Manufacturing M&A Dealmakers Forum

AGENDA

Monday, September 9

11:00 am - Noon

Networking Lunch

Noon - 12:10 pm

Opening Remarks

12:10 - 1:00 pm

The Deal Market in 2025

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.

Joel A. Cohen

Managing Director, Chairman of Baird Global Industrial Investment Banking

1:00 - 1:50 pm

Mastering the Art of the Deal

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.

Veena Lakkundi headshot

Veena Lakkundi

SVP, Corporate Strategy and Development, Rockwell Automation

John May headshot

John May

Managing Director, CORE Industrial Partners

1:50 - 2:10 pm

Networking Break

2:10 - 3:45 pm

Roundtable Rotations and 1:1 Valuation Meetings

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 3, 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.

3:45 - 4:00 pm

Networking Break

4:00 - 5:00 pm

Breakout Tracks for Buyers and Sellers

Participants will have the opportunity to dive deeper into relevant topics led by subject matter experts. Topics may include:

  • Capital/Balance Sheet Management
  • Using Data to Identify Targets and Close More Deals
  • Packaging Your Company for a Sale—and How to Maximize Your Value
  • Considerations for Selling to Private Equity vs. Strategic Buyer vs. Foreign Entity

5:00 - 6:00 pm

Networking Reception

6:30 pm

Dutch Dinners Offsite

We will have reservations at a few different local restaurants for attendees to take advantage of further networking.

Tuesday, September 10

8:00 - 9:00 am

Networking Breakfast

9:00 - 9:10 am

Welcome

9:10 - 10:00 am

Due Diligence Done Right – Efficiency, Risk, and Discretion

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. 

George Casey headshot

George Casey

Partner and Global Chairman of Corporate, Linklaters LLP

10:00 - 11:30 am

Shark Tank – What's a Winning Deal?

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.

11:30 - 12:30 pm

Networking Lunch

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.

12:30 - 1:30 pm

Roundtable Rotations and 1:1 Valuation Meetings

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.

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.

1:30 - 2:20 pm

Getting the Deal Done: Best Practices for Maximizing Value and Minimizing Deal Risk

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.

2:20 - 2:30 pm

Key Takeaways and Wrap-up

2:30 - 3:00 pm

Networking and 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.