After an impressive year for M&A in 2021, the road ahead is fraught with obstacles for corporate M&A; volatility, increasing inflation and interest rates, supply chain challenges and a tightening regulatory environment are impacting corporate M&A activity.
The Corporate Secretary & IR Magazine M&A Forum is a multi-stakeholder conference that helps companies build shareholder support, guarantee certainty of close and deliver on the strategic aims of M&A deals.
Join 100+ corporate governance, corporate development and investor relations professionals in New York on September 21 to stay up-to-date on the outlook for the M&A market, understand the changing regulatory regime and learn how to drive shareholder value across the deal cycle.
NIRI IRC® CREDENTIAL
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 www.niri.org/certification.
Welcome to the M&A Forum 2022
Steve Wade, head of event content, IR Magazine & Corporate Secretary
How to drive value through M&A in 2023
In a time of falling valuations and rising interest rates, our opening session focuses on the outlook for M&A activity during the current economic environment and how companies can adapt their strategic approach to M&A value creation.
• Discover how attitudes toward risk changed in this environment and the impact on deal teams
• Debate which types of deals generate better shareholder returns at a time of rising funding costs and falling valuations
• Understand the impact of the current economic environment on deal sourcing
• Discover how changing attitudes toward geopolitical risk are impacting M&A activity
Moderator: Steven Wade, head of event content, Corporate Secretary and IR Magazine
Improving board oversight on M&A activity
This session looks at how companies can support their board’s ability to make informed decisions across all aspects of the deal cycle, from strategy to diligence and implementation.
• Discuss the scope of the board’s role in corporate M&A
• Learn about the trends that impact oversight on M&A activities
• Understand how best to support your board across the entire deal life cycle
Moderator: Ben Maiden, editor-at-large, Corporate Secretary
Morning networking break
Adapting to accelerating due-diligence approaches
Due diligence is one of the most time-consuming aspects of M&A, but many predict that it is also an aspect that can see the most acceleration in the future. This session discusses how to improve due-diligence efforts and increase efficiency.
• Discuss the emerging risks for deal success in the current environment
• Debate how best to price risk into deals in the current environment
• Learn how to streamline the due-diligence process while having important input from different business functions
Moderator: Steve Wade, head of event content, IR Magazine & Corporate Secretary
Best practices when articulating deal value to shareholders
Getting shareholders on board with your M&A activity is critical to success, but sentiment around deals is changing. Join this session to learn how best to engage shareholders in the current environment.
• Hear best practices on building shareholder support for deals
• Ensure certainty of close by understanding how best to articulate the strategic value of a deal
• Understand shareholder concerns around M&A given the macro backdrop
• Discuss how to adapt your messaging in today’s environment
Moderator: Laurence Taylor, senior conference producer, IR Magazine & Corporate Secretary
Managing cyber-security risk and maximizing automation opportunities in M&A
An ever-increasing reliance on digital infrastructure presents risks and opportunities for deal teams. This session looks at both the benefits and dangers M&A faces from evolving technology and how to manage technology in the deal process effectively.
• Understand how cybersecurity vulnerabilities can pose risks to a deal’s value in both the short and long term
• Learn how bust to conduct cyber-risk analysis during your due diligence
• Discover how technology is being increasingly used to improve deal insight and efficiency
Moderator: Laurence Taylor, senior conference producer, IR Magazine & Corporate Secretary
How companies utilize ESG to identify M&A risks and opportunities
Corporate purpose is an emergent issue that impacts M&A, companies are setting public carbon targets, and the everchanging impact on how teams work has created a perfect storm of challenges for M&A deals. We examine how companies can better identify non-financial risks
• Learn about the emerging human capital, DEI and company culture factors impacting M&A
• Understand how to identify issues in ESG target alignment
• Discuss how to use ESG for enhanced integration success
Moderator: Ben Maiden, editor-at-large, Corporate Secretary
Integration: Realizing value through post-merger integration
Once a deal is signed, integration is where true value will is achieved or lost. In this session, we look at how to maximize value following a corporate transaction and communicate M&A impact with your stakeholders.
• Setting your new board up for effective oversight
• Hear top tips for introducing management to the market post-deal
• Discover how best to deliver a clear message to the market following a deal
• The importance of people management after a corporate transaction
Moderator: Steve Wade, head of event content, IR Magazine and Corporate Secretary
Champagne roundtables: Exchange ideas with your peers in highly interactive roundtable discussions
Ben Maiden, editor-at-large, Corporate Secretary
Laurence Taylor, senior conference producer, IR Magazine and Corporate Secretary
Steve Wade, head of event content, IR Magazine and Corporate Secretary
Steve Wade, head of event content, IR Magazine and Corporate Secretary
End of conference
This year's line up will be announced shortly. Here are some of our past speakers. To inquire about speaking opportunities, contact [email protected] or call +44 20 3865 8103.
Co-founder and senior managing director
Pat McHugh is a Founder and Senior Managing Director of Okapi Partners. He has over 20 years of experience in managing complex solicitations and campaigns. Pat has managed solicitation campaigns related to annual and special meetings (domestically and abroad), M&A solicitations, consent solicitations as well as fixed income-related matters, including numerous tenders and exchanges.
In addition to hundreds of annual and special meeting solicitations, Pat has represented Fortune 500 corporations involved in complex transactions including contested M&A deals, proxy fights and restructurings. He frequently works on contested solicitations where he provides strategy and advice to clients including campaigns on behalf of activist investors as well as providing defensive counsel to corporations that have been targeted by activists.
Prior to establishing Okapi Partners, Pat was a Senior Managing Director of Georgeson Inc. and a member of its Global M&A Advisory team. He received his B.A. in Economics from East Stroudsburg University.
Chief financial officer
Christian Mezger is Anuvu’s Chief Financial Officer. Having previously served as Ciber, Inc.’s President and Chief Executive Officer and as Chief Executive Officer of CMTSU Liquidation Inc. (f/k/a Ciber, Inc.) from 2018 through 2019. Christian also served as Ciber’s Executive Vice President and Chief Financial Officer and Senior Vice President, of Corporate Finance. Christian also served in several leadership roles for Hewlett Packard Company / Compaq Computer Corporation, including Vice President of Technology Services, Vice President of Worldwide Financial Planning & Analysis, and Senior Director of Corporate Planning and Global Function Finance. Christian received an MBA-equivalent degree in International Business Management with a specialization in International Finance and International Marketing from the University of Vienna. He currently sits on the Advisory Board at the University of Denver’s School of Accountancy.
Vice president of corporate development
A senior strategic executive with extensive high tech experience; known for thinking beyond the numbers, focused on execution, improving processes & leading change, particularly around transformation through acquisitions.
Executive director, assistant general counsel and assistant secretary
Richard Gluckselig is an Assistant General Counsel and Assistant Corporate Secretary at Regeneron Pharmaceuticals, Inc., an S&P 500 biotechnology company headquartered in New York whose mission is to help patients with serious diseases. In his role, Richard focuses on disclosure, corporate governance and financing matters, as well as strategic transactions, shareholder engagement and board support. Previously, Richard worked as a member of the securities and public companies practice group of an international law firm in Manhattan. Richard holds an LL.M. from the University of Michigan.
Senior vice president of finance, head of corporate development, M&A and investor relations
Hewlett Packard Enterprise
Sonalee Parekh leads HPE’s corporate development and investor relations teams and oversees critical growth initiatives, including merger and acquisition (M&A) plans globally. Parekh serves as a key member of the finance executive team and advisor to the CFO.
A seasoned corporate advisor, Parekh brings more than 20 years’ experience in the global technology, media, and telecommunications industries. She has held senior leadership roles at several global investment banks, including Barclays Capital, Goldman Sachs and Jefferies.
Rose Marie Glazer
Senior vice president, corporate secretary and deputy general counsel
Vice president of corporate development
Russ Hartz is a deeply experienced Corporate Development professional, with specific expertise in M&A, strategic investments and post-merger integration. He manages global M&A activity at Ansys, Inc., the worldwide leader in engineering simulation software. Prior to joining Ansys, Russ served in a similar role for 12 years on SAP’s global Corporate Development team, negotiating and managing M&A and strategic investment transactions of all sizes, from multi-billion-dollar deals to small IP acquisitions. Russ began his M&A career in 1999 practicing corporate and securities law at a large Philadelphia law firm, advising clients on M&A deals as well as a broad range of other commercial transactions, corporate governance and securities law compliance.
Arthur B. Crozier is Chairman of Innisfree M&A Incorporated of New York and of Lake Isle M&A Incorporated, Innisfree’s wholly-owned UK subsidiary.
Mr. Crozier’s practice includes the representation of U.S. and international clients in a wide variety of transactions and proxy contests, as well as annual and special meetings. In addition, he counsels an international roster of clients on corporate governance, shareholder engagement and executive compensation issues.
Recent high profile situations he has worked on include: Cigna Corporation in its acquisition of Express Scripts Holding Co, despite opposition by Carl Icahn; The Walt Disney Company in its acquisition of Twenty-First Century Fox; Automatic Data Processing (ADP) in its successful proxy contest against Pershing Square Capital Management; Deckers Brands in its successful proxy contest against Marcato Capital Management; Taubman Centers, Inc. in its successful proxy contest against Land and Buildings Investment Management; Tesla Motors in its acquisition of SolarCity; Chicos FAS in its successful proxy fight against Barington Capital; the successful defense at DuPont against the proxy contest waged by Trian Partners; the successful defense at Allergan against the unsolicited offer by Valeant Pharmaceuticals and Pershing Square Capital Management; the acquisition of Dell Inc. by Michael Dell and Silver Lake Management, despite opposition by Carl Icahn and Southeastern Asset Management; and the successful defense at Agrium against JANA Partners’ proxy contest.
Mr. Crozier has written numerous articles and spoken extensively on the subjects of corporate governance, shareholder engagement, proxy contests, hedge fund activism, executive compensation and international voting practices.
He received his B.A. degree from the College of the Holy Cross and his J.D. degree from Boston College Law School.
He is a member of the National Investor Relations Institute, the International Bar Association, the Advisory Board for the Program on Corporate Governance at Harvard Law School, and the Society for Corporate Governance; as well as a Director of the Boy Scouts of America, Greater New York Councils and a Trustee of The Commonwealth Charitable Fund, Inc.
Managing director of the M&A and activism advisory group
Mike is Managing Director of the M&A and Activism Advisory Group at Morrow Sodali. With 20 years of experience, Mike provides strategic counsel in matters of shareholder activism in contested director elections, mergers and acquisitions, corporate governance, and proxy solicitation.
Several contested situations in which he has served include Newell Brands/Starboard, Olympus Corporation/ValueAct, Natus Medical/Voce Capital, Blackwells Capital/SuperValu, Anheuser Busch/InBev, Martin Marietta Materials/Vulcan Materials, Mylan Labs/Icahn, Sodastream International/Teleios, Caesarstone Ltd./ Kibbutz Sdot-Yam, Sotheby’s Inc./Third Point, Breeden Partners/H&R Block, Ranger Governance/Computer Associates.
In the last year, Mike has also provided guidance to issuers in some of the largest successful M&A transactions including Connecticut Water Service/SJW Group, Pfizer/Medivation salesforce.com/MuleSoft & Demandware, Monsanto/Bayer, RiteAid/Walgreens and Time Warner/AT&T.
Chief executive officer and president
Jillian (Jill) Evanko is President and Chief Executive Officer of Chart Industries, Inc. (NYSE: GTLS), serving in this capacity since June of 2018. Ms. Evanko joined Chart in February of 2017 as Chief Financial Officer. Prior to joining Chart, Jill was the Chief Financial Officer of Truck-Lite Co., LLC as well as having held multiple operational and financial executive positions at Dover Corporation (NYSE: DOV) and its subsidiaries. Prior to joining Dover in 2004, Ms. Evanko held financial and operational roles at Arthur Andersen, LLP, Honeywell Corporation and Sony Corporation. In addition to serving on Chart’s Board of Directors, Ms. Evanko also serves as an independent director of the Board of Parker Hannifin Corporation (NYSE: PH).
Jill received a Master of Business Administration (MBA) from The University of Notre Dame and a Bachelor of Science in Business Administration from La Salle University. She is the winner of the 2020 ExxonMobil Power Play Rainmaker award, the 2020 S&P Global Platts Energy Award for Chief Trailblazer, and the World LNG Executive of the Year 2020. She serves on the non-profit Board of Directors of the National Association of Manufacturers (NAM) and the US-India Strategic Partnership Forum (USISPF).
Group head of corporate development and M&A
Erik Levy is the Group head, Corp Dev and M&A at DMGT plc. Erik is a highly experienced Corporate Development Executive with deep experience building and leading best in class, Fortune 1000 acquisition/investment and portfolio strategy. Erik has completed over 150 acquisitions, minority and venture investments and strategic partnerships.
Director of investor relations and strategy
Randle Glenn Reece holds the position of Head-Investor Relations for AMN Healthcare Services, Inc.
In his past career Mr. Reece was Vice President & Senior Research Analyst at Avondale Partners LLC, Senior Research Analyst at Hoover Investment Management Co. LLC, News Editor at The Daytona Beach News-Journal Corp., Equity Analyst at Montgomery Securities, Inc., Analyst at Waddell & Reed Investment Management Co., Equity Analyst at Stephens, Inc. and Investor Relations Officer at StaffMark, Inc.
Randle Glenn Reece received an MBA and an undergraduate degree from The University of Arkansas.
Senior director of corporate development
Jeff Hennig is a Senior Director, Corporate Development at Xilinx based in San Jose, California. Previously, Jeff was a Board Member at Aperi and also held positions at Merrill.
Senior director of corporate strategy and development
Scott Hile is Senior Director of Corporate Strategy & Development at Enviva and is an accomplished strategic transactions, mergers and acquisitions, and global business leader, skilled at effective verbal and written communication, sought for mentoring. Known for uniting globally dispersed teams around cohesive project visions in achieving organizational goals. He has a track record of providing education and building capability in direct reports. He has experience with over 78 M&A and joint venture transactions (45+ closed, lead on 40+) and has 16+ years of evaluating, diligencing, and negotiating, and now 8+ years of successfully sourcing, transactions globally across a range of deal sizes and structures.
Associate general counsel and assistant secretary
Executive vice president and officer of strategy and corporate development
Stephen Lovass serves as Executive Vice President, Strategy and Corporate Development at Nordson Corporation (Nasdaq: NDSN), a $2B revenue diversified precision technology company. He is responsible for the company’s strategic planning process, M&A and new business integration. In addition, he oversees the company’s minority investment program, focused on early stage technology companies. Mr. Lovass previously ran the company’s former Industrial Coating Systems segment.
Prior to joining Nordson in 2016, Mr. Lovass most recently served as president for one of the global sensors and controls businesses at Danaher Corporation (NYSE: DHR), a $21 billion revenue Fortune 200 diversified science and technology company. Prior to this, Mr. Lovass has held senior roles in Strategic Planning, Corporate Development and General Management based in the US, Europe, and Asia.
Mr. Lovass, a certified public accountant (Australian equivalent), earned a Bachelor of Commerce from the University of Melbourne (Australia) and an MBA from the University of Michigan.
Chief executive officer
With more than 30 years of award-winning digital experience, Don joined us as CEO of our US operations in March 2016, and became Group CEO in January 2017. He’s previously led global operations at interactive agencies iCrossing and Agency.com.
Don’s vision is to lead a company unlike anything else in the digital communications space. He’s put together a team with deep expertise in investor relations and corporate comms, and united them with innovative performance marketing experts to raise the bar for all audiences.
Don is also a recognized thought leader and author. His first book “How to Lead a Values-Based Professional Services Firm,” co-written with Fran Biderman-Gross, released in 2020, and his next title, “The M&A Solution: A Values-Based Approach to Integrate Companies,” is set for a May 2021 release with ForbesBooks.
Don was a member of the Board of Directors for the Make-A-Wish Foundation of North Texas. He has dual undergraduate degrees in Chemical Engineering and Mathematical Physics, and a Master of Science in chemical engineering from Rice University; he also has an M.B.A. from Harvard Business School.
Outside of work, Don enjoys keeping up with his favorite sports teams with a glass of wine.
Tim Human is senior reporter at IR Magazine. He rejoined the publication in 2019 after two years working as a freelance journalist for a range of international publications. Previously, he was editor of IR Magazine between 2013-2017. He has also written for Corporate Secretary, IR Magazine’s sister publication, and CorpComms, the UK-based magazine for corporate communications professionals.
Ben Maiden is the editor-at-large of Corporate Secretary, an IR Media publication, having joined the company in December 2016. He is based in New York. Ben was previously managing editor of Compliance Reporter, covering regulatory and compliance issues affecting broker-dealers and asset management firms in the US and Europe. Before that, he was editor of Euromoney Institutional Investor’s International Financial Law Review and IFLR’s Americas editor, working in London and New York.
Head of event content
Corporate Secretary and IR Magazine
Steve Wade is a content researcher and conference producer at IR Magazine where he is responsible for crowd-sourcing intelligence on the big global issues facing investor relations. Steve also creates events where the IROs and the wider financial community can discuss, debate and learn about ways to develop the IR function.
Prior to IR Magazine, Steven’s background has been in corporate social responsibility and responsible investment. During his time at Ethical Corporation (now Reuters Events), Steve launched the ESG symposium, an event focused on connecting the socially responsible investment community with corporate sustainability leaders at listed companies. Steve was a judge for the Deloitte Green Frog Awards, celebrating the best corporate reporting in Eastern Europe. Steve also presented research at the Global Sustainable Event Summit in London and has spoken about extra-financial reporting with the United Nations Global Compact, the World Bank and the Polish Ministry of Finance.
Steve has a degree in Event Management and enjoys playing rugby in his spare time.
"Very interesting and on trend topics, with an all star line up of very engaged and dynamic speakers."
"The agenda was informative and fast-paced; the presenters were knowledgeable and engaging."
"Platform was great, networking with others was fun."
"Truly brilliant. I've been to a couple of virtual conferences and your set-up, support, and panels are the best by far."
"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."
"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."
Our attendees are leading governance, IR and corporate development professionals with a strategic role within their company. Below is a sample of some of our past virtual attendees:
|Job title||Company||Job title||Company|
|CEO||InspIR Group||Vice president||Brookfield Asset Management|
|CFO||Invitae||Vice president||FINN Partners|
|Chief corporate affairs & communications officer||Vanda Pharmaceuticals||Vice president of investor relations and associate general counsel||Adobe|
|Chief counsel||CSG||Vice president of legal affairs, risk management and corporate secretary||McGrath RentCorp|
|Chief governance officer, vice president and corporate secretary||Prudential Financial||Vice president, associate general counsel for corporate, securities and finance||Hewlett Packard Enterprise Company|
|Chief sustainability officer||Global Fashion Group||Vice president, investor relations||JLL|
|EVP/head of fair & responsible banking||Pacific Premier Bank||Vice president, investor relations||Premier|
|Executive director, investor relations||Castle Biosciences||Vice president, investor relations||Progyny|
|Industry relations director||Brinker International||Vice president, investor relations & public affairs||Concho Resources|
|Managing director||ATB Financial||Vice president, IR||Charles Schwab|
|Managing director, capital markets, ESG & sustainability||Bridge Investment Group||VP chief compliance officer & corporate secretary||NW Natural Gas|
|MD||Ally Financial||VP corporate communications||Bear Creek Mining Corporation|
|Partner||Guidehouse||VP corporate responsibility||Omnicell|
|Senior director, IR||Maravai LifeSciences||VP corporate strategy & IR||Extreme Networks|
|Senior program director for capital market systems||Ceres||VP global head, investor relations||Alcon|
|Senior vice president||Endo International||VP investor relations||Diversified Gas & Oil|
|Senior vice president of governance and chief ESG officer||Verizon||VP investor relations & global communications||Murphy Oil|
|Sr director, corporate||Splunk||VP of IR||OneSpan|
|Sr. director legal & corp. dev.||The Clorox Company||VP, corporate strategy||ICF|
|Sr. group director, corporate social responsibility||Cadence Design Systems||VP, EHSS||AMG Advanced Metallurgical Group|
|SVP research||Morneau Shepell||VP, investor relations & sustainability||Killam Apartment|
|SVP, chief corporate & securities counsel||Synchrony Financial||VP, IR||Henry Schein|
|SVP, legal and compliance||Ligado Networks||VP, IR||Stantec|
Why partner with us?
The M&A Forum 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 attract a qualified audience.
The unique buzz we create at our events makes them multi-faceted and highly interactive with great engagement in particular from corporate secretaries, M&A managers 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 – get in touch with Ian Richman or call on +1 212 430 6865.
Datasite is a leading SaaS provider for the M&A industry, empowering dealmakers around the world with the tools they need to succeed across the entire deal lifecycle. For more information, visit www.datasite.com
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