19^th Annual

Mergers and Acquisitions Institute

America's Preeminent Private M&A Conference

Dallas Oct 5-6, 2023 The Ritz-Carlton
Conference Concluded

Live Webcast Oct 5-6, 2023
Conference Concluded

Buy

Related products: eConference Materials

INSTITUTE MAGNATES
Sullivan & Cromwell LLP
Latham & Watkins LLP
Jackson Walker
Aon
Mourant
Kirkland & Ellis LLP

INSTITUTE TYCOONS
WTW
Haynes and Boone, LLP
Blake, Cassels & Graydon LLP (Canada)
Stout
Mosaic Insurance
Calvetti Ferguson
White & Case LLP
Hunton Andrews Kurth LLP
Truist/McGriff M&A Solutions

INSTITUTE WILDCATTERS
Baker Botts
Cleary Gottlieb Steen & Hamilton LLP
Freshfields Bruckhaus Deringer LLP
Gibson, Dunn & Crutcher LLP
Hallett & Perrin, P.C.
Holland & Knight
Katten Muchin Rosenman LLP
McCarthy Tétrault LLP (Canada)
McDermott Will & Emery LLP
McMillan LLP (Canada)
Morrison & Foerster LLP
Munsch Hardt Kopf & Harr, P.C.
Sidley Austin LLP
Skadden, Arps, Slate, Meagher & Flom LLP
SRS Acquiom LLC
Stikeman Elliott LLP (Canada)
U.S. Bank Global Corporate Trust
Vinson & Elkins LLP
Weil, Gotshal & Manges LLP
Wilmington Trust, N.A.
Winston & Strawn LLP

Download Brochure (PDF)

Overview

UT Law CLE’s Mergers and Acquisitions Institute is the leading private M&A conference of its kind in the U.S. for the latest deal trends, structures, pitfalls and opportunities in M&A. The combination of a cutting-edge program with nationally recognized speakers, prestigious U.S. and international sponsors, the Byron Egan Whiskey Tasting, invaluable networking opportunities, and much more, makes this an event you won’t want to miss!

The full agenda will be coming soon! Topics will include:

Texas Business Courts: The Dawn of a New Era
Carveouts: Still a Piece of Cake?
WTF Does ESG Really Mean for M&A?
Shifting Sands or Quicksand?: Negotiating Antitrust Risk in Today’s Climate
Distressed M&A: What’s So Different From Healthy Deals?
Energy Dealmaking
Mock Negotiation of Key Indemnification Provisions
Getting the Piper Paid: Successfully Navigating the RWI Claims Processes
Deal Ethics
Pop Quiz with Glenn West

Event Schedule

Program is subject to change.
All times are Central Time Zone.

Day 1 October 5, 2023
Day 2 October 6, 2023

Time

Credit

Subject

Speaker
Thursday Morning, October 5, 2023
Presiding Officers:
Ramesh Maharaj, Mourant - Grand Cayman, Cayman Islands
J.A. Glaccum, Hunton Andrews Kurth LLP - Houston, TX
8:00 am
Dallas Only

Continental Breakfast and Registration Opens

Thank You to Our Thursday Breakfast Sponsor

Thank You to Our Thursday Espresso Bar Sponsor
8:30 am

Welcoming Remarks by Institute Co-Chairs

Wilson Chu, McDermott Will & Emery LLP - Dallas, TX
Larry E. Glasgow, Jackson Walker LLP - Dallas, TX
8:45 am

1.00 hr

Carveouts: The Right Slice of the Pie

An in-depth discussion of current trends and issues facing buyers and sellers in carveout transactions today, including special considerations for navigating multi-jurisdictional carveouts.

Moderator:
Deirdre Harding, TPG Capital - San Francisco, CA
Panelists:
Elissa Etheridge, Aon - New York, NY
Brittany A. Sakowitz, Kirkland & Ellis LLP - Houston, TX
Brandon Satterwhite, AT&T - Dallas, TX
9:45 am

1.00 hr

WTF Does ESG Really Mean for M&A?

Gain insight on what ESG really is and how it intersects with M&A. In addition to a discussion of the latest trends and considerations, the panel offers practical guidance for M&A practitioners on how to address ESG considerations in their transactions.

Moderator:
Chauncey Lane, Holland & Knight LLP - Dallas, TX
Panelists:
Diego E. Gomez-Cornejo, McDermott Will & Emery LLP - Dallas, TX
Johnjerica Hodge, Katten Muchin Rosenman LLP - Washington, DC
David A. Katz, Wachtell, Lipton, Rosen & Katz - New York, NY
Robert B. Little, Gibson, Dunn & Crutcher LLP - Dallas, TX
10:45 am

15-Minute Break
11:00 am

1.00 hr

Shifting Sands or Quicksand? Negotiating Antitrust Risk in Today’s Climate

In a world of increasing antitrust enforcement risk and uncertainty, our speakers discuss the latest trends in negotiating risk allocation provisions between buyers and sellers. With regulators pursuing new theories of harm and aggressively seeking to block mergers, hear how antitrust risk tolerance has changed for both parties to a transaction and what tools they are deploying to address antitrust risk. Explore the proposed new HRS rules and the implications they will have for deal timelines and deal structures.

Moderator:
Jenny Hochenberg, Freshfields Bruckhaus Deringer LLP - New York, NY
Panelists:
Scott B. Crofton, Sullivan & Cromwell LLP - New York, NY
Meghan Rissmiller, Freshfields Bruckhaus Deringer LLP - New York, NY
Steven M. Tyndall, Morrison & Foerster LLP - Austin, TX
12:00 pm
Dallas Only

Break for Lunch (30 Minutes)
Thursday Afternoon, October 5, 2023
Presiding Officers:
TJ Hope, Stout - Dallas, TX
Andrew Lahey, Blake, Cassels & Graydon LLP (Canada) - Toronto, ON
Philip Theodore, McGriff Transactional Risk Insurance Practice - Atlanta, GA
LUNCHEON PRESENTATIONS
Signature Ritz-Carlton Lunch

Included in registration. Please proceed to luncheon presentation.

Thank You to Our Luncheon Sponsor
12:30 pm

0.50 hr ethics

Texas Business Courts: The Dawn of a New Era

With the aim of expediting proceedings and delivering more informed outcomes, the State of Texas has recently enacted legislation that provides for the creation of “Business Courts” with judges to be appointed by the Governor. For actions commenced on or after September 1, 2024, these Business Courts may handle a range of business disputes, including M&A and other large contract disputes, fiduciary duty claims, and other entity governance issues. Understand the opportunities and challenges occasioned by this new Texas judicial frontier.

Byron F. Egan, Jackson Walker LLP - Dallas, TX
Jason Villalba, Frost Brown Todd LLP - Dallas, TX
1:00 pm

0.50 hr ethics

Practical Uses of AI in M&A: Large Language Models to Create New Realities

What if you could review thousands of contracts, determine the potential risk of anti-assignment clauses, and have a first draft of a memo in under 15 minutes? Over the past year, the legal profession has seen incredible advances in the use of artificial intelligence that are making these possibilities a reality. Large Language Models, such as those fueling ChatGPT, have introduced incredible transformational potential for M&A work. Learn more about what is possible, including ethical considerations, in this new reality.

Kenton S. Brice, University of Oklahoma College of Law - Norman, OK
1:30 pm

15-Minute Break
1:45 pm

1.00 hr

Distressed M&A - Current State of the Art

The panelists review, by topic and by actual transactions, the current issues facing buyers and sellers of businesses in various degrees and types of distress.

Moderator:
Jeff Jones, Stephens Inc. - Dallas, TX
Panelists:
Chad E. Coben, FTI Consulting - Dallas, TX
Samantha Hale Crispin, Baker Botts L.L.P. - Dallas, TX
Ian T. Peck, Haynes Boone, LLP - Dallas, TX
2:45 pm

1.00 hr

Stepping Into the Void: Current Energy Dealmaking Considerations

In the wake of the exodus of certain institutional investors and traditional lenders from the oil and gas sector—due to ESG and other regulatory and political headwinds—newer sources of capital, including family offices, see this as an opportunity to take advantage of perceived outsized returns. Often, however, the goals and dynamics of these new capital sources conflict with those of traditional energy investors and management. Hear how to navigate these issues and other considerations, regardless of on which side of the negotiation table you sit.

Moderator:
J. Holt Foster III, Sidley Austin LLP - Dallas, TX
Panelists:
Doug Fordyce, Lazard - Houston, TX
Jessica W. Hammons, Akin Gump Strauss Hauer & Feld LLP - Dallas, TX
David Levinson, Pearl Energy Investments - Dallas, TX
Rodney L. Moore, Winston & Strawn LLP - Dallas, TX
3:45 pm
Dallas Only

12th Annual Byron Egan Whiskey Tasting & Coffee Break

Join us for a tasting of Byron Egan's favorite Irish and Scotch whiskeys.

Thank You to Our Whiskey Tasting Sponsor
4:15 pm

1.25 hrs

Illustrative Negotiation of Controversial M&A Deal Terms

With their signature mastery of mock negotiation, the panelists illustrate the give-and-take of a contentious negotiation between the parties’ outside counsel regarding some of today's most controversial provisions in a strategic acquisition of a privately held target company.

Richard E. Climan, Hogan Lovells US LLP - Silicon Valley, CA
Joel I. Greenberg, Arnold & Porter Kaye Scholer LLP - New York, NY
5:30 pm

Adjourn
Dallas Only

Cocktail Reception (in Dallas from 5:30 p.m. – 6:30 p.m.)

Join us for adult beverages and hors d'oeuvres with Institute faculty and attendees.

Thank You to Our Cocktail Reception Sponsor
Thank You to Our Additional Magnate and Tycoon Sponsors

Speakers’ Dinner Sponsor

Wireless Sponsor

Lanyard Sponsor

Webcast Underwriter

Hand Sanitizer Sponsor

Tote Bag Sponsor

Hotel Key Card Sponsor

Charging Station Sponsor

Time

Credit

Subject

Speaker
Friday Morning, October 6, 2023
Presiding Officer:
Chin Yu, Calvetti Ferguson - Dallas, TX
8:00 am
Dallas Only

Continental Breakfast and Conference Room Opens

Thank You to Our Friday Breakfast Sponsor

Thank You to Our Friday Beverage Bar Sponsor
8:30 am

1.00 hr

Getting the Piper Paid: Successfully Navigating the RWI Claims Process

In addition to an update on the current terms of RWI policies, this panel focuses on the claims process with war-story driven insights of experienced counsel to answer the burning RWI question: are legitimate claims getting timely paid?

Moderator:
David Rex, Prophet Equity - Southlake, TX
Panelists:
Abby Davis, Skadden, Arps, Slate, Meagher & Flom LLP - New York, NY
S. Drew Levin, Latham & Watkins LLP - Los Angeles, CA
William M. Monat, Mosaic Insurance - Chicago, IL
Andrew Zimmerman, WTW - New York, NY
9:30 am

1.00 hr ethics

Deal Ethics

A discussion on a number of ethical issues that come up in an M&A practice, including whether the same firm can represent two bidders for the same target, other conflicts of interest, the no-contact rule, managing the lawyer’s duty for truthfulness and protecting the client’s privilege.

David I. Albin, Finn Dixon & Herling LLP - Stamford, CT
Nathaniel L. Doliner, Carlton Fields - Tampa, FL
Robert R. Kibby, Munsch Hardt Kopf & Harr, P.C. - Dallas, TX
10:30 am

1.00 hr

Pop Quiz with Glenn West

Do you know enough transactional law to draft transactional documents effectively? Glenn West quizzes you to find out.

David I. Albin, Finn Dixon & Herling LLP - Stamford, CT
Glenn D. West, Weil, Gotshal & Manges LLP - Dallas, TX
11:30 am

Adjourn

Day 1 October 5, 2023
Day 2 October 6, 2023

Download Schedule

Conference Faculty

David I. Albin

Finn Dixon & Herling LLP
Stamford, CT

Kenton S. Brice

University of Oklahoma College of Law
Norman, OK

Wilson Chu

McDermott Will & Emery LLP
Dallas, TX

Richard E. Climan

Hogan Lovells US LLP
Silicon Valley, CA

Chad E. Coben

FTI Consulting
Dallas, TX

Samantha Hale Crispin

Baker Botts L.L.P.
Dallas, TX

Scott B. Crofton

Sullivan & Cromwell LLP
New York, NY

Abby Davis

Skadden, Arps, Slate, Meagher & Flom LLP
New York, NY

Nathaniel L. Doliner

Carlton Fields
Tampa, FL

Byron F. Egan

Jackson Walker LLP
Dallas, TX

Elissa Etheridge

Aon
New York, NY

Doug Fordyce

Lazard
Houston, TX

J. Holt Foster III

Sidley Austin LLP
Dallas, TX

Larry E. Glasgow

Jackson Walker LLP
Dallas, TX

Diego E. Gomez-Cornejo

McDermott Will & Emery LLP
Dallas, TX

Joel I. Greenberg

Arnold & Porter Kaye Scholer LLP
New York, NY

Jessica W. Hammons

Akin Gump Strauss Hauer & Feld LLP
Dallas, TX

Deirdre Harding

TPG Capital
San Francisco, CA

Jenny Hochenberg

Freshfields Bruckhaus Deringer LLP
New York, NY

Johnjerica Hodge

Katten Muchin Rosenman LLP
Washington, DC

Jeff Jones

Stephens Inc.
Dallas, TX

David A. Katz

Wachtell, Lipton, Rosen & Katz
New York, NY

Robert R. Kibby

Munsch Hardt Kopf & Harr, P.C.
Dallas, TX

Chauncey Lane

Holland & Knight LLP
Dallas, TX

S. Drew Levin

Latham & Watkins LLP
Los Angeles, CA

David Levinson

Pearl Energy Investments
Dallas, TX

Robert B. Little

Gibson, Dunn & Crutcher LLP
Dallas, TX

William M. Monat

Mosaic Insurance
Chicago, IL

Rodney L. Moore

Winston & Strawn LLP
Dallas, TX

Ian T. Peck

Haynes Boone, LLP
Dallas, TX

David Rex

Prophet Equity
Southlake, TX

Meghan Rissmiller

Freshfields Bruckhaus Deringer LLP
New York, NY

Brittany A. Sakowitz

Kirkland & Ellis LLP
Houston, TX

Brandon Satterwhite

AT&T
Dallas, TX

Steven M. Tyndall

Morrison & Foerster LLP
Austin, TX

Jason Villalba

Frost Brown Todd LLP
Dallas, TX

Glenn D. West

Weil, Gotshal & Manges LLP
Dallas, TX

Andrew Zimmerman

WTW
New York, NY

Planning Committee

Wilson Chu—Co-Chair

McDermott Will & Emery LLP
Dallas, TX

Larry E. Glasgow—Co-Chair

Jackson Walker LLP
Dallas, TX

Joanna Jefferson—Director

The University of Texas School of Law
Austin, TX

Samantha Hale Crispin

Baker Botts L.L.P.
Dallas, TX

Byron F. Egan

Jackson Walker LLP
Dallas, TX

J. Holt Foster III

Sidley Austin LLP
Dallas, TX

Kirsten Jensen

McKesson Corporation
Dallas, TX

Jeff Jones

Stephens Inc.
Dallas, TX

Robert R. Kibby

Munsch Hardt Kopf & Harr, P.C.
Dallas, TX

Robert B. Little

Gibson, Dunn & Crutcher LLP
Dallas, TX

David Rex

Prophet Equity
Southlake, TX

Brittany A. Sakowitz

Kirkland & Ellis LLP
Houston, TX

Brandon Satterwhite

AT&T
Dallas, TX

MCLE Credit

Texas – 10.25 hrs | 2.00 hrs Ethics

You may claim your credit online in Your Briefcase, and UT Law CLE will report credit on your behalf to the State Bar of Texas. A Certificate of Attendance will be provided in Your Briefcase for your records. The system reports Texas CLE credit every Tuesday. If you are claiming credit in the last week of your birth month, self-report your CLE credit directly to the State Bar of Texas at texasbar.com, using the course number provided on your certificate of attendance.

California – 10.25 hrs | 2.00 hrs Ethics

You must claim your credit online in Your Briefcase, and will then be provided a Certificate of Attendance for your records. UT Law CLE is required to provide the State Bar with electronic attendance records for any MCLE participatory activity within 60 days of completion of the activity. The California licensee is responsible for reporting their compliance/credit hours earned to the State Bar at the end of their reporting period directly to the State Bar of California at calbar.ca.gov. UT Law CLE will maintain Attendance Records for four years.

New Jersey – Available Via Reciprocity – 12.50 hrs | 2.50 hrs Ethics

As The University of Texas School of Law is a State Bar of Texas approved MCLE provider (Sponsor #13), our courses are presumptively approved for MCLE credit based on a 50-minute credit hour, and in accordance with the Regulations of the Supreme Court of New Jersey Board on Continuing Legal Education. More information and details can be found in the Board of Continuing Legal Education Regulations (PDF).

At the conclusion of the conference you will need to claim and certify your credit online, in your UTCLE "Briefcase", you will then be provided a certificate of attendance . Self-report your CLE credit directly to the Supreme Court of New Jersey Board on Continuing Legal Education. UT Law CLE will maintain Attendance Records for four years.

New York – Available Via Reciprocity – 12.50 hrs | 2.50 hrs Ethics

As The University of Texas School of Law is a Oklahoma Bar Association presumptively approved MCLE provider (#169), and Oklahoma is a New York Approved Jurisdiction on List A, our courses are approved for MCLE credit based on a 50-minute credit hour, and in accordance with the Program Rules and the Regulations and Guidelines of the New York State Continuing Legal Education Board. More information and details can be found at Section 6 of the Regulations and Guidelines (PDF).

You must claim and certify your credit online in your UTCLE "Briefcase", and will then be provided a Certificate of Attendance for your records. Self-report your CLE credit directly to the New York State Bar Association. UT Law CLE will maintain Attendance Records for four years.

Ohio – 10.25 hrs | 2.00 hrs Ethics

You must claim and certify your credit online in Your Briefcase, you will then be provided a Certificate of Attendance for your records. UT Law CLE will report credit on your behalf to The Supreme Court of Ohio within 30 days after the conference.

Oklahoma – 12.50 hrs | 2.50 hrs Ethics

You must claim and certify your credit online in Your Briefcase, then you will then be provided a Certificate of Attendance for your records. UT Law CLE will report credit on your behalf to the Oklahoma Bar Association within 30 days after the conference.

Pennsylvania – 10.00 hrs | 2.00 hrs Ethics

UT Law CLE is an approved provider of Pennsylvania credit, sponsor #236. You must claim your credit online in Your Briefcase, and will then be provided a Certificate of Attendance for your records. Attorney attendance will be reported to Pennsylvania within 2 weeks after credit is claimed and submit. Attorneys are not able to report this credit on their own, and UT Law CLE pays all associated fees for the credit hours. Contact us at accreditation@utcle.org if you have additional questions.

Other States – 10.25 hrs | 2.00 hrs Ethics

Note on Self-Reporting Your Credits in Another State

If you wish to satisfy MCLE or other professional education requirements in another state for a program offered by the University of Texas School of Law, please check with the state bar or other licensing authority in that state to ensure it will qualify for self-reporting your credits.

You must claim and certify your credit online in Your Briefcase, you will then be provided a Certificate of Attendance for your records and to provided to other licensing authorities as needed.

MCLE credit is presented based on a 60-minute credit hour.

Other Credit

TX Accounting CPE – 12.50 hrs

The University of Texas School of Law (Provider #250) live conferences are presumptively approved by The Texas State Board of Public Accountancy for Texas Accounting CPE credit based on a 50-minute credit hour. Approved for general CPE credit only.

At the conference, you are welcome to sign in on the Accounting CPE Record of Attendance form at the registration desk, but we are now reporting all credit online. You will receive a Texas Accounting Certificate of Completion in Your Briefcase. Self-report your CPE credit directly to TSBPA. UT Law CLE will maintain Attendance Records for four years.

Contact us at accreditation@utcle.org if you have additional questions.

MCLE Credit

Texas – 10.25 hrs | 2.00 hrs Ethics

You may claim your credit online in Your Briefcase, and UT Law CLE will report credit on your behalf to the State Bar of Texas. A Certificate of Completion will be emailed to you upon claiming credit. The system reports Texas CLE credit every Tuesday. If you are claiming credit in the last week of your birth month, self-report your CLE credit directly to the State Bar of Texas at texasbar.com, using the course number provided on your certificate of attendance.

California – 10.25 hrs | 2.00 hrs Ethics

To claim California MCLE credit, California credit option must be selected PRIOR to viewing the live webcast. This accreditation requires attendance verification. UT Law CLE monitors and records attendee responses to questions that randomly appear during the live webcast presentation. Verification pop-ups will NOT display when the webcast video player is in "full screen" mode. Furthermore, the notification sound effect alerting pop-ups, will NOT play on mobile devices. We recommend viewing from a computer, as opposed to a mobile device, should MCLE credit, other than Texas, be needed. The response record is detailed on the Certificate of Completion.

You must claim your credit online in Your Briefcase, and will then be provided a Certificate of Attendance for your records. UT Law CLE is required to provide the State Bar with electronic attendance records for any MCLE participatory activity within 60 days of completion of the activity. The California licensee is responsible for reporting their compliance/credit hours earned to the State Bar at the end of their reporting period directly to the State Bar of California at calbar.ca.gov. UT Law CLE will maintain Attendance Records for four years.

MCLE credit is presented based on a 60-minute credit hour.

New Jersey – Available Via Reciprocity – 12.50 hrs | 2.50 hrs Ethics

To claim New Jersey MCLE credit, New Jersey credit option must be selected PRIOR to viewing the live webcast. This accreditation requires attendance verification. UT Law CLE monitors and records attendee responses to questions that randomly appear during the live webcast presentation. Verification pop-ups will NOT display when the webcast video player is in "full screen" mode. Furthermore, the notification sound effect alerting pop-ups, will NOT play on mobile devices. We recommend viewing from a computer, as opposed to a mobile device, should MCLE credit, other than Texas, be needed. The response record is detailed on the Certificate of Completion.

Upon claiming credit, a Certificate of Completion will be emailed to you. At the conclusion of the conference you will need to claim and certify your credit online, in your UTCLE "Briefcase". Self-report your CLE credit directly to the Supreme Court of New Jersey Board on Continuing Legal Education. UT Law CLE will maintain Attendance Records for four years. Self-report your credit directly to the Supreme Court of New Jersey Board on CLE .

As The University of Texas School of Law is a State Bar of Texas approved MCLE provider (Sponsor #13), our courses are presumptively approved for MCLE credit based on a 50-minute credit hour, and in accordance with the Regulations of the Supreme Court of New Jersey Board on Continuing Legal Education. More information and details can be found in the Board of Continuing Legal Education Regulations (PDF).

New Jersey MCLE credit is based on a 50-minute credit hour. This accreditation requires attendance verification. In compliance with the rules, UT Law CLE monitors and records attendee responses to questions that randomly appear during the live webcast presentation. The response record is detailed on the Certificate of Completion.

New York – Available Via Reciprocity – 12.50 hrs | 2.50 hrs Ethics

To claim New York MCLE credit, New York credit option must be selected PRIOR to viewing the live webcast. This accreditation requires attendance verification. UT Law CLE monitors and records attendee responses to questions that randomly appear during the live webcast presentation. Verification pop-ups will NOT display when the webcast video player is in "full screen" mode. Furthermore, the notification sound effect alerting pop-ups, will NOT play on mobile devices. We recommend viewing from a computer, as opposed to a mobile device, should MCLE credit, other than Texas, be needed. The response record is detailed on the Certificate of Completion.

As The University of Texas School of Law is a Oklahoma Bar Association presumptively approved MCLE provider (#169), and Oklahoma is a New York Approved Jurisdiction on List A, our courses are approved for MCLE credit based on a 50-minute credit hour, and in accordance with the Program Rules and the Regulations and Guidelines of the New York State Continuing Legal Education Board. More information and details can be found at Section 6 of the Regulations and Guidelines (PDF).

Upon claiming and certifying your credit, a Certificate of Completion will be emailed to you. Self-report your credit directly to the New York State CLE Board.

New York MCLE credit is based on a 50-minute credit hour. This accreditation requires attendance verification. In compliance with the rules, UT Law CLE monitors and records attendee responses to questions that randomly appear during the live webcast presentation. The response record is detailed on the Certificate of Completion.

Ohio – 10.25 hrs | 2.00 hrs Ethics

To claim Ohio MCLE credit, Ohio credit option must be selected PRIOR to viewing the live webcast. This accreditation requires attendance verification. UT Law CLE monitors and records attendee responses to questions that randomly appear during the live webcast presentation. Verification pop-ups will NOT display when the webcast video player is in "full screen" mode. Furthermore, the notification sound effect alerting pop-ups, will NOT play on mobile devices. We recommend viewing from a computer, as opposed to a mobile device, should MCLE credit, other than Texas, be needed. The response record is detailed on the Certificate of Completion.

You must claim and certify your credit online in Your Briefcase, you will then be provided a Certificate of Attendance for your records. UT Law CLE will report credit on your behalf to The Supreme Court of Ohio within 30 days after the conference.

MCLE credit is presented based on a 60-minute credit hour.

Oklahoma – 12.50 hrs | 2.50 hrs Ethics

To claim Oklahoma MCLE credit, Oklahoma credit option must be selected PRIOR to viewing the live webcast. This accreditation requires attendance verification. UT Law CLE monitors and records attendee responses to questions that randomly appear during the live webcast presentation. Verification pop-ups will NOT display when the webcast video player is in "full screen" mode. Furthermore, the notification sound effect alerting pop-ups, will NOT play on mobile devices. We recommend viewing from a computer, as opposed to a mobile device, should MCLE credit, other than Texas, be needed. The response record is detailed on the Certificate of Completion.

The University of Texas School of Law (Provider #169) live webcast presentations meet the requirements and are presumptively approved by the Oklahoma Bar Association for MCLE credit based on a 50-minute credit hour. Upon claiming credit, a Certificate of Completion will be emailed to you. UT Law CLE will report credit on your behalf to the Oklahoma Bar Association within 30 days after the webcast.

Pennsylvania – 10.25 hrs | 2.00 hrs Ethics

To claim Pennsylvania MCLE credit, Pennsylvania credit option must be selected PRIOR to viewing the live webcast. This accreditation requires attendance verification. UT Law CLE monitors and records attendee responses to questions that randomly appear during the live webcast presentation. Verification pop-ups will NOT display when the webcast video player is in "full screen" mode. Furthermore, the notification sound effect alerting pop-ups, will NOT play on mobile devices. We recommend viewing from a computer, as opposed to a mobile device, should MCLE credit, other than Texas, be needed. The response record is detailed on the Certificate of Completion.

UT Law CLE is an approved provider of Pennsylvania credit, sponsor #236. Attorney attendance will be reported to Pennsylvania within 2 weeks after credit is claimed and submitted. Attorneys are not able to report this credit on their own, and UT Law CLE pays all associated fees for the credit hours. Contact us at accreditation@utcle.org if you have additional questions.

MCLE credit is presented based on a 60-minute credit hour.

Other States – 10.25 hrs | 2.00 hrs Ethics

Note on Self-Reporting Your Credits in Another State

To claim Other States MCLE credit, Other States credit option must be selected PRIOR to viewing the live webcast. You must claim and certify your credit online in Your Briefcase, you will then be provided a Certificate of Attendance for your records and to provide to other licensing authorities as needed.

This accreditation requires attendance verification. UT Law CLE monitors and records attendee responses to questions that randomly appear during the live webcast presentation. The response record is detailed on the Certificate of Completion.

MCLE credit is presented based on a 60-minute credit hour.

Other Credit

TX Accounting CPE – 12.50 hrs

The University of Texas School of Law (Provider #250) live webcast presentations meet the requirements and are presumptively approved by the Texas State Board of Public Accountancy for Texas Accounting CPE credit based on a 50-minute credit hour. Approved for general CPE credit only.

This accreditation requires attendance verification. In compliance with the rules, UT Law CLE monitors and records attendee responses to questions that randomly appear during the live webcast presentation. The response record is detailed on the Certificate of Completion.

To claim Texas Accounting CPE credit, the Texas Accounting CPE credit option must be selected PRIOR to viewing the live webcast. Upon claiming credit, a Certificate of Completion will be emailed to you. Self-report your CPE credit directly to the Texas State Board of Public Accountancy.

Contact us at accreditation@utcle.org if you have additional questions.

Key Dates

Dallas – Oct 5-6, 2023 – The Ritz-Carlton

Conference Concluded

Live Webcast – Oct 5-6, 2023

Conference Concluded

Buy

Dallas
Live Webcast

Individual
Last day for $995.00 Regular pricing: Sep 20, 2023

$1,095.00 for registrations received after this time

In-House Counsel
Last day for $595.00 Regular pricing: Sep 20, 2023

$695.00 for registrations received after this time

Group (5 registrants minimum)
Last day for $895.00 Regular pricing: Sep 20, 2023

$995.00 for registrations received after this time

Group (10 registrants minimum)
Last day for $795.00 Regular pricing: Sep 20, 2023

$895.00 for registrations received after this time

Last day for cancellation (full refund): Sep 29, 2023

$100 processing fee applied after this date

Last day for cancellation: Oct 2, 2023

Individual
Last day for $995.00 Regular pricing: Sep 20, 2023

$1,095.00 for registrations received after this time

In-House Counsel
Last day for $595.00 Regular pricing: Sep 20, 2023

$695.00 for registrations received after this time

Group (5 registrants minimum)
Last day for $895.00 Regular pricing: Sep 20, 2023

$995.00 for registrations received after this time

Group (10 registrants minimum)
Last day for $795.00 Regular pricing: Sep 20, 2023

$895.00 for registrations received after this time

Last day for cancellation (full refund): Sep 29, 2023

$100 processing fee applied after this date

Last day for cancellation: Oct 2, 2023

Venue

The Ritz-Carlton

2121 McKinney Avenue
Dallas, TX
800.960.7082 (reservations)

Parking Information

Valet parking only: $15 daily, $60 overnight

Our Sponsors

Thank you to our sponsors! Click each logo below to learn more.

Sullivan & Cromwell LLP

Sullivan & Cromwell LLP provides the highest quality legal advice and representation to clients around the world. The results the firm achieves have set it apart for more than 140 years and have become a model for the modern practice of law. Today, S&C is a leader in each of its core practice areas and in each of its geographic markets.

Clients of the firm are nearly evenly divided between U.S. and non-U.S. entities. They include industrial and commercial companies; financial institutions; private funds; governments; educational, charitable and cultural institutions; and individuals, estates and trusts. S&C’s client base is exceptionally diverse, a result of the firm’s extraordinary capacity to tailor work to specific client needs.

S&C comprises more than 875 lawyers who serve clients around the world through a network of 13 offices, located in Asia, Australia, Europe and the United States. The Firm is headquartered in New York.
www.sullcrom.com
Latham & Watkins LLP

Latham & Watkins is an international law firm providing clients across the globe with exceptional legal services and innovative solutions to their most complex business issues and disputes. Clients turn to Latham for help with enterprise transforming transactions and to defend bet-the company-disputes as well as day-to-day guidance and preventative advice. Latham lawyers deliver market-leading service in more than 60 internationally recognized practices, regional and industry-focused teams, ranging from financial services to technology, oil and gas to retail. With more than 2,700 lawyers across a global platform spanning 14 countries, we are positioned in the world’s major financial, business, and regulatory centers to serve clients—wherever they may be. Affirming the firm culture and strong client relationships, Latham was included on The American Lawyer’s prestigious “A-List” for the 21^st consecutive year and honored as a 2023 Texas Powerhouse for guiding numerous high-value transactions and major litigation wins for clients in the state. www.lw.com
Jackson Walker

For more than 130 years, Jackson Walker has played a vital role in the growth and development of Texas business. Since our founding in 1887, our attorneys have represented some of the most influential companies in the state in key industries that shaped the course of Texas history, including railroads, the media, and oil and gas exploration. Today, we remain firmly rooted in Texas while serving clients around the globe. With almost 500 attorneys in our six offices, we serve clients around the world in a broad range of practices and industries. We have extensive experience representing publicly and privately held companies, private equity funds and hedge funds in mergers, acquisitions, dispositions, joint ventures and other strategic alliances. But we’re more than just deal lawyers. We also serve as outside general counsel to hundreds of companies, working closely with management to provide pragmatic solutions to legal problems as they arise. Whether it’s negotiating commercial contracts, improving corporate governance, or navigating securities regulations, clients look to us for guidance on the issues that affect their businesses every day. Our clients know they can count on us to deliver personalized service, legal experience, and added value. We invite you to learn more about Jackson Walker at jw.com.
www.jw.com
Aon

Aon's M&A and Transaction Solutions is a leading M&A advisor and innovator of solutions and services that help secure investments, maximize deal value and drive transaction success by solving wide-ranging issues facing dealmakers throughout the deal lifecycle. Solutions and services include transactional insurance instruments such as representations and warranties insurance and tax and litigation insurance; specialized due diligence, including people and human capital, insurance, cyber and intellectual property; working capital solutions; and digital, cyber, and intellectual property transaction advisory capabilities. Working across industries and covering more than 35 countries, Aon's highly experienced teams use proprietary industry data and insights drawn from the more than 4,000 global deals supported annually.
www.aon.com
Mourant

Mourant is a law firm-led, professional services business with over 60 years' experience in the financial services sector.

We advise on the laws of the British Virgin Islands, the Cayman Islands, Guernsey, Jersey and Luxembourg and provide specialist entity management, governance, regulatory and consulting services. We bridge the gap between legal advice and its implementation, taking an integrated approach to deliver the best results for our clients.

We are an international and globally-integrated firm with offices in the world's leading offshore finance centres, as well as London and Hong Kong. Our business is intrinsically linked to the global economy and the capital flows that support it. We serve the needs of our clients in all major time zones, facilitating responsible cross-border finance and investment, the pooling and protection of capital and the resolution of disputes.

Our clients include many of the world's leading financial institutions, international corporations, asset managers and institutional investors. We are routinely instructed to work alongside the world's pre-eminent legal, accounting and financial services firms.

We have an outstanding reputation for integrity and professional ethics, underpinned by a strong risk management culture.
www.mourant.com
Kirkland & Ellis LLP

Kirkland & Ellis is an international law firm with more than 2,700 attorneys representing clients in private equity, M&A and other complex corporate transactions, litigation and dispute resolution/arbitration, restructuring, and intellectual property matters. The Firm operates from 15 offices around the world: Beijing, Boston, Chicago, Dallas, Hong Kong, Houston, London, Los Angeles, Munich, New York, Palo Alto, Paris, San Francisco, Shanghai and Washington, D.C.
www.kirkland.com
WTW

At WTW (NASDAQ: WTW) we provide data-driven, insight-led solutions in the areas of people, risk and capital. Leveraging the global view and local expertise of our colleagues serving 140 countries and markets, we help you sharpen your strategy, enhance organizational resilience, motivate your workforce and maximize performance. Working shoulder to shoulder with you, we uncover opportunities for sustainable success – and provide perspective that moves you.
www.wtwco.com
Haynes and Boone, LLP

Haynes and Boone, LLP, is an American Lawyer top 100 law firm, originally founded by business lawyers who wanted to help companies succeed and grow. Our M&A team plays an integral role in continuing to carry out this endeavor and understands more than ever how to get deals done in an increasingly global and complex marketplace.

Our M&A practice group is a powerful force in middle-market deals. Clients have turned to us to help close more than 500 transactions in the last five years, with an aggregate value exceeding $50 billion. We routinely represent private equity funds, public companies, closely held companies, founders and family businesses. Last year our firm was ranked among the Top 5 most active M&A law firms in Texas in a leading industry ranking.

The firm’s recent recognition includes being ranked in Chambers USA, in 2023 for Corporate/M&A (Texas and Colorado) and in the Legal 500 U.S. M&A middle-market category for 2022. Also, the firm was recognized in the 2022 BTI Consulting Group’s “A-Team” report, which identified firms commended by in-house counsel for superior client service, and was ranked 14th in The American Lawyer’s 2023 Diversity Scorecard.
www.haynesboone.com
Blake, Cassels & Graydon LLP (Canada)

Blakes is a leading Canadian law firm with offices in Toronto, Calgary, Vancouver, Montréal, Ottawa, New York and London. For 165 years, the Firm has proudly served many of leading businesses and organizations across Canada and around the world. Throughout their history, Blakes has built a reputation as both a leader in the business community and in the legal profession.

With one of the largest and most active M&A practices in Canada, over the past 10 years Blakes has been the No. 1 Canadian law firm in global M&A deals by deal value. With unparalleled experience in public, private, cross-border and private equity transactions, the Firm is frequently retained by major domestic and international companies, financial institutions, private equity funds and leading international law firms to provide strategic counsel in M&A transactions.

For more information, visit www.blakes.com.
www.blakes.com
Mosaic Insurance

Mosaic Insurance is a next-generation, global specialty insurer that launched operations in February 2021. Coupling new Lloyd’s Syndicate 1609 and a wholly-owned syndicated capital management agency with underwriting hubs in Bermuda, London, New York, and Asia, Mosaic is uniquely positioned to offer capacity and custom service to clients in leading markets around the world.

Mosaic’s focus is complex specialty lines of business with strong growth trends—transactional liability (M&A), cybersecurity, political risk, political violence, financial institutions and professional liability insurance. Our underwriters’ expertise and discerning approach set us apart in these challenging niche markets, and we match our people with a pioneering insurtech platform to ensure an agile response and end-to-end efficiencies.

Mosaic leverages the legacy of the Lloyd's brand, along with the market’s strong ratings and global license network. Our financial-strength ratings include: A, Excellent Outlook (AM Best), AA-, Very Strong Outlook (Fitch Ratings), and A+, Strong Outlook (Standard & Poor’s).

Visit mosaicinsurance.com and follow us at @Mosaic1609.
www.mosaicinsurance.com
Stout

Stout is a global investment bank and advisory firm specializing in corporate finance, accounting and transaction advisory, valuation, financial disputes, claims, and investigations. We serve a range of clients, from public corporations to privately held companies in numerous industries. Our clients and their advisors rely on our premier expertise, deep industry knowledge, and unparalleled responsiveness on complex matters. Stout is recognized as the number one fairness opinion provider in the United States in 2022 by Refinitiv’s Global Mergers & Acquisitions Review.

www.stout.com
Calvetti Ferguson

Calvetti Ferguson offers comprehensive advisory services tailored for middle-market companies. This includes strategic M&A transaction support for the middle market engaged in mergers and acquisitions. With expertise in both buy-side and sell-side transactions, Calvetti Ferguson has a proven track record across various industries. Calvetti Ferguson provides fully integrated advisory, accounting, and tax services throughout the entire transaction process. By consolidating these services into one provider, we streamline the process, saving time, reducing complexity, and ultimately maximizing your return on investment. www.calvettiferguson.com
White & Case LLP
White & Case is a leading global law firm with lawyers in 45 offices across 31 countries. Among the first US-based law firms to establish a truly global presence, we provide counsel and representation in virtually every area of law that affects cross-border business. Our clients value both the breadth of our global network and the depth of our US, English and local law capabilities in each of our regions and rely on us for their complex cross-border transactions, as well as their representation in arbitration and litigation proceedings.

Click the following links to learn more:

White & Case M&A Explorer

Debt Explorer

CFIUS FIRRMA Tool

White & Case Latest M&A Report

www.whitecase.com
Hunton Andrews Kurth LLP

With over 900 lawyers in the United States, Asia, Europe and the Middle East, Hunton Andrews Kurth LLP serves clients across a broad range of complex transactional, litigation and regulatory matters. We are known for our strength in the energy, financial services, real estate, and retail and consumer products industries, as well as our considerable experience in more than 100 distinct areas of practice, including mergers and acquisitions. Our experienced M&A team has handled 1,000 transactions worth approximately $250 billion in the past five years. With proven experience managing transactions ranging from acquisitions of private equity-backed companies, to leading a $30 billion merger-of-equals to create the nation’s largest regulated utility, our team has the knowledge to handle all of your M&A needs.
www.huntonAK.com
Truist/McGriff M&A Solutions

Truist’s Corporate Trust and Escrow Services (“CTES”) team and McGriff’s Transactional Risk Insurance Practice (“TRIP”) collaborate to provide best-in-class solutions for your M&A challenges.

Truist’s Corporate Trust and Escrow Services
www.truist.com/ctes

Truist’s CTES team of skilled M&A specialists draw on a depth of domestic and international insight and expertise to provide a broad range of escrow services for M&A practitioners. We excel because we focus on solutions rather than silos in order to achieve your transaction goals quickly and seamlessly.

Although expertise is our principal differentiator, you will also get superior service in three important ways:

• A single point of contact
• Rapid response times
• Operational efficiencies

McGriff’s Transactional Risk Insurance Practice
www.mcgriff.com

Drawing on decades of combined experience as practicing M&A lawyers, McGriff’s TRIP insurance brokers have extensive experience placing representations and warranties, tax and contingent-liability insurance for clients in all industry verticals. Since 2021, McGriff’s TRIP has bound hundreds of policies with nearly all of the transactional insurance markets with a yearly average of over $1,000,000,000 in transactional insurance limit, and an average deal size of approximately $270,000,000. We regularly assist clients with transactions of all sizes, ranging from $6,000,000 to $6 billion dollars.
Baker Botts

Baker Botts is an international law firm whose lawyers practice throughout a network of offices around the globe. Based on our experience and knowledge of our clients' industries, we are recognized as a leading firm in the energy, technology and life sciences sectors. Since 1840, we have provided creative and effective legal solutions for our clients while demonstrating an unrelenting commitment to excellence. For more information, please visit bakerbotts.com.
www.bakerbotts.com
Cleary Gottlieb Steen & Hamilton LLP

Cleary Gottlieb is a global law firm with over 1,100 lawyers from more than 50 countries. We work across practices, industries, jurisdictions, and continents to provide clients with simple, actionable approaches to their most complex legal and business challenges. Clients know Cleary for our signature approach to serving their needs with a wide range of integrated capabilities in antitrust, bank regulatory, capital markets, corporate governance, enforcement, litigation, M&A, tax, and more.

We support every client relationship with intellectual agility, commercial acumen, and a human touch. We have a proven track record for serving with innovation. We are fluent in the many languages of local and global business. And we have achieved consistent success in multiple jurisdictions.

Global corporations, financial institutions, sovereign governments, local businesses, and individuals come to us for consistently practical and forward-looking advice.
www.clearygottlieb.com
Freshfields Bruckhaus Deringer LLP

Freshfields Bruckhaus Deringer LLP is a global elite law firm with a long-standing track record of successfully supporting the world’s leading national and multinational corporations, financial institutions and governments on groundbreaking and business-critical mandates. Our 2,800-plus lawyers and other legal professionals deliver results worldwide through our own offices and alongside leading local firms. Our commitment, local and multinational expertise, and business know-how means our clients rely on us when it matters most.

Freshfields is ranked by Chambers Global in Band 1 across the six areas of antitrust, corporate/M&A, litigation, international arbitration, tax, and public international law. For more information visit Freshfields.us.
www.freshfields.com
Gibson, Dunn & Crutcher LLP

Gibson, Dunn & Crutcher LLP is a leading international law firm. Consistently ranking among the world’s top law firms in industry surveys and major publications, Gibson Dunn is distinctively positioned in today’s global marketplace with more than 1,800 lawyers and 20 offices, including Abu Dhabi, Beijing, Brussels, Century City, Dallas, Denver, Dubai, Frankfurt, Hong Kong, Houston, London, Los Angeles, Munich, New York, Orange County, Palo Alto, Paris, San Francisco, Singapore, and Washington, D.C. For more information on Gibson Dunn, please visit our website.
www.gibsondunn.com
Hallett & Perrin, P.C.

Hallett & Perrin is a Dallas-based business law firm that is specifically positioned to serve business clients with multiple legal needs, and has enjoyed serving clients since1992. Our bench of nearly 40 purposefully selected attorneys excel at forming lasting relationships that are built upon exemplary service, proven expertise, and a level of efficiency and value that only experienced lawyers can achieve. Our firm provides clients with affordable access to the legal capabilities that most businesses will eventually need. From initial business formation and incorporation, to funding, to tax and liability claims, to issues involving the growth or eventual sale of a business, as well as litigating those situations that ultimately arise in disputes, we provide all the services needed within an agile, focused and service-oriented environment. As a valued Hallett & Perrin client, you can trust our attorneys to provide you with practical counsel that is focused squarely on your objectives and your best interests. If you want a firm that is committed to providing value, results, and service at every turn, we’re all in.
www.hallettperrin.com
Holland & Knight

Holland & Knight LLP is a global law firm with nearly 2,000 lawyers and other professionals in 34 offices around the world. The firm's lawyers provide full-service representation in business, litigation, real estate, healthcare and governmental law. With more than 350 attorneys in Holland & Knight's Mergers and Acquisitions Team around the globe, the firm represents businesses and investors in all aspects of domestic and cross-border sales, mergers, acquisitions, consolidations, joint ventures, combinations and corporate restructuring.
www.hklaw.com
Katten Muchin Rosenman LLP

Katten is a full-service law firm with approximately 700 attorneys in locations across the United States and in London and Shanghai. Clients seeking sophisticated, high-value legal services turn to Katten for counsel locally, nationally and internationally. The firm’s core areas of practice include mergers and acquisitions, corporate, financial markets and funds, insolvency and restructuring, intellectual property, litigation, real estate, structured finance and securitization, transactional tax planning, private credit and private wealth. Katten represents public and private companies in numerous industries, as well as a number of government and nonprofit organizations and individuals. For more information, visit katten.com.
www.katten.com
McCarthy Tétrault LLP (Canada)

McCarthy Tétrault LLP is a Canadian-based, national full-service law firm, with a leading reputation for providing top-tier legal services across jurisdictions and industries, delivering strategic and industry-focused advice and solutions for Canadian and international interests, including on some of the most complex and high-stakes domestic and cross-border transactions. The firm maintains a substantial presence in each of Canada’s major commercial centres, as well as in New York and London.
www.mccarthy.ca
McDermott Will & Emery LLP

McDermott Will & Emery partners with leaders around the world to fuel missions, knock down barriers and shape markets. Our team works seamlessly across practices, industries and more than 20 locations to deliver highly effective solutions that propel success. More than 1,200 lawyers strong, we bring our personal passion and legal prowess to bear in every matter for our clients and the people they serve. At McDermott, our mantra is #AlwaysBetter. It means that we wake up each morning thinking about how we can be that much better than the day before. This drive for constant improvement is in our DNA—and it pushes us, every day, to be a better partner for you.
www.mwe.com
McMillan LLP (Canada)

McMillan is a leading business law firm serving public, private and not-for-profit clients across key industries in Canada, the United States and internationally. With recognized expertise and acknowledged leadership in major business sectors, we provide solutions-oriented legal advice through our offices in Vancouver, Calgary, Toronto, Ottawa, Montréal and Hong Kong.

McMillan’s M&A team has extensive experience managing M&A transactions, small to large, public and private, for global conglomerates, foreign investors, strategic and financial buyers, private equity firms, entrepreneurs and other investors. Subject-matter experts in all required disciplines, including first-rate tax specialists and some of Canada’s leading competition law experts, are available to support the M&A team. In addition to maintaining high standards of excellence with respect to our legal work, we pride ourselves on our ability to remain focused on the business deal and work cooperatively with co-counsel and other advisors to bring transactions successfully to a close.
mcmillan.ca
Morrison & Foerster LLP

Morrison & Foerster is a leading full-service law firm, with a global network of 18 offices located in key technology and financial centers in the U.S., Asia, and Europe. We offer our clients a range of legal services, including a renowned M&A practice with more than 250 corporate/M&A lawyers based through the U.S., Europe and Asia. Though we advise clients operating in a broad range of sectors, our M&A practice is well-known for handling some of the most high-profile and sophisticated deals in the technology space. We advise on the full spectrum of M&A matters, with particularly deep experience on complex cross-border transactions. The depth and breadth of our practice reflects the dynamic nature of our clients, which include Fortune 500 companies, private equity sponsors, investment banks, and privately held companies.
www.mofo.com
Munsch Hardt Kopf & Harr, P.C.

Munsch Hardt Kopf & Harr, P.C., is a Texas-based, mid-sized commercial law firm with more than 150 attorneys in Dallas, Houston and Austin. From corporate transactions to dispute resolution, Munsch Hardt provides wide-ranging legal expertise to its clients, navigating each step with in-depth knowledge and responsive action. Munsch Hardt attorneys are known for having large law firm backgrounds and providing clients with a personal and focused approach.
www.munsch.com
Sidley Austin LLP

Sidley’s M&A group provides experience in the structuring, negotiation and financing of a broad range of domestic and cross-border M&A transactions, as well as in the design and implementation of structural defenses to unsolicited takeover proposals, including shareholder rights plans.

The group handles a broad variety of M&A transactions, including public company acquisitions, mergers, dispositions and separations (including spin-offs), tender offers, negotiated and unsolicited transactions, auctions, proxy solicitations, joint ventures, restructurings and various forms of related financings. The firm also provides advice on corporate governance, tax, employee benefits, antitrust, intellectual property, litigation, financing, bankruptcy and environmental matters relating to these transactions.

Our global presence and well-developed relationships with institutions, regulatory agencies and law firms throughout the world allow us to provide access to services and information unique in scope within the global legal community. We also devote a significant amount of time and resources to analyze the impact of regulatory developments and the compliance hurdles imposed by new legislation and related regulations in the Asia Pacific region, Europe and the U.S. This allows us to closely monitor legal developments and anticipate legislative and regulatory changes to help our clients operate at the forefront. Together with lawyers experienced in cross-border transactions in other groups, such as capital markets, finance, derivatives and tax, our team has significant multi- disciplinary experience in cross-border transactions.

The firm regularly represents prominent public and private corporations in various industries, as well as financial institutions, in their M&A assignments. In 2022, Sidley continued to rank among the top 10 firms in several league table categories.
www.sidley.com
Skadden, Arps, Slate, Meagher & Flom LLP

With approximately 1,700 attorneys in 21 offices on four continents, Skadden serves clients in every major financial center. Our strategically positioned U.S. and international locations allow us proximity to our clients and their operations and ensure a seamless and unified approach at all times. For more than 70 years, Skadden has provided legal services to the business, financial and governmental communities around the world in a wide range of high-profile transactions, regulatory matters, and litigation and controversy issues. Our clients range from a variety of small, entrepreneurial companies to a substantial number of the 500 largest U.S. corporations and many of the leading global companies. We have represented numerous governments, many of the largest banks — including virtually all of the leading investment banks — and major insurance and financial services companies. The firm has more than 50 practice areas and advises clients in matters involving, among others, mergers and acquisitions, litigation and arbitration, corporate finance, corporate restructuring, securities law, banking, project finance, energy, antitrust, tax and intellectual property.
www.skadden.com
SRS Acquiom LLC

SRS Acquiom has been a service provider to the private M&A market for the past 16 years and works regularly with VC/PE fund clients and their counsel in the specific roles of escrow agent, paying agent and shareholder representative for those transactions. In addition to our work in those roles, we have a robust thought leadership group who publishes M&A data studies, white papers and other materials that professional investors in private companies find useful.
www.srsacquiom.com
Stikeman Elliott LLP (Canada)

Stikeman Elliott’s Mergers & Acquisitions Group is perennially among the most active in Canada. It frequently ranks as a top firm in M&A, capital markets and corporate-commercial law by industry league tables and directories, and is widely regarded as a leader in business litigation. Its other areas of expertise include practice areas include securities, banking and finance, competition and foreign investment, tax, restructuring, energy, real estate, project development, intellectual property, employment and labour, and pensions. With offices in Montréal, Toronto, Ottawa, Calgary and Vancouver as well as in London, New York and Sydney, Stikeman Elliott delivers a high standard of legal advice to clients domestically and internationally.
www.stikeman.com
U.S. Bank Global Corporate Trust

U.S. Bank Global Corporate Trust is a leading provider of corporate trust services in the United States and Europe, serving private and public companies, government and tax-exempt entities, and financial institutions. We operate a network of more than 50 domestic offices and two international locations in London and Dublin. Our tenured teams provide expert guidance backed by financial strength and resources to help our clients achieve success.

Our team of experts has the resources and experience to deliver efficient escrow, investment and paying agent services supporting M&A transactions. We are focused on providing responsive service, ensuring that M&A escrow and paying agent matters close timely, accurately and securely. Whatever the size or needs of the deal and client, we offer sound financial support and the proven ability to execute under the most challenging circumstances.
www.usbank.com/corporatetrust
Vinson & Elkins LLP

Vinson & Elkins, founded in 1917, is recognized as a premier law firm with diversified practices serving clients around the globe. Clients such as public and private companies, private equity and other financial sponsors, boards of directors and special committees, and financial advisors ask us to execute their most complex and high-profile transactions. The breadth of our experience and quality of our client base and transactional practice have resulted in national rankings for our M&A practice by Chambers USA, Legal 500 and Law360, and regular rankings in the top 20 firms for U.S. M&A league tables. From 2016 to 2022, V&E handled more than 700 global M&A transactions worth more than $736 billion in total value.

Our lawyers provide strategic legal advice on our clients’ most challenging and complex transactional, regulatory and dispute resolution matters, including mergers, acquisitions, joint ventures, project developments, financings, arbitrations, lawsuits, environmental matters, tax cases, intellectual property matters, restructurings/reorganizations and regulatory proceedings. Built on a strong culture of collaboration, we offer an integrated team of nearly 700 skilled lawyers in 11 global locations in North America, Europe, Asia and the Middle East.
www.velaw.com
Weil, Gotshal & Manges LLP

Founded in 1931, Weil has provided legal services to the largest public companies, private equity firms and financial institutions for more than 90 years. Widely recognized by those covering the legal profession, Weil’s lawyers regularly advise clients globally on their most complex Litigation, Corporate, Restructuring, and Tax and Benefits matters. Weil has been a pioneer in establishing a geographic footprint that has allowed the Firm to partner with clients wherever they do business.
www.weil.com
Wilmington Trust, N.A.

At Wilmington Trust, we look at every deal as a unique opportunity. We employ a solution-driven strategy that coupled with our flexibility and responsiveness helps foster a smooth execution of each M&A project.

We are committed to the M&A business as evidenced through our investment in technology and development and implementation of WT FASTTRACK – a web portal that automates the submission of shareholder information. Our job is to make the escrow/paying agent process as easy and efficient as possible; that’s why our relationship managers are specialized in M&A and are empowered to move your deal along.

Contact us to see how we can make a difference in your transaction. Visit http://www.wilmingtontrust.com to learn more.
www.wilmingtontrust.com
Winston & Strawn LLP

Winston & Strawn LLP is a global law firm with 900+ attorneys across 16 offices in Brussels, Charlotte, Chicago, Dallas, Hong Kong, Houston, London, Los Angeles, Miami, New York, Paris, San Francisco, São Paulo, Shanghai, Silicon Valley, and Washington, D.C. Additionally, the firm has significant resources devoted to clients and matters in Africa, the Middle East, and Latin America. The exceptional depth and geographic reach of our resources enable the firm to manage virtually every type of business-related legal issue. We serve the needs of enterprises of all types and sizes, in both the private and the public sectors. We understand that clients are looking for value beyond legal talent. We take time to learn about our clients’ organizations and their business objectives. And we leverage technology and collaborate seamlessly to respond quickly and effectively to our clients’ needs.
www.winston.com

19th Annual

Mergers and Acquisitions Institute

America's Preeminent Private M&A Conference

Dallas Oct 5-6, 2023 The Ritz-Carlton Conference Concluded

Live Webcast Oct 5-6, 2023 Conference Concluded

Buy

Related products: eConference Materials

Overview

Event Schedule

Thursday Morning, October 5, 2023

Thursday Afternoon, October 5, 2023

Friday Morning, October 6, 2023

Conference Faculty

David I. Albin

Kenton S. Brice

Wilson Chu

Richard E. Climan

Chad E. Coben

Samantha Hale Crispin

Scott B. Crofton

Abby Davis

Nathaniel L. Doliner

Byron F. Egan

Elissa Etheridge

Doug Fordyce

J. Holt Foster III

Larry E. Glasgow

Diego E. Gomez-Cornejo

Joel I. Greenberg

Jessica W. Hammons

Deirdre Harding

Jenny Hochenberg

Johnjerica Hodge

Jeff Jones

David A. Katz

Robert R. Kibby

Chauncey Lane

S. Drew Levin

David Levinson

Robert B. Little

William M. Monat

Rodney L. Moore

Ian T. Peck

David Rex

Meghan Rissmiller

Brittany A. Sakowitz

Brandon Satterwhite

Steven M. Tyndall

Jason Villalba

Glenn D. West

Andrew Zimmerman

Planning Committee

Wilson Chu—Co-Chair

Larry E. Glasgow—Co-Chair

Joanna Jefferson—Director

Samantha Hale Crispin

Byron F. Egan

J. Holt Foster III

Kirsten Jensen

Jeff Jones

Robert R. Kibby

Robert B. Little

David Rex

Brittany A. Sakowitz

Brandon Satterwhite

Credit Info

MCLE Credit

Other Credit

MCLE Credit

Other Credit

Key Dates

Venue

The Ritz-Carlton

Parking Information

Our Sponsors

Stay in the loop with UT Law CLE

19^th Annual

Dallas Oct 5-6, 2023 The Ritz-Carlton
Conference Concluded

Live Webcast Oct 5-6, 2023
Conference Concluded