The DealInsights Spring Symposium 2015 provided middle market business owners, corporate executives, and private equity investors with perspective and practical insights on the latest strategies for evaluating and structuring corporate transactions.
AGENDA
9:00am - 9:10am
Registration & Coffee Service
9:10am - 9:15am
Opening Remarks
By William Jefferson Black, Publisher of Transaction Advisors
9:15am - 9:50am
Preparing for a Transaction
Presented by David Smalstig, Senior Managing Director, Co-Leader of U.S. Transaction Advisory Services practice, FTI Consulting
9:50am - 10:30am
Private Equity: Perspective on the Link Between PE Firms and Investors
Presented by Michael E. Rogers, Global Deputy Private Equity Leader, EY
10:45am - 11:15am
CEO Interview: A conversation with Peter Granat from GTCR-backed Cision
11:15am - 12:00pm
Capital Considerations: How Deals are being Financed
Presented by Thomas C. Aronson, Managing Director & Principal, Monroe Capital
12:00pm - 1:00pm
Lunch - Keynote on M&A Strategy Frameworks
Presented by Prof. Stephen G. Morrissette, PhD, Adjunct Associate Professor of Strategic Management, University of Chicago Booth School of Business
1:00pm - 1:40pm
Panel Discussion: M&A Deal Terms: What’s Market for Merger, Stock, and Asset Deals
Moderated by Paul Koenig, Co-Founder, SRS|Acquiom
Panelists: Kevin C. Cunningham, Esq., Partner, Mayer Brown; Raam S. Jani, Esq., Partner, McDermott Will & Emery
1:40pm - 2:20pm
Panel Discussion: Using ESOPs in a Transaction
Moderated by Regina L. Carls, Managing Director, Chase Commercial Banking’s ESOP Advisory Group
Panelists: Arthur Miller, EVP & General Counsel, Holden Industries, Inc.; Elizabeth Perdue, Esq., Partner, Morgan Lewis & Bockius, LLP; Kevin J. McCarty, President & CEO, West Monroe Partners LLC; Elyse Bluth, Managing Director, Duff & Phelps
2:30pm - 3:10pm
Bridging the Gap: Using Reps & Warranties Insurance to Cover Risks in Transactions
Moderated by Matthew G. Heinz, National Practice Leader - Transactional Liability Practice, Aon
Panelists: Benjamin Paul Clinger, P.C., Partner, Kirkland & Ellis; Phil Casper, Vice President, AIG
3:10pm - 3:40pm
New Trends in Transaction Execution
Presented by David J. Solomon, Chief Executive Officer, Lazard Middle Market
3:50pm - 4:30pm
Panel Discussion: The Buyside View from Corporate Development & Private Equity Investors
Introduced by Brendan Rampi, Associate Director, S&P CapitalIQ
Moderated by Quinn Carlson, Director, Duff& Phelps
Panelist: Michael A. Teplitsky, Vice President, Wynnchurch Capital; Dawn Bartholomew, Vice President, Corporate Development, Huron Consulting Group; Lee Wise, Vice President, Business Development, Mead Johnson Nutrition
4:30pm - 5:00pm
M&A Structuring: Shareholder Considerations
Presented by W. Andrew Douglass, Esq., Shareholder, Polsinelli
5:00pm - 5:10pm
Closing Remarks
5:10pm - 7:00pm
Cocktail Reception