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The 2nd Annual West Coast M&A/Private Equity Forum

Strategy and Execution in a Shifting Market

Thursday September 28, 2023 | 8:00 AM - 6:00 PM

The Thomson Reuters Institute is pleased to host the 2nd Annual West Coast M&A/Private Equity Forum this September at the Four Seasons Hotel Silicon Valley at East Palo Alto. This premier gathering of regional deals professionals offers timely guidance on key trends and developments impacting a dynamic US middle market. Mark your calendars and plan to join us for industry-leading educational content and professional networking in the heart of Silicon Valley.

Group discounts available. Please email TRIsales@thomsonreuters.com for more details.

 

Sign up today!  Online registration now available.

Event Details

East Palo Alto, CA

$595 USD

For questions about this event, please call 1-800-308-1700, ext. 1 or email us at TRIsales@thomsonreuters.com

Why You Should Attend

  • This conference addresses current trends and developments impacting the regional US middle market.
  • Our esteemed faculty offers buy- and sell-side guidance for navigating a lucrative deals environment.
  • Participants can network with key powerbrokers and prospective clients throughout the day's proceedings and closing reception.

Who Should Attend

  • Corporate counsel
  • Strategic sellers
  • Investment bankers
  • Transactional lawyers
  • M&A advisors
  • Corporate Development professionals
  • Business entrepreneurs

Faculty

Sabira Alloo
Head of Private Equity Partnerships, North America; Advisor, Startups for Sustainable Development, Google
Thomas Bonfiglio
Senior Vice President, CAC Specialty
Eric Chow
Partner, Foley & Lardner LLP
Matthew Danzig
Managing Director, Lazard
Jen Dezso
Director, Client Relations, Thomson Reuters Institute
Barnaby Gibson
M&A Legal, ServiceNow
Irving Gomez
Vice President and Deputy General Counsel, PagerDuty, Inc.
Melissa Grim
Partner, Honigman LLP
Christopher Grubb
Partner, Ducera Partners LLC
Hemant Hebbar
Vice President, Corporate Development, Hewlett Packard Enterprise
Rick Horvath
Partner, Dechert LLP
Prital Kadakia
Partner, Serent Capital
Jane Kim
Managing Partner, Keller Benvenutti Kim LLP
Pavan Jawanda
Partner, McCarthy Tetrault LLP
Mark Legaspi
Director, Legal, LinkedIn
Louis Lehot
Partner, Foley & Lardner LLP
Stephen Leitzell
Partner, Dechert LLP
Travis Loomis
Senior Manager, Transaction Advisory, Withum
Emily Maier
Senior Vice President, Head of Transactional Insurance, Woodruff Sawyer
Jason Rabbitt-Tomita
Partner, Baker Botts LLP
Ashley Rice
Director, HR M&A Integration, Cisco
Todd Schwartz
Partner, Hogan Lovells
Chip Schorr
Senior Managing Director, One Equity Partners
Rich Snipes
Managing Director, Technology, West Monroe
William Snow
Managing Director, FOCUS Investment Banking, Inc.
Dan Waxman
Senior Director, Willis Towers Watson

More Information

Agenda

Venue

Sponsors

Downloads

Event agenda

(all times local)

Thursday September 28, 2023

8:00AM-9:00AM PT Registration & Networking Breakfast
9:00AM-9:15AM PT Opening Remarks
9:15AM-10:15AM PT Outlook 2024: The State of the M&A Market and 2024 Forecast

Amid the gradual decline of M&A activity from its 2021 frenetic pace, early returns for 2023 imply muted but no less lucrative possibilities for impactful middle market transactions. For all the concern over macroeconomic uncertainty and geopolitical tumult, robust private equity dry powder and renewed interest in key sectors such as automobiles, manufacturing, and technology augur a selective and more strategic path forward for savvy deals professionals. This opening conversation explores the shifting realities of the US middle market amid protracted change. How content are corporate development and deals professionals to wait out the economic downtown? What regulatory developments bear scrutiny under the newly installed 118th United States Congress? Will an elevated risk environment yield more creative and complex provisions or earnouts? Please join us as a distinguished panel of deals professionals addresses these and other key topics.

 

Moderator
Jason Rabbitt-Tomita, Partner, Baker Botts LLP

 

Panelists:
Barnaby Gibson, M&A Legal, ServiceNow
Pavan Jawanda, Partner, McCarthy Tétrault LLP
Mark Legaspi, Director, Legal, LinkedIn
Emily Maier, Senior Vice President, Head of Transactional Insurance, Woodruff Sawyer
Dan Waxman, Senior Director, Willis Towers Watson

10:15AM-10:30AM PT Break
10:30AM-11:30AM PT Patience & Fortitude: The Market Moves of Private Equity

Recent reports suggest that private equity (PE) firms will drive approximately 30% to 40% of global deal flow in 2023. Yet with higher interest rates and growing market saturation hindering momentum, the outlook for a solid year to come may ultimately fall short of expectations. This year’s private equity roundtable examines the tantalizing potentiality and attendant risk facing an evolving sector. Pressure to navigate near-term uncertainty alongside a greater focus on market differentiation are just some of the top concerns facing firms today. How are private equity leaders managing risk—and leading enterprise change—in the current climate?

 

Moderator:
Jen Dezso, Director, Client Relations, Thomson Reuters

 

Panelists:
Louis Lehot, Partner, Foley & Lardner LLP
Chip Schorr, Senior Managing Director, One Equity Partners
William R. Snow, Managing Director, FOCUS Investment Banking, Inc.

11:30AM-12:30PM PT Risky Business: Navigating ESG Risk and Opportunities in Middle Market Deals

ESG is in a dynamic phase, posing both risks and opportunities in the current deal landscape for the US middle market. On the one hand, there are increased calls for transparency around corporate governance, supply chains, sustainability, and climate risk, in particular for private equity funds that may be considering the public markets as a potential exit strategy.  On the other hand, there is a rising, anti-ESG backlash within the United States creating conflicting expectations for both operating companies and asset managers who are answering to limited partners across the political spectrum.  This presentation offers the latest guidance for buyers and sellers. How can corporate legal and deal professionals anticipate or avoid potential pitfalls in a rapidly evolving environment? What strategies can help mitigate risk throughout the deal process and after?    And what opportunities does the current environment create?

 

Moderator:
Rick S. Horvath, Partner, Dechert LLP

 

Panelists:
Matthew Danzig, Managing Director, Lazard
Irving Gomez, Vice President and Deputy General Counsel, PagerDuty, Inc.
Stephen M. Leitzell, Partner, Dechert LLP

12:30PM-1:30PM PT Networking Luncheon
1:30PM-2:30PM PT Once the Ink Dries: Optimizing Deal Value through Seamless Post-Merger Integration

Successful post-merger integration (PMI) is both a science and art. As business priorities continue to shift, and more attention is paid toward scope and capability acquisitions, traditional playbooks cede ground to bespoke, contoured solutions emblematic of a market transformed. Truly impactful PMI is about value creation in organizations. Companies who recognize the importance of six core pillars—culture, purpose, people, data, technology, and clients—are best positioned for long-term growth, while those who deploy a less comprehensive approach face significantly higher probability of failure. This session addresses three key areas for PMI leaders: culture, purpose, and people. How can newly formed entities reconcile disparate work environments behind a cohesive vision? What strategies exist to align compensation models, redundancies, professional development plans, and more within the new enterprise?

 

Moderator:
Travis Loomis, Senior Manager, Transaction Advisory, Withum

 

Panelists:
Eric Chow, Partner, Foley & Lardner LLP
Melissa R. Grim, Partner, Honigman LLP
Ashley Rice, Director, HR M&A Integration, Cisco

2:30PM-3:30PM PT Bold Endeavors: Considerations & Opportunity in Distressed M&A

With market volatility still abound, opportunities for dealmakers within distressed M&A are poised to rebound in 2023. Aided in large part by recessionary fears, many companies have turned toward preserving cash and liquidity and engaging in exploratory divestitures throughout the COVID-19 recovery phase. Leading a distressed M&A process is a unique experience—and one where limited time, bandwidth, or requisite business intelligence may result in unforeseen liabilities or missed revenue opportunity for even the most experienced dealmaker. This discussion offers an informed perspective on managing the distressed M&A sales process from valuation to consummation in large and mid-market deals.

 

Moderator:
Jane Kim, Managing Partner, Keller Benvenutti Kim LLP

 

Panelists:
Thomas Bonfiglio, Senior Vice President, CAC Specialty
Christopher Grubb, Partner, Ducera Partners LLC
Todd Schwartz, Partner, Hogan Lovells

3:30PM-3:45M PT Break
3:45PM-4:45PM PT At Lightning Speed: Exploring AI’s Expansion into Dealmaking

Artificial Intelligence’s (AI) growing influence is pervasive in almost every sector of the market. Its rise within dealmaking only further demonstrates its impressive reach. But where exactly is AI making waves within the deals space, and how far, wide and fast is its reach expected to grow?   Our panel of dealmakers will share their thoughts on AI from their unique perspectives in the middle market as well as well as their predictions about what AI holds for the future of dealmaking as a whole.

 

Moderator:
Rich Snipes, Managing Director, Technology, West Monroe

 

Panelists:
Sabira Alloo, Head of Private Equity Partnerships, North America; Advisor, Startups for Sustainable Development, Google
Hemant Hebbar, Vice President, Corporate Development, Hewlett Packard Enterprise
Prital Kadakia, Partner, Serent Capital

4:45PM-5:00PM PT Closing Remarks
5:00PM-6:00PM PT Networking Reception

Please join us for drinks as we wrap up the day’s proceedings.

Four Seasons Hotel Silicon Valley at East Palo Alto

2050 University Avenue
East Palo Alto, CA 94303

The Thomson Reuters Institute has secured a guest room block at the Four Seasons for the nights of Wednesday, September 27, 2023 and Thursday, September 28, 2023 at a negotiated rate of $545/night plus taxes. Interested parties may secure their rooms through the following link and refer to the reservations instructions below:

Room Reservations

Instructions for Online Reservations

  • Click on the link above and enter your arrival and departure dates
  • Select Corporate/Promo Code button and enter code 230928TR2
  • Please note that this code is only available for the dates of 09/27/23 – 09/29/23. Guests wishing to extend their stay may contact the hotel Reservations Team at +1 (650) 566-1200 or email them at res.siliconvalley@fourseasons.com

The cutoff date for reservations is Wednesday, September 6, 2023.

Rooms are subject to availability.

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