2025 H2 M&A Forecast: Cautious Optimism Amid Uncertainty
Tariffs may have cooled early 2025’s M&A momentum, but CEOs should watch for renewed activity driven by private equity, AI adoption, and strategic recalibration in global markets.
Tariffs may have cooled early 2025’s M&A momentum, but CEOs should watch for renewed activity driven by private equity, AI adoption, and strategic recalibration in global markets.
No matter where President Trump’s tariffs end up, here’s what you can do to keep your profits in place—and build some useful muscle for your organization.
Interest rates have deals stuck in purgatory. Tariffs are eating up executive bandwidth. And $3 trillion in dry powder sits atop the PE industry, looking for a home. Life is not easy as a PE portco CEO.
René Lacerte built Bill to simplify financial ops for underserved SMBs—now it moves 1 percent of U.S. GDP. With AI, automation and a customer-first mindset, he’s leading a category he helped create.
What management counsel flags, fights for and fixes in PE rollover and incentive equity arrangements.
‘Once you start missing budgets, not only do you have financial problems, but people also lose confidence in you,’ says Thomas Allen Carver, founder of Harren Equity Partners.
How to prepare now and gain a stronger market position down the road.
Wolters Kluwer CEO Jason Marx shares what this evolution means for professionals, clients and the future of financial decision-making.
Amid a historic wealth transfer and rising economic uncertainty, Crandall is doubling down on long-game strategy.
Pricing guru Adam Echter on what CEOs need to be doing right now to be sure they don’t get drowned in the tariff tsunami. ‘Sitting still is risky.’
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1:00 - 5:00 pm
Over 70% of Executives Surveyed Agree: Many Strategic Planning Efforts Lack Systematic Approach Tips for Enhancing Your Strategic Planning Process
Executives expressed frustration with their current strategic planning process. Issues include:
Steve Rutan and Denise Harrison have put together an afternoon workshop that will provide the tools you need to address these concerns. They have worked with hundreds of executives to develop a systematic approach that will enable your team to make better decisions during strategic planning. Steve and Denise will walk you through exercises for prioritizing your lists and steps that will reset and reinvigorate your process. This will be a hands-on workshop that will enable you to think about your business as you use the tools that are being presented. If you are ready for a Strategic Planning tune-up, select this workshop in your registration form. The additional fee of $695 will be added to your total.
2:00 - 5:00 pm
Female leaders face the same issues all leaders do, but they often face additional challenges too. In this peer session, we will facilitate a discussion of best practices and how to overcome common barriers to help women leaders be more effective within and outside their organizations.
Limited space available.
10:30 - 5:00 pm
General’s Retreat at Hermitage Golf Course
Sponsored by UBS
General’s Retreat, built in 1986 with architect Gary Roger Baird, has been voted the “Best Golf Course in Nashville” and is a “must play” when visiting the Nashville, Tennessee area. With the beautiful setting along the Cumberland River, golfers of all capabilities will thoroughly enjoy the golf, scenery and hospitality.
The golf outing fee includes transportation to and from the hotel, greens/cart fees, use of practice facilities, and boxed lunch. The bus will leave the hotel at 10:30 am for a noon shotgun start and return to the hotel after the cocktail reception following the completion of the round.