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2019 Growth Through Acquisition Workshop | Dallas

Hosted in Irving Thursday, March 28, 2019 8:00 a.m. - 2:15 p.m. CDT

Event Overview

70 to 90 percent of acquisitions fail. You can beat the odds.

Targets and structure. Financing. Transition planning. This Vistage Executive Workshop will provide the high-level knowledge you need to take an informed next step in crafting your acquisition strategy.

Gain proven insights you can use, dialogue with local experts, and make valuable connections as you move forward.

Key program takeaways will include:

  • The inner workings of M&A transaction structures.
  • How to implement due diligence and execute your strategy.
  • Understanding and accessing financing options.
  • Determining if and how to integrate your new business.

Growth is critical to the longevity of your business. Make decisions from a position of strength. Register now.

Members and guests are welcome. For more details contact Stephanie Koegel, Event Planner, at stephanie.koegel@vistage.com.

Event Speakers


H. Len Musgrove, Jr.

Attorney & Counselor at Law, Musgrove Law Firm

Informed acquisitions: Optimizing targets and structure

This presentation will assume a buyer’s perspective to explore due diligence and pitfalls to avoid in acquisition. What are the specific items to focus on before investment? How can you properly organize your company in advance? What should you look for in a proposed target company, and what is the best structure for the acquisition? Presenters Len Musgrove and Bruce Willis will answer these questions and more. Additional learnings will include:

  1. Key terms, best practices and tax efficiencies.
  2. How to negotiate buyer-centric representations, warranties and indemnification.
  3. The advantages and disadvantages of asset vs. equity purchase.


C. Bruce Willis II

Attorney & Counselor at Law, Musgrove Law Firm

Informed acquisitions: Optimizing targets and structure

This presentation will assume a buyer’s perspective to explore due diligence and pitfalls to avoid in acquisition. What are the specific items to focus on before investment? How can you properly organize your company in advance? What should you look for in a proposed target company, and what is the best structure for the acquisition? Presenters Len Musgrove and Bruce Willis will answer these questions and more. Additional learnings will include:

  1. Key terms, best practices and tax efficiencies.
  2. How to negotiate buyer-centric representations, warranties and indemnification.
  3. The advantages and disadvantages of asset vs. equity purchase.



G. Bradford Bulkley

President, Bulkley Capital

How you pay is as important as how much: The ins and outs of acquisition financing

You know you want to make an acquisition. You have a target identified. How do you pay for the purchase? What sources of financing are available? What do they cost? How does capital structure impact a growth by acquisition strategy? This presentation will explore the various financing options available to fund an acquisition in the current market, with recommendations for optimizing capital structure while supporting the ongoing needs of the business. Leave with strategies for success, understanding the types of financing as well as capital structure opportunities and pitfalls.


Oliver Cone

Senior Vice President, Bulkley Capital

How you pay is as important as how much: The ins and outs of acquisition financing

You know you want to make an acquisition. You have a target identified. How do you pay for the purchase? What sources of financing are available? What do they cost? How does capital structure impact a growth by acquisition strategy? This presentation will explore the various financing options available to fund an acquisition in the current market, with recommendations for optimizing capital structure while supporting the ongoing needs of the business. Leave with strategies for success, understanding the types of financing as well as capital structure opportunities and pitfalls.



Alex Vantarakis

Founder, The Vant Group

Post acquisition: Planning the transition

This presentation will demonstrate the key areas to prepare for in a synergistic acquisition. Walk through a post-acquisition deal to gain familiarity and better avoid potential pitfalls.

Agenda

Omni Mandalay

8:00 a.m. – 8:30 a.m.
Check-in and breakfast

8:30 a.m. – 9:15 a.m.
Welcome and networking discussion

9:15 a.m. – 10:30 a.m.
Informed acquisitions: Optimizing targets and structure H. Len Musgrove, Jr. & C. Bruce Willis II, Musgrove Law Firm

10:30 a.m. – 10:45 a.m.
Break

10:45 a.m. – 12:00 p.m.
How you pay is as important as how much: The ins and outs of acquisition financing G. Bradford Bulkley & Oliver Cone, Bulkley Capital

12:00 p.m. – 12:45 p.m.
Lunch and networking activity

12:45 p.m. - 2:00 p.m.
Post-acquisition: Planning the transition Alex Vantarakis, The Vant Group

2:00 p.m. - 2:15 p.m.
Closing activity/ program ends

Sponsors


Pricing

Pricing:
Members: $129
Guests: $149

Members and guests are welcome.

Location

Omni Mandalay
221 E. Las Colinas Blvd.
Irving, TX