The 13th Annual Southeastern M&A/Private Equity Forum

Event Details

Oct 12, 2017

8AM - 4:00PM

Atlanta, GA

$595 USD

The Thomson Reuters Legal Executive Institute is pleased to present the 13th 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 the art of the deal.

Register today! Online registration now available.

For further information about our hotel room block, please click here.


Special Offers

Group discounts available. Call call 1-800-308-1700 for details.

Why You Should Attend

  • This conference is the only event to focus exclusively on the regional issues affecting entrepreneurs and M&A professionals throughout the U.S. Southeast.
  • Our faculty features esteemed industry professionals from key institutions, 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
  • Transactional Lawyers
  • M&A Advisors
  • Business Entrepreneurs
  • Event Co-Chairs

    David S. Felman

    Hill Ward & Henderson

    View Faculty Page
    Michael E. Hollingsworth II

    Partner, Nelson Mullins Riley & Scarborough LLP

    View Faculty Page
    Rahul Patel

    Partner, King & Spalding

    View Faculty Page
    Gregory E. Wolski

    Partner, Ernst & Young LLP

    View Faculty Page

    Event Details

    Thursday, Oct 12

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

    This year’s Forum opens with our hallmark session on current trends and developments influencing deal activity and financing structures in 2017. Panelists will discuss the current Southeast M&A landscape, touching upon specific sectors of growth and transition that should be considered.

    Rahul Patel
    , Partner, King & Spalding LLP

    Mark Adkins, Managing Partner, McCarthy Tetrault LLP
    Gregory Roumeliotis, Editor, Deals, Reuters
    Andrew Stull, Managing Director, Houlihan Lokey
    Tomer Yosef-Or, Partner, ABRY Partners
    James C. Woolery, Partner, Head of M&A and Corporate Governance, King & Spalding LLP

    10:00 AM
    10:15 AM
    The A to Z of Current M&A Trends: Buyers, Sellers and Everything In Between

    This session builds off of our staple State of M&A session, but takes a deeper dive into understanding current M&A trends in key deal terms from both a financial and legal standpoint.  This session gauges what key points are prominent for buyers and sellers. It also explores the differentiation between strategic and financial buyers, offering discussion around their typical investment habits, transactional pace and how they evaluate potential investments. Our panelists will also discuss the latest in key issues with Representation and Warranties Insurance (RWI).

    Andrea Farley, Chair, Corporate Department, Troutman Sanders

    James S. Grien, President and CEO, TM Capital
    Sean M. Kelley, Principal and Director of Business Development, Gridiron Capital
    Matthew Wiener, Senior Vice President, AON

    11:15 AM
    11:30 AM
    Let’s Make a Deal: Approaching the New Selling Environment

    With a turn in the market, 2017 is proving to be a true seller’s environment.  So what is driving the current appetite to sell? What are some of the top concerns to sellers? What are they looking for in a buyer?  Our panel of experts will explore these and other key questions as they assess how long the current seller’s environment may last.

    Julie Sebastian, Partner, Smith, Gambrell & Russell, LLP

    Frank H. “Bo” Briggs, III, Managing Director, Croft & Bender LP
    Jeremy A. Ellis, Managing Director, Genesis Capital, LLC
    John Goldasich, Director, Arlington Capital Advisors
    Amanda Norcross, Partner, Nelson Mullins Riley & Scarborough 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 2017 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.

    Brad F. Duncan, Principal, Ernst & Young LLP

    Sidd Ahmed, President and Founder, VDart Inc.
    Scott Pressly, Chairman and Chief Strategic Officer, Tropical Smoothie King
    Asif Ramji, President & Chief Executive Officer, Paymetric, A Vantiv Company
    Barrett Ward, Founder and CEO, FASHIONABLE


    1:45 PM
    2:00 PM
    Venture Capital’s Catapult Back into the Eco-Landscape

    Over the last few quarters, venture capital investments moved from robust in 2015 to bust, with the bottom dropping out to the tune of approximately $12 billion in 2016’s first quarter.  Yet with no shortage of cash on hand, those interested in venture capital’s next big opportunities remain optimistic. Indeed, with a pro-economic political environment, the prospect of trimmed red taxation tape, the upsurge of M&A deals due to the infusion of big data, and a need to relieve the sense of malaise in early-investing, this may be venture capital’s time to shine.  Our panel will discuss the current state of venture capital, what changes in our eco/political culture may mean for VC, and what one may expect coming down the road in the near future.

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

    Andrew Cohen, Vice President of Strategic Development, Citrix
    Steven Lux, Managing Partner, Stonehenge Growth Equity Partners
    Allen Moseley, Managing General Partner, Noro-Moseley Partners
    Theresa Sexton, Partner, Claritas Capital

    3:00 PM
    3:15 PM
    Due Diligence in a Modern World: The “Tech”niques of a Strong Strategy

    In our tech-enabled world, a strong understanding of a company’s information governance policies is a necessary component of a sound due diligence strategy. As the importance of new innovations such as predictive analytics, blockchain and distributed ledgers grows, deal makers need to better understand the impact of tech-enhanced innovation, as well as how potential acquisitions have handled tech-related issues such as data security and privacy. Our panel of experts will review what modern issues they see as paramount in due diligence, as well as their recommendations on where to look for warning signs or go signals for deal success.

    Christopher Grippa, Partner, Ernst & Young LLP

    Lou Barbieri, Partner, Kilpatrick Townsend & Stockton LLP
    Robin Bienfait, Partner, Valor Ventures
    Christopher Lang, Global Privacy Officer, United Parcel Service

    4:15 PM
    Rooftop Reception

    Please join us on the rooftop at the offices of Nelson Mullins Riley & Scarborough LLP in Atlantic Station as we wrap up our conference proceedings.


    TWELVE Atlantic Station

    361 17th Street NW
    Atlanta, GA 30363

    *RECEPTION VENUE (approx 2 blocks from meeting venue):
    The Rooftop at Nelson Mullins
    201 17th Street NW, Suite 1700
    Atlanta, GA 30363

    Nestled in the heart of Atlanta’s trendy Atlantic Station, TWELVE hotel is a sleek and modern residence for guests looking to experience the best of the Big Peach’s legendary hospitality.

    TWELVE offers the casual comforts of home: a full-size kitchen equipped with stainless steel appliances, separate dining and living room areas, and expansive one or two bedroom options. Convertible sofas are available in select suites. Whether you are visiting for a short business trip, extended stay or traveling with family for a special occasion, the hotel has a suite to meet your needs.

    We have reserved a block of guest rooms at a rate of $199/night plus taxes. Please visit the following group reservation link  to secure your room today:

    Thomson Reuters Room Block

    Alternatively, you may call Marriott reservations at 877.557.0615 or Twelve Atlantic Station at 404.961.1212 and reference “The 13th Annual Southeastern M&A/Private Equity Forum.” Please be sure to book your room prior to the cut-off date of Monday, October 2, 2017. Rooms are subject to availability. Please contact our Conference Planner, Meghan Landis, at, for assistance with guest room reservations.

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