Agenda

12:30 - 2:00 PM:

Mingling and Networking Lunch

Kickstart the event with an opportunity to network over lunch. Connect with peers, share insights, and set the stage for a day of learning and engagement.

2:00 - 3:15 PM:

The M&A Journey – Sourcing Deals and Navigating Buy-Side vs. Sell-Side Dynamics

Delve into the complexities of the M&A process. Understand the nuances of sourcing deals and the strategic differences between operating on the buy-side and the sell-side.

Instructors:

• Pat Muller, Principal, SBJ Capital 
• Peter Morgan, Managing Director, The Spartan Group LLC

3:15 - 3:30 PM:

Refreshment Break

Take a moment to relax and refresh before continuing our deep dive into M&A strategies.

3:30 - 4:15 PM:

Decoding Valuation – Methodologies and Approaches

Explore various valuation methods and approaches. Gain insights into how valuations are crafted and the impact of different methodologies on deal outcomes.

Instructors:

• Joe Orlando, VP of Business Valuation Services, Exit Strategies Group
• Christy Peterson, Managing Director, Andersen Valuation Services
• Kurtis Handa, Managing Director, Andersen Valuation Services

4:15 - 4:45 PM:

Interactive Breakout – Crafting an Indication of Interest (IOI)

Put theory into practice. Participants will engage in a hands-on exercise to prepare an indication of interest (IOI), simulating key steps in the M&A negotiation phase.

Instructors:

• Joe Orlando, VP of Business Valuation Services, Exit Strategies Group
• Christy Peterson, Managing Director, Andersen Valuation Services
• Kurtis Handa, Managing Director, Andersen Valuation Services

5:00 - 8:00 PM:

Evening Reception and Dinner

Unwind and reflect on the day's sessions over dinner. An excellent opportunity for informal networking and discussions in a relaxed atmosphere.

9:00 - 9:30 AM:

Unpacking Due Diligence Workstreams

Examine the critical workstreams in due diligence. Understand how thorough due diligence can mitigate risks and pave the way for successful deal closure.

Instructors:

• Craig Hamm, Partner, BPM
• Eric Clarke, Partner, Hanson Bridgett, LLP
• Fabio Simi, SVP, Private Equity and M&A Services, Marsh

9:30 - 10:10 AM:

From NDA to Purchase Agreement – The Deal Flow

Trace the pathway from the initial non-disclosure agreement (NDA) through the intricacies of IOI, LOI, to the final purchase agreement. Key stages and considerations will be discussed.

Instructors:

• Sam Dibble, Partner, Baker Botts LLP
• Jonathan Rubens, Partner, Moscone Emblidge & Rubens LLP

10:10 - 10:15 AM:

Break

A quick pause to regroup before our next immersive session.

10:15 - 11:00 AM:

Interactive Breakout – Negotiating Buyer/Seller Agreements

Engage in a simulated negotiation scenario. Participants will take on roles of buyers and sellers to negotiate terms, providing hands-on experience with deal-making dynamics.

Instructors:

• Sam Dibble, Partner, Baker Botts LLP
• Jonathan Rubens, Partner, Moscone Emblidge & Rubens LLP

11:00 - 11:15 AM:

Networking Break

Another opportunity to connect with fellow attendees, discuss morning sessions, and share experiences.

11:15 - 11:45 AM:

Addressing Post-Closing Considerations

Focus on the often-overlooked post-closure phase. Topics include integration challenges, managing expectations, and ensuring smooth transitions.

Instructors:

• Terry Hill, Partner, BPM

12:00 PM - 1:00 PM:

Culmination Luncheon and Closing Reflections

Conclude the intensive learning experience with lunch. Share takeaways, final thoughts, and the potential application of knowledge gained as we wrap up the event.