18^th Annual

Mergers and Acquisitions Institute

America's Preeminent Private M&A Conference

Dallas Oct 6-7, 2022 The Ritz-Carlton
Conference Concluded

Live Webcast Oct 6-7, 2022
Conference Concluded

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DIAMOND SPONSORS
Akin Gump Strauss Hauer & Feld LLP
Aon
Jackson Walker
Kirkland & Ellis LLP
Latham & Watkins LLP
Sullivan & Cromwell LLP

PLATINUM SPONSORS
Blake, Cassels & Graydon LLP (Canada)
Haynes and Boone, LLP
McGriff Insurance Services
Mosaic Insurance
Truist Corporate Trust and Escrow Services
White & Case LLP
Wilmington Trust, N.A.
WTW

GOLD SPONSORS
Baker Botts
Calvetti Ferguson
Cleary Gottlieb Steen & Hamilton LLP
Computershare Corporate Trust
Freshfields Bruckhaus Deringer LLP
Gibson, Dunn & Crutcher LLP
Hallett & Perrin, P.C.
Holland & Knight LLP
Houlihan Lokey
Hunton Andrews Kurth LLP
Katten
McDermott Will & Emery
McMillan LLP (Canada)
Morrison & Foerster LLP
Munsch Hardt Kopf & Harr, P.C.
Sheppard, Mullin, Richter & Hampton LLP
Sidley Austin LLP
Skadden, Arps, Slate, Meagher & Flom LLP
Stout
U.S. Bank Global Corporate Trust
Weil, Gotshal & Manges LLP
Willkie Farr & Gallagher LLP
Winston & Strawn LLP

Download Brochure (PDF)

Overview

UT Law CLE’s Mergers and Acquisitions Institute is the leading private M&A conference of its kind in the United States 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 6, 2022
Day 2 October 7, 2022

Time

Credit

Subject

Speaker
Thursday Morning, Oct. 6, 2022
Presiding Officer:
Chad C. Schneider, Blake, Cassels & Graydon LLP - Calgary, Alberta, Canada
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 & Emery LLP - Dallas, TX
Larry E. Glasgow, Jackson Walker LLP - Dallas, TX
8:45 am

1.00 hr

Hot Topics in Private Equity M&A

All eyes are on Private Equity in 2022 to see how funds can deploy their continued unprecedented levels of dry powder in the current economic climate. Join top firm and in house M&A practitioners for a discussion on trends in PE M&A, including traditional whole company leveraged buy-outs, partial stake investments and acquisitions of public companies.

Moderator:
Rita-Anne O'Neill, Sullivan & Cromwell LLP - Los Angeles, CA
Panelists:
Deirdre Harding, TPG Capital - San Francisco, CA
Katherine M. Krause, Simpson Thacher & Bartlett LLP - New York, NY
Julia Papastavridis, Aon - New York, NY
Christina A. Tate, Winston & Strawn LLP - Dallas, TX
9:45 am

1.25 hrs

Texas Twists in M&A: The Latest and Greatest

Texas has become a top relocation destination for growing and dynamic companies in all industries. Experienced M&A practitioners address some of the key differences in Texas law that companies should know when navigating Texas M&A transactions.

Moderator:
Samantha Hale Crispin, Baker Botts L.L.P. - Dallas, TX
Panelists:
Byron F. Egan, Jackson Walker LLP - Dallas, TX
Robert R. Kibby, Munsch Hardt Kopf & Harr, P.C. - Dallas, TX
Chauncey Lane, Holland & Knight LLP - Dallas, TX
Mark S. Solomon, Katten Muchin Rosenman LLP - Dallas, TX
11:00 am

15-Minute Break
11:15 am

1.00 hr

More New Kids on the Block: State-of-the-Art M&A Clauses That You Need to Know

Explore state-of-the-art architecture and risk allocation features of the regulatory provisions in merger agreements in light of the current environment. Examine how top tier deals in healthcare and technology—which are facing the highest regulatory scrutiny—handle the “regulatory package”, including efforts covenants, specific structural or conduct undertakings, FTC “prior approval” requirements, commitments to litigate, control over regulatory strategy, reverse termination fees, and outside date extension mechanisms.

Moderator:
Jenny Hochenberg, Freshfields - New York, NY
Panelists:
Scott B. Crofton, Sullivan & Cromwell LLP - New York, NY
Robert B. Little, Gibson, Dunn & Crutcher LLP - Dallas, TX
Kimberly Spoerri, Cleary Gottlieb Steen & Hamilton LLP - New York, NY
Thursday Afternoon, Oct. 6, 2022
Presiding Officer:
John F. Clifford, McMillan LLP - Toronto, Ontario, Canada
LUNCHEON PRESENTATION
Dallas Only

Signature Ritz-Carlton Lunch

Included in registration. Please proceed to luncheon presentation.

Thank You to Our Luncheon Sponsor
12:45 pm

0.75 hr

Twitter's Lawsuit Against Elon Musk: A Lesson on the Limits of Boilerplate M&A Agreements

Is specific performance a sensible remedy for breach of a merger agreement, and thus a provision that should be included in the typical deal? Certainty can be important and efficient, but forcing a deal against the will of a party is not without cost. What are the alternatives to specific performance terms, and why do Delaware courts seem increasingly willing to enforce specific performance?

M. Todd Henderson, The University of Chicago Law School - Chicago, IL
1:30 pm

15-Minute Break
1:45 pm

1.00 hr

It’s Not Easy Being Green: Energy Dealmaking in a Decarbonizing Future

As ESG regulatory and public pressures mount, dealmakers in the energy industry have been forced to reevaluate how they approach M&A transactions. Be it sourcing deals and capital, structuring and diligizing transactions, or broadening investment mandates, the rules have changed for doing deals in a decarbonizing environment.

Moderator:
J. Holt Foster III, Sidley Austin LLP - Dallas, TX
Panelists:
Jesse E. Betts, Akin Gump Strauss Hauer & Feld LLP - Dallas, TX
Kevin T. Crews, Kirkland & Ellis LLP - Dallas, TX
Chris McCabe, Cowen Inc. - San Francisco, CA
Christina Sanders, NGP Energy Capital Management - Dallas, TX
2:45 pm

1.00 hr

Traps for the Conventional M&A Thinker: More From Glenn West

Simply stated: anyone who thinks they know enough law to practice transactional work is probably wrong and should attend this presentation.

Glenn D. West, Weil, Gotshal & Manges LLP - Dallas, TX
3:45 pm
Dallas Only

11th 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
4:15 pm

1.25 hrs

What’s So Different About Tech M&A?

Think tech M&A is a piece of cake? Do you know what a “re-vest” structure is? How about the latest in risk allocation for infringement of unknown patents? NFTs? The Metaverse? Phase II Study? Why is the payout spreadsheet for VC-backed company acquisitions so complicated? This panel outlines what is different about tech M&A and discusses the major topics you need to understand to play in this space.

Moderator:
Craig Menden, Willkie Farr & Gallagher LLP - Palo Alto, CA
Panelists:
Richard E. Climan, Hogan Lovells US LLP - Silicon Valley, CA
Joanna Lin, McDermott Will & Emery - Dallas, TX
Michael G. O'Bryan, Morrison & Foerster LLP - San Francisco, CA
Jenifer Smith, Latham & Watkins LLP - Austin, TX
5:30 pm

Adjourn
Dallas Only

Cocktail Reception (in Dallas from 5:30 p.m. – 6:30 p.m.)

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

Thank You to Our Cocktail Reception Sponsor
Thank You to Our Additional Platinum and Gold Sponsors

Speakers’ Dinner Sponsor

Wireless Sponsor

Lanyard Sponsor

Webcast Underwriter

Hand Sanitizer Sponsor

Tote Bag Sponsor

Hotel Key Card Sponsor

Time

Credit

Subject

Speaker
Friday Morning, Oct. 7, 2022
Presiding Officer:
Steven R. Tredennick, White & Case 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 Beverage Bar Sponsor
8:25 am

Morning Announcements
8:30 am

1.00 hr

RWI Update and the Due Diligence and Underwriting Process

As RWI continues to dominate deal indemnification structures, hear an update on current terms of RWI policies and an in-depth discussion on the expected due diligence process and underwriting call for an RWI policy from experienced counsel as well as from the underwriter's perspective.

Moderator:
David Rex, Prophet Equity - Southlake, TX
Panelists:
Chris Graham, QBE North America - New York, NY
Henry Stark, Norton Rose Fulbright US LLP - Dallas, TX
Andrew Zimmerman, WTW - New York, NY
9:30 am

1.00 hr ethics

Deal Ethics

A discussion on a number of ethical issues that come up in the practice of mergers and acquisitions, including whether the same firm can represent two bidders for the same target, other conflicts of interest, the no-contact rule, managing the lawyer’s duty for truthfulness and protecting the client’s privilege.

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

1.25 hrs

Cultural Divide: More Mock Negotiation of a Strategic Acquisition of a Private-Equity-Backed Company

With their signature brand of mock negotiation, the panelists illuminate even more culture clashes that can emerge when a strategic buyer squares off against a private equity sponsor seeking to sell one of its portfolio companies. With the aid of an expert in the area of rep & warranty insurance (RWI), the panelists explore the challenges of using RWI to bridge the parties’ disparate negotiating positions.

Richard E. Climan, Hogan Lovells US LLP - Silicon Valley, CA
Joel I. Greenberg, Arnold & Porter Kaye Scholer LLP - New York, NY
William M. Monat, Mosaic Insurance - Chicago, IL
11:45 am

Adjourn

Day 1 October 6, 2022
Day 2 October 7, 2022

Download Schedule

Conference Faculty

David I. Albin

Finn Dixon & Herling LLP
Stamford, CT

Jesse E. Betts

Akin Gump Strauss Hauer & Feld LLP
Dallas, TX

Wilson Chu

McDermott Will & Emery LLP
Dallas, TX

Richard E. Climan

Hogan Lovells US LLP
Silicon Valley, CA

Kevin T. Crews

Kirkland & Ellis LLP
Dallas, TX

Samantha Hale Crispin

Baker Botts L.L.P.
Dallas, TX

Scott B. Crofton

Sullivan & Cromwell LLP
New York, NY

Nathaniel L. Doliner

Carlton Fields
Tampa, FL

Byron F. Egan

Jackson Walker LLP
Dallas, TX

J. Holt Foster III

Sidley Austin LLP
Dallas, TX

Larry E. Glasgow

Jackson Walker LLP
Dallas, TX

Chris Graham

QBE North America
New York, NY

Joel I. Greenberg

Arnold & Porter Kaye Scholer LLP
New York, NY

Deirdre Harding

TPG Capital
San Francisco, CA

M. Todd Henderson

The University of Chicago Law School
Chicago, IL

Jenny Hochenberg

Freshfields
New York, NY

Robert R. Kibby

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

Katherine M. Krause

Simpson Thacher & Bartlett LLP
New York, NY

Chauncey Lane

Holland & Knight LLP
Dallas, TX

Joanna Lin

McDermott Will & Emery
Dallas, TX

Robert B. Little

Gibson, Dunn & Crutcher LLP
Dallas, TX

Chris McCabe

Cowen Inc.
San Francisco, CA

Craig Menden

Willkie Farr & Gallagher LLP
Palo Alto, CA

William M. Monat

Mosaic Insurance
Chicago, IL

Michael G. O'Bryan

Morrison & Foerster LLP
San Francisco, CA

Rita-Anne O'Neill

Sullivan & Cromwell LLP
Los Angeles, CA

Julia Papastavridis

Aon
New York, NY

David Rex

Prophet Equity
Southlake, TX

Christina Sanders

NGP Energy Capital Management
Dallas, TX

Jenifer Smith

Latham & Watkins LLP
Austin, TX

Mark S. Solomon

Katten Muchin Rosenman LLP
Dallas, TX

Kimberly Spoerri

Cleary Gottlieb Steen & Hamilton LLP
New York, NY

Henry Stark

Norton Rose Fulbright US LLP
Dallas, TX

Christina A. Tate

Winston & Strawn LLP
Dallas, TX

Glenn D. West

Weil, Gotshal & Manges LLP
Dallas, TX

Andrew Zimmerman

WTW
New York, NY

Planning Committee

Wilson Chu—Co-Chair

McDermott Will & Emery 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

Dawud Crooms

Atlantic Aviation
Dallas, TX

Byron F. Egan

Jackson Walker LLP
Dallas, TX

Jeff Jones

Stephens Inc.
Dallas, TX

Robert R. Kibby

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

Cookie F. Munson

SAM Holding Company, Inc. & Subsidiaries (SAM)
Austin, TX

David Rex

Prophet Equity
Southlake, TX

Brittany A. Sakowitz

Kirkland & Ellis LLP
Houston, TX

Nina Tsai

NetEase
Dallas, TX

Jennifer T. Wisinski

Haynes and Boone, LLP
Dallas, TX

MCLE Credit

Texas – 10.50 hrs | 1.00 hrs Ethics

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

California – 10.50 hrs | 1.00 hrs Ethics

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

New Jersey – Available Via Reciprocity – 12.50 hrs | 1.00 hrs Ethics

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

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

New York – Available Via Reciprocity – 12.50 hrs | 1.00 hrs Ethics

As The University of Texas School of Law is a Oklahoma Bar Association presumptively approved MCLE provider (#169), and Oklahoma is a New York Approved Jurisdiction on List A, our courses are approved for MCLE credit based on a 50-minute credit hour, and in accordance with the Program Rules and the Regulations and Guidelines of the New York State Continuing Legal Education Board. More information and details can be found at Section 6 of the Regulations and Guidelines (PDF).

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

Ohio – 10.50 hrs | 1.00 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 – 12.50 hrs | 1.00 hrs Ethics

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

Pennsylvania – 10.50 hrs | 1.00 hrs Ethics

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

Tennessee – 10.50 hrs | 1.00 hrs Ethics

You must claim your credit online in Your Briefcase, and will then be provided a Certificate of Attendance for your records. Attorney attendance will be reported to Tennessee within 2 weeks after credit is claimed and submit. Any credit submitted to UTCLE more than 45 days after the end of the conference may not be submitted to Tennessee. 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 – 10.50 hrs | 1.00 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 – 12.50 hrs

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

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

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

MCLE Credit

Texas – 10.50 hrs | 1.00 hrs Ethics

You may claim your credit online in Your Briefcase, and UT Law CLE will report credit on your behalf to the State Bar of Texas. A Certificate of 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 – 10.50 hrs | 1.00 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 – 12.50 hrs | 1.00 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 – 12.50 hrs | 1.00 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 – 10.50 hrs | 1.00 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 – 12.50 hrs | 1.00 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 – 10.50 hrs | 1.00 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.

Tennessee – 10.50 hrs | 1.00 hrs Ethics

To claim Tennessee MCLE credit, Tennessee 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. Attorney attendance will be reported to Tennessee within 2 weeks after credit is claimed and submit. Any credit submitted to UTCLE more than 45 days after the end of the conference may not be submitted to Tennessee. 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 – 10.50 hrs | 1.00 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 – 12.50 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 6-7, 2022 – The Ritz-Carlton

Conference Concluded

Live Webcast – Oct 6-7, 2022

Conference Concluded

Buy

Dallas
Live Webcast

Individual
Last day for $895.00 Regular pricing: Sep 28, 2022

$995.00 for registrations received after this time

In-House Counsel
Last day for $595.00 Regular pricing: Sep 28, 2022

$695.00 for registrations received after this time

Group (5 registrants minimum)
Last day for $805.00 Regular pricing: Sep 28, 2022

$855.00 for registrations received after this time

Group (10 registrants minimum)
Last day for $715.00 Regular pricing: Sep 28, 2022

$765.00 for registrations received after this time

Last day for cancellation (full refund): Sep 30, 2022

$100 processing fee applied after this date

Last day for cancellation: Oct 3, 2022

Individual
Last day for $695.00 Regular pricing: Sep 28, 2022

$795.00 for registrations received after this time

In-House Counsel
Last day for $595.00 Regular pricing: Sep 28, 2022

$695.00 for registrations received after this time

Group (5 registrants minimum)
Last day for $625.00 Regular pricing: Sep 28, 2022

$675.00 for registrations received after this time

Group (10 registrants minimum)
Last day for $555.00 Regular pricing: Sep 28, 2022

$605.00 for registrations received after this time

Last day for cancellation (full refund): Sep 30, 2022

$100 processing fee applied after this date

Last day for cancellation: Oct 3, 2022

Venue

The Ritz-Carlton

2121 McKinney Avenue
Dallas, TX
800.960.7082 (reservations)

Parking Information

Valet parking only: $15 daily, $55 overnight

Our Sponsors

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

Latham & Watkins LLP

Latham & Watkins is an international law firm providing clients across the globe with exceptional legal services and innovative solutions to their most complex business issues and disputes. Clients turn to Latham for help with enterprise transforming transactions and to defend bet-the company-disputes as well as day-to-day guidance and preventative advice. Latham lawyers deliver market-leading service in more than 60 internationally recognized practices, regional and industry-focused teams, ranging from financial services to technology, oil and gas to retail. With more than 2,700 lawyers across a global platform spanning 14 countries, we are positioned in the world’s major financial, business, and regulatory centers to serve clients—wherever they may be. Affirming the firm culture and strong client relationships, Latham was included on The American Lawyer’s prestigious “A-List” for the 17th consecutive year and ranked among the top ten global law firms in Law360’s 2018 Global 20 list.
www.lw.com
Sullivan & Cromwell LLP

Sullivan & Cromwell LLP provides the highest quality legal advice and representation to clients around the world. The results the firm achieves have set it apart for more than 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.

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

S&C comprises more than 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.
www.sullcrom.com
Akin Gump Strauss Hauer & Feld LLP

Akin Gump is a global law firm focused on providing extraordinary client service, a rewarding environment for our diverse workforce and exceptional legal representation irrespective of ability to pay. The deep transactional, litigation, regulatory and policy experience we bring to client engagements helps us craft innovative, effective solutions and strategies. Since 1945, Akin Gump has served clients, providing creative, effective transactional, litigation and public policy counsel and representation. From a single office and two lawyers in Dallas, the firm has grown to 19 offices spanning the U.S., Europe, Asia and the Middle East, and a diverse workforce of more than 900 lawyers, working alongside clients to address challenges and achieve goals where they live and work.
www.akingump.com
Aon

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.
www.aon.com
Jackson Walker

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 almost 400 attorneys in our seven 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.
www.jw.com
Kirkland & Ellis LLP

Kirkland & Ellis is an international law firm with more than 2,700 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 15 offices around the world: Beijing, Boston, Chicago, Dallas, Hong Kong, Houston, London, Los Angeles, Munich, New York, Palo Alto, Paris, San Francisco, Shanghai and Washington, D.C.
www.kirkland.com
Blake, Cassels & Graydon LLP (Canada)

For 165 years, Blakes has proudly served many of Canada's and the world's leading businesses and organizations. The firm has built a reputation during that time as both a leader in the business community and in the legal profession. In 2021, and for the seventh time and sixth consecutive year, Blakes was named the leading law firm brand in the Thomson Reuters Canada Law Firm Brand Index (formerly, Acritas Canadian Law Firm Brand Index). We also received the most top-tier rankings by practice area of any Canadian law firm for the fourth consecutive year in Chambers Canada: The World’s Leading Lawyers for Business.

We also consistently rank as one of the top Canadian firms on the Bloomberg, Thomson Reuters and merger market M&A league tables in terms of transactional value or number of deals for Canadian announced transactions. We have more than 670 lawyers in offices in Montréal, Ottawa, Toronto, Calgary, Vancouver, New York, and London. Serving a diverse national and international client base, our integrated network of offices worldwide provides clients with access to the Firm’s full spectrum of capabilities in virtually every area of business law. Whether an issue is local or multi-jurisdictional, practice-area specific or interdisciplinary, Blakes handles transactions of all sizes and levels of complexity.
www.blakes.com
Haynes and Boone, LLP

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. The Haynes Boone M&A team plays an integral role in continuing to carry out this endeavor, and understands more than ever how to get business done in an increasingly global and complex marketplace.

The Haynes Boone 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 $48 billion. The firm routinely represents financial sponsors including private equity funds, public companies, closely held companies, founders and family businesses

The firm’s recent recognition includes being ranked in Chambers USA, Chambers and Partners, in the 2021 Corporate/M&A (Texas) list; in the Legal 500 U.S. M&A middle-market category for 2021; and receiving a U.S. News & World Report and Best Lawyers® “Best Law Firms” National Tier 2 ranking in Corporate Law in 2021. Also, the firm was recognized for excellence in the BTI Consulting Group’s 2022 “A-Team” report, which identifies the law firms that in-house counsel commend for providing superior client service.
www.haynesboone.com
WTW

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.
www.wtwco.com
Mosaic Insurance

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.
www.mosaicinsurance.com
Truist Corporate Trust and Escrow Services
At Truist Corporate Trust and Escrow Services, our skilled M&A specialists offer an amazing depth of insight and expertise that spans a wide range of both domestic and international challenges. We excel because our focus is on solutions rather than silos – with a dedicated single point of contact to help quickly and seamlessly achieve your transaction goals.

Rapid response

From timely account set-up to asset transfer, we deliver responsive end-to-end escrow services and rapid turnaround.

Expertise

Our team of specialists (averaging 20+ years of institutional trust experience) bring a depth of knowledge and insights that span a wide range of escrow needs to ensure the smooth management of your transaction.

Efficient, cost-effective solutions

Fast, accurate transaction closings help to minimize operating costs and servicing time, enabling us to efficiently manage all of your escrow needs.

To find out how we can better support and streamline your transaction, visit www.truist.com/ctes.
www.truist.com/ctes
White & Case LLP
White & Case is a leading global law firm with lawyers in 45 offices across 31 countries. Among the first US-based law firms to establish a truly global presence, we provide counsel and representation in virtually every area of law that affects cross-border business. Our clients value both the breadth of our global network and the depth of our US, English and local law capabilities in each of our regions and rely on us for their complex cross-border transactions, as well as their representation in arbitration and litigation proceedings.

Click the following links to learn more:

White & Case M&A Explorer

Debt Explorer

CFIUS FIRRMA Tool

White & Case Latest M&A Report

www.whitecase.com
Wilmington Trust, N.A.

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.
www.wilmingtontrust.com
McGriff Insurance Services

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.
www.mcgriff.com
Baker Botts

Baker Botts is a globally respected law firm with 650 lawyers and 11 international offices. We are driven by the highest ethical and professional standards. This professionalism, combined with industry knowledge and insights, and our understanding of the law, helps us to deliver effective, innovative solutions for our clients.

Since 1840, Baker Botts has delivered results-oriented services, establishing us as a leading global law firm. Our reputation is complemented by our leadership in government, the judiciary, and our communities. Regardless of size, sector or jurisdiction of a client, our commitment is to help achieve their business objectives. BakerBotts.com
www.bakerbotts.com
Calvetti Ferguson

Calvetti Ferguson is one of the largest independent accounting and advisory firms based in Texas. Our professionals advise clients in a wide range of industries, including oil & gas (upstream, downstream & midstream), energy services, private equity, hospitality, healthcare, real estate, construction, manufacturing & distribution, technology, and business services. The clients we advise include public and private multinational companies, private equity sponsors and their portfolio companies, boards of directors, investment funds, and entrepreneurs. No matter which stage our clients are in, we can help guide them through mitigating risk, optimizing cash flow, and scaling for growth and sustainability. Recognized by Forbes as one of America’s Top Recommended Tax and Accounting Firms in 2020 & 2021, Calvetti Ferguson is also an INSIDE Public Accounting Top 200 and Fastest Growing Firm. Calvetti Ferguson is an independent member firm of PrimeGlobal, the fourth largest association of independent accounting firms with approximately 300 member firms in over 90 countries.

www.calvettiferguson.com
Cleary Gottlieb Steen & Hamilton LLP

Founded by seven lawyers in 1946, Cleary Gottlieb has grown to over 1,100 lawyers from more than 50 countries, working across practices, industries, jurisdictions, and continents to provide clients with simple, actionable approaches to their most complex legal and business challenges.

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.
www.clearygottlieb.com
Computershare Corporate Trust

Computershare Corporate Trust is a market leader with decades of experience as a provider of trustee and agency services for private and public companies, investment bankers, asset managers as well as governments and institutions. We offer a wide range of services that fulfill our clients’ unique and emerging needs in corporate and structured finance, debt issuance and mergers and acquisitions (M&A).

With the acquisition of Wells Fargo CTS in November 2021, Computershare Corporate Trust is among the top providers in the US ranking #1 in CMBS, CRE CLO, RMBS, ABS and top 4 in Conventional Debt and CLO markets. Our team of more than 2,000 employees continues our commitment to delivering the highest standards of service and value to our entire client base.

For more information, visit computershare.com/corporatetrust computershare.com
Freshfields Bruckhaus Deringer LLP

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.
www.freshfields.com
Gibson, Dunn & Crutcher LLP

Gibson Dunn is a full-service law firm with over 1,400 lawyers in 20 offices worldwide, including Dallas and Houston. With more than 100 M&A partners and a total of nearly 275 lawyers in the practice group, we are one of the leading law firms in the world representing clients in complex M&A transactions. Named a Texas Powerhouse by Law360, Gibson Dunn has long recognized the importance of having a Texas presence. The addition of an array of prominent partners to the Dallas office in recent years and the 2017 opening of a Houston base exemplify Gibson Dunn’s long-term commitment to the Lone Star State. Gibson Dunn’s new office in Houston adds a team of highly regarded partners who focus on corporate transactions in the energy sector. Our transactional lawyers have handled some of the largest and most complex matters in the world, and we have extensive experience in all types of domestic and cross-border M&A transactions. Our clients include most of the Fortune 100 and more than half of the Fortune 500 companies. Our Texas Corporate/M&A practice is led by the firm’s global M&A co-chair and has been recognized by Chambers USA. We are a recognized leader in representing companies ranging from start-up ventures to multinational corporations in all major industries.
www.gibsondunn.com
Hallett & Perrin, P.C.

Hallett & Perrin is celebrating its 30th year as a Dallas-based business law firm that is specifically positioned to serve business clients with multiple legal needs. Our bench of approximately 40 purposefully selected attorneys excel at forming lasting relationships that are built upon exemplary service, proven expertise, and a level of efficiency and value that only experienced lawyers can achieve. Our firm provides clients with affordable access to the legal capabilities that most businesses will eventually need. From initial business formation and incorporation, to funding, to tax and liability claims, to issues involving the growth or eventual sale of a business, as well as litigating those situations that ultimately arise in disputes, we provide all the services needed within an agile, focused and service-oriented environment. As a valued Hallett & Perrin client, you can trust our attorneys to provide you with practical counsel that is focused squarely on your objectives and your best interests. If you want a firm that is committed to providing value, results, and service at every turn, we’re all in.
www.hallettperrin.com
Holland & Knight LLP

Holland & Knight LLP is a global law firm with more than 1,700 lawyers and other professionals in 32 offices around the world. The firm's lawyers provide full-service representation in business, litigation, real estate and governmental law. With more than 300 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.
www.hklaw.com
Houlihan Lokey

Houlihan Lokey (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital markets, financial restructuring, valuation, and strategic consulting. The firm serves corporations, institutions, and governments worldwide with offices in the United States, Europe, and the Asia-Pacific region. Independent advice and intellectual rigor are hallmarks of the firm’s commitment to client success across its advisory services. Houlihan Lokey is ranked as the No. 1 M&A advisor for all U.S. transactions, the No. 1 global restructuring advisor, and the No. 1 global M&A fairness opinion advisor over the past 20 years, according to Thomson Reuters. For more information, please visit www.HL.com.
www.hl.com
Hunton Andrews Kurth LLP

With over 900 lawyers in the United States, Asia, Europe and the Middle East, Hunton Andrews Kurth LLP 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, and retail and consumer products 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 1,000 transactions worth approximately $250 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.
www.huntonAK.com
Katten

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, financial markets and funds, insolvency and restructuring, intellectual property, litigation, real estate, structured finance and securitization, transactional tax planning, 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. For more information, visit katten.com.
www.katten.com
McDermott Will & Emery

McDermott Will & Emery partners with leaders around the world to fuel missions, knock down barriers and shape markets. Our team works seamlessly across practices, industries and more than 20 locations to deliver highly effective solutions that propel success. More than 1,200 lawyers strong, we bring our personal passion and legal prowess to bear in every matter for our clients and the people they serve. At McDermott, our mantra is #AlwaysBetter. It means that we wake up each morning thinking about how we can be that much better than the day before. This drive for constant improvement is in our DNA—and it pushes us, every day, to be a better partner for you.
www.mwe.com
McMillan LLP (Canada)

McMillan is a leading business law firm serving public, private and not-for-profit clients across key industries in Canada, the United States and internationally. With recognized expertise and acknowledged leadership in major business sectors, we provide solutions-oriented legal advice through our offices in Vancouver, Calgary, Toronto, Ottawa, Montréal and Hong Kong.

McMillan’s M&A team has extensive experience managing M&A transactions, small to large, public and private, for global conglomerates, foreign investors, strategic and financial buyers, private equity firms, entrepreneurs and other investors. Subject-matter experts in all required disciplines, including first-rate tax specialists and some of Canada’s leading competition law experts, are available to support the M&A team. In addition to maintaining high standards of excellence with respect to our legal work, we pride ourselves on our ability to remain focused on the business deal and work cooperatively with co-counsel and other advisors to bring transactions successfully to a close.
mcmillan.ca
Morrison & Foerster LLP

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.
mofo.com
Munsch Hardt Kopf & Harr, P.C.

Munsch Hardt Kopf & Harr, P.C., is a Texas-based, mid-sized commercial law firm with more than 150 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.
www.munsch.com
Sheppard, Mullin, Richter & Hampton LLP

Sheppard Mullin is a full service Global 100 firm with 800 attorneys in 16 offices located in the United States, Europe and Asia. Since 1927, companies have turned to Sheppard Mullin to handle corporate and technology matters, high stakes litigation and complex financial transactions. The development and expansion of our practice in response to client needs remains the core focus of our leadership. Our attorneys take the time to understand not only the legal needs of our clients but also their business objectives. Our legal and business acumen, value for fees incurred, commitment to client service, and adherence to the highest ethical standards combine to set Sheppard Mullin apart. In the U.S., the firm's clients include more than half of the Fortune 100. For more information, please visit www.sheppardmullin.com.
www.sheppardmullin.com
Sidley Austin LLP

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 and the compliance hurdles imposed by new legislation and related regulations in the Asia Pacific region, Europe and the U.S. 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. In 2021, Sidley was counsel on more than 720 M&A transactions totaling in excess of US$434 billion in deal value.
www.sidley.com
Skadden, Arps, Slate, Meagher & Flom LLP

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.
www.skadden.com
Stout

Stout is a global investment bank and advisory firm specializing in corporate finance, valuation, financial disputes, and investigations. Stout leverages its considerable investment banking, transaction advisory, and valuation experience to assist clients in making sound business decisions and completing their critical transactions. We provide industry-specialized M&A advisory, private financing of debt and equity, special situations & distressed M&A, financial due diligence, IT due diligence, fairness opinions and solvency opinions, and other M&A support services across a wide range of industries to companies ranging from middle-market private to mid-capitalization public. Stout is recognized as the number one fairness opinion provider in 2020 by Refinitiv’s Global Mergers & Acquisitions Review. For more information, visit www.stout.com.
www.stout.com
U.S. Bank Global Corporate Trust

U.S. Bank Global Corporate Trust is a leading provider of corporate trust services in the United States and Europe, serving private and public companies, government and tax-exempt entities, and financial institutions. We operate a network of more than 50 domestic offices and two international locations in London and Dublin. Our tenured teams provide expert guidance backed by financial strength and resources to help our clients achieve success.

Our team of experts has the resources and experience to deliver efficient escrow, investment and paying agent services supporting M&A transactions. We are focused on providing responsive service, ensuring that M&A escrow and paying agent matters close timely, accurately and securely. Whatever the size or needs of the deal and client, we offer sound financial support and the proven ability to execute under the most challenging circumstances.
www.usbank.com/corporatetrust
Weil, Gotshal & Manges LLP

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 and 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.
www.weil.com
Willkie Farr & Gallagher LLP
Willkie Farr & Gallagher LLP is an elite international law firm of approximately 750 lawyers located in 12 offices in six countries. For more than 130 years, we have represented companies across a wide spectrum of businesses and industries. The firm is comprised of attorneys who are recognized as some of the world’s foremost practitioners in their respective fields, which include corporate/M&A, private equity, business reorganization and restructuring, complex litigation, compliance / investigations / enforcement, antitrust and competition, asset management and insurance and reinsurance, among several specialty areas. Willkie brings together multidisciplinary capabilities to deliver comprehensive advice in an integrated manner, creating value for clients.

Click the following links to learn more:

Willkie Farr Mergers and Acquisitions Brochure

Willkie Farr Firm Overview Brochure

www.willkie.com
Winston & Strawn LLP

Winston & Strawn LLP is a global law firm with 900+ attorneys across 16 offices in Brussels, Charlotte, Chicago, Dallas, Hong Kong, Houston, London, Los Angeles, Miami, New York, Paris, San Francisco, São Paulo, Shanghai, 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.
winston.com

18th Annual

Mergers and Acquisitions Institute

America's Preeminent Private M&A Conference

Dallas Oct 6-7, 2022 The Ritz-Carlton Conference Concluded

Live Webcast Oct 6-7, 2022 Conference Concluded

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Related products: eConference Materials

Overview

Event Schedule

Thursday Morning, Oct. 6, 2022

Thursday Afternoon, Oct. 6, 2022

Friday Morning, Oct. 7, 2022

Conference Faculty

David I. Albin

Jesse E. Betts

Wilson Chu

Richard E. Climan

Kevin T. Crews

Samantha Hale Crispin

Scott B. Crofton

Nathaniel L. Doliner

Byron F. Egan

J. Holt Foster III

Larry E. Glasgow

Chris Graham

Joel I. Greenberg

Deirdre Harding

M. Todd Henderson

Jenny Hochenberg

Robert R. Kibby

Katherine M. Krause

Chauncey Lane

Joanna Lin

Robert B. Little

Chris McCabe

Craig Menden

William M. Monat

Michael G. O'Bryan

Rita-Anne O'Neill

Julia Papastavridis

David Rex

Christina Sanders

Jenifer Smith

Mark S. Solomon

Kimberly Spoerri

Henry Stark

Christina A. Tate

Glenn D. West

Andrew Zimmerman

Planning Committee

Wilson Chu—Co-Chair

Larry E. Glasgow—Co-Chair

Joanna Jefferson—Director

Dawud Crooms

Byron F. Egan

Jeff Jones

Robert R. Kibby

Cookie F. Munson

David Rex

Brittany A. Sakowitz

Nina Tsai

Jennifer T. Wisinski

Credit Info

MCLE Credit

Other Credit

MCLE Credit

Other Credit

Key Dates

Venue

The Ritz-Carlton

Parking Information

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18^th Annual

Dallas Oct 6-7, 2022 The Ritz-Carlton
Conference Concluded

Live Webcast Oct 6-7, 2022
Conference Concluded