20^th Annual

Mergers and Acquisitions Institute

America's Preeminent Private M&A Conference

Dallas Oct 10-11, 2024 The Ritz-Carlton
Conference Concluded

Live Webcast Oct 10-11, 2024
Conference Concluded

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Related products: eConference Materials

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

INSTITUTE TYCOONS
Blake, Cassels & Graydon LLP (Canada)
Haynes and Boone, LLP
Mosaic Insurance
WTW
Stout
Calvetti Ferguson
Hunton Andrews Kurth LLP
McGriff Insurance Services
SRS Acquiom LLC

INSTITUTE WILDCATTERS
AlixPartners
Baker Botts L.L.P.
Bracewell LLP
Cleary Gottlieb Steen & Hamilton LLP
Freshfields Bruckhaus Deringer LLP
FTI Consulting
Gibson, Dunn & Crutcher LLP
Holland & Knight
Katten Muchin Rosenman LLP
Litera
McCarthy Tétrault LLP (Canada)
McDermott Will & Emery LLP
Morrison & Foerster LLP
Munsch Hardt Kopf & Harr, P.C.
Sidley Austin LLP
Skadden, Arps, Slate, Meagher & Flom LLP
Stikeman Elliott LLP (Canada)
Vinson & Elkins LLP
Weil, Gotshal & Manges LLP
White & Case LLP
Willkie Farr & Gallagher LLP
Winston & Strawn LLP

SUPPORTING ORGANIZATION
ABA Business Law Section Mergers and Acquisitions Committee

MEDIA SPONSOR
The Texas Lawbook

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!

Event Schedule

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

Day 1 October 10, 2024
Day 2 October 11, 2024

Time

Credit

Subject

Speaker
Thursday Morning, Oct. 10, 2024
Presiding Officers:
Kelsey Baldwin, Texas Municipal Retirement System - Austin, TX
John Leopold, Stikeman Elliott LLP - Montréal, QC
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

Hot Topics in Private Equity M&A

The latest trends and strategies shaping the dynamic world of private equity M&A from pros in the know, who will share insights on navigating the latest in complex deal structures, maximizing value, and staying ahead of the curve in PE’s rapidly evolving market.

Moderator:
Rita-Anne O'Neill, Sullivan & Cromwell LLP - Los Angeles, CA
Panelists:
Mario Perez Dolan, Jackson Walker LLP - Dallas, TX
Rachel Masory, Golden Gate Capital - San Francisco, CA
Brittany A. Sakowitz, Kirkland & Ellis LLP - Houston, TX
Matthew B. Wiener, Aon - Houston, TX
9:45 am

1.00 hr

The Human’s Guide to Acquiring/Selling AI Companies: So What’s So Different?

With AI all the rage, what are the need-to-know insights for deal lawyers navigating the complex and evolving landscape surrounding AI technology, especially AI-generated content and AI-powered decision-making? Speaking human, this panel explores today’s and around-the-corner key issues in buying or selling an AI company.

Moderator:
Michael G. O'Bryan, Morrison & Foerster LLP - San Francisco, CA
Panelists:
Shawn C. Helms, McDermott Will & Emery LLP - Dallas, TX
Zac Padgett, Orrick, Herrington & Sutcliffe LLP - Austin, TX
Jenifer Smith, Latham & Watkins LLP - Austin, TX
10:45 am

15-Minute Break
11:00 am

1.00 hr

Modern Family: The Latest on Structuring and Negotiating Joint Ventures

Joint ventures are emerging as an increasingly popular strategy for companies, including financial sponsors, seeking to leverage complementary strengths, share risks, and access new markets. Our experts explore the insights and strategies needed to navigate the complexities in structuring, negotiating, and drafting JVs, including, practical pro-tips to achieve strategic objectives while mitigating risks so the parties can remain honeymooners for life.

Moderator:
Kimberly Spoerri, Cleary Gottlieb Steen & Hamilton LLP - New York, NY
Panelists:
Scott B. Crofton, Sullivan & Cromwell LLP - New York, NY
Robert R. Kibby, Munsch Hardt Kopf & Harr, P.C. - Dallas, TX
Robert B. Little, Gibson, Dunn & Crutcher LLP - Dallas, TX
12:00 pm

Break for Lunch (30 Minutes)
Thursday Afternoon, Oct. 10, 2024
Presiding Officer:
Matthew Cumming, McCarthy Tétrault LLP (Canada) - New York, NY
LUNCHEON PRESENTATION
Signature Ritz-Carlton Lunch

Included in registration. Please proceed to luncheon presentation.

Thank You to Our Luncheon Sponsor
12:30 pm

0.75 hr ethics

Texas Business Courts

Moderator:
Byron F. Egan, Jackson Walker LLP - Dallas, TX
Panelist:
Hon. William G. Whitehill, First Division Texas Business Court - Dallas, TX
1:15 pm

15-Minute Break
1:30 pm

1.00 hr ethics

Deal Ethics

In the high-stakes world of M&A, deal lawyers must balance the interests of their clients with the demands of professional conduct, navigating the maze that is confidentiality, conflicts of interest, and the ever-present temptation to push boundaries. Join us as we explore more real-world ethical challenges that can make or break a deal – all while keeping you from being the target of a disciplinary investigation.

David I. Albin, Finn Dixon & Herling LLP - Stamford, CT
Lindsey Reighard, McDermott Will & Emery - Dallas, TX
2:30 pm

1.00 hr

Special Situation Dealmaking: How to Catch a Falling Knife Without Hurting Yourself

For the distressed company, creative dealmaking can often provide a lifeline and a path to recovery - without the need for a formal bankruptcy process. For the opportunistic buyer, the chance to buy on the cheap is irresistible. Our panel explores the challenges and opportunities of catching a falling knife.

Moderator:
Jeff Jones, Stephens Inc. - Dallas, TX
Panelists:
Julie Cohen, Skadden, Arps, Slate, Meagher & Flom LLP - New York, NY
Andrew Masotta, Stout - Dallas, TX
Larry Shosid, Haynes Boone, LLP - Dallas, TX
Mark S. Solomon, Katten Muchin Rosenman LLP - Dallas, TX
3:30 pm
Dallas Only

13th 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
4:00 pm

1.25 hrs

Mock Negotiation of Earnouts and Contingent Consideration

In their thoughtfully entertaining style, Rick and Joel, with Jessica joining to stir the pot, will showcase strategies, tactics, and compromises that can make or break an earnout and other forms of contingent consideration.

Richard E. Climan, Hogan Lovells US LLP - Redwood City, CA
Joel I. Greenberg, Arnold & Porter - New York, NY
Jessica C. Pearlman, K&L Gates LLP - Seattle, WA
5:15 pm

Adjourn
Dallas Only

Cocktail Reception (in Dallas from 5:15 p.m. – 6:15 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

Wi-Fi Sponsor

Lanyard Sponsor

Webcast Underwriter

Hand Sanitizer Sponsor

Hotel Key Card Sponsor

Charging Station Sponsor

Tote Bag Sponsor

Time

Credit

Subject

Speaker
Friday Morning, Oct. 11, 2024
Presiding Officer:
William M. Monat, Mosaic Insurance - Chicago, IL
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

RWI Update and Negotiating an RWI Policy for Your Deal

RWI continues to be ubiquitous and ever evolving, with significant changes highlighted by decreasing rates, increased capacity, and new/hungrier underwriting approaches. In addition to an in-depth market trends update, this panel will drill down with the latest cutting edge thinking on how to effectively implement an RWI deal, including negotiating the RWI policy (what to look for and try to get best terms on) and resulting drafting considerations in the purchase agreement.

Moderator:
David Rex, Prophet Equity - Southlake, TX
Panelists:
William M. Monat, Mosaic Insurance - Chicago, IL
Henry Stark, Norton Rose Fulbright US LLP - Dallas, TX
Chad D. Striker, Greenberg Traurig, LLP - Chicago, IL
Andrew Zimmerman, WTW - New York, NY
9:30 am

1.00 hr

Essential Guide to Structuring and Negotiating Today’s Energy M&A Deals

Need direction on how to navigate the complex and ever-evolving energy landscape? This panel discusses the critical nuts-and-bolts for structuring and negotiating successful energy M&A deals in today's dynamic market. Our expert panel shares invaluable insights to help you stay ahead of the curve and capitalize on emerging opportunities.

Moderator:
J. Holt Foster III, Willkie Farr & Gallagher LLP - Dallas, TX
Panelists:
John M. Grand, Vinson & Elkins LLP - Dallas, TX
Jeremiah Mayfield, Holland & Knight LLP - Dallas, TX
Jeremy Pettit, Sidley Austin LLP - Dallas, TX
Jon Platt, Baker Botts L.L.P. - Dallas, TX
10:30 am

1.00 hr

Pop Quiz With Glenn West

Glenn West brings back the sweaty palms and racing hearts of our 1L PTSD as he quizzes if we know enough transactional law to effectively draft today’s transaction documents.

Glenn D. West, Weil, Gotshal & Manges LLP - Dallas, TX
11:30 am

Adjourn

Day 1 October 10, 2024
Day 2 October 11, 2024

Download Schedule

Conference Faculty

David I. Albin

Finn Dixon & Herling LLP
Stamford, CT

Wilson Chu

McDermott Will & Emery LLP
Dallas, TX

Richard E. Climan

Hogan Lovells US LLP
Redwood City, CA

Julie Cohen

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

Scott B. Crofton

Sullivan & Cromwell LLP
New York, NY

Mario Perez Dolan

Jackson Walker LLP
Dallas, TX

Byron F. Egan

Jackson Walker LLP
Dallas, TX

J. Holt Foster III

Willkie Farr & Gallagher LLP
Dallas, TX

Larry E. Glasgow

Jackson Walker LLP
Dallas, TX

John M. Grand

Vinson & Elkins LLP
Dallas, TX

Joel I. Greenberg

Arnold & Porter
New York, NY

Shawn C. Helms

McDermott Will & Emery LLP
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

Rachel Masory

Golden Gate Capital
San Francisco, CA

Andrew Masotta

Stout
Dallas, TX

Jeremiah Mayfield

Holland & Knight LLP
Dallas, TX

William M. Monat

Mosaic Insurance
Chicago, IL

Michael G. O'Bryan

Morrison & Foerster LLP
San Francisco, CA

Rita-Anne O'Neill

Sullivan & Cromwell LLP
Los Angeles, CA

Zac Padgett

Orrick, Herrington & Sutcliffe LLP
Austin, TX

Jessica C. Pearlman

K&L Gates LLP
Seattle, WA

Jeremy Pettit

Sidley Austin LLP
Dallas, TX

Jon Platt

Baker Botts L.L.P.
Dallas, TX

Lindsey Reighard

McDermott Will & Emery
Dallas, TX

David Rex

Prophet Equity
Southlake, TX

Brittany A. Sakowitz

Kirkland & Ellis LLP
Houston, TX

Larry Shosid

Haynes Boone, LLP
Dallas, TX

Jenifer Smith

Latham & Watkins LLP
Austin, TX

Mark S. Solomon

Katten Muchin Rosenman LLP
Dallas, TX

Kimberly Spoerri

Cleary Gottlieb Steen & Hamilton LLP
New York, NY

Henry Stark

Norton Rose Fulbright US LLP
Dallas, TX

Chad D. Striker

Greenberg Traurig, LLP
Chicago, IL

Glenn D. West

Weil, Gotshal & Manges LLP
Dallas, TX

Hon. William G. Whitehill

First Division Texas Business Court
Dallas, TX

Matthew B. Wiener

Aon
Houston, 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

Dawud Crooms

Atlantic Aviation
Dallas, TX

Byron F. Egan

Jackson Walker LLP
Dallas, TX

Kirsten Jensen

McKesson Corporation
The Woodlands, 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

Cookie F. Munson

SAM Holding Company, Inc. & Subsidiaries (SAM)
Austin, TX

David Rex

Prophet Equity
Southlake, TX

Brittany A. Sakowitz

Kirkland & Ellis LLP
Houston, TX

Brandon Satterwhite

AT&T
Dallas, TX

MCLE Credit

Texas – 10.00 hrs | 1.75 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 – 10.00 hrs | 1.75 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 – 12.00 hrs | 2.00 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 – 12.00 hrs | 2.00 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 – 10.00 hrs | 1.75 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 – 12.00 hrs | 2.00 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 | 1.50 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 – 10.00 hrs | 1.75 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 – 12.00 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 – 10.00 hrs | 1.75 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 – 10.00 hrs | 1.75 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 – 12.00 hrs | 2.00 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 – 12.00 hrs | 2.00 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 – 10.00 hrs | 1.75 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 – 12.00 hrs | 2.00 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 – 10.00 hrs | 1.50 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 – 10.00 hrs | 1.75 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 – 12.00 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 10-11, 2024 – The Ritz-Carlton

Conference Concluded

Live Webcast – Oct 10-11, 2024

Conference Concluded

Buy

Dallas
Live Webcast

Individual
Last day for $895.00 Early Bird pricing: Jun 21, 2024
Last day for $995.00 Regular pricing: Sep 25, 2024

$1,095.00 for registrations received after this time

In-House Counsel
Last day for $395.00 Early Bird pricing: Jun 21, 2024
Last day for $595.00 Regular pricing: Sep 25, 2024

$695.00 for registrations received after this time

Group (5 registrants minimum)
Last day for $795.00 Early Bird pricing: Jun 21, 2024
Last day for $895.00 Regular pricing: Sep 25, 2024

$995.00 for registrations received after this time

Group (10 registrants minimum)
Last day for $695.00 Early Bird pricing: Jun 21, 2024
Last day for $795.00 Regular pricing: Sep 25, 2024

$895.00 for registrations received after this time

Last day for cancellation (full refund): Oct 4, 2024

$50 processing fee applied after this date

Last day for cancellation: Oct 7, 2024

Individual
Last day for $395.00 Early Bird pricing: Jun 21, 2024
Last day for $595.00 Regular pricing: Sep 25, 2024

$695.00 for registrations received after this time

Group (5 registrants minimum)
Last day for $355.00 Early Bird pricing: Jun 21, 2024
Last day for $535.00 Regular pricing: Sep 25, 2024

$635.00 for registrations received after this time

Group (10 registrants minimum)
Last day for $275.00 Early Bird pricing: Jun 21, 2024
Last day for $475.00 Regular pricing: Sep 25, 2024

$575.00 for registrations received after this time

Last day for cancellation (full refund): Oct 4, 2024

$100 processing fee applied after this date

Last day for cancellation: Oct 7, 2024

Venue

The Ritz-Carlton

2121 McKinney Avenue
Dallas, TX
800.960.7082 (reservations)

Accommodations

A limited number of rooms are available at a rate of $489 per night plus a $30 destination fee. Please use this link to book your reservation. Special room rate is available until September 9, 2024, or until the room block is exhausted, whichever comes first.

Parking Information

Valet parking only: $15 daily, $60 overnight

Additional Information

The conference will take place in the Ritz-Carlton Ballroom.

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 900 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
Lincoln International

We are trusted investment banking advisors to business owners and senior executives of leading private equity firms and their portfolio companies and to public and privately held companies around the world. Our services include mergers and acquisitions advisory, private funds and capital markets advisory, and valuations and fairness opinions. As one tightly integrated team of more than 950 professionals in more than 20 offices in 15 countries, we offer an unobstructed perspective on the global private capital markets, backed by superb execution and a deep commitment to client success. With extensive industry knowledge and relationships, timely market intelligence and strategic insights, we forge deep, productive client relationships that endure for decades. Connect with us to learn more at www.lincolninternational.com www.lincolninternational.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
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 more than 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
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
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
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
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
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
Stout

Stout is a global 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.
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
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
McGriff Insurance Services

With more than a century of experience, McGriff provides highly customized insurance, risk management, and employee benefit solutions for organizations of all sizes. McGriff is the retail brokerage subsidiary of Truist Insurance Holdings, Inc., the sixth largest insurance broker in the U.S. and the seventh largest in the world. We see ourselves as strategic, consultative partners to our clients, providing them with the kind of best-in-class global services they expect from their most trusted advisors. To meet these expectations, McGriff has assembled a team of the very best and brightest professionals in the transactional insurance and executive risk industry and charged them with being creative problem solvers with a focus on responding to the specific needs of our clientele.
www.mcgriff.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
AlixPartners

AlixPartners is a results-driven global consulting firm that specializes in helping businesses respond quickly and decisively to their most critical challenges—from urgent performance improvement to complex restructuring, from risk mitigation to accelerated transformation. These are the moments when everything is on the line—a sudden shift in the market, an unexpected performance decline, a time-sensitive deal, a fork-in-the-road decision. We stand shoulder to shoulder with our clients until the job is done, and only measure our success in terms of the results we deliver. We partner with you to make the right decisions and take the right actions. And we are right by your side. When it really matters. www.alixpartners.com/what-we-do/mergers-acquisitions/
Baker Botts L.L.P.

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
Bracewell LLP

Bracewell LLP is a leading law firm that is known worldwide for its unique depth and experience in the energy, infrastructure, finance and technology sectors. To complement our sector-focused excellence, we boast an impressive and diversified array of market-leading substantive practices, including award-winning transactional, litigation, regulatory and government relations practices. This robust mix of sector and practice strengths has allowed us to be a firm of choice for many of the world’s largest and most successful corporate enterprises, financial institutions, private funds and governmental entities.

Our firm’s success is anchored by four authentic pillars of strength: a culture based on personal relationships, collaboration and a shared passion for the firm and its clients; our distinction as a destination firm for talent; blue-chip clients; and a reputation for excellence as a sector and large practice powerhouse.

bracewell.com bracewell.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
FTI Consulting

FTI Consulting’s integrated transaction communications offering supports clients in realizing deal success by delivering investor support and approval, mitigating political risk for regulatory clearance and setting clients up for integration success. The team taps into global multidisciplinary expertise across FTI Consulting’s leading capabilities in corporate reputation, investor relations, public affairs, people and transformation and digital strategy. This work is complemented by FTI Consulting’s broader M&A advisory services, including merger integration, business transformation and strategic advisory work for chief financial officers.

FTI’s Strategic Communications M&A team has advised on hundreds of transactions of all shapes and sizes, and consistently ranks among the top five global M&A communications firms. Our diversity of experience and perspective – with decades of combined experience working in M&A and industry, as well as in Washington – will enable us to help you anticipate challenges, secure support and realize a successful deal close. www.fticonsulting.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
Holland & Knight

Holland & Knight LLP is a global law firm with approximately 2,200 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 approximately 390 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 corporate, mergers and acquisitions, financial markets and funds, insolvency and restructuring, intellectual property, litigation, real estate, structured finance and securitization, transactional tax planning, health care, 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. To learn more, visit www.katten.com.
www.katten.com
Litera

Litera has been at the forefront of legal technology innovation for over 25 years, crafting legal software to amplify impact and maximize efficiency. Developed by the best legal minds in the industry, Litera’s comprehensive suite of integrated legal tools is both powerful and user-friendly and simplifies the way modern firms manage core legal workflows, secure collaboration, and organize firm knowledge and experience. Every day, Litera helps more than 2.3 million legal professionals focus on their craft. www.litera.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 and industries to deliver highly effective solutions that propel success. More than 1,400 lawyers strong, we bring our personal passion and legal prowess to bear in every matter for our clients and the people they serve.
www.mwe.com
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. Sidley continuously ranks among the top 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
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
Vinson & Elkins LLP

For over a century, Vinson & Elkins lawyers have provided innovative business solutions for clients whose needs are as diverse as the entities they represent. Our lawyers offer experienced legal counsel and top-tier service to sophisticated corporate clients in numerous industries. Vinson & Elkins is recognized as a national tier 1 law firm in 16 practice areas, with a total of 33 national rankings (2024 U.S. News – Best Lawyers® “Best Law Firms”). With offices located in financial centers, energy hubs, and political capitals across the globe, our lawyers provide strategic legal advice on our clients’ most challenging and complex transactional, regulatory, and dispute resolution matters, including mergers, acquisitions, joint ventures, investments, project developments, financings, arbitrations, lawsuits, environmental matters, tax cases, intellectual property matters, restructurings/reorganizations, and regulatory proceedings.
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, Executive Compensation & 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
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
Willkie Farr & Gallagher LLP

Willkie Farr & Gallagher LLP provides leading-edge legal solutions on complex, business critical issues spanning markets and industries. Our approximately 1,200 attorneys across 15 offices worldwide deliver innovative, pragmatic and sophisticated legal services across approximately 45 practice areas. Learn more at www.willkie.com.
www.willkie.com
Winston & Strawn LLP

Winston & Strawn LLP is a global law firm with 975+ attorneys across 15 offices in Brussels, Charlotte, Chicago, Dallas, 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
ABA Business Law Section Mergers and Acquisitions Committee

www.americanbar.org/groups/business_law/about/committees/mergers-and-acquisitions/
The Texas Lawbook

The Texas Lawbook is an online news publication covering the Texas corporate legal market. We have content partnerships with the Houston Chronicle and the Dallas Business Journal.
texaslawbook.net

20th Annual

Mergers and Acquisitions Institute

America's Preeminent Private M&A Conference

Dallas Oct 10-11, 2024 The Ritz-Carlton Conference Concluded

Live Webcast Oct 10-11, 2024 Conference Concluded

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Overview

Event Schedule

Thursday Morning, Oct. 10, 2024

Thursday Afternoon, Oct. 10, 2024

Friday Morning, Oct. 11, 2024

Conference Faculty

David I. Albin

Wilson Chu

Richard E. Climan

Julie Cohen

Scott B. Crofton

Mario Perez Dolan

Byron F. Egan

J. Holt Foster III

Larry E. Glasgow

John M. Grand

Joel I. Greenberg

Shawn C. Helms

Jeff Jones

Robert R. Kibby

Robert B. Little

Rachel Masory

Andrew Masotta

Jeremiah Mayfield

William M. Monat

Michael G. O'Bryan

Rita-Anne O'Neill

Zac Padgett

Jessica C. Pearlman

Jeremy Pettit

Jon Platt

Lindsey Reighard

David Rex

Brittany A. Sakowitz

Larry Shosid

Jenifer Smith

Mark S. Solomon

Kimberly Spoerri

Henry Stark

Chad D. Striker

Glenn D. West

Hon. William G. Whitehill

Matthew B. Wiener

Andrew Zimmerman

Planning Committee

Wilson Chu—Co-Chair

Larry E. Glasgow—Co-Chair

Joanna Jefferson—Director

Dawud Crooms

Byron F. Egan

Kirsten Jensen

Jeff Jones

Robert R. Kibby

Robert B. Little

Cookie F. Munson

David Rex

Brittany A. Sakowitz

Brandon Satterwhite

Credit Info

MCLE Credit

Other Credit

MCLE Credit

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Key Dates

Venue

The Ritz-Carlton

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20^th Annual

Dallas Oct 10-11, 2024 The Ritz-Carlton
Conference Concluded

Live Webcast Oct 10-11, 2024
Conference Concluded