West Coast Corporate M&A and Integration Forum Best Practices and Proven Innovations in M&A Deal Structuring and Post-Merger M&A Integration

Event Details

Oct 19, 2016

8am-5pm

San Francisco, CA

$595

Thomson Reuters Legal Executive Institute is pleased to present an inaugural program on key developments and emerging trends impacting the west coast corporate M&A middle market. This CLE-accredited program offers rigorous educational content and abundant networking opportunities for transactional attorneys, bankers, M&A advisors and entrepreneurs throughout the west coast. Plan to attend this premier event and engage some of the brightest and most accomplished professionals in the business. This inaugural CLE program focuses on key trends and developments impacting the corporate M&A middle market. Corporate counsel and M&A advisors should plan to attend this premier event.

Who Should Attend

Corporate Counsel, Vice Presidents and Directors responsible for:
  • M&A Deals and Transactions
  • Post-Merger M&A Integration
  • Human Resources
  • Talent Management and Leadership Development
  • Corporate Development

Event Co-Chair

Mike Tierney

Director, Acquisition Integration, Thomson Reuters

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Event Details

Wednesday, Oct 19

8:30 AM
Registration & Networking Continental Breakfast
9:30 AM
Co-chair's Welcome
9:45 AM
Managing Antitrust Risk and Top Challenges in M&A Deal Formation

This session will examine the top deals to date and we’ll additionally take a deep dive into the risk challenges around antitrust. Often, the most appealing potential transactions involve the acquisition of a competitor, however, those transactions inherently present the greatest risk of an antitrust challenge. This session will delve into:

  • Factoring the likelihood that antitrust approval can be obtained
  • Time frame for antitrust approval acceptable to the acquirer
  • Expected costs
  • Key points for early planning
  • Involving antitrust counsel

Moderator:
Mike J. TierneyDirector, Acquisition Integration, Thomson Reuters

Panelists:
Jack D. Capers, Jr.Partner, King & Spalding LLP
Joe GolemmeChief Financial Officer, Topica Pharmaceuticals, Inc.
Julie SolowayPartner, Blake, Cassels & Graydon LLP

10:45 AM
Networking Refreshment Break
11:15 AM
Post-Merger Cultural Integration and IT Enterprise Alignment

Once the deal is done and the ink has dried, the acquirer is faced with the daunting and complex task of actually marrying, or fusing, two distinctly separate companies, and two distinctly different cultures. Variances in technology systems, business ethics and codes of conduct, operating procedures, communication standards and even dress code policies, all come into play and If not properly managed, marked differences in organizational cultures can cause even the most well executed M&A deals to unravel without an effective, post-merger integration strategy: This engaging discussion will address:

  • Building a healthy organizational culture
  • Leadership development and retaining and engaging key talent
  • Change management, triangulation and coordination between shared services (IT, HR, & Finance and Accounting)
  • Unique challenges to reverse mergers
  • Integration of IT enterprise systems
  • Leveraging the Integration Management office
  • The critical important of communications
  • Measuring and quantifying post-merger integration success

Moderator:
Lisa BuchananVice President, M&A Technology Integration, Change Healthcare

Panelists:
Susan Hanold, PhDVice President, ADP
Stewart MyersProject Manager, M&A Integration and Divestments, Ericsson
Peter OsmondDirector, M&A Integration, Symantec
Todd J. Smith – Senior Managing Director, FTI Consulting, Inc.

12:15 PM
Networking Luncheon
1:30 PM
Tech Sector Deal Activity and 2017 Growth Forecast

New technology innovations and emerging startups are expected to drive acquisitions in 2017 and experts predict a gradual increase in deal activity as the year progresses. With increasing downward pressure on valuations, more assets will come to market, enticing recently inactive technology acquirers to start shopping again. This session will delve into:

  • 2016 tech innovation recap
  • 2017 deal outlook
  • Tech innovations, startups and IPO activity expected to drive growth
  • Investor expectations

Moderator:
Robert S. Townsend Partner, Morrison & Foerster LLP

Panelists:
Liana Baker Mergers and Acquisitions Correspondent, Thomson Reuters
Nicole Campbell General Counsel, InsideView Technologies, Inc.
Chris Hecht Vice President, Corporate Development, Salesforce.com
Andrew Hull Vice President & Assoc. General Counsel, M&A and Strategic Investments, Yahoo!

2:30 PM
Networking Refreshment Break
2:45 PM
Due Diligence to Day One: Making Practical Sense of M&A Deal Terms and Aligning those to the Post-Merger Integration

This session will provide a close look at how companies can effectively align all of the critical components of a merger, or acquisition, to allow for a seamless and relatively smooth integration. The session will dive into:

  • Transitioning from due diligence and deal structure to integration
  • Alignment of human capital
  • Integration of IT and technology systems
  • Infrastructure planning
  • Real estate, office and workspace design
  • Employee communications

Moderator:
Matthew R. Stewart – Partner, King & Spalding

Speakers:
Ken Hirschman – Vice President of Strategic Alliances, Ebates
John Lester Director, Sales & Marketing, eknow Inc.
Justin Smith Director, Corporate Development Integration, Google
Mike J. Tierney  Director, Acquisition Integration, Thomson Reuters

3:45 PM
Closing Comments
4:00 PM
Conclusion of Conference - Networking Reception
John-Paul Bogden

Partner, Blake, Cassels & Graydon LLP

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Matthew R. Stewart

Partner, King & Spalding LLP

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Nicole Campbell

General Counsel
InsideView Technologies, Inc.

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Accreditation

InterContinental Hotel

888 Howard Street, San Francisco, California 94103

Guest Rooms:

We do not have a group room block for this program. Please contact the venue directly for best available rates. For assistance with guest room reservations, please contact our Conference Planner, Meghan Landis, at Meghan.landis@tr.com or 201.912.3042.

Parking:

The hotel offers valet parking (only; no self parking) at a rate of $54/night plus tax. There is a discounted hourly/day parking rate for conference attendees of $35/day plus tax. Please be sure to tell the valet that you are attending a conference at the hotel to take advantage of this discount.

Dress Code:

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

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