Chicago M&A Conference

Date(s) - 09/27/18
9:00 am - 7:00 pm

Gleacher Center

Hosted by
Transaction Advisors

Chicago M&A Conference | Fall 2018

Thu, September 27, 2018 9:00 AM – 7:00 PM


9:00am – 9:10am
Registration & Coffee Service

9:10am – 9:15am
Opening Remarks: William Jefferson Black, Managing Director, Finance Information Group & Publisher, TelecomFinanceSatelliteFinance & Transaction Advisors

9:15am – 10:05am
Methods for Developing a Rigorous Pre-Deal M&A StrategyThis session will explore some of the most common M&A strategy theories and provide a look at some of the pragmatic frameworks that can be used to analyze and validate an investment thesis for a proposed acquisition.

10:05am – 10:20am
Break and Coffee Service

10:20am – 11:00am
Navigating the Capital MarketsThe outlook for public equity and debt financing, recent changes in capital market financing structures, a look at the financial issues boards and management teams will be addressing before the end of the year, a discussion on working with debt and equity analysts, considerations related to currency fluctuations and interest rates that may impact transaction planning.

11:00am – 11:15am
Break and Coffee Service

11:15am – 12:05pm

Understanding the Unique Challenges and Considerations when Buying InnovationThis session will explore strategies for investments in innovative companies to acquire R&D, intellectual property, and technology development teams; consider corporate venture investment programs; look at the use of joint venture structures; and a discussion on methods for monetizing acquired IP assets.

12:05pm – 1:00pm

1:00pm – 1:50pm
Current Issues Associated with the Planning, Negotiation and Execution of Cross-border Transactions: This panel will discuss a range of current issues associated with the planning, negotiation and execution of cross-border transactions, including variations in deal structures and terms and conditions, cultural and ethical differences, dealing with shareholders and other constituencies, challenges associated with securing regulatory approvals in different jurisdictions, and a review of certain “best in class” practices.

1:50pm – 2:05pm
Break and Coffee Service

2:05pm – 2:45pm
Innovation in Closing: Agreeing on Equity ValueAn increasing number of deals are being completed on the basis of a locked-box pricing mechanism where Cash, Debt, and Working Capital are agreed and customary provisions including interim covenants and warranties are used to ensure the benefits of a fixed price deal.  This session will look at the key benefits and potential pitfalls of using this innovative framework.

2:45pm – 3:00pm
Break and Coffee Service

3:00pm – 3:50pm
Current Challenges in Corporate GovernanceThis panel discussion will look at significant developments in corporate governance and M&A law including a discussion on the shifting landscape for M&A oversight; methods for avoiding financial advisor conflicts, understanding the SEC’s compliance and disclosure interpretations on the so-called “unbundling rule”, a look at the new guidance on merger investigations; how Fair Price and Process are considered in Delaware Appraisal Actions, and other timely considerations for financial officers, Directors and special committee members.

3:50pm – 4:05pm
Break and Coffee Service

4:05pm – 4:55pm
Selling Acquisitions to Institutional Investors, Proxy Handlers, Regulators, and the Financial MediaThis session will discuss the shifting environment for financial communications, from working with shareholders and advisors to engaging the media; look at the impact of social media on dealmaking; how to manage leaks (intentional and unintentional); best practice in working with proxy handlers and institutional shareholders on transactions; engaging regulatory bodies and addressing governance considerations associated with M&A investments.

4:55pm – 5:00pm
Closing Remarks

5:00pm – 6:30pm
Wine Reception