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The Inaugural West Coast M&A/Private Equity Forum

Momentum and Opportunity in the Middle Market

Thursday September 29, 2022 | 8:00 AM - 4:00 PM

The Inaugural West Coast M&A/Private Equity Forum is the premier gathering of mid-market deals professionals throughout the region. 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, professional education, and networking in Silicon Valley.

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

Save the date! Online registration coming soon.

Event Details

East Palo Alto, CA

$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 focuses on current developments impacting West Coast corporate and M&A professionals
  • Our esteemed faculty boasts unparalleled knowledge on how to navigate and thrive in a dynamic 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

More Information

Agenda

Venue

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Event agenda

(all times local)

Thursday September 29, 2022

8:00AM-9:00AM PT Networking Breakfast
8:55AM PT-9:00AM PT Opening Remarks
9:00AM-10:00AM PT Carpe Diem: The State of the US M&A Market

By all accounts, 2021 was an exceptional year for US M&A activity. Excess liquidity, attractive multiples and pricing, and even concerns over a possible tax code change motivated dealmakers and laid the foundation for ebullient optimism in 2022. Entering Year Two of the Biden administration, will persistent inflation and lingering pandemic concerns help or hinder last year’s momentum? Will anticipated Federal Reserve action, not to mention the upcoming US midterm elections, prove a distraction or deterrent to deal activity heading into Q4? Please join us as our opening conversation offers a timely take on the current state of the US M&A middle market. Our panel will address key sectors and opportunities and areas of interest for the weeks ahead.

10:00AM-10:15AM PT Break
10:15AM-11:15AM PT Civic Engineering: Aligning ESG Policy with Commercial Growth

With environmental, social and governance (ESG) awareness now a core business imperative, its impact on deal activity cannot be understated. Indeed, as a recent PwC report surmised, ESG considerations are now “table stakes” for buyers and sellers, with many organizations focused on execution strategies and portfolio recalibration whether through acquisition, divestiture, or enhanced due diligence and compliance. This discussion offers a tactical dive into best practices and key considerations for managing elevated ESG expectations. How can companies bolster their ESG profile with an eye on growth and profitability?

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

12:30PM-1:30PM PT Networking Luncheon
1:30PM-2:30PM PT Force Dispersal: New Developments in Deal Defense

With ongoing market volatility and important US midterm elections on the horizon, the deals environment, while rife with opportunity, is not without risk. Savvy dealmakers are prepared to handle a worst-case scenario—often relying upon increasingly popular representation and warranty insurance (“RWI”) as a key indemnification lever. This session offers essential updates on the latest RWI trends and developments. What lessons have recent deals taught us about liability and loss mitigation in the current climate?

2:30PM-2:45PM PT Break
2:45PM-3:45PM PT Shifting Sands: Market Transformation & the Future of SPACs

According to industry reports, 2021 saw Special Purpose Acquisition Companies (SPACs) gain significant traction among investors, with a record 613 listings raising $145 billion in an altogether impressive year. Indeed, despite a chill in the private investment in public equity (PIPE) market and several regulatory setbacks, early returns on SPAC performance fuel optimism for a similarly robust 2022—even if this largely nascent asset class must continue to adapt. This discussion examines the outlook of SPAC activity today. Will momentum persist despite looming legislative, legal, or market-wide storm clouds ahead?

3:45PM-4:00PM PT Break
4:00PM-5:00PM PT Impact Tremors: Assessing APAC Deals in the New Risk Environment

In light of recent geopolitical developments, how bullish are dealmakers on short- and long-term Asia-Pacific region M&A? Will palpable momentum in hot sectors such as medical devices, semiconductors, media, telecom, and fintech continue to surge or might an emergent risk environment prove a (temporary) deterrent? Please join an accomplished panel of industry experts for a lively exploration of inbound and outbound deal interest amid extraordinary regional disruption.

5:00PM-6:00PM PT Networking Reception

Please join us for cocktails and canapés as we wrap up the day’s discussions.

Four Seasons Hotel Silicon Valley at East Palo Alto

Four Seasons Hotel
Silicon Valley at East Palo Alto
2050 University Avenue
East Palo Alto, CA 94303

The Four Seasons Hotel Silicon Valley is an elegant and modern venue in East Palo Alto. Guests can experience Silicon Valley’s rich tech legacy, sports and music venues and discover local adventures blended with artful sophistication.

Interested parties make take advantage of our negotiated room block rate of $515/night plus taxes. We appreciate your patience as we await an online registration booking link.

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