The 2020 US M&A/Private Equity Forum Success and Strategy in Middle Market Deals

Event Details

Sep 29 - Oct 01, 2020

Remote

$99 USD (includes all five sessions)

With capital and credit markets on the rebound, and less than 100 days until the US presidential election, mid-market M&A activity is rapidly emerging from months of involuntary hibernation. On the heels of a moribund spring and early summer, August’s arrival yielded significant deals within the healthcare, biopharmaceutical and technology sectors, and industry observers remain bullish on an equally robust Q4 for manufacturing, financial services, energy, consumer goods and beyond. This September, the Thomson Reuters Institute is pleased to present a five-part, week-long exploration of the US middle-market deals environment in the shadow of COVID-19. Our diverse and experienced faculty offers important guidance on emerging opportunities and regulatory considerations for M&A professionals across the nation.

Sign up today and gain access to all five sessions! Online registration now available.

*Please be advised, we are unable to offer CLE accreditation for this year’s program.

 

Why You Should Attend

  • This conference offers comprehensive, practical guidance for middle market M&A professionals and dealmakers throughout the United States
  • Our faculty features esteemed industry professionals from the legal, tax & accounting, corporate and media sectors with unparalleled knowledge of the deals environment
  • Attendees are invited to actively submit questions and engage their peers throughout each conference session

    Who Should Attend

  • Corporate counsel
  • Strategic sellers
  • Investment bankers
  • Transactional lawyers
  • M&A advisors
  • Business entrepreneurs
  • Event Co-Chairs

    Andrea Farley

    Partner, Troutman Pepper 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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    Mike Petkash

    Partner, Transaction Advisory Services, Ernst & Young LLP

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    Event Details

    Tuesday, Sep 29

    12:00PM ET
    Opening Remarks
    12:15-1:30PM ET
    The State of the M&A and Private Equity Market

    With capital markets slowly rebounding and a US presidential election on the horizon, the middle-market M&A landscape is poised for liftoff throughout the remainder of 2020. Thanks to the COVID-19 pandemic, deal activity in key business sectors, along with evolving regulatory and compliance tailwinds, is creating abundant opportunities for dealmakers and M&A advisors across the United States. This conversation offers an earnest take on the short- and long-term implications of recent developments on acquisitions, divestitures and sectors of growth heading into a new calendar year.

    Moderator:
    Andrea Farley, Partner, Troutman Pepper LLP

    Panelists:
    Gregory Roumeliotis, Editor in Charge, Corporate Finance and M&A, Reuters
    Patrick M. Shea, Co-Head of the PE Group and Partner, McCarthy Tétrault LLP
    Andrew Stull, Managing Director, Houlihan Lokey
    Rhys T. Wilson, Partner, Nelson Mullins Riley & Scarborough LLP

    1:30-2:00PM ET
    Break
    2:00-3:30PM ET
    Banking Behind the Scenes: The Evolution of Innovative Banking in Middle Market Lending

    Ten plus years removed from economic downturn, the looming specter of the Great Recession continues to influence today’s banking and lending communities. Sometimes referred to as the “Shadow Banking Industry”, domestic and foreign nonbank lenders are now key players in the global marketplace, without the traditional accompanying regulations and protections. With reported coffers in excess of $52 trillion representing a formidable (and, for some, dangerous) presence. Enter 2020. And with the COVID-19 pandemic still significantly impacting the economy, concerns over the ‘shadow banking’ system’s longevity and reliability abound. What impact has current economic strain had on the system’s growth and lending ability? What factors are contributing to calls for substantive regulatory oversight? And, as importantly, how do threats from potential nefarious actors weigh on the cyber integrity of the market?  Please join us as our distinguished panel ponders these and other timely questions amidst rampant socioeconomic upheaval and cybersecurity threats.

    Moderator:
    Melanie Brandt, President & CEO, Association for Corporate Growth Atlanta

    Panelists:
    Barrie Covit, Partner, Simpson Thacher & Bartlett LLP
    Tim Lloyd, Threat-Finance Reporter and Risk Analyst
    Fabio M. Natalucci, Deputy Director, International Monetary Fund
    Jody Westby, Chief Executive Officer, Global Cyber Risk LLC 

    Wednesday, Sep 30

    11-12:30PM ET
    Into the Deep: The Pros and Cons of Bankruptcy 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 tides, 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 best practices around for distressed assets, including timing the buy, assessing liability, navigating current or pending litigation, and adopting protective actions throughout the course of the deal.

    Moderator:
    W. Austin Jowers, Partner, King & Spalding LLP

    Panelists:
    Mark A. Filippell, Founding Partner, Managing Director, Western Reserve Partners
    Lee Hart, Partner, Nelson Mullins Riley & Scarborough LLP
    Mike Petkash, Partner, Transaction Advisory Services, Ernst & Young LLP

    Thursday, Oct 01

    11-12:30PM ET
    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.

    Moderator:
    Spencer Stockdale, Partner, King & Spalding LLP

    Panelists:
    Paul Colone, Managing Partner, Alantra
    Bruce K. Fenton, Partner, Troutman Pepper LLP
    Andrea Gede-Lange, Partner, Fried, Frank, Harris, Shriver & Jacobson LLP
    Philip A. Theodore, Vice President, McGriff, Seibels & Williams, Inc.

    12:30-2PM ET
    Break
    2:00-3:30PM ET
    Preparing for the Best, Expecting the Worst: The Implication of New Taxes and Tariffs on Middle Market Deals

    Starting with major tax code changes passed in 2017, the middle market continues to see new tax and tariff implications for entities nationwide. Under the new legislation, greater rate transparency, predictability, and corporate profitability helped fuel strong deal activity under the Trump administration. Yet, on the eve of a US presidential election, and with the fluid and clearly debilitating impact of the COVID-19 pandemic still unfolding, tax and deals professionals are quick to project significant transformation ahead. This session highlights important tax reform developments in the COVID-19 era, including the CARES act, Section 163(j), and Global Intangible Low Tax Income (GILTI) and carried interest regulations. Our expert panel will opine on what changes dealmakers can expect with respect to taxes and tariffs under a Republican or Democratic administration.

    Moderators:
    Brice Bostian, Partner, International Tax and Transaction Services, Ernst & Young LLP
    Aaron S. Topel, Partner, International Tax and Transaction Services, Ernst & Young LLP

    Panelists:
    Sheldon Elefant, Director of Tax Insurance, M&A Practice, Willis Towers Watson
    Brian D. 
    Harvel
    PartnerAlston & Bird LLP
    Amanda Simpson, Associate Attorney, Winston & Strawn LLP

    Brice Bostian

    Partner, International Tax and Transaction Services, Ernst & Young LLP

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    Melanie Brandt

    President & CEO, Association for Corporate Growth Atlanta

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    Paul Colone

    Managing Partner, Alantra

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    Barrie Covit

    Partner, Simpson Thacher & Bartlett LLP

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    Sheldon Elefant

    Director of Tax Insurance, M&A Practice, Willis Towers Watson

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    Bruce K. Fenton

    Partner, Troutman Pepper LLP

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    Mark A. Filippell

    Founding Partner, Managing Director, Western Reserve Partners

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    Andrea Gede-Lange

    Partner, Fried, Frank, Harris, Shriver & Jacobson LLP

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    Lee Hart

    Partner, Nelson Mullins Riley & Scarborough LLP

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    Brian D. Harvel

    Partner, Alston & Bird LLP

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    W. Austin Jowers

    Partner, King & Spalding LLP

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    Tim Lloyd

    Threat-Finance Reporter and Risk Analyst

    View Faculty Page
    Fabio M. Natalucci

    Deputy Director, International Monetary Fund

    View Faculty Page
    Gregory Roumeliotis

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

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    Patrick Shea

    Co-Head of the PE Group and Partner, McCarthy Tétrault LLP

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    Amanda Simpson

    Associate Attorney, Winston & Strawn LLP

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    Spencer Stockdale

    Partner, King & Spalding LLP

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    Andrew J. Stull

    Managing Director, Houlihan Lokey

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    Philip Theodore

    Vice President, McGriff, Seibels & Williams, Inc.

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    Aaron S. Topel

    Partner, International Tax and Transaction Services, Ernst & Young LLP

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    Jody Westby

    Chief Executive Officer, Global Cyber Risk LLC

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    Rhys T. Wilson

    Partner, Nelson Mullins Riley & Scarborough LLP

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