M&A Panel: Current Trends and Planning Opportunities - What CFOs Need to Know


Merger and acquisition transactions are some of the most exciting and intense periods of activity that CFOs will experience in their careers. The M&A market has been vibrant over the last decade.  Economic data remains strong and there is still plenty of “dry powder” looking for opportunity. With the Baby Boomer generation approaching retirement, many business owners and their investors are looking to exit. 
 
And while the opportunity for company growth presented by a transaction can sometimes be enormous, transactions sometimes don’t happen because sellers are not prepared.  Or worse, a consummated transaction fails because of “chemistry”.  The cultures of the combining organizations were not properly vetted during due diligence.
 
Find out the current trends in the M&A market and the key things to consider and prepare for if you are involved in a transaction.  Please join us at our January 15, 2020 meeting as we have a panel of experts from the legal, accounting, investment banking and consulting areas discuss the current trends and planning points to consider in the M&A arena.  The panel moderator is one of our own – former Tampa Chapter President, current board member and veteran of several M&A transactions, Randy Lay.
 
Learning Objectives
  • Find out what the current trends are in the M&A market
  • What are the key things sellers can do to prepare for a transaction
  • What are the biggest reasons a proposed deal does not happen
  • The significance of culture to a successful transaction  

The regular evening event will be preceded by an optional afternoon CPE Session:  "The Strategic Use of Transaction Insurance Products" featuring guest speaker Vipul Patel - Senior VP, Aon M&A and Transaction Solutions

Corporate and private equity executives focused on mergers and acquisitions (M&A) anticipate further acceleration of deal flow in 2020—both in the number of transactions and in their size—which would further extend several years of record M&A activity.  M&A plays a major role in their growth strategy and the competitive landscape drives parties to become more innovative in seeking alternative solutions to mitigate transaction risks.  These risk transfer strategies can be tailored to protect either the seller's liability under the sale agreement, or to increase the level and scope of financial protection for buyers.

  • Come learn how to streamline deal negotiations by converting deal risk to a one-off premium cost, that is transferred to the insurance market: Usage of RWI on transactions and market update
  • Current market terms on RWI
  • Placement of a RWI program
  • What is Tax Insurance
  • What are the benefits of Tax Insurance

Date:  Wednesday, January 15, 2020

Time:  4:30 PM - 5:30 PM Optional Afternoon CPE Session | 5:30 PM - 6:30 PM Cocktails, networking and heavy hors d'oeuvres | 6:30 PM Announcements | 6:45 PM - 8:00 PM Panel Discussion | 8:00 PM - 8:30 PM Additional Networking Time

Location:  Hilton St. Pete Carillon Park, 950 Lake Carillon Drive, St. Petersburg, FL  33716

Registration Fee: Members $65 | Retired Members $50 | Life Retired Members $0

CPE:  This event qualifies for two and a half (2.5) CPE credits:  One for the afternoon session and one and a half for the evening session.

Have Questions or Need Registration Support?  Contact Denise Parker, Chapter Administrator, at 813.494.9551 or sdeniseparker@yahoo.com.

Speakers

John Foster

Managing Member
PathFinder Group

Sidney Glick

Principal, Transaction Advisory Services
Cherry Bekaert

Mr. Randall Lay

CFO
Williams Industrial Services Group Inc.

Vipul Patel

Senior Vice President
Aon Risk Services

Brian Smith

Co-Founder and Managing Partner
LCG Advisors

Robert White Jr.

Partner
Gunster

Credits

1.00 CPE
Basic

Method

group-live

Field

Finance, Technical

Prerequisites

none

Credits

1.00 CPE
Basic

Method

group-live

Field

Finance, Technical

Prerequisites

none

National Registry of CPE SponsorsFinancial Executives International (FEI) 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. State Boards of Accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

For FEI CPE credits, one credit hour equals 50 minutes according to NASBA guidelines. Some states boards may differ on how many minutes constitute a credit hour. Contact your state board for more information. For more information regarding administrative policies such as complaint and refund, please contact our offices at 973.765.1029.