2017 Leadership in Corporate Divestitures and Acquisitions
Why You Should Attend!
The evolving political, regulatory and economic climate will shape deal activity in 2017. Top executives are analyzing the evolving valuation landscape to understand the outlook for the next 6-12 months versus 1-2 years.
Argyle is bringing together leading corporate divestiture, acquisition, and M&A executives to discuss these key issues at our annual Corporate Divestitures and Acquisitions Forum in New York City on January 18.
We will focus on the most pressing issues that M&A executives are facing, including:
KEYNOTE: "Downstream Perspectives on M&A in the Current Oil Price Environment," presented by Richard Oblath, Vice President, Shell International Petroleum Co. Ltd.
PANEL: "Managing Complex Cross-Border M&A Transactions"
PANEL: "Driving Successful Divestitures and Carve-Outs in the Modern Marketplaces"
KEYNOTE: "Advanced Gardening: Recovering from a storm (the unsuccessful acquisition of Office Depot) and getting back to growth through an acquisition and divestment program," presented by Jason Ellis, Senior Company Counsel, and Mark Weiss, Vice President, Deputy General Counsel, both from Staples.
Unlike other events, Argyle hosts invitation-only forums that are limited to top level M&A executives, and therefore attendance is complimentary. Our discussion based format is geared specifically towards Chief Strategy Officers, Chief Corporate Development Officers, as well Corporate Development, Business Development, M&A, FP&A, Transaction, and M&A Counsel executives at a VP or Director level.
We look forward to bringing together another fantastic faculty in 2017 and to hosting you alongside our community of Fortune 500 M&A leaders.
This event will feature insights from top
Nielsen View Bio »
Speaker bio coming soon...
Xylem View Bio »
Hyman Buchwald is Vice President, Corporate Development of Xylem Inc. (ITT Corporation’s Water Business Spin-off). He has responsibility for identifying, evaluating and executing all acquisitions and divestitures and collaborating with the business units in developing growth strategies, global expansion plans, acquisition pipeline and diversification priorities. Mr. Buchwald was previously Director, Corporate Development of ITT Corporation where he led numerous acquisitions and divestitures including the $1.7B acquisition of EDO Corporation, the $585M acquisition of Godwin Pumps and the $235M divestiture of CAS, Inc. Prior to joining ITT, Mr. Buchwald worked for 9 years at IBM as Corporate Development Executive and at its largest business unit, IBM Global Services, as a Business Development Executive. Prior to joining IBM, Mr. Buchwald practiced corporate and securities law for Kronish, Lieb, Weiner & Hellman, LLP., a mid-size New York City law firm. Mr. Buchwald received his MBA from NYU’s Leonard N. Stern School of Business in 1998 and his law degree from the Fordham University School of Law in 1991.
Staples View Bio »
Jason Ellis has practiced corporate and real estate law in various in house capacities and in private practice. Since joining Staples, Inc. as Senior Company Counsel, Jason helps support Staples’s M&A and divestiture activity, along with leading a legal team that supports all of the Real Estate, Construction and Facilities requirements for the company. Staples is the world’s largest office solutions provider and one of the biggest internet retailers, with over $20 billion in revenue and operations in 25 countries. Prior to Staples, Jason concentrated on the financing, due diligence, and structuring of real estate transactions for institutional real estate owners and operators. Jason earned a B.A. degree from Bates College in Lewiston, ME, and a law degree from Suffolk University Law School.
Guardian Life View Bio »
Irene has 30+ years of experience in the Human Resources profession, with experience within the retail, financial services, consumer products, financial services and insurance industries. She joined Guardian in October, 2016 to establish the firm’s HR for M&A function. Most recently for the past two years, she was VP – Human Resources for Mergers and Acquisitions for Mastercard where she led numerous due diligence and acquisition integrations for global transactions. Prior to that she was the lead HR Business Partner for the Mastercard Product organization and led diligence and integration work on behalf of the business unit.
Prior to joining Mastercard in 2011, Irene was the head of HR for Citi – The Student Loan Corporation. In this capacity, she managed the HR aspects of the sale, divestment, and acquisition integration of the business from Citi to Discover, including the preparation of the Offering Memorandum, management meetings, employee communications and full integration planning and implementation. As head of HR for Manufacturing and Supply Chain at Clairol she handled these functions during the sale of the company by Bristol-Myers Squibb to Procter & Gamble.
In addition, Irene has held HR business partner and talent acquisition roles for General Electric, American Express, MBIA and Macy’s. She holds a BS in Industrial and Labor Relations from Cornell and an MA in Organizational Psychology from Columbia.
Marlin Equity Partners View Bio »
Mr. Herrington is an Operating Executive in Marlin Operations Group, Inc., focused on conducting operational due diligence and providing operational support to portfolio companies across the software and financial technology sectors. Mr. Herrington has over 25 years of experience as an executive in the enterprise software and financial technology industries. Previously, he was the CEO of Shoutlet, a global social media marketing platform, where he was responsible for developing and executing a strategy that grew revenue by 50% over a two-year period and ultimately resulted in a successful exit and combination with the #2 player in the space. Prior thereto, Mr. Herrington served multiple executive roles at First Data Corporation, including EVP, Global Product Management and Innovation (a $6 billion P&L division with 3,000 employees across 43 countries), SVP, U.S. Merchant Products (a $3 billion P&L division with products supporting six million U.S. merchants) and SVP & General Manager, Prepaid Products (a $700 million P&L division). In addition, Mr. Herrington was the co-founder and CEO of the industry leader in electronic payroll distribution and related open-loop prepaid products, Money Network, which he sold to First Data Corporation. Prior to co-founding Money Network, Mr. Herrington held key executive management positions with leading technology firms including Oracle, i2 Technologies (subsequently merged with JDA Software) and American Software. Mr. Herrington earned a B.S. in Business Administration from the University of Memphis.
Pfizer View Bio »
Dana Hughes is a Vice President in Pfizer’s Worldwide Business Development group where he is the Global Head for Integration Management, Global Head of Alliance Management and also BD Operations. He completed the integration of Wyeth ($68B, 2009-2010, directly leading integration of the pharmaceutical business), completed the integration of King Pharmaceuticals ($4B, 2011) and managed the separation of Pfizer’s Nutrition and Animal Health businesses ($29B, 2011-2012). From 2012 on, Dana has sponsored the Pfizer Integration Community to propagate common tools, vocabulary and a cross-functional, integration-experienced cadre of colleagues that serve the variety of Pfizer’s successful integration projects. Most recently, he directly led the Allergan integration program (until cancelled in Apr 2016), and oversaw the integration of Anacor and Medivation. Pfizer’s enterprise alliance team overseas the largest, most complex partnered programs with peer global pharmaceuticals such as Bristol-Myers Squibb, Eli Lilly, Merck and Merck KGaA.
In addition to integration and alliance oversight, Dana has been involved in enterprise projects in corporate strategy, innovative deal structures and the design and construction of Pfizer’s new, sustainable Worldwide Research and Development organization.
Prior to Pfizer, Dana was a Principal in The Boston Consulting Group, focusing on the strategy and financial performance of healthcare and information technology clients. Earlier, Dana advised multi-industry businesses with Lazard Frères & Co. He was also a Senior Associate at the former CSC Index. Mr. Hughes has an MBA in international finance from Columbia Business School and an AB cum laude in Classical Archaeology from Harvard College. He lives in Brooklyn, NY.
The Chefs Warehouse View Bio »
Nicholas Ktorides is VP of Mergers and Acquisitions, Financial Planning and Analysis at The Chefs Warehouse (CHEF) with more than 10 years professional experience in key decision-making roles. Prior to joining the Chefs Warehouse, Nicholas served as VP of Corporate Development at Orion Seafoods Inc., a $300 million seafood company which was sold to Thai Union Group in March of 2014. In 2008 Mr. Ktorides co-founded Glacier Securities Inc. a full services broker dealer, after acquiring the North American operations of Glitnir Bank in the wake of the collapse of Lehman Brothers and Iceland’s financials system. At Glacier he served as Director of M&A and was responsible for originating and executing transactions valued at over $1.5 billion. Mr. Ktorides started his career in 2000 at First Capital Advisers, a middle market investment bank focused primarily on cross border acquisitions. Mr. Ktorides holds a Bachelor of Arts degree from Colby College, an M.S. in Logistics from the State University of New York and an MBA from the Columbia School of Business.
UDG Healthcare PLC View Bio »
Liam Logue is head of corporate development at UDG Healthcare plc. He joined UDG in 2003 and has led its transformation from an Irish and UK distribution services company to an international pharmaceutical services business. UDG has invested in more than 30 acquisitions and joint ventures in this timeframe, and today has operations in over 20 countries.
Liam is based in UDG’s North American offices in New Jersey.
Prior to UDG, Liam worked in investment banking, venture capital and trained as an accountant.
Liam graduated with a B.Sc in Accounting and Finance from Queen’s University Belfast and is an alumnus of Harvard Business School through its flagship executive management program.
CMS View Bio »
Thomas Meyding is a corporate/M&A partner with almost 30 years of experience. He mainly advises on national and international mergers and acquisitions, joint ventures, public takeovers, squeeze-outs and restructurings with a special focus on automotive, financial services and media sector. Prestigious rankings regularly name Thomas as one of Germany’s leading corporate and M&A lawyers.
He joined CMS Hasche Sigle in 1988 and was subsequently seconded to CMS Cameron McKenna in London. Thomas was made partner in 1993 and he is also admitted as a solicitor in England and Wales.
Coach View Bio »
Speaker bio coming soon...
Shell International Petroleum Co.Ltd View Bio »
In his current role based in London, Dick is accountable for overseeing and leading a number of Shell Downstream’s more complex and/or larger M&A activities. In addition he is Shell’s lead Director on the board of two pan-African JVs: Vivo Energy and Shell Vivo Lubricants.
He joined Shell in 1992 and was soon appointed as GM of the PET Chemicals business. Immediately prior to his current appointment he was VP, Downstream Portfolio Americas and Global PCRO in which he led all M&A activities in the region and the integration/implementation of Downstream transactions globally as well as post-closing rights & obligations. Prior to that he led Strategy & Portfolio activities for Shell Lubricants in the Eastern Hemisphere and held various senior positions in Shell Chemicals.
During these roles Dick has also served as Director of the major USA companies of the Royal Dutch Shell Group in addition to having been a Director of over 20 Shell JV companies across Asia..
Dick has a B.Sc. (Hons) in Metallurgy and Materials Science (Nottingham University, UK) and a Ph.D. in Electrochemistry (Royal Military College of Science/Imperial College, UK). Prior to joining Shell he held appointments for 14 years with The Goodyear Tire & Rubber Co. in various leadership roles in Strategy, Manufacturing, Technology and was President of a JV in Japan.
During his industrial career Dick has lived and worked in the UK, Luxembourg, Japan, Singapore and the USA. He has led 10’s of M&A transactions with different counter party types (major corporations both public and private, small businesses, family companies and private equity firms) in multiple countries & cultures in the Americas, Europe, Africa, Middle East and Asia.
Dick is married with 2 children and a grandson. He is a dual US/British citizen and outside of work enjoys music, art, international affairs and much too infrequently golf.
Harman International Industries View Bio »
Charles Owen, J.D., M.B.A. graduated from Georgetown University Law Center and began his career in New York as an attorney at O’Melveny & Myers working on mergers and acquisitions and private equity backed transactions. After four years a private equity portfolio company that was a client of the firm, United Agri Products, recruited Charles to move in-house. At UAP, Charles worked on a wide range of corporate transactions, including over a dozen acquisitions, two credit facility refinancings, three public offerings of stock (including UAP’s IPO), and the eventual acquisition of UAP by Agrium. During this period, Charles received an MBA from Wharton and transitioned from the legal department to the operations group where, in addition to facilitating the integration of mergers and acquisitions, he was responsible for improving the operating metrics of the business. Since 2009, Charles has been at HARMAN International, where he is the Vice President of Mergers and Acquisitions. At HARMAN his responsibilities include valuation, negotiation, and sourcing of M&A transactions, and corporate strategy.
CIT Group View Bio »
John P. Paradisi is the Managing Director of CIT Corporate Development and M&A ("CDMA"). CDMA identifies, evaluates, and coordinates business acquisition and disposition activities for CIT, globally. Paradisi has more than 17 years of experience in diversified financial services.
Areas of expertise:
- Corporate Development
- Mergers and Acquisitions
- Capital markets
- Consumer and Commercial finance products
- Operational and management efficiency
- Business transition and integration
Previously, Paradisi oversaw CIT's Consumer Finance Capital Markets department from 2002 through 2010 focused on originating, purchasing, and selling Consumer products, which included mortgages, installment loans, and student loans. During his career at CIT Paradisi has been responsible for transactions totaling over $75 billion in assets
Before joining CIT, Paradisi held positions at Deutsche Bank in the Corporate & Investment Banking division and Cushman and Wakefield in the Commercial Real Estate Finance division.
Paradisi holds a BBA in Finance and an MBA in Management from Pace University. He is a member of the American Banker Association, American Securitization Forum, and the Equipment Leasing and Finance Association.
Viacom View Bio »
Speaker bio coming soon...
Staples View Bio »
Mark Weiss is Vice President and Deputy General Counsel of Staples, Inc., based in Framingham, MA. Staples is the world’s largest office solutions provider and one of the biggest internet retailers, with over $20 billion in revenue and operations in 25 countries.
Since 2012, Mark has led the International legal team and the Global M&A legal team, and he is currently most focused on driving the M&A related portion of Staples 20/20 strategy. In his current role, he has led legal teams in the US, Europe, Australia, Asia and South America and is responsible for supporting global corporate development, including mergers and acquisitions, divestitures, joint ventures and franchising.
During his 17 years at Staples, he has been responsible for global M&A and has overseen well over 50 global transactions, including leading the transactional and antitrust work for Staples’ $5 billion hostile acquisition of Corporate Express in 2008 and the recently attempted $6.3 billion acquisition of Office Depot. Prior to his current role, he held multiple leadership positions, including serving as Interim General Counsel and leading the corporate, public company, business group and intellectual property legal teams.
In December 2014, Staples’ legal department was recognized by the Financial Times (FT) as one of the most innovative legal departments in North America, in part based on his team’s efforts to drive key M&A deals to help increase the company’s profitability. More recently, Mark was recognized as a 2015 In-House Leader by Massachusetts Lawyers Weekly and New England In-House.
Mark received his B.A with honors in economics and history from Amherst College and his J.D. with honors from the University of Chicago Law School.
Aon Mergers & Acquisitions Group View Bio »
Prior to joining Aon’s Transaction Solutions team in November 2014, Eric most recently was a senior associate in the Corporate Practices Group at Davis & Gilbert LLP, where he focused on mergers and acquisitions, joint ventures, financings, venture capital, and private equity investments, as well as general commercial matters. Prior to that, Eric was an associate at Willkie Farr & Gallagher LLP, where he was a member of the Corporate and Financial Services Department and worked primarily on mergers and acquisitions, private equity investments, capital markets transactions and general corporate and security matters.
8:00am - 9:00am Breakfast
9:00am - 9:05am Argyle Executive Forum Opening Remarks
9:05am - 9:40am Keynote Presentation: “Downstream Perspectives on M&A in the Current Oil Price Environment”
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Vice President, Downstream Global Acquisition and Divestment Projects
Shell International Petroleum Co. Ltd
9:45am- 10:05am Thought Leadership featuring Aon
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10:05am- 10:30am Coffee Break
10:30am - 11:15am Panel Discussion: “Managing Complex Cross-Border M&A Transactions”
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Session topics include, but are not limited to:
- What are the greatest challenges in assembling and managing a cross-border transaction team? What are some of the best practices and lessons learned? What is your key role in the process?
- How would you typically approach a due diligence exercise in a cross-border transaction? How would you address compliance issues in cross-border transactions in particular given the different levels of sensitivity in European jurisdictions in the past?
- To what extent do cultural differences play a part in cross-border deal outcomes? What are the major cultural differences between the US and Europe and how should one go about addressing them?
- To what extent have regulatory matters, in particular over-regulation, affected the transaction in which you participated?
- Have you experienced that differences in legal systems had a major impact on the success of a transaction?
- What are the best practices for ensuring proper communication in a transaction?
- Share purchase agreement and contract negotiations: What are the key differences between the US and Europe in the approach to the SPA in general and to risk allocation between buyer and seller specifically?
- Deals can fail due to poor post-acquisition integration. What should one typically do or not do to ensure a smooth integration?
Vice President, Corporate Development, M&A
J. Dana Hughes
Vice President, Worldwide Business Development
Vice President, Mergers & Acquisitions
Harman International Industries
11:15am - 11:35am Coffee Break
11:35am - 12:20 pm Panel Discussion: "Driving Successful Divestitures and Carve-Outs in the Modern Marketplaces"
read more »
Session topics include, but are not limited to:
- How does an organization determine when and what to divest?
- What does the internal thought process look like?
- What are the strategic and financial objectives of divesting?
- Valuations: How do you find the common ground from the buyer and seller perspective?
- When determining the parameters of a carve-out, what information is pertinent and needed to be successful?
- In what ways can private equity be a meaningful player throughout the carve-out process?
- What are some of the challenges that you frequently encounter in a divestiture transaction from both the buyer and seller perspective?
- How have you seen private equity be a key player in divestiture transactions?
- How are you working to improve the processes involved in these deals to ensure success?
- In what ways can private equity help drive this success?
Head of Corporate Development
UDG Healthcare PLC
Senior Vice President, Corporate Development
Vice President, Corporate Development
Marlin Equity Partners
Managing Director, Group Head Corporate Development and M&A
12:20pm - 1:20pm Lunch
1:20pm- 2:00pm Keynote Session: "Advanced Gardening: Recovering from a storm and getting back to growth through an acquisition and divestiture program"
read more »
Senior Company Counsel
Vice President, Deputy General Counsel
2:00pm- 2:15pm Coffee Break
2:15pm- 2:50pm Fireside Chat: “The Role of HR in M&A Transactions”
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Vice President, Human Resources - Mergers and Acquisitions
Head of People and Organizational Development, North America and Europe
2:50pm- 3:25pm Keynote Session: "Going Global- International M&A"
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Vice President, Mergers & Acquisitions
The Chefs Warehouse
3:25pm - 3:30pm Argyle Executive Forum Closing Remarks
3:30pm - 4:30pm Cocktail Reception
What will be discussed? Explore hot topics and challenge areas such as:
The Modern Day Deal
Discuss best practices and lessons learned with regards to due diligence in the evolving marketplace. Learn how leading executives are:
- Identifying, sourcing, analyzing and executing the most valuable deals
- Improving business processes critical to the deal-making process
- Adapting to the current economic , regulatory, and political climate
- Leveraging emerging tools and technologies to enhance efficient deal making
Delivering a Transaction’s Full Enterprise Value
Stakeholders often risk failing to extract the full value of a deal. Indeed, identifying value is more difficult than ever before, given the complexity of accounting rules, regulations, tax legislation, and ambiguous cash flows. Learn how leading M&A executives are:
- Strategies to grow and expedite business after closing
- Determining when and what to divest
- Effectively executing integrations and negotiating value
- Improving processes to ensure success
Collaboration with External & General Counsel
M&A executives work closely with both the General Counsel as well as External Counsel to effectively execute deals. Discuss best practices in collaborating with the legal team and successfully integrating existing teams within a newly acquired company post transaction.
- Understanding the current regulatory, compliance and legal factors at play
- Identifying and assigning various responsibilities to specific parties throughout the deal
- Integrating new in-house M&A and legal personnel into the in-house team
- Aligning approaches to due diligence and cultural communication
Adapting to the Evolving Political, Regulatory, Economic Climate
In a year of rapid-fire political, regulatory, and economic changes, dealmakers will discuss the most pressing issues that present a myriad of new risk to M&A executives. Learn how M&A leaders are confronting the ever-changing terrain for mergers and acquisitions.
- Complying with changing regulations that are impacting the transaction landscape
- Mitigating risk within an unstable economic climate
- Employing security measures against volatility
- Analyzing the evolving valuation landscape
Building a High Performing M&A Team
Discuss the most important cultural, human capital related, and structural components necessary to running a high performing M&A team. Executives will discuss:
- Skillsets necessary to succeed in today’s deal making landscape
- Understanding how technology has impacted team culture, structure and processes
- The best metrics to determine the success of an acquisition
- Best practices with regards to driving cultural alignment post-transaction
Driving Successful Divestitures and Carve-Outs
What are the strategic and financial objectives impacting valuations, divestitures and carve-outs in today’s deal making landscape? M&A executives will discuss:
- Determining when and what to divest
- Within a valuation, identifying common ground from the buyer and seller perspective
- Key factors that define a successful carve-out
- Private equity’s role as a meaningful player throughout carve-outs and divestitures
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