9.00 am

Registration.
Breakfast, compliments of Horizon Partners
Day Refreshments, compliments of CohnReznick

9.45 - 10.45 am

Business Roundtable

GROWTH & INVESTMENTS: Priorities

Gain practical information on factors that are affecting deal activity, and what it takes to complete transactions in this highly competitive marketplace.

Moderator:
J. Matthew Lyons, Partner, Shearman & Sterling LLP
Panelist:
John Ferrara, Founder & CEO, Capstone Headwaters
Danny Allen, General Counsel & VP Operations, Vaquero Capital
Matt Linett, Senior Managing Director, Churchill Asset Management
David Smith, Vice President, Goldman Sachs & Co.

10.55 - 11.45 am

Business Roundtable

RISKS: Obstacles to Deal Completion

Understand the importance of evolving transactional risks including – IT, data-protection, cyber-security and how to be prepared.

Moderator:
John Leffler, Vice President, Global Head of Venue Sales, DFIN
Panelist:
Jon D. Anderson, CEO, Sidehill Consulting
Elizabeth “Liz” Borow, Managing Director, Head Capital Markets, Thompson Street Capital Partners
Vince Kiernan, Managing Director, Greenhouse Consulting LLC
Jeff Shen, President, Red Team Consulting

11.45 - 12.35 pm

Roundtable

DEALS: Trends Shaping Middle Market M&A Activity

Take stock of sectors and industries most to be impacted post this election cycle.

Moderator:
Jeffrey Michelson, CPA., Managing Director, CohnReznick
Panelist:
Matthew Bernstein, Vice President, Monroe Capital
Michael Lewis, CFA, EVP, Chief Development Officer, CACI International Inc.
Brad Haller, Director, West Monroe Partners
Manan Shah, Managing Director, Focus Investment Banking

12.40 - 1.40 pm

Networking Lunch

1.45 - 2.15 pm

CORPORATE VIEW: M&A Science

Podcast:
Jeff Desroches, Vice President, Corporate Development, Atlas Copco
Host:
Kison Patel, CEO, Agile M&A

Insightful Q&A spotlights on how to create a collaborative process, build
consensus and overcome surprises to achieve strategic goals.

2.20 - 3.20 pm

Spotlight

WOMEN DEALMAKERS: Secrets of Success

Share actionable ideas for creating a “win-win” experience in a demanding, highly competitive business and deal communities.

Moderator:
Tinamarie Feil, President and Co-founder, BMC Group
Panelist:
Trina Chandler, Partner, Vinson & Elkins LLP
Carolyn Mathis, Founding Partner, Harbor View Advisors
Victoria Johnson, Partner, Fox Rothschild LLP
Lauren Mulholland, Partner, Co-founder, MiddleGround Capital
Introductions:
Shanta Kumari, Co-Founder and Global Group Editor, Global M&A Network

3.30 pm

U.S.A TOP WOMEN DEALMAKERS
2ND ANNUAL AWARDS Recognition Ceremony

Singularly honoring A-List of most talented, respected and brilliant women dealmakers from the private equity, investment banks, legal, restructuring from transactional community.

Award recipients must attend the ceremony to accept their “golden-woman” trophy.

4.30 pm

Forum Adjourns

6.30 pm

U.S.A MIDDLE-MARKETS M&A ATLAS AWARDS
2ND ANNUAL GALA Celebrations & Ceremony

World’s most prestigious awards exclusively honors legendary leaders, top dealmakers, outstanding firms and the best value-creating deals from the vibrant middle market transactional community.

Award winners must attend the ceremony to accept their prized-winner trophy.

6.30 - 10.00 pm

USA M&A Atlas Awards │ 2nd Annual Gala & Ceremony

Welcome to the world’s most prestigious, independently governed awards, singularly honoring the best value-creating deals, outstanding firms, and legendary leaders from the middle market segments.
Winners must attend the gala ceremony to accept their winner trophy accolade.

6.30 - 7.30 pm

Guest Arrivals & Networking Reception

Check-in by business card. Attire is business formal. Black-tie is welcomed.

7.30 pm

Dinner Networking

Open Seating except for Reserved Corporate Table of 10 Guests.

8.15 pm

Winner Announcement & Trophy Presentation Ceremony

Acceptance Remarks limited to a minute.
Winners Circle Group Photo at the end of the ceremony.
Photographer is available for individual, colleagues and firm group photos.

10.00 pm

Farewell

Trophy boxes and bags are available to safely carry your treasured winner trophy.