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To learn how your organization can participate in this conference, contact Jonathan McReynolds at jmcreynolds@thedeal.com or +1 212-224-3026.

With volatility and uncertainty jarring the public markets and high valuations dominating the private segment, what tactics and strategies can dealmakers employ to best structure transactions? The middle market continues to be ripe for deal activity as U.S. corporations and private equity firms look down market to deploy capital.

Join senior executives, influential dealmakers and investors for cocktails on the evening of April 30 followed by, on May 1, a day of networking and discussion about the outlook for transactions in the middle market.

ABOUT THIS CONFERENCE

CONTACT

Sponsorship:

Jonathan McReynolds

P: 212-224-3026

Registration/Press:

Nicole Harris

P: 212-224-3040

Speakers:

Eric Salvarezza

P: 631-664-1311

W Dallas Victory
2440 Victory Park Lane, Dallas, TX 75219  

LOCATION

REGISTER

  • Fund Managers
  • Institutional Investors
  • C-Level Executives and Board Members
  • Private Equity Firms
  • Corporate Development & Strategy Executives
  • Investment Bankers
  • Corporate Advisory Firms
  • M&A Professionals

The Deal Economy conference attracted senior executives and dealmakers from a variety of sectors. Attendees departed with smart strategies, actionable tactics and connections to the people who are shaping the future of dealmaking in the middle market.

Who attends:

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AGENDA TOPICS

The State of the Market: Examining M&A in the U.S.

As political uncertainty, changing regulation and unstable markets have weighed on much of the large cap dealmaking in the U.S., where are dealmakers going to find deals? The middle market continues to be a vibrant area, as U.S. companies, still eager for growth look down market to spend capital. Meanwhile, PE firms, once known for large LBOs and club deals, make growth equity deals and hire specialists in venture capital and entrepreneurship. The popularity has pushed valuations in the middle market to all-time highs. How do dealmakers navigate this landscape and find good deals without overpaying?


Moderator: Jeff Rabaut, Principal, Churchill Asset Management
Panelist: Monika Brown, Senior Vice President, Mergers & Acquisitions, McKesson Corporation
Panelist: Todd Dauphinais, Founding Principal and Managing Partner, Clavis Capital Partner
Panelist: Drew Flanigan, Principal, Riverside Company
Panelist: Ned Fleming, Founder & Managing Partner, SunTx Capital Partners

Not Your Parents’ PE: How Private Equity Is Investing in the Future

With private equity still sitting on record piles of cash, investors are seeking the next big investment boom. From healthcare to technology to financial services to organic foods, private equity continues to be a big player in the growth of new and developing industries. What is the outlook for PE going forward? What are the hottest sectors for investment, and what has fallen out of favor? This panel will provide a unique analysis of the different sectors and markets that are attracting private equity investment, and what is driving those trends.


Moderator: Thomas Yang, Partner, Akin Gump

Panelist: Brendan Achariyakosol, Director, Private Equity, Ardenton Capital
Panelist: Mike Hollander, Principal, GTCR

Panelist: Jeremy Lynch, Partner, Trilantic Capital Partners 
Panelist: Heather Madland, Principal, Business Development, Huron Capital

Innovation Through M&A

The days of big R&D budgets are all but lost, but companies continue to innovate, often times through dealmaking. How are corporates using deals to shape their businesses and position themselves for the future? Corporate dealmakers and advisers discuss innovation through dealmaking and how to balance this with shareholder returns and long-term growth.

Moderator: Tom Harris, Partner, Haynes and Boone
Panelist: Jennifer Brown, Assistant General Counsel, Corporate, Farmer Brothers

Panelist: Dawud Crooms, Senior Counsel, 7-Eleven, Inc.
Panelist:  Matt Miller, Vice President, Analytics Production Group, Seal Software
Panelist: Patrick N.W. Turner, Managing Director, VSS

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SPEAKERS

Mike Hollander
GTCR

Ned Fleming
SunTx Capital Partners

Conner Searcy
Trive Capital

Co-Host

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Registration, Networking & Breakfast

8:30am – 9:00am

9:00am – 9:05am

Opening Remarks

9:05am – 9:55am

9:55am – 10:45am

Networking Break

10:45am – 11:05am

11:05am – 11:55am

Using Technology to Gain a Competitive Advantage in M&A

We've all heard about technology disrupting the status quo through innovation and AI, but has it changed how organizations are doing M&A? Big data and the force of analytics are driving competitive advantage for buyers and sellers and even excel may no longer be a staple in analysis. This panel will discuss what the future of transactions will look like and what do boards and decision makers need to understand to navigate these new capabilities through innovation.

Panelist:  Nichole Jordan, National Managing Partner, Markets, Clients & Industry, Grant Thornton
Panelist:  Jim Peko, National Managing Principal, Transaction Services, Grant Thornton

11:55am – 12:35pm

Networking Luncheon

12:35pm – 1:35pm

Closing Remarks

2:25pm – 2:55pm

1:35pm – 2:25pm

Capital Raising: Growing American Companies

Early-stage companies are exciting but propose their own sets of challenges when it comes to dealmaking. Inconsistent and unsophisticated systems often underlie some of the most promising businesses, but what happens when these companies seek capital, or are ready to sell? This panel will examine the ins and outs of raising money, acquiring and selling early-stage companies.

Moderator: Steve Gelsi, Senior Reporter, The Deal
Panelist: Elyse Stoltz Dickerson, CEO & Founder, Eosera, Inc.

Panelist: Nick Schanbaum, General Counsel & Chief of Staff, Parkhub
Panelist: Chris Sugden, Managing Partner, Edison Partners
Panelist: Tim Wegener, Co-Founder and Partner, Caruth Capital Partners

3:45pm – 3:50pm

3:50pm – 4:50pm

Join us for networking and refreshments at the conclusion of the conference

Tom Harris
Haynes and Boone

Thomas Yang
Akin Gump

Drew Flanigan
Riverside Company 

Jason Pizza
Grant Thornton

Chris Sugden
Edison Partners

Maureen Kelly Cooper
Cushman & Wakefield

Nichole Jordan
Grant Thorton

Dawud Crooms
7 Eleven, Inc.

Elyse Stoltz Dickerson
Eosera, Inc.

Tim Wegener
Caruth Capital Partners

Brendan Achariyakosol
Ardenton Capital

Heather Madland
Huron Capital

6:00pm – 8:00pm

Opening Reception

Tues., April 30, 2019

Wed., May 1, 2019

Todd Dauphinais
Clavis Capital Partners

Jennifer Brown
Farmer Brothers

Jim Peko
Grant Thornton

Achieving Growth Through Carve-outs and Divestitures

Addition by subtraction is true, too, in corporate America, especially today as the age of the American conglomerate comes to an end. With investors – both retail and activists alike -- hungry for pure-plays and dealmaking still strong, corporates are honing their portfolios through divestitures. How do you know when a unit is noncore and when it’s time to sell? How do you navigate a sale of part of your business and refocus around another asset? How do you determine if there is value in the company’s real estate that can be captured? For buyers, how do you know it’s a good time to double down on acreage someone else deems noncore?


Moderator: Mark Habner, CEO and Co-Founder, BeckWay Group
Panelist: Maureen Kelly Cooper, Executive Director, Corporate Capital Markets, Cushman & Wakefield
Panelist: Conner Searcy, Managing Partner, Trive Capital

Panelist: Jason Pizza, Managing Director, Strategic Solutions, Grant Thornton

Nick Schanbaum
ParkHub

SUPPORTING ORGANIZATIONS

Mark Habner
BeckWay Group

Jeff Rabaut
Churchill Asset Management

Patrick N.W. Turner
VSS

Monika Brown
McKesson Corporation

Spotlight Session: Activism A to Z:  From Preparedness to the Aftermath

Interviewer: David Marcus, Senior Reporter, The Deal
Speaker: Beth Berg, Partner, Sidley

2:55pm – 3:45pm

Jeremy Lynch
Trilantic Capital Partners

Beth Berg
Sidley

Matt Miller
Seal Software

View PDF of Agenda