12^th Annual

Mergers and Acquisitions Institute

America's Premier Private M&A Conference

Dallas Oct 20-21, 2016 The Ritz-Carlton
Conference Concluded

Buy

Related products: eConference Materials

SPONSORS
Akin Gump Strauss Hauer & Feld LLP
Alston & Bird LLP
Andrews Kurth
Appleby
Arendt & Medernach (Luxembourg)
Baker Botts L.L.P.
Barnes & Thornburg LLP
Blackhill Partners, LLC
Blake, Cassels & Graydon LLP (Canada)
Citi Private Bank
Gardere Wynne Sewell LLP
Gibson, Dunn & Crutcher LLP
Gómez-Acebo & Pombo (Spain and Portugal)
Grant Thorton LLP
Haynes and Boone, LLP
Intelligize, Inc.
Kirkland & Ellis LLP
Loyens & Loeff (Netherlands)
Matheson (Ireland)
McDermott Will & Emery LLP
Morrison & Foerster LLP
Munsch Hardt Kopf & Harr, P.C.
Polsinelli PC
Practical Law
Selman Munson & Lerner, P.C.
Sidley Austin LLP
Skadden, Arps, Slate, Meagher & Flom LLP
Stikeman Elliot LLP (Canada)
Sullivan & Cromwell LLP
Thompson & Knight LLP
Vinson & Elkins LLP
Walkers
Wilmington Trust, N.A. Corporate Trust and Escrow Services
Weil, Gotshal & Manges LLP
Wells Fargo Bank, N.A. - Corporate Trust and Escrow Services

MEDIA PARTNERS
The Deal
Mergermarket

Download Brochure (PDF)

Overview

UT Law’s Mergers and Acquisitions Institute has gained a reputation among deal lawyers, corporate development officers, investment bankers, private equity investors, hedge fund managers and other legal and financial practitioners as the leading private M&A conference of its kind in the United States.

Now in its 12th year, this program examines the latest deal trends, structures, pitfalls and opportunities in M&A, includes nationally and internationally recognized speakers, and provides invaluable networking opportunities to network with leading M&A lawyers and corporate development officers in Texas and the Southwest.

Key reasons to attend:

Learn about developments in drag-alongs and other minority shareholder squeeze-out techniques
Gain insight from experienced practitioners in Texas Twists: An Essential Guide to Key Texas Law M&A Issues
Explore the challenges in structuring and executing growth equity deals
Rethink the common wisdom and revisit encrusted boilerplate language in M&A agreements
Learn how to structure energy deals amidst today’s price volatility
Explore the good, the bad, and the ugly of concepts and developments from public target deals that bleed into private target M&A
Hear the latest updates on Trending Issues in Negotiation of Indemnification Agreements

The combination of an excellent program with nationally recognized speakers, prestigious U.S. and international sponsors, Fletcher’s Texas State Fair famous corny dogs, the 6th annual whiskey tasting, invaluable networking opportunities, and much more, makes this a celebration you won't want to miss!

Event Schedule

Program is subject to change.
All times are Central Time Zone.

Day 1 October 20, 2016
Day 2 October 21, 2016

Time

Credit

Subject

Speaker
Thursday Morning, Oct. 20, 2016
Presiding Officers:
Frédéric Franckx, Loyens & Loeff (Netherlands) - Rotterdam, Netherlands
John Leopold, Stikeman Elliott LLP (Canada) - Montreal, Quebec, Canada
7:30 am

Registration Opens

Includes continental breakfast
8:15 am

Welcoming Remarks by Institute Co-Chairs

Wilson Chu, McDermott Will & Emery LLP - Dallas, TX
Larry E. Glasgow, Gardere Wynne Sewell LLP - Dallas, TX
8:30 am

1.00 hr

Winning Strategies for the Financial Buyer in Today’s Seller’s Market

It’s a seller’s market, with buyers plentiful and debt financing available at record low interest rates. What can financial buyers do to distinguish themselves from the pack?

Moderator:
Paul J. Shim, Cleary Gottlieb Steen & Hamilton LLP - New York, NY
Panelists:
Adam Fliss, TPG Capital - San Francisco, CA
David Hallett, Lazard Middle Market LLC - Minneapolis, MN
Michael A. Saslaw, Vinson & Elkins LLP - Dallas, TX
9:30 am

1.00 hr

Kicking and Screaming: Developments in Drag-Alongs and Other Minority Stockholder Squeeze-Out Techniques

A wide-ranging discussion, viewed from the standpoint of both the minority ownership and the majority ownership, on planning for, implementing and, as necessary, resolving disputes related to, situations involving minority ownership stakes. The panel will review recent developments in this area as well as current best practices in dealing with issues that range from orderly process to confrontation.

Moderator:
Larry E. Glasgow, Gardere Wynne Sewell LLP - Dallas, TX
Panelists:
Gemma L. Descoteaux, Polsinelli PC - Dallas, TX
Darren C. Hauck, Alston & Bird LLP - Dallas, TX
Robert B. Little, Gibson, Dunn & Crutcher LLP - Dallas, TX
Patricia O. Vella, Morris, Nichols, Arsht & Tunnell LLP - Wilmington, DE
10:30 am

Break

Thank You to Our Exclusive Sponsor
Wells Fargo Bank, N.A. - Corporate Trust and Escrow Services
10:45 am

1.00 hr

Key Issues in Structuring and Negotiating Growth Equity Investments

Growth equity—a cross between venture capital and buyouts—continues to gain favor as an emerging class of dealmaking opportunity. Explore the challenges in structuring and executing the growth equity deal that balances the entrepreneurial flavor of venture capital with the complexity of a buyout’s focus on companies with operating histories, complex capitalization, and often, international operations.

Moderator:
Christopher Torrente, Kirkland & Ellis LLP - New York, NY
Panelists:
Jeremiah Gordon, Google Capital - Mountain View, CA
Michael J. Kendall, Goodwin Procter LLP - Boston, MA
John P. Romney, Levine Leichtman Capital Partners - Dallas, TX
11:45 am

Pick Up Lunch

Included in registration
Thursday Afternoon, Oct. 20, 2016
Presiding Officers:
Rubén Ferrer, Gómez-Acebo & Pombo (Spain and Portugal) - New York, NY
Matthew L. Rush, Walkers (Cayman Islands) - George Town, Cayman Islands
LUNCHEON PRESENTATION
Thank You to Our Exclusive Sponsor

Wilmington Trust, N.A. Corporate Trust and Escrow Services
12:15 pm

0.50 hr

Texas Gunfights: A Backstage Pass to Recent High Profile M&A Cases in Texas

Behind every merger and acquisition, there's a story about how they came together and the lawyers who led them. Mark Curriden takes a peak behind the curtain and spills secrets in some of the biggest deals in Texas during the past few years.

Mark Curriden, The Texas Lawbook - Addison, TX
Moderator:
Wilson Chu, McDermott Will & Emery LLP - Dallas, TX
12:45 pm

Break
1:00 pm

1.00 hr

Public Company Creep

Explore the good, the bad, and the ugly of concepts and developments from public target deals that bleed into private target M&A.

Moderator:
Krishna Veeraraghavan, Sullivan & Cromwell LLP - New York, NY
Panelists:
Timothy P. FitzSimons, Jones Day - Chicago, IL
Michael G. O'Bryan, Morrison & Foerster LLP - San Francisco, CA
Claudia Simon, Schulte Roth & Zabel - New York, NY
2:00 pm

1.00 hr ethics

Negotiating Ethics?

When it comes to ethics in negotiations, it's anything but anything-goes. Could a tiny white lie here and a teeny puffing there mean the difference between getting the deal done and getting disbarred? This presentation addresses these questions and more as the speakers ask, "Are you smarter than a first-year associate?"

Wilson Chu, McDermott Will & Emery LLP - Dallas, TX
Barrett R. Howell, Bracewell - Dallas, TX
3:00 pm

0.75 hr

Texas Twists: An Essential Guide to Key Texas Law M&A Issues

Texas law governs many M&A agreements and differs in important respects from the laws of some other states. Hear experienced M&A lawyers address the latest Texas law on several recurring issues, including best efforts, choice of law and forum and jury trial waivers, common law fraud (including provisions to eliminate the element of reliance), implied covenant of good faith and fair dealing, fiduciary duties of directors, indemnification (including the express negligence doctrine), and sandbagging.

Moderator:
Byron F. Egan, Jackson Walker LLP - Dallas, TX
M. Preston Bernhisel, Baker Botts - Dallas, TX
Panelists:
Robert R. Kibby, Munsch Hardt Kopf & Harr, P.C. - Dallas, TX
Bradley L. Whitlock, Scheef & Stone, L.L.P. - Dallas, TX
3:45 pm

6th Annual Byron Egan Whiskey Tasting and Coffee Break

Join us for a tasting of Byron Egan's favorite Irish and Scotch whiskeys

Thank You to Our Exclusive Sponsor
Sullivan & Cromwell LLP
4:15 pm

1.25 hrs

Negotiating the Private Company Deal: A Mock Negotiation of Today’s—and Tomorrow’s—Hot Issues

Watch a mock negotiation highlighting key issues in private company deals.

Richard E. Climan, Weil, Gotshal & Manges LLP - Redwood City, CA
Joel I. Greenberg, Kaye Scholer LLP - New York, NY
5:30 pm

Adjourn
Cocktail Reception

Join us for drinks and hors d'oeuvres with program faculty and attendees

Thank You to Our Exclusive Sponsor
Munsch Hardt Kopf & Harr, P.C.

Time

Credit

Subject

Speaker
Friday Morning, Oct. 21, 2016
Presiding Officers:
Mark R. T. Adkins, Blake, Cassels & Graydon LLP (Canada) - New York, NY
Dylan Wiltermuth, Appleby (Grand Cayman) - Cayman Islands
7:30 am

Conference Room Opens

Includes continental breakfast
8:30 am

1.00 hr

Trending Issues in Negotiation of Indemnification Provisions

Risk allocation continues to be one of the most important and nuanced subjects in structuring private target M&A transactions. Review recent trends and developments in the indemnification arena and learn what practitioners need to know today and tomorrow.

Moderator:
Craig A. Menden, Cooley LLP - Palo Alto, CA
Panelists:
Elizabeth C. Brandon, Barnes & Thornburg LLP - Dallas, TX
Tom D. Harris Jr., Haynes and Boone, LLP - Dallas, TX
Jessica C. Pearlman, K&L Gates LLP - Seattle, WA
Mark S. Solomon, Andrews Kurth - Dallas, TX
9:30 am

1.00 hr

Encrusted Boilerplate in M&A Agreements: Rethinking the Common Wisdom

It is said that transactional lawyers only learn to practice law after they graduate from law school, and it is true that there have traditionally been few offerings in the "how" of practicing transactional law in law school. But it is also true that many practicing transactional lawyers believe they no longer need to read cases to practice, and instead rely upon forms handed down to them by their mentors. Explore some of the "encrusted boilerplate" often contained in form agreements many transactional lawyers use, without any conception of what some of this encrusted boilerplate actually means, as interpreted by the courts in recent caselaw.

Noelle M. Reed, Skadden, Arps, Slate, Meagher & Flom LLP - Houston, TX
Glenn D. West, Weil, Gotshal & Manges LLP - Dallas, TX
10:30 am

1.00 hr

From Peak to Trough: Structuring Energy Deals in a Volatile Market

Price volatility in the oil and gas industry is creating significant uncertainty and greatly impacting M&A decisions. Lawyers need to know how to structure deals in this unpredictable environment to mitigate client’s risk exposure and bridge this uncertainty. Hear first hand from investment bankers, private equity firms, and lawyers on the front lines, how deals are getting done and what not to do.

Moderator:
J. Holt Foster III, Thompson & Knight LLP - Dallas, TX
Panelists:
John Goodgame, Akin Gump Strauss Hauer & Feld LLP - Houston, TX
Paul E. Heath, Vinson & Elkins LLP - Dallas, TX
Jeff Jones, Blackhill Partners, LLC - Dallas, TX
Cliff W. Vrielink, Sidley Austin LLP - Houston, TX
Jeffrey A. Zlotky, NGP Energy Capital Management, LLC - Irving, TX
11:30 am

Adjourn

Day 1 October 20, 2016
Day 2 October 21, 2016

Download Schedule

Conference Faculty

M. Preston Bernhisel

Baker Botts
Dallas, TX

Elizabeth C. Brandon

Barnes & Thornburg LLP
Dallas, TX

Wilson Chu

McDermott Will & Emery LLP
Dallas, TX

Richard E. Climan

Weil, Gotshal & Manges LLP
Redwood City, CA

Mark Curriden

The Texas Lawbook
Addison, TX

Gemma L. Descoteaux

Polsinelli PC
Dallas, TX

Byron F. Egan

Jackson Walker LLP
Dallas, TX

Timothy P. FitzSimons

Jones Day
Chicago, IL

Adam Fliss

TPG Capital
San Francisco, CA

J. Holt Foster III

Thompson & Knight LLP
Dallas, TX

Larry E. Glasgow

Gardere Wynne Sewell LLP
Dallas, TX

John Goodgame

Akin Gump Strauss Hauer & Feld LLP
Houston, TX

Jeremiah Gordon

Google Capital
Mountain View, CA

Joel I. Greenberg

Kaye Scholer LLP
New York, NY

David Hallett

Lazard Middle Market LLC
Minneapolis, MN

Tom D. Harris Jr.

Haynes and Boone, LLP
Dallas, TX

Darren C. Hauck

Alston & Bird LLP
Dallas, TX

Paul E. Heath

Vinson & Elkins LLP
Dallas, TX

Barrett R. Howell

Bracewell
Dallas, TX

Jeff Jones

Blackhill Partners, LLC
Dallas, TX

Michael J. Kendall

Goodwin Procter LLP
Boston, MA

Robert R. Kibby

Munsch Hardt Kopf & Harr, P.C.
Dallas, TX

Robert B. Little

Gibson, Dunn & Crutcher LLP
Dallas, TX

Craig A. Menden

Cooley LLP
Palo Alto, CA

Michael G. O'Bryan

Morrison & Foerster LLP
San Francisco, CA

Jessica C. Pearlman

K&L Gates LLP
Seattle, WA

Noelle M. Reed

Skadden, Arps, Slate, Meagher & Flom LLP
Houston, TX

John P. Romney

Levine Leichtman Capital Partners
Dallas, TX

Michael A. Saslaw

Vinson & Elkins LLP
Dallas, TX

Paul J. Shim

Cleary Gottlieb Steen & Hamilton LLP
New York, NY

Claudia Simon

Schulte Roth & Zabel
New York, NY

Mark S. Solomon

Andrews Kurth
Dallas, TX

Christopher Torrente

Kirkland & Ellis LLP
New York, NY

Krishna Veeraraghavan

Sullivan & Cromwell LLP
New York, NY

Patricia O. Vella

Morris, Nichols, Arsht & Tunnell LLP
Wilmington, DE

Cliff W. Vrielink

Sidley Austin LLP
Houston, TX

Glenn D. West

Weil, Gotshal & Manges LLP
Dallas, TX

Bradley L. Whitlock

Scheef & Stone, L.L.P.
Dallas, TX

Jeffrey A. Zlotky

NGP Energy Capital Management, LLC
Irving, TX

Planning Committee

Wilson Chu—Co-Chair

McDermott Will & Emery LLP
Dallas, TX

Larry E. Glasgow—Co-Chair

Gardere Wynne Sewell LLP
Dallas, TX

Elizabeth C. Brandon

Barnes & Thornburg LLP
Dallas, TX

Richard E. Climan

Weil, Gotshal & Manges LLP
Redwood City, CA

Samantha Hale Crispin

Baker Botts L.L.P.
Dallas, TX

Gemma L. Descoteaux

Polsinelli PC
Dallas, TX

Byron F. Egan

Jackson Walker LLP
Dallas, TX

Sal Fira

Grant Thornton LLP
Dallas, TX

Timothy P. FitzSimons

Jones Day
Chicago, IL

J. Holt Foster III

Thompson & Knight LLP
Dallas, TX

Tom D. Harris Jr.

Haynes and Boone, LLP
Dallas, TX

Thomas W. Hughes

Norton Rose Fulbright
Dallas, TX

Jeff Jones

Blackhill Partners, LLC
Dallas, TX

Robert R. Kibby

Munsch Hardt Kopf & Harr, P.C.
Dallas, TX

Robert B. Little

Gibson, Dunn & Crutcher LLP
Dallas, TX

Cookie F. Munson

Surveying And Mapping, LLC (SAM, LLC)
Austin, TX

Noelle M. Reed

Skadden, Arps, Slate, Meagher & Flom LLP
Houston, TX

Rhett A. Van Syoc

Kirkland & Ellis LLP
Houston, 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

Credit Info

Dallas

MCLE Credit

Texas – 10.50 hrs | 1.00 hrs Ethics

You may claim your credit online in Your Briefcase, and UT Law CLE will report credit on your behalf to the State Bar of Texas. A Certificate of Attendance will be provided in Your Briefcase for your records. The system reports Texas CLE credit every Tuesday. If you are claiming credit in the last week of your birth month, self-report your CLE credit directly to the State Bar of Texas at texasbar.com, using the course number provided on your certificate of attendance.

California – 10.50 hrs | 1.00 hrs Ethics

You must claim your credit online in Your Briefcase, and will then be provided a Certificate of Attendance for your records. UT Law CLE is required to provide the State Bar with electronic attendance records for any MCLE participatory activity within 60 days of completion of the activity. The California licensee is responsible for reporting their compliance/credit hours earned to the State Bar at the end of their reporting period directly to the State Bar of California at calbar.ca.gov. UT Law CLE will maintain Attendance Records for four years.

Delaware – 10.00 hrs | 1.00 hrs Ethics

No Additional Credit Information.

Illinois – Expected – 9.25 hrs | 0.75 hrs Ethics

Within 10 days of the conference you must claim and certify your credit online in Your Briefcase, then you will be provided a Certificate of Attendance for your records. UT Law CLE will verify the number of Illinois attorneys in attendance within 10 days after the conference and will report your credit to the MCLE Board of the Supreme Court of Illinois. Failure to submit your credit within 10 days may result in attendance not being reported or may result in additional fees being assessed to you for credit reporting. UT Law CLE will maintain Attendance Records for four years.

Indiana – 10.00 hrs | 1.00 hrs Ethics

At the conference, you will need to sign in on the Record of Attendance form at the registration desk. UT Law CLE will report credit on your behalf to the Indiana Commission for Continuing Legal Education within 30 days after the conference. You will receive a Certificate of Attendance at the conference to keep for your records.

New Jersey – 12.00 hrs | 1.00 hrs Ethics

As The University of Texas School of Law is a State Bar of Texas approved MCLE provider (Sponsor #13), our courses are presumptively approved for MCLE credit based on a 50-minute credit hour, and in accordance with the Regulations of the Supreme Court of New Jersey Board on Continuing Legal Education. More information and details can be found in the Board of Continuing Legal Education Regulations (PDF).

At the conclusion of the conference you will need to claim and certify your credit online, in your UTCLE "Briefcase", you will then be provided a certificate of attendance . Self-report your CLE credit directly to the Supreme Court of New Jersey Board on Continuing Legal Education. UT Law CLE will maintain Attendance Records for four years.

New York – 12.50 hrs | 1.00 hrs Ethics

As The University of Texas School of Law is a Oklahoma Bar Association presumptively approved MCLE provider (#169), and Oklahoma is a New York Approved Jurisdiction on List A, 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 (PDF).

You must claim and certify your credit online in your UTCLE "Briefcase", and will then be provided a Certificate of Attendance for your records. Self-report your CLE credit directly to the New York State Bar Association. UT Law CLE will maintain Attendance Records for four years.

Oklahoma – 11.50 hrs | 1.00 hrs Ethics

You must claim and certify your credit online in Your Briefcase, then you will then be provided a Certificate of Attendance for your records. UT Law CLE will report credit on your behalf to the Oklahoma Bar Association within 30 days after the conference.

Pennsylvania – Expected – 9.00 hrs | 1.00 hrs Ethics

UT Law CLE is an approved provider of Pennsylvania credit, sponsor #236. You must claim your credit online in Your Briefcase, and will then be provided a Certificate of Attendance for your records. Attorney attendance will be reported to Pennsylvania within 2 weeks after credit is claimed and submit. Attorneys are not able to report this credit on their own, and UT Law CLE pays all associated fees for the credit hours. Contact us at accreditation@utcle.org if you have additional questions.

Other Credit

TX Accounting CPE – 12.50 hrs

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 are welcome to sign in on the Accounting CPE Record of Attendance form at the registration desk, but we are now reporting all credit online. You will receive a Texas Accounting Certificate of Completion in Your Briefcase. Self-report your CPE credit directly to TSBPA. UT Law CLE will maintain Attendance Records for four years.

Contact us at accreditation@utcle.org if you have additional questions.

Key Dates

Dallas – Oct 20-21, 2016 – The Ritz-Carlton

Conference Concluded

Buy

Dallas

Individual
Last day for $725.00 Regular pricing: Oct 12, 2016

$825.00 for registrations received after this time

Group (5 registrants minimum)
Last day for $655.00 Regular pricing: Oct 12, 2016

$755.00 for registrations received after this time

Group (10 registrants minimum)
Last day for $580.00 Regular pricing: Oct 12, 2016

$680.00 for registrations received after this time

Last day for cancellation (full refund): Oct 14, 2016

$50 processing fee applied after this date

Last day for cancellation: Oct 17, 2016

Venue

The Ritz-Carlton

2121 McKinney Avenue
Dallas, TX
800.960.7082 (reservations)

Accommodations

$399 room rate good through September 19, 2016 (subject to availability).

Parking Information

Valet parking only: $17 daily, $27 overnight

Our Sponsors

Thank you to our sponsors! Click each logo below to learn more.

Munsch Hardt Kopf & Harr, P.C.

Munsch Hardt Kopf & Harr, P.C., is a Texas-based, mid-sized commercial law firm with more than 115 attorneys in Dallas, Houston and Austin. From corporate transactions to dispute resolution, Munsch Hardt provides wide-ranging legal expertise to its clients, navigating each step with in-depth knowledge and responsive action. Munsch Hardt attorneys are known for having large law firm backgrounds and providing clients with a personal and focused approach.
munsch.com
Sullivan & Cromwell LLP

Sullivan & Cromwell LLP provides the highest quality legal advice and representation to clients around the world. The results the firm achieves have set it apart for more than 130 years and have become a model for the modern practice of law. Today, S&C is a leader in each of its core practice areas and in each of its geographic markets.

Clients of the firm are nearly evenly divided between U.S. and non-U.S. entities. They include industrial and commercial companies; financial institutions; private funds; governments; educational, charitable and cultural institutions; and individuals, estates and trusts. S&C’s client base is exceptionally diverse, a result of the firm’s extraordinary capacity to tailor work to specific client needs.

S&C comprises approximately 800 lawyers who serve clients around the world through a network of 12 offices, located in leading financial centers in Asia, Australia, Europe and the United States. The firm is headquartered in New York.

sullcrom.com
Wilmington Trust, N.A. Corporate Trust and Escrow Services

At Wilmington Trust, we look at every deal as a unique opportunity—and also employ a solution-driven model—a strategy that with our flexibility and responsiveness will foster a seamless execution of each M&A project, whether in our capacity as escrow, paying, exchange, or tender agent.

Through our strong operational platform you experience efficient payments, flexible agreement review, paperless closings, and customized reporting. Our job is to make the escrow/paying agent process easy and efficient; that’s why our relationship managers are specialized in M&A and are empowered to move your deal along. Contact us to see how we can make a difference in your transaction. Visit www.wilmingtontrust.com to learn more. wilmingtontrust.com
Appleby

Appleby is one of the world’s leading offshore law firms with approximately 470 people, including 60 partners, operating from 10 offices around the globe. We advise global public and private companies, financial institutions, and high net worth individuals, working with them and their advisers to achieve practical solutions, whether in a single location or across multiple jurisdictions.

Appleby has been ranked as one of the world’s largest providers of offshore legal services in The Lawyer’s 2016 Offshore Survey and consistently deliver sophisticated, specialized services. applebyglobal.com
Wells Fargo Bank, N.A. - Corporate Trust and Escrow Services

At Wells Fargo Corporate Trust Services, we take the time to learn your needs and build a personalized suite of services to simplify your transaction. Our deal team provides the professionalism you expect, backed by the knowledge, stability, and reputation of Wells Fargo. Whether you need an M&A escrow agent, corporate debt trustee, 1031 like-kind exchange, or an insurance-related trust, our team can help you.”

wellsfargo.com/corporatetrust
Akin Gump Strauss Hauer & Feld LLP

Akin Gump Strauss Hauer & Feld LLP is a leading global law firm providing innovative legal services and business solutions to individuals and institutions. We are one of the world’s largest law firms, with more than 900 lawyers and professionals in 21 offices. Our firm’s clients range from individuals to corporations and foreign governments. We were founded in Texas in 1945 by Robert Strauss and Richard Gump, with the guiding vision that commitment, excellence and integrity would drive the success of the firm. We incorporated those qualities into the firm’s core values as we grew into an international full-service firm positioned at the intersection of commerce, policy and the law. Our goal in every engagement is to offer a level of client service that not only meets but anticipates our clients’ needs and exceeds their expectations. From reputational defense of headline-makers to down- and midstream energy investments, from precedential class action dismissals to protection of terrorism’s victims, we serve clients in over 85 practices that range from the traditional, such as litigation and corporate, to the contemporary, such as climate change and national security. Our lawyers, many of them with years of experience in the boardroom, on the bench and in the halls of government, collaborate across borders and practice areas to provide comprehensive counsel.
www.akingump.com
Alston & Bird LLP

Alston & Bird is a leading national law firm whose core practice areas are corporate, intellectual property, complex litigation and tax, with national industry focuses that include financial services, technology, health care, manufacturing, life sciences and energy. The firm has built a reputation as one of the country’s best employers, appearing on Fortune magazine’s ranking of the "100 Best Companies to Work For" 17 consecutive years, an unprecedented accomplishment among law firms in the United States. The firm has offices in Atlanta, Beijing, Brussels, Charlotte, Dallas, Los Angeles, New York, Research Triangle, Silicon Valley and Washington, D.C.
alston.com
Andrews Kurth

Since 1902, Andrews Kurth has built its practice on the belief that “straight talk is good business.” Real answers, clear vision and mutual respect define the firm’s relationships with clients, colleagues, communities and employees. With nearly 430 attorneys and 11 locations worldwide, Andrews Kurth represents a wide array of clients in multiple industries. For more information about Andrews Kurth, please visit andrewskurth.com.
andrewskurth.com
Arendt & Medernach (Luxembourg)

Arendt & Medernach is a leading independent business law firm in Luxembourg. The firm’s international team of more than 285 legal professionals represents Luxembourg and foreign clients in all areas of Luxembourg business law from its head office in Luxembourg and its foreign offices in Dubai, Hong Kong, London, Moscow, New York and Paris. The firm strives for excellence in order to achieve the best results for clients and always looks for creative solutions. Its specialized practice areas allow it to offer a complete range of Luxembourg legal services tailored to the client’s individual needs across all areas of business law.

The NY office deals predominantly with US multinational companies, fund promoters, private equity players and law firms. With its New York office, Arendt & Medernach not only manages to bridge the time zone gap between Europe and the US, but most importantly also contributes to bridging a cultural gap through proximity and its ability to experience market trends first-hand and better understand the needs of clients. The New York office has operational capabilities for transactional, fund formation and tax matters.
arendt.com
Baker Botts L.L.P.

Baker Botts is a globally respected law firm with 725 lawyers and 14 international offices. We are driven by the highest ethical and professional standards. This professionalism, combined with industry knowledge and insights and our understanding of the law, helps us to deliver effective, innovative solutions for our clients.

For more than 175 years, Baker Botts has delivered results-oriented services, establishing us as a leading law firm. Our reputation is complemented by our leadership in government, the judiciary and our communities. Regardless of size, sector or jurisdiction of a client, our commitment is to help achieve their business objectives. bakerbotts.com
Barnes & Thornburg LLP

With more than 600 legal professionals, Barnes & Thornburg LLP is one of the largest law firms in the country. We have a deep bench of attorneys who practice in areas such as business transactions, M&A, financings, corporate ownership and governance, litigation, compliance, bankruptcy and reorganization, and intellectual property from offices in Dallas and in 12 other U.S. cities. Going the extra mile to help you with your complex legal needs. Find out more at btlaw.com www.btlaw.com
Blackhill Partners, LLC

Headquartered in Dallas, Texas, Blackhill Partners, LLC is an investment bank specializing in complex situations. Blackhill’s professionals have advised Fortune 500 and middle-market companies on over $100 billion of mergers, acquisitions, financings and restructurings across a broad range of industries, with particular depth in energy and industrial businesses.
bhpllc.com
Blake, Cassels & Graydon LLP (Canada)

For more than 150 years, Blakes has proudly served many of Canada's and the world's leading businesses and organizations. The firm has built a reputation during that time as both a leader in the business community and in the legal profession. In 2015, Blakes garnered the highest number of rankings in Canada by Chambers Global and was named "Canada Law Firm of the Year" for the seventh consecutive year by Who's Who Legal. We also consistently rank as one of the top Canadian firms on the Bloomberg, Thomson Reuters and mergermarket M&A league tables in terms of transactional value or number of deals for Canadian announced transactions. We have more than 550 lawyers in offices in Montréal, Ottawa, Toronto, Calgary, Vancouver, New York, London, Bahrain, Beijing and associated offices in Al-Khobar and Shanghai. Serving a diverse national and international client base, our integrated office network provides clients with access to the firm's full spectrum of capabilities in virtually every area of business law. Whether an issue is local or multi-jurisdictional, practice-area specific or interdisciplinary, Blakes handles transactions of all sizes and levels of complexity.
blakes.com
Citi Private Bank

Trusted by AmLaw’s top ranked firms, Citi Private Bank Law Firm Group has provided customized financial strategies and tailored advice to the legal industry for over 45 years. We understand the complex investment, banking and cash flow requirements of law firms and legal professionals and, today, more than 650 law firms and 40,000 attorneys rely on the insights and experience of our dedicated Private Bankers and seasoned professionals across the US and UK. We are also grateful to our clients for voting us, for the second consecutive year, winner of the Best of National Law Journal awards for Attorney escrow services, Business bank, Private banking services, and Wealth management/financial asset advisory provider. citiprivatebank.com
Gardere Wynne Sewell LLP

Gardere's mergers and acquisitions lawyers have a well-deserved reputation not only for getting transactions closed for buyers and sellers, but also for ensuring that clients get the deal they expected – with no surprises. Clients regularly comment on our sense of urgency, our knowledge of important markets, the hands-on involvement of Gardere partners and our value-driven rate structure. Whether the deal is small, involves a public or private middle-market client, or is a headline-making transaction, we have a culture that fosters timely access to senior decision-makers. Gardere clients know that their deal will keep moving forward with certainty and precision.
gardere.com
Gibson, Dunn & Crutcher LLP

Gibson Dunn is a full-service law firm with over 1,200 lawyers in 19 offices worldwide. The American Lawyer ranked the firm second on its 2015 A-List, its most prestigious survey, featuring “the best of the best in the already exclusive world of Am Law 200 law firms.” Law360 named us to its inaugural list of Texas Powerhouses, firms established as forces to be reckoned with in Texas in 2014 and as one of its eight 2015 Texas Powerhouses. Our transactional lawyers have handled some of the largest and most complex matters in the world, and we have extensive experience in all types of domestic and cross-border M&A transactions. Our clients include most of the Fortune 100 and more than half of the Fortune 500 companies. Our Texas Corporate/M&A practice is led by the firm’s global M&A co-chair and has been recognized by Chambers USA. We are a recognized leader in representing companies ranging from start-up ventures to multinational corporations in all major industries.
gibsondunn.com
Gómez-Acebo & Pombo (Spain and Portugal)

Gómez-Acebo & Pombo is a leading full-service law firm in Spain and Portugal, with international offices in Brussels, London and New York. With over 280 lawyers and 44 years of experience, Gómez-Acebo & Pombo is regarded as one of the most prestigious firms on the Iberian Peninsula assisting international clients on cross-border transactions. Our practice is based on delivering top quality work and providing unparalleled availability and partners’ hands-on involvement. We strive for long-standing relationships and pride ourselves on our ironclad ethics. The New York office of Gómez-Acebo & Pombo specializes in M&A and focuses on advising U.S. companies doing business in Spain and Portugal.
www.gomezacebo-pombo.com
Grant Thornton LLP

Grant Thornton LLP offers private equity firms and corporate acquirers a broad array of M&A advisory services tailored to their individual needs and goals. Our professionals are responsive and dedicated, with strong experience in audit, tax, transaction and other advisory services. More importantly, we bring valuable ideas and insights to help you achieve your objectives. With 50 offices in the United States and Grant Thornton International member firm offices in more than 100 countries across the globe, we can work where you are, and where you want to be, to help you build and realize exceptional value. Visit us at grantthornton.com/dallas or call Eric Burgess at 214.561.2415 for more information.
grantthornton.com
Haynes and Boone, LLP

Haynes and Boone’s M&A practice group works with public and private companies of all sizes in a broad range of industries, advising businesses, financial institutions and private equity firms on strategic, financial, defensive, and growth-oriented transactions, and finding practical, cost-effective solutions to difficult problems. Haynes and Boone is one of the nation’s largest law firms with offices in Texas, New York, Washington, DC, California, Colorado, Illinois, Mexico City, and Shanghai.

haynesboone.com
Intelligize, Inc.

Intelligize is a leading provider of web-based tools that help corporations, accounting firms and law firms more efficiently research, prepare and draft SEC filings, corporate transactions and various agreements within a fast-changing regulatory environment. Through powerful search, filter, compare and analyze capabilities, its suite of applications is designed to help customers cut down on the amount of time and effort it takes to move through the SEC compliance and review process. Headquartered in New York, Intelligize serves Fortune 500 companies, such as Chevron, IBM, Microsoft, Verizon and Wal-Mart, as well as the majority of top global accounting and law firms.
www.intelligize.com
Kirkland & Ellis LLP

Kirkland & Ellis is one of the world’s leading law firms, with approximately 1,700 lawyers practicing from twelve offices in the United States, Europe and Asia. Our clients and experience cut across every major industry and discipline. Clients around the globe call upon Kirkland to handle their most important and complex corporate, litigation, intellectual property and restructuring matters.

Kirkland’s principal goals are to provide the highest quality legal services available anywhere; to be an instrumental part of each client’s success; and to recruit, retain and advance the brightest legal talent. Our Firm seeks long-term, partnering relationships with clients, to the end of providing the best total solution to the client’s legal needs. Kirkland stresses—and clients rightfully expect—good results. To that end, our Firm employs innovative, pragmatic strategies and hard work to ensure that our clients’ legal needs are met. kirkland.com
Loyens & Loeff (Netherlands)

Loyens & Loeff is an independent law firm with major offices in Belgium, the Netherlands and Luxembourg, commonly referred to as the Benelux. The firm has an integrated legal and tax practice with more than 850 legal and tax experts worldwide. In addition to the Benelux offices, our offices are located in major international financial centres including New York, London, Paris, Zurich, Singapore, Tokyo and Dubai. In the Benelux, Loyens & Loeff is leading in M&A and private equity, has a strong capital markets practice and banking & finance practice, in addition to a full service corporate and commercial litigation practice. Our integrated legal and tax approach is unmatched by any firm in our home market. Our almost 400 tax experts have consistently made us the tax law firm to go to in the Benelux. Our integrated practice model is mirrored in our New York office. Twelve lawyers and tax experts advise clients from the U.S., Canada and Latin America on M&A, international tax structuring, banking and general corporate matters, mostly on Netherlands and Luxembourg law.
loyensloeff.com
Matheson (Ireland)

Matheson’s primary focus is on serving the Irish legal needs of international companies and financial institutions doing business in and through Ireland. Our clients include over half of the Fortune 100 companies. We also advise 7 of the top 10 global technology brands and over half of the world’s 50 largest banks.

We have more than 600 people across our four offices—in Dublin, London, New York and Palo Alto—including over 350 lawyers and 75 partners. Matheson is the only Irish law firm commended by the Financial Times for innovation in corporate law, finance law and corporate strategy.

www.matheson.com/
McDermott Will & Emery LLP

McDermott Will & Emery is a premier international law firm with a diversified business practice. Numbering more than 1,000 lawyers, we have offices in Boston, Brussels, Chicago, Dallas, Düsseldorf, Frankfurt, Houston, London, Los Angeles, Miami, Milan, Munich, New York, Orange County, Paris, Rome, Seoul, Silicon Valley and Washington, D.C. Further extending our reach into Asia, we have a strategic alliance with MWE China Law Offices in Shanghai.

Our firm has more than 80 years of experience serving a broad range of client interests. Our diversified business practice enables us to represent a wide range of commercial, industrial and financial enterprises, both publicly and privately held. Our clientele include some of the world’s largest corporations, small and medium-sized businesses, and individuals. Outstanding client service is a cornerstone of our practice that has withstood the test of geography, economy and time. We are proud of the recognition we have received from our clients for our commitment to service, and we value their satisfaction as the best measure of our success.
mwe.com
Mergermarket

Mergermarket is an independent Mergers and Acquisitions (M&A) intelligence and data service with an unrivalled network of over 500 dedicated M&A journalists based in over 60 locations across the Americas, Europe, Asia-Pacific, the Middle-East and Africa. Unlike any other service of its kind, Mergermarket specializes in providing forward-looking intelligence and deal flow opportunities integrated with a comprehensive deals database—resulting in real revenues for clients.
www.mergermarket.com
Morrison & Foerster LLP

Morrison & Foerster is a leading full-service law firm, with a global network of 17 offices located in key technology and financial centers in the U.S., Asia, and Europe. The firm has been named to the prestigious American Lawyer “A-List” for 12 consecutive years, and we are widely recognized for our top-tier transactional practice. Though we advise clients operating in a broad range of sectors, our M&A practice is well known for handling some of the most high-profile and sophisticated deals in the technology space. We advise on the full spectrum of M&A matters, with particularly deep experience on complex cross-border transactions. The depth and breadth of our practice reflects the dynamic nature of our clients, which include Fortune 500 companies, private equity sponsors, investment banks, and privately held companies.

mofo.com
Polsinelli PC

Polsinelli’s Mergers, Acquisitions and Divestitures practice closes deals. Spanning multiple industries, our attorneys complete transactions for private and public companies. We work collaboratively with in-house personnel and coordinate efforts with clients’ investment bankers, local and foreign counsel, accounting firms and other advisers to provide high-caliber, integrated legal advice covering all areas needed for a seamless negotiation and closing process. By taking the time to understand the economic and value-related consequences singular to our clients’ business transactions, our practice works to protect interests and lead in the navigation of a full range of deal options. Ranked by Chambers USA in (Corporate/M&A) - 2016.

Polsinelli is an Am Law 100 firm with more than 800 attorneys in 19 offices, serving corporations, institutions, and entrepreneurs nationally. Ranked in the top five percent of law firms for client service*, the firm has risen more than 50 spots over the past five years in the Am Law 100 annual law firm ranking. Polsinelli attorneys provide practical legal counsel infused with business insight, and focus on health care, financial services, real estate, intellectual property, mid-market corporate, and business litigation. Polsinelli attorneys have depth of experience in 100 service areas and 70 industries. The firm can be found online at www.polsinelli.com. Polsinelli PC. In California, Polsinelli LLP. (* 2016 BTI Client Service A-Team Report)
polsinelli.com
Practical Law

Practical Law provides legal know-how that gives lawyers a better starting point. Our expert team of attorney editors creates and maintains thousands of up-to-date, practical resources so you don’t have to. We go beyond primary law and traditional legal research to give lawyers the resources needed to practice more efficiently, improve client service and add more value. Our job is to make you better at yours. To request your free trial, please visit practicallaw.com.
us.practicallaw.com
Selman Munson & Lerner, P.C.

Selman Munson counsels small and middle market clients in the sale and purchase of businesses in the oilfield service, healthcare, technology, finance and manufacturing industries. The firm advises clients on tax, securities, international transactions, employee benefits, environmental, real estate and corporate finance matters. The firm typically helps clients in acquisitions, complex corporate transactions, spin-offs of subsidiaries, public and private financings, leveraged buyouts and international subsidiary sales.
selmanmunson.com
Sidley Austin LLP

Sidley provides a broad range of legal services to meet the needs of our diverse client base. The strategic establishment of our offices in the key corporate and financial centers of the world has enabled us to represent a broad range of clients that includes multinational and domestic corporations, banks, funds and financial institutions.

Sidley has a broad transactional practice. Major practice disciplines include corporate and securities, mergers and acquisitions, securitization, intellectual property, funds and other pooled investments, bankruptcy and corporate reorganization, bank and commercial lending, real estate, project finance, tax and employee benefits, as well as trusts and estates.

We offer clients extensive litigation experience in trial, appellate and arbitration matters spanning virtually every area of substantive law. Main practice areas include general and commercial litigation, regulatory and financial litigation, antitrust, white collar criminal defense, environmental, life sciences, patent and other intellectual property litigation, product liability and mass tort litigation, international commercial arbitration and dispute resolution, and international trade law.

Sidley’s regulatory practice in Washington, D.C., Brussels and elsewhere provides communications, energy, environmental, food, drug and device, healthcare, insurance, financial institutions and securities regulatory services to our clients in virtually every major industry, especially those industries that have been strictly regulated worldwide, such as the life sciences, energy, telecommunications and financial industries. We are one of only a few U.S. law firms with a continuous presence in Asia for the past 30 years. During that time, we have earned a reputation among our clients and industry publications as a leading law firm in the Asia Pacific region.

sidley.com
Skadden, Arps, Slate, Meagher & Flom LLP

With approximately 1,700 attorneys in 23 offices on five continents, Skadden serves clients in every major financial center. Our strategically positioned U.S. and international locations allow us proximity to our clients and their operations and ensure a seamless and unified approach at all times. For more than 60 years, Skadden has provided legal services to the business, financial and governmental communities around the world in a wide range of high-profile transactions, regulatory matters, and litigation and controversy issues. Our clients range from a variety of small, entrepreneurial companies to a substantial number of the 500 largest U.S. corporations and many of the leading global companies. We have represented numerous governments, many of the largest banks — including virtually all of the leading investment banks — and major insurance and financial services companies. The firm has more than 50 practice areas and advises clients in matters involving, among others, mergers and acquisitions, litigation and arbitration, corporate finance, corporate restructuring, securities law, banking, project finance, energy, antitrust, tax and intellectual property.
skadden.com
Stikeman Elliott LLP (Canada)

Stikeman Elliott is recognized internationally for the sophistication of its business law practice. It frequently ranks as a top firm in domestic and international M&A, capital markets and corporate-commercial law by industry league tables and directories, and is widely regarded as a leader in business litigation. Its other areas of expertise include banking and finance, restructuring, competition/antitrust, real estate, tax, labour and employment, and intellectual property. The firm has developed in-depth knowledge of a wide range of industries including energy, mining, financial services, insurance, infrastructure, retail, telecommunications and technology. Located in Montréal, Toronto, Ottawa, Calgary and Vancouver, its Canadian offices are among the leading practices in their respective jurisdictions. Stikeman Elliott is also prominent internationally, with a longstanding presence in New York, London and Sydney and extensive experience in the U.S., Europe, China, South and Southeast Asia as well as in Latin America, the Caribbean, North Africa and Sub-Saharan Africa.
stikeman.com
Walkers

Walkers is a leading International Financial Centre law firm specialising in the laws of the British Virgin Islands, Bermuda Cayman Islands, Ireland and Jersey. Walkers focuses on corporate and international finance law with an emphasis on investment funds, private equity and structured products and capital markets. Our firm delivers clear, concise and practical advice based on an in-depth knowledge of the legal, regulatory and commercial environment. We are experienced in all types of international and cross-border transactions and are committed to developing close working relationships with our clients and their professional advisers.

walkersglobal.com
The Deal

The Deal is a media and technology company providing over 100,000 users with actionable ideas from its two services – The Deal & BoardEx. Law firms, investment banks, private equity firms and hedge funds use The Deal service to find their next deal and BoardEx to connect the dots between their organizations and clients. The Deal has offices in New York, London, Washington, DC, Petaluma, CA and Chennai, India.
thedeal.com
Thompson & Knight LLP

Established in 1887, Thompson & Knight today is a law firm of approximately 300 attorneys with U.S. offices in Texas, New York, and California and international offices and associations in the Americas, North Africa, and Europe. Thompson & Knight's Corporate and Securities Practice Group has a breadth of expertise that covers the entire range of corporate and securities matters. Our attorneys represent businesses and investors in all aspects of mergers and acquisitions, consolidations, combinations, and asset sales. We advise the executives, boards of directors and special committees, investment bankers, financial institutions, and investors of acquiring companies and target companies, including public and private corporations and partnerships, limited liability companies, and other business entities.

tklaw.com
Vinson & Elkins LLP

Vinson & Elkins is a leading international law firm for complex transactional, regulatory and dispute resolution matters. In our nearly 100-year history, we have earned a reputation as the preeminent firm serving the energy and natural resources industry. Worldwide, our nearly 645 lawyers assemble multidisciplinary, industry-focused teams to help clients manage their legal and regulatory responsibilities. Our 15 offices are located in energy hubs, financial centers and political capitals globally.
velaw.com
Weil, Gotshal & Manges LLP

With approximately 1,000 lawyers in 20 offices across the United States, Europe and Asia, including Dallas and Houston, Weil operates according to the “one firm” principle, allowing us to bring the right mix of firmwide skill and local-market presence to deliver the coordinated legal advice necessary to help our clients achieve their sophisticated goals and objectives. Founded in 1931, Weil has been a preeminent provider of legal services for more than 80 years.

Weil regularly advises on the largest and most complex corporate transactions in the world. Our many practice areas offer recognized depth and quality across borders and legal disciplines, and we serve a wide range of corporate, private equity and financial institutions clients. We consistently receive accolades and recognitions globally by those covering the profession and routinely rank at the top of league tables for the high volume transactions we handle. Weil seeks always to be a strategic business advisor to our clients, and our clients look to us for sound legal and business judgment for their most sensitive matters.
weil.com

12th Annual

Mergers and Acquisitions Institute

America's Premier Private M&A Conference

Dallas Oct 20-21, 2016 The Ritz-Carlton Conference Concluded

Buy

Related products: eConference Materials

Overview

Event Schedule

Thursday Morning, Oct. 20, 2016

Thursday Afternoon, Oct. 20, 2016

Friday Morning, Oct. 21, 2016

Conference Faculty

M. Preston Bernhisel

Elizabeth C. Brandon

Wilson Chu

Richard E. Climan

Mark Curriden

Gemma L. Descoteaux

Byron F. Egan

Timothy P. FitzSimons

Adam Fliss

J. Holt Foster III

Larry E. Glasgow

John Goodgame

Jeremiah Gordon

Joel I. Greenberg

David Hallett

Tom D. Harris Jr.

Darren C. Hauck

Paul E. Heath

Barrett R. Howell

Jeff Jones

Michael J. Kendall

Robert R. Kibby

Robert B. Little

Craig A. Menden

Michael G. O'Bryan

Jessica C. Pearlman

Noelle M. Reed

John P. Romney

Michael A. Saslaw

Paul J. Shim

Claudia Simon

Mark S. Solomon

Christopher Torrente

Krishna Veeraraghavan

Patricia O. Vella

Cliff W. Vrielink

Glenn D. West

Bradley L. Whitlock

Jeffrey A. Zlotky

Planning Committee

Wilson Chu—Co-Chair

Larry E. Glasgow—Co-Chair

Elizabeth C. Brandon

Richard E. Climan

Samantha Hale Crispin

Gemma L. Descoteaux

Byron F. Egan

Sal Fira

Timothy P. FitzSimons

J. Holt Foster III

Tom D. Harris Jr.

Thomas W. Hughes

Jeff Jones

Robert R. Kibby

Robert B. Little

Cookie F. Munson

Noelle M. Reed

Rhett A. Van Syoc

Cliff W. Vrielink

Glenn D. West

Sean T. Wheeler

Credit Info

MCLE Credit

Other Credit

Key Dates

Venue

The Ritz-Carlton

Accommodations

12^th Annual

Dallas Oct 20-21, 2016 The Ritz-Carlton
Conference Concluded