2013 Leadership in Corporate Divestitures and Acquisitions
2013 Leadership in Corporate Divestitures and Acquisitions
January 23, 2013 - New York, NY
JOIN LIKE-MINDED PROFESSIONALS IN YOUR FIELD FOR A FULL DAY OF LEARNING. EXPLORE CUTTING EDGE CONTENT AND EXPAND YOUR NETWORK WITH THE BEST AND BRIGHTEST EXECUTIVES IN THE REGION!
Why You Should Attend!
For corporate development leaders cash on corporate balance sheets, the availability of credit, accessing growth potential in emerging regions and picking the right time to divest or acquire are ongoing concerns since the credit crisis. Amid these newer challenges, the evergreen issues of effective post-merger integration, internal management and communication at the board level, and cultural hazards of cross border M&A remain current. As the deal industry modifies its traditional practices, buyers and sellers continue to search for and effectively execute the next profitable business opportunity in 2013 as the M&A landscapes changes.
*Please note this meeting is off the record
This event will feature insights from top executives, including:
If you'd like to recommend a speaker, please email Jacob Webber at email@example.com.
Day & Zimmermann Incorporated View Bio »
Ken Anthony is responsible for the leadership and growth of Day & Zimmermann’s Strategic Customer Relationships, with an emphasis on the process and industrial domains.
Ken joined Day & Zimmermann in 2010 and plays a key role in expanding our capabilities into new markets for engineering, construction, and maintenance services. His primary focus will be establishing long term relationships with new strategic customers and offering expanded services to our current customer base. He has been involved in two large mergers, more than 20 acquisitions, and a variety of alliance and joint venture arrangements.
Ken brings 30 years of corporate management and technical expertise to Day & Zimmermann, including a successful career with CH2M Hill, where he led the corporate strategic account management program. He was also involved in program management, business development, and engineering consulting in multiple business segments including microelectronics, food/consumer products, aerospace/defense, and renewable energy for industrial and government customers. He began his career in the oil industry providing advanced technology consulting to a variety of energy firms. He later joined Lockheed Martin as a member of the Space Shuttle Return to Flight team, where he gained process systems knowledge and expertise as a systems engineer and project manager.
M.S., Technical Management, Embry-Riddle Aeronautical University
B.S., Oceanographic Technology, Florida Institute of Technology
Flextronics International View Bio »
Mr. Barnette is Vice President – Business Development & Strategy at Flextronics International Ltd, a $25 billion globally diversified manufacturer serving OEM’s in the automotive, aerospace & defense, computing, consumer, industrial, medical, and clean tech sectors.
He joined Flextronics in 2012 from Hitachi America, Ltd. where he was the Vice President Corporate Development & Strategy, reporting to the Chairman and CEO for Hitachi America, Ltd.
At Hitachi he was responsible for North America business strategy, working with CEO’s across several of Hitachi business units, providing strategic business support for growth including partnerships, alliances, joint ventures and M&A.
Prior to this Mr. Barnette was stationed in China where he was responsible for establishing Hitachi’s Sales and Operations in Beijing and Shanghai, for Hitachi’s rapidly growing mainland China customer base.
During 2003, Mr. Barnette was brought in to establish a global $3.5 billion sales organization following Hitachi’s acquisition of IBM’s Hard Disk Drive business. While in this M&A integration role he held responsibility for delivering $850 million in annual revenue across several of Hitachi’s largest, most demanding, global customers.
In the 1990’s, Mr. Barnette was instrumental in the start-up of Hitachi’s Optical Disk Drive Business Unit, leading it to $1 billion in revenue, while concurrently managing its US Sales and Operations. Barnette is credited for conceiving the vision and execution of a highly successful Hitachi-LG Electronics joint venture, which has been capturing #1 market share, for several consecutive years, against Samsung.
Mr. Barnette graduated Massachusetts Institute of Technology’s Sloan School of Management (Advanced Executive Program), Fairleigh Dickinson University’s Samuel J. Silberman Graduate Business School (MBA - Finance), and Rutgers University’s College of Engineering (BSME).
Astellas Pharma View Bio »
Percival Barretto-Ko is Senior Vice-President, Corporate Strategy and Government Affairs, at Astellas Pharma, a global research-based pharmaceutical company committed to serving unmet medical needs in Oncology, Immunology and Infectious Diseases, Urology, Neuroscience and DM Complications and Kidney Diseases. Mr. Barretto-Ko leads the company’s corporate strategy, business development and alliance management, government policy and government affairs functions. He is a member of Astellas’ Management Committee.
Prior to assuming this position, Mr. Barretto-Ko was Executive Director, Corporate Strategy and Communications at Astellas Pharma Europe Ltd., headquartered in London. While there, he led the organization’s corporate strategy, corporate planning, corporate communications, crisis management and corporate social responsibility functions. Prior to joining Astellas, he held increasingly more senior marketing and sales positions with the Roche Group in the United States and United Kingdom.
Mr. Barretto-Ko earned his undergraduate degree from Cornell University, an MBA from Yale School of Management, and an MS from MIT Sloan School of Management, where he served as a Sloan Fellow for Innovation and Global Leadership.
Nielsen View Bio »
Speaker bio coming soon...
Interpublic Group View Bio »
Hugh Boston currently works as Vice President of Corporate Finance and Corporate Development at Interpublic Group. In these roles, he focuses on capital structure issues, liability management, credit facility structuring and banking and rating agency relationships, as well as the evaluation, structuring and execution of acquisitions, divestitures and joint ventures across IPG’s global footprint.
Prior to joining Interpublic in 2010, Mr. Boston worked in investment banking at UBS and JPMorgan where he advised companies in the media, technology and telecommunications sectors in the execution of capital markets and strategic transactions. Prior to his banking career, Mr. Boston practiced corporate law.
Mr. Boston received an MBA from the Wharton School, a JD from Columbia University and a BA from the University of Alabama.
ITT View Bio »
Denise Brower is Vice President, Corporate Development for ITT Corporation and is responsible for leading Merger & Acquisition transactions, including managing cross-functional due diligence teams, developing valuations, negotiating contracts and overseeing all related closing activities for ITT’s acquisitions and divestures.
Denise’s M&A career spans over 50 acquisition/divestitures projects globally. Denise joined ITT in 1981 from Ernst & Young. In that role, Denise served as Senior Auditor for a variety of global customers, with a focus on manufacturing SEC clients. Her tenure at ITT includes time at several locations, both within business groups and at headquarters.
Denise began her career with ITT in a finance role in the automotive business. As she advanced, Denise eventually led the financial due diligence for the acquisition of an $800M General Motors company. During this time, she also served on the Board of the HiSAN joint venture. After the sale of the ITT automotive business, she became CFO of the Motion & Flow Control Group, where she led a team of 150 finance personnel before she took on her current role in Corporate Development in 2002.
Denise holds her B.A. in Accounting from Michigan State University and she is a Certified Public Accountant. She is a member of Financial Executive Institute and American Institute Certified Public Accountants, as well being a certified Green Belt.
Deloitte View Bio »
Ellen Clark is a Managing Director with and member of the Deloitte Corporate Finance LLC Manufacturing Group where she focuses on Automotive OEMs, Suppliers and Service Providers. Ellen has more than 15 years in investment banking and has served as lead advisor for the sale or acquisition mandates of numerous public and private companies in industries that include automotive, metal, industrial, specialty chemical and marketing services. She has completed more than 75 transactions, including public and private debt and equity placements and merger and acquisition transactions for public and private clients.
IntraLinks View Bio »
As Vice President of Product Marketing, Mr. Collins is responsible for driving growth of IntraLinks’ Corporate Development platform. In addition, Mr. Collins oversees the Company’s offering targeted at the CFO suite, which includes solutions designed to facilitate the audit process, board communications, and investor communications.
Prior to joining IntraLinks, Mr. Collins served as Director of Corporate Development for Cognizant Technology Solutions, a leading global provider of IT service solutions. While at Cognizant he was responsible for evaluating and executing a variety of strategic initiatives.
Before Cognizant, Mr. Collins was a Vice President with Innovation Advisors, a boutique investment bank focused on technology mergers and acquisitions. He started his career in finance with SG Cowen Securities.
Mr. Collins graduated from Harvard University with a B.A. in Government.
Honeywell International View Bio »
Brian S. Cook joined Honeywell in October, 2001 as a Director in the Corporate Finance Department. His primary responsibilities include leading financial due diligence and transaction structuring activities for acquisitions and divestitures on a company-wide basis. In June, 2003 he became a Director in the Corporate Planning and Development Department responsible for coordinating all aspects of acquisition and divestiture execution for the Automation and Control Solutions (ACS) Segment in accordance with Corporate and Business Segment strategy. He is also responsible for targeting company identification and pre-screening, buy and sell-side due diligence, valuation and negotiation of definitive agreements. During October, 2006 Brian was promoted to Vice President.
Prior to joining Honeywell, Brian was a Director - Transaction Support for PricewaterhouseCoopers in New York City.
Brian received a B.S. degree in Accounting from the University of Rhode Island in Kingston, Rhode Island. He is a Certified Public Accountant as well as a James T. Earlis Memorial Fund, Inc. Board Member.
Gannett View Bio »
In October 2011, Tom Cox was named Vice President of Corporate Development at Gannett Co., Inc. He is responsible for the company’s mergers and acquisitions, as well as investment activities.
Cox joins Gannett from MySpace where he was senior vice president/head of business development, leading Myspace business development activities as well as managing product and engineering teams launch and optimize new revenue and distribution opportunities.
Prior to joining Myspace, Cox was principal and co-founder of Stratique Partners, LLC, an executive level consulting firm specializing in supporting clients launch new products and businesses.
Before Stratique Partners, he led business development efforts at AOL as vice president of business development and earlier served as director of strategic transactions and corporate development as well as director of business strategy and operations.
Early in his career, Cox was instrumental in the initial conception and led revenue channel development for a leading B2B marketplace start-up in the procurement industry. He started his career in the investment banking and interactive divisions at Friedman, Billings, Ramsey.
Cox is a graduate of Washington & Lee University in Lexington, VA and holds a B.A. in Economics and Political Science. He resides in Potomac, MD with his wife and son.
Priceline.com Inc. View Bio »
Mr. Fogel joined the Priceline Group in February 2000 and is responsible for the firm’s global strategy, acquisitions and strategic transactions. The Priceline Group’s acquisition program has resulted in Priceline becoming one of the world’s most valuable travel companies. Mr. Fogel is a member of the Group Management Board, which oversees the performance and strategy of the firm’s operating units on a worldwide basis. He is a member of the Board of Directors of all of the Priceline Group's international subsidiaries, including Booking.com, Agoda, and RentalCars.com. Before Priceline, he worked in finance, first as an investment banker at Kidder, Peabody, and later as a senior equity trader at Morgan Stanley Asset Management. Mr. Fogel is a graduate of Harvard Law School, and the Wharton School at the University of Pennsylvania.
Pentair View Bio »
Speaker bio coming soon...
FedEx Corporation View Bio »
Paula Hildebrandt manages corporate development initiatives for FedEx Corporation (NYSE: FDX), a global transportation, e-commerce and business services giant with annual revenues of $43 billion. Her leadership responsibilities include the evaluation and formation of strategic business combinations, including acquisitions and joint ventures, as well as post-merger integration planning and execution support.
Hildebrandt played a key role in the company’s successful acquisition of, among other firms, American Freightways, Kinko’s, DTW Group (China), Rapidao Cometa (Brazil), Parcel Direct, Watkins Motor Freight, Multipack (Mexico), Opek (Poland), Tatex (France), Prakesh Air (India), and AFL Private Ltd. (India). Through her leadership FedEx has effectively expanded its global reach and service capabilities to meet the growing needs of its customers.
Hildebrandt joined FedEx in 1993 and throughout her career has served in leadership positions in corporate development, strategy and finance. She assumed her current role in 2006 after serving as Staff Director of Corporate Development. Prior to that, Hildebrandt served as Staff Director of Strategic Financial Planning and Analysis, managing FedEx’s annual and long range planning processes as well as strategic financial analyses.
Before joining FedEx, Hildebrandt was in economic research at the Federal Reserve Bank of Kansas City. She earned her bachelor’s degree in economics from the University of Colorado and her master’s degree in business administration from Thunderbird School of Global Management.
Ecolab View Bio »
Dave Keil is vice president of Integration for Ecolab Inc., the global leader in cleaning, sanitizing and water management products and services for health protection, environmental performance and industrial productivity. Ecolab’s 38,000 associates deliver comprehensive programs and services to industries including the food, energy, healthcare and hospitality markets in more than 160 countries.
In his current role, Keil leads the Program Management Office responsible for the integration of Ecolab and Nalco following the merger of the two companies in 2011.
Previously, Keil served as vice president of Business Development for Ecolab’s Institutional, Specialty and Services Sectors, the company’s business units serving the foodservice and hospitality markets. Keil’s previous Ecolab roles included vice president and segment manager for Healthcare’s North American Sector, and vice president of Corporate Development.
Prior to joining Ecolab in 2004, Keil was at General Mills as president of The Häagen-Dazs Shoppe Company and director of Corporate Development. Previously, he was general manager of the Häagen‑Dazs brand in North America for Pillsbury, and worked in several finance roles. His background also includes 10 years at Frito‑Lay in a variety of operations, sales and finance roles.
Keil serves on the board of directors of Honey Baked Ham, and several Twin Cities non-profit organizations. He is also an adjunct professor at Hamline University’s School of Business where he teaches Mergers & Acquisitions courses. In 2003, he was recognized by the Minneapolis/St. Paul Business Journal as one of the “Top 40 Under 40” leaders in the Twin Cities.
Keil received a bachelor’s degree in Industrial and Operations Engineering from the University of Michigan, and a master’s degree in Business Administration from the University of Kansas.
Curtiss-Wright View Bio »
Karl Kleiderer is the Vice President, Corporate Development at Curtiss-Wright Corporation, a Charlotte, NC-based Fortune 1000 company. Curtiss-Wright is a leading innovator in the commercial, industrial, defense and energy markets worldwide.
Karl manages all aspects of M&A activity at Curtiss-Wright including sourcing, analysis, diligence, deal structuring and contract negotiations. Karl came to Curtiss-Wright from Goodrich Corporation where he was Vice President, Mergers & Acquisitions and was the lead M&A professional on the largest aerospace transaction in history with United Technologies’ $18.4 billion acquisition of Goodrich. He has particular expertise in the military market and Intelligence, Surveillance and Reconnaissance (ISR) field.
Prior to Goodrich Karl worked at William Blair & Company in Chicago, Illinois. He previously worked as an institutional trader at Morgan Stanley in New York, New York and spent over 6 years in United States Navy Carrier Aviation as an A-6 Intruder Bombardier.
Karl was awarded a Bachelor of Science degree from the University of Notre Dame and a Masters of Business Administration degree in Finance and Organizational Behavior from Kellogg School of Management at Northwestern University.
Karl resides in Charlotte, North Carolina with his wife and three children. He is an avid runner and triathlete, having completed double-digit marathons and several Half-Ironman triathlons. Karl also enjoys photography and classic cars.
Jenner & Block View Bio »
Tobias Knapp is a partner in Jenner & Block’s Corporate Department and Co-Chair of the firm’s Private Equity Practice Group. He represents clients in merger and acquisition, private equity and securities transactions and advises boards, special committees and management teams on matters of corporate governance, fiduciary duties and federal securities law. For the last several years, Mr. Knapp has been recognized by Chambers USA as one of New York’s leading lawyers in Corporate and Mergers & Acquisitions law.
Mr. Knapp’s recent transactions have involved counseling clients in public and private mergers, acquisitions and divestitures, including “going private” transactions, cross-border acquisitions, and joint ventures. He advises private equity and asset management clients on a variety of transactions, including acquisitions, growth equity investments, portfolio company transactions and the formation of private investment funds. Mr. Knapp has represented issuers and underwriters in initial public offerings, public offerings of equity, debt and derivative securities and public exchange offers.
Mr. Knapp has led transactions in a variety of industries, including Defense & Aerospace, Financial Services, Media, Technology and Investment Management.
Cargill View Bio »
Sarena Lin has been named Corporate Vice President of Strategy and Business Development at Cargill, Inc. effective May 16, 2011. She will lead a group of professionals who specialize in global strategy consulting as well as, mergers and acquisitions support to Cargill’s businesses. In addition, she will work closely with senior management on a broad range of corporate-level strategic initiatives.
Prior to joining Cargill, Lin was a principal at McKinsey & Company in New York, specializing in mergers and acquisitions. Lin joined McKinsey in 1997 as a summer associate and held several roles during her nearly 13 years with the company, including co-leader of McKinsey’s China Sourcing Center and managing partner of the Taipei office. Earlier in her career, Lin worked at Xerox Corporation and Proctor & Gamble.
Lin holds an M.B.A. in strategy from the Yale University School of Management, a Master of Arts degree in international relations from Yale University and a bachelor’s degree in computer science from Harvard University.
Relationship Science LLC View Bio »
Josh Mait is Chief Marketing Officer at Relationship Science LLC (RelSci). He is responsible for guiding the overall marketing strategy and its application across all communication channels for the 2013 launch of the 'ultimate business development tool.'
Prior to RelSci, Josh was Head of Marketing at Gerson Lehrman Group (GLG) where he was responsible for organizational brand strategy, sales enablement, visual and verbal identify and online and offline campaigns and communications. He led the $250 million dollar technology company through the successful rollout of a new brand strategy and architecture to over 750 employees, launched three brands and was a critical contributor to the product design and brand development of GLG’s new online platform.
Previously Josh, held the position of Chief Strategy Officer at Tattoo Brand Strategy. At Tattoo, Josh ran new business efforts and strategy development for all client relationships for brands like Cadbury, Starbucks, CNN and Chanel. Before joining Tattoo, Josh was Director of Marketing at Sullivan in New York. His responsibilities included managing client relationships and developing marketing and sales strategies for Fortune 1000 clients.
Josh has spent his career understanding and developing the consumer and client relationship. His passion is in building creatively--inspired, strategically--driven, successful businesses and brands that connect to what people want. Josh is a graduate of Washington University in St. Louis. He lives with his wife Kira and their two children in Brooklyn.
Kaye Scholer View Bio »
Fred Marcusa, a senior Partner in Kaye Scholer’s Corporate Department, practices principally in the areas of corporate and international law. He has had many years of experience in domestic and international strategic alliances, joint ventures, mergers and acquisitions, financing and commercial transactions, licensing and sales, and representation agreements. He has also had extensive involvement in complex and sensitive international negotiations and investigations.
Mr. Marcusa has served as a director of companies in the US, Latin America and Europe. He has been a strategic advisor to and lawyer for major companies in the US, Europe, Asia, Australia and Latin America, as well as non-US governments and international non-governmental organizations. He works extensively with French clients, including the Government of France and various French State-owned and public and private entities. He has experience particularly in the chemical, electronics, defense and aerospace, and traditional and new media industries through transactions in the US, Europe, Asia and Latin America. He has developed a number of innovative techniques for dealing with highly complex commercial, political and legal issues. Mr. Marcusa has had significant experience with the pharmaceutical and consumer products industries, and their distribution problems.
He is widely recognized for his writing and advice to senior executives and others in strategic alliances, international commercial transactions and leveraged buyouts, as well as advice to senior executives on various matters, including their employment agreements. At the request of various governmental and corporate institutions, he has written and spoken about various topics in corporate and international law in the U.S., Asia, Latin America and Europe.
Mr. Marcusa is also a concert flutist who has played several solo recitals at Carnegie Recital Hall.
Robert W. Baird View Bio »
Brian P. McDonagh is Managing Director and Co-Head of Baird's overall global M&A practice. In this role, he works across all of Baird's industry groups to lead the execution and provide expert senior tactical and process strategy advice on many of the firm's most important advisory transactions. In addition, he plays an active senior banker role with many of Baird's key clients and is a member of the firm's Management Committee and Chairman of the Fairness Opinion Committee. Mr. McDonagh has over 25 years of experience in the global M&A market, through which he has developed extensive experience in originating and executing a broad range of strategic transactions for publicly-traded, sponsor-owned and privately-owned middle market companies across a wide variety of industries, including consumer, industrial, health care, business services, real estate, energy and technology.
Prior to joining Baird, Mr. McDonagh was a founder of and spent over 13 years in a leadership role in the Global M&A Group at what is now Wells Fargo Securities. In this capacity, he served as Chairman of the firm's Fairness Opinion Committee and played a senior M&A role on a wide variety of the firm's most important advisory transactions across multiple industry groups. Early in his career, Mr. McDonagh spent more than 10 years in New York in the Global Mergers & Acquisitions Group of what is now JPMorgan Chase, working on a broad set of M&A transactions across a variety of industry segments throughout the world. He is a frequent speaker and panel member at various M&A industry conferences, as well as the author of numerous articles in various global M&A publications throughout his career. Mr. McDonagh received his undergraduate degree from Haverford College outside of Philadelphia, PA.
Black Entertainment Television, Inc. View Bio »
Martez R. Moore is the Executive Vice President of Digital Media for BET Networks, a unit of Viacom Inc. (NASDAQ: VIA, VIAB). Mr. Moore is responsible for leading the Digital Media Group, where he manages the Online, Mobile, Technology, Video-on-Demand, Down-load-to-Own, and Vertical Ad Network business units, crafting business strategy, and executing organic and acquisition growth initiatives. Prior to this role, Mr. Moore was the Head of Business Strategy & Development for BET Networks, where he led business strategy, acquisition, and corporate partnerships activities. Previously, Mr. Moore was a management consultant with McKinsey & Company, a leading international strategy consulting firm, focused on advising Fortune 500 technology and media companies. Prior to joining McKinsey, Mr. Moore was a principal with TSG Capital Group, a private equity fund with nearly $1 billion under management, focused on making control leveraged investments and Morgan Stanley & Company’s M&A Department. Mr. Moore has also worked at The White House as a Political Affairs Assistant to the President. Mr. Moore received his J.D. from The University of Pennsylvania Law School as a Sweeney B. Scholar and a Dual B.A., magna cum laude, from Loyola University of Chicago where he was a Presidential Scholar and Rhodes Scholar finalist.
Washington Gas View Bio »
Rick Moore joined Washington Gas in 2004. In his current role, he is responsible for the development and management of the corporation’s strategy, and the execution of its growth plan. He leads the company’s alternative energy investment business, and over the last two years has finalized over $130 million of investments in the renewable energy market. He is actively evaluating opportunities in natural gas, solar PV, solar thermal, wind, biogas, fuel cell, energy storage, combined heat and power, and energy efficiency markets across the United States and Puerto Rico.
Mr. Moore brings broad strategy, program management, and entrepreneurial expertise to Washington Gas, gained through senior management experience at Accenture, as well as new market development for Time Warner International in Central Europe, where he served as the first Country Manager for Czechoslovakia and was responsible for all aspects of the corporation’s business in that country.
Mr. Moore received an executive Master of Business Administration degree from the Kellogg School of Management at Northwestern University, a Bachelor of Arts degree in Political Science and Russian from Middlebury College, and a General Course certificate from the London School of Economics. He sits on the Board of Directors of Skyline Innovations (a solar thermal company based in Washington, DC) and American Solar Direct (a solar PV company based in Santa Monica, CA).
He is a co-founder of the Students for Czechoslovakia volunteer program, which was created months after the democratic revolutions in Central Europe, and which provided an organization to support volunteer teachers and business advisors coming to what are now know as Czech Republic and Slovakia. At that same time, he helped produce the first Central Europe Environmental Seminar, an international conference focused on environmental and sustainability issues in the newly democratic countries in that region.
Wyndham Exchange & Rentals View Bio »
Rishi Nigam is Vice President, Global Corporate and Strategic Development for Wyndham Exchange & Rentals. In this role Mr. Nigam and his team are responsible for leading growth initiatives in conjunction with the company’s portfolio of businesses. These activities range from mergers & acquisitions and strategic investments to whiteboard product or market growth planning to partnerships and complex commercial arrangements.
Wyndham Exchange & Rentals is the worldwide leader in vacation exchange and the world’s largest professionally managed vacation rentals business, providing access to approximately 100,000 vacation properties in nearly 100 countries. The vacation exchange business includes RCI, the worldwide leader in vacation exchange, The Registry Collection®, the world’s largest luxury exchange program, and Endless Vacation Rentals®. The vacation rentals business is comprised of a diverse and celebrated collection of more than 25 brands including Hoseasons, Novasol®, Landal GreenParks®, ResortQuest®, James Villa Holidays and Canvas Holidays. Each year, Wyndham Exchange & Rentals provides more than 5 million leisure-bound families with vacation exchange and rentals services and products. Wyndham Exchange & Rentals is part of the Wyndham Worldwide family of companies (NYSE: WYN).
Prior to joining Wyndham Exchange & Rentals, Mr. Nigam was Director, Strategic Planning with Ross Financial Services Group. He graduated from New York University with a degree in Economics and Politics.
Motorola View Bio »
Speaker bio coming soon...
Freshfields Bruckhaus Deringer View Bio »
Julian Pritchard is a corporate partner, based in our New York office, and is the regional managing partner for our US practice. He advises clients primarily in the area of complex cross-border mergers and acquisitions and has worked in the firm's London, Tokyo and New York offices.
Julian's experience includes advising on the acquisition of Morton Salt by K+S AG from Rohm and Haas, following its merger with Dow Chemical; the sale of Arysta Lifescience Corporation to Permira; the investment by Goldman Sachs, SMBC and Daiwa SMBC in Sanyo Electric; the spinoff by BT Group of O2, its cell phone business; the joint venture between BT Group and KDDI; Swiss Re’s sale of its insurance asset manager, Conning; Brascan’s contested offer for Canary Wharf and Reed Elsevier’s proposed merger with Wolters Kluwer.
Julian is qualified as an attorney in New York and is a solicitor in England and Wales. He was educated at Jesus College, Cambridge, where he received a double first-class degree in law. He joined the firm in 1993 and became a partner in 2002.
Micron Technology, Inc. View Bio »
Speaker bio coming soon...
McCarthy Tétrault View Bio »
Mr. Tennant’s main practice is the area of securities law, with a focus on mergers and acquisitions.
In 2014, he acted as lead counsel for Fairfax Financial Holdings in its acquisition of PetHealth Inc., Fairfax in the investment by it and others of $1.25 billion in BlackBerry, Torstar Corporation in its sale of Harlequin to News Corporation and the management of Vision 7 in the purchase of it by BlueFocus.
He also acted as lead counsel for Leon’s Furniture Limited in its acquisition of The Brick Ltd., OMERS Private Equity and Berkshire Partners in their $2.1 billion acquisition of Husky Injection Molding, Borealis Infrastructure Management Inc. in its successful unsolicited take-over bid for Teranet Income Fund, Stelco Inc. in its sale to US Steel Corp., Creststreet Kettles Hill Windpower LP in its sale to ENMAX Inc., and for GE in both acquisitions and divestitures of Canadian assets.
He also acted as lead counsel for Canadian Tire in the establishment by it of gasoline service stations along Ontario's 400 series highways and as lead Canadian counsel for Chrysler Canada Inc. in connection with the restructuring of its parent Chrysler LLC several years ago.
He has also acted on a number of proxy battles, for both dissident shareholders and defending boards, and is securities law counsel for several of our public company clients, providing guidance on board and governance matters.
From 2002 to 2007 he was the national practice group leader of the firm’s business law group and is currently the co-head of our mergers and acquisitions practice and partner responsible for co-ordinating the firm's relationships with US law firms. Mr. Tennant also serves on the firm’s board of partners.
During his career with the firm, Mr. Tennant has been seconded to the Ontario Securities Commission and has lectured on corporate finance and securities laws, including at Osgoode Hall Law School. He also serves on the boards of several corporations, including as Chairman of Major Drilling Group International Inc., the world’s second largest mineral drilling company by market capitalization.
Mr. Tennant appears in the 2015 edition of Chambers Global: The World’s Leading Lawyers for Business, as a leading lawyer in corporate mergers & acquisitions. He is also listed in theBest Lawyers in Canada in the fields of corporate and mergers & acquisitions law and inWho's Who Legal: Canada in the area of corporate.
Mr. Tennant received his B.Mathematics from the University of Waterloo, and his Masters of Business Administration and LLB from the University of Western Ontario. He was called to the Ontario bar in 1984.
Deloitte View Bio »
Jeff Weirens is a leader in Deloitte's M&A and Restructuring practice. He serves as a trusted advisor to senior client executive teams and Boards of Directors on improving shareholder returns through effective execution of acquisition, divestiture, and restructuring strategies.
With over 20 years experience spanning the entire M&A lifecycle, Jeff works closely with both corporate and private equity clients to develop rapid integration and divestiture plans. He’s an expert at creating integration and divestiture governance, organization, and operating models, exceeding synergy targets, optimizing transition service agreements and resulting cost structures, and planning and executing an issue-free Day 1 customer and employee experience.
Jeff has led many of Deloitte’s most complex projects and his clients’ most iconic transactions through his work in Belgium, Brazil, Canada, China, Finland, France, Germany, Greece, Italy, Japan, Poland, Romania, Spain, Singapore, Switzerland, the United Kingdom and the United States.
Deloitte View Bio »
Andy specializes in providing accounting and finance services relating to mergers and acquisitions transactions. He has worked with many of our most significant strategic and private equity clients, leading due diligence services for domestic and international transactions. In connection with this work, Andy has also developed significant expertise in helping companies maximize the value of dispositions through effective sell-side due diligence. Andy leads our U.S. Divestiture Services team within our M&A Transaction Services practice.
In addition to specializing in sell-side assistance, Andy also serves as our national M&A Automotive TS leader. Andy’s experience also covers a broad range of industries, including industrial products and chemical, as well as general manufacturing, distribution and services.
Andy has significant global experience working with clients in Brazil, Mexico, U.K., Germany, France, Italy, Poland, Spain, India and China, with transactions covering most global manufacturing centers. He has significant experience in managing complex, carve-out transactions and an in-depth knowledge of our global resources.
McCarthy Tetrault View Bio »
David Woollcombe is a partner in the Toronto office.
Mr. Woollcombe has advised many Canadian and international businesses on acquisition, divestiture or reorganization transactions. He represented Agrium on its acquisition of Viterra’s retail business from Glencore (pending), JH Investments on its acquisition (with TPG and Oaktree) of Taylor Morrison and Monarch Homes, Score Media on its sale to Rogers Media and related spin-off (pending), CIBC on its acquisition of an approximately $2 billion credit card portfolio from Citigroup's Canadian MasterCard business, Integrated Device Technology on its acquisition of Tundra Semiconductor, Advanced Micro Devices on its acquisition of ATI Technologies, Fairmont Hotels on its acquisition by Kingdom Hotels and Colony Capital, CP Ships in respect of a take-over bid made by TUI, Renasant Financial Partners in respect of the sale of its leasing business to Icon Capital, Macquarie Bank on its acquisition of the Leisureworld business and TD Bank on the transfer of its private equity business to Birch Hill.
Mr. Woollcombe has significant experience in corporate finance matters, having acted for issuers and investment dealers in a wide variety of cross-border and domestic public offerings and private placements. Transactions include convertible debt offerings by Fairmont Hotels and CP Ships (acted for issuer) and Northland Power and Summit REIT (acted for underwriters), multiple MTN issuances by GE Capital and Wells Fargo (acted for issuer), debt offerings by Shaw Communications, Brookfield Power, Thomson Reuters and Kimco (acted for underwriters) and equity offerings by Jubilant Draximage Inc. (formerly Draxis Health) and Score Media (acted for issuer) and Sandvine and Summit REIT (acted for underwriters).
Mr. Woollcombe acts regularly for major Canadian and U.S. insurance companies on secured and unsecured private placement transactions. Experience includes issues by Maple Leaf Foods, CML Healthcare, Boralex, CTV Specialty, Menu Foods, Husky Injection Molding Systems, Island Timberlands, Maple Leaf Sports & Entertainment and KCP.
He regularly advises clients on governance matters and has assisted clients in structuring joint ventures and related shareholders agreements.
He is listed in the Best Lawyers in Canada directory in the areas of corporate, mergers and acquisitions and securities law; the International Financial Law Review Guide for expertise in mergers and acquisitions law; the International Who’s Who Legal Guide as a leading expert in mergers and acquisitions; the Canadian Legal Lexpert Directory as a leading lawyer in the area of M&A, corporate mid-market finance and private equity; the Legal Media Group’s Guide to the World’s Leading Private Equity Lawyers.
Mr. Woollcombe received his BA from Carleton University in 1986 and his LLB from Queen’s University in 1989. He was called to the Ontario bar in 1991. He spent part of 1995 on secondment to the Corporate Finance Branch of the Ontario Securities Commission. He has taught courses on directors’ duties at the Directors College and securities law at the University of Western Ontario and University of Windsor.
Marlin Equity Partners View Bio »
Mike Zawalski is an Operating Partner at Marlin Equity Partners, a Los Angeles-based private equity firm with over $1 billion of capital under management. Marlin specializes in acquiring non-core divisions of Global 1000 corporations and has extensive experience structuring customized solutions to meet a corporate seller’s objectives, including complex carve-outs and structured partnerships. Since 2005, Marlin has completed over 60 acquisitions, including more than 15 corporate divestitures.
Mr. Zawalski is focused on investment opportunities across multiple sectors, and brings to Marlin a wealth of corporate divestiture, executive management and operations experience. His primary responsibilities include conducting due diligence and providing operational support and oversight to Marlin portfolio companies. Mr. Zawalski has experience across a number of sectors including manufacturing, distribution, services, consumer and technology. Prior to Marlin, Mr. Zawalski was President and CEO of Workflow One, a print management, technology and services provider. Prior to joining Workflow, Mr. Zawalski held senior executive positions at Mail-Well, Ryder, The Coleman Company, Quaker Oats, Heller Financial and Arthur Andersen. He has been a CEO, COO and a CFO and has broad expertise in leading turnarounds, driving new growth, operational restructuring, acquisitions and divestitures, financial management and supply chain optimization. Mr. Zawalski earned a Masters of Management from the J.L. Kellogg Graduate School of Management at Northwestern University and a B.S. in Accounting and Business Administration from Illinois State University. He is also a Certified Public Accountant (inactive).
8:00am – 9:00am Breakfast
9:00am – 9:05am Argyle Executive Forum Opening Remarks
9:05am – 9:55am Panel Discussion
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"Successfully Structuring a Corporate Development Group for Integration, Planning, and Execution for Optimal Success"
Session topics include, but are not limited to:
- Best practices when planning a merger or acquisition
- How has the approach and deal structure of an acquisition or divestiture changed in the past couple of years?
- As a result, how has this affected the composition of the corporate development team?
- Given the volatility of the market, how has the role of financing a deal changed?
- Should strategy and M&A Functions be separated or together?
- How corporations work with and use advisors?
- What combination of corporate or investments banking backgrounds are optimal for a team? How do company objectives affect the combination?
- How to preserve talent throughout the integration?
- Post a successful merge how do you measure success? How long should an organization track the success after the merge?
- Best practices in allocating workloads: should each function (sourcing, diligence, integration, divestitures) have a an executive leader, or an organized team?
10:00am – 10:20am Thought Leadership Spotlight Presented by Deloitte
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Ellen ClarkManaging DirectorDeloitteAndrew WilsonPartnerDeloitte
10:20am – 10:40am Coffee Break
10:40am – 10:45am Introducing Glenn Fogel:
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Josh MaitChief Marketing OfficerRelationship Science LLC
10:45am – 11:15am "Using M&A to Reposition a Company"
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Shortly after its 1999 IPO, Priceline.com’s market capitalization exceeded US$30 billion. Less than two years later, the company’s market capitalization had shriveled to less than US$200 million and many observers expected the company to close. However, the company repositioned itself through M&A and in 2012 the Priceline Group surpassed its previous market capitalization peak almost 13 years earlier. The company is now one of the leading travel companies in the world with most of its operating income derived from its acquired international subsidiaries. Glenn Fogel, Priceline’s Head of Worldwide Strategy and Planning, has led Priceline’s acquisition efforts for more than a decade and will discuss the company’s repositioning and key elements in Priceline’s M&A strategy.Glenn FogelHead of Worldwide Strategy and Planning Executive Vice President - Corporate DevelopmentPriceline.com Inc.
11:20am – 11:40am Thought Leadership Spotlight Presented by Jenner & Block
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“Structuring and Negotiating Successful ‘Going Private’ Transactions”
This session will focus on current topics in structuring and negotiating acquisitions in the context of “going private” transactions. Session topics will include:
- Choosing the right structure based on the parties’ objectives and deal issues.
- Considerations and objectives for strategic and private equity buyers.
- Creating a process that works.
- Timing considerations.
- Public disclosure requirements for “going private” transactions.
- Key transaction terms in negotiating the deal.
11:40am – 11:55am Coffee Break
11:55am – 12:45pm Panel Discussion
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"Best Practices: Avoiding Pitfalls on Divestitures and Carve-Outs"
Session topics include, but are not limited to:
- How does an organization determine when to divest; and what is the internal thought process?
- How does an organization decide what to divest? What are the strategic and financial objectives of a portfolio?
- Valuations: How do you find the common ground from the buyer and seller perspective? Determining the parameters of a carve-out:
- What information is pertinent and needed for this to be successful?
- Extrapolating key information from outside financials
- Thoughts on valuations and competition in the current environment, what are you seeing?
- What is the outlook for multi-business companies and global conglomerates?
- Who will be the key players? Who are the likely new actors on the global M&A scene?
12:45pm – 1:45pm Lunch
1:45pm – 2:35pm Panel Discussion
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"Unconventional Corporate Development"
Session topics include, but are not limited to:
- The role of joint ventures and strategic alliances in your organization
- When do you choose unconventional forms of M&A over a traditional merger or acquisition strategy?
- Can you highlight some of the challenges that you frequently encounter in a divestiture transaction from both the buyer and seller perspective?
- Who are the more recent active acquirers of corporate divestitures beyond other corporates?
- The advantages and disadvantages of unconventional M&A
- Exiting from a joint venture or strategic alliance
2:40pm – 3:30pm Panel Discussion
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"Exploring Business Ventures in a Borderless Society"
Session topics include, but are not limited to:
- To what extent do cultural differences play a part in cross border deals?
- What makes cross border deal making more arduous? What are the major hardships?
- What are the particular issues that arise in emerging markets M&A, how do you approach those special risks?
- How do you balance the risk and rewards of emerging markets investing in your valuations?
- How do you maximize success in an overseas investment
3:30pm – 3:45pm Coffee Break
3:45pm – 4:15pm Todd Gleason
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Senior Vice President, Chief Growth OfficerPentair
4:20pm – 4:50pm "Ecolab/Nalco Merger: Winning as One"
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Overview of the strategy and integration practices within one of 2012’s largest mergers. Will focus on the unique elements of the integration success including aligned metrics and change leadership.David KeilVice President, IntegrationEcolab
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Argyle Executive Forum Closing Remarks
4:55pm – 5:55pm Closing Reception
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*Please note, the agenda is subject to change.
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
Still have questions? We have answers.
I want to attend, but what if I'm unsure of my schedule and need to cancel my participation?
Just let us know. We understand that schedules
we always have a waiting list for this event,
and if you don't
cancel, we will assume you are still attending
and your spot will
go unused. If you must, cancel at least 48 hours
prior to the
event to make room for others!
What if I can't be OOO for a whole day, or need
to come late?
We have wifi and private rooms available for
attendees to take
calls and spend some quiet time on emails, as
well as access to
printing. Have a morning meeting you can't miss?
No problem. This
event was designed for busy executives - we get
I'd like to bring some colleagues. Do I need to
Events are more fun with friends, and we'd be happy to host your team. You can have them register online, or send us their names, titles and email addresses and we will take care of it for you!
I don't see the event venue listed. Where will
the meeting be
To maintain exclusivity, we don't release the
venue address until
the registration process has been completed. All
details will be shared once you have requested a
pass and been
The "2013 Leadership in Corporate Divestitures and Acquisitions" in New York
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The Fitzpatrick Manhattan
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Continuing Education Credits:
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