Deal Flow Invitational: Orange County

Deal Flow Invitational — South OC Edition

Nov 19th

What do golf and deal flow have in common? Timing, risk, and follow-through.

That's the spirit behind the Deal Flow Invitational — an invite-only afternoon built for M&A professionals, operators, and capital partners working the lower middle market. Golf simulators create natural side-by-side conversations. Sponsored competitions create shared moments. A curated guest list ensures everyone in the room is worth knowing.

About the Event

No panels. No slides. No name-tag small talk. Deal Flow Invitational brings together PE investors, independent sponsors, M&A bankers, and operator-owners for an afternoon built around real conversations and live pipelines — add-ons, roll-ups, founder secondaries, and sub-$250M platform plays.

The Afternoon

Closest to the Pin — precision over power, bragging rights included

Longest Drive Contest — top drive wins an engraved trophy carried to the next event

Pro golf lessons with a certified instructor — sign-up sheets on arrival, spots go fast

Beginner Zone — never touched a club? This is your afternoon. Clubs provided, no experience required, a dedicated instructor on hand. Come to swing, stay to network.

Open play, open bar, open networking

Deal Flow WhatsApp group — introduced at the event, attendees only

Prizes

Competition winners take home TriNet-branded golf gear, bottles of wine, golf accessories, and select gifts sourced from within the Deal Flow network.

Who It's For

PE and growth equity teams focused on the lower middle market

Independent sponsors working sub-$250M EV platforms

M&A and capital markets bankers in lower-middle territory

Operator-owners and strategic buyers actively shaping consolidation in their niche

First time at a simulator? Good. The Beginner Zone is designed for you, and the best conversations in the room often start there.

What You'll Walk Away With

Fresh intel on pricing, structures, and lender sentiment from people actively in market

New relationships with counterparts you'll see again in real processes

Access to the Deal Flow WhatsApp — a live, private channel that runs between events

Space is intentionally limited. Every application is reviewed to protect the quality of the room.