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The 20th Annual Southeastern M&A/Private Equity Forum

Strategy and Execution in a Shifting Market

Thursday September 26, 2024 | 9:00AM-5:30PM 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 industry-leading educational content and professional networking in the heart of Atlanta. Stay connected by following #TRISEMA24 for all the latest news and updates leading up to and during our premier event.

Registration is now available!

Event Details

Atlanta, GA

$625 USD (hotel rooms not included)

For questions about this event, please call 1-800-308-1700, extension 1 or email us at

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 US
  • Our faculty features esteemed industry professionals with unparalleled knowledge of a dynamic deals environment
  • Participants can network with key buyers, sellers, and powerbrokers 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

Chair(s) and Faculty

Chair(s) Faculty
Andrea Farley
Partner, Troutman Pepper
Michael E. Hollingsworth II
Partner, Nelson Mullins Riley & Scarborough LLP
Ian Wyatt
SVP, Director of Economics and Commercial Market Strategist, Huntington National Bank
James West
Senior Managing Director, Equities, Evercore ISI
Alec Watson
Partner, Troutman Pepper Hamilton Sanders LLP
Patrick Shea
Partner, McCarthy Tétrault LLP
David Panton
Managing Director, Navigation Capital Partners
Aartie Manansingh
Head of Transactional Insurance Solutions Transaction Risk Advisory & Solutions, Willis Towers Watson
Emily Maier
Senior Vice President, Head of Transactional Insurance, Woodruff Sawyer
Sophia Lee
Chief Legal Officer and Chief Sustainability Officer, Altus Power
Alison Krieser
Partner, Katten Muchin Rosenman LLP
Rohan Kotian
Managing Director, Crosslake
Melissa Koch
Chair, Technology Transactions Group, Partner, Akerman LLP
Edward Keck, Jr.
Partner, Cybersecurity Practice Leader, Withum
Chris Hastings
Head of Equity Capital Markets, Capstone Partners
Daniel Garrie
Co-Founder, Law & Forensics LLC
Katelyn Fredericks
Partner, Nelson Mullins Riley & Scarborough LLP
Lou Brothers
Principal, Transaction Advisory, RSM US LLP
Andrew Belisle
Senior Vice President and Transactional Risk Specialist, McGriff
Brad Batten
Managing Partner, Broadtree Partners
L. Scott Askins
Kabbage General Counsel, Chief Compliance Officer and Secretary, American Express

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Event agenda

(all times local)

Thursday September 26, 2024

8:00AM-9:00AM ET Conference Registration & Continental Breakfast
9:00AM-9:25AM ET Opening Remarks – A Retrospective of 20 Years

Looking back can often offer insights into the future. In this opening session, we welcome our distinguished co-chairs to reflect back on their own experiences in M&A, imparting valued lessons from their tenure in dealmaking.


Andrea Farley, Partner, Troutman Pepper Hamilton Sanders LLP
Michael E. Hollingsworth II, Partner, Nelson Mullins Riley & Scarborough LLP

9:25AM-10:40AM ET Pole Position: The State of the M&A Market and 2025 Forecast

As 2024 turned the corner, all signs pointed towards ‘onward and upward’ M&A momentum, moving activity out of the bear market of 2023. Optimists cheered decelerated inflation and reduced interest rates as evidence of an enhanced fiscal picture, but an improved financial market often makes financing more expensive to secure. Now, with feet planted firmly in the year, where does deal activity stand and what changes in deal volume and sector sweet spots are dealmakers seeing this year? Join us for our annual discussion of the current M&A landscape and forecast for the year ahead.


Emily Maier, Senior Vice President, National Group Leader – M&A Insurance, Woodruff Sawyer


David Panton, Managing Partner, Navigation Capital Partners
Michael E. Hollingsworth II, Partner, Nelson Mullins Riley & Scarborough LLP
Ian Wyatt, Director of Economics and Commercial Market Strategist, SVP, The Huntington National Bank

10:40AM-10:55AM ET Networking Break
10:55AM-12:10PM ET Shifting Strategies: Perspectives on Private Equity in the Middle Market

As robust valuations remain on record, private equity has been experiencing an increase of take-privates, add-on acquisitions and carve-out deals. Given both a squeezed and savvy market, PE firms are adding new attention on operational efficiencies and value creating processes aimed at driving profitability, as well as focusing on AI-enabled strategies to assist in identifying sound investment targets. How will these strategies inform PE activity in the year ahead? Do dealmakers expect valuations to remain high or will the market shift soon to allow for more buyout opportunities? This session will explore these and other critical questions for private equity in the current market.


Patrick Shea, Partner, McCarthy Tétrault


Aartie Manansingh, Managing Director, Willis Towers Watson
Chris Hastings, Head of Equity Capital Markets, Capstone Partners
Katelyn Fredericks, Partner, Nelson Mullins Riley & Scarborough LLP
Brad Batten, Managing Partner, Broadtree Partners

Alec Watson, Partner, Troutman Pepper Hamilton Sanders LLP

12:10PM-1:10PM ET Networking Luncheon
1:10PM-2:10PM ET Nefarious Actors: Cybersecurity Considerations in Due Diligence

With the wide-spread use of artificial intelligence, nefarious actors now have more powerful tools at their command. Given that the health of a company’s cybersecurity posture is key to its valuation, what new considerations should dealmakers keep in mind as they undergo thorough cybersecurity due diligence of their potential targets? Where are the common vulnerabilities and how should one evaluate the history of incidents against the present-day cyber policies of the acquisition? How should dealmakers respond to the unforeseen issues beyond diligence? Join us for a session that explores the evolving nature and ever-present issues of cybersecurity in dealmaking.


Daniel Garrie, Co-Founder, Law & Forensics, LLC


Melissa Koch, Chair, Technology Transactions Group, Partner, Akerman LLP
Lou Brothers, Principal, Transaction Advisory, RSM US LLP
Rohan Kotian, Managing Director, Crosslake

Edward Keck, Jr., Partner, Cybersecurity Practice Leader, Withum

2:10PM-2:25PM ET Networking Break
2:25PM-3:25PM ET Fires on the Horizon: Deal Risk and Response in Private Equity

There is a growing thread of public unease around private equity’s role in the economy. A burgeoning number of lawsuits have been brought forward, surveying PE’s role in alleged negligence of the products and services offered through their portfolio companies. Though not subject to the same requirements as banks, some are calling for sweeping regulatory changes for private equity. Are courts of public opinion enough to sway new action of regulators or within the courts themselves? If so, what can private equity do to insulate themselves from deal risk should it arise within a firm’s portfolio?



Andrew Belisle, Senior Vice President, Mergers & Acquisitions, McGriff



Alison Yuko Krieser, Partner, Katten Muchin Rosenman LLP

3:25PM-3:40PM ET Networking Break
3:40PM-4:25PM ET Breaking Ground: Exploring Deal Opportunities and Threats of Disrupted Industries

Porter’s Five Forces model notes that industries can experience large shifts in competitive market share from both the threat of new entrants and from substitute products/services. Staying ahead of potential shifts can yield big returns for dealmakers. With new substitutes (i.e. clean energy), and new entrants (i.e. AI-driven services), making waves in the market, what should dealmakers be doing to take advantage of growing disruptors in the market or adversely, protecting their current holdings from risk? What other sectors do deal futurists expect to see market interrupters emerge in? Join us as our faculty explore opportunities and threats in dealmaking within the disruptive edges of industry.



James West, Senior Managing Director, Equities, Evercore ISI

L. Scott Askins, Independent Director, Coastal States Bank

Sophia Lee, Chief Legal Officer and Chief Sustainability Officer, Altus Power 

4:25PM-4:30PM ET Closing Remarks
4:30PM-5:30PM ET Networking Reception

Hotel Indigo Atlanta Downtown

230 Peachtree Street NW,
Atlanta, GA 30303

Please note the DOWNTOWN location.

To book accommodations, call 1-877-846-3446 and refer to the Thomson Reuters 20th Annual Southeast M&A/Private Equity Forum Block.

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