University of Texas School of Law
9th Annual
Mergers and Acquisitions Institute
The State of the Art in Private Company Acquisitions
Dallas Oct 17-18, 2013 The Ritz-Carlton
Conference Concluded
Related products:       eConferences       Complete Conference Materials

SPONSORS
A&L Goodbody (Ireland)
Alston & Bird LLP
Barrera, Siqueiros y Torres Landa, SC (Mexico)
Blackhill Partners, LLC
Blake, Cassels & Graydon LLP (Canada)
Brunswick Group LLC
Deloitte Corporate Finance LLC
Duff and Phelps, LLC
Gardere Wynne Sewell LLP
Generational Equity, LLC
Gibson, Dunn & Crutcher LLP
Gómez-Acebo & Pombo (Spain)
Grant Thornton LLP
Haynes and Boone, LLP
J.P. Morgan
K&L Gates LLP
Latham & Watkins LLP
Locke Lord LLP
Loyens & Loeff (Netherlands)
McCarthy Tétrault LLP (Canada)
MHT Partners, LP
Munsch Hardt Kopf & Harr, P.C.
Norton Rose Fulbright
Practical Law
RR Donnelley–Venue
Selman Munson & Lerner, P.C.
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates
Thomson Reuters Business Law Solutions
Weil, Gotshal & Manges LLP


MEDIA PARTNERS
The Deal
mergermarket

EXHIBITOR
Ryan, LLC Fraud and Forensic Recovery

UT Law CLE

2013 Mergers and Acquisitions Institute

Program Features
Join leading deal lawyers, corporate development officers, investment bankers and private equity investors at UT Law’s 9th Annual Mergers and Acquisitions Institute scheduled for October 17-18, 2013 at The Ritz-Carlton in downtown Dallas.

The M&A Institute offers state-of-the-art coverage in private company acquisitions law and practice. Follow a middle-market deal through the process, from start-to finish, with experts identifying—for each stage from pre-deal preparation through closing and beyond—potential issues and strategies to avoid or manage issues, including:
  • Reducing the risks of common pre-deal pitfalls
  • Avoiding potential pitfalls of buying out or providing liquidity to minority shareholders in an uncertain future
  • Navigating fiduciary duties in private company M&A
  • Employing winning strategies in M&A auctions
  • Negotiating critical walk rights
  • Allocating risks in structuring M&A transactions
Additional Institute highlights include:
  • The latest current trends and practices with respect to alternative transactional structures
  • Special issues in negotiating with financial sponsors
  • A top litigator’s perspective on developments in deal litigation
  • Experts “in the trenches” on the outlook for middle market M&A in the second half of 2013 and beyond

UT Law CLE

2013 Mergers and Acquisitions Institute

6/20/19
Schedule

Thursday Morning, Oct. 17, 2013

Presiding Officer:
John A. Kolada, Blake, Cassels & Graydon LLP - Chicago, IL

7:30 am
Registration Opens

Includes continental breakfast.

8:30 am
Welcoming Remarks by Institute Co-Chairs

Wilson Chu, K&L Gates LLP - Dallas, TX
Larry E. Glasgow, Gardere Wynne Sewell LLP - Dallas, TX

8:45 am

1.25 hrs
0.25 hr ethics

Preparing for the Sale

Before an M&A transaction, what can you do to reduce the risks that common pitfalls will impede, reduce the sale price, or even kill the deal? Hear from investment banking, accounting and legal experts on issues that frequently jeopardize M&A deals and how advance preparation is the key to successfully closing the deal.

Moderator:
Thomas W. Hughes, Norton Rose Fulbright LLP - Dallas, TX
Panelists:
Sal Fira, Grant Thornton - Dallas, TX
Jeffrey A. Jones, Blackhill Partners, LLC - Dallas, TX
Robert R. Kibby, Munsch Hardt Kopf & Harr, PC - Dallas, TX
Kevin Miller, Alston + Bird LLP - New York, NY

10:00 am

0.75 hr
0.25 hr ethics

Pre-Exit Minority Stockholder Buyouts: Bumps in the Road or Train Wrecks in Waiting?

No good deed goes unpunished? An exploration of the potential pitfalls of buying out or providing liquidity to minority shareholders when the future of the company is uncertain, given the disputes that may arise if the buyout is followed by a sale or other valuation event. The key issues as well as process and contractual protections crafted to address possible deal-derailing tactics and post-closing blowback are also discussed.

Moderator:
Wilson Chu, K&L Gates LLP - Dallas, TX
Panelists:
Mark A. Morton, Potter Anderson & Corroon LLP - Wilmington, DE
Michael G. O'Bryan, Morrison & Foerster LLP - San Francisco, CA
Noelle M. Reed, Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates - Houston, TX

10:45 am
Break

11:00 am

0.75 hr
0.25 hr ethics

Navigating Fiduciary Duties in Private Company M&A

An analysis of the unique issues that arise in the context of acquisitions of private companies, including duties owed to and by holders of common and preferred stock, allocation of merger proceeds, the effect of deemed liquidation and drag-along provisions, and director duties to maintain the confidentiality of information. Also, a look into whether, or to what extent, fiduciary duties differ between acquisitions of private and public companies.

Byron F. Egan, Jackson Walker L.L.P. - Dallas, TX
Patricia O. Vella, Morris, Nichols, Arsht & Tunnell LLP - Wilmington, DE

11:45 am
Networking Luncheon

Buffet lunch included in registration.
Interact and network with faculty and fellow colleagues. 

Thursday Afternoon, Oct. 17, 2013

Presiding Officer:
Juan Francisco Torres Landa, Barrera, Siqueiros y Torres Landa, SC - Mexico, DF

12:30 pm

0.75 hr

Deal Structuring Developments

Current trends and practices with respect to alternative transactional structures, with focus on various options for the form of the deal and related documentation, governance, tax and accounting matters.

Neel Lemon, Baker Botts - Dallas, TX
Lisa Madden, KPMG LLP - Washington, DC
R. David Wheat, Thompson & Knight LLP - Dallas, TX

1:15 pm

1.00 hr

Confidentiality and Other Preliminary Agreements in the M&A Context: Building the Right Foundation for Today's Market

An examination of CAs, LOIs and other preliminary agreements, with attention to avoiding traps for the unwary, recent legal developments, and frequently negotiated issues.

Moderator:
John B. McKnight, Locke Lord LLP - Dallas, TX
Panelists:
Igor Kirman, Wachtell, Lipton, Rosen & Katz - New York, NY
Robert B. Little, Gibson, Dunn & Crutcher LLP - Dallas, TX

2:15 pm

0.75 hr

Winning Strategies in M&A Auctions

Leverage-creating strategies in auctions from the perspectives of both sellers and bidders.

Moderator:
Bruce A. Cheatham, Bracewell & Giuliani LLP - Dallas, TX
Panelists:
Rich Dell'Aquila, Parallel Investment Partners - Dallas, TX
Tom Spivey, Deloitte Corporate Finance LLC - Dallas, TX
Daniel E. Wolf, Kirkland & Ellis LLP - New York, NY

3:00 pm

1.00 hr

Purchase Price Adjustments in M&A

Practical considerations relating to the most common purchase price adjustment matters, negotiating and drafting issues relating to working capital adjustments so as to avoid post-closing disputes and other similar hot topics.

Ryan Burke, Ernst & Young LLP - Dallas, TX
Alan J. Perkins, Gardere Wynne Sewell LLP - Dallas, TX
Glenn D. West, Weil, Gotshal & Manges LLP - Dallas, TX

4:00 pm
3rd Annual Byron Egan Whiskey Tasting and Coffee Break

4:30 pm

1.00 hr
0.25 hr ethics

Termination—Breaking Up Is Hard to Do

Negotiation of key provisions of the acquisition agreement that define the scope of the buyer's walk rights, as well as the legal and practical issues that buyers must confront in exercising those walk rights, including a look at post-termination litigation scenarios.

Richard E. Climan, Weil, Gotshal & Manges LLP - Redwood City, CA
James R. Griffin, Weil, Gotshal & Manges LLP - Redwood City, CA

5:30 pm
Adjourn to Cocktail Reception

Friday Morning, Oct. 18, 2013

Presiding Officer:
Bas Vletter, Loyens & Loeff N.V. - New York, NY

8:00 am
Networking Continental Breakfast

Included in registration.

8:30 am

1.50 hrs

Trending Topics in Indemnification Negotiations

Risk allocation continues to be one of the most nuanced and important subjects in structuring M&A transactions. Review recent developments and trends in indemnification issues and learn what practitioners need to know in advising their clients in negotiations.

Moderator:
Timothy P. FitzSimons, Latham & Watkins LLP - Chicago, IL
Panelists:
Paul Koenig, Shareholder Representative Services LLC - Denver, CO
Stephen M. Kotran, Sullivan & Cromwell LLP - New York, NY
Craig A. Menden, Cooley LLP - Palo Alto, CA

10:00 am

0.75 hr

Middle Market M&A Outlook

Middle market M&A current conditions and outlook for 2H2013 and beyond.

Stephen M. Straty, Jefferies & Company, Inc. - Dallas, TX
Shawn D. Terry, MHT Partners, LP - Dallas, TX

10:45 am
Break

11:00 am

0.75 hr

Special Issues in Negotiating with Financial Sponsors

Buying businesses from or selling them to financial sponsors present certain considerations that are not common in other M&A transactions. The panelists describe and discuss these issues, including the role of debt and equity commitment letters, reverse termination fees, limitations on indemnification and other remedies, and regulatory commitments.

Moderator:
John Grimes, Duff and Phelps, LLC - Dallas, TX
Panelists:
Paul J. Shim, Cleary Gottlieb Steen & Hamilton LLP - New York, NY
P. Matt Zmigrosky, Akin Gump Strauss Hauer & Feld LLP - Dallas, TX

11:45 am

0.75 hr

Developments in Deal Litigation: A Litigator's Perspective

Shareholder suits in the wake of a merger announcement have become the rule rather than the exception. Learn how deal provisions are being challenged in litigation and how Courts are addressing those claims in Texas, Delaware and other jurisdictions, with a focus on how M&A attorneys can minimize litigation risk.

Moderator:
Noelle M. Reed, Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates - Houston, TX
Panelists:
John W. Bickel II, Bickel & Brewer, New York, NY and - Dallas, TX
Andrew M. Edison, Edison, McDowell & Hetherington LLP - Houston, TX

12:30 pm
Adjourn

UT Law CLE

2013 Mergers and Acquisitions Institute

Faculty

Conference Faculty

John W. Bickel II
Bickel & Brewer, New York, NY and
Dallas, TX
Ryan Burke
Ernst & Young LLP
Dallas, TX
Bruce A. Cheatham
Bracewell & Giuliani LLP
Dallas, TX
Wilson Chu
K&L Gates LLP
Dallas, TX
Richard E. Climan
Weil, Gotshal & Manges LLP
Redwood City, CA
Rich Dell'Aquila
Parallel Investment Partners
Dallas, TX
Andrew M. Edison
Edison, McDowell & Hetherington LLP
Houston, TX
Byron F. Egan
Jackson Walker L.L.P.
Dallas, TX
Sal Fira
Grant Thornton
Dallas, TX
Timothy P. FitzSimons
Latham & Watkins LLP
Chicago, IL
Larry E. Glasgow
Gardere Wynne Sewell LLP
Dallas, TX
James R. Griffin
Weil, Gotshal & Manges LLP
Redwood City, CA
John Grimes
Duff and Phelps, LLC
Dallas, TX
Thomas W. Hughes
Norton Rose Fulbright LLP
Dallas, TX
Jeffrey A. Jones
Blackhill Partners, LLC
Dallas, TX
Robert R. Kibby
Munsch Hardt Kopf & Harr, PC
Dallas, TX
Igor Kirman
Wachtell, Lipton, Rosen & Katz
New York, NY
Paul Koenig
Shareholder Representative Services LLC
Denver, CO
Stephen M. Kotran
Sullivan & Cromwell LLP
New York, NY
Neel Lemon
Baker Botts
Dallas, TX
Robert B. Little
Gibson, Dunn & Crutcher LLP
Dallas, TX
Lisa Madden
KPMG LLP
Washington, DC
John B. McKnight
Locke Lord LLP
Dallas, TX
Craig A. Menden
Cooley LLP
Palo Alto, CA
Kevin Miller
Alston + Bird LLP
New York, NY
Mark A. Morton
Potter Anderson & Corroon LLP
Wilmington, DE
Michael G. O'Bryan
Morrison & Foerster LLP
San Francisco, CA
Alan J. Perkins
Gardere Wynne Sewell LLP
Dallas, TX
Noelle M. Reed
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates
Houston, TX
Paul J. Shim
Cleary Gottlieb Steen & Hamilton LLP
New York, NY
Tom Spivey
Deloitte Corporate Finance LLC
Dallas, TX
Stephen M. Straty
Jefferies & Company, Inc.
Dallas, TX
Shawn D. Terry
MHT Partners, LP
Dallas, TX
Patricia O. Vella
Morris, Nichols, Arsht & Tunnell LLP
Wilmington, DE
Glenn D. West
Weil, Gotshal & Manges LLP
Dallas, TX
R. David Wheat
Thompson & Knight LLP
Dallas, TX
Daniel E. Wolf
Kirkland & Ellis LLP
New York, NY
P. Matt Zmigrosky
Akin Gump Strauss Hauer & Feld LLP
Dallas, TX

Planning Committee

Larry E. Glasgow—Co-Chair
Gardere Wynne Sewell LLP
Dallas, TX
Wilson Chu—Co-Chair
K&L Gates LLP
Dallas, TX
Nicholas V. Beare
Stephens Inc.
Dallas, TX
Bryan K. Brown
Thompson & Knight LLP
Houston, TX
Jeffrey A. Chapman
Gibson, Dunn & Crutcher
Dallas, TX
Richard E. Climan
Weil, Gotshal & Manges LLP
Redwood City, CA
R. Scott Cohen
Jones Day
Dallas, TX
Gemma L. Descoteaux
Polsinelli PC
Dallas, TX
Byron F. Egan
Jackson Walker L.L.P.
Dallas, TX
Sal Fira
Grant Thornton
Dallas, TX
David Hallett
Lazard Middle Market LLC
Minneapolis, MN
Tom D. Harris Jr.
Haynes and Boone, LLP
Dallas, TX
Thomas W. Hughes
Norton Rose Fulbright LLP
Dallas, TX
Jeffrey A. Jones
Blackhill Partners, LLC
Dallas, TX
Robert R. Kibby
Munsch Hardt Kopf & Harr, PC
Dallas, TX
Leon V. Komkov
Longroad Asset Management, LLC
Austin, TX
Neel Lemon
Baker Botts
Dallas, TX
John B. McKnight
Locke Lord LLP
Dallas, TX
Mark A. Morton
Potter Anderson & Corroon LLP
Wilmington, DE
Cookie F. Munson
Surveying And Mapping, Inc. (SAM, Inc.)
Austin, TX
Noelle M. Reed
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates
Houston, TX
Gregory J. Smith
The University of Texas School of Law
Austin, TX
Michelle M. Turner
The University of Texas School of Law
Austin, TX
Cliff W. Vrielink
Sidley Austin LLP
Houston, TX
Glenn D. West
Weil, Gotshal & Manges LLP
Dallas, TX
Sean T. Wheeler
Latham & Watkins LLP
Houston, TX

UT Law CLE

2013 Mergers and Acquisitions Institute

Credit Information

MCLE Credit

Texas
11.00 hrs  |  1.00 hrs Ethics
Additional Information
A Texas MCLE Reporting Form will be included in your course materials. Please complete and return to the registration desk and UT Law CLE will report credit on your behalf to the State Bar of Texas, or you can self-report your credit directly to the State Bar of Texas at texasbar.com. A Certificate of Attendance will be provided at the conference to keep for your records.  
California
11.00 hrs  |  1.00 hrs Ethics
Additional Information
At the conference, you will need to sign in on the Record of Attendance form at the registration desk. Self-report your CLE credit directly to the State Bar of California at calbar.ca.gov. You will receive a Certificate of Attendance at the conference to keep for your records. UT Law CLE will maintain Attendance Records for four years.  
New York
13.00 hrs  |  1.00 hrs Ethics
Additional Information
As The University of Texas School of Law is a State Bar of California approved MCLE provider (#1944), and the State Bar of California is a New York Approved Jurisdiction, our courses are approved for MCLE credit based on a 50-minute credit hour, and in accordance with the Program Rules and the Regulations and Guidelines of the New York State Continuing Legal Education Board. More information and details can be found at Section 6 of the Regulations and Guidelines.

At the conference, you will need to sign in on the Record of Attendance form at the registration desk. Self-report your CLE credit directly to the New York State Bar Association. You will receive a Certificate of Attendance at the conference to keep for your records. UT Law CLE will maintain Attendance Records for four years.  
Oklahoma
13.00 hrs  |  1.00 hrs Ethics
Additional Information
At the conference, you will need to sign in on the Record of Attendance form at the registration desk. You will receive a Certificate of Attendance at the conference to keep for your records. UT Law CLE will report credit on your behalf to the Oklahoma Bar Association within 30 days after the conference.
Other States
Note on Self-Reporting Your Credits in Another State
If you wish to satisfy MCLE or other professional education requirements in another state for a program offered by the University of Texas School of Law, please check with the state bar or other licensing authority in that state before taking the program to ensure it will qualify for self-reporting your credits.

Other Credit

TX Accounting CPE
13.00 hrs
Additional Information
The University of Texas School of Law (Provider #250) live conferences are presumptively approved by The Texas State Board of Public Accountancy for Texas Accounting CPE credit based on a 50-minute credit hour. Approved for general CPE credit only.

At the conference, you will need to sign in on the Accounting CPE Record of Attendance form at the registration desk. You will receive a Texas Accounting Certificate of Completion at the conference for your records. Self-report your CPE credit directly to TSBPA. UT Law CLE will maintain Attendance Records for four years.  

UT Law CLE

2013 Mergers and Acquisitions Institute

Key Dates

Dallas

  • Last day for Individual early registration: Oct 7, 2013
    Add $100 for registrations received after this time
  • Last day for In-House Counsel Special Price early registration: Oct 11, 2013
    Add $0 for registrations received after this time
  • Last day for cancellation (full refund): Oct 11, 2013
  • Last day for cancellation (partial refund): Oct 14, 2013
    $100 processing fee applied

UT Law CLE

2013 Mergers and Acquisitions Institute

Hotel / Venue

Dallas

The Ritz-Carlton

2121 McKinney Avenue
Dallas, TX
800.960.7082 (reservations)

Accommodations

Call 800.960.7082 or reserve online at www.ritzcarlton.com
(subject to availability)

Parking Information

Valet Parking Only: $15 day of event and $25 overnight

UT Law CLE

2013 Mergers and Acquisitions Institute

Sponsors