2018 Mergers and Acquisitions eConference

Deal Driver Differences Between Private Equity and Strategic Players (Oct 2018)

Does private equity really do deals differently than strategic players? Explore “why” and “how” private equity behaves differently from strategics, and how those differences are manifested in their approach to deal making, particularity the deal points that they negotiate.

Originally presented: Oct 2018 Mergers and Acquisitions Institute

Larry E. Glasgow, Jackson Walker LLP - Dallas, TX
David J. Colletti Jr., 7-Eleven, Inc. - Dallas, TX
Scott B. Crofton, Sullivan & Cromwell LLP - New York, NY
Kirsten J. Jensen, Simpson Thacher & Bartlett LLP - Palo Alto, CA and Houston, TX
Stephen Yoost, Trive Capital - Dallas, TX

M&A After Tax Reform: A Practical Survival Guide to New Opportunities and Challenges Facing Deal Lawyers (Oct 2018)

The 2017 Tax Cuts and Jobs Act is incentivizing a new pattern of investment that will likely have profound implications for companies, particularly with respect to M&A. In plain English that deal lawyers will appreciate, gain practical tips on structuring and negotiating the deal to maximize (or not get blind-sided by) the changing landscape brought on by Tax Reform.

Originally presented: Oct 2018 Mergers and Acquisitions Institute

Samantha Hale Crispin, Baker Botts L.L.P. - Dallas, TX
Dave Klein, PricewaterhouseCoopers LLP - Dallas, TX
Alejandro Ruiz, McDermott Will & Emery LLP - Menlo Park, CA
J. Michael Threet, Haynes and Boone, LLP - Dallas, TX

How Representation and Warranty Insurance is Changing the Game (Oct 2018)

The “Insured Deal” is here to stay. Go beyond the basics and drill-down into provisions that should be negotiated and practices that should evolve when an insured deal is in play.

Originally presented: Oct 2018 Mergers and Acquisitions Institute

David Rex, Prophet Equity - Southlake, TX
David I. Albin, Finn Dixon & Herling LLP - Stamford, CT
Mary Duffy, American International Group, Inc. - London, England, United Kingdom
Richard Frye, Winston & Strawn LLP - Dallas, TX
Andrew Zimmerman, Willis Towers Watson - New York, NY

Special Issues in Acquisitions of Venture-Backed Companies (Oct 2018)

Why is a VC-backed target different, and how do those differences impact the process pursued and provisions negotiated? Examine critical and complicated issues that commonly arise in acquisitions of VC-backed companies, including complex waterfalls, blurring of management incentives with purchase price, disproportionate allocation of indemnity risk among stockholders/stakeholders, and fiduciary duties of VC-nominated directors.

Originally presented: Oct 2018 Mergers and Acquisitions Institute

Jessica C. Pearlman, K&L Gates LLP - Seattle, WA
Rick Fink, Fortis Advisors - San Diego, CA
Craig Menden, Cooley LLP - Palo Alto, CA
Brian Wheeler, SoftBank Investment Advisers - San Francisco, CA

Ethical Issues in M&A Transactions (Oct 2018)

Discuss recurring thorny ethical issues that have value in M&A transactions. Who is my client? How do I minimize the risk of losing the attorney-client privilege in the deal? Do I owe any ethical duties of candor to opposing counsel (i.e., the difference between lying and puffing)?

Originally presented: Oct 2018 Mergers and Acquisitions Institute

Byron F. Egan, Jackson Walker LLP - Dallas, TX
Bradley L. Whitlock, Scheef & Stone, L.L.P. - Dallas, TX

​Peak, Trough or Somewhere in Between: Navigating the Uncertainties of an Ever Changing Energy Market (Oct 2018)

The past few years have seen significant price fluctuations and investment cycles in the oil and gas industry. These uncertainties create their own set of legal issues for practitioners. Get an overview of the oil and gas M&A market from leading energy industry professionals, with highlights of the key industry-specific deal terms that every practitioner should know.

Originally presented: Oct 2018 Mergers and Acquisitions Institute

J. Holt Foster III, Thompson & Knight LLP - Dallas, TX
John Goodgame, Akin Gump Strauss Hauer & Feld LLP - Houston, TX
Michele Jones, JP Morgan Chase Bank, N.A. - Dallas, TX
Cliff W. Vrielink, Sidley Austin LLP - Houston, TX
Jeffrey A. Zlotky, NGP Energy Capital Management, LLC - Irving, TX

More Cake: Advanced Issues in Carve-Outs and Divestitures (Oct 2018)

An in-depth discussion of advanced issues in carveout transactions, including preparing your sell-side client for a divisional sale, advising your buy-side client on separation issues, navigating multi-jurisdictional carveouts and negotiating transition services, including data from the ABA Merger and Acquisitions Committee’s Carveout Deal Points Study.

Originally presented: Oct 2018 Mergers and Acquisitions Institute

Rita-Anne O'Neill, Sullivan & Cromwell LLP - Los Angeles, CA
Lance Gurley, Stephens Inc. - Dallas, TX
Michael G. O'Bryan, Morrison & Foerster LLP - San Francisco, CA
Kimberly R. Spoerri, Cleary Gottlieb Steen & Hamilton LLP - New York, NY

Mock Negotiation of the Tech Company Acquisition (Oct 2018)

A mock negotiation highlighting key issues in acquisitions of privately-held technology companies.

Originally presented: Oct 2018 Mergers and Acquisitions Institute

Richard E. Climan, Hogan Lovells US LLP - Menlo Park, CA
Joel I. Greenberg, Arnold & Porter Kaye Scholer LLP - New York, NY
John P. Brockland, Hogan Lovells US LLP - San Francisco, CA

Trending Issues in Negotiation of Indemnification Provisions (Oct 2018)

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

Originally presented: Oct 2018 Mergers and Acquisitions Institute

Robert R. Kibby, Munsch Hardt Kopf & Harr, P.C. - Dallas, TX
Cindy Y. Lin, King & Spalding LLP - Houston, TX
Michael A. Saslaw, Vinson & Elkins LLP - Dallas, TX
Mark S. Solomon, Katten Muchin Rosenman LLP - Dallas, TX

Have Sea Squirts Invaded Your Contract? Avoiding the Mindless Use of So-Called “Market” Terms You May or May Not Understand (Oct 2018)

Originally presented: Oct 2018 Mergers and Acquisitions Institute

Glenn D. West, Weil, Gotshal & Manges LLP - Dallas, TX

More Kicking and Screaming: Developments in Drag-Alongs and Other Minority Stockholder Squeeze-Out Techniques (Oct 2018)

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

Originally presented: Oct 2018 Mergers and Acquisitions Institute

Melissa A. DiVincenzo, Morris, Nichols, Arsht & Tunnell LLP - Wilmington, DE
Robert B. Little, Gibson, Dunn & Crutcher LLP - Dallas, TX