San Francisco M&A Conference | May 11, 2017


9:00am - 9:10am
Registration & Coffee Service

9:10am - 9:15am
Opening Remarks: 
William Jefferson Black, Managing Director, Finance Information Group & Publisher of Transaction Advisors

9:15am - 10:00 am
M&A Strategy and Deal Trends: This session will consider M&A strategy framework that can be used to analyze and validate an investment thesis.  The discussion will also cover actions that cause deals to fail to close and then consider some of the most common reasons completed transactions fail to produce expected synergies.

David Solomon, Chief Executive Officer, Lazard Middle Market
Rebecca Doherty,  Partner, McKinsey & Company 
Jarl Berntzen, 
Head, Corporate Development, Dolby Laboratories, Inc. (NYSE: DLB)
Fred Graffam
SVP Finance & Corporate Development, DigitalGlobe (NYSE: DGI)   

10:15am - 11:00am
Transaction Forensics and Diligence: A look at key issues creating challenges in transactions: information governance issues and cyber risks; understanding diligence obligations and risks; structuring deal terms to address risks and breaches and avoid disputes; considerations relating to post-acquisition disputes.

Greg Wolski, Global Transaction Forensics Leader, EY  
Jamie Koumanakos, Partner, Blakes
Glen Day, Principal, Americas Information Governance Leader, EY

11:15am - 12:00pm

Innovations in Transaction Financing: The panel will explore innovations in M&A deal structures at various levels of the capital stack, unique characteristics of unitranche loans; how to consider and model creative financing structures; issues to consider in covenant structures; how to consider fairness opinions in the context of venture-backed and private equity backed capital raising and M&A transactions.

12:00pm - 1:00pm

Understanding Buyer Power: Negotiation Methods and Mistakes: This presentation and mock-negotiation will advance the understanding of market terms for merger, stock, and asset deals while considering variations in buyers' negotiation approaches and standing in a transaction.

Richard Climan, Partner, Weil, Gotshal & Manges

2:00pm - 2:45pm
Techniques for Shedding Transaction Liability:  This in-depth look at the innovative use of insurance in deal structuring will provide insights into the challenges both clients and underwriters will need to address in the deal structure and explain where the market draws the line on coverage and terms.

Craig SchioppoManaging Director, Marsh

3:00pm - 3:45pm
Navigating Regulatory and Antitrust Issues in M&A: This panel will discuss a range of current antitrust issues associated with the planning, execution, and integration of acquisitions including; Hart-Scott-Rodino Act compliance and reporting thresholds, competitor collaborations; determining what is permissible in the period between signing and closing to avoid ‘gun-jumping’, methods for securing regulatory approvals in different jurisdictions and with various agencies.

Jessica Delbaum, Partner, Shearman & Sterling

4:00pm - 4:45pm
Preparing the Board for a Transaction: This panel discussion will provide a briefing on the key fiduciary duties for public and private company directors; cover issues in deals where there is a contemporaneous IPO and acquisition process; look at methods for avoiding financial advisor conflicts; consider key steps for advancing from late-stage private funding to an IPO and then operating as a newly public company; applying the latest guidance from the SEC, and changes in M&A law including a discussion on shifting corporate governance obligations.

Jason Halper, Co-Chair, Global Litigation Group, Cadwalader, Wickersham & Taft  
Jennifer Muller, Managing Director, Houlihan Lokey

5:00pm - 7:00pm
Wine Reception: 
Featuring some of California's most unique wines from TR Elliott, a producer of small lots of Pinot Noir from the Russian River Valley, located in the heart of Sonoma County, California.
Hosted by Steven D. Torgeson, Managing Director, Global Corporate Trust & Escrow Services, U.S. Bank


This conference is designed for corporate executives at private capital-backed and closely held companies, private equity principals, venture capital investors, public-company corporate development officers, chief financial officers, general counsel, and board members / advisors with responsibility for M&A strategy and execution.  

Conference attendees may be eligible for CLE and CPE.


The "Registration + Subscription" package includes a pass for unlimited and free access to our series of M&A Conferences during the term of your subscription to Transaction Advisors, which includes the online, email, and print edition.

Planning to attend with your M&A team?  Please contact us to learn about our Group Registration Discounts.