Manufacturing M&A Dealmakers Forum

Find out what your business is worth — and increase its value.

September 9-10, 2024

Loews O'Hare, Chicago

In the whirlwind world of manufacturing M&A, last year was a time of dramatic shifts—from unprecedented highs to unexpected lows. As we look towards the second half of 2024 and beyond, the landscape is rife with questions.

Tailored exclusively for owners, CEOs, and CFOs of manufacturing companies, this one-and-a-half-day event is designed to arm you with the knowledge, strategies, and insights to position your industrial business for maximum value.

Join an elite gathering of your peers, seasoned dealmakers, and industry thought leaders. Through targeted sessions, panel discussions, and networking opportunities, you’ll gain the insights and tools needed to understand and enhance your firm’s value—today—to maximize your odds of success tomorrow.

How do you seize the moment to sell or buy? What does it take to not just survive but thrive in this volatile market?

Whether you’re buying or selling, this unique, one-and-a-half-day forum will help you:


Joel A. Cohen

Managing Director, Chairman of Global Industrial Investment Banking

Veena Lakkundi headshot

Veena Lakkundi

SVP, Corporate Strategy & Development
Rockwell Automation

John May headshot

John May

Managing Partner
CORE Industrial Partners

This Event is Tailored for Manufacturing Company Owners, CEOs & CFOs Who Are Considering:

Dive deep into the world of high stakes dealmaking where unparalleled insights meet actionable strategies. Get a rare glimpse into the trends, tactics, and tools that the industry’s most successful dealmakers employ to significantly enhance shareholder value and secure liquidity. Meet with bankers, private equity firms and investors to get a sense of your firm’s value and put plans in place now to maximize your value. The program format will provide many opportunities to network and discuss issues with fellow CEO dealmakers and expert advisors.

Agenda Highlights

Expert-Led General Sessions

Hear updates on the deal market in 2025, strategies for mastering the deal, how to maximize value and more.

Engage with Peers & Experts

Participate in facilitated discussions with options for buyers and sellers. 

Event attendees listen to a speaker in a small group setting

Breakouts for Buyers & Sellers

Dive deeper into relevant topics led by subject matter experts.


Manufacturing Business Owners
Individual Registration
$1,295$995Rate through July 31
Individual Registration
$3,295$2,995Rate through July 31

What Past Attendees Say


Loews Chicago O’Hare Hotel

The discounted rate of $239/night is available until August 16, or until the room block fills.



Strategic Planning Workshop

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:

  1. Lack of systematic approach (70%)
  2. Laundry lists without prioritization (68%)
  3. Decisions based on personalities rather than facts and information (65%)


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.

To sign up, select this option in your registration form. Additional fee of $695 will be added to your total.

New York, NY: ​​​Chief Executive's Corporate Citizenship Awards 2017

Women in Leadership Seminar and Peer Discussion

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.

To sign up, select this option in your registration form. Additional fee of $495 will be added to your total.

Golf Outing

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.

To sign up, select this option in your registration form. Additional fee of $295 will be added to your total.