Conference Archive Page

CAPITAL STRATEGIES AND M&A FORUM - 2019



Details

Session Topics Include:

  • Deal Structuring
  • Integration and Creating Value: 1+1 = 3
  • Private Equity
  • Due Diligence
  • Navigating the Risks of Public-Private Partnerships (P3s): With Opportunity Comes Risk
  • Tax Reform – Uncovering Opportunities
  • Closing the Valuation Gap
  • Leadership Succession: Turning Over the Reigns
  • The Impact of Tax Reform on Firm Valuation
  • ESOPs
  • Accounting for Executive Compensation
  • Legal Aspects of M&A

The program starts at noon on May 7 and ends at noon on May 9, 2018
Location: Four Seasons Resort and Club Dallas at Las Colinas

We have a block of rooms reserved at the Four Seasons for a special rate of $269 per night. You can either reserve your room online at https://aws.passkey.com/go/Matheson0507 or by calling 972 717 2499. When making your reservation, please be sure to mention that you are part of the Matheson Advisors event to receive the special rate. The group rate will be available until April 15th and there is a limited block of hotel rooms available at this rate, so please reserve your room as soon as possible.

If you have any questions, please contact me at 703-992-8390 or email ebruington@mathesonadvisors.com.

EARLY BIRD RATE OF $1,695 ENDS APRIL 12th.
AFTER APRIL 12th – $1,895

Join other A/E/C, Environmental Consulting, and Government Programs firm leaders to discuss capital and M&A strategies and opportunities that firms can utilize in today’s market as they continue to build value in their businesses. This program will provide a current assessment of the M&A markets and capital formation strategies and will help firm leaders evaluate and execute successful programs, such as M&A financing, private equity, leadership and ownership transitions, and ESOPs.

The program is designed for executives from A/E/C companies of all sizes, whether you are a potential buyer or seller and/or currently considering an independent or shared path to further growth.



Speakers


MICHAEL FARR

Author, CNBC contributor, and President of the D.C. investment advisory firm, Farr, Miller, & Washington


KENNY POLCARI

Director of Equities at O’Neil Securities; veteran equities trader, a CNBC exclusive contributor/market commentator


BRET MOFFETT

President and CEO POWER Engineers


FRANK ABAGNALE

Renowned Cybersecurity and Fraud Prevention Expert, Bestselling Author & Subject of Catch Me If You Can


TREVOR SCHICK

Katerra



Sponsors


GOLD SPONSORS



SILVER SPONSORS



BRONZE SPONSORS



Schedule

Mark your calendars, the 2020 Capital Strategies and M&A Forum is being held May 18th-20th at the Four Seasons Resort and Club Dallas at Las Colinas. Stay tuned — registration will open in Fall 2019