Final agenda and speakers announced for M&A conference at the University of Chicago

Final agenda and speakers announced for M&A conference at the University of Chicago

William Jefferson Black William Jefferson Black

William Jefferson Black

Co-founder of the Institute for corporate M&A professionals | Helping members improve their M&A process and deal performance

发布日期: 2018年9月19日
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Transaction Advisors today announced speakers and panelists for the annual Chicago M&A Conference, which will be held on September 26 & 27, 2018.

This prestigious conference will provide public company executives, private equity investors, and corporate directors with practical information and perspective on the latest strategies and considerations in the structuring and execution of complex corporate transactions. 

Discussion Topics Include:

Improving board involvement in M&A This session will consider approaches for engaging the Board in an organization's inorganic strategy, including prospect development, techniques for improving target receptivity, and methods for pursuing an unwilling target. Consideration will also be given to the appropriate lines of authority between the Board and management, what level of 'efforts' to close should be agreed, and when Directors may be permitted to withdraw their support for a transaction.

Cross-border acquisition techniques and considerations This discussion will explore the unique issues associated with cross border acquisitions and minority investments; from variations in deal structures to the merits of cash or stock offers; and methods for balancing U.S. securities laws with changing and conflicting requirements in other jurisdictions. 

Dealing with deal leaks / How to leak a deal This session will explore a range of challenges when deal negotiations are leaked to the media, investors, or employees. During the second half of the discussion, the participants will discuss the use of intentional leaks to drive specific actions and apply pressure on a target company, including process and legal issues that may apply in various jurisdictions.

Managing brands in M&A This session will look at how brands are managed in M&A; consider common integration missteps involving brands and their cultural identity; explore the ways high performing acquirers manage acquired brands; review variations in vertical and horizontal M&A strategies and the impact on brand frameworks; and discuss methods for holding acquired brands / defensive value. 

Negotiating M&A deal terms This session will address the give-and-take between buyers and sellers in negotiating key provisions in M&A deals. The participants will consider recent changes in the tax code and the impact on the forms of consideration; discuss approaches for matching periods and topping bids; discuss and review the increasing use of transaction insurance in public company deal structuring; and review other timely topics that may impact the structure of a transaction.  

Innovations in closing terms This briefing will outline innovative methods for matching contractual language to deal intentions including the structure of earn out provisions; approaches to averting a broad range of post-close disputes; and look at the increasing use of the locked-box pricing mechanism where cash, debt, and working capital are agreed to ensure the benefits of a fixed price deal.    

Addressing flight risk in M&A  This session will review strategies that may be employed to retain an acquired team including the structure of financial incentives and retention agreements for key executives. The discussion will evaluate the frameworks organizations are deploying to effectively hedge human capital risks and consider methods for repeatable post-merger performance improvement.

Selling acquisitions to institutional investors, proxy handlers, and the financial media This lively session will explore the shifting environment for M&A communications from working with shareholders and advisors to engaging the financial media. The discussion will cover the impact of social media on dealmaking; explore methods for working with proxy handlers and institutional shareholders on transactions; consider the complexities associated with contested acquisitions; and explore the current environment for activist engagement.

Navigating regulatory and antitrust issues in M&A  A record number of friendly deals, valued at ~$568B in 2016, were withdrawn or terminated, many due to regulatory issues. Since then antitrust review has continued to be intense, including reaffirming strong preference for structural remedies. What can we learn from recent transaction reviews? This session will explore the shifting environment for getting deals approved.

Economic outlook and the impact on M&A This presentation will provide a detailed review of the current economic forces that are influencing the US economy that may impact M&A strategies.

Post-close strategy and integration issues This session will look at approaches for setting and achieving synergy targets and explore new and unconventional strategies for a thoughtful integration process that impacts both revenue and productivity. The discussion will consider the interplay between term sheets and post-close operating dynamics, look at occasions for limited integration, contemplate variations in deals where there is a minority or venture investment, and consider approaches that would make a future divestiture feasible.

Select Confirmed Faculty:

Who Should Attend

This program is designed for public-company corporate development officers, general counsel, chief financial officers, chief executive officers, board members, private equity investors, and select advisors with responsibility for M&A strategy and execution. This conference is not open to the media.    

Conference attendees may be eligible for CLE and CPE

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