One of the sharpest, most experienced dealmakers in the world of mid-sized American manufacturing will share their candid views about the road ahead—and offer some hard-earned tips about how to make the most of what’s happening. Who’s buying what? How aggressive are PE acquirers, foreign and strategic buyers now and how is that likely to change over the next few years? What are the current pricing multiples and terms by sector—and where are they likely headed? It’s all on the table helping you become more cleareyed—and savvy—about this market moment.
Everyone wants to get to a “Yes”—but how you do it is everything. More value is created or given up in this part of the process than perhaps any other, and this freight-train environment makes it even more essential to get things right. Our experts will make you a smarter strategist, reviewing the essential levers of transaction success, where deals really fall apart and how you can ensure that you’re in the driver’s seat throughout the process—and not being taken for a ride.
Participants will have the opportunity to participate in three 25-minute facilitated discussions with options for buyers and sellers. Expert advisors will be on hand to answer your questions.
Participants will have the opportunity to dive deeper into relevant topics led by subject matter experts. Topics may include:
We will have reservations at a few different local restaurants for attendees to take advantage of further networking.
We will review the key elements of due diligence that are often overlooked, as well as best practices for conducting an integrated and efficient due diligence process to identify and quantify material risks as well as to maintain momentum, relationships and confidentiality – whether on the buy side or the sell side.
In this interactive session, participants will be presented three mock deals by a panel of investment bankers. Place your valuation estimate and see how close you are to the actual deal results – then collaborate with your peers to evaluate the different deals’ pros and cons, successes and failures, and takeaway lessons. Walk away armed with new insights to maximize the full value of a deal—and it’s not just the numbers.
Participants will have the opportunity to participate in three 25-minute facilitated discussions with options for buyers and sellers. Expert advisors will be on hand to answer your questions.
We’ll wrap up with a moderated ‘fireside’ panel discussion with a recent selling CEO and a recent acquiring CEO. For prospective sellers, learn best practices for preparing for and executing a sale as well as characteristics that achieve a premium price. For would-be buyers, gain better insights on the seller’s mindset, the deal process, areas of value creation, and key transaction risks.
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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.