September 2 & 3, 2020
This prestigious annual conference assembles corporate development leaders, in-house M&A counsel, board members, and private equity investors to discuss current challenges impacting complex transactions and learn about innovative methods to improve deal performance.
The cross-disciplinary agenda draws on experienced M&A professionals from various industries and regions to share first-hand experiences, best practices, and recommendations for navigating deals through both internal and external challenges.
This conference will be streamed live online in 2020.
DAY ONE AGENDA: WEDNESDAY SEPTEMBER 2, 2020
8:55am - 9:00am
Opening remarks: William Jefferson Black, Managing Director, Finance Information Group & Publisher, Transaction Advisors
9:00am - 9:50am
M&A strategy: Distressed acquisitions The opening keynote discussion will look at the unique challenges associated with acquisitions where the target is financially or operationally distressed.
10:00am - 10:50am
Strategic v. Private Equity: Competing on price and forms of consideration This lively session will provide perspective on the techniques that are commonly employed by strategic acquirers to compete with private equity firms.
11:00am - 11:50am
Diligence methods: Forensic accounting This session will look at challenging diligence obligations including shifting revenue recognition practices, quality of earnings and fraud investigations. The participants will discuss the negotiation of specific deal terms that may be employed to address a range of diligence discoveries related to a target's value drivers.
12:00pm - 12:50pm
Human capital diligence: Operational risks This session will provide a detailed look at how effective dealmakers approach HR due diligence to identify people-related operational challenges and look at specific deal terms that may be employed to impact the future state operating model.
1:00pm - 1:50pm
Cross border joint ventures: Structuring The participants will discuss mechanisms to address regulatory, cultural, and operational considerations within the structure of the transaction.
2:00pm - 2:50pm
Negotiating risk allocation: Transactional insurance for distressed deals This session will look at the increasing use of transaction insurance in distressed deals, including asset sales under Bankruptcy Code section 363.
3:00pm - 3:50pm
Ask the M&A Leadership Council This interactive session will provide an opportunity for conference participants to ask members of the prestigious M&A Leadership Council questions on a range of deal-related topics.
DAY TWO AGENDA: THURSDAY SEPTEMBER 3, 2020
8:55am - 9:00am
Opening remarks: William Jefferson Black, Managing Director, Finance Information Group & Publisher, Transaction Advisors
Recognition of the M&A Leadership Council
9:00am - 9:50am
Global merger control and antitrust challenges: Conglomerate risk This session will provide guidance on the shifting environment for competition reviews in the United States, Europe, and other jurisdictions. The participants will comment on specific deal terms that anticipate protectionist views and antitrust challenges associated with conglomerate risk and the merits of negotiating prospective remedies or remaining silent.
10:00am - 10:50am
Developments in deal structuring: Forms of consideration and exchange ratios This discussion will examine current negotiation points and deal terms that may be employed to allocate risk and bridge gaps between buyers and sellers.
11:00am - 11:50am
Carveout transactions: Structuring spin-offs This session will look at the strategic and operational considerations associated with spin-off transactions including specific guidance on the disposal process including shareholder engagement, taxation, and ongoing commercial agreements.
12:00pm - 12:50pm
Keynote Interview
1:00pm - 1:50pm
Navigating regulatory hurdles: Trade and tariffs The participants will discuss a range of deal-related trade and tariff risks and consider methods for addressing these variables through merger agreement drafting and negotiations.
2:00pm - 2:50pm
Integration and change management: Stand alone acquisitions This session will look at limited integration strategies and tactics for achieving governance for post-merger performance improvement.
3:00pm - 3:50pm
Acquisition metrics and transaction communications This in-depth review will consider the key considerations in communicating the value of a transaction to the Board, equity and debt capital markets as well as employees, customers, vendors, regulators, and local communities.
INNOVATION PARTNERS
The conference will feature a number of innovative technology and information platforms that are advancing the M&A practice.
M&A TECHNOLOGY DEMOS AND INFORMATION PLATFORMS
The conference will feature a number of M&A technology demos and information platforms from:
- Intralinks provides an artificial intelligence-assisted platform to increase efficiency, reduce risk, and streamline the entire M&A process—from strategy and deal preparation through the due diligence process and post-merger Integration.
- Black Duck is a software due diligence solution for M&A that specializes in code reviews for open source and internal compliance as well as security flaws in proprietary, open source, and other third-party software.
- Knowable’s M&A offerings convert legal language into structured contract data. Their reliable portfolio-level reporting provides cross-functional stakeholders with actionable insights that improve deal outcomes.
- TMF Group is a strategic global partner providing a comprehensive back office solution to ensure all local payroll, accounting, tax and compliance transition from the TSA correctly, dovetailing into the corporate back office processes.
- Apperio is a legal spend tracking and analytics platform that provides complete clarity on legal spend in real-time.
- Aviator is a cloud-based, full-service M&A tool that simplifies the planning process among workstream teams and provides visibility and reporting against workplans and financials.
- Spend Analytics, powered by Accenture’s Applied Intelligence Platform, accelerates the identification of direct and indirect spend synergies by employing artificial intelligence to gather, consolidate, cleanse, categorize, and benchmark spend data.
- OrgVue is an organization design and headcount reduction tool that visually compares current organization design to a future design state while capturing the value of operational process efficiencies.
WHO SHOULD ATTEND
This program is for public-company corporate development and integration leaders, in-house M&A and securities counsel, chief financial officers, chief executive officers, board members, and private equity investors. This conference is not designed for advisors or service providers. The proceedings are closed to the media.
Conference attendees may be eligible for CLE and CPE
REGISTRATION
Subscribe + register | $495
Includes an annual subscription to Transaction Advisors, registration for this conference, free access to future M&A Conferences and discounts on M&A Academy tuition.
Register | $495
Includes registration for this conference only.
