Weaving ESG considerations into the M&A process

By Ms. Sonalee Parekh & Ms. Margot Miller & Mr. Pat Tucker

Environmental, social and governance (ESG) practices are becoming increasingly important for businesses, but addressing them to improve M&A outcomes and for the greater good comes with a multitude of challenges.

This session, during the annual M&A Conference at Wharton San Francisco that was held virtually this year, features recommendations from Margot Miller (Anheuser-Busch InBev), Sonalee Parekh (Hewlett Packard Enterprise) and Pat Tucker (Abernathy MacGregor).

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Carveout transaction readiness and process best practices

By Mr. Oscar Ledezma & Mr. Jarrett Price & Mr. Oliver Vivell & Mr. David W. Smalstig

From planning through negotiation and closing, carveout transactions present unique challenges and unfamiliar processes.

Considering these issues during the annual M&A Conference at Wharton San Francisco, held live online this year, was Oscar Ledezma (Clorox) Jarrett Price (Alpine Investors), Oliver Vivell (SAP), and David Smalstig (FTI Consulting).

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Ask the M&A Leadership Council

By Mr. Ken Bond & Mr. Sanjay Kacholiya & Ms. Eileen Kamerick & Ms. Margot Miller & Mr. Gil Ohana & Mr. Brett Shawn & Mr. Michael T. Wolf

This interactive session provided an opportunity for conference participants to ask members of the prestigious M&A Leadership Council questions on a range of deal-related topics.

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Cross border joint ventures: Exit and buyout provisions

By Ms. Nicole Kelsey & Mr. Jonathan Duckles & Mr. Patrick Bombach & Michael S. Dorf

This timely discussion covered a range of strategic, financial, and governance considerations that are critical for joint ventures with varying partnership levels between the parties. This session also looked at the structure of exit and buyout mechanisms including one-way and two-way buyout rights, auction/shoot-out approaches, and methods for unwinding a joint venture.

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M&A strategy: Innovation-driven acquisitions

By Mr. Kevin Hutchins & Mr. Albert Lee & Mr. Branko Svec & Mr. Don Dawson

The opening keynote discussion looked at the unique challenges associated with acquisitions where the target value is largely in future growth, new technology, intangible assets, and human capital.

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