M&A Science
Fall Summit

Learn proven M&A techniques from the best.
Nov 8, 2023 9 AM — 4 PM CT
Virtual Event
Registration is Closed

About the Fall Summit

Join us and other M&A professionals for the M&A Science Fall 2023 Summit as we discuss current trends and share advice from industry practitioners. The sessions will cover a variety of M&A topics - divestitures, diligence, integration, and more. The event also includes a Q&A with the instructors and a networking session. Hear from experts in internal diligence, careers in corporate development, M&A landscapes, M&A law, and more.

Sponsors

Agenda

November 8th, 2023
12PM

How The Liberty Company Insurance Brokers Unlocked Their Dealmaking Potential with M&A Technology

Elizabeth O'Keefe
Enterprise Account Executive at M&A Science
Nevin Raj
Co-Founder, COO at Grata
Kison Patel
Founder and CEO, DealRoom
Amy M. Weck
VP, M&A and Integrations, The Liberty Company Insurance Brokers
2PM

Retaining Top Talent in a Post-Pandemic World: Insights & strategies from our groundbreaking survey

When employees leave, they destroy deal value by walking away with key customer relationships, institutional knowledge, and the know-how required to realize the deal's investment thesis. In this information-packed session, we will share the key findings of our 2023 survey on talent retention during M&A. You'll learn about the trends, challenges, and best practices affecting employee retention after the pandemic. Don't miss this opportunity to stay ahead of the curve by optimizing your M&A retention efforts and deal ROI.

Klint Kendrick
Chair of the HR M&A Roundtable and Former HR M&A Leader at Oracle & Boeing
11AM

Live Podcast: The Art of Efficient M&A in Roll-Ups Businesses

Get ready to immerse yourself in a dynamic session with M&A Science host and DealRoom Founder and CEO, Kison Patel, joined by Ivan Golubic, CFO, FastLap. Discover the importance of M&A efficiency in navigating the complexities of Roll-Up venture growth from synergy identification to integration optimization. Whether you're a seasoned professional or new to M&A, this session will provide actionable insights and real-world examples of how efficiency drives success in the dynamic realm of Roll-Up ventures.

Ivan Golubic
CFO, FastLap
12PM

Women in M&A Panel: M&A Best Practices & Predictions for 2024

Hear from a group of female M&A leaders as they share their key learnings from 2023 and their predictions for M&A in 2024. From the sourcing of billion dollar deals to the strategy behind successful integrations, this panel will leave you inspired and educated by the experiences of our Women in M&A community.

Ritika Butani
SVP / Head of Corporate Development, Toast
12PM

A Guide to Effective Purchase Agreement Review-2

Dive into the intricacies of Purchase Agreement review in this in-depth session, where we'll walk through best practices, unveiling the do's and don'ts of scrutinizing Purchase Agreements. Gain invaluable insights into the art of legal precision, with crucial considerations for navigating the fine print of complex agreements. Join us for an insightful exploration where clarity meets expertise!

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This event is FREE.
Registration is Closed

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