M&A Academy

Panel 1 - Capital Markets Deal Terms and Financing

From senior debt to equity co‑investments, capital markets play a decisive role in shaping M&A transactions. This session explores how buyers, sellers, and advisors navigate today’s capital landscape to fund acquisitions, optimize capital structures, and manage risk.  This panel will provide an update on trends within both the broader capital markets and, more specifically, the middle market. Drawing on their experience advising and completing private equity and corporate transactions, our distinguished panelists will discuss the current state of the middle‑market capital environment. Attendees will gain insight into lender expectations, investor return dynamics, and the perspectives of seasoned deal professionals as they continue to source, deploy, and maximize capital in an evolving market.

Panel 2 - Post Merger Integration The 100 Day Plan

This interactive discussion will provide senior finance and corporate development leaders with a strategic playbook for mastering M&A integration within a rollup strategy. Drawing on experience from both private equity and corporate rollup environments, the discussion will contrast the different organizational mindsets and paces that impact deal success. Attendees will learn how to transition from a fragmented process to a new model centered on early integration leadership and the development of a clear post-acquisition vision for acquired employees. We will address often overlooked, operational challenges, including ensuring day-one readiness for select functional areas, identifying transition leadership and key talent. We will address employee incentives that ensure benefit continuity and harmonization. Join us for an actionable session on turning hard-earned integration lessons into repeatable best practices for maximizing value in an aggressive acquisition strategy. Attendees will receive a sample roadmap and toolkits.