Conference 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