Clifford Chance offices: New York
The IR Magazine & Governance Intelligence M&A Forum was a multi-stakeholder conference that helped companies build shareholder support, guarantee certainty of close and deliver on the strategic aims of M&A deals. At a time when the M&A market was warming up we discussed how best to prepare for a wave of M&A activity while navigating the increasingly difficult approval process.
We were joined by 100+ corporate governance, corporate development and investor relations professionals in New York on November 7 to stay up-to-date on the outlook for M&A and learned how to drive shareholder value in 2023 and beyond.
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Timings on the agenda are shown as Eastern Time (ET)
Welcome to the M&A Forum 2023
Laurence Taylor, senior conference producer, IR Magazine and Governance Intelligence
M&A outlook: Anticipating a boom in deal making
Tight credit conditions and high interest rates persist, but after a slump in deal making interest is gathering. How much activity has been happening behind the scenes, and when are we likely to see this interest materialize? How can companies position themselves to make the most of this expected rise in M&A once the market is fully active?
Moderator: Laurence Taylor, senior conference producer, IR Magazine and Governance Intelligence
Alexander Fries, director, corporate development, Progress
Alex Khutorsky, vice president, mergers and acquisitions, DuPont
Thomas Le, vice president, corporate development, Ziff Davis
Navigating regulatory change: Respond to increased anti-trust requirements
Despite growing interest, the regulatory landscape remains a significant challenge for deal teams. We’re seeing tougher merger guidelines proposed by the DoJ and FTC, with new HSR filing requirements expected at some point next year. In this panel our experts will discuss how the regulatory landscape is evolving around M&A and how best to prepare.
Moderator: Ben Maiden, editor-at-large, Governance Intelligence
Leigh Oliver, partner, Clifford Chance
Natalie Wong, senior director, M&A legal, Booking Holdings
Morning networking break
Communicating deal value: Ensuring companies and shareholders are in sync
Just because a deal seems intuitive internally doesn’t mean it will be intuitive to your shareholders. In this session we’ll discuss the red and green flags investors face around M&A and share advice on communicating deal value in a transparent, meaningful way.
Moderator: Steve Wade, head of content, IR Magazine and Governance Intelligence
Brendan Dowhaniuk, vice president of corporate development, Hoonigan
Michael Higgins, corporate strategy and investor relations, Advanced Drainage Systems
Cross-border M&A in an era of growing geopolitical risks
Here we will explore how growing geopolitical risks are influencing and challenging M&A activities and strategies. We will delve into the impact of geopolitical factors on cross-border deal sourcing and execution and share strategies for navigating these challenges as the risks evolve.
Moderator: Laurie Havelock, editor-at-large, IR Magazine
Renee Latour, partner, Clifford Chance
Steven Rosenberg, senior director, global M&A, WTW
Streamlining the due-diligence process: Tools, technologies and best practices
The due diligence process is one of the most essential parts of M&A, but also one of the most time consuming. Recent developments in technology and AI promise huge boosts in efficiency, but for many companies the risks still outweigh the rewards. Here we will look at how deal teams are optimizing their approach to due diligence, and debate the risks and benefits associated with adopting new tools into the process.
Ben Maiden, editor-at-large, Governance Intelligence
Saswat Bohidar, associate general counsel, corporate transactions, HPE
Scott Hile, vice president, corporate development, Enviva
Analysing M&A risks and opportunities through an ESG lens
Companies are increasingly integrating ESG considerations into their M&A strategies, with studies showing that investors are willing to pay a premium for targets that demonstrate high ESG maturity. Furthermore, ESG red flags can have significant impact on deals, resulting in additional closing conditions, valuation reduction and even deal cancellations.
Moderator: Laurence Taylor, senior conference producer, IR Magazine & Governance Intelligence
Jeff Angerman, deputy general counsel, Blackbaud
Dania Nasser, senior associate, general counsel, Canon
Choose a topic and discuss with your peers in a highly interactive roundtable discussion.
Closing remarks and networking drinks
Steve Wade, head of content, IR Magazine & Governance Intelligence
To inquire about speaking at a future forum, please contact [email protected] or call +44 20 8004 4818
Associate general counsel
Deputy general counsel
Senior director, global M&A
Senior director, M&A legal
Vice president, corporate development
Scott Hile is Vice President – Corporate Development at Enviva and is an accomplished 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 75 M&A and joint venture transactions (40+ closed, lead on 35+) and has 13+ years of evaluating, diligencing, and negotiating, and now 4+ years of successfully sourcing, transactions globally across a range of deal sizes and structures.
Vice president, head of M&A
Alex Khutorsky is Vice President, Head of M&A for DuPont de Nemours, Inc. He joined DuPont in 2019 and has been active in DuPont’s ongoing portfolio transformation. Alex has been an M&A practitioner for over 25 years. He began his career as an M&A attorney at the law firm of Sullivan & Cromwell. He then spent almost 20 years as an M&A banker at several Wall Street firms including Bear Stearns, Bank of America, and The Valence Group (now part of Piper Sandler).
Associate general counsel, corporate transactions
“Saswat Bohidar serves as Associate General Counsel for Corporate Transactions at Hewlett Packard Enterprise, a global edge-to-cloud company that helps organizations accelerate outcomes by unlocking value from all of their data, everywhere. During his time at HPE, Saswat has advised on acquisitions, divestitures, joint ventures, corporate restructurings and other strategic transactions, leading a team of attorneys and legal professionals across the globe. Prior to HPE, Saswat worked as a corporate attorney at Davis Polk and Freshfields Bruckhaus Deringer.”
Vice president, corporate strategy and investor relations
Advanced Drainage Systems
Vice president of corporate development
Vice president, corporate development
Thomas Le is Vice President of Corporate Development at Ziff Davis (NASDAQ: ZD), where he has led and/or contributed to over $1 billion of M&A transactions. Ziff Davis is a serial programmatic acquirer that owns and operates a portfolio of media and software businesses. Thomas is responsible for the full investment process spanning origination, evaluation, and execution. Prior to Ziff Davis, he was an early and growth stage investor at Tenfore Holdings, an ecommerce and enterprise software focused venture capital firm based in New York. Prior to that, Thomas held equity analyst positions at firms including Lazard Capital Markets and J.P. Morgan Asset Management.
Senior associate general counsel
Director of corporate development
Senior conference producer
IR Magazine and Governance Intelligence
Head of content
Corporate Secretary and Governance Intelligence
"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."
"Very strong speakers with evident leading knowledge."
"Highly relevant topics, knowledgeable panellists and highly informative."
"I felt the virtual format was faced paced and moved quickly. The size of the panels was good for different points of views and perspectives."
"Knowledgable panels. Productive discussion. Easy participation. Visibility and upvoting of questions. "
"Great selection of panelists. I thought the platform was very user friendly. "
"I have been to a lot of these events and I have found the conversations to be richer and more insightful than many of the bigger panels - probably due to good moderation and good panelists. I was also impressed by how seamless the virtual format was. "
Our attendees are leading governance, IR and corporate development professionals with a strategic role within their company.
Below is a sample of attendees:
|AGC and assistant CS
|Senior counsel, corporate law
|Associate general counsel
|SVP, IR and treasurer
|G-III Apparel Group
|Chief communications, IR officer
|VP, IR, M&A
|VP, global corporate media relations
|CS and chief governance officer
|VP, associate general counsel
|Chief governance counsel
|John Wiley & Sons
|VP, chief SEC counsel and secretary
|American Water Works
|Casella Waste Systems
|VP, corporate development
|Executive director, IR
|VP, corporate development
|Executive director, IR
|Perella Weinberg Partners
|VP, deputy general counsel
|General counsel and CS
|VP, IR and communications
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 unrivaled 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.
In Association with
Clifford Chance is one of the world’s pre-eminent law firms with significant depth and range of resources across five continents. We provide our clients with the highest-quality advice and legal insight, which combines the firm’s global standards with in-depth local expertise. We advise clients the world over on sustainable business transition and transformation, offering global coverage and technical excellence in the major aspects of ESG. The climate emergency, imperative social issues, and increased importance of effective governance require advice and support from the forefront of ESG developments, as part of achieving the Just Transition. Our team is on hand to enable business transition and to protect and create your sustainable growth.
For more information, please visit our website.
Founded in 1969, NIRI is the professional association of corporate officers and investor relations consultants responsible for communication among corporate management, shareholders, securities analysts and other financial community constituents. NIRI is the largest professional investor relations association in the world with more than 3,300 members representing over 1,600 publicly held companies and $9 trillion in stock market capitalization.
For more information, please visit www.NIRI.org
The Virtual Chapter is the second largest chapter in the NIRI ecosystem, with over 230 members representing 160+ publicly traded companies from a wide range of professional experiences, industries, geographies and market caps. The Virtual Chapter has been providing online educational, professional development and networking opportunities for its members and the broader IR community for more than 16 years, and is the only NIRI chapter to offer CPE credits in addition to IRC PDUs. For more information, please contact [email protected].
|The M&A Forum
|The Corporate Secretary Forum
|Corporate Governance Awards
|November 7, 2023, New York
|November 8, 2023, New York
|November 8, 2023, New York
Deals and defense in a volatile market
Modernizing the boardroom
Celebrating excellence in governance
IR Magazine and Governance Intelligence are long-term supporters of the Coalition for the Homeless. The Coalition is doing all in its power to ensure that homeless New Yorkers get the help and protection they need.
We would be grateful if you are able to bring along any of the items outlined in the list below, to be donated to those in need through the Coalition.
For further information about their work, please visit coalitionforthehomeless.org
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