A LIVE, ONLINE EVENT

M&A Dealmakers Forum

Capitalize on unprecedented times

Tuesday, April 19

10:30 am - 3:00 pm ET

As M&A breaks records and new market trends emerge, buyers and sellers have to be smarter and savvier than ever before. But M&A—especially in a time of sky-high valuations, unprecedented deal terms and abbreviated due diligence—can also end badly for either party destroying value, diminishing investor and employee confidence and damaging your core business.

For buyers, a smart, well-executed deal can provide new capabilities, open new markets, reduce risk, accelerate digital transformation and more. As a seller, you owe it to yourself, your family, your employees and your investors to get the deal right.

Whether you’re a buyer or a seller, join us to maximize your deal outcomes in 2022.

WHY ATTEND?

Join mid-market C-Suite executives, experienced dealmakers and industry experts to learn how to best position your organization for success in 2022 and beyond.

If You Are a Buyer Looking To:

If You Are a Seller Looking To:

KEYNOTE SPEAKER

Mark Mlotek

EVP, Chief Strategic Officer and Board Member
Henry Schein, Inc.

Few companies outside of Omaha have the long-term growth trajectory of Henry Schein, the world’s largest provider of health care solutions to office-based dental and medical practitioners. The Company, which clocked net sales reached $12.4 billion in 2021 and have grown at a compound annual rate of approximately 12.5 percent since Henry Schein became a public company in 1995—an unparalleled run that’s been fueled in large part by disciplined M&A, executing more than 200 deals over the past 3 decades.

In this Chief Executive exclusive, the executive who’s quarterbacked Henry Schein’s dealbook for decades opens his playbook to give you a glimpse of how they’ve pulled of this incredible string of successes. From sizing up opportunities to allocating capital to due diligence to integration, he’ll give you hard-won insights to make you and your team smarter and savvier to build maximum value with minimum disruption and risk.

AGENDA

10:30 – 10:35 am ET

Welcome

10:35 – 11:00 am ET

Where This Wild M&A Market Is Headed Next

  • Patrick McCurdy, Partner, McKinsey & Company

After Covid slammed the breaks on 2020 M&A activity, 2021 proved to be a blockbuster time for dealmaking. Vast caches of PE dry powder, historically low interest rates and the SPAC revolution fueled the fever — but with inflation on the rise, will it last? And how can you best take advantage? An expert on middle-market dealmaking will walk you through the outlook for the year ahead to help you make the most of this time. Gain strategies, tips and insights to help you navigate—and prosper—in this time of exceptional risk and opportunity.

11:00 – 11:40 am ET

What Buyers Want: Lessons Learned from a Serial Dealmaker

  • Mark Mlotek, EVP, Chief Strategic Officer and Board Member, Henry Schein, Inc.

Henry Schein, Inc. is the world’s largest provider of health care solutions to office-based dental and medical practitioners, with operations or affiliates in 32 countries and territories and nearly 22,000 employees worldwide. The Company’s net sales reached $12.4 billion in 2021, and have grown at a compound annual rate of approximately 12.5 percent since Henry Schein became a public company in 1995. In this Chief Executive exclusive, the executive who’s quarterbacked Henry Schein’s dealbook for decades opens his playbook to give you a glimpse of how they’ve pulled of this incredible string of successes. From sizing up opportunities to allocating capital to due diligence to integration, he’ll give you hard-won insights to make you and your team smarter and savvier to build maximum value with minimum disruption and risk.

11:40 – 11:45 am ET

Break

11:45 am - 12:25 pm ET

Art or Science? Veteran Dealmakers Share Their M&A Wisdom

  • Amanda Duguay, Director of Finance, Zebra Technologies; Former CFO, Profitect
  • Jeff Kaczperski, President, Omega Plastics
  • Bryan Morris, Chief Financial Officer, Demandbase
  • Phil Spencer, Chief Executive Officer, Mega-Broadband Investments

Part art, part science, there are fundamental elements that drive successful M&A outcomes. We’ll sit down with a panel of seasoned executives who have sat on both sides of the deal to share their hard-earned lessons on deal negotiations and increasing bargaining powers, bridging the price expectation gap, the keys to post-deal integration success, getting both teams aligned (quickly) and more. Gain invaluable insights to help you develop, steward, and close deals that benefit everyone involved.

12:25 – 12:30 pm ET

Break

12:30 – 1:30 pm ET

Interactive Discussion Breakouts - select one, topics may include:

  • Thomas Pauloski, National Managing Director, Wealth Strategies, Alliance Bernstein
  • Joseph Septimus, Principal, Bernstein Private Wealth Management

Which pre- and post-transaction tax and estate planning strategies are most likely to preserve exit proceeds for you, your family, and the causes you care about? In this breakout, we’ll describe and quantify the most impactful tax-saving strategies available to business owners, and provide plain-English guidance on when and how to implement them.

  • Sean Friday, Senior Vice President, STS Capital
  • Andy Harris, Managing Director, STS Capital

Are you considering selling your business? The traditional financial services sector teaches us that M&A is a financial, numbers-driven business, yet exceptional sell-side deals are typically made for strategic reasons. Join this interactive breakout to identify the processes, strategic practices and financial guidance that can unlock the true strategic value of your company to make an Extraordinary Exit possible.

1:30 – 1:45 pm ET

Break

1:45 – 2:45 pm ET

Interactive Discussion Breakouts - select one, topics may include

  • Sean Friday, Senior Vice President, STS Capital
  • Andy Harris, Managing Director, STS Capital

If you’re a business owner looking to exit, selling to a strategic buyer may be the optimal way to achieve maximum value for your company. This interactive breakout will help you navigate the differences between strategic buyers and financial buyers, and how to leverage selling strategically. Learn how you can achieve your optimal transaction potential–maximum valuation and other required outcomes–with the key process, values and principles to make your Extraordinary Exit possible.

2:45 pm ET

Event Concludes

Registration

Ticket purchase provides access to the live event and session recordings on-demand for 30 days.

Individual

Single Pass
$795
$ 695
  •  

Small Group

For teams up to 5
$1695
$ 1595
  •  
NASBA CPE Registry

Chief Executive Group is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of Continuing Professional Education on the National Registry of CPE Sponsors. Receive up to 3 CPE credits after attending our event.

SPONSORS