Chicago M&A Conference

Date(s) - 03/01/18
9:00 am - 7:00 pm

Gleacher Center

Hosted by
Transaction Advisors

March 1, 2018 at The University of Chicago Gleacher Center


This technical conference will provide private equity investors, middle market business owners, and corporate executives with perspective and practical insights on the latest strategies for evaluating and structuring corporate transactions.


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

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

9:15am – 10:00 am
Due Diligence and Transaction Planning: A look at key issues in transaction planning including; sell-side (vendor) due diligence; methods for developing a rigorous pre-deal M&A strategy; pragmatic frameworks that can be used to analyze and validate an investment thesis.

10:05am – 10:15am
Break and Coffee Service

10:15am – 11:05am
Capital Considerations and Financing Techniques: How acquisitions are being financed in the current quarter; a look at the state of the capital markets and leveraged finance dynamics; innovations in M&A deal structures at various levels of the capital stack, unique characteristics of unitranche loans; how to consider and model creative financing structures, issues to consider in covenant structures.

11:05am – 10:25am
Break and Coffee Service

11:25am – 12:15am
Transaction Liability: A look at the use of representation and warranties policies in deal structuring; where the current market draws the line on coverage and terms; a discussion on the challenges the client and underwriter will need to address in the deal structure.

12:15pm – 01:30pm
Luncheon Keynote

01:30pm – 2:20pm
Why Transactions Fail: This session will begin with a discussion on actions that cause deals to fail to close and then consider some of the most common reasons completed transactions fail to produce expected synergies.

02:20am – 02:30am
Break and Coffee Service

2:30pm – 3:20pm
M&A Litigation and Governance: Developments in strike suits; the rise of appraisal litigation; a review of current case law that is impacting M&A structuring; the nature of multiple jurisdiction lawsuits; global antitrust and competition reviews; understanding tender offers’ impact on M&A deal litigation.

03:20am – 03:35am
Break and Coffee Service

3:35pm – 4:25pm
Valuation Trends and Fairness Opinions: The panel will explore fairness considerations in the context of venture-backed and private equity backed capital raising and M&A transactions.

4:25pm – 4:40pm
Break and Coffee Service

4:40pm – 5:30pm
Deal Trends Panel: A discussion on buy side M&A considerations, a look at variations in deal frameworks that are typically associated with transactions involving corporate buyers (domestic and international), private equity sponsors, and venture capital backed deals; a review of current methods for capturing value from acquired intellectual property, customer data, technical platforms, and human capital, among other assets.

5:30pm – 5:40pm
Closing Remarks

5:40pm – 7:00pm
Wine Reception