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The 18th Annual Southeastern M&A/Private Equity Forum

Thursday October 27, 2022 | 8:00AM-4:00PM ET

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.

 

Public Health Guidance:
Thomson Reuters is committed to the health and well-being of all conference attendees and event partners. Out of an abundance of caution, we are requiring all guests to be fully vaccinated against COVID-19 at least two weeks prior to the program. Full vaccination is defined as two doses of the Moderna, Pfizer-BioNTech, or AstraZeneca vaccine or one dose of the Johnson & Johnson vaccine. We do not require booster vaccinations to participate.

 

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

Sign up today! 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 regional issues impacting corporate and M&A professionals throughout the Southeastern U.S.
  • Our faculty features esteemed industry professionals with unparalleled knowledge of navigating a dynamic deals environment
  • Participants can gain up to 6.0 CPE credits and up to 6.0 credits/50 minutes or 5.0 credits/60 minutes CLE accreditation 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
Matthew Grosack
Partner, Holland & Knight LLP
Michael E. Hollingsworth II
Partner, Nelson Mullins Riley & Scarborough LLP
Rahul Patel
Partner, King & Spalding LLP
L. Scott Askins
Kabbage General Counsel, Chief Compliance Officer and Secretary, American Express
Keith Barnett
Partner, Troutman Pepper
Andrew Belisle
Senior Vice President and Transactional Risk Specialist, McGriff Insurance Services, Inc.
Robin Bienfait
Founder, Atlanta Tech Park; CEO, Emmovate
Steve Brady
Partner, Withum
William Ching
Partner, Nelson Mullins Riley & Scarborough LLP
Elliott Chun
Partner, Architect Partners LLC
Jeremy Ellis
Managing Director, Genesis Capital
John Hyman
Partner, King & Spalding LLP
Daniel Kahan
Partner, King & Spalding LLP
Greg LaVerghetta
Vice President, Corporate Development and Real Estate, White Cap
Michael Lonergan
Managing Partner, Georgia Oak Partners
Emily Maier
Senior Vice President, National Group Leader M&A Insurance, Woodruff Sawyer
Aartie Manansingh
Managing Director, Willis Towers Watson
Austin Mills
Partner, Morris, Manning, & Martin, LLP
Marc Sherman
Managing Director, Alvarez & Marsal
Aaron Slavens
Partner, Holland & Knight LLP
Steve Tye
Managing Director, Croft & Bender LP
John UyHam
Senior Legal Counsel – Head of Mergers & Acquisitions and Strategic Transactions, The Coca-Cola Company
Michael Wakefield
Executive Vice President and Transactional Liability Practice Leader, CAC Specialty
Ben Wallace
Partner, Azalea Capital

More Information

Agenda

Venue

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Event agenda

(all times local)

Thursday October 27, 2022

8:00AM - 9:00AM Conference Registration & Continental Breakfast
9:00AM - 9:10AM Opening Remarks
9:10AM - 10:10AM The State of the M&A Market

In 2021, deal activity continued to surge for a second year in a row.  According to PwC, strong interest in technology, digital, and data-driven assets drove much of the rally, while sectors such as retail and telecoms saw lower transactional value.  With expectations for another dynamic year somewhat muted by a potential tide of rising taxes and inflation, what do dealmakers expect to fuel, or cool, M&A activity in the months ahead? Join our expert faculty as they address future M&A trends for the middle market while taking a retrospective view of the year in review.

 

Moderator:
Steven E. Brady, Partner, Withum 

 

Panelists:
Andrea Farley, Partner, Troutman Pepper Hamilton Sanders LLP
Michael E. Hollingsworth II, Partner, Nelson Mullins Riley & Scarborough LLP  
Emily Maier, Senior Vice President, National Group Leader – M&A Insurance, Woodruff Sawyer
Anirban SenEditor-in-Charge, U.S. M&AThomson Reuters
Aaron T. Slavens, Partner, Holland & Knight LLP

10:10AM - 10:25AM Break
10:25AM - 11:25AM Catching Fire: A Private Equity Roundtable

According to Refinitiv, by most accounts, 2021 was a strong year for private equity, thanks mainly to significant dry powder accrued early in the pandemic and attractive interest rates and opportunities in lucrative markets. Many expect private equity to remain aggressive in 2022, but high valuations and macro factors such as inflation, talent shortages, and supply chain stress bear watching. This roundtable solicits guidance from prominent PE firms on the overall appetite and risk environment for the middle market. Will transaction volumes wax or wane amid a dynamic business landscape?

 

Moderator:
John Hyman, Partner, King & Spalding LLP

 

Speakers:
Jeremy Ellis, Managing Director, Genesis Capital
Steve B. Tye
, Managing Director, Croft & Bender LP
Ben Wallace, Partner, Azalea Capital

11:25AM - 11:40AM Break
11:40AM - 12:40PM The Encroaching Wave: Exploring Legal and Regulatory Considerations for Cryptocurrency and Blockchain Deals

Few market development are as potentially transformative as the wave of crypto- and blockchain-related deals on the horizon.  Reaching new heights, activity in this arena surpassed $2.4 trillion in aggregate market value last year, with palpable momentum ahead. Despite growing calls for regulatory oversight and greater transparency, deals in this space continue to arise amid a potentially prickly patch of challenging legal considerations. This session explores some of the complexities of current and anticipated regulatory action within this dynamic space.

 

Moderator:
Austin B. Mills, Partner, Morris, Manning, & Martin, LLP

 

Panelists:
Keith J. Barnett, Partner, Troutman Pepper Hamilton Sanders LLP
Elliott Chun, Partner, Architect Partners LLC
Daniel R. Kahan, Partner, King & Spalding LLP

12:40PM - 1:40PM Networking Luncheon
1:40PM - 2:40PM Secrets of Success: Exploring Opportunities for Increased Value Creation

According to the Harvard Business Review, buyout performance has been on a steady decline for the past thirty years, thanks to a well-worn playbook of traditional and increasingly atavistic operational tools that contribute to diminishing returns. Imitation, so the adage goes, is the sincerest form of flattery. But in a highly competitive deals market and evolving risk climate, creativity and originality are essential for driving success. This conversation asks whether or not dealmakers should be looking at alternative growth creation opportunities like the creation of business ecosystems that link distinct services and products together, greater focus on responsible investment (ESG) to create new value, or additional opportunities to exploit competition though auctions?  Our faculty explore thought leading ideas in value creation in a hot, but crowded deals market.

 

Moderator:
William J. Ching, Partner, Nelson Mullins Riley & Scarborough LLP

 

Panelists:
L. Scott Askins, General Counsel, Kabbage, an American Express company
Robin Bienfait, Founder, Atlanta Tech Park; CEO, Emmovate
Greg LaVerghetta, Vice President, Corporate Development and Real Estate, White Cap
Michael Lonergan, Managing Partner, Georgia Oak Partners
John UyHam, Senior Legal Counsel – Head of Mergers & Acquisitions and Strategic Transactions, The Coca-Cola Company

2:40PM - 2:55PM Break
2:55PM - 3:55PM Assuredly So: Exploring Changes in Deal Insurance

Working within an aggressive market rife with new regulations, dealmakers must be attentive to both current and forthcoming risks at each step of the (protracted) deal process. As a risk mitigation solution, Representations and Warranties Insurance (RWI) has grown increasingly popular among dealmakers, prompting insurance underwriters to be far more selective of which deals they ultimately insure. For buyers and sellers, it is important to understand how coverage on tax liabilities, IP infringements, environmental hazards, and regulatory risks has changed over the past year as well as where contingent liability insurance may grow in this space. Join us as our veteran panel reviews ongoing changes and emerging trends, heading into 2023.

 

Moderator:
Matthew Grosack, Partner, Holland & Knight LLP

 

Panelists:
Andrew Belisle, Senior Vice President and Transactional Risk Specialist, McGriff     Insurance Services, Inc. 
Aartie Manansingh, Managing Director, Wilson Towers Watson
Marc Sherman, Managing Director, Alvarez & Marsal 
Michael Wakefield, Executive Vice President and Transactional Liability Practice Leader, CAC Specialty

3:55PM - 4:00PM Closing
4:00PM - 5:00PM Reception

We invite you to join us on the rooftop patio at the offices of Nelson Mullins for drinks and canapes.

TWELVE Hotel, Atlantic Station

361 17th Street NW
Atlanta, GA 30363
404.961.1212

Set in the heart of Midtown, TWELVE Hotel, Atlantic Station is a modern and elegant venue for our annual program.

Thomson Reuters has arranged a hotel room block at negotiated rates of $249 to $349 per night (plus taxes) over the dates of Wednesday, October 26 through Friday, October 28. Please click on the link below to secure your room.

Online Reservations

Please be advised, this special rate expires on Monday, October 3, 2022.

Rooms are subject to availability.

 

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