The 12th Annual Southeastern M&A/Private Equity Forum

Event Details

Oct 05, 2016

8:00 AM - 5:00 PM

Atlanta, GA


The Thomson Reuters Legal Executive Institute is pleased to present the 12th Annual Southeastern M&A/Private Equity Forum in Atlanta, GA. The premier professional education and networking summit in the Southeast,  our forum continues to provide timely and essential content for corporate counsel, business development, and M&A professionals interested in mastering the art of the deal.

Why You Should Attend

The Southeastern M&A/Private Equity Forum provides timely and practical guidance on deal execution, strategic planning, response to hostile takeovers, and more. This conference is the only event to focus exclusively on the regional issues affecting entrepreneurs and M&A professionals throughout the U.S. Southeast. Top Reasons to Attend:
  • Learn from the experts: Attend this event and hear from key M&A authorities, including Ernst & Young, Houlihan Lokey, Nelson Mullins Riley & Scarborough LLP, King & Spalding LLP, Hill Ward Henderson, and more.
  • Network with successful entrepreneurs throughout the day and at our post-conference rooftop reception.
  • Stay ahead of the competition with essential takeaways on issues critical to the middle market.
  • Meet the Ernst & Young Southeast Entrepreneurs of the Year during our luncheon roundtable discussion.

Who Should Attend

Corporate Counsel Strategic Sellers Investment Bankers M&A Lawyers Business Entrepreneurs

Event Co-Chairs

David S. Felman

Hill Ward & Henderson

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Michael E. Hollingsworth II

Partner, Nelson Mullins Riley & Scarborough LLP

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Rahul Patel

Partner, King & Spalding

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Gregory E. Wolski

Partner, Ernst & Young LLP

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Event Keynote Speaker

Jeff Leach

Associate Director, Transaction Advisory Services, Ernst & Young LLP

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Event Details

Wednesday, Oct 05

8:00 AM
Continental Breakfast & Registration
8:55 AM
Opening Remarks
9:00 AM
The State of the M&A and Private Equity Market

This year’s Forum opens with a discussion on current trends and developments influencing deal activity and financing structures in 2016. Members of the panel will lead a conversation on the Southeast M&A landscape and specific sectors of growth and transition that are worth watching going forward.

David Ghegan, Partner, Troutman Sanders LLP

Mark Adkins, Partner, Blake, Cassels & Graydon LLP
Jeff Boykins, Partner, Transaction Advisory Services, Ernst & Young LLP
Kevin Jackson, Managing Director, Gridiron Capital
Rahul Patel, Partner, King & Spaulding LLP
Andrew Stull, Managing Director, Houlihan Lokey

10:00 AM
10:15 AM
View from the PE Funds

From the watchful regulatory eye of the SEC to an increased attention to data analytics in the industry, the issues and prospects for private equity investors seem to be constantly evolving. In this session, our panel of experts will discuss both opportunities and threats in private equity and what the future may hold for those who are invested in issues of portfolio valuation, deal terms, taxation, fundraising and more.

David S. Felman, Shareholder, Hill Ward & Henderson, PA

Jay Greyson, Partner, Supply Chain Equity Partners
William T. Hobbs II, Managing Partner, Carousel Capital
Mark A. Loeffler, Managing Director, VRA Partners, LLC
Charles Mills, Senior Director, Deal Sourcing and Business Development, H.I.G Capital

11:15 AM
11:30 AM
From Growing Pains to Growing Gains: Exploring Key Cases in Mid-Market Success

Although middle-market deal activity has slowed considerably since its resurgence in 2015, several opportunistic companies have made bold M&A decisions in an otherwise tepid deal environment. New growth strategies such as seamless alignment between infrastructure and business strategy, investment in new technologies, and providing customers with a personalized experience have given companies a second win and propelled them ahead of their peers. This session will explore the case of such companies and analyze how their growth strategies, which utilize unique approaches, continue to pay dividends in stagnant or declining markets.

Jeff Allred, Partner, Nelson Mullins Riley & Scarborough LLP

Benjamin S. Emmons, Managing Director, Source Capital LLC
Kathy Harris, Senior Vice President, Corporate Development, Sharecare, Inc.
Philip Krieger, Principal, TM Capital Corp.
Patrick Macken
, Senior Vice President, General Counsel, and Secretary, ARRIS Group, Inc.
John Spillman, Partner, Smith, Gambrell & Russell, LLP

12:30 PM
Keynote Luncheon: A Roundtable Interview with the EY Entrepreneur of the Year™ Southeast Awards Finalists

Ernst & Young, Thomson Reuters, and our conference co-chairs are pleased to welcome the finalists of the 2016 EY Entrepreneur of the Year™ Southeast Awards for a discussion on entrepreneurship, management, challenges and growth in the current business environment. Selected from nine discrete business categories, our honorees will share personal stories and exclusive guidance on their respective organizations.

Jeff Leach, Associate Director, Transaction Advisory Services, Ernst & Young LLP

Catherine Downey, Chief Executive Officer, CATMEDIA
Elizabeth Pharo, Chair, Board of Directors, Momentum Telecom
Hemen Vimadalal, Chief Executive Officer, Simeio Solutions

2:00 PM
Assessing Cyber(in)securities in M&A: From Data Analytics to Third Party Liabilities

This session continues last year’s conference conversation around the rising risk of cybercrime and the prodigious elevation of data privacy.  Given the capricious climate, understanding who you do deals with and how they do business is becoming an important focus in dealmaking.  Yet, while buyers are accustomed to examining the data policies of sellers, they may lack a similar focus towards the data security policies of third party vendors contracted to aid in M&A deals.  In this session, our panel will discuss the importance of understanding the data security policies of third party vendors as well as the benefits of using processes like data analytics to conduct comprehensive security assessments of these business partners. Participants are encouraged to share their own experiences and pose questions or concerns to the group.

Greg Wolski, Partner, Ernst & Young LLP

Todd McClelland, Partner, Jones Day
Austin Murphy, Director, Incident Response, CrowdStrike Services
Rachel Ratcliff, Vice President, Stroz Friedburg
Timothy P. Ryan, Principal, Ernst & Young, LLP

3:00 PM
Afternoon Break
3:15 PM
Mastering Post-Merger Integration – Strategic Planning

While it remains, undoubtedly, challenging work to see an M&A deal come to fruition, the heavy lifting doesn’t end when the ink dries.  Dealmakers also need to stretch their sights beyond the more-immediate deal horizon to consider a post-merger integration strategy.  This session will consider factors such as executive alignment, conjoining operational processes, post-merger budgetary resources, cross-pollinating cultures and talent retention as part of a practical blueprint on how to create solid synergies for post-merger integration success.

Scott Whitaker, President &CEO, Whitaker & Company, Inc.; Partner, Global PMI Partners

Jason Bloomfield, Annuities Division, PMO, Prudential
Catherine Dixon, Principal, ghSMART
John Lester, Director – Sales & Marketing, eknow Inc.

4:15 PM
Rooftop Reception

Join us for our rooftop reception at the offices of Nelson Mullins Riley & Scarborough LLP

Jeff Leach

Associate Director, Transaction Advisory Services, Ernst & Young LLP

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Mark R. T. Adkins

Partner, Blake, Cassels & Graydon LLP

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Gregory E. Wolski

Partner, Ernst & Young LLP

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Jason R. Bloomfield

Annuities Division PMO, Prudential

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David W. Ghegan

Partner, Troutman Sanders LLP

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Andrew J. Stull

Managing Director, Houlihan Lokey

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Twelve Hotel Atlantic Station

361 17th Street NW
Atlanta, GA 30363

Guest Rooms:
We have reserved a block of guest rooms at a rate of $199/night plus taxes. For guest room reservations, please visit the following link: Thomson Reuters or contact the hotel’s Reservation Department at 877-557-0615 and be sure to reference “Thomson Reuters” or “Southeastern M&A/Private Equity Forum”. The cut-off date for guest rooms at the group rate is Tuesday, September 27, 2016. Rooms are subject to availability. For assistance, please contact our Conference Planner, Meghan Landis, at or 201.912.3042.

On Site Valet Parking is Available:
$28 – Overnight (includes in & out privileges)
$10 – Daily Event Parking

Dress code:
Business casual.  We recommend dressing in layers as meeting room temperatures tend to fluctuate.

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