AGENDA AT-A-GLANCE

All times are central daylight time (CDT)

9:45 AM
10:30 AM

A review of economic, capital market, industry-specific and social trends that will define the direction of the M&A market in coming months – and establish a changed universe of “winners and losers” seeking guidance and investment.

1 CPE credit: Specialized Knowledge
 

11:40 AM

Back by popular demand: Join a panel of leaders in human capital and investment fields and discover actionable best-practices on how to successfully navigate through a critically important phase of the transaction. Human capital brings layers of complexity that can make or break a deal. 

1 CPE credit: Specialized Knowledge
 

12:40 PM
1:10 PM

Stay ahead of competition and learn from a panel of sell-side intermediaries, leading finance experts, and value growth advisors who share experiences and tools to help buyers make more money in unexpected ways. Think sale-leaseback, spin-offs of non-essential but attractive divisions, intellectual property, life insurance, and other solutions that generate higher yields and maximum ROI for you. 

1 CPE credit: Specialized Knowledge
 

Forge the connections to help you get your next deal done. Promote your deal opportunities in front of private equity professionals, corporate investors, lenders, and other M&A experts, investment bankers, intermediaries, and peers.

2:15 PM

The success of M&A transactions relies on rich and timely data and data-driven decision making, advancements in technology, digital tools, software support, and smarter decisions through accessible data and analytics. Join this session where intermediaries and leaders in technology share their successes and lessons learned uncovering the best strategies to source and close more deals.

1 CPE credit: Specialized Knowledge
 

3:15 PM
3:30 PM

Develop a better understanding of this fast-growing market niche as search fund entrepreneurs, intermediaries, and lenders share ideas and insights for this creative and alternative approach to acquisitions.

1 CPE credit: Specialized Knowledge
 

9:30 AM

In this session, participants will receive an update and engage in a discussion on the status of BIEF's efforts in Washington, D.C., to enact a bill that will clarify when M&A advisors need to hold FINRA Securities Classification to legally facilitate M&A transactions. 

1 CPE credit: Specialized Knowledge
 

9:45 AM
10:30 AM

Cybersecurity remains a top concern for clients and a priority to address among the industry. Be prepared. Join this session where PEGs and Cybersecurity experts share personal insights to identify vulnerabilities and critical risks and how to create strategic solutions in the due diligence phase of the transaction.

1 CPE credit: Specialized Knowledge
 

11:35 AM

The changing landscape of state and local tax laws has created landmines for sellers. Engage in conversation that includes Wayfair's new doctrine of "Economic Nexus", solutions to structure problems, and techniques to avoid tax and legal challenges. Learn what states are up to tax wise, and its impact on your M&A transactions with panelists that include SALT and leading tax experts. 

1 CPE credit: Tax
 

12:35 PM
1:05 PM

In this panel discussion, private credit, regulated bank, and debt placement professionals discuss opportunities, challenges, and insights to the lending markets. Current statistics and trends for transactions with $10mm to $250mm in enterprise value are also examined.

1 CPE credit: Specialized Knowledge
 

1:10 PM

Forge the connections to help you get your next deal done. Promote your deal opportunities in front of private equity professionals, corporate investors, lenders, and other M&A experts, investment bankers, intermediaries, and peers.

2:10 PM

Once only available for larger transactions, representation and warranty insurance now extends to lower and middle market transactions. Do you know the latest in policies and coverage? Avoid mistakes with this second level due diligence and join PEGs and leading experts to discuss emerging trends and lessons learned from recent claims.

1 CPE credit: Specialized Knowledge
 

3:15 PM
3:30 PM

Leading legal experts and investment bankers share experiences bringing a heightened awareness to how negotiating techniques expedite deal closings while still getting your part of the bargain. Learn how to build and leverage proven methodologies to increase your effectiveness at the closing table.

1 CPE credit: Specialized Knowledge
 

4:30 PM

Closing Remarks
Close out conference; remind TLOY nominations are open; dates and location for Winter Conference 2021