The 14th Annual Southeastern M&A/Private Equity Forum Deal Making in an Age of Disruption

strength in numbers

Event Details

Oct 04, 2018

9:00 AM - 4:00 PM

Atlanta, GA

$595 USD

Register Now

For questions about this event, please call 1-800-308-1700

Thanks to robust economic growth and new US tax reform legislation, mergers and acquisitions are expected to heat up in 2018. This October, the Thomson Reuters Legal Executive Institute is pleased to present the 14th Annual Southeastern M&A/Private Equity Forum at the offices of Nelson Mullins Riley & Scarborough in Atlanta, GA. The premier professional education and networking summit in the Southeast, our forum continues to provide timely and essential content for corporate counsel, corporate development, and M&A professionals devoted to the art of the deal.

Register Today!

 

Special Offers

Group discounts available. Call 1-800-308-1700 for details.

Why You Should Attend

  • This conference is the only event to focus exclusively on the regional issues affecting entrepreneurs and M&A professionals throughout the U.S. Southeast.
  • Our faculty features esteemed industry professionals from key institutions, including Ernst & Young, Houlihan Lokey, Nelson Mullins Riley & Scarborough LLP, King & Spalding LLP, and more.
  • Attendees can network with successful entrepreneurs throughout the day and at our post-conference rooftop reception.
  • Participants will gain valuable guidance to stay ahead of the competition in today's middle market.

    Who Should Attend

  • Corporate Counsel
  • Strategic Sellers
  • Investment Bankers
  • Transactional Lawyers
  • M&A Advisors
  • Business Entrepreneurs
  • Event Co-Chairs

    Andrea Farley

    Partner
    Troutman Sanders LLP

    View Faculty Page
    Michael E. Hollingsworth II

    Partner, Nelson Mullins Riley & Scarborough LLP

    View Faculty Page
    Rahul Patel

    Partner, King & Spalding

    View Faculty Page
    Gregory E. Wolski

    Partner, EY Forensic & Integrity Services

    View Faculty Page

    Event Keynote Speaker

    Fred Barnes

    Co-Founder and Executive Editor, The Weekly Standard

    View Faculty Page

    Event Details

    Thursday, Oct 04

    8:00 AM
    Conference Registration & Continental Breakfast
    8:55 AM
    Opening Remarks
    9:00 AM
    The State of the M&A and Private Equity Market

    This program begins with our staple discussion on current trends and developments influencing deal activity and financing structures in 2018. Members of our distinguished panel will host a conversation about M&A landscape in the Southeast, highlighting sectors of growth and transactions worth watching.

    Moderator:
    Anne M. Cox-Johnson, Partner, King & Spalding LLP

    Panelists:
    Harry Brumpton, M&A Reporter, Reuters
    Todd Grice, Associate General Counsel, Corporate Finance/M&A, The Coca-Cola Company, Inc.
    Patrick M. Shea, Partner, McCarthy Tetrault LLP
    Andy Stull, Managing Director, Houlihan Lokey

    10:00 AM
    Break
    10:15 AM
    Private Equity Round Table

    In an ever-shifting political and regulatory environment, private equity firms are required, now more than ever, to be diligent in managing prospects against risks.  This session will address exciting opportunities and emerging threats in private equity, as well as how new changes in tax reform and financial legislation may affect the PE environment.

    Moderator:
    Andrea Farley, Chair, Corporate Department Troutman Sanders

    Panelists:
    Gerry Williams, Partner, DLA Piper
    Charles Mills, Senior Director, Deal Sourcing & Business Development, HIG Capital

    11:15 AM
    Break
    11:30 AM
    In Search of Skeletons: Escalated Challenges Around Data Privacy and Security

    Given the recent Facebook fiasco and the introduction of the General Data Protection Act, issues of data protection and security are top of mind.  How can professionals effectively protect crucial components of a deal in an age of big data and ubiquitous hyperconnectivity? In this session, our panel of experts will discuss high-priority targets for cyber criminals, key actors or malicious players in the market, and best practices for proper data governance over the entire deal lifecycle.

    Moderator:
    Christopher Grippa, Partner, EY Forensic & Integrity Services

    Panelists:
    Charles BrittSenior Attorney, Data Privacy, NCR Corporation
    David Lawrence, Founder and Chief Collaborative Officer, RANE Network
    John Squires, Partner; Chairman of IP an Emerging Company Practice, Dilworth Pacton LLP
    Phyllis B. Sumner, Partner, King & Spalding LLP

    12:30 PM
    Keynote Luncheon: Assessing the Current Political Landscape in Washington

    What impact has the current Presidential administration had on the contemporary business climate?  How have recent and ongoing political developments affected the American electorate and its attitude toward the Republican-controlled Congress? Please join us as the Legal Executive Institute proudly welcomes Fred Barnes, co-founder and executive editor of The Weekly Standard, for a timely and vigorous take on today’s increasingly unpredictable political environment.

    Presenter:
    Fred Barnes, Co-Founder & Executive Editor, The Weekly Standard

    1:30 PM
    Business as (Un)usual: Acceleration and Opportunity in Tech M&A

    As the global proliferation of fintech, biotech, or consumer and enterprise-focused startups continues to mature, an exciting wave of prominent investors and nontraditional acquirers is profoundly impacting the current deals environment. According to one prominent study, optimism is high that tax form liquidity, improved credit availability and overall confidence in corporate earnings will yield a perfect storm of supply and demand heading into 2019. What are some of the most attractive opportunities available in tech M&A? What legal considerations should targets and acquirers keep in mind when exploring a possible deal?

    Moderator:
    Alexis Spade, Associate Director, Fraud Investigations & Dispute Services, EY Forensic & Integrity Services

    Panelists:
    Alexander Perry, Executive Director, EY Forensic & Integration Services

    2:30 PM
    Break
    2:45 PM
    Influencing the Deal: The Impact of Representation and warranties Insurance in the Current Market

    According to a recent study, 29% of US deals now reference representation and warranties insurance (RWI) as part of the negotiation process—a remarkable development when considering overall market sentiment not two years prior. Building upon takeaways from last year’s program, this final session offers a comprehensive look at how RWI has fundamentally reshaped both the US middle market and contemporary deal structure throughout the region. Is RWI a welcome or worrisome harbinger of deals to come?

    Moderator:
    Nicholas C. Rueter, Partner, Smith, Gambrell & Russell, LLP

    Panelists:
    Allyson Coyne, Managing Director & Senior Broking Officer – M&A And Transaction Solutions, Aon Risk Solutions
    Tyler Dempsey, Partner, Troutman Sanders LLP
    William B. Rowland, Partner, Jones Day
    Michael B. Wakefield, Vice President, Financial Services Division, McGriff, Seibels & Williams, Inc.

    3:45 PM
    Closing Remarks & Rooftop Reception

    Please join us on the rooftop of Nelson Mullins Riley & Scarborough as we wrap up the day’s proceedings.

    Fred Barnes

    Co-Founder and Executive Editor, The Weekly Standard

    View Faculty Page
    Charles Britt

    Senior Attorney, Data Privacy, NCR Corporation

    View Faculty Page
    Christopher Grippa

    Partner, EY Forensic & Integrity Services

    View Faculty Page
    Charles Mills

    Senior Director, Deal Sourcing & Business Development, HIG Capital

    View Faculty Page
    Alexander Perry

    Executive Director, EY Forensic & Integrity Services

    View Faculty Page
    Alexis Spade

    Associate Director, EY Forensic & Integrity Services

    View Faculty Page
    Andrew J. Stull

    Managing Director, Houlihan Lokey

    View Faculty Page
    Phyllis Sumner

    Partner
    King & Spalding

    View Faculty Page

    Accreditation

    Nelson Mullins Riley & Scarborough Atlanta Offices

    Nelson Mullins Riley & Scarborough LLP
    18th Floor Conference Center
    Atlantic Station
    201 17th Street NW
    Atlanta, GA 30363
    404.322.6000

    We are hosting a guest room block at the nearby Twelve Atlantic Station Hotel. For guest rooms at the group rate of $209/night plus taxes, please visit the dedicated booking link

    Book your group rate for Thomson Reuters Southeastern M&A Private Equity Forum

    Alternatively, you may contact the hotel via phone at 404.961.1212 and reference the “Thomson Reuters Southeastern M&A/Private Equity Forum” room block. The cut-off date for guest room reservations is Monday, September 17, 2018. Rooms are subject to availability. For assistance with guest room reservations, please contact our Conference Planner, Meghan Landis, at meghan.landis@tr.com.

    Twelve Atlantic Station
    361 17th Street NW
    Atlanta, GA 30363
    404.961.1212
    http://www.marriott.com/hotels/travel/atlas-twelve-atlantic-station/

    Twelve Atlantic Station is located within convenient walking distance of the Nelson Mullins office.

    Nearby Hotels

    Twelve Atlantic Station

    404.961.1212

    Sponsors of This Event

    ×