Final Draft 10.10.17
Thomson Reuters Legal Executive Institute
presents
The 13th Annual Southeastern M&A/Private Equity Forum
October 12, 2017
The Ballroom at TWELVE Hotel Atlantic Station
361 17th St NW
Atlanta, GA 30363
Co-Chairs:
David S. Felman,Shareholder, Hill Ward Henderson, PA
Michael E. Hollingsworth II, Partner, Nelson Mullins Riley & Scarborough LLP
Rahul Patel, Partner, King & Spalding LLP
Gregory E. Wolski, Partner, Ernst & Young LLP
Agenda (all times local)
8:00am – 8:55amConference Registration & Continental Breakfast
8:55am – 9:00amOpening Remarks
9:00am –10:00amThe State of the M&A and Private Equity Market
This year’s Forum opens with our hallmark session on current trends and developments influencing deal activity and financing structures in 2017. Panelists will discuss the current Southeast M&A landscape, touching upon specific sectors of growth and transition that should be considered.
Moderator:
Rahul Patel, Partner, King & Spalding LLP
Panelists:
Mark Adkins, Managing Partner, McCarthy Tetrault
Gregory Roumeliotis,Editor, Deals, Reuters
Andrew Stull,Managing Director, Houlihan Lokey
TomerYosef-Or, Partner,ABRY Partners
James C. Woolery, Partner, Head of M&A and Corporate Governance, King & Spalding LLP
10:00am – 10:15amBreak
10:15am – 11:15am The A to Z of Current M&A Trends: Buyers, Sellers and Everything In Between
This session builds off of our staple State of M&A session, but takes a deeper dive in understanding current M&A trends in key deal terms, from both a financial and legal standpoint. This session gauges what key points are prominent for buyers and sellers. It also explores the differentiation between strategic and financial buyers, offering discussion around their typical investment habits, transactional pace and how they evaluate potential investments. Our panelists will also discuss the latest in key issues with Representation and Warranties Insurance (RWI).
Moderator:
Andrea Farley, Chair, Corporate Department, Troutman Sanders
Panelists:
James S. Grien, President and CEO, TM Capital
Sean M. Kelley, Principal and Director of Business Development, Gridiron Capital
Matthew Wiener, Senior Vice President, AON
11:15am – 11:30amBreak
11:30am – 12:30pmLet’s Make a Deal: Approaching the New Selling Environment
With a turn in the market, 2017 is proving to be a seller’s environment. So what is it that is driving the appetite to sell, what are some of the top concerns to sellers and what is it that they are looking for in a buyer? Our panel of experts will explore these questions from a seller’s perspective and give some insight as to how long they think the seller’s environment may last.
Moderator:
Julie Sebastian, Partner, Smith, Gambrell & Russell, LLP
Panelists:
Frank H. “Bo” Briggs, III, Managing Director, Croft & Bender LP
Jeremy A. Ellis, Managing Director, Genesis Capital, LLC
John Goldasich, Director, Arlington Capital Advisors
Amanda Norcross, Partner, Nelson Mullins Riley & Scarborough LLP
12:30pm–1:45pmKeynote Luncheon: A Roundtable Interview with the EY Entrepreneur of the Year™ Southeast Awards Finalist
Ernst & Young, Thomson Reuters, and our conference co-chairs are pleased to welcome the finalists of the 2017 EY Entrepreneur of the Year™ Southeast Awards for a discussion on entrepreneurship, management, challenges and growth in the current business environment. Selected from nine discrete business categories, our honorees will share personal stories and exclusive guidance on their respective organizations.
Moderator:
Brad F. Duncan, Principal, Ernst & Young LLP
Panelists:
Sidd Ahmed, President and Founder, VDart Inc.
Scott Pressly, Chairman and Chief Strategic Officer, Tropical Smoothie King
Asif Ramji, President & Chief Executive Officer, Paymetric, A Vantiv Company
Barrett Ward, Founder and CEO, FASHIONABLE
1:45pm –2:00pmBreak
2:00pm–3:00pmVenture Capital’s Catapult Back into the Eco-Landscape
Over the last few quarters, venture capital investments moved from robust in 2015 to bust with the bottom dropping out to the tune of approximately $12 billion in 2016’s first quarter. Yet with no shortage of cash on hand, those interested in venture capital’s next big opportunities remain optimistic. With a pro-economic political environment, the prospect of trimmed red taxation tape, the upsurge of M&A deals due to the infusion of big data, and a need to relieve the sense of malaise in early-investing, this may be venture capital’s time to shine. Our panel of experts will discuss the current state of venture capital, what changes in our eco/political culture may mean for VC and what one may expect coming down the road in the near future.
Moderator:
David S. Felman, Shareholder, Hill Ward & Henderson, PA
Panelists:
Andrew Cohen,Vice President of Strategic Development, Citrix
Steven F. Lux, Managing Partner, Stonehenge Growth Equity Partners
Allen Moseley, Managing General Partner, Noro-Moseley Partners
Theresa Sexton, Partner, Claritas Capital
3:00pm - 3:15pm Break
3:15pm - 4:15pm Due Diligence in a Modern World: The “Tech”niques of a Strong Strategy
In our tech-enabled world, a strong understanding of a company’s information governance policies is a necessary component of a good due diligence strategy. As the importance of new innovations such as predictive analytics, blockchain and distributed ledgers grows, deal makers need to better understand the impact of tech-enhanced innovation, as well as how potential acquisitions have handled tech-related issues such as data security and privacy. Our panel of experts will review what modern issues they see as being paramount in due diligence and their recommendations on where to look for warning signs or go signals for deal success.
Moderator:
Christopher Grippa, Partner, Ernst & Young LLP
Panelists:
Lou Barbieri, Partner, Kilpatrick Townsend & Stockton LLP
Robin Bienfait, Partner, Valor Ventures
Christopher Lang, Global Privacy Officer, United Parcel Service
4:15pm - 5:15pmReception
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