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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 for more details.

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.

Save the date! Online registration now available.

Event Details

East Palo Alto, CA

$595 USD

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

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

Chair(s) and Faculty

More Information





Event agenda

(all times local)

Thursday September 28, 2023

8:00AM-9:00AM PT Registration & Networking Breakfast
8:55AM-9:00AM PT Opening Remarks
9:00AM-10:00AM PT Promise & Possibility: The State of the M&A Market

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.

10:00AM-10:15AM PT Break
10:15AM-11:15AM 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 and firm general counsel managing risk—and leading enterprise change—in the current climate?

11:15AM-11:30AM PT Break
11:30AM-12:30PM 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.

12:30PM-1:30PM PT Networking Luncheon
1:30PM-2:30PM PT Indispensable Assets: Understanding Issues of Human Capital in a Deal

Effective due diligence should include an in-depth analysis of a company’s human capital. However, understanding how to create synergies between a seller’s existing HR policies and compensation plans and any predetermined, buyer mandated human capital requests can be complex, especially given the mercurial nature of employment and labor regulations today. This session explores how to address key issues and considerations in HR due diligence. Our faculty will explore areas such as salary structures, executive compensation, equity audits, and unwritten buyer practices throughout the deal process.

2:30PM-2:45PM PT Break
2:45PM-3:45PM PT Market Levies: New Regulatory Guidance for Mid-Market Deals

In the fall of 2021, the United States, along with 140 other nations belonging to the Organization for Economic Co-operation and Development (OECD), agreed to a two-pillared framework aimed at addressing tax challenges in the increasingly digitized global economy. These pillars, alongside tax changes within the Biden Administration’s Inflation Reduction Act, are expected to present significant changes for the middle market in the coming years.  Join our expert faculty as we discuss what impact the OECD’s solutions—in particular Pillar Two (which addresses the treatment of acquisitions), might have on contemporary financial modeling and deal structuring. How can dealmakers effectively navigate a dynamic regulatory landscape?

3:45PM-4:00PM PT Break
4:00PM-5:00PM PT Risky Business: Navigating Global Sanctions and ESG Risk in Middle Market Deals

Between unprecedented global sanctions and the continued ascent of ESG issues in deal making, the current deals landscape continues to offer several not insignificant challenges for the US middle market. For Western companies exiting Russia, understanding complex U.S. U.K. or EU regulations—on top of retaliatory Russian-imposed controls—can be a harrowing hill to climb. Similarly, with increased calls for transparency around corporate governance, supply chains, sustainability, and climate risk, the progress of even the most innocuous deal could legitimately be derailed. This presentation offers the latest guidance for buyers and sellers within regulated industries. How can corporate legal and deals professionals anticipate or avoid potential pitfalls in a rapidly evolving environment? What strategies can help mitigate risk throughout the deals process?

5:00PM-6:00PM PT Conclusion & 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

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

Rooms are subject to availability.

More Info