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Private Equity, Unfiltered: Meet the People Behind the Offers

September 16, 2026 11:00 AM - 12:00 PM (PDT)

Description

VRNation Second Stage Series

Private Equity, Unfiltered: Meet the People Behind the Offers

đź“…  September 16, 2026 · 2:00 PM ET

Private equity and strategic buyers are acquiring vacation rental companies at a pace the industry hasn't seen, and most operators have never spoken with one directly. This session brings them to the table. The people making the offers share their perspective, then take your questions, submitted in advance or raised live: why they want your company, what they actually value, what happens to your team and brand after a sale, and how terms like earnouts and holdbacks really work. It's a candid, on-the-record conversation with the people on the other side of the table.

Featuring

Who You'll Hear From

Colin Carvey
Colin Carvey
Founder & CEO, Revedy
Colin ran 88 acquisitions as Head of Growth at Vacasa, tripled its growth, and helped take the company through a $319M Series C. After 20+ years in financial services, he now runs Revedy, whose platform lets investors predict the real yield, occupancy, and ADR of a property before they buy it.
Tim
Tim Dubis
Vice President, Agellus Capital
Tim is a Vice President on the investment team at Agellus Capital, a St. Louis private equity firm investing from a $400M fund. He's spent his entire career in M&A, the last six years as a private equity investor, and helped build PestCo to over $150M in revenue through 20+ add-on acquisitions.
Stephanie Koenig Samels
Stephanie Koenig Samels
Senior Vice President, StoicLane
Stephanie is Senior Vice President of Investments at StoicLane, Chicago and Miami based investment platform, most recently having served as Chief Revenue Officer at Archer Lewis. As StoicLane’s first hire, she helped build Monarch and Archer Lewis from the ground up, contributing to more than 70 acquisitions across the two platforms. Her background spans venture capital and institutional investing, with earlier roles at Moderne Ventures and GCM Grosvenor.
Kathleen Fitzpatrick
Kathleen Fitzpatrick
Host
Storyteller. Connector. Nerd.
Kathleen is a fractional CMO for several vacation rental companies and the CMO of VRNation. She's passionately curious about the forces shaping the industry.
The Second Stage Series
Sep 16  ·  Private Equity, Unfiltered: Meet the People Making the Offers

Contact Information

Name: VRNation
Phone: (503) 673-3883
Email: info@vrnation.com
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