Agenda for ACGU 2024

AGENDA: (subject to change)

Day 1: Navigating Pre-Letter of Intent Terrain

12:30 - 2:00 PM:

Mingling and Networking Lunch

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.

3:15 - 3:30 PM:

Refreshment Break

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.

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.

5:00 - 8:00 PM:

Evening Reception and Dinner

 

Day 2: Managing Post-Letter of Intent Challenges

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.

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.

10:10 - 10:15 AM:

Break

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.

11:00 - 11:15 AM:

Networking Break

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.

12:00 PM - 1:00 PM:

Culmination Luncheon and Closing Reflections

Event Details

When:

October 17 - 18, 2024