M&A Leadership Forum: Outlook of M&A in 2021 – Accelerating Deal Flows - Argyle Executive Forum Events

Overview

With 2020 and the first quarter of 2021 behind them, mergers and acquisitions (M&A) professionals are optimistic about the future of deal-making. The impact Covid-19 has had on M&A continues to subside, and there are increased opportunities to close deals in this new year.

Although there is optimism and heightened activity, M&A still faces many obstacles including economic uncertainty, achieving favorable interest rates, buyer competition, and the availability of capital.

During continued times of uncertainty, acquisitions can help distressed companies pivot to grow revenue, and there is more willingness to make a deal.

Despite the pandemic, 2020 reported an overwhelming number of successful acquisitions including large mergers such as Slack and Salesforce at the end of the year. So, what does the rest of 2021 hold?

Join this interactive Argyle Digital M&A Leadership Forum, which will uncover:

  • Evaluating the enterprise software and cloud services buying landscape
  • Top sectors for deal-making including automotive, healthcare, and technology
  • Expanding digital capabilities and creating new business opportunities
  • Addressing challenges for deal flow and the quality of acquisition targets
Join Us at This Event

Speakers

Agenda

 

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1600

11 AM - 11:30 AM ET

KEYNOTE PRESENTATION: How Ruthless Honesty Can Transform Your Organization

What if in the workplace we actually said all of the “things”? If we had direct, respectful conversations filled with vulnerability and courage, imagine the wasteful projects we would cut, the new initiatives we would start, and the real human moments we would have allowing people to be seen, heard, and included.

During this keynote presentation, Shalya King will take us through the realities of most organizations’ feedback cultures. Imagine the efficiency and profit that could come from running a business free of waste, ego, and a layer of distrust.

This impactful keynote presentation will address how to:

  • Use feedback to improve decisions, kill projects, and stop wasting time
  • Create a sticky culture where team members expect all to be honest and contribute
  • Free employees from roles that are not a good fit and find a role or company where they could add value

Shayla KingGlobal Director, M&A Integration & Executive CoachMolex

11:35 AM - 12:05 PM ET

THOUGHT LEADERSHIP: Vanquish the M&A Beast – Attain an Enterprise-Wide View of Financial Information - Featuring Oracle

Ever since the advent of ERP systems, companies that made M&A deals have grappled with how best to bring together the financial data and processes from the disparate ERP systems. A key M&A goal of company executives is to attain an enterprise-wide view of detailed and trusted financial information without disrupting business operations. With the recent surge of M&A activity, this goal has become an urgent need.

Join this session to learn why it’s important to:

  • Model business and data structures before the acquisition
  • Plan early for your financial data management and financial reporting strategies
  • Establish an enterprise-wide finance and accounting platform
  • Develop a phased approach to one ERP system for the entire enterprise

Steve DaltonSenior Director, Cloud ERP SolutionsOracle Corporation

12:10 PM - 12:55 PM ET

PANEL DISCUSSION: Forward Look at M&A – The Rise in Tech Activity

Technology continues to be the dominating sector for M&A activity, especially as the world continues to adapt to this digital-first environment. So, what does the rest of 2021 hold for organizations looking to acquire technology companies? Many factors come into play, including the new Biden administration and the continued Covid-19 vaccine rollout.

Join this interactive panel discussion, which will address:

  • Understanding deal value in 2021
  • Navigating the technology sector for M&A activity
  • External influences on deal making

Moderator:

Claudia GastSenior Vice President, Strategy & Corporate DevelopmentAM General LLC

Panelists:

Jon AdamsSenior Lead Product and Privacy CounselLinkedIn

Rosylin JohnsonSenior Director, Mergers, Acquisitions, DivestituresMcKesson

James HarrisPrincipal, Corporate Development IntegrationGoogle

Mark CantyDirector, Corporate StrategyAT&T

12:55 PM - 2:05 PM ET

Afternoon Break

2:05 PM - 2:35 PM ET

KEYNOTE PRESENTATION: Resurgence, Growth & Consolidation in Local as We Exit COVID

Technology is changing the way people engage with local businesses, including how people patronize restaurants, hire maintenance workers, schedule appointments, and pay for services. Covid-19 launched us into a virtual world with accelerated digital adoption, and this new landscape continues to evolve and consolidate while new entrants disrupt industry incumbents. So, how has M&A changed amidst these rapidly transformation workplace realities?

In this thought-provoking keynote, topics of discussion will include:

  • Evaluating new liquidity options for entrepreneurs
  • Understanding geographic dispersion of technology growth outside of traditional technology hubs including Silicon Valley
  • Analyzing the impact of Covid-19 on conventional M&A processes and looking ahead to the future of this critical function

Chad RichardSenior Vice President, Corporate & Business Development Yelp

2:40 PM - 3:25 PM ET

FIRESIDE CHAT: Tax Implications on Deal Making in 2021

Business executives recognize that tax has implications on essential aspects of deal cycle and matters to the ultimate success of the organization. On top of that, in recent years, tax has significantly evolved due to the Tax Cuts and Jobs Act as well as COVID-19 pandemic. What should business executives consider when it comes to buy, sell or restructure the businesses?

In this Fireside Chat, topics of discussion will include:

  • Why tax matters in the deal process
  • How tax should be integrated in the deal process
  • Types of transactions and tax requirements/considerations – taxable vs. tax-free, acquisitive, divisive, restructuring

Serene WangDirector, Mergers & Acquisitions Tax - Los Angeles Andersen

Brian O'ConnorDirector - San FranciscoAndersen

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