Program: Time Zone, Eastern Standard Time, NY, USA. Contact Us.

9.10 am

Registration Log-In Opens

9.15 – 10.00 am

Strategy (45 mins)

Mid-Market Deals: Growth & Investments

Best approaches to executing transactions for agility and create value against the background of rising valuations, inflation, interest rates and competition.

Albert D. Melchiorre, President, MelCap Partners, LLC
Expert Panelists:
Ben Marzouk, Managing Director and New York Group Head, Monroe Capital
Bill Nelson, Partner, Shearman & Sterling LLP
Brett A. Hickey, CEO, Star Mountain Capital
Nita Sanger, Director, Advisory Services, Cherry Bekaert LLP

10.10 – 11.00 am

Sector Brief (40 mins)

HEALTHCARE: Specialty Practice Services

How has covid shaping specialty, physician care and home health services sectors.

Samuel R. Maizel, Partner, Dentons LLP
Expert Panelists:
Carol Fox, Senior Managing Director, B. Riley Advisory Services
John W. Jones, Jr., Partner, Troutman Pepper Hamilton Sanders LLP
Matthew Wedge, Co-Head of Post Acute In-Home Services, Houlihan Lokey
Steve Stang, CPA, Partner, Cherry Bekaert LLP

12.00 – 1.00 pm

Lunch: Break

1.10 – 1.50 pm

Sector Brief (40 mins)

Industrials: Rationale for Scaling-up

How supply chain disruptions and need to automate is driving investments and deals from the manufacturing to logistic services sectors.

Margaret Shanley, Principal, Transaction Advisory Services Practice Leader, CohnReznick LLP
Expert Panelists:
Andrew Gibson, Former CEO & Co-Founder, AeroCision
Jeffrey W. Rossi, Partner, CohnReznick LLP
Lauren Mulholland, Founding Partner, Middle Ground Capital

2.00 – 2.40 pm

Sector Brief (40 mins)

Tech: Continues A Record Run

Developments in the software and internet enabled sub-sectors.

Nicholas C. Rueter, Partner, Morris, Manning & Martin, LLP
Expert Panelists:
Dominic Chan, Vice President, Vaquero Capital
Eric Edmondson, Vice Chairman, DC Advisory
Mike Firmage, Managing Director, Horizon Partners
Robert Koven, Managing Director, Leonis Partners

3.30 – 3.50 pm

Comfort Break

4.00 pm

Virtual Ceremony

USA M&A Atlas Awards, Middle Markets, 4th Annual
Winners are officially announced during networking celebrations.

Award Categories:

Deals of the Year, deal team advisors, must participate.
Leaders & Dealmakers of the Year, recipients must participate.
Outstanding Firm of the Year, recipients must participate.

World’s most prestigious, the independently governed M&A Atlas Awards, will once again honor the best value-creating transactions, outstanding firms, leaders and dealmakers exclusively from the middle market deal communities.

9.00 am

Registration Log-In Opens

9.05 – 9.50 am

Best Practices (45 mins)

SPAC: Sizzle or Fizzle, What’s Ahead

Review of how the deal structure, SEC rule impact, and pressure to get deals done as competition heats up.

Mitch Nussbaum, Vice Chairman; Co-Chair, Capital Markets & Corporate, Loeb & Loeb LLP
Expert Panelists:
Shauna Watson, Managing Director, Head of Public Company Readiness, Accordion Partners
Don Duffy, President & Co-CEO, ICR Capital, LLC
George Kaufman, Head of Investment Banking, Chardan Capital Markets

10.00 – 10.50 am

4th Annual Spotlight

PROGRESS: Wonder Women of Deals Community

Women leaders and dealmakers share ideas on how to thrive in a competitive investments and deal communities.

Shanta Kumari, Co-founder, Group Editor, Global M&A Network
Melissa S. Kibler, Senior Managing Director, Accordion Partners
Marilyn Adler, Managing Partner, Mizzen Capital
Deborah Benton, Founder & General Partner, Willow Growth Partners
Ann Miller, Managing Director and Co-Head of Special Situations, Stout Capital
Marlee S. Myers, Partner, Morgan, Lewis & Bockius LLP

10.50 – 11.00 am

Comfort Break

11.00 am

U.S.A Top Women Dealmakers
4th Annual Awards Networking Ceremony

Award recipients announced during the virtual networking celebrations.

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

Significantly, this is an “award winner recognition” unlike industry lists, rankings, editorial praise, or write-ups.

2022 NEW, Leadership Awards:

D&I Leader
SHE for SHE Leader
HE for SHE Leader
WOMAN Leaders