Private Equity, Unfiltered: Meet the People Behind the Offers

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.

Who You'll Hear From

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 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

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

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.