Good Deal, Stuck Execution? An Event on Post-Close Value Creation.

PACE — Post-Acquisition Capture and Execution. An invite-only Chicago event for PE firms, operating partners, and portfolio executives. Three operators — Caxy, Transformative Ventures, and Brook Trout Solutions — on how to close the gap from board strategy to field execution. End of summer 2026, downtown Chicago.

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The deal made sense. Then execution got tangled in operations nobody priced in.

Why this event exists

We kept seeing the same thing from three different angles. PE firms make investments that pencil out — good deal, clear thesis, real money down the road — and then get hung up executing. Disparate data systems after a merger that never actually become one. Pipeline tracked in Excel at 10-to-100-billion-dollar companies. Five competing CFO-greenlit initiatives, fragmented sponsorship, and a field that never hears the strategy. So Caxy, Transformative Ventures, and Brook Trout Solutions combined our work into one execution infrastructure for post-close value creation — and we're bringing it to a room of operators in Chicago at the end of summer 2026.

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Who's hosting

Three operators, three angles on the same execution gap.

Michael LaVista — CEO, Caxy. 25 years turning strategy into shipped software. The technology and execution layer: building the systems that actually run the business, without the $10M, two-year transformation horror story.

Sean O'Leary — Founder & CEO, Transformative Ventures. Two decades and multi-billion-dollar transformations. The value-creation layer: closing the gap from board strategy down to field execution with a common operating picture and a real revenue system.

Chris Parise — Founder & CEO, Brook Trout Solutions. 350+ companies represented. The solutions and integration layer: merging disparate post-acquisition data and systems without losing the customers or the people.

What our clients are saying

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“They’re the smartest group of people I’ve worked with; they can figure anything out. Caxy has respect for design. Other web firms often push back against designers if the designs don’t fit how they do things. By contrast, the Caxy team bends over backward to respect the original design concepts."
Becka Bates
President, BatesMeron Sweet Design
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“They often go above and beyond to fully dig into a problem, identify solutions, and achieve our end goals. {...} We now can scale up our site and support future growth, thanks to Caxy Interactive’s efforts.”
Peter Anderson
‍CTO, Wind Creek Hospitality
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“We feel like we’ve got a site that’s worth more than we paid for. The change that we were proposing from a redesign standpoint wasn’t going to be easy. So, he offered multiple times to come out and meet with many of those senior executives that have been with the company for 20 years.”
Jack Berkery
VP, Intelligent Medical Objects
The agenda

What we'll cover in the room.

The execution gap. Why good deals stall after close — and the operational issues that turn out bigger than anyone priced in.

One common operating picture. Connecting board strategy to field execution, and turning back-office data into front-office insight you can act on.

AI where it actually creates advantage. Human-in-the-loop over headline layoffs — automating for scale and speed, not noise.

The first 90 days. Securing customers, people, and pipeline reality before the integration loses them.

Process Wins

A unified picture of the business you can prove. A revenue system living in pipeline reality. The first 90 days mapped so integration secures customers and people instead of losing them. Faster, more consistent closes — and a brand story the market repeats back to you.

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350+
Companies represented across the three host firms' portfolios.
20+ Yrs
Of multi-billion-dollar transformations and value creation.
18–30%
How little of the business is actually centralized in most companies' data.
Aug '26
End of summer, downtown Chicago. Invite-only. Date to be announced.

Ready to build something?

Start a conversation.

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Event details

Questions about the event

01.
Who is this event for?

Private equity firms, operating partners, and portfolio-company executives responsible for turning a closed deal into realized value. If you've watched a sound investment stall in execution, this room is for you.

02.
When and where is it?

Downtown Chicago, end of summer 2026 (August). The exact date and venue are being finalized — request an invite and we'll send details the moment they're set.

03.
Who's hosting?

Three operators working the same problem from different angles: Michael LaVista (CEO, Caxy), Sean O'Leary (Founder & CEO, Transformative Ventures), and Chris Parise (Founder & CEO, Brook Trout Solutions).

04.
What will I walk away with?

A concrete framework for post-close value creation: how to build a common operating picture, connect board strategy to field execution, apply AI where it creates advantage, and secure the first 90 days after a deal.

05.
How do I attend?

It's invite-only. Request your invite below and we'll confirm your spot and send the date, venue, and agenda as they're announced.