The 16th Annual Southeastern M&A/Private Equity Forum Success and Strategy in Middle Market Deals

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Event Details

Oct 01, 2020

8:00 AM - 4:00 PM

Atlanta, GA

$595 USD

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

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 for our industry-leading content and networking in the vibrant Gate City of the South.

Online registration now available!

At Thomson Reuters, the health and well-being of conference attendees is of paramount importance. We are carefully monitoring the evolving global health situation and will advise on any conference-related developments as they arise. Please contact with any additional questions or concerns.


Special Offers

Group discounts available. Please email for more 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 mid-market deals environment
  • Attendees are invited to network with peers and gain valuable insights throughout the day and at our rooftop reception

    Who Should Attend

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

    Andrea Farley

    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
    Mike Petkash

    Partner, Transaction Advisory Services, Ernst & Young LLP

    View Faculty Page

    Event Details

    Thursday, Oct 01

    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

    The Forum will open with our annual discussion on trends and developments affecting deal activity heading into 2021. With varied areas of deal expertise, our distinguished faculty will consider the overall effect of COVID-19 in the Southeastern M&A landscape and discuss which specific sectors will be of interest going forward.

    At the end of this session, participants will be able to:

    • Describe key developments in the middle market over the last year.
    • Identify potential deal-making changes for 2021.
    • Identify sectors for grow for mergers and acquisitions in the Southeast region.
    10:00 AM
    10:15 AM
    Banking Behind the Scenes: The Evolution of ‘Shadow Banking’ in Middle Market Lending

    In the decade since the last economic downturn, the looming lessons of the financial crisis continued to inspire caution for banks.  Yet a shy public credit market seemed to have inspired new opportunities for private lenders. Given recent events, how might these opportunities be impacted under our current economic strain?  This session explores the progression of ‘shadow banking’, looking at how new growth developed through private credit lending and why calls for regulation in this sector are louder than ever. They will also provide insight on what potential regulatory changes might mean for the middle market overall and the effects of the COVID-19 economy on private lending.

    At the end of this session, participants will be able to:

    • Describe what shadow banking is and its changing role in the middle market
    • Understand the reasons behind calls to regulate shadow banking and the implications of regulation to middle market dealmakers
    11:15 AM
    11:30 AM
    Into the Deep: The Pros and Cons of Bankrupt Acquisitions

    As COVID-19 continues to reshape the economic shoreline, dealmakers are questioning whether their current M&A strategies should include opportunities from the distressed marketplace.  Yet before bringing barrels of dry powder into turbulent waters, it is important for dealmakers to consider both the costs and benefits of buying businesses that are taking on water.  Our session will take a comprehensive look at items concerning distressed assets such as timing the buy of an asset, liability risks, litigation issues and protective actions one may need to take in a distressed deal.

    At the end of this session, participants will be able to:

    • Outline strategies for pursuing distress acquisitions
    • Identify key items to consider in a distressed asset deal
    12:30 PM
    Networking Luncheon
    1:30 PM
    1:45 PM
    Negotiating the Ins and Outs: New Developments in Deal Defense

    With significant health scares, momentous movements in the stock market and amassed attention in a contentious presidential election, 2020 has left little room for imagined turbulence.  As such, it is always diligent for dealmakers to understand their best option in a worst-case scenario.  In this session, our experts will share updates on the latest developments in tools to guard against deal dilution such as Representative and Warranties Insurance.  Our faculty will also share their advice in developing sound-proof strategies to deploy when working to ward off a deal crisis.

    At the end of this session, participants will be able to:

    • Identify the key components of good deal crisis management
    • Describe key solutions offered by Representations and Warranties Insurance (RWI)
    • Understand the newest developments in RWI
    2:45 PM
    3:00 PM
    Preparing for the Best, Expecting the Worst: The Implication of New Taxes and Tariffs on Middle Market Deals

    Starting with the major tax code changes passed in 2017, the middle market continues to see new tax and tariff implications for entities operating within this deal space.  The ramifications of COVID-19 and results of November’s election may bring even further changes in this arena. This session will highlight the most important aspects of such changes, including the impact of rate reductions on transaction structures, limitation on executive compensation deductions, the use of net operating losses, and more. Our panel of experts will also provide their hypotheses as to what changes dealmakers might expect in terms of taxes and tariffs under the next administration.

    At the end of this session, participants will be able to:

    • Identify tax code changes affecting the middle market
    • Identify key components of each change
    • Understand how best to apply tax code updates to their deal making activity
    4:00 PM
    Rooftop Reception


    TWELVE Midtown Autograph Collection

    361 17th Street NW
    Atlanta, GA 30363

    Thomson Reuters has secured a limited block of rooms at a negotiated rate of $249/night plus taxes for the nights of Wednesday, September 30 and Thursday, October 1.

    Interested parties may call TWELVE Hotel directly at 404.961.1212 to reserve a room under the “Thomson Reuters Conference Room Block.”

    More Info

    Sponsors of This Event