Chicago M&A Conference | Fall 2017

Date(s) - 09/14/17
9:00 am - 7:00 pm

Gleacher Center

Hosted by
Transaction Advisors

Chicago M&A Conference | Fall 2017

Thu, September 14, 2017 9:00 AM – 7:00 PM

For more information visit:

Registration + Transaction Advisors Subscription includes online access to, the monthly email edition, quarterly print edition, and a pass for unlimited access to our M&A conferences for one year.

For a Group Registration Discount, please contact us.

Transaction Advisors is the publisher of a prestigious technical journal on the critical issues impacting corporate transaction structuring and execution.

The white papers, technical articles, and research studies in our collection provide practical information and perspective to execute transactions more effectively.


This conference will provide practical information and perspective on the latest strategies and considerations in the structuring and execution of complex corporate transactions.


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 Strategy: This 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, including the pursuit of an unwilling target.

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

10:20am – 11:00am
Navigating the Capital Markets: The 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 Innovation: This session will explore strategies for investments in innovative companies to acquire R&D, intellectual property, and technology development teams; consider corporate venture investment programs; lessions from CFIUS reviews; joint venture structures; and a discussion on methods for monetizing acquired IP assets.

12:05pm – 1:00pm

1:00pm – 1:50pm
Planning, Negotiation and Execution of Cross-border Transactions: This panel will discuss a range of 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
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 (early warning signs) that completed transactions fail to produce expected synergies.

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

3:00pm – 3:50pm

Methods for Maximizing Value in M&A Tax Structures: This session will look at advancements in M&A tax structuring including the use of publiclu traded partnerships, inversions, tax-free spin offs, buyer / seller risk allocation techniques,

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

4:05pm – 4:55pm
Current Challenges in Corporate Governance: This panel discussion will look at significant developments in corporate governance and M&A law including a discussion on ethical issues and the changing 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 new guidance on merger investigations; fighting hostile offers and activists, how Fair Price and Process are considered in Delaware Appraisal Actions, and other timely considerations for board members.

4:55pm – 5:00pm
Closing Remarks

5:40pm – 7:00pm
Wine Reception