Details

Join your colleagues to discuss capital and M&A strategies and opportunities that your firm can utilize in today’s market to build shareholder value. We will provide a current assessment of the M&A markets and capital formation strategies and will help you evaluate and execute successful programs, such as M&A financing, private equity, leadership and ownership transitions, and ESOPs.

Date:  May 8 – 10, 2023

Location: The Ritz-Carlton, Chicago

Session Topics Include:

• Economic Update
• Deal Structuring
• Private Equity
• Due Diligence
• ESOPs
• Tax Reform
• Closing the Valuation Gap
• Ownership Transition Strategies
• M&A Outlook