Agenda

Thursday, November 9th

11:00am-11:30am Registration
11:30am-12:00pm Lunch
12:00pm-2:15pm

Strategic Opportunities/Sourcing Panel

Looking at the focus and priorities of the selling company, how deals are sourced, the sale strategies involved, and how buyers are qualified to start the selling process.

  • Terese Everson, Focus Strategies
  • Lindsey Wendler, Dresner Partners
  • Stephen Day, Navidar
  • Moderator: Ben Hernandez, Skytale Group
2:15pm-2:30pm Break
2:30pm-5:00pm

Valuation and Diligence Panel

Walking through the actuals, projections, QOE's, what the multiples should be, and other liabilities that should be addressed prior to the sale.

  • Craig Arends, CliftonLarsonAllen
  • Edward Belanger, Belanger Valuation
  • Sean Willliamson, RSM
  • Moderator: George Stephens, NOW CFO
5:30pm-9:30pm

Dinner at Eddie V's

Show at Esther's Follies Comedy Club

Friday, November 10th

8:00am-8:30am Breakfast
8:30am-9:30am

Legal/HR/Real Estate Panel

Structuring the deal terms and getting to the close.

  • Carl Condon, Avison Young
  • Mary Hager, Winstead PC
  • Donna Hare, Insperity
  • Moderator: Nick Monaghan, Dykema
9:30am-10:00am Break
10:00am-11:15am

Financing Panel

How to structure the funding for the deal through equity, debt, traditional lenders, or non-traditional partners, including additional items surrounding securing financing.

  • Eric Weiner, Blue Sage Capital
  • Wolfgang Zahner, Capstone Partners
  • Michelle Yeh, J.P. Morgan
  • Moderator: Jim Gerberman, Corporate Finance Associates
11:15am-12:15pm

Post-Closing Integration Panel

Walking through the planning, execution, first 100 days, and why deals potentially fail. 

  • Lucas Walters, Bridgepoint Consulting
  • Michael Sullivan, Embark
  • Moderator: Brad Werner, Embark
12:30pm-1:30pm Lunch (During panel)
12:30pm-2:00pm

Deal or No Deal

  • Ollie Sandlin, Focus Strategies 

A mock deal auction, in which each table will be its own deal team. Throughout the presentation, each team can ask questions and place bids. The bid closest to the actual valuation wins!

2:00pm-2:15pm Program Conclusion

 

Event Details