Western Region Deal School Agenda
Wednesday, April 29
- Registration | 3:30 pm
- Session 1 | Sourcing & Strategic Opportunities
- Investment Bank to present on the sell-side perspective
- Opening Social at Squatters Pub Brewery Downtown SLC
- Dinner, drinks, and networking!
Thursday, April 30
- Registration & Breakfast | 8:00 am
- Session 2 | Valuation & Value Creation
- The buy-side perspective from Private Equity
- Session 3 | Financing Panel
- Panelists include Commercial Banking, Private Credit, Mezzanine Capital, and Private Equity
- Session 4 | Accounting Diligence
- Presented by QofE and M&A Tax CPAs
- LUNCH | 12:00 pm - 1:30 pm
- Session 5 | Legal Diligence
- Presented by M&A Corporate Attorneys
- Session 6 | Other Considerations and Post-close Integration Panel
- Panelists include Commercial Insurance, Strategic CFO, Human Capital Advisor, PEO, etc.
- Session 7 | M&A From the Operator’s Perspective
- Company Operator to share their recent M&A experience
- Small Group Networking Dinners | 5:45 pm
