- 7:30 A.M. Registration, Coffee & Networking
- 8:00 A.M. Breakfast Is Served Bellows ABCD
- 8:15 A.M. Kickoff & Introductions Bellows ABCD
8:30 A.M. - 9:15 A.M. Dealmakers M&A Roundtable: 2020 and Beyond
Presented By: Metz Lewis Brodman Must O'Keefe LLC
A trio of Pittsburgh’s top dealmakers share their 2019 deal experiences, provide their outlook on whether the M&A market will remain competitive in valuations again in 2020, and offer insight into other aspects of M&A transactions which might change in 2020.
9:30 A.M. - 10:15 A.M. Why Deals Fail and How to Minimize the Impact
Presented By: S&T Bank and Grossman Yanak & Ford
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.
9:30 A.M. - 10:15 A.M. Anatomy Of A Sell-Side Deal: A Case Study
Presented By: Herbein & Company and Confluence Advisors
An entrepreneur and panel of M&A advisers peel back the curtain for a special inside look at how the deal came together to sell his company. The group will share best practices used, as well as how to identify — and overcome — common pitfalls for structuring, negotiating and closing middle-market M&A transactions.
9:30 A.M. - 10:15 A.M. Transaction Preparedness: How to prepare your company for any type of deal.
Presented By: Babst Calland and Holsinger
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. Building Strong Capital Stacks: Understanding different financing needs to different growth stages of your business.
Presented By: First National Bank
As your company matures, your financial needs change. Join a group of business owners, leaders, and experts as they break down how to identify, assemble, and deploy capital to fuel growth.
10:45 A.M. - 11:30 A.M. Thinking of Selling Your Company: An Entrepreneurs Perspective on the Liquidity Event.
Presented By: Huntington Bank
When it comes to the most important decision a business owner will make, how you approach the pre-planning and execution may be the difference between success and failure. And then, what does life look like after the deal?
10:45 A.M. - 11:30 A.M. Understanding Family Business Dynamics: An owners’ view.
Presented By: Louis Plung & AB Bernstein
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 questions.
- 11:30 A.M. - 12:00 P.M. Networking
- 12:30PM-1:00PM Luncheon Panel
- Noon Keynote Panel
1:30 P.M.-2:15 P.M. Overcoming Common Mistakes Made During Acquisitions: Best practices and pitfalls
Presented By: Dentons Cohen & Grigsby P.C.
Do you know what it takes to buy a business? Join a panel offinance-minded entrepreneurs, experts and investors as they share their frontline experiences buying businesses and structuring acquisition deals.
1:30 P.M.-2:15 P.M. The M&A Lifecycle: 360-degree dealmaking
Presented By: Clark Hill and JP Morgan Chase
From the buy-side to the sell-side, if you’re a dealmaker it’s likely you’ll be raising capital, making acquisitions, experiencing liquidity events, and selling your company. Join a panel of entrepreneurs, investors and advisors as they take you on a journey across the M&A lifecycle.
2:30 P.M.-3:15 P.M. Integrating Operations: Culture, Advisors, Management Team.
Presented By: Henderson Brothers
After the deal is done and the ink has dried what does the new company look like… and what’s your role? Join a group of serial acquirers, investors and experts as they share their experiences.
2:30 P.M. - 3:15 P.M. What’s Next? Critical Decision-Making in Liquidity Events
Presented By: Morgan Stanley and Bellmark Partners
Once you’ve decided it’s time to sell the company, activities move into high gear—including determining what your life will look like after the liquidity event. Join a group of entrepreneurs and experts as they explore the sell-side and the importance of maximizing—and preserving—wealth from the sale.
3:30-4:30 P.M. Cocktail Reception & Awards presented by Henderson Brothers
Presented By: Henderson Brothers
Join us at the cocktail reception presented by Henderson Brothers to recognize the 2020 Dealmaker of the Year Award Winners.
This year's class includes:
- Michael Finke, M*Modal
- Greg Lignelli, System One
- Bill Mueller, Fi360
- Dietrich Stephan, PhD, NeuBase Therapeutics, Inc.
- Austin Webb, Fifth Season
- 4:30 P.M. Adjourn