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 |