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The pace of deal activity is accelerating.
Get up to speed on the latest M&A developments.

The Intralinks M&A Summit, produced in association with Transaction Advisors, brings together today’s leading dealmakers for engaging discussions on the current and future state of M&A.

You will learn

  • How the pace of deal activity is accelerating with well-funded private equity firms, strategic acquirers, and now SPACs competing for acquisitions.

  • Crucial insights on the innovative M&A strategies and techniques that are driving new activity across every sector.

  • How to be better prepared to move quickly on emerging opportunities and increase the velocity of your deal process.

M&A Strategy Challenges and 2021 Deal Drivers
Details


The Battle for Deals
Details

M&A Valuation, Deconstructed
Details


 

M&A Politics and Policy Considerations
Details

Using Early-stage Investments to Advance the M&A strategy
Details


Setting the Integration Path for Day One
Details


PLUS
Breakout Sessions

Details

Make your voice heard with our interactive breakout room sessions.

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.



Agenda

Thursday March 18, 2021  •  Live Online

10:45am - 10:55am (Eastern Time)
Join Live!

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
Join Live!

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.

Cross-Border M&A Best Practices
Join Live!

MODERATOR: Jason Clucas, Senior Sales Executive at Intralinks
This breakout roundtable will explore a range of challenges and best practices for dealmakers that are pursuing cross-border M&A transactions. Conversation topics may include: financing, regulatory, cultural, and transactional differences given the desired level of control. The facilitator may also include in the conversation dispute resolution mechanisms and other enforcement approaches.
 
Negotiating Risk Allocation
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MODERATOR: Dario de Martino Partner at Morrison & Foerster
This breakout roundtable will explore the give-and-take between buyers and sellers in negotiating key provisions in both domestic and international transactions. In particular, the participants will consider risk allocation, look at the use of earnouts and transaction insurance, discuss the strength of various protections and remedies, and review other timely and related topics that may impact the structure and negotiation of a transaction.
 
HR Diligence and Retention Structures
Join Live!

MODERATOR: Kristin Murphy, Global M&A Strategy & Operations Leader at Mercer
This breakout roundtable will explore how the most effective dealmakers approach HR due diligence to identify people-related financial, operational, and cultural integration challenges and the potential impact on the future state operating model. This discussion will include examples of significant people risks uncovered during due diligence and provide a range of innovative frameworks to retain acquired talent.
Digital Diligence
Join Live!

MODERATOR: Matt Wells, Vice President, Global Product Marketing and Strategy at Intralinks
This breakout roundtable will explore techniques for diligence when the target's value is largely dependent on technology. Participants will be encouraged to share techniques for cyber diligence, testing source code, evaluating in-process R&D and development, and testing the integrity of a target's digital infrastructure. In addition, the increasing use of video in the diligence process will be explored.
 
 

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