Silverado Resort, Napa Valley, CA | June 23–25, 2026

Operating Partners Forum Napa 2026

Join #TeamProtera at the Operating Partners Forum in Napa as we connect with private equity operating partners and value-creation leaders to exchange practical strategies that drive operational excellence, accelerate portfolio performance, and unlock technology-led value creation.

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About this event

The Operating Partners Forum Napa convenes private equity operating partners and value creation leaders for peer-driven discussion, strategic insight and actionable frameworks that strengthen operational excellence and portfolio performance.

This forum is designed to move beyond trends to practical outcomes.

Sessions focus on high-impact strategies across go-to-market execution, talent optimization, finance transformation and technology adoption — including the critical intersection of IT modernization and value creation in M&A and portfolio optimization.
Join Us at TopGolf (8.5 x 5.5 in)
June
23-25
Silverado Resort
Napa Valley, CA

Why Attend

 

For operating partners, success hinges on identifying and executing value levers that translate across acquisitions, integrations, carve-outs and ongoing portfolio operations. This forum provides a structured environment for comparing playbooks with peers, exploring emerging operational priorities and gaining clarity on how strategic technology and infrastructure decisions accelerate synergies and mitigate transaction risk.

Protera will be leading a Thought Leadership session on guiding PE and M&A advisory firms through the intricacies of IT integration and realignment.

Join Us at TopGolf (8.5 x 5.5 in) (1)

Focus Areas That Drive Impact

Portfolio Value and Technology Strategy

Operating partners increasingly recognize that technology integration is central to realizing deal value and sustaining growth after closing. Consistent due diligence, tailored integration planning, and disciplined execution of IT transition activities are essential to capturing expected returns.


Modernization as a Value Creation Lever

Cloud and ERP modernization cannot be an afterthought. Thoughtful alignment of portfolio technology landscapes with future-ready platforms reduces operational drag, enhances agility and elevates post-deal performance.


Peer-Led Best Practices

Through interactive discussions and scenario-based sessions, attendees will explore how leading operators have approached digital alignment across portfolio assets including IT due diligence, integration sequencing, transition services agreements and modernization roadmaps that unlock long-term value.

Request to Join

Meet the Team

 
Doug headshot (3)
Doug Gilkey
Chief Revenue Officer 
MikeBedell
Mike BeDell
Chief Executive Officer 

Reserve your place at the Operating Partners Forum Napa to gain meaningful insights, deepen your network and return with actionable strategies that strengthen portfolio outcomes. Use Protera's unique code for a 10% discount: OPNAPA26_PROTERA

Agenda

12:00PM
Arrivals

Housed in a restored 1910 building, Cork & Gabel offers a distinctive rustic‑industrial charm. Parking in the private lot is included.

12:15PM
Lunch is served

Network with your peers as you enjoy lunch from gastropub that blends Irish, Italian, and German comfort food with a commitment to scratch‑made, Michigan‑sourced ingredients.

1:00PM
Panel Discussion

Reimagining your Cloud Roadmap: Strategies to Accelerate your SAP Transformation with Protera & AWS.

1:45PM
Private Tour

Head over to Michigan Central Station (3 minute walk) for a private, behind-the-scenes tour of the iconic landmark's $1B+ renovation.  

4:00PM
Wrap up

You're free to continue mingling in Michigan Central Station's public spaces or check out some of Corktown's historic attractions nearby. 

 

Register now