Corporate Transaction Forum 2021

Thursday, July 8, 2021

Virtual event: Available on replay

About the forum

The Corporate Transaction Forum was a joint event hosted by IR Magazine and Corporate Secretary to bring together corporate development officers, investor relations heads and corporate secretaries to learn about the latest developments in M&A and share best practice on how to increase shareholder value through investment strategy. The current environment has created favorable conditions for some companies to grow (or survive) through corporate M&A activities, and has left other companies more open to the threat of activism.


Due to current restrictions, the event took place as a virtual experience using our bespoke, cutting-edge technology.

Our virtual event platform closely replicates attending in-person by facilitating interaction with speakers, one-to-one networking with fellow IR and governance professionals, and group roundtable discussions. Going virtual helps you connect with a wider network from the comfort of your desk.



Holders of the NIRI IRC® credential can earn up to 4 professional development units (PDUs) per day. IRC-credentialed speakers may also earn PDUs. More information is available at


Timings on the agenda are shown as Eastern Time (ET)

View the 2021 PDF agenda here


  • 10:30 AM
    Opening remarks: Welcome to the corporate transaction forum!

    Steven wade, head of event content, Corporate Secretary and IR Magazine

  • 10:45 AM
    M&A outlook: Trends in corporate transactions

    Prepare yourself for emerging activist threats and keep your finger on the pulse as we explore the major trends impacting corporate transactions.

    • Will M&A activity gain momentum in 2021 and beyond?
    • Learn which sectors provide the most opportunities for strategic consolidations
    • Understand how Covid-19 has increased risks around
    • Discover emerging opportunities to drive growth through strategic M&A activities
    • Hear whether we expect an increase in cross-border M&A and understand the associated risks

    Moderator: Tim Human, senior reporter, IR Magazine
    Arthur Crozier, chairman, Innisfree
    Russ Hartz, vice president of corporate development, Ansys

  • 11:15 AM
    M&A outlook: The impact of policy and regulation

    The new Biden administration and Democratic-led Congress are seeking to bring a wave of changes to policies and regulations that will have direct and indirect implications for M&A.

    • Understand what type of regulations could impact M&A activity
    • How might regulatory changes at the SEC affect the ability for activists to bring proxy battles or proposals to bring about corporate change?
    • Learn how regulations could create opportunities and challenges for issuers
    • What is the outlook for antitrust policy under the new administration?
    • Discuss what impact the SEC’s adoption of amendments to the financial disclosure requirements for business acquisitions and dispositions will have on M&A activity

    Moderator: Ben Maiden, editor-at-large, Corporate Secretary
    Doug Hass, associate general counsel and assistant secretary, Kimball Electronics

  • 11:30 AM
    Sustainable deal making: Integrating ESG into M&A activities to enhance shareholder value

    Business leaders see ESG as an increasingly critical factor for deals, driven by expectations of longer-term value creation and mitigating risks in corporate transactions. This session shares advice about how to use

    • Discuss how to use ESG to identify synergies and eliminate riskier acquisitions during target analysis and due diligence
    • Reduce future operational challenges by ensuring that ESG targets can be met post-merger
    • Overcome the challenges created by lack of standardization in ESG data to get a clearer picture of human capital, governance and environmental risks to deals

    Moderator: Steven Wade, head of event content, IR Magazine
    Sonalee Parekh, senior vice president of finance, head of corporate development, M&A and investor relations, Hewlett Packard Enterprise
    Don Scales, chief executive officer, Investis Digital

  • 12:00 PM
    Networking break: Meet the attendees!

    Match with fellow delegates for a short, fun, 1 on 1 introduction using our virtual networking tool: it’s as easy as 1-2-3.
    1. Visit the networking area and click connect
    2. Get randomly matched with another attendee for a three-minute introduction
    3. Exchange contact information or move on to the next attendee: it’s up to you!

  • 12:15 PM
    How strategy, finance, and legal can better align to deliver shareholder value

    Strategic fit, shareholder support, and legal approval are vital aspects of any deal. In this session, we discuss how IR, corporate development and governance can add value to a corporate transaction. We also debate the pros and cons of having investor relations officers, corporate secretaries and general counsel involved earlier in the deal-making process.

    • Debate whether IR and governance need to be involved earlier in the deal-making process and learn how to add value to strategy and corporate development teams
    • Explore how different appetites for risk and transparency between strategy, legal and finance professionals can impact deal-making
    • Corporate transactions are key career milestones. Learn how to navigate this intense period of work to enhance your career
    • Understand whether remote deal-making is likely to continue if Covid-19 restrictions are lifted and how that impacts the way teams communicate and work together on a deal

    Moderator: Tim Human, senior reporter, IR Magazine
    Richard Gluckselig, executive director, assistant general counsel and assistant secretary, Regeneron Pharmaceuticals
    Scott Hile, senior director of corporate strategy and development, Enviva
    Christian Mezger, chief financial officer, Anuvu

  • 12:45 PM

    Meet the attendees: Match with other attendees for a short, fun introduction using our virtual networking tool: it’s as easy as 1-2-3.
    1. Visit the networking area and click connect
    2. Get randomly matched with another attendee for a three-minute introduction
    3. Exchange contact information or move on to the next attendee: it’s up to you!

  • 13:00 PM
    Pre-deal best practices: Emerging trends and best practices in strategy formulation and target identification

    Learn what IR, Governance and M&A professionals can do to ensure success through strategy formulation and target identification.

    • Has the past year made companies more aware of tail risks when considering acquisition targets?
    • Learn about red flags and synergies when searching for potential targets
    • Debate the rising importance of human capital considerations in target selection
    • Understand how to match your inorganic growth strategy with your organic growth strategy

    Moderator: Tim Human, senior reporter, IR Magazine
    Jill Evanko, CEO and president, Chart Industries
    Rose Marie Glazer, senior vice president, corporate secretary and deputy general counsel, AIG

  • 13:30 PM
    Deal phase best practices: Build support for your transaction and navigate the proxy process

    Communicating the deal and building consensus with your shareholder base is critical to M&A success. Focusing on the critical time leading up to a shareholder vote, we explore the cornerstones of a successful M&A communications strategy and examine the governance and proxy considerations leading up to the deal.

    • Hear top tips for announcing your M&A deal and best practices for SEC filings
    • Discuss the key elements to include in your proxy statement related to the deal
    • Discover how to best articulate the strategic fit of your transaction through your messaging to analysts and portfolio managers
    • Discuss how to overcome a deal-related proxy fight
    • Prepare for changes in your shareholder base and learn how to deal with increased short interest in the run-up to a deal

    Moderator: Ben Maiden, editor-at-large, Corporate Secretary
    Jeff Hennig, senior director of corporate development, Xilinx
    Patrick McHugh, co-founder and senior managing director, Okapi Partners
    Randle Reece, director of investor relations and strategy, AMN Healthcare

  • 14:00 PM
    Deal phase best practices: How to conduct effective due diligence

    During this session we will share best practices in the area of due diligence, specifically focusing on how you can validate strategic fit, and identify financial or legal issues related to the deal.

    • When should due diligence start, and how detailed should early-stage due diligence be?
    • Discover how to build an effective due diligence process that sets up success
    • Share board management practices in the run-up to a merger or acquisition
    • Prevent pushing a bad deal through by learning proven techniques to mitigate ‘deal-fever’

    Moderator: Ben Maiden, editor-at-large, Corporate Secretary
    Axel Kirstetter, vice president of product marketing, Datasite
    Erik Levy, group head of corporate development and M&A, DMGT

  • 14:45 PM
    Post-deal best practices: Deliver shareholder value through integration

    Understand the challenges that occur following a deal, learn how to build trust with shareholders by ensuring the implementation maximizes the value-add intended by the transaction, and discover how to move forward with new shareholders and a new board.

    • Learn how to understand your new shareholder base following a transaction and how it will impact your investor communications and strategy moving forward
    • Discuss how to preserve a company’s value during integration from the word go
    • Learn about how your communications around a deal can be viewed by a target’s employees and the impact that can have on integration

    Moderator: Tim Human, senior reporter, IR Magazine
    Stephen Lovass, executive vice president and officer of strategy and corporate development, Nordson Corporation

  • 15:00 PM
    Networking break

    Match with fellow delegates for a short, fun, 1 on 1 introduction using our virtual networking tool: it’s as easy as 1-2-3.
    1. Visit the networking area and click connect
    2. Get randomly matched with another attendee for a three-minute introduction
    3. Exchange contact information or move on to the next attendee: it’s up to you!

  • 15:15 PM
    Closing keynote: The future of acquisitions – exploring the impact of SPACs and increased valuations on M&A

    In our final session we look ahead to the future of acquisitions, specifically focusing on the impact that availability of alternative capital sources and rising valuations have on M&A activities.

    • Learn how the rise in special purpose acquisition companies (Spacs) and private equity are impacting M&A and shareholder sentiment around deals
    • Understand how changes in valuations can affect dealmaking and practices you can adopt
    • Discuss the rise of corporate development as an innovative tool and the role of innovation M&A in the current environment

    Moderator: Steven Wade, head of event content, Corporate Secretary and IR Magazine
    Matthew Arsenault, vice president of corporate development, JAMF
    Mike Verrechia, managing director of the M&A and activism advisory group, Morrow Sodali

  • 15:45 PM
    Summary of discussions and end of the conference

    Steven Wade, head of event content, Corporate Secretary and IR Magazine


To inquire about speaking at future forums, please contact [email protected] or call +44 20 3865 8103

What our virtual attendees say

"Very interesting and on trend topics, with an all star line up of very engaged and dynamic speakers."

Sprouts Farmers Market

"The agenda was informative and fast-paced; the presenters were knowledgeable and engaging."


"Platform was great, networking with others was fun."

Regeneron Pharmaceuticals

"Truly brilliant. I've been to a couple of virtual conferences and your set-up, support, and panels are the best by far."

MyLog IQ

"Very strong speakers with evident leading knowledge."


"All the different areas you could access made it far more interesting that just listening to a lecture."

Raven Russia

"Quality of speakers; excellent facilitation; combination of main stage and breakout sessions."


"The sessions were moderated very well with a quick pace. The panellists were well prepared and provided relevant insights."

Murphy Oil Corporation

Become a partner

Why partner with us?

The Corporate Transaction Forum 2021 brings together some of the most influential people from legal, finance and corporate development at public companies.

The event offers an effective approach to targeting clients at a time when they need it the most.

Through our unrivalled knowledge of the subject matter and commitment to in-depth agenda research, our events are guaranteed to attract a qualified audience.

The unique buzz we create at our virtual events – a far cry from a webinar – makes them multi-faceted and highly interactive with great engagement in particular from corporate secretaries and heads of investor relations. This allows our partners to have meaningful conversations with corporate stakeholders across legal, governance and corporate development.

By partnering with us on an event, you can generate leads, showcase your thought leadership and position yourselves as the partner of choice to our community.

We’d love to have a chat with you about how you can get in front of a truly engaged and motivated audience at the Corporate Transaction Forum 2021 – get in touch with Ian Richman or call on +1 212 430 6865.

In the last 12 months, IR Magazine and Corporate Secretary’s virtual events have attracted the highest, most diverse and senior attendees and experts in investor relations and governance



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If you have any questions, please contact Chloë Rutter at [email protected] or +44 20 3002 0396.

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