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  • Reports
    • Topics
      • Strategy & Governance
      • Transaction Structuring
      • Regulation & Litigation
      • Valuation & Transaction Opinions
      • Finance, Accounting, & Tax
      • Integration & Human Capital
    • Roles
      • Board Members
      • Corporate Development
      • Private Equity Investors
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      • General Counsel
      • Integration & HR
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      • Consumer Goods & Services
      • Energy & Utilities
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      • Health Care
      • Industrials & Business Services
      • Technology, Media & Telecom
  • Conferences
    • M&A Conference at Wharton San Francisco | 2019
    • M&A Conference at Fordham University New York | 2019
    • Connectivity Business Investment Conference | 2019
    • 6th Annual Finance and M&A Industry Reception | 2019
    • M&A Conference at the University of Chicago | 2019
    • Past Conferences

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Chicago M&A Conference | Spring 2017

450 N. Cityfront Plaza Dr., Chicago, IL 60611

This prestigious technical conference provided private equity investors, middle market business owners, and corporate executives with perspective and practical insights on the latest strategies for structuring corporate transactions. 

AGENDA

8:45am - 9:00am
Registration & Coffee Service


9:00am - 9:10am
Opening Remarks: William Jefferson Black, Managing Director, Finance Information Group & Publisher of Transaction Advisors


 

9:10am - 10:00am

Transaction Forensics and Diligence: A look at key issues creating challenges in transactions: methods and considerations for conducting forensic diligence investigations; understanding diligence obligations and risks; structuring deal terms to address risks and breaches and avoid disputes; considerations relating to post-acquisition disputes.

Greg Wolski, Global Transaction Forensics Leader, EY
Christen Morand,
Transaction Forensics Senior Manager, EY 
Jamie Koumanakos, Esq., 
Partner, Blakes
Louis Dreon II
, Vice President, MAT Holdings, Inc.               


 

10:15am - 11:05am
Family Centric Investing in M&A: A discussion on the key topics privately held firms should consider when developing an M&A strategy; a look at methods for differentiating bids in competitive processes; understanding the unique characteristics of transactions involving family investors; success stories of M&A deals executed in the family-owned context; and insights on how longterm capital investors view the current M&A market.

Mark Buchanan, Managing Director, BMO Harris Bank
Tom Anderson, President, Chairman and CEO, Digital Check
Paul Douglass, Co-Founder, Union Partners
Larry Tarschis, Principal, The Pritzker Organization       
11:20am - 12:10pm

Methods for Maximizing Value in M&A Tax Structures: This session will look at advancements in M&A tax structuring including methods for maximizing the seller’s after-tax benefit, while minimizing the buyer’s after-tax burden; techniques for analyzing the impact of tax elections; how to assess tax issues in private equity transactions; and a look at ways to navigate new regulatory considerations that may impact acquisition timing and strategy.

Saul Rudo, Esq., Partner, Katten Muchin Rosenman
David Sterling, Partner - Tax Services, RSM US     


12:10pm - 1:00pm
Luncheon 


1:00pm - 1:50pm
Capturing Intellectual Property Value in Transactions: This session will discuss and consider methods for monetizing acquired IP assets and look at transactional opportunities including M&A strategies and review recent changes in IP law.

Michael Friedman, Chief Executive Officer, IP Merchant Banking, Hilco Global 
John Veschi, Chief Operating Officer, IP Merchant Banking, Hilco Global 
Adam Gill, IP Principal, Burford Capital
Raymond Zenkich, Managing Partner, RedChalk Group               


2:05pm - 2:55pm
Techniques for Shedding Transaction Liability: This in-depth look at the use of insurance in deal structuring will provide insights into the challenges the client and underwriter will need to address in the deal structure and explain where the market draws the line on coverage and terms.

Craig Schioppo, Managing Director, Marsh
Jeremy Liss, Esq., Partner, Kirkland & Ellis
Michael Turnbull, Americas M&A Manager, AIG (NYSE: AIG)             


3:10pm - 3:40pm
Negotiation and Execution of Cross-border Transactions: This fireside chat will discuss a range of issues associated with the negotiation of complex corporate transactions.

Michael Campagna, Managing Director - Corporate Development, DeVry Education Group Inc. (NYSE: DV)
William Jefferson Black, Publisher of Transaction Advisors  


3:40pm - 4:20pm
Economic Outlook: A look at the economic forces that are influencing the US economy that may impact M&A strategies.

William Strauss, Senior Economist and Economic Advisor, Federal Reserve Bank of Chicago


4:30pm - 5:20pm
Deal Trends & Opportunities: This session will begin by looking at changing buy-side M&A considerations and then consider variations in deal structure that are typically employed in transactions involving domestic v. international parties; and variations in deals involving private capital backing v. public acquirers.

Charlie Sheridan, Principal, Huron Capital Partners
Nate Good, Partner, Prairie Capital
Rob Schultz
, Managing Partner, Serra Ventures and Serra Capital               


5:20pm - 5:30pm
Closing Remarks


5:30pm - 7:00pm
Wine Reception

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Finance Information Group
325 North LaSalle, Suite 550
Chicago, IL 60654-5183 USA
+1.207.358.8855
ISSN 2329-9134

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