The 19th Annual Southeastern M&A/Private Equity Forum

Thursday, October 5 • 10:00 a.m. – 5:00 p.m. ET

Andrea Farley is continuing her role as co-chair of the conference and will be joined by Jeremy Levy to participate on the following panel’s at this year’s conference:

9:10am – 10:25am
Panel: Promise & Possibility: The State of the M&A Market

Amid the gradual decline of M&A activity from its 2021 frenetic pace, early returns for 2023 imply muted but no less lucrative possibilities for impactful middle market transactions. For all the concern over macroeconomic uncertainty and geopolitical tumult, robust private equity dry powder and renewed interest in key sectors such as automobiles, manufacturing, and technology augur a selective and more strategic path forward for savvy deals professionals. This opening conversation explores the shifting realities of the US middle market amid protracted change. How content are corporate development and deals professionals to wait out the economic downtown? What regulatory developments bear scrutiny under the newly installed 118th United States Congress? Will an elevated risk environment yield more creative and complex provisions or earnouts? Please join us as a distinguished panel of deals professionals addresses these and other key topics.

Moderator:
Patrick Shea, Partner, McCarthy Tétrault LLP

Panelists:
Andrea Farley, Partner, Troutman Pepper Hamilton Sanders LLP
David French, M&A Reporter, Energy & Financial Services, Reuters
Michael Lonergan, Managing Partner, Georgia Oak Partners
Aartie Manansingh, Head of Transactional Insurance Solutions Transaction Risk Advisory & Solutions, Willis Towers Watson

Thursday Oct 5
3:00 pm – 4:00pm
Panel: At Lightning Speed: Exploring AI’s Expansion into Dealmaking

Artificial Intelligence’s (AI) growing influence is pervasive in almost every sector of the market. Its rise within dealmaking only further demonstrates its impressive reach. But where exactly is AI making waves within the deals space, and how far, wide and fast is its reach expected to grow? Our panel of dealmakers will share their thoughts on AI from their unique perspectives in the middle market as well as well as their predictions about what AI holds for the future of dealmaking as a whole.

Moderator:
Jeremy Levy, Partner, Troutman Pepper

Panelists:
Jeff Goodman, Managing Director, Greenwich Capital Group
Roy Locke, Senior Vice President, Client Advisor, Marsh LLC