Investment bankers and other financial advisors call them “highly structured” deals. That’s a euphemism for “very complicated, fraught with risk and requiring unconventional thinking.” Although there are signs that the “Great Recession” may be nearing an end, getting an acquisition done in the current environment remains a difficult thing to do. Please join us for the second in a continuing series of breakfast discussions devoted to the “sell side” of the M&A equation. Our panelists will discuss the current state of the “middle market” for mergers and acquisitions — with a focus on the types of creative solutions that principals and their financial advisors are using to get deals over the finish line — as well as some of the best practices for negotiating and drafting effective deal documents in order to close the transaction and avoid issues post-closing, and real world accounts of what has worked and what hasn’t.
7:30 - 8:00 a.m.
Registration, Breakfast and Meet & Greet
8:00 - 10:30 a.m.
Opening Remarks
Bobby N. Turnage, Jr., Partner, Venable LLP
Panel 1: Market Overview
Featuring a panel of investment bankers, including:
- Greg Woodford, Managing Director of BB&T Capital Markets
- Marc B. Marlin, Director of KippsDeSanto & Co.
- Wm. Braun Jones, III, Partner of WWC Capital
Moderator
Joseph C. Schmelter, Partner at Venable LLP
Panel 2: "How To (and Not To)"
Featuring a panel of legal and accounting practitioners discussing best practices in drafting effective purchase and sale documents including:
- Ricky White, Mid-Atlantic Transaction Advisory Practice Leader for Grant Thornton LLP
- James Dvorak, Partner at Venable LLP
- Brian O'Connor, Partner at Venable LLP
Moderator
Beth Hughes, Partner at Venable LLP
Panel 3: "Been There, Done That"
Featuring a panel of buyers and sellers who have recently navigated difficult conditions and successfully closed transactions, including:
- Doug Layman, former owner and founder of Kadix Systems, LLC
- Mark A. Simione, Senior VP, CFAO and Treasurer of Noblis
- Jason F. Rigoli, Managing Director of Monument Capital Group
Moderator
Bobby N. Turnage, Jr., Partner at Venable LLP