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Featured Event


THE 2ND ANNUAL WEST COAST M&A/PRIVATE EQUITY FORUM

Strategy and Execution in a Shifting Market



Thursday September 28, 2023 | 8:00 AM - 6:00 PM

The Thomson Reuters Institute is pleased to host the 2nd Annual West Coast
M&A/Private Equity Forum this September at the Four Seasons Hotel Silicon Valley
at East Palo Alto. This premier gathering of regional deals professionals offers
timely guidance on key trends and developments impacting a dynamic US middle
market. Mark your calendars and plan to join us for industry-leading educational
content and professional networking in the heart of Silicon Valley.

Group discounts available. Please email TRIsales@thomsonreuters.com for more
details.

 

Sign up today!  Online registration now available.

Register Now

 * Facebook
 * Twitter
 * Linkedin
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EVENT DETAILS

East Palo Alto, CA

$595 USD

For questions about this event, please call 1-800-308-1700, extension 1 or email
us at tri@thomsonreuters.com


WHY YOU SHOULD ATTEND

 * This conference addresses current trends and developments impacting the
   regional US middle market.
 * Our esteemed faculty offers buy- and sell-side guidance for navigating a
   lucrative deals environment.
 * Participants can network with key powerbrokers and prospective clients
   throughout the day's proceedings and closing reception.


WHO SHOULD ATTEND

 * Corporate counsel
 * Strategic sellers
 * Investment bankers
 * Transactional lawyers
 * M&A advisors
 * Corporate Development professionals
 * Business entrepreneurs


CHAIR(S) AND FACULTY

Chair(s) Faculty
Pavan Jawanda
Partner, McCarthy Tetrault LLP
Jason Rabbitt-Tomita
Partner, Baker Botts LLP
Thomas Bonfiglio
Senior Vice President, CAC Specialty
Melissa Grim
Partner, Honigman LLP
Rick Horvath
Partner, Dechert LLP
Pavan Jawanda
Partner, McCarthy Tetrault LLP
Louis Lehot
Partner, Foley & Lardner LLP
Travis Loomis
Senior Manager, Operations & Supply Chain, Withum
Emily Maier
Senior Vice President, Head of Transactional Insurance, Woodruff Sawyer
Aartie Manansingh
Director of M&A, Willis Towers Watson
Jason Rabbitt-Tomita
Partner, Baker Botts LLP
Todd Schwartz
Partner, Paul Hastings, LLP
Chip Schorr
Senior Managing Director, One Equity Partners


MORE INFORMATION

Agenda

Venue

Sponsors

Downloads


EVENT AGENDA

(all times local)


THURSDAY SEPTEMBER 28, 2023

8:00AM-9:00AM PT Registration & Networking Breakfast
9:00AM-9:15AM PT Opening Remarks
9:15AM-10:15AM PT Outlook 2024: The State of the M&A Market and 2024 Forecast


Amid the gradual decline of M&A activity from its 2021 frenetic pace, early
returns for 2023 imply muted but no less lucrative possibilities for impactful
middle market transactions. For all the concern over macroeconomic uncertainty
and geopolitical tumult, robust private equity dry powder and renewed interest
in key sectors such as automobiles, manufacturing, and technology augur a
selective and more strategic path forward for savvy deals professionals. This
opening conversation explores the shifting realities of the US middle market
amid protracted change. How content are corporate development and deals
professionals to wait out the economic downtown? What regulatory developments
bear scrutiny under the newly installed 118th United States Congress? Will an
elevated risk environment yield more creative and complex provisions or
earnouts? Please join us as a distinguished panel of deals professionals
addresses these and other key topics.

 

Panelists:
Pavan Jawanda, Partner, McCarthy Tétrault LLP
Emily Maier, Senior Vice President, Head of Transactional Insurance, Woodruff
Sawyer
Aartie K. Manansingh, Director of M&A, Willis Towers Watson
Jason Rabbitt-Tomita, Partner, Baker Botts LLP

10:15AM-10:30AM PT Break
10:30AM-11:30AM PT Patience & Fortitude: The Market Moves of Private Equity


Recent reports suggest that private equity (PE) firms will drive approximately
30% to 40% of global deal flow in 2023. Yet with higher interest rates and
growing market saturation hindering momentum, the outlook for a solid year to
come may ultimately fall short of expectations. This year’s private equity
roundtable examines the tantalizing potentiality and attendant risk facing an
evolving sector. Pressure to navigate near-term uncertainty alongside a greater
focus on market differentiation are just some of the top concerns facing firms
today. How are private equity leaders managing risk—and leading enterprise
change—in the current climate?

 

Panelists:

Louis Lehot, Partner, Foley & Lardner LLP
Chip Schorr, Senior Managing Director, One Equity Partners

11:30AM-12:30PM PT Risky Business: Navigating Global Sanctions and ESG Risk in
Middle Market Deals


Between unprecedented global sanctions and the continued ascent of ESG issues in
deal making, the current deals landscape continues to offer several not
insignificant challenges for the US middle market. For Western companies exiting
Russia, understanding complex U.S. U.K. or EU regulations—on top of retaliatory
Russian-imposed controls—can be a harrowing hill to climb. Similarly, with
increased calls for transparency around corporate governance, supply chains,
sustainability, and climate risk, the progress of even the most innocuous deal
could legitimately be derailed. This presentation offers the latest guidance for
buyers and sellers within regulated industries. How can corporate legal and
deals professionals anticipate or avoid potential pitfalls in a rapidly evolving
environment? What strategies can help mitigate risk throughout the deals
process?

 

Panelists:
Rick S. Horvath, Partner, Dechert LLP

12:30PM-1:30PM PT Networking Luncheon
1:30PM-2:30PM PT Once the Ink Dries: Optimizing Deal Value through Seamless
Post-Merger Integration


Successful post-merger integration (PMI) is both a science and art. As
business priorities continue to shift, and more attention is paid toward scope
and capability acquisitions, traditional playbooks cede ground to bespoke,
contoured solutions emblematic of a market transformed. Truly impactful PMI is
about value creation in organizations. Companies who recognize the importance of
six core pillars—culture, purpose, people, data, technology, and clients—are
best positioned for long-term growth, while those who deploy a less
comprehensive approach face significantly higher probability of failure. This
session addresses three key areas for PMI leaders: culture, purpose, and people.
How can newly formed entities reconcile disparate work environments behind a
cohesive vision? What strategies exist to align compensation models,
redundancies, professional development plans, and more within the new
enterprise?

 

Moderator:
Travis Loomis, Senior Manager, Operations & Supply Chain, Withum

 

Panelists:
Melissa R. Grim, Partner, Honigman LLP

2:30PM-3:30PM PT Bold Endeavors: Considerations & Opportunity in Distressed M&A


With market volatility still abound, opportunities for dealmakers within
distressed M&A are poised to rebound in 2023. Aided in large part by
recessionary fears, many companies have turned toward preserving cash and
liquidity and engaging in exploratory divestitures throughout the COVID-19
recovery phase. Leading a distressed M&A process is a unique experience—and one
where limited time, bandwidth, or requisite business intelligence may result in
unforeseen liabilities or missed revenue opportunity for even the most
experienced dealmaker. This discussion offers an informed perspective on
managing the distressed M&A sales process from valuation to consummation in
large and mid-market deals.

 

 

Panelists:
Thomas Bonfiglio, Senior Vice President, CAC Specialty
Todd Schwartz, Partner, Paul Hastings, LLP

3:30PM-3:45M PT Break
3:45PM-4:45PM PT Market Levies: New Regulatory Guidance for Mid-Market Deals


In the fall of 2021, the United States, along with 140 other nations belonging
to the Organization for Economic Co-operation and Development (OECD), agreed to
a two-pillared framework aimed at addressing tax challenges in the increasingly
digitized global economy. These pillars, alongside tax changes within the Biden
Administration’s Inflation Reduction Act and changes to Hart-Scott-Rodino
requirements are expected to present significant changes for the middle market
in the coming years.  Join our expert faculty as we discuss what impact these
and other developments might have on deals. How can dealmakers effectively
navigate a dynamic rules and regulatory landscape?

4:45PM-5:00PM PT Closing Remarks
5:00PM-6:00PM PT Networking Reception


Please join us for drinks as we wrap up the day’s proceedings.


FOUR SEASONS HOTEL SILICON VALLEY AT EAST PALO ALTO

2050 University Avenue
East Palo Alto, CA 94303

The Thomson Reuters Institute has secured a guest room block at the Four Seasons
for the nights of Wednesday, September 27, 2023 and Thursday, September 28, 2023
at a negotiated rate of $545/night plus taxes. Interested parties may secure
their rooms through the following link and refer to the reservations
instructions below:

Room Reservations

Instructions for Online Reservations

 * Click on the link above and enter your arrival and departure dates
 * Select Corporate/Promo Code button and enter code 230928TR2
 * Please note that this code is only available for the dates of 09/27/23 –
   09/29/23. Guests wishing to extend their stay may contact the hotel
   Reservations Team at +1 (650) 566-1200 or email them at
   res.siliconvalley@fourseasons.com

The cutoff date for reservations is Wednesday, September 6, 2023.

Rooms are subject to availability.

More Info



SPONSORS

Platinum

As a leading global law firm, the foundation for our differentiated client
support rests on our deep business acumen and technical experience built over
decades of focused leadership in our practices. We are readily available to help
clients shape the future of their industries. From our history in the energy
industry, to establishing fundamental expertise in intellectual property,
technology, TMT and life sciences, we have a heritage of aiding our clients push
into new business frontiers.

http:/www.BakerBotts.com
Platinum

McCarthy Tétrault LLP is a leading law firm that provides a broad range of legal
services, including strategic and industry-focused advice and solutions for
Canadian and international interests. The firm has substantial presence in
Canada’s major commercial centres as well as in New York City and London.  Built
on an integrated approach to the practice of law and delivery of innovative
client services, the firm helps clients achieve the results that are important
to them.

https://www.mccarthy.ca
Gold

CAC Specialty is a risk solutions company of senior industry leaders, operating
as a nimble and collaborative business partner. With a knowledge-driven approach
informed by data and decades of instinct, CAC Specialty brings an innovative
vision to insurance broking solve your risk challenges – from the simple to the
previously unsolvable.

https://cacspecialty.com/
Gold

Withum is a forward-thinking, technology-driven advisory and accounting firm,
helping clients to Be in a Position of StrengthSM in today’s complex business
environment.

https://www.withum.com/
Gold

Woodruff Sawyer has been offering leading-edge business insurance brokerage
services for 100 years, with specialties in property & casualty, management
liability, cyber, employee benefits, and personal wealth management. We are a
global broker with access to the London and Bermuda insurance markets, with 15
offices throughout the US and over 600 partner offices worldwide. As a
top-ranked and highly respected firm, Woodruff Sawyer provides expertise and
customized solutions where clients need it.

https://woodruffsawyer.com/
Gold

At WTW, we provide data-driven, insight-led solutions in the areas of people,
risk and capital. Leveraging the global view and local expertise of our
colleagues serving 140 countries and markets, we help you sharpen your strategy,
enhance organizational resilience, motivate your workforce and maximize
performance. Working shoulder to shoulder with you, we uncover opportunities for
sustainable success — and provide perspective that moves you. Among our
capabilities, our transactional risk team offers tailored solutions to
transactional risk allocation, including representations and warranties, tax and
contingent liability insurance.

https://www.wtwco.com
Silver

Foley & Lardner LLP is a corporate law firm that provides legal and related
services for complex issues facing companies today. With approximately 1,100
attorneys in 24 offices, Foley combines international reach with a local focus
across a full range of legal services in various industries, including
technology, health care, automotive and manufacturing. Foley has been recognized
by clients and the legal industry for its strong commitment to client service
excellence and innovation. Learn more at Foley.com.

https://www.foley.com/
Association

ACG Silicon Valley (ACGSV) is the premier organization for C-Suite leaders in
Silicon Valley, providing community, connections, and thought leadership, to
enable both personal and organizational growth. Our community is dedicated to
providing CEOs and senior executives with direct and referral access to
respected business leaders, transformational thought leadership, and practical
experiences for career growth and business development.

https://www.acgsv.org

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