Deal Flow: Spring Social
What does Spring mean in the Lower Middle Market? Pipeline is moving. Owners are thinking about exits. Buyers are off to the races. And the people closing deals are ready to get in a room together.
That's the spirit behind the DealFlow: Spring Social — a curated evening on the private lakeside terrace at Fogo de Chão in Thousand Oaks, designed for M&A professionals, capital partners, and business owners operating in the lower middle market. No panels. No slides. No keynotes. Just the right people, a beautiful setting, and real conversations.
About the Event
The DealFlow Spring Social brings together a deliberate mix of PE investors, independent sponsors, M&A advisors, and founder-operators for an evening built around one thing: relationships that turn into transactions. Sub-$200M platform plays, founder secondaries, add-ons, and roll-ups — this is the conversation happening on the patio.
Space is capped at 50. Every registration is reviewed to protect the quality of the room.
The Evening
Private outdoor terrace overlooking the lake at Fogo de Chão, Thousand Oaks
Curated guest list of lower middle market dealmakers and operator-owners
Complimentary drinks and light bites
DealFlow WhatsApp Group — introduced at the event, attendees only
Who This Is For
PE and growth equity teams focused on the lower middle market
Independent sponsors working sub-$200M EV platforms
M&A advisors and capital markets professionals in lower-middle territory
Business owners considering an exit in the next 1–3 years
Strategic buyers and operators actively building in their niche
What You'll Walk Away With
New relationships with counterparts you'll see again in real processes
Fresh intel on deal flow, structures, and market sentiment from people actively in market
Access to the DealFlow WhatsApp — a live, private channel that runs between events
This is a local event for local people. If you're based in the Conejo Valley, Ventura County, or the greater 101 corridor — this one's for you.
Presented by TriNet and J.P. Morgan Private Bank.
Thursday, April 16th | 4:30 – 7:00 PM Fogo de Chão | Thousand Oaks, CA