At PTEN, we define "Middle Market" as those companies with local headquarters and annual revenues between $2 million to $20 million.
With over 20 years of leadership in entrepreneurial development efforts in the Piedmont Triad, PTEN is ideally positioned to assist the CEO's, CFO's and investors involved in this high-growth, high-impact sector.
PTEN Chief Financial Officer (CFO) Roundtable
This roundtable meets quarterly and will resume in the fall 2007. Topics from 2006-2007 included Mergers & Acquisitions, "Sarbanes-Oxley for the Private Company," Treasury Management, Health Savings Accounts and an Economic Forecast featuring Mark Vitner from Wachovia in Charlotte.
The next CFO Roundtable will be held from 7:30 - 9:00 am on Thursday, November 15, 2007 at the PTEN offices. The Roundtable topic will be a tax seminar on Deferred Compensation (Section 409A) featuring J. Henry Oehmann, III, Director-National Executive Compensation Services from Grant Thornton.
If you are the CFO or CEO for a middle market company headquartered in the Piedmont Triad and would like to be added to the invitation list, please send your contact information to Mohammed Awartani at mawartani@pten.org
PTEN Capital Connects! Investor Breakfast
This event is held annually in late August and draws accredited investors from across North Carolina. 24 deals are featured each year. If you anticipate raising money in the summer of 2008, please contact Tracy Dellinger at tdellinger@pten.org or by phone 336.605.4777.
PTEN Consultations
For companies with high-growth potential, PTEN will provide an initial assessment and consultation, followed by referrals to appropriate resource partners and providers. Drawing on a network of over 200 resource partners and providers, PTEN is an ideal first step for established companies looking for a launchpad through profitable internal growth or acquisitions.
If you are interested, please send a brief summary and your contact information to Jon Obermeyer at jobermeyer@pten.org.
Affiliated Resources
In addition to the CFO Roundtable, PTEN partners with other organizations in the North Carolina on programs of interest to middle market company owners and executives:
Association for Corporate Growth (ACG) - Research Triangle Chapter
www.acgrtp.org
Remaining 2008 Programs for ACG To Be Announced
North Carolina State University College of Management
Fall 2007 Enterprise Risk Management Roundtable Series
Contact ERM_Initiative@ncsu.edu or 919.513.0901
Small Business Technology Development Center (SBTDC)
Symmetree (in association with Elon University)
Wake Forest University
The Family Business Center
