Western Region Deal School Agenda
Wednesday, April 29
95 State Building | 5th Floor Training Room
- Registration | 3:30 pm
- Session 1 | Sourcing & Strategic Opportunities with Geoff Loos
- Investment Bank to present on the sell-side perspective
- Opening Social at Squatters Pub Brewery Downtown SLC
- Dinner, drinks, and networking!
Thursday, April 30
World Trade Center Building | 1st Floor Training Room
- 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
- Speakers Matt Bartholomew | Kelly Priestley | Yelena Svetlichnaya
Walk to 95 State Building
- LUNCH | 12:00 pm - 1:30 pm - 95 State Building | 5th Floor Terrace
- Session 5 | Legal Diligence with Adam Ott
- 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
- Informal Closing Dinner
- Group dinner on own
