The Smart Business Dealmakers Conference connects thousands of local dealmakers - from middle-market CEOs to top investors and lenders to leading M&A advisers. With sessions ranging from raising capital to buying and selling companies to alternative asset investing, our conference covers the breadth of the M&A landscape. To experience Dealmakers, take a look inside one of our past events.
The Smart Business Dealmakers Conference connects thousands of local dealmakers - from middle-market CEOs to top investors and lenders to leading M&A advisers.
With sessions ranging from raising capital to buying and selling companies to alternative asset investing, our conference covers the breadth of the M&A landscape.
To experience Dealmakers, take a look inside one of our past events.
- John Cerasuolo turns ADS Security into the brand sellers can trust >
- Gen Cap America’s Lamar Stanley on finding the right buyer >
- For Arnie Malham, Selling One Business Informs Growing The Next >
7:30 A.M. Registration, Coffee & Networking
8:00 A.M. Breakfast Is Served
8:15 A.M. Welcome Address
8:30 A.M. - 9:15 A.M. Dealmakers Roundtable: Managing Through Uncertainty
A trio of dealmakers--a CEO, an economist, and a chief public policy lobbyist--discuss current trends in capital markets and deal making as they offer tips on how to manage M&A activity through uncertain times (including a look at what happens during election cycles).
9:30 A.M. - 10:15 A.M. Building an Acquisition Pipeline: Serial acquirers’ playbook for success
When you’re growing through numerous acquisitions, having a clear strategy of the types of companies you’re looking to buy and where to find them can mean the difference between growth and stagnation. Hear from a group of serial acquirers and advisors as they discuss how they built and work successful deal pipelines.
9:30 A.M. - 10:15 A.M. Alignment on the Sell Side: Understanding different types of buyers
When you’re selling a business, who you sell it to matters. Join a group of c-suite executives, private equity leader, and experts as they discuss how to understand the strategic goals of strategic and financial buyers… and what that means for you.
10:45 A.M. - 11:30 A.M. Transaction Audits: How to prepare your company for any type of deal
No matter what type of M&A transaction you’re looking to do, being prepared comes down to three areas--your finances, operations, and people. A group of entrepreneurs and experts offers a deep dive into how to make sure you’re checking the right boxes before you go to market with a deal.
10:45 A.M. - 11:30 A.M. Keep vs. Sell: What to do with the family business
Family-owned businesses have their own unique dynamics--from multiple shareholders to complicated succession plans. Hear from a group of current and former family business owners and their M&A advisors as they discuss how they navigated the most difficult question: to keep or sell the company.
11:30 A.M. - 12:00 P.M. Networking
12:00 P.M. Lunch is Served
12:30 P.M. - 1:00 P.M. Luncheon Keynote with Colin Reed
A Fireside Chat with the Chairman and CEO of Ryman Hospitality Properties on M&A in the entertainment and hospitality industries
1:30 P.M. - 2:15 P.M. Succession Planning: Developing a strategy for your next chapter
Having a well-defined exit strategy for your business means recognizing what you intend to do with your company, who’s in line to lead it, and what your plans are for the next chapter in your life. Join a group of entrepreneurs and experts for a rousing conversation on what’s worked and what hasn’t with succession planning.
1:30 P.M. - 2:15 P.M. Recapitalization vs. Strategic Sale: Determining your path and approach to growing your business
As your company matures, its financial needs change. Hear from a panel of c-suite executives and M&A advisors as they discuss the pros and cons of recapitalizing your business vs. a strategic sale and break down how to identify, assemble, and deploy that capital to fuel growth.
2:30 P.M. - 3:15 P.M. Why Deals Fail: The fine line between success and failure in acquisitions
Buying a company isn’t as simple as one thinks. There’s an art to identifying acquisition prospects, conducting due diligence, negotiating price, and closing the deal. Hear from a group of veteran C-Suite executives and M&A advisors as they offer best practices from the frontlines of dealmaking for pre-transaction planning and the close… and why some deals just can’t get done.
2:30 P.M. - 3:15 P.M. Turning Liquidity Into Purpose: Developing your plan for the liquidity event and the next chapter of your life
When planning your liquidity event and potential exit strategy, it’s imperative to think not just about maximizing and preserving the wealth created, but also what’s next. Hear from a group of entrepreneurs and advisors about how to create purpose and make an impact after taking money off the table.
3:30-4:30 P.M. Cocktail Reception & Awards
Join us at the cocktail reception to recognize the 2020 Dealmakers Award Winners!
4:30 P.M. Adjourn