Manufacturing M&A Dealmakers Forum

AGENDA

wednesday, September 17

11:00 am - Noon

Networking Lunch

Noon - 12:10 pm

Opening Remarks

12:10 - 1:00 pm

Keynote: A Master Operator’s Value-Creation Playbook

Bob Nardelli is a true master of operational excellence and value creation, one of the best pure operators ever to emerge in American manufacturing. In this exclusive session, Nardelli, shares from his personal playbook developed over decades at the helm of some of the world’s most recognizable manufacturing and industrial companies to help you and your team thrive. 

Learn how he quickly assesses new businesses, evaluates leadership teams and identifies the critical levers to pull for sustained growth and profitability. This is a rare opportunity for manufacturing CEOs to gain firsthand advice on driving value, navigating complexity and building organizations that win. 

Bob Nardelli

Former CEO, Chrysler Company, The Home Depot, and GE Power Systems Founder and CEO, XLR-8 LLC

1:00 - 1:50 pm

Navigating the Deal Landscape: Insights from a Leading Dealmaker

Gain invaluable insights from one of the most seasoned dealmakers in mid-sized American manufacturing as they share candid perspectives on the road ahead. This session will explore the latest trends shaping the M&A landscape, including: 

  • Who’s buying, what’s selling, and the evolving roles of PE firms, foreign investors, and strategic acquirers. 
  • Current pricing multiples, sector-specific trends, and where valuations are headed. 
  • The impact of economic uncertainty on dealmaking—and how to prepare for what’s next. 
  • Best practices for locating buyers or sellers and why a disciplined process is critical in today’s market. 

From market trends to actionable strategies, this session will equip you to make smarter decisions and stay ahead in this dynamic deal environment. 

Veena Lakkundi headshot

Veena Lakkundi

SVP, Corporate Strategy and Development, Rockwell Automation

John May headshot

John May

Founder and Managing Partner, CORE Industrial Partners

1:50 - 2:10 pm

Networking Break

2:10 - 3:40 pm

Roundtable Rotations and 1:1 Valuation Meetings

Participants will also have an opportunity to participate in peer-to-peer discussions, rotating on a variety of relevant topics related to the deal process, while developing valuable relationships with buyers, sellers and deal advisers.  

Discussions may include:  

  • Incentivizing your team for a successful exit 
  • What to look for (and look out for) in an investment banker 
  • Determining cultural fit between buyer and seller 
  • Pros and cons of different acquisition logics  
  • Target identification and nurturing

Concurrently, participants have the chance to purposefully network in 1:1 confidential settings with several buy-side deal-makers to discuss specifics about your business situation, value-enhancing ideas and potential deal strategies. 

3:45 - 4:00 pm

Networking Break

4:00 - 5:00 pm

Breakout Tracks for Buyers and Sellers

Attendees will divide into smaller groups with subject matter experts delving deeper into buy- and sell-side considerations. Potential Topics Include:  

  • Do You Have a Transferable Business? 
  • Creating Competitive Tension: Attracting Multiple Bidders 
  • Life After the Sale: Transitioning out of the Business 
  • Valuation Beyond Numbers 
  • Cyber Due Diligence and Traps to Avoid 
  • Leveraging Technology in Dealmaking 

5:00 - 6:00 pm

Networking Reception

6:30 pm

Dutch Dinners Offsite

Join your peers for casual networking at local restaurants.  

Thursday, September 18

8:00 - 9:00 am

Networking Breakfast

8:30 - 8:40 am

Morning Welcome

8:40 - 9:30 am

Due Diligence Done Right Now: Mitigating Risk and Maximizing Results in 2025

Due diligence is more than a checklist—it’s the process that makes or breaks a deal. And the best practices and must-haves change all the time. This session will dive into often-overlooked elements of this key skill in 2025 for both the buy-side and the sell-side, and explore best practices for conducting a seamless, integrated process while maintaining momentum, relationships and confidentiality. Whether you’re buying or selling this year or beyond, these insights will streamline your approach, help you focus on what buyers and sellers really value today, and drive better outcomes. 

Clara Pang

Partner, Linklaters LLP

9:30 - 10:20 am

What’s My Company Worth—And How Do I Maximize Its Value?

Everyone aims for a successful deal, but the key to getting to “Yes” lies in the process. Value is often created—or lost—long before the final handshake, making it critical to approach negotiations strategically. In this session, we’ll sit down with a seasoned serial acquirer to uncover how they evaluate deals and navigate the complexities of the M&A process, including:  

  • The critical levers of transaction success—and where deals often derail. 
  • Strategies to strengthen your negotiation position, whether on the buy or sell side. 
  • How to ensure you’re driving the process to maximize value, not leaving money on the table.

Whether you’re preparing for your first deal or fine-tuning your approach, this session will provide actionable insights to help you execute with confidence. 

Drew McCuiston

Principal, Periculum Capital

10:20 - 10:40 am

Break

10:40 - 11:40 am

Roundtable Rotations and 1:1 Valuation Meetings

Participants will also have an opportunity to participate in peer-to-peer discussions, rotating on a variety of relevant topics related to the deal process, while developing valuable relationships with buyers, sellers and deal advisers 

Concurrently, participants have the chance to purposefully network in 1:1 confidential settings with several buy-side deal-makers to discuss specifics about your business situation, value-enhancing ideas and potential deal strategies. 

1:1 Meetings

20-min meetings, Limited spots available. Purposefully network in 1:1 confidential conversations among business owners and sell side deal-makers and acquirers to discuss specifics about your business situation, value-enhancing ideas and potential deal options.

Peer Roundtable Rotations

Set of 2, 25-min roundtables. Participants join peer-to-peer discussions, rotating on a variety of relevant topics related to the deal process, while developing valuable relationships with buyers, sellers and deal advisers.

11:40 am - 1:00 pm

The New Deal Formula

Networking Lunch and Closing Keynote

Nailing an exit—or an acquisition—that exceeds expectations requires more than just a disciplined, strategic approach. It needs hard-won wisdom and experience. In this keynote, a seasoned CEO turned private equity investor will share actionable insights on how they’re seeing the best manufacturing companies are doing deals in today’s competitive environment. Learn how to identify key growth levers, optimize operations and align leadership for maximum impact. This session will also explore the importance of building a culture of accountability, managing risk with precision and positioning your company for long-term success in a rapidly evolving market. 

Harry Kraemer

Executive Partner, Madison Dearborn Partners;
Former Chair & CEO, Baxter International

Jonathan Sherrill

Former President, Quicken Steel

1:00 pm

Event Concludes

Roundtable

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.