Agenda | | PRINT THIS PAGE | |
| 8:00am | Registration/ Breakfast |
| 8:45am | M&A Current Topic Paper | Lisa Wright, Director of Research & Operations
Zephus
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Introduction to the sponsoring companies and presentation of an M&A Current Topic paper, prepared by Zephus' Head of Research, Ed Mountifield.
Highlights of the paper include a comparison of deal activity in 2003 between large Fortune 1,000, middle market and small sized companies. The insightful analysis will reflect contrasting numbers of deals, values, sectors and emerging M&A trends within each.
The M&A Current Topic paper is an abbreviated supplement to Zephus' free, M&A Synopsis available quarterly at http://zephyr.bvdep.com.
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| 9:00am | M&A Experts Forum |
| | Welcome | Lisa Wright
Zephus
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| | Case Study: A Corporate Acquisition Success Story | Raymond Zale, Principal
J.H. Chapman
John Rothschild, Chairman
Prime Restaurant Group |
| | The client, Prime Restaurant Group and the advisor, J.H. Chapman Group LLC discuss a successful MBO, including each step in the corporate evolution, from the growth plan to a royalty trust.
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| | Preparing a Company for Sale | Joseph Johnson III, Managing Director
Goodwin Procter LLP |
| | To maximize stockholder value and minimize potential liability for directors, this session will discuss the appropriate steps to take before approaching any potential buyer.
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| 10:00am | Coffee Break |
| 10:15am | M&A Experts Forum | (continues) |
| | How to De-rail A Takeover Bid & How to Keep One On Track | Daniel Karson, Executive Managing Director
Kroll Inc. |
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Unique strategies for supporting and defending takeover bids, and practical approaches to strengthen a company's legal and financial situation.
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| | Sarbanes-Oxley's Impact on Corporate M&A: Where Are We Now? | Megan Zietsman, Partner,
Deloitte |
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Corporate dealmakers must grapple with how Sarbanes-Oxley will impact the deal environment in the long run. This session will give you valuable knowledge about what to consider when undergoing transactions based on real-life deal situations.
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| 11:15am | Q&A and Closing | Lisa Wright
Zephus |
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Please hold all your questions for this consolidated question and answer period at the end of the Forum.
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| 11:30am | Meet the Experts |
| | The forum is turned over to the attendees for an opportunity to network, meet the expert speakers and further their discussions over coffee. |
| Cost: | Event is gratis for professionals, reporters and researchers involved in M&A. |
| Location: | The Penn Club, 30 West 44th St., New York, NY |
| Register: | To register, please complete the registration form or call 212-797-3551.
Space is very limited, so please register early! |
| For more information, please contact Bureau van Dijk's Sara Hale at 212-797-3551or Suzanne Clare at 212-797-3551. |
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