22^nd Annual

Mergers and Acquisitions Institute

America's Preeminent Private M&A Conference

Dallas Oct 8-9, 2026 The Ritz-Carlton $995 Individual | $1,095 after Sep 23 $595 In-House Counsel | $695 after Sep 23 $895 Group rate per person (5 registrants minimum) | $985 after Sep 23 $795 Group rate per person (10 registrants minimum) | $875 after Sep 23

Live Webcast Oct 8-9, 2026 $795 Individual $395 In-House Counsel $715 Group rate per person (5 registrants minimum) $635 Group rate per person (10 registrants minimum) $100 Add-on rate for in-person registrants

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 8, 2026
Day 2 October 9, 2026

Time

Credit

Subject

Speaker
Thursday Morning, Oct. 8, 2026
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, Dechert LLP - Dallas, TX
Larry E. Glasgow, Jackson Walker LLP - Dallas, TX

Wilson Chu, Dechert LLP - 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 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:
David Fang, Unity Hunt, Inc. - Dallas, TX
Deirdre Harding, TPG Capital - San Francisco, CA
John Kramp, Aon - Chicago, IL
Brittany A. Sakowitz, Kirkland & Ellis LLP - Houston, TX

Moderator:
Rita-Anne O'Neill, Sullivan & Cromwell LLP - Los Angeles, CA
Panelists:
David Fang, Unity Hunt, Inc. - Dallas, TX
Deirdre Harding, TPG Capital - San Francisco, CA
John Kramp, Aon - Chicago, IL
Brittany A. Sakowitz, Kirkland & Ellis LLP - Houston, TX
9:45 am

1.00 hr

Pro Tips in Buying and Selling Today’s AI Company: Practical Insights for Navigating the Fast-Evolving Landscape

The latest actionable guidance from leading in-the-trenches players on structuring, negotiating, and closing deals involving today’s high-growth AI companies amid evolving regulatory, technological, and market dynamics. Essential considerations include valuation, IP challenges, reverse acqui-hire dynamics, national security implications, and post-closing integration.

Moderator:
Michael G. O'Bryan, Morrison & Foerster - San Francisco, CA
Panelists:
Robert B. Little, Gibson, Dunn & Crutcher LLP - Dallas, TX
Courtney D. McBean, Evercore - Menlo Park, CA
Kimberly Spoerri, Cleary Gottlieb Steen & Hamilton LLP - New York, NY
Sarah Stasny, Proskauer Rose LLP - New York, NY

Moderator:
Michael G. O'Bryan, Morrison & Foerster - San Francisco, CA
Panelists:
Robert B. Little, Gibson, Dunn & Crutcher LLP - Dallas, TX
Courtney D. McBean, Evercore - Menlo Park, CA
Kimberly Spoerri, Cleary Gottlieb Steen & Hamilton LLP - New York, NY
Sarah Stasny, Proskauer Rose LLP - New York, NY
10:45 am

15-Minute Break
11:00 am

1.00 hr

Texas Twists/SB 29 – One Year Later: Everything You Need to Know About the Rise of Texas Corporate Law

One year after the high stakes reforms of SB 29, join leading Texas and Wall Street corporate law experts for a practical update and essential insights on the Lone Star State’s rapid rise as a corporate destination and its impact on governance, DExits, and dealmaking. The panel examines key statutory changes, emerging case law, Texas Twists on fiduciary duties, and real-world experiences of companies migrating from Delaware.

Moderator:
Joanna Lin, Dechert LLP - Dallas, TX
Panelists:
Hon. William G. Whitehill, First Division Texas Business Court - Dallas, TX
Christopher J. Babcock, Foley & Lardner LLP - Dallas, TX
Scott B. Crofton, Sullivan & Cromwell LLP - New York, NY
Jeff Novota, Southwest Airlines - Dallas, TX
Commentator:
Byron F. Egan, Jackson Walker LLP - Dallas, TX

Moderator:
Joanna Lin, Dechert LLP - Dallas, TX
Panelists:
Hon. William G. Whitehill, First Division Texas Business Court - Dallas, TX
Christopher J. Babcock, Foley & Lardner LLP - Dallas, TX
Scott B. Crofton, Sullivan & Cromwell LLP - New York, NY
Jeff Novota, Southwest Airlines - Dallas, TX
Commentator:
Byron F. Egan, Jackson Walker LLP - Dallas, TX
12:00 pm
Dallas Only

Break for Lunch (30 Minutes)
Thursday Afternoon, Oct. 8, 2026
Presiding Officer:
Jason Paperman, Stikeman Elliott LLP - Montréal, QC
LUNCHEON PRESENTATION
Dallas Only

Signature Ritz-Carlton Lunch

Included in registration. Please proceed to luncheon presentation.

Thank You to Our Luncheon Sponsor
12:30 pm

0.75 hr

Pricing the Texas Option: What the Market Actually Pays for Reincorporating in Texas

Two years after Tesla left Delaware for Texas, over 70 public companies have exited Delaware with a cohort now exceeding $4 trillion in aggregate market value. Professor Shane Goodwin presents empirical evidence from the SMU Reincorporation Index on how public equity markets have actually priced these moves, including announcement-window abnormal returns, vote-day reactions, post-effective performance, and the cross-section by controller status and statutory threshold. He also provides insights as to where the market reacts, where it doesn't, and what that means for boards weighing the Texas option today.

Shane Goodwin, Southern Methodist University - Dallas, TX

Shane Goodwin, Southern Methodist University - Dallas, TX
1:15 pm

15-Minute Break
1:30 pm

1.00 hr

Double-Dipping and Other Purchase Price Adjustments Gone Wrong: State of the Art Lessons Learned

Anchored by recent “dodged that bullet” cases, this panel focuses on practical lessons learned in structuring and drafting today’s purchase price adjustment.

Moderator:
Abby Davis, Skadden, Arps, Slate, Meagher & Flom LLP - Houston, TX
Panelists:
Zach Burnett, Haynes Boone - Dallas, TX
Sarah J. Dodson, Baker Botts L.L.P. - Dallas, TX
Rob Hoffman, DLA Piper LLP US - Dallas, TX
Kevin M. Pierce, Stout - Cleveland, OH

Moderator:
Abby Davis, Skadden, Arps, Slate, Meagher & Flom LLP - Houston, TX
Panelists:
Zach Burnett, Haynes Boone - Dallas, TX
Sarah J. Dodson, Baker Botts L.L.P. - Dallas, TX
Rob Hoffman, DLA Piper LLP US - Dallas, TX
Kevin M. Pierce, Stout - Cleveland, OH
2:30 pm

1.00 hr

When Worlds Collide: AI Data Center Dealmaking by Energy Players

Explore the dynamic intersection of AI and energy as traditional energy players increasingly drive major data center deals to fuel the explosive growth of artificial intelligence. This panel examines cutting-edge structures, risk allocation strategies, regulatory hurdles, and creative financing solutions emerging in transactions where energy players are partnering with, acquiring, or being acquired by hyperscalers and AI developers. This session delivers practical insights on navigating the unique technical, environmental, permitting, and power-capacity challenges defining the next wave of M&A in the AI infrastructure boom (or bust?).

Moderator:
Cliff W. Vrielink, Sidley Austin LLP - Houston, TX
Panelists:
Becky Diffen, Norton Rose Fulbright US LLP - Austin, TX
James M. Garrett, Latham & Watkins LLP - Houston, TX
Tony Johnston, Willkie Farr & Gallagher LLP - Dallas, TX
Colin Renz, UBS - New York, NY

Moderator:
Cliff W. Vrielink, Sidley Austin LLP - Houston, TX
Panelists:
Becky Diffen, Norton Rose Fulbright US LLP - Austin, TX
James M. Garrett, Latham & Watkins LLP - Houston, TX
Tony Johnston, Willkie Farr & Gallagher LLP - Dallas, TX
Colin Renz, UBS - New York, NY
3:30 pm
Dallas Only

15th 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

Negotiating the Toughest Terms in AI M&A

With AI still in its relative infancy, today’s dealmakers face a Baby Huey challenge: toddler-level maturity… but the size, strength, and valuation of a giant. With so few precedent acquisitions to consult for guidance, it’s the Wild, Wild, West for dealmaking amid AI’s rapidly evolving new normals. So, from crafting founder retention to allocating unknown or unknowable IP risks to negotiating novel reps & warranties and indemnification structures, what are the emerging standards for negotiating AI’s most challenging deal points?

In their trademark style, our panelists will stage an engaging illustrative negotiation of a large-cap tech giant buying an AI humanoid robotics unicorn built by a brilliant, yet mercurial founder. You will have a front-row seat to watch the writing of the new playbook for the transactions that will dominate tomorrow’s tech dealmaking.

John P. Brockland, Hogan Lovells Cadwalader - San Francisco, CA
Richard E. Climan, Hogan Lovells Cadwalader - Silicon Valley, CA
Jessica C. Pearlman, K&L Gates LLP - Seattle, WA

John P. Brockland, Hogan Lovells Cadwalader - San Francisco, CA
Richard E. Climan, Hogan Lovells Cadwalader - 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 Sponsor

Wi-Fi Sponsor

Golf Ball Sponsor

Speakers' Dinner Sponsor

Lanyard Sponsor

Agenda at a Glance Sponsor

Attendee Email Sponsor

Power Drops Sponsor

Webcast Underwriter

Shoe Bag Sponsor

Tote Bag Sponsor

Hotel Key Card Sponsor

Time

Credit

Subject

Speaker
Friday Morning, Oct. 9, 2026
Presiding Officer:
Phil Haines, Hunton Andrews Kurth LLP - Houston, TX
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
0.50 hr ethics

Beyond RWI: The Full Transactional Insurance Toolkit for Getting Today’s Deals Done!

RWI is only the most familiar tool in a rapidly expanding transactional insurance toolkit. After an update on current market terms, this panel discusses how practitioners are deploying other types of transactional insurances, including tax, contingent and known-risk coverage, and litigation/judgment preservation insurance to unstick negotiations and ring-fence exposures that RWI doesn't cover. The panel pairs the planning opportunities with the cautionary tales and the emerging exclusion frontier of AI, cyber, and data privacy, to help you understand which tool fits best.

Moderator:
David Rex, Prophet Equity/Tabernacle Equity - Southlake, TX
Panelists:
Peter Bogdanow, Katten Muchin Rosenman LLP - Dallas, TX
William M. Monat, Mosaic Insurance - Chicago, IL
Gena Usenheimer, Seyfarth Shaw LLP - New York, NY
Andrew Zimmerman, Willis - New York, NY

Moderator:
David Rex, Prophet Equity/Tabernacle Equity - Southlake, TX
Panelists:
Peter Bogdanow, Katten Muchin Rosenman LLP - Dallas, TX
William M. Monat, Mosaic Insurance - Chicago, IL
Gena Usenheimer, Seyfarth Shaw LLP - New York, NY
Andrew Zimmerman, Willis - New York, NY
9:30 am

1.00 hr
0.50 hr ethics

The AI-Augmented Deal Lawyer’s Guide to Being Better, Faster, and Driving More Value

Featuring the 800-lb gorillas of AI for lawyers, discover how top-of-the-game M&A lawyers (outside and in-house) are integrating AI into their daily, as well as strategic workflows — from issue spotting to contract drafting to generating markups to summarizing data rooms to preparing deal-by-deal as well as institutional negotiation playbooks to institutional pricing. This practical panel shares real-world examples of leading AI tools that are saving time on routine tasks, improving accuracy, and changing how deal lawyers advise clients on a day-to-day basis, while addressing critical issues like best practices for training and adoption, maintaining professional judgment, and ethical obligations.

Moderator:
Cookie F. Munson, Cardone Ventures - Flagstaff, AZ
Panelists:
Emily Colbert, Thomson Reuters - New York, NY
Daniel Himmel, Legora - Toronto, ON
Ian Nelson, Hotshot - Miami, FL
Ryan Samii, Harvey - Brooklyn, NY

Moderator:
Cookie F. Munson, Cardone Ventures - Flagstaff, AZ
Panelists:
Emily Colbert, Thomson Reuters - New York, NY
Daniel Himmel, Legora - Toronto, ON
Ian Nelson, Hotshot - Miami, FL
Ryan Samii, Harvey - Brooklyn, NY
10:30 am

1.00 hr

Pop Quiz with Glenn West

Brace yourself — Glenn West is back with his signature Pop Quiz, delivering the kind of sharp, thought-provoking M&A legal challenges that make even the most seasoned practitioners sweat like they’re back in law school. In this interactive session, Prof. West tests the room on thorny issues with real-time discussion of practical implications and evolving case law. Don’t miss this perennial favorite that combines wit, wisdom, and rigorous analysis from one of the most respected minds in private equity and M&A.

Glenn D. West, Weil, Gotshal & Manges LLP - Dallas, TX
Commentator:
Joel I. Greenberg, Arnold & Porter - New York, NY

Glenn D. West, Weil, Gotshal & Manges LLP - Dallas, TX
Commentator:
Joel I. Greenberg, Arnold & Porter - New York, NY
11:30 am

Adjourn

Day 1 October 8, 2026
Day 2 October 9, 2026

Download Schedule

Conference Faculty

Christopher J. Babcock

Foley & Lardner LLP
Dallas, TX

Peter Bogdanow

Katten Muchin Rosenman LLP
Dallas, TX

John P. Brockland

Hogan Lovells Cadwalader
San Francisco, CA

Zach Burnett

Haynes Boone
Dallas, TX

Wilson Chu

Dechert LLP
Dallas, TX

Richard E. Climan

Hogan Lovells Cadwalader
Silicon Valley, CA

Emily Colbert

Thomson Reuters
New York, NY

Scott B. Crofton

Sullivan & Cromwell LLP
New York, NY

Abby Davis

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

Becky Diffen

Norton Rose Fulbright US LLP
Austin, TX

Sarah J. Dodson

Baker Botts L.L.P.
Dallas, TX

Byron F. Egan

Jackson Walker LLP
Dallas, TX

David Fang

Unity Hunt, Inc.
Dallas, TX

James M. Garrett

Latham & Watkins LLP
Houston, TX

Larry E. Glasgow

Jackson Walker LLP
Dallas, TX

Shane Goodwin

Southern Methodist University
Dallas, TX

Joel I. Greenberg

Arnold & Porter
New York, NY

Deirdre Harding

TPG Capital
San Francisco, CA

Daniel Himmel

Legora
Toronto, ON

Rob Hoffman

DLA Piper LLP US
Dallas, TX

Tony Johnston

Willkie Farr & Gallagher LLP
Dallas, TX

John Kramp

Aon
Chicago, IL

Joanna Lin

Dechert LLP
Dallas, TX

Robert B. Little

Gibson, Dunn & Crutcher LLP
Dallas, TX

Courtney D. McBean

Evercore
Menlo Park, CA

William M. Monat

Mosaic Insurance
Chicago, IL

Cookie F. Munson

Cardone Ventures
Flagstaff, AZ

Ian Nelson

Hotshot
Miami, FL

Jeff Novota

Southwest Airlines
Dallas, TX

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

Kevin M. Pierce

Stout
Cleveland, OH

Colin Renz

UBS
New York, NY

David Rex

Prophet Equity/Tabernacle Equity
Southlake, TX

Brittany A. Sakowitz

Kirkland & Ellis LLP
Houston, TX

Ryan Samii

Harvey
Brooklyn, NY

Kimberly Spoerri

Cleary Gottlieb Steen & Hamilton LLP
New York, NY

Sarah Stasny

Proskauer Rose LLP
New York, NY

Gena Usenheimer

Seyfarth Shaw LLP
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

Andrew Zimmerman

Willis
New York, NY

Planning Committee

Wilson Chu—Co-Chair

Dechert LLP
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 Boone
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

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/Tabernacle Equity
Southlake, 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 | 1.50 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 | 1.50 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 | 1.75 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 – 12.00 hrs | 1.75 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 | 0.50 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 – Expected – 12.00 hrs | 1.75 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 | 1.50 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 . 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 – Expected – 10.00 hrs | 1.50 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 | 1.50 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 | 1.50 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 | 1.75 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 | 1.75 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 a 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 | 0.50 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 – Expected – 12.00 hrs | 1.75 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 | 1.50 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 – Expected – 10.00 hrs | 1.50 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 8-9, 2026 – The Ritz-Carlton

Live Webcast – Oct 8-9, 2026

Dallas
Live Webcast

Individual
Last day for $895.00 Early Bird pricing: Jun 5, 2026
Last day for $995.00 Regular pricing: Sep 23, 2026
$1,095.00 for registrations received after this time

In-House Counsel
Last day for $395.00 Early Bird pricing: Jun 5, 2026
Last day for $595.00 Regular pricing: Sep 23, 2026
$695.00 for registrations received after this time

Group (5 registrants minimum)
Last day for $805.00 Early Bird pricing: Jun 5, 2026
Last day for $895.00 Regular pricing: Sep 23, 2026
$985.00 for registrations received after this time

Group (10 registrants minimum)
Last day for $715.00 Early Bird pricing: Jun 5, 2026
Last day for $795.00 Regular pricing: Sep 23, 2026
$875.00 for registrations received after this time

Cancellation Policy
Last day for full refund cancellation: Oct 2, 2026
$50 processing fee applied after this date
Last day for cancellation: Oct 5, 2026

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 2, 2026
$50 processing fee applied after this date
Last day for cancellation: Oct 5, 2026

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: $25 daily, $70 overnight.

Our Sponsors

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

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 4,000 lawyers in 14 countries, we are strategically positioned in major financial, business, and regulatory centers worldwide. For the 12th 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 2026.
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 more than 1,000 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.
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.
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 1,400 professionals in more than 25 offices in 16 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.
Haynes Boone

Haynes Boone
www.haynesboone.com

Haynes Boone is an international 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. In 2025 Corporate Deal Tracker by The Texas Lawbook, Haynes Boone was ranked as a top-four M&A firm in Texas for the third consecutive year.

The firm’s recent recognition includes being ranked in Chambers USA, for Corporate/M&A (Texas and Colorado), 2024-2025; and in the American Lawyer Industry Awards 2024 for Best Corporate Practice (Specialty – Midmarket). In 2025, the firm was recognized in U.S. News & World Report and Best Lawyers’ “Best Law Firms”- National Tier 2 ranking in Corporate Law.
Willis

Willis
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.
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 M&A and 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.
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.
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.
Proskauer

Proskauer
www.proskauer.com/

Clients turn to Proskauer when a matter demands excellence and innovation. With 800+ lawyers in key financial centers around the world, we are known for the pragmatic and commercial approach we bring to a full spectrum of transactional and contentious practices.

We work seamlessly across practices, industries and jurisdictions with asset managers, private equity and venture capital firms, Fortune 500 and FTSE companies, major sports leagues, entertainment industry legends and other industry-redefining companies.
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.
Western Alliance Bank

Western Alliance Bank
www.westernalliancebancorporation.com/expertise/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 $90 billion in assets and has ranked as a top U.S. bank by American Banker and Bank Director since 2016.
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.
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.
SRS Acquiom

SRS Acquiom
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.
UMB Bank

UMB Bank
www.umb.com/institutional-banking/corporate-trust-and-agency-services/corporate-trust/mergers-and-acquisitions

For over 75 years, UMB has been a dependable provider of corporate trust, escrow agent and paying agent services. As an independent third party in M&A transactions, UMB delivers flexible, responsive, and cost-effective escrow services while helping preserve capital and protecting transaction funds. Our paying agent services also support the timely and accurate distribution of funds to shareholders, helping ensure a smooth transaction experience.
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
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.
Dechert LLP

Dechert LLP
www.dechert.com/

Dechert is the law ﬁrm that helps business leaders lead. For more than 150 years, we have advised clients on critical issues – from high-stakes litigation to ﬁrst-in-market transaction structures and complex regulatory matters. Our lawyers in commercial centers worldwide are immersed in the key sectors we serve – ﬁnancial services, private capital, real estate, life sciences and technology.

Dechert represents buyers, sellers, and advisers in planning, negotiating, structuring and executing sophisticated M&A transactions around the globe. Whether the deal is domestic or international, public or private, negotiated or hostile, worth millions or billions of dollars, our M&A team’s commitment to achieving our clients’ business imperatives remains consistent: structure financeable deals, focus on speed-to-market execution, and protect our clients’ interests in all phases of the transaction. Dechert has been recognized as a top M&A law firm in the United States, Europe and Asia by the most prominent legal directories and league tables, including Chambers, Legal 500, IFLR1000, Bloomberg, LSEG, and The Deal.
Harvey
Harvey
www.harvey.ai/
Harvey is the operating system for legal and professional services. Our products streamline workflows in areas including contract analysis, due diligence, compliance, and litigation to drive efficiency and value. Global law firms and Fortune 500 enterprises around the world use Harvey to enable faster, smarter decision-making. Backed by world-class investors including Sequoia, Kleiner Perkins, GV, OpenAI Startup Fund, Coatue, Andreessen Horowitz, GIC and EQT, Harvey is used by 2,000+ customers in 60+ countries.

What Harvey Does: Harvey’s AI platform for legal includes the following tools:

Assistant — Draft, strategize, and synthesize across vast datasets.

Vault — Collaborate on large-scale projects with secure document storage.

Knowledge — Leverage public and proprietary databases of legal, tax, and business knowledge
Workflows — Work with agents specifically designed to solve complex, recurring legal tasks.
Hogan Lovells Cadwalader

Hogan Lovells Cadwalader
www.hlc.com/

When the stakes are high and the consequences far-reaching, we deliver the decisive counsel that helps clients move markets, shape industries, define new opportunities, and succeed.

At the intersection of business, finance, and government
We work and thrive where the world is shifting fastest, at the intersection of business, finance, and government. Our deep understanding of highly regulated sectors gives clients a distinctive, forward-looking perspective. From financial innovation, global transactions, precedent-setting disputes, to shaping the regulatory landscape, we create transformative outcomes for and with our clients.

Counsel that cuts through
Our focus is absolute: delivering advice that cuts through complexity and gives our clients the edge to succeed. We bring sharp thinking, deep commercial understanding, and an uncompromising commitment to every client mandate.

Global reach and local excellence
One spirit of excellence, connected across the world. With 3,100 lawyers worldwide, we are both truly global and locally exceptional – strategically positioned in the markets that matter most for our clients.

Supporting society and communities
Our work goes beyond day to day legal advice. Through pro bono activities, community investment, and responsible business practices, we support organizations and initiatives that strengthen society, enrich civic and cultural life, and assist those most in need. In doing so, we have built deep, enduring relationships with the societies and communities we serve.

Built for what’s next
Shaped by centuries of innovation, we define progress. Helping clients manage risk, seize opportunity, and outpace change is not an ambition – it’s our mandate.

To act decisively.
To deliver beyond expectation.
To drive client success.
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 650 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.
Kirkland & Ellis

Kirkland & Ellis
www.kirkland.com

Kirkland & Ellis is an international law firm with approximately 4,000 attorneys representing clients in private equity, M&A and other complex corporate transactions, litigation and dispute resolution/arbitration, restructuring, and intellectual property matters. The Firm operates from 24 offices around the world: Austin, Bay Area, Beijing, Boston, Brussels, Chicago, Dallas, Frankfurt, Hong Kong, Houston, London, Los Angeles, Miami, Munich, Nashville, New York, Paris, Philadelphia, Riyadh, Salt Lake City, Shanghai, Tokyo and Washington, D.C.
Morrison Foerster

Morrison Foerster
www.mofo.com

Morrison Foerster is a leading full-service law firm, with a global network of 19 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, full-service law firm with more than 180 attorneys in Dallas, Fort Worth, 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. We are recognized by Chambers USA and Best Lawyers, and named a “Top Workplace” by the Dallas Morning News and Houston Chronicle, and a “Best Place to Work” by Austin Business Journal.
Paul, Weiss, Rifkind, Wharton & Garrison LLP

Paul, Weiss, Rifkind, Wharton & Garrison LLP
www.paulweiss.com/

Paul, Weiss, Rifkind, Wharton & Garrison LLP is a global law firm of more than 1,500 lawyers focused on helping clients navigate their most complex legal and business challenges. Known for the depth and excellence of its corporate, litigation and restructuring practices, Paul, Weiss works collaboratively to deliver commercial and innovative solutions, supported by a firmwide commitment to developing and empowering exceptional legal talent and an unwavering dedication to client service. The world’s largest and most important public and private corporations, asset managers and financial institutions look to the firm for advice.
Sidley Austin

Sidley Austin
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 12 practice areas, with a total of 34 national rankings (2025 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.
Willkie Farr & Gallagher

Willkie Farr & Gallagher
www.willkie.com

Willkie Farr & Gallagher LLP provides leading-edge legal solutions on complex, business critical issues spanning markets and industries. Our approximately 1,300 attorneys across 16 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/

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.
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. 8, 2026

Thursday Afternoon, Oct. 8, 2026

Friday Morning, Oct. 9, 2026

Conference Faculty

Planning Committee

Credit Info

MCLE Credit

Other Credit

MCLE Credit

Other Credit

Key Dates

Venue

The Ritz-Carlton

Accommodations

Parking Information

Our Sponsors

Latham & Watkins LLP

Sullivan & Cromwell LLP

Aon

Jackson Walker

Stout

Lincoln International

Haynes Boone

Willis

Blake, Cassels & Graydon LLP (Canada)

Gibson, Dunn & Crutcher LLP

Hunton

Proskauer

Skadden, Arps, Slate, Meagher & Flom LLP

Western Alliance Bank

McCarthy Tétrault LLP (Canada)

Mosaic Insurance

SRS Acquiom

UMB Bank

Baker Botts L.L.P.

Bracewell LLP

Cleary Gottlieb Steen & Hamilton LLP

Dechert LLP

Harvey

Hogan Lovells Cadwalader

Holland & Knight LLP

Katten Muchin Rosenman LLP

Kirkland & Ellis

Morrison Foerster

Munsch Hardt Kopf & Harr, P.C.

Paul, Weiss, Rifkind, Wharton & Garrison LLP

Sidley Austin

Stikeman Elliott LLP (Canada)

Vinson & Elkins LLP

Weil, Gotshal & Manges LLP

Willkie Farr & Gallagher

Wilmington Trust

The Texas Lawbook

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