2 Harrison Street, San Francisco, CA 94105
This prestigious technical conference will provide perspective and practical insights on the latest strategies for structuring complex corporate transactions.
9:00am - 9:10am
Registration & Coffee Service
9:15am - 10:10 am
M&A Strategy and Deal Evaluation: This session will consider an M&A strategy framework that can be used to analyze and validate an investment thesis. The discussion will cover buy vs. build, assessing strategic fit, and tactical considerations to improve acquisition outcomes. The panel will consider some of the most common reasons completed acquisitions fail to produce expected synergies.
David Solomon, Chief Executive Officer, Lazard Middle Market
Rebecca Doherty, Partner, McKinsey & Company
Jarl Berntzen, Head, Corporate Development, Dolby Laboratories, Inc. (NYSE: DLB)
Fred Graffam, SVP Finance & Corporate Development, DigitalGlobe (NYSE: DGI)
10:25am - 11:20am
Transaction Forensics and Diligence: A look at key issues creating challenges in transactions: information governance issues and cyber risks; 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
Jamie Koumanakos, Partner, Blakes
John Mims, VP of Corporate Development, Echo Global Logistics (Nasdaq:ECHO)
Glen Day, Principal, Americas Information Governance Leader, EY
11:40am - 12:30pm
Navigating Regulatory and Antitrust Issues in M&A: This panel will discuss a range of current antitrust issues associated with the planning, execution, and integration of acquisitions including; Hart-Scott-Rodino Act compliance and reporting thresholds, competitor collaborations; determining what is permissible in the period between signing and closing to avoid ‘gun-jumping’, methods for securing regulatory approvals in different jurisdictions and with various agencies.
12:30pm - 1:30pm
1:30pm - 2:25pm
Understanding Buyer Power: Negotiation Methods and Mistakes: This presentation and mock-negotiation will advance the understanding of market terms for merger, stock, and asset deals while considering variations in buyers' negotiation approaches and standing in a transaction.
Richard Climan, Partner, Weil, Gotshal & Manges
Keith Flaum, Partner, Weil, Gotshal & Manges
2:45pm - 3:40pm
Techniques for Shedding Transaction Liability: This in-depth look at the innovative use of insurance in deal structuring will provide insights into the challenges both clients and underwriters 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
Jay Rittberg, Managing Principal, Euclid Transactional
Noah Boyens, Partner, Kirkland & Ellis
4:00pm - 4:55pm
Preparing the Board for a Transaction: This panel discussion will provide a briefing on the key fiduciary duties for public and private company directors; cover issues in deals where there is a contemporaneous IPO and acquisition process; look at methods for avoiding financial advisor conflicts; consider key steps for advancing from late-stage private funding to an IPO and then operating as a newly public company; applying the latest guidance from the SEC, and changes in M&A law including a discussion on shifting corporate governance obligations.
Jason Halper, Co-Chair, Global Litigation Group, Cadwalader, Wickersham & Taft
Jennifer Muller, Managing Director, Houlihan Lokey
4:55pm - 5:00pm
5:00pm - 7:00pm
Wine Reception: Featuring some of California's most unique wines from TR Elliott, a producer of small lots of Pinot Noir from the Russian River Valley, located in the heart of Sonoma County, California.
WHO SHOULD ATTEND
This conference is designed for corporate executives at private capital-backed and closely held companies, private equity principals, venture capital investors, public-company corporate development officers, chief financial officers, general counsel, and board members / advisors with responsibility for M&A strategy and execution.
Conference attendees may be eligible for CLE and CPE.
The "Registration + Subscription" package includes a pass for unlimited and free access to our series of M&A Conferences during the term of your annual subscription to Transaction Advisors, which includes the online, email, and print edition.
Planning to attend with your M&A team? Please contact us to learn about our Group Registration Discounts.