Deal Flow Invitational: Orange County
What do golf and deal flow have in common? Timing, risk, and follow-through.
That's the spirit behind the Deal Flow Invitational — an invite-only afternoon designed for M&A pros, operators, and capital partners working in the lower middle market. The format is simple: golf simulators create natural side-by-side conversations, sponsored competitions create shared moments, and a curated guest list ensures every person in the room is worth knowing.
This is the second Deal Flow Invitational. The first sold out, generated a 70% show rate, and had multiple attendees asking to co-host future editions. We kept what worked and fixed what didn't.
About the Event
No panels. No slides. No name-tag small talk. Deal Flow Invitational brings together PE investors, independent sponsors, M&A bankers, and operator-owners for an afternoon built around real conversations and live pipelines — add-ons, roll-ups, founder secondaries, and sub-$250M platform plays.
The Afternoon
Pro golf lessons with a certified instructor — sign-up sheets on arrival, spots go fast
Weaver Long Drive Contest — top drive wins an engraved trophy carried to the next event
Trinet Closest to the Pin — precision over power, bragging rights included
Open play, open bar, open networking
Deal Flow WhatsApp group — introduced at the event, attendees only
Who It's For
PE and growth equity teams focused on the lower middle market
Independent sponsors working sub-$250M EV platforms
M&A and capital markets bankers in lower-middle territory
Operator-owners and strategic buyers actively shaping consolidation in their niche
What You'll Walk Away With
Fresh intel on pricing, structures, and lender sentiment from people actively in market
New relationships with counterparts you'll see again in real processes
Access to the Deal Flow WhatsApp — a live, private channel that runs between events
Space is intentionally limited. Every application is reviewed to protect the quality of the room.