Virtual M&A Summit 2021

10:45am - 10:55am (Eastern Time)
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Welcome remarks:

• William Jefferson Black, Chair of the M&A Institute and Publisher • Transaction Advisors
• Laurent Sultan, Senior Vice President • SS&C Intralinks
   

11:00am - 11:55am
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M&A Strategy Challenges and 2021 Deal Drivers

The opening discussion will look at the unique challenges associated with acquisitions in 2021. The participants will consider strategic and tactical issues, methods for allocating capital, and current deal drivers across the M&A landscape. Additional consideration will be given to the way leading dealmakers are incorporating ESG considerations into their M&A process.

Moderator

• William Jefferson Black, Chair of the M&A Institute and Publisher • Transaction Advisors

Panelists

• Lara Mouritsen, Corporate Counsel, Ventures and M&A • Salesforce
  
• Rupa Mehta, General Manager • ANGI Homeservices
• Casey Nault, Senior Vice President, General Counsel and Secretary • Coeur Mining
• Elizabeth Lim, Senior Market Intelligence Analyst • SS&C Intralinks

12:00pm - 12:55pm
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The Battle for Deals

This timely session will look at well-funded SPACs competing for innovation-driven acquisitions and consider the methods private equity and corporate acquirers use to compete for deal flow. The discussion will also consider the environment for staying independent, given the robust private capital and IPO markets.

Moderator

• Omar Pringle, M&A Partner • Morrison & Foerster

Panelists

• Jeff White, Partner • Skyview Capital
  
• Frank Egan, Managing Director of Mergers and Acquisition • SS&C Intralinks
• Dan Connolly, Co-Head of Global M&A • William Blair & Co.
• Bob Zapata, Managing Director and General Counsel, Corporate Strategy & Development • TIAA

1:00pm
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M&A Valuation, Deconstructed

In a lively and interactive format, leading dealmakers and finance experts will share their perspectives on stress-testing valuation models, identifying bias, and using sensitivity analysis to maintain pricing discipline. This session will help you avoid common valuation mistakes and pitfalls.

Moderator

• Stephen G. Morrissette, Ph.D, Faculty Director, Transaction Advisors Institute and Professor of Strategic Management at the University of Chicago's Booth School of Business

Panelists

• Chris Kreidler, Board Member, former CFO at Sysco, and Senior Advisor • McKinsey & Company
  
• Anthony Cardona, Principal •Pritzker Private Capital
  

2:00pm - 2:55pm
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M&A Politics and Policy Considerations

This session will provide guidance on the shifting regulatory and antitrust considerations that are impacting dealmakers around the world. The participants will look at the pursuit of big tech as a proxy for merger reviews.

Moderator

• Brian Hwang, Director, Strategic Business & Corporate Development • SS&C Intralinks 

Panelists

• Christie Stahlke, Director & Senior Counsel, Antitrust & Competition Law • Raytheon Technologies
• Lindsey Wilson, Corporate Counsel, Antitrust and Anti-Corruption Compliance • Masco Corporation
• Pat Tucker, Managing Director, Head of M&A and Activism • Abernathy MacGregor

3:00pm - 3:55pm
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Using early-stage investments to advance the M&A strategy

This session will consider the use of corporate venture investments as an extension of an organization's M&A strategy, including perspective on the operational and governance considerations.

Moderator

• Andrea Basham, Corporate and M&A Practice • Freshfields 

Panelists

• Saswat Bohidar, Associate General Counsel, M&A and Ventures • Hewlett Packard Enterprise
• Auria Styles, Associate Director, M&A Legal • Intel
• Corbin Walburger, Vice President, Corporate Business Development • Stanley Black & Decker
• David Le, Vice President and Associate General Counsel • Lyft

4:00pm - 4:55pm
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Setting the Integration Path for Day One

This capstone session will look at the interplay between (positive and negative) cost and revenue synergies on valuation models and deal terms. The participants will share their integration best practices and lessons for building institutional capabilities for future deals.

Moderator

• Eric Weiss, Managing Director - Mergers & Acquisitions • Accenture

Panelists

• Andrew Owen, Senior Corporate Counsel - M&A and Integration • Autodesk
• Johanna Tseng, M&A Integration Manager • Coinbase
• Eric Ljungquist, Head of Integration & Transformation, North America • Ferrero

5:00pm - 6:00pm (concurrent)

Breakout Rooms

Join the discussion in these themed meeting rooms where best practices will be shared. You're sure to leave with key tips for improving the M&A process.