With volatility and uncertainty jarring the public markets and high valuations dominating the private segment, what tactics and strategies can dealmakers employ to best structure transactions? The middle market continues to be ripe for deal activity as U.S. corporations and private equity firms look down market to deploy capital.
Join senior executives, influential dealmakers and investors for cocktails on the evening of April 30 followed by, on May 1, a day of networking and discussion about the outlook for transactions in the middle market.
Dawud Crooms is the Senior Counsel at 7-Eleven, Inc.
As political uncertainty, changing regulation and unstable markets have weighed on much of the large cap dealmaking in the U.S., where are dealmakers going to find deals? The middle market continues to be a vibrant area, as U.S. companies, still eager for growth look down market to spend capital. Meanwhile, PE firms, once known for large LBOs and club deals, make growth equity deals and hire specialists in venture capital and entrepreneurship. The popularity has pushed valuations in the middle market to all-time highs. How do dealmakers navigate this landscape and find good deals without overpaying?
Moderator: Jeff Rabaut, Principal, Churchill Asset Management
Panelist: Monika Brown, Senior Vice President, Mergers & Acquisitions, McKesson Corporation
Panelist: Todd Dauphinais, Founding Principal and Managing Partner, Clavis Capital Partners
Panelist: Drew Flanigan, Principal, Riverside Company
Panelist: Ned Fleming, Founder & Managing Partner, SunTx Capital Partners
With private equity still sitting on record piles of cash, investors are seeking the next big investment boom. From healthcare to technology to financial services to organic foods, private equity continues to be a big player in the growth of new and developing industries. What is the outlook for PE going forward? What are the hottest sectors for investment, and what has fallen out of favor? This panel will provide a unique analysis of the different sectors and markets that are attracting private equity investment, and what is driving those trends.
Moderator: Thomas Yang, Partner, Akin Gump
Panelist: Brendan Achariyakosol, Director, Private Equity, Ardenton Capital
Panelist: Mike Hollander, Principal, GTCR
Panelist: Jeremy Lynch, Partner, Trilantic Capital Partners
Panelist: Heather Madland, Principal, Business Development, Huron Capital
Addition by subtraction is true, too, in corporate America, especially today as the age of the American conglomerate comes to an end. With investors – both retail and activists alike — hungry for pure-plays and dealmaking still strong, corporates are honing their portfolios through divestitures. How do you know when a unit is noncore and when it’s time to sell? How do you navigate a sale of part of your business and refocus around another asset? How do you determine if there is value in the company’s real estate that can be captured? For buyers, how do you know it’s a good time to double down on acreage someone else deems noncore?
Moderator: Mark Habner, CEO and Co-Founder, BeckWay Group
Panelist: Maureen Kelly Cooper, Executive Director, Corporate Capital Markets, Cushman & Wakefield
Panelist: Conner Searcy , Managing Partner, Trive Capital
Panelist: Jason Pizza, Managing Director, Strategic Solutions, Grant Thornton
We’ve all heard about technology disrupting the status quo through innovation and AI, but has it changed how organizations are doing M&A? Big data and the force of analytics are driving competitive advantage for buyers and sellers and even excel may no longer be a staple in analysis. This panel will discuss what the future of transactions will look like and what do boards and decision makers need to understand to navigate these new capabilities through innovation.
Moderator: Steve Gelsi, Senior Reporter, The Deal
Panelist: Nichole Jordan, National Managing Partner, Markets, Clients & Industry, Grant Thornton
Panelist: Jim Peko, National Managing Principal, Transaction Services, Grant Thornton
The days of big R&D budgets are all but lost, but companies continue to innovate, often times through dealmaking. How are corporates using deals to shape their businesses and position themselves for the future? Corporate dealmakers and advisers discuss innovation through dealmaking and how to balance this with shareholder returns and long-term growth.
Moderator: Tom Harris, Partner, Haynes and Boone
Panelist: Jennifer Brown, Assistant General Counsel, Corporate, Farmer Brothers
Panelist: Dawud Crooms, Senior Counsel, 7-Eleven, Inc.
Panelist: Matt Miller, Vice President, Analytics Production Group, Seal Software
Panelist: Patrick N. W. Turner, Managing Director, VSS
Interviewer: David Marcus, Senior Reporter, The Deal
Speaker: Beth Berg, Partner, Sidley
Early-stage companies are exciting but propose their own sets of challenges when it comes to dealmaking. Inconsistent and unsophisticated systems often underlie some of the most promising businesses, but what happens when these companies seek capital, or are ready to sell? This panel will examine the ins and outs of raising money, acquiring and selling early-stage companies.
Moderator: Steve Gelsi, Senior Reporter, The Deal
Panelist: Elyse Stoltz Dickerson, CEO & Founder, Eosera, Inc.
Panelist: Nick Schanbaum, General Counsel & Chief of Staff, ParkHub
Panelist: Chris Sugden, Managing Partner, Edison Partners
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Will the market start to see an increase in distressed M&A? While distressed transactions come with greater risks than “healthy” acquisitions, the benefits of lower costs and legal protections for the buyer could outweigh the risk.
ESG and Sustainability concerns are now playing a prominent role in how companies around the world operate, and how investors allocate their capital.