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The 17th Annual Southeastern M&A/Private Equity Forum

Considering Risks and Rewards in a Post-Pandemic Deals Market

Thursday October 07, 2021 | 8:00 AM-4:00 PM

The Southeastern M&A/Private Equity Forum is the premier gathering of mid-market deals professionals throughout the Southeastern US. Our program imparts timely advice on current trends and developments impacting deals in the current calendar year. Mark your calendars and plan to join us for our industry-leading content and networking in the vibrant Gate City of the South.

Save the date!  Online registration now available. 

Event Details

Atlanta, GA

$595 USD

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

Why You Should Attend

  • This conference is the only event to focus exclusively on the regional issues affecting entrepreneurs and M&A professionals throughout the U.S. Southeast
  • Our faculty features esteemed industry professionals with unparalleled knowledge of the deals environment
  • Participants can gain CPE and CLE credits while networking with key powerbrokers throughout the region

Who Should Attend

  • Corporate Counsel
  • Strategic Sellers
  • Investment Bankers
  • Transactional Lawyers
  • M&A Advisors
  • Corporate Development professionals
  • Business Entrepreneurs

Chair(s) and Faculty

Chair(s) Faculty
Andrea Farley
Partner, Troutman Pepper
Michael E. Hollingsworth II
Partner, Nelson Mullins Riley & Scarborough LLP
Rahul Patel
Partner, King & Spalding LLP
Patrick Shea
Partner, McCarthy Tétrault LLP

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Agenda

Venue

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Downloads

Event agenda

(all times local)

Thursday October 07, 2021

8:00 AM ET Registration & Breakfast
9:00 AM ET Opening Remarks
9:10 AM ET The State of the M&A and Private Equity Market

This year’s Forum opens with our annual examination of key trends and updates in the M&A/Private Equity market. In an exploration of 2020’s turbulent dimensions and impact on current transactions, our distinguished faculty will note specific wins and losses in Southeastern deals, and address what dealmakers can expect in the year to come.

 

Moderator:
Rahul Patel, Partner, King & Spalding LLP

 

Panelists:

Steve Brady, Partner, CPA, Market Leader, Transaction Advisory, Withum
David C. Clifton, VP, M&A and Integration, Intercontinental Exchange
David French, M&A Reporter, Energy & Financial Services, Reuters
Michael E. Hollingsworth II, Partner, Nelson Mullins Riley & Scarborough LLP
Patrick M. Shea, Partner, McCarthy Tetrault LLP

10:10 AM ET Break
10:25 AM Proceed with Caution: Due Diligence Considerations in the Current Environment

Due diligence is an essential process to every good deal, but in our current environment, the stakes for conducting a solid process are more crucial than ever. The pandemic’s effects are likely to extend to such areas as vendors and supply chains, personnel, PPP loan liabilities, representations and warranties, or key considerations encircling profitability.  This session will offer invaluable insight around areas where the pandemic’s impact should be specifically considered when delving into due diligence.

 

Moderator:
Shiriki Cavitt Jones, President-Elect, Georgia Association of Black Women Attorneys; Commercial Transactions Attorney, Coyote Logistics, LLC – a UPS Company

 

Panelists:
Andrew Belisle, Senior Vice President, McGriff, Seibels & Williams, Inc.
Andrea Farley, Partner, Troutman Pepper
Elliott Holland, Managing Director, Guardian Due Diligence
Jonathan Lanken
, Executive Director of M&A, Cox Communications

11:25 AM Break
11:40 AM Around the Bend: Credit Considerations for a Post-Pandemic M&A Market

Debt is a deal staple for many corporate buyers.  Yet, as the world thaws from a pandemic winter, what should dealmakers anticipate as the credit market responds to new rivers of M&A opportunity, coupled with the still melting glaciers of risk?  As we consider the current market–whether “senior,” “sub” or “mezz”–our panel will review crucial credit considerations for dealmakers and offer guidance on market sentiment in our post-pandemic environment.

 

Moderator:
Hazen Dempster, Partner, Troutman Pepper

 

Panelists:
Nancy Halwig, Senior Vice President, Corporate Relationship Manager, Commercial Banking, Atlanta Middle Market, BBVA USA Now a Part of PNC
Peter Panos, Managing Director, Group Head of Energy & Southwest Corporate Banking, Citizens Bank
Joe Rodgers, Managing Director, SourceCapital LLC
Spalding White, Managing Partner, Route 2 Capital Partners

12:40 PM ET Networking Luncheon
1:40 PM ET The Specs of SPACs: The Growth of Special Purpose Acquisition Companies

In the past year, Special Purpose Acquisition Companies (SPACs) have garnered significant interest and are increasingly viewed as a key player in the M&A stage. Given the economic stability of 2020, SPACs offer an attractive path of exit for companies, thus making 2021 an opportune time for acquisition. As such, what do dealmakers need to know before turning their attention to SPACs? This session will explore the sectors most likely to see a continued rise in SPACs and the advantages and disadvantages contained therein.

 

Moderator:
Keith M. Townsend, Partner, Corporate, Finance and Investments, King and Spalding LLP

 

Panelists:
Emily Maier, Partner, Senior Vice President, National Group Leader M&A Insurance, Woodruff Sawyer
David Panton, Managing Partner, Navigation Capital Partners

2:40 PM ET Break
2:55 PM ET Paved by Good Intentions: Dispute Pains and Resolutions in Dealmaking

Deal disputes can arise for any reason. And in an era of seismic economic shifts, the fertile deals ground is ripe for distress. Whether as a result of financial risk, deal pricing, or operational concerns, savvy dealmakers should keep abreast of all applicable solutions at their disposal.  Our expert faculty will explore potential trouble spots, including working capital issues, tax covenants, disputes under representations and warranties insurance, and more for today’s revitalizing albeit cautious deals environment.

 

Moderator:
Matthew Grosnack, Partner, Holland & Knight LLP

 

Panelists:
Don Bravaldo, President, Bravaldo Capital Advisors
Leann Collins, Partner, Southeast M&A Tax Services Leader, RSM US LLP

3:55 PM ET Closing
4:00 PM ET Networking Reception

Please join us on the rooftop patio at the offices of Nelson Mullins for drinks and canapes as we celebrate the return of our in-person event.

TWELVE Hotel, Atlantic Station

361 17th Street NW
Atlanta, GA
404.961.1212

Please be advised, Thomson Reuters has secured a small room block for this program at a negotiated rate of $249/night plus taxes.  Interested parties may call the hotel directly and request the “Thomson Reuters conference room rate” for the nights of Wednesday, October 6 and Thursday, October 7. The cutoff date for hotel room reservations is September 15, 2021. Inquiries after September 15 are subject to availability.

Please email us at tri@thomsonreuters.com with any questions.

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