The 15th Annual Southeastern M&A/Private Equity Forum Risk and Reward in a Relaxed Deal Environment

Event Details

Oct 03, 2019

9:00 AM - 4:00 PM

Atlanta, GA

$595 USD

The Southeastern M&A/Private Equity Forum is the premier gathering of mid-market deals professionals throughout the Southeastern US. Our forum imparts timely advice on current trends and developments impacting deals in the current calendar year. Mark your calendars and plan to join us as we celebrate 15 years of industry-leading content and networking in the vibrant Gate City of the South.

Online registration now available. 

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 with unparalleled knowledge of the deals environment
  • Attendees are invited to network with peers and gain valuable insights as we celebrate our crystal anniversary

    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

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    Michael E. Hollingsworth II

    Partner, Nelson Mullins Riley & Scarborough LLP

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    Rahul Patel

    Partner, King & Spalding

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    Christopher Grippa

    Partner, EY Forensic & Integrity Services

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    Event Keynote Speaker

    Dr. Larry Wall

    Research Center Executive Director, Center for Financial Innovation & Stability
    Federal Reserve Bank of Atlanta

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    Event Details

    Thursday, Oct 03

    8:00 AM
    Registration & Breakfast
    8:55 AM
    Opening Remarks
    9:00 AM
    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.

    Moderator:
    Andrea Farley, Partner, Troutman Sanders LLP

    Panelists:
    Michael E. Hollingsworth II, Partner, Nelson Mullins Riley & Scarborough LLP
    Gregory Roumeliotis, Editor in Charge, Corporate Finance and M&A, Reuters
    Patrick M. Shea, Partner, McCarthy Tetrault LLP
    Andy Stull, Managing Director, Houlihan Lokey

    10:00 AM
    Break
    10:15 AM
    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.

    Moderator:
    Rahul Patel, Partner, King & Spalding LLP

    Panelists:
    Randolph C. Coley, Retired Partner, King & Spalding, LLP; former lead director, Gastar Exploration, Inc.; former board member, Deltic Timber Corporation, and Trade Street Residential, Inc.
    Deborah M. Lucy, Assistant General Counsel, Strategy and M&A, Cox Enterprises, Inc.
    Charles H. Ogburn, Non-Executive Chairman of the Board, Crawford & Company
    Michelle Willis, Senior Vice President and Deputy General Counsel, Corporate Legal Team, SunTrust Banks, Inc.

    11:15 AM
    Break
    11:30 AM
    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.

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

    Panelists:
    James P. Cate, Managing Partner & Founder, Glenfield Capital
    Charles Hedden, Vice President, Joint Ventures & Partnering, Lincoln International
    Jeff Meier, Chief Operating Officer, Pond & Company

    12:30 PM
    Keynote Luncheon: The Technological Tomorrow: Insights into the Future of Technology’s Impact on the Economy

    The impact of the current technological age has been compared to that of the California Gold Rush and the Industrial Revolution.  At very few times in history have humans seen such expansive opportunities to create so much wealth in such a short amount of time. This keynote focuses in on how the development of new information technologies has and will continue to impact gains and losses for financial firms.  In highlighting one of these technologies, machine learning, our presenter will explore some of the strengths and weaknesses of this technology, along with its potential impact on the broader economy.

    Presenter:
    Dr. Larry D. Wall, Executive Director, Center for Financial Innovation and Stability (CenFIS), Research Department, Federal Reserve Bank of Atlanta

    1:45 PM
    Break
    2:00 PM
    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.

    Moderator:
    Carol Morgan, Clinical Professor, Director, Business Law and Ethics Program, University of Georgia School of Law

    Panelists:
    Theodore I. Blum, Shareholder, Greenberg Traurig, LLP
    Elizabeth Edelman, General Counsel; Compliance and Privacy Officer, RiverMend Health
    Mark Kuehnert, Executive Director, Forensic & Integrity Services, Ernst & Young LLP
    Jill Rothstein, Assistant General Counsel, Nelson Mullins Riley & Scarborough LLP

    3:00 PM
    Break
    3:15 PM
    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.

    Moderator:
    Christopher Grippa, Partner, Forensic & Integrity Services, Ernst & Young LLP

    Panelists:
    Edward H. Brown, Partner, Burr & Forman LLP
    Tyler B. Dempsey,
    Partner, Troutman Sanders LLP
    Sean J. Griffith, TJ Maloney Chair in Business Law; Director, Fordham Corporate Law Center, Fordham University School of Law
    Philip A. Theodore, Vice President, McGriff, Seibels & Williams, Inc.

    4:15 PM
    15th Anniversary Reception

    Please join us for drinks and canapes as we celebrate our crystal anniversary.

    Theodore Blum

    Shareholder, Greenberg Traurig, LLP

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    Edward H. Brown

    Partner, Burr & Forman LLP

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    James Cate

    Managing Partner & Founder, Glenfield Capital

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    Randolph C. Coley

    Retired Partner, King & Spalding, LLP; former lead director, Gastar Exploration, Inc.

    View Faculty Page
    Anne Cox-Johnson

    Partner, King & Spalding LLP

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    Tyler Dempsey

    General Counsel, Repay Holdings Corporation

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    Elizabeth Edelman

    General Counsel; Compliance and Privacy Officer, RiverMend Health

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    Sean J. Griffith

    TJ Maloney Chair in Business Law; Director, Fordham Corporate Law Center, Fordham University School

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    Charles Hedden

    Vice President, Joint Ventures & Partnering, Lincoln International

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    Mark Kuehnert

    Managing Director, Forensic & Integrity Services, Ernst & Young LLP

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    Deborah M. Lucy

    Assistant General Counsel, Strategy and M&A, Cox Enterprises, Inc.

    View Faculty Page
    Jeff Meier

    Chief Operating Officer, Pond & Company

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    Carol Morgan

    Clinical Professor, Director, Business Law and Ethics Program, University of Georgia School of Law

    View Faculty Page
    Charles Ogburn

    Non-Executive Chairman of the Board, Crawford & Company

    View Faculty Page
    Jill Rothstein

    Assistant General Counsel, Nelson Mullins Riley & Scarborough LLP

    View Faculty Page
    Gregory Roumeliotis

    Editor in Charge, Corporate Finance and M&A, Reuters

    View Faculty Page
    Patrick Shea

    Partner, McCarthy Tetrault LLP

    View Faculty Page
    Andrew J. Stull

    Managing Director, Houlihan Lokey

    View Faculty Page
    Philip Theodore

    Vice President, McGriff, Seibels & Williams, Inc.

    View Faculty Page
    Dr. Larry Wall

    Research Center Executive Director, Center for Financial Innovation & Stability
    Federal Reserve Bank of Atlanta

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    Michelle Willis

    Senior Vice President and Deputy General Counsel, Corporate Legal Team, SunTrust Banks, Inc.

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    Accreditation

    TWELVE Midtown Autograph Collection

    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.

    For additional assistance with hotel rooms, please call the hotel’s Group Sales coordinator at 404.418.1217.

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