member of Cyprium Partners. Prior to forming Cyprium, she was a partner at Key Principal Partners (KPP). She joined KPP in 1998 from Carleton, McCreary, Holmes & Co., a Cleveland-based investment banking firm. Ms. Babitt spent three years at CMH with a primary focus on industry research, financial analysis, buy and sell side transactions and valuation for public and private companies. Prior thereto, Ms. Babitt worked as a laboratory technician for Seibert Powder Coatings and as a statistician for the University Hospitals of Cleveland. Ms. Babitt received her M.B.A. from the Weatherhead School of Management at Case Western Reserve University and her B.S. in Biology from the University of Miami.

Who should attend? Investors, managers or advisors to businesses. 

Please join us at the Cleveland Racquet Club. Check in and complimentary breakfast starts at 730a, Discussion starts at 750a. This event is complimentary. Please register in advance. If you like to learn, meet, eat and have fun, then join us. 

Moderator: David Brown, co-Founder of the Center, is a deal-finder for investors in middle market businesses.

Program Host: Ben Calkins, co-Founder of the Center, provides business law services to middle market business owners and investors.

Thank You to Our Sponsors!

JP Morgan Private Bank: it is a leading provider of wealth management solutions and advice and is an important segment of JPMorgan Chase, the largest US bank and the 6th largest bank in the world. 

For more information about JP Morgan Private Bank’s services, please contact Greg KeeganVice President, Investment Specialist, Ken Greaney (216/781-2392) Vice President, Banker or John Arrowsmith, Managing Director, Investment Specialist. 

The Calkins Law Firm is a premier boutique law firm that specializes in business law and focuses on business transactions and business disputes. Please contact Ben Calkins (440/796-4592).

Red Hawk Associates primarily helps investors acquire founder or family owned firms. Please contact David Brown (216/464-8714).

The Center’s Marketing Sponsor, Mixed Media & Design, Inc. gives businesses a top-notch brand image at affordable rates. This starts with modern website design, and can also incorporate email marketing, social media, multimedia content, and physical marketing materials from postcards to USB drives.

Founder Mike Maimone says, “I enjoy meeting and working with other entrepreneurs who are passionate about what they do.” Clients in a wide variety of industries have found Mike helpful and affordable – financial planners, attorneys, gym owners, artists, landscapers, and more. Visit his websiteto learn about his services and get a quote.

(440) 813 – 5376 | Email Mike | Visit Website

Meeting Agenda

730a Continental Breakfast and Networking

750a Program

850a Adjourn


 Are there ID requirements to enter the event?

Pre registered guests only, please, due to space limitations.

 Is my registration/ticket transferrable?


 Do I need to print and bring my paper event ticket?


 Where can I contact the organizer with any questions?

Contact David Brown at [email protected] or 216/464-8714.

 How do I contact the professionals at JP Morgan Private Bank? 

For more information about JP Morgan Private Bank’s services, please contact Greg Keegan, Vice President, Investment Specialist, Ken Greaney (216/781-2392) Vice President, Banker or John Arrowsmith, Managing Director, Investment Specialist.

You might also be interested in becoming involved with the 100+ Men Who Care about Cleveland group.

See the next meeting information here


September 20, 2019
7:30 am - 8:50 am
Event Category:


Cleveland Racquet Club
29825 Chagrin Boulevard, Pepper Pike, Ohio 44124
Pepper Pike, Ohio 44124 US
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