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M&A Forum: The Building Blocks of a Successful Transaction

Event - Seminar | September 14, 2023


1:00 PM - 4:45 PM

Social Hour 5:00 PM - 6:00 PM


Considering buying or selling a business?

Presented by M&A industry leaders in the legal, investment banking, and accounting and finance fields, the M&A Forum will provide participants with the tools, practical tips and strategies needed to complete a successful transaction. 

Full agenda available below.

Key Takeaways:
  • Preparing your business prior to a deal
  • Understanding wealth transfer
  • Understanding transaction structure and valuations
  • Structuring the deal to minimize tax consequences
  • Learning about the various documents related to a deal
  • Getting familiar with Representations and Warranties Insurance
  • Learning about deal financing, earnouts and equity rollovers
  • Reviewing a playbook of M&A best practices
Who Should Attend?

The M&A Forum is geared toward management personnel at businesses of all sizes, including start-ups. Titles might include C-suite, owner and founder, general manager, vice president, director of business development, director of finance, strategic planner, business unit manager and general counsel.

Join us for social hour immediately following the seminar.
Approved for 4 CPE credits in Nebraska (based on 50-minute hours) and 3.5 CLE credits in Nebraska and Iowa.

Register here >>

1:00 PM | Welcome: Lisa Sarver
1:00 PM – 1:45 PM | Let’s Get the Legal Stuff Out of the Way: A Legal Overview of M&A Transactions
Caitlin Gustafson, Zander Savage, Mike Alvano and Ed Gonzales (Kutak Rock LLP)
1:45 PM – 2:00 PM | Representations and Warranties Insurance
Matt Edwards (Aon)
2:00 PM – 3:00 PM | Transaction Structure Planning
Joe Donovan (Lutz) and Pete Froelicher (Lutz)
3:00 PM – 3:15 PM | Break
3:15 PM – 3:45 PM | Is the Party Over? An update on private company valuations
Gary Grote (Bridgepoint Investment Banking)
3:45 PM – 4:45 PM | Panel: Deal Process Insights
Moderator: Dale Dixon (Kutak Rock LLP)
Panelists: Dan Caldwell (First National of Nebraska), Gary Grote (Bridgepoint Investment Banking), Bill Kenedy (Lutz), Quinn Kulik (J.D. Heiskell) and Lisa Sarver (Kutak Rock LLP)
4:45 PM | Social Hour - Join Us!