Registration & Breakfast
The State of the M&A and Private Equity Market
This year’s Forum opens with our hallmark session on current trends and developments influencing deal activity and financing structures in 2019. Some of the key topics addressed include the current regulatory environment and its impact on M&A, the continued availability of capital reserves, the increasing trend towards convergence, and specific sectors of growth and transition within the Southeast.
The Power of the Round Table: Engaging Corporate Boards in M&A Deals
Corporate boards play a crucial role in the M&A process. Understanding how best to engage this governing body and leverage their formidable oversight is a key driver in successfully executing a merger. This session focuses on the costs and benefits of involving the board in deal making, including their potential to create value, inform strategy, mitigate risk and inform post-integration plans.
Rahul Patel, Partner, King & Spalding LLP
Joseph Martin, General Counsel – OSB and EWP, Head of Security, M&A and Finance Law and Assistant Secretary, Louisiana-Pacific Corporation
A Fragile Alliance: Mastering Joint Ventures
Joint Ventures (JVs) allow two or more entities to integrate resources for mutual benefit, but the structure of a JV may vary greatly depending upon the goals of the client(s). Dealmakers will need to consider key issues such as ownership and control of integrated resources, minority protections, management boards and significant tax matters when designing a JV. Our panel of experts will discuss the current issues in JV structuring and share key tactics to assume when developing a formal strategy.
Thomson Reuters is pleased to welcome Dr. Larry Wall, Research Center Executive Director of the Center for Financial Innovation and Stability (CenFIS) at the Federal Reserve Bank of Atlanta, as this year’s conference keynote.
The Consummate Professional: Ethical Issues in M&A Transactions
A strong deals market provides greater opportunity for growth, but also greater risk for errors in ethical behavior. Issues, after all, don’t develop from a lack of knowing right from wrong, but rather, in not having a clear understanding of who your clients are (vs. who they are not), what your clients prioritize as success, how attorney-client privilege is ultimately preserved, and where (unforeseen) difficulties may arise. In addition to addressing these core challenges, our panel will touch upon “headline” complexities such as “Weinstein clauses” and ethical considerations specific to cross-border deals.
Best Laid Plans: Risk Allocation in M&A
Entering into a transaction is never without risk, but having foresight around effectively mitigating such challenges is a crucial tool every competent dealmaker should master. Our panel considers risk trends from both the buy-side and sell-side of the market. The session will address topics such as indemnification clauses and protection clauses and will also revisit new developments in Representation and Warranties Insurance in continuation from last year’s program.
15th Anniversary Reception
Please join us for drinks and canapes as we celebrate our crystal anniversary.
361 17th Street NW
Atlanta, GA 30363
Thomson Reuters has arranged a room block for conference attendees at TWELVE Hotel over the nights of October 2-3. Our negotiated rate is $365.00/night plus taxes. Please call the hotel directly at 404-961-1212 and reference the “Thomson Reuters Conference Rate.” Check-in time is 3:00pm. Please be advised, the cut-off date for our room block is Wednesday, September 18, 2019.