The Deal Economy: Powered by IMN
New York, NY
June 2, 2022

Description

The M&A environment continues to be incredibly robust and the forecast amongst corporate executives, investors and advisors remains optimistic for sustained deal flow through 2022.  The Deal Economy: Predictions and Perspectives, powered by IMN, returns to New York City on June 2nd. 

As boards of directors and management teams look for unique opportunities in this competitive landscape, there will be dynamic changes to the regulatory landscape as well as an even greater focus on ESG metrics in the evaluation of M&A transactions.  Profitable strategic buyers have cash stockpiles and are pursuing both vertical and horizonal acquisition opportunities.  Private equity continues to have dry powder to deploy, especially in hot sectors such as tech, healthcare, industrials or companies with strong ESG stories.  There are estimates that private equity deals account for almost 40% of all M&A activity. 

How are supply chain, inflation and labor shortages impacting the ability to value and close deals?  How will the SPAC market evolve as successful players rise to the top? What type of deal structures and financing options are favorable in the current market conditions? Will we see the return of the mega-deal?

Join us in New York City this June to delve further into these discussion points and once again reconnect with the industry in-person.

 

Who Should Attend
  • Corporate Development Executives
  • C-Level Management and Board Members
  • Private Equity Investors
  • Corporate Advisory Firms
  • Attorneys
  • Institutional Investors
  • Insurance Firms
  • Investment Banks

Conference Highlights

Networking

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My Agenda

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Agenda

    Thursday, June 2nd, 2022

      8:00 AM
      Registration & Breakfast

      • Courtesy Of:                                

      8:30 AM
      Opening Remarks



      8:35 AM
      The State of the Market: The Boom Continues

        • How long can the M&A boom continue?
        • What sectors should opportunistic dealmakers have on their radar?
        • Predictions on valuations and interest rates
        • We’re not in a “post-Covid” world yet:  What headwinds may the market see for the remainder of 2022?
        • Using digitally enabled, virtual, and hybrid management strategies to enhance the M&A process
        • What type of insurance and risk mitigation strategies are being established to protect all parties in the deal?
        • Will cross-border M&A increase as the pandemic eases around the globe?
        • Will we see the return of the mega-deal?
        • What role will M&A play in the overall global economic recovery?


        • Kimberly Smith, Partner and Global Chair, Corporate Department (Katten Muchin Rosenman LLP)
        • Julia Papastavridis, Managing Director (AON INVESTMENT CONSULTING)
        • Kimberly Petillo-Decossard, Partner, Co-Chair, M&A and Corporate Advisory (Cahill Gordon & Reindel LLP)
        • Chenkay Li, Managing Director, Direct Equity Investments (Hamilton Lane)
        • Jelena Guzenko, Vice President, Strategy and Business Development, Power Systems (Schneider Electric)

      9:20 AM
      Private Equity: Adapting to an Increasingly Competitive Environment

        • How have PE firms adapted to a market where increased competition, speed, certainty, and sky-high valuations are the new normal
        • How are private equity investors using partnerships, co-investing and structured equity investments to remain flexible and creative?
        • Strategy Trends: Using longer-term flexibility, buy-and-build, earnouts, and “no indemnity” deals
        • Exploring the pressure points that are moving forward, or holding back the industry as a whole
        • How have investor expectations changed? Are LP concerns around ESG shaping investment strategies?
        • Are LP’s investment decisions impacted by the PE firms own internal ESG initiatives?
        • Will PE look for opportunities in public-to-private transactions?
        • Representations and warranty insurance and limited indemnification provisions


        • Brad Vaiana, Partner (Winston & Strawn)
        • Matthew Wiener, Managing Director, Transaction Services (Aon)
        • Jennifer Lee, Partner (Edison Partners)
        • Vivianne Akriche, Managing Director (Eurazeo)
        • David Kravitz, Partner (Katten Muchin Rosenman LLP)

      10:05 AM
      Networking Break

      • Coutesy Of:

                                

      10:35 AM
      SPACs: Will the Boom Fizzle in a More Challenging Environment?

        • In an evolving regulatory, financial, and legal landscape will SPACs continue to show resilience?
        • Investors shift focus to the quality, path and valuation of the target company, along with the credibility of the SPAC
        • How are seasoned SPAC sponsors getting more creative with deal structures?
        • Will de-SPAC deals continue to fuel the M&A market?
        • How PIPE investors becoming more selective and focusing on quality and diligence impacted the market


        • Jason Osborn, Partner (Winston & Strawn)
        • George Kaufman, Partner, Head of Investment Banking (Chardan)
        • Marc Van Tricht, Managing Director (EarlyBirdCapital)
        • David Dobkin, Chief Financial Officer (LifeSci Acquisition Corp.)
        • Eklavya Saraf, Global Head of SPACs Managing Director, New Listings and Capital Markets (Nasdaq)

      11:20 AM
      Attracting and Retaining More Women in M&A

        • How can the M&A industry attract more women leaders? 
        • Best practices for mentoring and talent search
        • Developing plans that encourage opportunities for growth
        • Managing issues with return to the office vs. work from home scenarios
        • Understanding the concrete reasons as to why it’s more important than ever to be a diverse and inclusive organization


        • Cheryl Chan, Partner (Davis Polk)
        • Tania Moyron, Partner (Dentons US LLP)
        • Gina Sandon, Director, Global Mergers & Acquisitions Synergy (IBM)
        • Jessica Wood, Partner, M&A and Shareholder Activism & Corporate Defense Practice (Sidley Austin)

      11:50 AM
      The Current State of Shareholder Activism

        • Are shareholder activists targeting companies over announced deals they don’t like?
        • Will we continue to see campaigns with strong ESG and M&A themes?
        • With the explosion of new IPO and de-SPAC mergers, do shareholder activists have a new pool of targets?
        • Does new SEC guidance that rescinded restrictions the Trump administration imposed on shareholder resolutions embolden shareholder activists?
        • How is the M&A market being influenced by shareholder activism and vice versa?
        • How the universal proxy card will change the game


        • Ron Orol, Senior Editor (The Deal)
        • Jonathan Duskin, CEO & Portfolio Manager (Macellum Capital Management)
        • Patrick McHugh, Senior Managing Director (Okapi Partners LLC)
        • Kai Haakon Liekefett, Partner and Co-Chair, Shareholder Activism & Corporate Defense Practice (Sidley Austin)
        • Travis Cocke, CIO (Voss Capital)

      12:35 PM
      Networking Luncheon

      • Courtesy Of:

                                 

      1:35 PM
      Corporate Dealmakers: How are Companies Transforming Themselves Through Creative Deals?

        • Offense vs. Defense:  What is driving today’s M&A strategy?
        • How companies are using M&A to add scale, capabilities and access new markets
        • Exploring competitive and favorable financing strategies
        • For companies with a high stock price and piles of cash, it’s easier to buy than to build
        • The necessity of digital transformation through technology acquisitions
        • Using divestitures and spin-offs to maximize shareholder value
        • How has competition from private equity buyers changed the corporate strategy?
        • What ongoing challenges will dealmakers face in the near term?


        • Paul Humphreys, Partner (Freshfields Bruckhaus Deringer LLP)
        • Carlos Niezen, Managing Director Strategy, Mergers & Acquisitions (Accenture)
        • Gina Sandon, Director, Global Mergers & Acquisitions Synergy (IBM)
        • Brian Schuman, Principal, Strategic Investments (PepsiCo)
        • Jed Brody, Senior Managing Director, Healthcare Merger & Acquisitions (SVB Leerink)
        • Thomas Le, VP Corporate Development (Ziff Davis)

      2:20 PM
      Navigating Challenges Around Supply Chain, Labor Shortages, Inflation and the “Great Resignation”

        • What creative ways are companies implementing to deal with these challenges?
        • What can companies do when courts are ruling in favor of suppliers and not enforcing purchaser contracts?
        • Is vertical integration a long-term solution?
        • How have Covid stimulus plans impacted the market?
        • How has the pandemic and changes in how and where people work impacted M&A?
        • How do you maintain the value of a deal that was executed when a significant part of the deal was based around people?
        • Predictions around inflation and the effect on deal activity


        • Kyle Rachel Fox, Founding Partner (KRF Capital)
        • Doug Barnard, Senior Vice President, General Counsel and Secretary (CF Industries)
        • Michael Hyun, Vice President - Procurement and Deputy General Counsel (PSEG)
        • Steven Diel, Vice President, Corporate Development (Universal Corporation)

      3:05 PM
      Networking Break

      • Coutesy Of:

                                

      3:20 PM
      Exploring Healthcare Deals in 2022: Will the Opportunities Continue?

        • How telemedicine, virtual care and remote patient monitoring have disrupted the market and created new strategic opportunities for dealmakers
        • What are the likely near-term and longer-term drivers behind healthcare M&A and strategic partnership transactions?
        • Exploring expectations for healthcare valuations
        • What new disruptive technologies are on the horizon?
        • Navigating regulatory scrutiny in healthcare and pharma deals


        • Gregory Schernecke, Partner (Dechert)
        • Ravi Chanmugam, Senior Managing Director – M&A (Accenture Strategy)
        • Samuel Maizel, Chair, Distressed Health Care (Dentons)
        • Donald Sohn, Associate Director, M&A (Lonza)
        • Barry Blake, Global Co-Head of Investment Banking and Global Co-Head of Healthcare Investment Banking (SVB Leerink)
        • Daniel Sollof, Partner (Vesey Street Capital Partners)

      4:05 PM
      Following the Path to ESG Success

        • The importance of establishing corporate ESG values at the top
        • Setting strategic goals for diversity, equity and inclusion, executing on the goals and properly incentivizing management to ensure success
        • Tracking ESG initiatives as key performance indicators and reporting ESG achievements 
        • Understanding the metrics used to evaluate your ESG score
        • Staying ahead of ESG regulatory changes
        • Incorporating ESG data into the underwriting process
        • Methods to advance diverse thought in the deal life cycle
        • Have investors been slow to incorporate environmental risks into underwriting?
        • Demographic shift: The role of millennials in ESG and the future of dealmaking


        • Elizabeth Bieber, Counsel & Head of Shareholder Engagement and Activism Defense (Freshfields Bruckhaus Deringer LLP)
        • Taea Calcut, Sustainability Director (Ardian)
        • Rick Sinkfield, Chief Legal Officer, Chief Ethics & Compliance Officer (Laureate Education, Inc.)
        • Jerry Howe Jr, EVP & General Counsel (LEIDOS HOLDINGS INC)
        • Marie-Louise Wiegert, ESG Senior Associate (Wafra)

      4:50 PM
      When Will Historic High Valuations Come Back to Earth?

        • The impact of inflation on interest rates and increases in debt pricing on leverage multiples and valuations
        • Is this sustainable?  Will prices being paid now make sense over time?
        • Will volatility in financial markets and macroeconomic headwinds tame valuations?
        • How historic high valuations are putting pressure on deals to realize value
        • What technology-driven tools help remove friction from the valuation process?
        • How are SPACs impacting valuations?
        • Will stricter FTC regulations and deal terminations slow deal appetite?


        • Gabrielle Corrent, Corporate Vice President - Strategy, Corporate Development (M&A) (CF Industries)
        • Paul Kang, President & CIO (Alta Capital Group)
        • Matthew Unterlack, Senior Vice President, M&A and Transaction Solutions (Aon)
        • Adam Birnbaum, Executive Director (GP Bullhound)
        • Andrew Dunn, Managing Director (One Equity Partners)

      5:35 PM
      Cocktail Reception



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Contact Us

Venue

  • Conference Venue
  • The Union League Club


    38 East 37 Street
    New York, NY, 10016
    USA
  • Suggested Hotel
  • Grand Hyatt New York


    Park Avenue at Grand Central Station
    New York, NY, 10017
    USA

    Additional Info: Please note that IMN does not have a contracted room block at this hotel and cannot guarantee rate or availability.
  • Suggested Hotel
  • The Kitano New York


    66 Park Avenue, East 38th Street
    New York, NY, 10016
    USA

    Additional Info: Please note that IMN does not have a contracted room block at this hotel and cannot guarantee rate or availability.
  • Suggested Hotel
  • Hotel Giraffe


    365 Park Avenue South
    New York, NY, 10016
    USA

    Additional Info: Please note that IMN does not have a contracted room block at this hotel and cannot guarantee rate or availability.
  • Suggested Hotel
  • Pestana


    23 East 39th Street
    New York, NY, 10016
    USA

Speakers


1120 Avenue of the Americas, 6th Floor, New York, NY 10036
Tel: +1(212)901-0506 Fax: +1(212)768-2484
Email: mail@imn.org


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