Event Schedule
- 7:15 A.M. Registration, Coffee & Networking Liberty Foyer
- 7:45 A.M. Breakfast Is Served Liberty AB
- 8:00 A.M. Welcome Address Liberty AB
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8:15 A.M. - 9:00 A.M. All-Attendee Kick-off Panel Liberty AB
Presented By: Bank of America Merrill Lynch
Dealmakers’ M&A Roundtable: A group of Philadelphia’s top CEOs and M&A experts explore the operating environment for dealmaking in Greater Philadelphia … and beyond. They will share front-line experiences of how they identify opportunities, structure deals, integrate operations and discuss the state of capital investment.
Moderator:
Jim Dever
Philadelphia Market President and Global Commercial Bank Market Executive
Bank of America Merrill Lynch
Panelists:
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9:30 A.M. - 10:15 A.M. So, You Want to Buy a Company? Liberty C
Presented By: Duane Morris LLP & Janney Montgomery Scott LLC
Entrepreneurs, investors and M&A experts discuss how to position any company to be ready for an acquisition. Whether you are a closely held business, family operation, or midmarket private or public entity, join the conversation as panelists explore how to prepare to be a buyer, the board perspective of acquisitions and why family offices are on an acquisition spree.
Moderator:
Panelists:
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9:30 A.M. - 10:15 A.M. Targeted Sales: How to Determine to Whom to Sell Your Business Liberty D
Presented By: BDO USA LLP & Griffin Financial Group
A panel of entrepreneurs and business advisers explore key questions any owner wrestles with when selling a company, product line or ownership percentage: When should I sell? To whom should I sell? And what do I do next? Three entrepreneurs and two advisers discuss how to analyze the sales process and build a road map for success.
Moderator:
Panelists:
- 10:15 A.M. - 10:45 A.M. Networking & Refreshments
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10:45 A.M. - 11:30 A.M. Maximizing Returns: Pre-, During and Post-Liquidity Liberty C
Presented By: BNY Mellon Wealth Management & RKL LLP
When it comes to the most important M&A transaction of your business life, most people are woefully unprepared. C-suite executives, wealth managers and M&A advisers take a deep dive into best practices and mistakes made when preparing for — and completing — liquidity events to maximize net proceeds.
Moderator:
Panelists:
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10:45 A.M. - 11:30 A.M. Transaction Preparedness: Checking the Boxes on Deal Readiness Liberty D
Presented By: Blank Rome & Fairmount Partners
No matter what type of M&A you and your company are involved with, success means being ready for the deal to go down. A group of veteran dealmakers discuss what you should know, common missteps and practical advice to best prepare for M&A transactions.
Moderator:
Panelists:
- 11:30 A.M. - Noon Networking
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Noon Lunch is Served Liberty AB
Presented By: Herbein + Company, Inc.
Southwest Salad: Cilantro Marinated Grilled Chicken over Romaine & Iceberg Lettuce topped with sliced avocado, tomatoes, roasted corn, black bean & rice salad.
Dressing Options of Southwest Ranch & Balsamic Vinaigrette
Red Velvet Cake
Freshly Brewed Iced Tea, Coffee & Tea Service
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12:30 P.M. - 1:10 P.M. Luncheon Panel Discussion Liberty AB
Presented By: Smart Business
Life Sciences, Biotech and Pharma: A Look at Capital Flow and M&A Activity in Trending Sectors: A group of dynamic female entrepreneurs and savvy investors explore rising trends in dealmaking within three hot Philadelphia sectors: life sciences, biotech and pharma. They’ll share personal experiences and discuss what’s spurring activity, who’s active and where the money is flowing.
Moderator:
Panelists:
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1:30 P.M. - 2:15 P.M. A Deep Dive on the Buy Side Liberty C
Presented By: Alliant Insurance Services & Baker Tilly
Serial entrepreneurs, investors and M&A experts share lessons learned and potential pitfalls to avoid when accelerating growth through acquisitions. They’ll also discuss what’s worked for them, including the importance of due diligence.
Moderator:
Panelists:
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1:30 P.M. - 2:15 P.M. Sales Cycle: Planning Ahead to Achieve Your Goals Liberty D
Presented By: Marcum LLP & Pepper Hamilton LLP
Entrepreneurs and M&A experts share personal stories of preparing to sell their companies and those of their clients. The panel will explore common buyer asks and offer tips on how to navigate challenges in the sales process you’ll encounter along the way.
Moderator:
Panelists:
- 2:15 P.M. Refreshment Break
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2:30 P.M. - 3:15 P.M. Building Strong Capital Stacks: How to Raise Capital to Fuel Your Organization’s Growth Liberty C
Presented By: CLA & TriState Capital Bank
A panel of financiers, business owners and M&A experts challenge the conventional norms as they explore where to seek out and secure capital to finance accelerated growth.
Moderator:
Panelists:
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2:30 P.M. - 3:15 P.M. Recapitalization, Sale and Liquidity: A 360-Degree Analyses Liberty D
Presented By: AB Bernstein & Mufson Howe Hunter & Co. LLC
A roundtable of entrepreneurs, wealth managers, and M&A advisers take a deep dive into what to expect when considering recapitalization or the sale of a business to generate a liquidity event … and what comes next.
Moderator:
Panelists:
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3:30 P.M. Cocktail Reception Liberty Foyer
Presented By: Provident Bank & KMRD Partners
Cocktail & Networking Reception & Dealmaker of the Year Awards
- 5:00 P.M. Adjourn