21^st Annual

Mergers and Acquisitions Institute

Dallas Oct 9-10, 2025 The Ritz-Carlton
Conference Concluded

Live Webcast Oct 9-10, 2025
Conference Concluded

Overview

UT Law CLE’s Mergers and Acquisitions Institute is the leading private M&A conference of its kind in the U.S. for the latest deal trends, structures, pitfalls and opportunities in M&A. The combination of a cutting-edge program with nationally recognized speakers, prestigious U.S. and international sponsors, the Byron Egan Whiskey Tasting, invaluable networking opportunities, and much more, makes this an event you won’t want to miss!

Event Schedule

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

Day 1 October 9, 2025
Day 2 October 10, 2025

Time

Credit

Subject

Speaker
Thursday Morning, Oct. 9, 2025
Presiding Officer:
Aathmika Kularatnam, McCarthy Tétrault LLP - Toronto, ON
8:00 am
Dallas Only

Continental Breakfast and Registration Opens

Thank You to Our Thursday Breakfast Sponsor

Thank You to Our Thursday Espresso Bar Sponsor
8:30 am

Welcoming Remarks by Institute Co-Chairs

Wilson Chu, McDermott Will & Schulte - Dallas, TX
Larry E. Glasgow, Jackson Walker LLP - Dallas, TX

Wilson Chu, McDermott Will & Schulte - Dallas, TX
Larry E. Glasgow, Jackson Walker LLP - Dallas, TX
8:45 am

1.00 hr

Hot Topics in Private Equity M&A

The latest trends and strategies shaping the dynamic world of private equity M&A from pros in the know, who will share insights on navigating the latest in complex deal structures, maximizing value, and staying ahead of the curve in PE’s rapidly evolving market.

Moderator:
Rita-Anne O'Neill, Sullivan & Cromwell LLP - Los Angeles, CA
Panelists:
Brent Beckert, Haynes and Boone, LLP - Dallas, TX
Agnieszka Rafalska, EQT Group - New York, NY
Brittany A. Sakowitz, Kirkland & Ellis LLP - Houston, TX
Matthew B. Wiener, Aon - Houston, TX

Moderator:
Rita-Anne O'Neill, Sullivan & Cromwell LLP - Los Angeles, CA
Panelists:
Brent Beckert, Haynes and Boone, LLP - Dallas, TX
Agnieszka Rafalska, EQT Group - New York, NY
Brittany A. Sakowitz, Kirkland & Ellis LLP - Houston, TX
Matthew B. Wiener, Aon - Houston, TX
9:45 am

1.00 hr
0.50 hr ethics

DExit and Texas: Race to the Top?

Actions by the Texas Legislature in 2025 in amending the Texas Business Organizations Code and the statutes governing the Texas Business Court, which began accepting cases on September 1, 2024, mark major steps forward in the state’s legal infrastructure and make Texas a more friendly place in which to be organized and to do business. As a result, Texas’ standing as a premier destination for business and finance is enhanced and should result in additional entities choosing to be domiciled in Texas. The panelists provide insightful perspectives on these legislative developments and the jurisdiction and operation of the new Texas Business Court in its first year of operations.

Moderator:
Shane Goodwin, Southern Methodist University - Dallas, TX
Panelists:
Hon. William G. Whitehill, First Division Texas Business Court - Dallas, TX
Byron F. Egan, Jackson Walker LLP - Dallas, TX
Lauren Pringle, The Chancery Daily - Wilmington, DE
Eric Talley, Columbia Law School - New York, NY

Moderator:
Shane Goodwin, Southern Methodist University - Dallas, TX
Panelists:
Hon. William G. Whitehill, First Division Texas Business Court - Dallas, TX
Byron F. Egan, Jackson Walker LLP - Dallas, TX
Lauren Pringle, The Chancery Daily - Wilmington, DE
Eric Talley, Columbia Law School - New York, NY
10:45 am

15-Minute Break
11:00 am

1.00 hr

New Sheriff in Town: Crafting Regulatory Strategy and Negotiating Today's Antitrust Provisions

Examine different approaches to craft an effective regulatory strategy in light of the broader priorities of the Trump administration. In addition, explore how antitrust provisions in purchase agreements have evolved under the Trump administration, which has shown greater receptivity to both structural and conduct remedies.

Moderator:
Jenny Hochenberg, Freshfields US LLP - New York, NY
Panelists:
Thaddeus E. Chase, Jr., McDermott Will & Schulte - Dallas, TX
Andrew Forman, Latham & Watkins LLP - Washington, DC
Robert B. Little, Gibson, Dunn & Crutcher LLP - Dallas, TX
Kavita Pillai, McKesson Corporation - Atlanta, GA

Moderator:
Jenny Hochenberg, Freshfields US LLP - New York, NY
Panelists:
Thaddeus E. Chase, Jr., McDermott Will & Schulte - Dallas, TX
Andrew Forman, Latham & Watkins LLP - Washington, DC
Robert B. Little, Gibson, Dunn & Crutcher LLP - Dallas, TX
Kavita Pillai, McKesson Corporation - Atlanta, GA
12:00 pm

Break for Lunch (30 Minutes)
Thursday Afternoon, Oct. 9, 2025
Presiding Officer:
Jason Paperman, Stikeman Elliott LLP - Montréal, QC
LUNCHEON PRESENTATION
Signature Ritz-Carlton Lunch

Included in registration. Please proceed to luncheon presentation.

Thank You to Our Luncheon Sponsor
12:30 pm

0.75 hr

TXSE: Gamechanger for M&A Too?

Nicole Chambers, Texas Stock Exchange | TXSE Group Inc - Dallas, TX
Wilson Chu, McDermott Will & Schulte - Dallas, TX

Nicole Chambers, Texas Stock Exchange | TXSE Group Inc - Dallas, TX
Wilson Chu, McDermott Will & Schulte - Dallas, TX
1:15 pm

15-Minute Break
1:30 pm

1.00 hr ethics

Conflict Transactions: Developments in Navigating Perilous Waters

Recent court opinions and amendments to state legislation have changed the rules for conflict transactions. Panelists discuss steps companies and their stockholders, directors and officers should take before and during deals in light of the changes, and what happens if they don’t.

Moderator:
Michael G. O'Bryan, Morrison & Foerster - San Francisco, CA
Panelists:
Scott B. Crofton, Sullivan & Cromwell LLP - New York, NY
Abby Davis, Skadden, Arps, Slate, Meagher & Flom LLP - Houston, TX
Robert R. Kibby, Munsch Hardt Kopf & Harr, P.C. - Dallas, TX
Kimberly Spoerri, Cleary Gottlieb Steen & Hamilton LLP - New York, NY

Moderator:
Michael G. O'Bryan, Morrison & Foerster - San Francisco, CA
Panelists:
Scott B. Crofton, Sullivan & Cromwell LLP - New York, NY
Abby Davis, Skadden, Arps, Slate, Meagher & Flom LLP - Houston, TX
Robert R. Kibby, Munsch Hardt Kopf & Harr, P.C. - Dallas, TX
Kimberly Spoerri, Cleary Gottlieb Steen & Hamilton LLP - New York, NY
2:30 pm

1.00 hr
0.25 hr ethics

Current Issues in Energy M&A

US energy demand continues to grow, and changes in federal policy have impacted deal flow in oil and gas, as well as in renewable and thermal power generation. Hear the latest trends, how the market is responding, and how transaction terms are changing in response.

Moderator:
Cliff W. Vrielink, Sidley Austin LLP - Houston, TX
Panelists:
M. Preston Bernhisel, Baker Botts L.L.P. - Dallas, TX
Jessica W. Hammons, Willkie Farr & Gallagher LLP - Dallas, TX
Claire Harvey, EIV Capital, LLC - Houston, TX

Moderator:
Cliff W. Vrielink, Sidley Austin LLP - Houston, TX
Panelists:
M. Preston Bernhisel, Baker Botts L.L.P. - Dallas, TX
Jessica W. Hammons, Willkie Farr & Gallagher LLP - Dallas, TX
Claire Harvey, EIV Capital, LLC - Houston, TX
3:30 pm
Dallas Only

14th Annual Byron Egan Whiskey Tasting & Coffee Break

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

Thank You to Our Whiskey Tasting Sponsor
4:00 pm

1.25 hrs
0.50 hr ethics

The Last Word on Fraud: Everything You Need to Know About Negotiating Fraud-Related Provisions in Acquisitions

Fraud-related provisions are among the most hotly contested provisions in acquisitions today, yet many buy-side and sell-side practitioners fail to fully appreciate how these provisions operate in practice and the nuances of negotiating and drafting them. Using the format of an illustrative mock negotiation, the panelists demonstrate the ways in which parties can address intra-contractual and extra-contractual fraud, non-reliance clauses, fraud carve-outs, contractual fraud definitions, special fraud indemnities and other important fraud-related issues.

Richard E. Climan, Hogan Lovells - Silicon Valley, CA
Keith A. Flaum, Hogan Lovells - Silicon Valley, CA
Jessica C. Pearlman, K&L Gates LLP - Seattle, WA

Richard E. Climan, Hogan Lovells - Silicon Valley, CA
Keith A. Flaum, Hogan Lovells - Silicon Valley, CA
Jessica C. Pearlman, K&L Gates LLP - Seattle, WA
5:15 pm

Adjourn
5:15 pm
Dallas Only

Cocktail Reception (in Dallas from 5:15 p.m. – 6:15 p.m.)

Join us for adult beverages and hors d'oeuvres with attendees and Institute faculty.

Thank You to Our Cocktail Reception Sponsor
Thank You to Our Additional Magnate and Tycoon Sponsors

Wi-Fi Sponsor

Golf Ball Sponsor

Speakers' Dinner Sponsor

Lanyard Sponsor

Power Drops Sponsor

Webcast Underwriter

Hotel Key Card Sponsor

Tote Bag Sponsor

Hand Sanitizer Sponsor

Time

Credit

Subject

Speaker
Friday Morning, Oct. 10, 2025
Presiding Officer:
Kevin Kerr, Blake, Cassels & Graydon LLP - Calgary, AB
8:00 am
Dallas Only

Continental Breakfast and Conference Room Opens

Thank You to Our Friday Breakfast Sponsor

Thank You to Our Friday Espresso Bar Sponsor
8:30 am

1.00 hr

Negotiating and Drafting Around the Most Litigated Risks and Provisions in the RWI World

Ever wonder what causes an RWI claim to be denied? After starting with an overview on the current market terms for RWI, this panel explores the top three-four R&Ws that have claims made against an RWI policy and the related damages issues and how to draft those R&Ws to cover the expectation of the insured and not become denied claims due to a failure in drafting.

Moderator:
David Rex, Prophet Equity - Southlake, TX
Panelists:
William M. Monat, Mosaic Insurance - Chicago, IL
Jeffrey J. Mordaunt, Stout Risius Ross, LLC - Cleveland, OH
Kevin V. Small, Hunton Andrews Kurth LLP - New York, NY
Andrew Zimmerman, WTW - New York, NY

Moderator:
David Rex, Prophet Equity - Southlake, TX
Panelists:
William M. Monat, Mosaic Insurance - Chicago, IL
Jeffrey J. Mordaunt, Stout Risius Ross, LLC - Cleveland, OH
Kevin V. Small, Hunton Andrews Kurth LLP - New York, NY
Andrew Zimmerman, WTW - New York, NY
9:30 am

1.00 hr ethics

Deal Ethics

In the high-stakes world of M&A, deal lawyers must balance the interests of their clients with the demands of professional conduct, navigating the maze that is confidentiality, conflicts of interest, and the ever-present temptation to push boundaries. Explore more real-world ethical challenges that can make or break a deal—all while keeping you from being the target of a disciplinary investigation.

David I. Albin, Finn Dixon & Herling LLP - Stamford, CT
Nathaniel L. Doliner, Carlton Fields - Tampa, FL

David I. Albin, Finn Dixon & Herling LLP - Stamford, CT
Nathaniel L. Doliner, Carlton Fields - Tampa, FL
10:30 am

1.00 hr

Indemnification Provisions in Private Company M&A: How Would Your Provision Hold up in Court?

Despite the proliferation of no-indemnity deals, particularly in private equity transactions, indemnification remains a frequently utilized means of providing the buyer either the sole or a supplemental remedy for a seller’s breach of the bargained-for representations and warranties made in a private company acquisition agreement. This panel addresses some of the surprising issues that can arise when seeking to enforce these provisions.

Moderator:
Glenn D. West, Weil, Gotshal & Manges LLP - Dallas, TX
Panelists:
Joel I. Greenberg, Arnold & Porter - New York, NY
Lisa J. Hedrick, Hirschler - Richmond, VA

Moderator:
Glenn D. West, Weil, Gotshal & Manges LLP - Dallas, TX
Panelists:
Joel I. Greenberg, Arnold & Porter - New York, NY
Lisa J. Hedrick, Hirschler - Richmond, VA
11:30 am

Adjourn

Day 1 October 9, 2025
Day 2 October 10, 2025

Download Schedule

Conference Faculty

David I. Albin

Finn Dixon & Herling LLP
Stamford, CT

Brent Beckert

Haynes and Boone, LLP
Dallas, TX

M. Preston Bernhisel

Baker Botts L.L.P.
Dallas, TX

Nicole Chambers

Texas Stock Exchange | TXSE Group Inc
Dallas, TX

Thaddeus E. Chase, Jr.

McDermott Will & Schulte
Dallas, TX

Wilson Chu

McDermott Will & Schulte
Dallas, TX

Richard E. Climan

Hogan Lovells
Silicon Valley, CA

Scott B. Crofton

Sullivan & Cromwell LLP
New York, NY

Abby Davis

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

Nathaniel L. Doliner

Carlton Fields
Tampa, FL

Byron F. Egan

Jackson Walker LLP
Dallas, TX

Keith A. Flaum

Hogan Lovells
Silicon Valley, CA

Andrew Forman

Latham & Watkins LLP
Washington, DC

Larry E. Glasgow

Jackson Walker LLP
Dallas, TX

Shane Goodwin

Southern Methodist University
Dallas, TX

Joel I. Greenberg

Arnold & Porter
New York, NY

Jessica W. Hammons

Willkie Farr & Gallagher LLP
Dallas, TX

Claire Harvey

EIV Capital, LLC
Houston, TX

Lisa J. Hedrick

Hirschler
Richmond, VA

Jenny Hochenberg

Freshfields US LLP
New York, NY

Robert R. Kibby

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

Robert B. Little

Gibson, Dunn & Crutcher LLP
Dallas, TX

William M. Monat

Mosaic Insurance
Chicago, IL

Jeffrey J. Mordaunt

Stout Risius Ross, LLC
Cleveland, OH

Michael G. O'Bryan

Morrison & Foerster
San Francisco, CA

Rita-Anne O'Neill

Sullivan & Cromwell LLP
Los Angeles, CA

Jessica C. Pearlman

K&L Gates LLP
Seattle, WA

Kavita Pillai

McKesson Corporation
Atlanta, GA

Lauren Pringle

The Chancery Daily
Wilmington, DE

Agnieszka Rafalska

EQT Group
New York, NY

David Rex

Prophet Equity
Southlake, TX

Brittany A. Sakowitz

Kirkland & Ellis LLP
Houston, TX

Kevin V. Small

Hunton Andrews Kurth LLP
New York, NY

Kimberly Spoerri

Cleary Gottlieb Steen & Hamilton LLP
New York, NY

Eric Talley

Columbia Law School
New York, NY

Cliff W. Vrielink

Sidley Austin LLP
Houston, TX

Glenn D. West

Weil, Gotshal & Manges LLP
Dallas, TX

Hon. William G. Whitehill

First Division Texas Business Court
Dallas, TX

Matthew B. Wiener

Aon
Houston, TX

Andrew Zimmerman

WTW
New York, NY

Planning Committee

Wilson Chu—Co-Chair

McDermott Will & Schulte
Dallas, TX

Larry E. Glasgow—Co-Chair

Jackson Walker LLP
Dallas, TX

Joanna Jefferson—Director

The University of Texas School of Law
Austin, TX

Zach Burnett

Haynes and Boone, LLP
Dallas, TX

Samantha Hale Crispin

Baker Botts L.L.P.
Dallas, TX

Dawud Crooms

Atlantic Aviation
Dallas, TX

Byron F. Egan

Jackson Walker LLP
Dallas, TX

J. Holt Foster III

Willkie Farr & Gallagher LLP
Dallas, TX

Kirsten Jensen

McKesson Corporation
Irving, TX

Robert R. Kibby

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

Robert B. Little

Gibson, Dunn & Crutcher LLP
Dallas, TX

Cookie F. Munson

Cardone Ventures
Flagstaff, AZ

David Rex

Prophet Equity
Southlake, TX

Brittany A. Sakowitz

Kirkland & Ellis LLP
Houston, TX

Brandon Satterwhite

AT&T
Dallas, TX

Nina Tsai

Walmart
Dallas, TX

Cliff W. Vrielink

Sidley Austin LLP
Houston, TX

MCLE Credit

Texas – 10.00 hrs | 3.25 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 – 10.00 hrs | 3.25 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.

New Jersey – Available Via Reciprocity – 12.00 hrs | 3.50 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 – Available Via Reciprocity – 12.00 hrs | 3.50 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.

Ohio – 10.00 hrs | 3.25 hrs Ethics

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

Oklahoma – 12.00 hrs | 4.00 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 – 10.00 hrs | 3.00 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 States – 10.00 hrs | 3.25 hrs Ethics

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 to ensure it will qualify for self-reporting your credits.

You must claim and certify your credit online in Your Briefcase, you will then be provided a Certificate of Attendance for your records and to provided to other licensing authorities as needed.

MCLE credit is presented based on a 60-minute credit hour.

Other Credit

TX Accounting CPE – 12.00 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.

MCLE Credit

Texas – 10.00 hrs | 3.25 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 Completion will be emailed to you upon claiming credit. 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 – 10.00 hrs | 3.25 hrs Ethics

To claim California MCLE credit, California credit option must be selected PRIOR to viewing the live webcast. This accreditation requires attendance verification. UT Law CLE monitors and records attendee responses to questions that randomly appear during the live webcast presentation. Verification pop-ups will NOT display when the webcast video player is in "full screen" mode. Furthermore, the notification sound effect alerting pop-ups, will NOT play on mobile devices. We recommend viewing from a computer, as opposed to a mobile device, should MCLE credit, other than Texas, be needed. The response record is detailed on the Certificate of Completion.
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.

MCLE credit is presented based on a 60-minute credit hour.

New Jersey – Available Via Reciprocity – 12.00 hrs | 3.50 hrs Ethics

To claim New Jersey MCLE credit, New Jersey credit option must be selected PRIOR to viewing the live webcast. This accreditation requires attendance verification. UT Law CLE monitors and records attendee responses to questions that randomly appear during the live webcast presentation. Verification pop-ups will NOT display when the webcast video player is in "full screen" mode. Furthermore, the notification sound effect alerting pop-ups, will NOT play on mobile devices. We recommend viewing from a computer, as opposed to a mobile device, should MCLE credit, other than Texas, be needed. The response record is detailed on the Certificate of Completion.

Upon claiming credit, a Certificate of Completion will be emailed to you. At the conclusion of the conference you will need to claim and certify your credit online, in your UTCLE "Briefcase". 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. Self-report your credit directly to the Supreme Court of New Jersey Board on CLE .

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).

New Jersey MCLE credit is based on a 50-minute credit hour. This accreditation requires attendance verification. In compliance with the rules, UT Law CLE monitors and records attendee responses to questions that randomly appear during the live webcast presentation. The response record is detailed on the Certificate of Completion.

New York – Available Via Reciprocity – 12.00 hrs | 3.50 hrs Ethics

To claim New York MCLE credit, New York credit option must be selected PRIOR to viewing the live webcast. This accreditation requires attendance verification. UT Law CLE monitors and records attendee responses to questions that randomly appear during the live webcast presentation. Verification pop-ups will NOT display when the webcast video player is in "full screen" mode. Furthermore, the notification sound effect alerting pop-ups, will NOT play on mobile devices. We recommend viewing from a computer, as opposed to a mobile device, should MCLE credit, other than Texas, be needed. The response record is detailed on the Certificate of Completion.

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).

Upon claiming and certifying your credit, a Certificate of Completion will be emailed to you. Self-report your credit directly to the New York State CLE Board.

New York MCLE credit is based on a 50-minute credit hour. This accreditation requires attendance verification. In compliance with the rules, UT Law CLE monitors and records attendee responses to questions that randomly appear during the live webcast presentation. The response record is detailed on the Certificate of Completion.

Ohio – 10.00 hrs | 3.25 hrs Ethics

To claim Ohio MCLE credit, Ohio credit option must be selected PRIOR to viewing the live webcast. This accreditation requires attendance verification. UT Law CLE monitors and records attendee responses to questions that randomly appear during the live webcast presentation. Verification pop-ups will NOT display when the webcast video player is in "full screen" mode. Furthermore, the notification sound effect alerting pop-ups, will NOT play on mobile devices. We recommend viewing from a computer, as opposed to a mobile device, should MCLE credit, other than Texas, be needed. The response record is detailed on the Certificate of Completion.

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

MCLE credit is presented based on a 60-minute credit hour.

Oklahoma – 12.00 hrs | 4.00 hrs Ethics

To claim Oklahoma MCLE credit, Oklahoma credit option must be selected PRIOR to viewing the live webcast. This accreditation requires attendance verification. UT Law CLE monitors and records attendee responses to questions that randomly appear during the live webcast presentation. Verification pop-ups will NOT display when the webcast video player is in "full screen" mode. Furthermore, the notification sound effect alerting pop-ups, will NOT play on mobile devices. We recommend viewing from a computer, as opposed to a mobile device, should MCLE credit, other than Texas, be needed. The response record is detailed on the Certificate of Completion.

The University of Texas School of Law (Provider #169) live webcast presentations meet the requirements and are presumptively approved by the Oklahoma Bar Association for MCLE credit based on a 50-minute credit hour. Upon claiming credit, a Certificate of Completion will be emailed to you. UT Law CLE will report credit on your behalf to the Oklahoma Bar Association within 30 days after the webcast.

Pennsylvania – 10.00 hrs | 3.00 hrs Ethics

To claim Pennsylvania MCLE credit, Pennsylvania credit option must be selected PRIOR to viewing the live webcast. This accreditation requires attendance verification. UT Law CLE monitors and records attendee responses to questions that randomly appear during the live webcast presentation. Verification pop-ups will NOT display when the webcast video player is in "full screen" mode. Furthermore, the notification sound effect alerting pop-ups, will NOT play on mobile devices. We recommend viewing from a computer, as opposed to a mobile device, should MCLE credit, other than Texas, be needed. The response record is detailed on the Certificate of Completion.

UT Law CLE is an approved provider of Pennsylvania credit, sponsor #236. Attorney attendance will be reported to Pennsylvania within 2 weeks after credit is claimed and submitted. 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.

MCLE credit is presented based on a 60-minute credit hour.

Other States – 10.00 hrs | 3.25 hrs Ethics

Note on Self-Reporting Your Credits in Another State

To claim Other States MCLE credit, Other States credit option must be selected PRIOR to viewing the live webcast. You must claim and certify your credit online in Your Briefcase, you will then be provided a Certificate of Attendance for your records and to provide to other licensing authorities as needed.

This accreditation requires attendance verification. UT Law CLE monitors and records attendee responses to questions that randomly appear during the live webcast presentation. The response record is detailed on the Certificate of Completion.

MCLE credit is presented based on a 60-minute credit hour.

Other Credit

TX Accounting CPE – 12.00 hrs

The University of Texas School of Law (Provider #250) live webcast presentations meet the requirements and 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.

This accreditation requires attendance verification. In compliance with the rules, UT Law CLE monitors and records attendee responses to questions that randomly appear during the live webcast presentation. The response record is detailed on the Certificate of Completion.

To claim Texas Accounting CPE credit, the Texas Accounting CPE credit option must be selected PRIOR to viewing the live webcast. Upon claiming credit, a Certificate of Completion will be emailed to you. Self-report your CPE credit directly to the Texas State Board of Public Accountancy.

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

Key Dates

Dallas – Oct 9-10, 2025 – The Ritz-Carlton

Conference Concluded

Live Webcast – Oct 9-10, 2025

Conference Concluded

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Group (5 registrants minimum)
Last day for $805.00 Early Bird pricing: Jun 5, 2025
Last day for $895.00 Regular pricing: Sep 24, 2025
$985.00 for registrations received after this time

Group (10 registrants minimum)
Last day for $715.00 Early Bird pricing: Jun 5, 2025
Last day for $795.00 Regular pricing: Sep 24, 2025
$875.00 for registrations received after this time

Cancellation Policy
Last day for full refund cancellation: Oct 3, 2025
$50 processing fee applied after this date
Last day for cancellation: Oct 6, 2025

Individual
$795.00

In-House Counsel
$395.00

Group (5 registrants minimum)
$715.00

Group (10 registrants minimum)
$635.00

Add-on (in-person registration required)
$100.00

Cancellation Policy
Last day for full refund cancellation: Oct 3, 2025
$50 processing fee applied after this date
Last day for cancellation: Oct 6, 2025

Venue

The Ritz-Carlton

2121 McKinney Avenue
Dallas, TX
800.960.7082 (reservations)

Accommodations

For room reservations, please call 800.960.7082 or reserve online. Rates are based on the prevailing market rate and subject to availability.

Parking Information

Valet parking only: $20 daily, $65 overnight.

Additional Information

The conference will take place in the Ritz-Carlton Ballroom.

Our Sponsors

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

Sullivan & Cromwell LLP

Sullivan & Cromwell LLP
www.sullcrom.com

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 140 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. S&C’s multidisciplinary M&A Group brings a rare combination of creativity and commercial sensitivity to every representation. The firm advises a diverse range of clients on major domestic and cross-border M&A and corporate finance transactions, high-stakes litigation and corporate investigations and complex regulatory, tax and estate planning matters. S&C’s close collaboration with clients, other advisers and colleagues gives our team the versatility to best serve the needs of clients in achieving their strategic business objectives. S&C comprises approximately 875 lawyers who serve clients around the world through a network of 13 offices, located in leading financial centers in Asia, Australia, Europe and the United States. The Firm is headquartered in New York.
Latham & Watkins LLP

Latham & Watkins LLP
www.lw.com

Latham & Watkins is a global law firm providing clients with exceptional legal services and innovative solutions for complex business issues and disputes. Clients rely on Latham for help with transformative transactions, bet-the-company-dispute defense, as well as day-to-day guidance. Latham lawyers deliver market-leading service in more than 60 internationally recognized practices across industries, ranging from financial services to technology, and energy to healthcare. With more than 3,500 lawyers in 14 countries, we are strategically positioned in major financial, business, and regulatory centers worldwide. For the 11^th consecutive year, Latham received more practice rankings than any other firm, including Band 1 recognition across a full range of transactional, disputes, regulatory, and industry categories by Chambers USA 2025.
Aon

Aon
www.aon.com

Aon's M&A and Transaction Solutions is a leading M&A advisor and innovator of solutions and services that help secure investments, maximize deal value and drive transaction success by solving wide-ranging issues facing dealmakers throughout the deal lifecycle. Solutions and services include transactional insurance instruments such as representations and warranties insurance and tax and litigation insurance; specialized due diligence, including people and human capital, insurance, cyber and intellectual property; working capital solutions; and digital, cyber, and intellectual property transaction advisory capabilities. Working across industries and covering more than 35 countries, Aon's highly experienced teams use proprietary industry data and insights drawn from the more than 4,000 global deals supported annually.
Jackson Walker

Jackson Walker
www.jw.com

For more than 130 years, Jackson Walker has played a vital role in the growth and development of Texas business. Since our founding in 1887, our attorneys have represented some of the most influential companies in the state in key industries that shaped the course of Texas history, including railroads, the media, and oil and gas exploration. Today, we remain firmly rooted in Texas while serving clients around the globe. With more than 500 attorneys in our six offices, we serve clients around the world in a broad range of practices and industries. We have extensive experience representing publicly and privately held companies, private equity funds and hedge funds in mergers, acquisitions, dispositions, joint ventures and other strategic alliances. But we’re more than just deal lawyers. We also serve as outside general counsel to hundreds of companies, working closely with management to provide pragmatic solutions to legal problems as they arise. Whether it’s negotiating commercial contracts, improving corporate governance, or navigating securities regulations, clients look to us for guidance on the issues that affect their businesses every day. Our clients know they can count on us to deliver personalized service, legal experience, and added value. We invite you to learn more about Jackson Walker at jw.com.
Stout

Stout
www.stout.com

Stout is a global advisory firm specializing in corporate finance, accounting and transaction advisory, valuation, financial disputes, claims, and investigations. We serve a range of clients, from public corporations to privately held companies in numerous industries. Our clients and their advisors rely on our premier expertise, deep industry knowledge, and unparalleled responsiveness on complex matters.
WTW

WTW
www.wtwco.com/en-us/solutions/services/transactional-insurance

At WTW (NASDAQ: WTW) we provide data-driven, insight-led solutions in the areas of people, risk and capital. Leveraging the global view and local expertise of our colleagues serving 140 countries and markets, we help you sharpen your strategy, enhance organizational resilience, motivate your workforce and maximize performance. Working shoulder to shoulder with you, we uncover opportunities for sustainable success – and provide perspective that moves you.
Haynes and Boone, LLP

Haynes and Boone, LLP
www.haynesboone.com

Haynes and Boone, LLP, is an American Lawyer top 100 law firm, originally founded by business lawyers who wanted to help companies succeed and grow. Our M&A team plays an integral role in continuing to carry out this endeavor and understands more than ever how to get deals done in an increasingly global and complex marketplace.

Our M&A practice group is a powerful force in middle-market deals. Clients have turned to us to help close more than 500 transactions in the last five years, with an aggregate value exceeding $50 billion. We routinely represent private equity funds, public companies, closely held companies, founders and family businesses. Last year our firm was ranked among the Top 5 most active M&A law firms in Texas in a leading industry ranking.

The firm’s recent recognition includes being ranked in Chambers USA, in 2023 for Corporate/M&A (Texas and Colorado) and in the Legal 500 U.S. M&A middle-market category for 2022. Also, the firm was recognized in the 2022 BTI Consulting Group’s “A-Team” report, which identified firms commended by in-house counsel for superior client service, and was ranked 14th in The American Lawyer’s 2023 Diversity Scorecard.
Blake, Cassels & Graydon LLP (Canada)

Blake, Cassels & Graydon LLP (Canada)
www.blakes.com

Blake, Cassels & Graydon LLP (Blakes) is a leading Canadian law firm with offices across Canada, as well as in New York and London.

The Firm has one of the strongest and most experienced private equity legal practices in Canada. They drive innovative investment structures and strategic thinking, with a depth of industry knowledge and perspectives in each Canadian market.

For more information, please visit www.blakes.com.
Lincoln International

Lincoln International
www.lincolninternational.com/

We are trusted investment banking advisors to business owners and senior executives of leading private equity firms and their portfolio companies and to public and privately held companies around the world. Our services include mergers and acquisitions advisory, private funds and capital markets advisory, and valuations and fairness opinions. As one tightly integrated team of more than 1,000 professionals in more than 25 offices in 15 countries, we offer an unobstructed perspective on the global private capital markets, backed by superb execution and a deep commitment to client success. With extensive industry knowledge and relationships, timely market intelligence and strategic insights, we forge deep, productive client relationships that endure for decades. Connect with us to learn more at www.lincolninternational.com.
McGriff Insurance Services

McGriff Insurance Services
www.mcgriff.com

With more than a century of experience, McGriff provides highly customized insurance, risk management, and employee benefit solutions for organizations of all sizes. McGriff is the retail brokerage subsidiary of Truist Insurance Holdings, Inc., the sixth largest insurance broker in the U.S. and the seventh largest in the world. We see ourselves as strategic, consultative partners to our clients, providing them with the kind of best-in-class global services they expect from their most trusted advisors. To meet these expectations, McGriff has assembled a team of the very best and brightest professionals in the transactional insurance and executive risk industry and charged them with being creative problem solvers with a focus on responding to the specific needs of our clientele.
Mosaic Insurance

Mosaic Insurance
www.mosaicinsurance.com

Mosaic Insurance is a next-generation, global specialty insurer that launched operations in February 2021. Coupling new Lloyd’s Syndicate 1609 and a wholly-owned syndicated capital management agency with underwriting hubs in Bermuda, London, New York, and Asia, Mosaic is uniquely positioned to offer capacity and custom service to clients in leading markets around the world.

Mosaic’s focus is complex specialty lines of business with strong growth trends—transactional liability (M&A), cybersecurity, political risk, political violence, financial institutions and professional liability insurance. Our underwriters’ expertise and discerning approach set us apart in these challenging niche markets, and we match our people with a pioneering insurtech platform to ensure an agile response and end-to-end efficiencies.

Mosaic leverages the legacy of the Lloyd's brand, along with the market’s strong ratings and global license network. Our financial-strength ratings include: A, Excellent Outlook (AM Best), AA-, Very Strong Outlook (Fitch Ratings), and A+, Strong Outlook (Standard & Poor’s).

Visit mosaicinsurance.com and follow us at @Mosaic1609.
Skadden, Arps, Slate, Meagher & Flom LLP

Skadden, Arps, Slate, Meagher & Flom LLP
www.skadden.com

With approximately 1,700 attorneys in 21 offices on four 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 70 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.
McCarthy Tétrault LLP (Canada)

McCarthy Tétrault LLP (Canada)
www.mccarthy.ca

McCarthy Tétrault LLP is a Canadian-based, national full-service law firm, with a leading reputation for providing top-tier legal services across jurisdictions and industries, delivering strategic and industry-focused advice and solutions for Canadian and international interests, including on some of the most complex and high-stakes domestic and cross-border transactions. The firm maintains a substantial presence in each of Canada’s major commercial centres, as well as in New York and London.
Hunton

Hunton
www.hunton.com/

With over 900 lawyers in the United States, Asia, Europe, and the Middle East, Hunton serves clients across a broad range of complex transactional, litigation, and regulatory matters. We are known for our strength in the energy, financial services, real estate, retail and consumer products, and technology industries, as well as our considerable experience in more than 100 distinct areas of practice, including mergers and acquisitions. Our experienced M&A team has handled 1,200 transactions worth approximately $200 billion in the past five years. With proven experience managing transactions ranging from acquisitions of private equity-backed companies, to leading a $30 billion merger-of-equals to create the nation’s largest regulated utility, our team has the knowledge to handle all of your M&A needs.
SRS Acquiom LLC

SRS Acquiom LLC
www.srsacquiom.com

SRS Acquiom has been a service provider to the private M&A market since 2008 and works regularly with VC/PE fund clients and their counsel in the specific roles of escrow agent, paying agent and shareholder representative for those transactions. In addition to our work in those roles, we have a robust thought leadership group who publishes M&A data studies, white papers and other materials that professional investors in private companies find useful.
Calvetti Ferguson

Calvetti Ferguson
www.calvettiferguson.com

Calvetti Ferguson offers comprehensive advisory services tailored for middle-market companies. This includes strategic M&A transaction support for the middle market engaged in mergers and acquisitions. With expertise in both buy-side and sell-side transactions, Calvetti Ferguson has a proven track record across various industries. Calvetti Ferguson provides fully integrated advisory, accounting, and tax services throughout the entire transaction process. By consolidating these services into one provider, we streamline the process, saving time, reducing complexity, and ultimately maximizing your return on investment.
AlixPartners

AlixPartners
www.alixpartners.com/

AlixPartners is a results-driven global consulting firm that specializes in helping businesses respond quickly and decisively to their most critical challenges—from urgent performance improvement to complex restructuring, from risk mitigation to accelerated transformation. These are the moments when everything is on the line a sudden shift in the market, an unexpected performance decline, a time-sensitive deal, a fork-in-the-road decision. We stand shoulder to shoulder with our clients until the job is done, and only measure our success in terms of the results we deliver. We partner with you to make the right decisions and take the right actions. And we are right by your side. When it really matters.
Baker Botts L.L.P.

Baker Botts L.L.P.
www.bakerbotts.com

Baker Botts is an international law firm whose lawyers practice throughout a network of offices around the globe. Based on our experience and knowledge of our clients' industries, we are recognized as a leading firm in the energy, technology and life sciences sectors. Since 1840, we have provided creative and effective legal solutions for our clients while demonstrating an unrelenting commitment to excellence. For more information, please visit bakerbotts.com.
Bracewell LLP

Bracewell LLP
bracewell.com/

Bracewell LLP is a leading law firm that is known worldwide for its unique depth and experience in the energy, infrastructure, finance and technology sectors. To complement our sector-focused excellence, we boast an impressive and diversified array of market-leading substantive practices, including award-winning transactional, litigation, regulatory and government relations practices. This robust mix of sector and practice strengths has allowed us to be a firm of choice for many of the world’s largest and most successful corporate enterprises, financial institutions, private funds and governmental entities.

Our firm’s success is anchored by four authentic pillars of strength: a culture based on personal relationships, collaboration and a shared passion for the firm and its clients; our distinction as a destination firm for talent; blue-chip clients; and a reputation for excellence as a sector and large practice powerhouse.

bracewell.com
CAC Group

CAC Group
cacgroup.com/

CAC Group is a leading insurance broker and advisor that provides expertise and placement capabilities across the spectrum of insurance and capital markets. The entity comprises CAC Specialty, an industry-leading specialty broker, CAC Agency, a P&C, personal lines and employee benefits broker, and CAC Capital, a structured solutions group that specializes in the convergence of insurance and capital markets. Collectively, CAC Group serves large corporations, small-to-medium enterprises as well as individuals. It is an employee-owned company and ranked in the top 40 of all U.S. brokerage firms. For more information, please visit us at www.cacgroup.com.
Cleary Gottlieb Steen & Hamilton LLP

Cleary Gottlieb Steen & Hamilton LLP
www.clearygottlieb.com

Cleary Gottlieb is a global law firm with over 1,100 lawyers from more than 50 countries. We work across practices, industries, jurisdictions, and continents to provide clients with simple, actionable approaches to their most complex legal and business challenges. Clients know Cleary for our signature approach to serving their needs with a wide range of integrated capabilities in antitrust, bank regulatory, capital markets, corporate governance, enforcement, litigation, M&A, tax, and more.

We support every client relationship with intellectual agility, commercial acumen, and a human touch. We have a proven track record for serving with innovation. We are fluent in the many languages of local and global business. And we have achieved consistent success in multiple jurisdictions.

Global corporations, financial institutions, sovereign governments, local businesses, and individuals come to us for consistently practical and forward-looking advice.
Freshfields US LLP

Freshfields US LLP
www.freshfields.com/en

Freshfields Bruckhaus Deringer LLP is a global elite law firm with a long-standing track record of successfully supporting the world’s leading national and multinational corporations, financial institutions and governments on groundbreaking and business-critical mandates. Our 2,800-plus lawyers and other legal professionals deliver results worldwide through our own offices and alongside leading local firms. Our commitment, local and multinational expertise, and business know-how means our clients rely on us when it matters most.

Freshfields is ranked by Chambers Global in Band 1 across the six areas of antitrust, corporate/M&A, litigation, international arbitration, tax, and public international law. For more information visit Freshfields.us.
Gibson, Dunn & Crutcher LLP

Gibson, Dunn & Crutcher LLP
www.gibsondunn.com

Gibson, Dunn & Crutcher LLP is a leading international law firm. Consistently ranking among the world’s top law firms in industry surveys and major publications, Gibson Dunn is distinctively positioned in today’s global marketplace with more than 1,800 lawyers and 20 offices, including Abu Dhabi, Beijing, Brussels, Century City, Dallas, Denver, Dubai, Frankfurt, Hong Kong, Houston, London, Los Angeles, Munich, New York, Orange County, Palo Alto, Paris, San Francisco, Singapore, and Washington, D.C. For more information on Gibson Dunn, please visit our website.
Holland & Knight LLP

Holland & Knight LLP
www.hklaw.com/en/

Holland & Knight LLP is a global law firm with approximately 2,200 lawyers and other professionals in 34 offices around the world. The firm's lawyers provide full-service representation in business, litigation, real estate, healthcare and governmental law. With approximately 390 attorneys in Holland & Knight's Mergers and Acquisitions Team around the globe, the firm represents businesses and investors in all aspects of domestic and cross-border sales, mergers, acquisitions, consolidations, joint ventures, combinations and corporate restructuring.
Katten Muchin Rosenman LLP

Katten Muchin Rosenman LLP
www.katten.com

Katten is a full-service law firm with approximately 700 attorneys in locations across the United States and in London and Shanghai. Clients seeking sophisticated, high-value legal services turn to Katten for counsel locally, nationally and internationally. The firm’s core areas of practice include corporate, mergers and acquisitions, financial markets and funds, insolvency and restructuring, intellectual property, litigation, real estate, structured finance and securitization, transactional tax planning, health care, private credit and private wealth. Katten represents public and private companies in numerous industries, as well as a number of government and nonprofit organizations and individuals. To learn more, visit www.katten.com.
McDermott Will & Schulte

McDermott Will & Schulte
www.mwe.com

Leading organizations turn to global law firm McDermott Will & Schulte for a better way to address legal challenges, connect with those at the forefront, and drive stronger outcomes. Working across more than 20 offices globally, our 1,400+ lawyers act on data-driven insights, deep relationships, and unmatched industry experience to deliver on our commitment of Always Better.
Morrison Foerster

Morrison Foerster
www.mofo.com

Morrison Foerster is a leading full-service law firm, with a global network of 18 offices located in key technology and financial centers in the U.S., Asia, and Europe. We offer our clients a range of legal services, including a renowned M&A practice with more than 250 corporate/M&A lawyers based through the U.S., Europe and Asia. 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.
Munsch Hardt Kopf & Harr, P.C.

Munsch Hardt Kopf & Harr, P.C.
www.munsch.com

Munsch Hardt Kopf & Harr, P.C., is a Texas-based, mid-sized commercial law firm with more than 160 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.
Sidley Austin LLP

Sidley Austin LLP
www.sidley.com

Sidley’s M&A group provides experience in the structuring, negotiation and financing of a broad range of domestic and cross-border M&A transactions, as well as in the design and implementation of structural defenses to unsolicited takeover proposals, including shareholder rights plans.

The group handles a broad variety of M&A transactions, including public company acquisitions, mergers, dispositions and separations (including spin-offs), tender offers, negotiated and unsolicited transactions, auctions, proxy solicitations, joint ventures, restructurings and various forms of related financings. The firm also provides advice on corporate governance, tax, employee benefits, antitrust, intellectual property, litigation, financing, bankruptcy and environmental matters relating to these transactions.

Our global presence and well-developed relationships with institutions, regulatory agencies and law firms throughout the world allow us to provide access to services and information unique in scope within the global legal community. We also devote a significant amount of time and resources to analyze the impact of regulatory developments. This allows us to closely monitor legal developments and anticipate legislative and regulatory changes to help our clients operate at the forefront. Together with lawyers experienced in cross-border transactions in other groups, such as capital markets, finance, derivatives and tax, our team has significant multi- disciplinary experience in cross-border transactions.

The firm regularly represents prominent public and private corporations in various industries, as well as financial institutions, in their M&A assignments. Sidley continuously ranks among the top firms in several league table categories.
Stikeman Elliott LLP (Canada)

Stikeman Elliott LLP (Canada)
www.stikeman.com

Stikeman Elliott’s Mergers & Acquisitions Group is perennially among the most active in Canada. It frequently ranks as a top firm in 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 practice areas include securities, banking and finance, competition and foreign investment, tax, restructuring, energy, real estate, project development, intellectual property, employment and labour, and pensions. With offices in Montréal, Toronto, Ottawa, Calgary and Vancouver as well as in London, New York and Sydney, Stikeman Elliott delivers a high standard of legal advice to clients domestically and internationally.
Vinson & Elkins LLP

Vinson & Elkins LLP
www.velaw.com

For over a century, Vinson & Elkins lawyers have provided innovative business solutions for clients whose needs are as diverse as the entities they represent. Our lawyers offer experienced legal counsel and top-tier service to sophisticated corporate clients in numerous industries. Vinson & Elkins is recognized as a national tier 1 law firm in 16 practice areas, with a total of 33 national rankings (2024 U.S. News – Best Lawyers® “Best Law Firms”). With offices located in financial centers, energy hubs, and political capitals across the globe, our lawyers provide strategic legal advice on our clients’ most challenging and complex transactional, regulatory, and dispute resolution matters, including mergers, acquisitions, joint ventures, investments, project developments, financings, arbitrations, lawsuits, environmental matters, tax cases, intellectual property matters, restructurings/reorganizations, and regulatory proceedings.
Weil, Gotshal & Manges LLP

Weil, Gotshal & Manges LLP
www.weil.com

Founded in 1931, Weil has provided legal services to the largest public companies, private equity firms and financial institutions for more than 90 years. Widely recognized by those covering the legal profession, Weil’s lawyers regularly advise clients globally on their most complex Litigation, Corporate, Restructuring, and Tax, Executive Compensation & Benefits matters. Weil has been a pioneer in establishing a geographic footprint that has allowed the Firm to partner with clients wherever they do business.
Western Alliance Bank

Western Alliance Bank
www.westernalliancebancorporation.com/commercial-corporate/business-escrow-services

Western Alliance Business Escrow Services, a national banking group within Western Alliance Bank, Member FDIC, is a specialized, trusted resource for strategic buyers, top-tier law firms, private equity firms and other stakeholders involved in mergers, acquisitions, asset purchases and other business escrow transactions. With in-depth experience in the field and a sharp focus on buy-side-related touchpoints, the team provides expert, timely, personalized service and innovative product features coupled with tech-enabled solutions to meet the needs of clients on a global scale. The group tailors paying agent and escrow services related to mergers, acquisitions, asset purchases and other business escrow events at every stage of the deal, from pre-closing to post-closing, with a flexible client-first approach. Business Escrow Services is part of Western Alliance Bancorporation, which has more than $85 billion in assets. Major accolades include being ranked as a top U.S. bank in 2024 by American Banker and Bank Director. With significant national capabilities, the Business Escrow Services Group delivers the reach, resources and deep industry knowledge that make a difference for customers.
Willkie Farr & Gallagher LLP

Willkie Farr & Gallagher LLP
www.willkie.com

Willkie Farr & Gallagher LLP provides leading-edge legal solutions on complex, business critical issues spanning markets and industries. Our approximately 1,200 attorneys across 15 offices worldwide deliver innovative, pragmatic and sophisticated legal services across approximately 45 practice areas. Learn more at www.willkie.com.
Wilmington Trust

Wilmington Trust
www.wilmingtontrust.com/institutional-client-services/corporate-trust/mergers-acquisitions

At Wilmington Trust, we look at every deal as a unique opportunity. We employ a solution-driven strategy that coupled with our flexibility and responsiveness helps foster a smooth execution of each M&A project.

We are committed to the M&A business as evidenced through our investment in technology and development and implementation of WT FASTTRACK – a web portal that automates the submission of shareholder information. Our job is to make the escrow/paying agent process as easy and efficient as possible; 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 http://www.wilmingtontrust.com to learn more.
Winston & Strawn LLP

Winston & Strawn LLP
www.winston.com

Winston & Strawn LLP is a global law firm with 975+ attorneys across 14 offices in Brussels, Charlotte, Chicago, Dallas, Houston, London, Los Angeles, Miami, New York, Paris, San Francisco, São Paulo, Silicon Valley, and Washington, D.C. Additionally, the firm has significant resources devoted to clients and matters in Africa, the Middle East, and Latin America. The exceptional depth and geographic reach of our resources enable the firm to manage virtually every type of business-related legal issue. We serve the needs of enterprises of all types and sizes, in both the private and the public sectors. We understand that clients are looking for value beyond legal talent. We take time to learn about our clients’ organizations and their business objectives. And we leverage technology and collaborate seamlessly to respond quickly and effectively to our clients’ needs.
The Business Law Section of the State Bar of Texas
The Business Law Section of the State Bar of Texas
texasbusinesslaw.org/
The Business Law Section supports the practice of business litigation and transactional lawyers in Texas through:

Webinar Series on “The Sale of a Business”, “Business Drafting”, “Business Law Ethics”

Monitoring and Helping Draft Laws & Regs That Promote A Positive Business Environment

Resource Centers on AI, Securities Law, Business Drafting, Legal Opinion Drafting

Info on business legislation considered, passed, not passed by the Texas Legislature 89th Session

Presentation Materials and Papers from Texas Bar CLE Programs We Co-Sponsor

New Case Notes on Texas Business Court Cases

Digital Journal & Newsletters

Become involved In all these initiatives and engage with the practitioners who shape TX Business Law. Visit www.texasbusinesslaw.org for more information.
The Texas Lawbook

The Texas Lawbook
texaslawbook.net

The Texas Lawbook is an online news publication covering the Texas corporate legal market. We have content partnerships with the Houston Chronicle and the Dallas Business Journal.

Mergers and Acquisitions Institute

Overview

Event Schedule

Thursday Morning, Oct. 9, 2025

Thursday Afternoon, Oct. 9, 2025

Friday Morning, Oct. 10, 2025

Conference Faculty

Planning Committee

Credit Info

MCLE Credit

Other Credit

MCLE Credit

Other Credit

Key Dates

Venue

The Ritz-Carlton

Accommodations

Parking Information

Additional Information

Our Sponsors

Sullivan & Cromwell LLP

Latham & Watkins LLP

Aon

Jackson Walker

Stout

WTW

Haynes and Boone, LLP

Blake, Cassels & Graydon LLP (Canada)

Lincoln International

McGriff Insurance Services

Mosaic Insurance

Skadden, Arps, Slate, Meagher & Flom LLP

McCarthy Tétrault LLP (Canada)

Hunton

SRS Acquiom LLC

Calvetti Ferguson

AlixPartners

Baker Botts L.L.P.

Bracewell LLP

CAC Group

Cleary Gottlieb Steen & Hamilton LLP

Freshfields US LLP

Gibson, Dunn & Crutcher LLP

Holland & Knight LLP

Katten Muchin Rosenman LLP

McDermott Will & Schulte

Morrison Foerster

Munsch Hardt Kopf & Harr, P.C.

Sidley Austin LLP

Stikeman Elliott LLP (Canada)

Vinson & Elkins LLP

Weil, Gotshal & Manges LLP

Western Alliance Bank

Willkie Farr & Gallagher LLP

Wilmington Trust

Winston & Strawn LLP

The Business Law Section of the State Bar of Texas

The Texas Lawbook

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