1 day (6 CPD Hours)
Introduction
The boom in SME mergers and acquisitions shows
no signs of abating. Private equity companies and
the capital markets are still willing to back this market
despite the pressures on private equity following last
year’s credit crunch.
If you’re looking to go on the acquisition trail or grow
your business through outside investment, now could
be the time to take advantage of the current climate.
However there is a lot more to a successful merger
or acquisition than just getting the cheque book out.
This conference will look at the mergers
and acquisitions process – from planning to
implementation and will provide you with an
insight into both the challenges and the pitfalls
facing a successful merger.
Whether you are considering putting your
company onto the mergers and acquisitions market,
or if you have already embarked on this path, your
chances of a successful merger can be enhanced with
an understanding of the current market conditions
and knowledge of the processes involved.
The course in detail
09:30 – 09.35 Welcome from the Conference Chairman
William Brooks, Managing Director,
Brandenburg Securities
09:35 – 10:15 Overview of merger and acquisition activity
in the current economic climate
- What economic factors drive mergers &
acquisitions (M&A) activity?
- How might the recent financial market turmoil
impact M&A in 2008?
- Is there a global or regional bias to M&A activity?
- What does the flow and value of M&A look
like for UK firms and what are the prospects
for 2008?
Trevor Williams, Lloyds TSB Bank Plc, Economic
Research, Corporate Markets
10:15 – 10:55 Acquisition and disposal planning
A unique look at planning from the view
of the acquirer as well as the vendor.
Naima Siddiqi, Associate Director,
Brandenburg Securities
10:55 – 11:10 Refreshments
11:10 – 11:50 Deal execution “Road Map”
Executing the deal from start to finish.
William Brooks, Managing Director,
Brandenburg Securities
11:50 – 12:30 Raising finance in uncertain times – the effect
of the credit crunch on acquisition finance
When making an acquisition it is vital to use a
funding mechanism which enables business expansion
and which also allows for some flexibility in case
things don't go exactly to plan. A volatile economic
environment creates opportunities as well as risks
for potential acquirers and their backers. This session
will provide an overview of the following areas:
- what types of funding are available
- how should an acquisition be financed
- how do you successfully fund an acquisition
- sourcing a funding package
- does size matter and are there other ways
to complete the deal
- case studies of some recently
completed transactions.
Marc Fecher, Partner, Kingston Smith
12:30 – 13:00 Structuring management buyouts
Buyouts account for over 20% of global M&A
activity by volume. Margarita will offer a brief
overview of how to identify attractive deals,
executing them effectively, and develop sustainable,
long-term value.
Margarita Rodriguez-Piza, Partner, Mazars
13:00 – 14:00 Lunch
14:00 – 14:40 Buyer beware… how to get the best out
of due diligence
- What is due diligence?
- Overview of different types of DD
- How DD providers should work together
- Agreeing the specification of work
- What should you expect from your
DD provider?
- Helping them to give real opinions
Kevin Simmons, Partner, Chadwick LLP
14:40 – 15:20 When it goes awry – contingency
planning and moving forward
- Common pitfalls
- Key issues
- Revising plans and sensitivities
- Managing stakeholders expectations
- Critical path/timing
David Brooks, Head of M & A, Grant Thornton
15:20 – 15:35 Refreshments
15:35 – 16:15 Dealing with warranty claims
- Introduction – how warranty claims arise
- What to consider when drafting your Sale
Purchase Agreement
- Standard exclusion clauses
- Limitation periods
- Notification of claims and practical points
to remember
- Post-notification matters
- Conclusion and checklist – avoiding
problems in the future!
Andrew Cromby, Bracher Rawlins LLP
16:15 – 16:45 Unity or hostility – successful
management of the people affected
- A cautionary tale
- Why the people matter
- Managing pre completion
- A post completion success strategy
- What about the deal makers?
- When things go right
Pat Scott, Partner, Leading Edge Change
16:45 – 17:15 External communication challenges
in the wake of a merger/acquisition
- Why M&A fails due to lack of communication
- Informing shareholders and other key stakeholders
- Ensuring internal communications drives external messages
- Keeping it on track
Richard Carpenter, Development Director,
Radley Yeldar
17:15 – 17:20 Round-up and close
William Brooks, Managing Director,
Brandenburg Securities – Conference Chairman
What are the benefits of attending?
- Learn how to take advantage of the current
economic climate and potentially grow your business
- Gain expert advice on how to implement a successful merger
- Avoid the challenges and pitfalls that can prevent a successful merger
- Gain 6 CPD hours by attending
Who should attend?
- Chief executives, finance directors and senior
executives of companies active in acquisitions
or disposals or considering them
- Accountants and advisers to companies involved
with acquisitions or disposals
- Corporate developers and entrepreneurs
- Companies seeking to divest non core activities
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