The 2018 Northwestern M&A and Corporate Integration Forum

Event Details

May 10, 2018

9:00 AM - 4:00 PM

Seattle, WA

$495 USD

The 2018 Northwestern M&A and Corporate Integration Forum is the premier gathering of mid-market deals professionals from throughout the region. Our forum imparts timely advice on current trends and developments impacting deals in the current calendar year.

Register today! 


CLE Credits available*

*Number may vary in accordance with state guidelines

Special Offers

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

Why You Should Attend

  • This conference focuses on the regional issues affecting entrepreneurs and M&A professionals throughout the Pacific Northwest.
  • Our faculty features esteemed professionals and trusted advisors from key institutions throughout the region.
  • Stay ahead of the competition with essential takeaways on issues critical to the middle market.
  • Network with colleagues and gain a head start on deal activity in the current year.

    Who Should Attend

  • Corporate Counsel
  • Corporate Development professionals
  • Transactional & M&A lawyers
  • Strategic Sellers
  • Investment Bankers
  • M&A Advisors
  • Business Entrepreneurs
  • Event Details

    Thursday, May 10

    8:30 AM
    Registration & Continental Breakfast
    9:30 AM
    Opening Remarks
    9:45 AM
    2018 Pacific Northwest Deals Spotlight

    Gain an in-depth look at the top northwest deals to date and the factors and influencers driving deal activity and acquisitions. New technologies, start-up ventures, pending or evolving access to capital, regulatory changes, and industry market changes, among other factors will all play a significant role in the volume and scope of deals developed in 2016. The session will delve into:

    • Hottest sectors and industries for acquisitions
    • Factors driving deal activity
    • Economic trends and product innovations likely to impact M&A deals this year
    • Top deals to date for 2018

    Moderator:
    Walter M. MaasShareholder, Karr Tuttle Campbell

    Panelist:
    Nicholas E. FerrerPartner, Perkins Coie LLP
    Charley Geiger, Principal, Blue Point Capital Partners
    Brian MurphyManaging Director, Meridian Capital
    Bradaigh WagnerManaging Director, Endeavour Capital
    Mark D. WorkingCo-Founder, Zachary Scott Investment Bankers

    10:45 AM
    Break
    11:00 AM
    2018 U.S. China Deals Outlook Under the Current Presidential Administration

    What is the outlook for U.S. and China cross border M&A deals in 2018? This engaging discussion will focus on inbound investment and M&A activity as well as the increasing opportunities for US investors in mixed-share ownership in major Chinese companies. We’ll take a deep dive into:

    • Current State of U.S. – China deals
    • U.S. and PRC regulatory issues, including currency controls in China and CFIUS in the U.S.
    • Prologis’ significant stake in China Eastern
    • Unique transactional legal issues that arise in U.S. – China cross-border deals

    Moderator:
    Thomas M. ShoesmithPartner, Pillsbury Winthrop Shaw Pittman LLP

    Panelists:
    Steven FolandManaging Director & Head of Banking, Americas, China International Capital Corporation (CICC)
    Michael W. Moyer, Partner, Cairncross & Hempelmann PS

    12:00 PM
    U.S. and Canada Cross-Border M&A: Deal Activity to Date and Emerging Growth Industries

    Following lukewarm deal activity in 2016 and 2017, new Canadian technology innovations and newly emerging industries could spur renewed growth in M&A deal activity in U.S. and Canadian transactions. This engaging session will closely examine:

    • Critical cross-border considerations for U.S. or Canadian acquirers interested in cross-border targets
    • Data analysis on 2018 U.S. and Canada acquisitions and deal activity to date
    • Emerging Canadian industries and innovations driving deal activity for U.S. acquirers

    Co-Presenters:
    Kent D. Kufeldt, Partner, Borden Ladner Gervais LLP
    Jessica C. PearlmanPartner, K&L Gates LLP

    1:00 PM
    Networking Luncheon
    2:00 PM
    Merging Two Cultures: Post-Merger Cultural Integration and Organizational Alignment

    Once the deal is done and the ink has dried, the acquirer is faced with the daunting and complex task of actually marrying, or fusing, two distinctly separate companies, and two distinctly different cultures. Variances in technology systems, business ethics, codes of conduct, operating procedures, communication standards and even dress code policies all come into play and if not properly managed, marked differences in organization cultures can cause even the most well executed M&A deals to unravel without an effective, post-merger integration strategy. This engaging discussion will address:

    • Building a healthy organizational culture
    • Leadership development and keys for retaining and engaging key talent
    • Change management, triangulation and coordination between shared services (IT, HR and Finance and Accounting)
    • Unique challenges to reverse mergers
    • Integration of IT enterprise systems
    • Leveraging the Integration Management Office
    • The critical importance of communications
    • Measuring and quantifying post-merger integration success

    Moderator:
    Matthew LeMasterPartner, Davis Wright Tremaine LLP

    Panelist:
    Carolyn Chong, Corporate Development Change Management, Amazon.com
    Klint Kendrick, Director, Mergers & Acquisition Human Resources, Oracle
    Tobias Klauder, Director, M&A IT Integration, Microsoft

    3:00 PM
    Afternoon Break
    3:15 PM
    Shareholder Activism and Corporate Governance: Critical Considerations for Directors in 2018

    Shareholder activism has quickly become one of the most formidable and challenging facets of today’s deal environment. With investors and activist hedge funds adopting vigilant perspectives on public company corporate governance, the importance of  understanding the nuances of activist behavior has never been greater. Learn how to address unwanted shareholder action. Key topics include:

    • Best practices for handling insiders when negotiating a merger transaction
    • Rate returns on activist funds
    • The utility and limitations of an extensive pre-signing market check
    • Fiduciary issues raised by exclusivity agreements and “don’t ask, don’t waive” clauses
    • The target’s desire to enhance closing certainty while preserving the right to terminate in appropriate circumstances

    Moderator:
    Chris Hall, Partner, Perkins Coie LLP

    Panelists:
    Daniel McLeodPartner, Blake, Cassels & Graydon LLP
    Yukio MorikuboGeneral Counsel, IMPINJ
    Michael G. O’BryanPartner, Morrison & Foerster LLP
    Jeb Repko, Partner, Joele Frank

    4:15 PM
    Closing Remarks & Conclusion

    Accreditation

    Renaissance Seattle Hotel

    515 Madison Street
    Seattle, WA 98104

    We have not reserved a guest room block for this event.  Please call the venue directly at 206-583-0300 for rates and availability.  For assistance with guest room reservations, please contact our Conference Planner, Meghan Landis, at meghan.landis@tr.com.

     

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