MAJOR TOPICS
• Summary of Section 363 sale
• Effects on different stakeholders, benefits and burdens
• Debtor v. creditor strategies
• Traditional restructuring v. sale
• Auction and sale process
• Non-profit debtors – hospitals
• “Stalking horse” and insider bidders
• “Melting ice cube” theory
• Impact of the General Motors Chapter 11 filing
• Credit bidding – Fisker and progeny
• Bid chilling
• Making the process more efficient
05.09.2018 Cannabis Caluation, M&A and Tax IssuesExpert Webcast
MAJOR TOPICS:
•Industry overview
•Regulatory landscape
•Valuation methodologies and metrics
•Tax issues in the Cannabis industry
•Transactional trends in the industry – M&A and financings
July 13, 2017: Strategic Solutions to Cross-Border Business DisputesExpert Webcast
MAJOR TOPICS:
Structuring cross-border transactions
Dispute resolution: litigation, arbitration, other
Choice of law and venue
Enforcement
Treaties
Valuation issues
Cultural differences
Protection and ownership of IP
Forensic reviews and investigations
Cybersecurity concerns
MODERATOR:
Alex Kasdan, Senior Managing Director, DelMorgan & Co.
Valuation Trends and Investment Opportunities in the Cannabis IndustryExpert Webcast
MAJOR TOPICS:
Licensed medical use v. recreational use
Overview of State and Federal regulatory environment
Financing cannabis businesses – equity v. debt
Types of investors
Business valuation metrics
Most active market segments
Taxation of cannabis businesses
Industry banking solutions
Real estate infrastructure – medical-use cannabis cultivation and processing
Cannabis M&A
Forecasts under the Trump administration
Hemp market overview
•Legal and regulatory issues
•Investment opportunities – corporate and real estate
•Valuation trends
•Third-party due diligence
•Brand building and differentiation in the new industry
•Industry outlook
05.31.2018 Resolving Shareholder and Investor DisputesExpert Webcast
MAJOR TOPICS:
Disclosure based settlements of shareholder litigation challenging merger transactions (Dead or Alive post Trulia)
Structuring Cash out mergers by majority or controlling shareholders (MFW)
Business Judgment Rule Review for Post- Closing Damages Cases (Corwin)
Developments in Appraisal Proceedings
State legalization of cannabis has created a robust marijuana and cannabis ancillary industries as well as significant need for growth capital for many new as well as established companies in the industry. Investment opportunities in the industry through public markets are still relatively scarce, and to meet the demand, venture capital firms, family offices and private equity funds have raised and are investing hundreds of millions of dollars into the industry. The panel will examine current trends and transactions in Cannabis, as well as growth and valuation trends, due diligence issues and potential risks and reward for private equity investors and companies seeking capital.
05.09.2018 Cannabis Caluation, M&A and Tax IssuesExpert Webcast
MAJOR TOPICS:
•Industry overview
•Regulatory landscape
•Valuation methodologies and metrics
•Tax issues in the Cannabis industry
•Transactional trends in the industry – M&A and financings
July 13, 2017: Strategic Solutions to Cross-Border Business DisputesExpert Webcast
MAJOR TOPICS:
Structuring cross-border transactions
Dispute resolution: litigation, arbitration, other
Choice of law and venue
Enforcement
Treaties
Valuation issues
Cultural differences
Protection and ownership of IP
Forensic reviews and investigations
Cybersecurity concerns
MODERATOR:
Alex Kasdan, Senior Managing Director, DelMorgan & Co.
Valuation Trends and Investment Opportunities in the Cannabis IndustryExpert Webcast
MAJOR TOPICS:
Licensed medical use v. recreational use
Overview of State and Federal regulatory environment
Financing cannabis businesses – equity v. debt
Types of investors
Business valuation metrics
Most active market segments
Taxation of cannabis businesses
Industry banking solutions
Real estate infrastructure – medical-use cannabis cultivation and processing
Cannabis M&A
Forecasts under the Trump administration
Hemp market overview
•Legal and regulatory issues
•Investment opportunities – corporate and real estate
•Valuation trends
•Third-party due diligence
•Brand building and differentiation in the new industry
•Industry outlook
05.31.2018 Resolving Shareholder and Investor DisputesExpert Webcast
MAJOR TOPICS:
Disclosure based settlements of shareholder litigation challenging merger transactions (Dead or Alive post Trulia)
Structuring Cash out mergers by majority or controlling shareholders (MFW)
Business Judgment Rule Review for Post- Closing Damages Cases (Corwin)
Developments in Appraisal Proceedings
State legalization of cannabis has created a robust marijuana and cannabis ancillary industries as well as significant need for growth capital for many new as well as established companies in the industry. Investment opportunities in the industry through public markets are still relatively scarce, and to meet the demand, venture capital firms, family offices and private equity funds have raised and are investing hundreds of millions of dollars into the industry. The panel will examine current trends and transactions in Cannabis, as well as growth and valuation trends, due diligence issues and potential risks and reward for private equity investors and companies seeking capital.
Understanding Claim History in M&A InsuranceExpert Webcast
Overview of M&A / Representations and Warranties Insurance
Payout history / frequent types of claims
Claim submission and processing
Role of a broker
Roles of external advisors – lawyers, accountants
Common issues
Transactional observations
01.10.2019 Healthcare Restructuring Outlook 2019Expert Webcast
M&A Issues
Bankruptcy v. out-of-court restructuring
Drivers for filing
Provider agreement transfer issues
Regulatory and reimbursement issues
Unique financial aspects of healthcare receivables – collection and reimbursement
Not-for-profit business transfers
Rural and community hospitals
Realizing recovery to creditors
Public policy issues
Availability of financing
Issues for DIP lenders
D&O, malpractice and avoidance actions
M&A Risk Allocation: Representations and Warranties InsuranceExpert Webcast
PANEL:
Craig Lilly, Partner, Baker McKenzie
Peter K. Rosen, Global Chair of the Insurance Coverage Litigation Practice, Latham & Watkins
Patrick Stroth, President, Rubicon M&A Insurance Services
Phil Casper, Principal, Euclid Transactional
Neil Morganbesser, President, DelMorgan & Co.
MODERATOR:
Alex Kasdan, Senior Managing Director, DelMorgan & Co.
MAJOR TOPICS:
Overview of common M&A deal risks
Representations and warranties insurance explained
Types and transactions covered
Reps & Warranties Insurance trends
Illustrative terms overview
Due diligence and underwriting process
Transaction timing and certainty of closing
Maximization of seller proceeds at closing
Claim history overview
Expert Webcast Roundtable: Liquidity and Transition Strategies for Business O...AnnaSpektor
MAJOR TOPICS:
Understanding motivations and desires of business owners
Corporate preparedness: business, management and financials
Understanding the value of the business and key value drivers
Wealth management planning
Shareholder tax and estate planning
Liquidity strategies, process and timeline
Getting the maximum value at exit
Expert Webcast 7.10.2014: Acquisition Due DiligenceExpert Webcast
DESCRIPTION:
A team of experts comprised of senior investments bankers, a veteran m&a lawyer, a leading CPA and a due diligence and management consultant will discuss effective acquisition due diligence strategies leading to a successful transaction and post-transaction integration.
MAJOR TOPICS:
Early planning and acquirer goals
Strategic due diligence
Business, legal and financial due diligence
Management audits
Quality of earnings
Due diligence team, plan and process
Corporate culture and communications
What the acquirers are looking for
Post-transaction integration
02.15.2018 Trends, Transactions and Opportunities in Oil & GasExpert Webcast
MAJOR TOPICS:
Industry overview
Historical and anticipated M&A activity by sector
Transaction structures – SPACs, upstream M&A, joint ventures, other
Due diligence trends
Restructuring trends – in- and out-of-court
Asset consolidations
Dealing with legacy capital structures
Opportunities for strategic and financial investors
Outlook for the future
Alternatives for a Distressed Company in Apparel and RetailExpert Webcast
This presentation covers the process of bidding for, financing and acquiring distressed companies in the Apparel and Retail space is competitive and complex. The panel will addressed the strategies and tips for success from the perspectives of an investment banker, a deal and bankruptcy lawyer, a turnaround executive, a lender and a tax accountant.
Alternatives for a Distressed Company in Apparel and RetailExpert Webcast
The process of bidding for, financing and acquiring distressed companies in the Apparel and Retail space is competitive and complex. This presentation addresses the strategies and tips for success from the perspectives of an investment banker, a deal and bankruptcy lawyer, a turnaround executive, a lender and a tax accountant.
10.19.2017 The State of Cross-Border Private Equity and the Role of Alternati...Expert Webcast
MAJOR TOPICS:
Overview of the private equity markets
Market and transactional trends in the US and Canadian private equity
Deal dynamics – structures, speed, execution
Resurgence in the IPO markets
Role of alternative capital pools in the deal economy
Industries and geographies
China cross-border investing
CFIUS process
PE to PE transactional trend
Increasing use of representations & warranties insurance
Value of advisors
Outlook for the future
Managing Different Shareholder Constituencies in a Private Company Sale ProcessExpert Webcast
MAJOR TOPICS:
Bargaining power at inception
Shareholder, management and other agreements
Importance of process – legal and investment banking
Reconciling goals of controlling shareholders with minority
ESOP as a sale strategy
Non-ESOP shareholder and management considerations
California short-form squeeze-out merger
Preparing for potential shareholder litigation
Shareholders v. management tension
Trends and Transactions in Private Post-Secondary EducationExpert Webcast
Our panel of experts, comprised of senior investment bankers, a leading education lawyer, who also owns and operates an accredited private college, and a senior industry consultant, will discuss the current trends and transactions in the private post-secondary schools and colleges industry. Major topics include:
Current investment climate and market in private post-secondary education
Key federal and state regulatory issues that affect risk, pricing and structure
Student and employee litigation and risk management
Identification of risk indicia and risk assessment
Trends in auction activity and related purchase and sale strategies
Case studies
10.26.2017 Raising Capital for Emerging Growth CompaniesExpert Webcast
MAJOR TOPICS:
• Readiness for a capital raise
• Capital raising process
• Financial and business projections and valuation
• Debt v. equity
• Use of proceeds
• Assembling the right team of advisors
• Types of potential investors
• Common mistakes
09.28.2017 Alternative Investment Strategies - Life Insurance SettlementsExpert Webcast
Alternative Investment Strategies - Life Insurance Settlements
Major Topics of Discussion
Life settlements market overview
Seller’s v. buyer’s perspectives
Individual v. Corporate-owned policies
Life settlements as an alternative asset class
Transaction process and underwriting
Legal and regulatory framework
Due diligence
Tax implications
Servicing the assets
Overview of the risks
11.09.2017 Retail Trends and Forecasts for 2017 and BeyondExpert Webcast
MAJOR TOPICS:
Changing retail paradigm
Industry landscape overview
Technological disruptions
Traditional retail v. e-commerce
Maintaining growth and market share
New business models – experiential engagement
Healthy v. distressed
Overview of recent bankruptcy filings: Wet Seal, Payless ShoeSource, Toys-R-Us, other
Watchlist: Neiman Marcus, JCrew, Talbots, other
Restructuring alternatives
Outlook for the future
11.16.2017 Strategies for US Companies' Expansion AbroadExpert Webcast
Expansion structures: organic, mergers, acquisitions, joint ventures, other
Structuring private equity acquisitions abroad
Intellectual property and technology transfer issues
Understanding local infrastructure, language and culture
Staffing a deal team
Due diligence and disclosures
Dispute resolution mechanisms
Transfer pricing, tax structures and repatriation of capital
Financing availability
M&A Risk Allocation: Representations and Warranties Insurance. Expert Webcast
PANEL:
Craig Lilly, Partner, Baker McKenzie
Peter K. Rosen, Global Chair of the Insurance Coverage Litigation Practice, Latham & Watkins
Patrick Stroth, President, Rubicon M&A Insurance Services
Phil Casper, Principal, Euclid Transactional
Neil Morganbesser, President, DelMorgan & Co.
MODERATOR:
Alex Kasdan, Senior Managing Director, DelMorgan & Co.
MAJOR TOPICS:
Overview of common M&A deal risks
Representations and warranties insurance explained
Types and transactions covered
Reps & Warranties Insurance trends
Illustrative terms overview
Due diligence and underwriting process
Transaction timing and certainty of closing
Maximization of seller proceeds at closing
Claim history overview
Understanding Claim History in M&A InsuranceExpert Webcast
Overview of M&A / Representations and Warranties Insurance
Payout history / frequent types of claims
Claim submission and processing
Role of a broker
Roles of external advisors – lawyers, accountants
Common issues
Transactional observations
01.10.2019 Healthcare Restructuring Outlook 2019Expert Webcast
M&A Issues
Bankruptcy v. out-of-court restructuring
Drivers for filing
Provider agreement transfer issues
Regulatory and reimbursement issues
Unique financial aspects of healthcare receivables – collection and reimbursement
Not-for-profit business transfers
Rural and community hospitals
Realizing recovery to creditors
Public policy issues
Availability of financing
Issues for DIP lenders
D&O, malpractice and avoidance actions
M&A Risk Allocation: Representations and Warranties InsuranceExpert Webcast
PANEL:
Craig Lilly, Partner, Baker McKenzie
Peter K. Rosen, Global Chair of the Insurance Coverage Litigation Practice, Latham & Watkins
Patrick Stroth, President, Rubicon M&A Insurance Services
Phil Casper, Principal, Euclid Transactional
Neil Morganbesser, President, DelMorgan & Co.
MODERATOR:
Alex Kasdan, Senior Managing Director, DelMorgan & Co.
MAJOR TOPICS:
Overview of common M&A deal risks
Representations and warranties insurance explained
Types and transactions covered
Reps & Warranties Insurance trends
Illustrative terms overview
Due diligence and underwriting process
Transaction timing and certainty of closing
Maximization of seller proceeds at closing
Claim history overview
Expert Webcast Roundtable: Liquidity and Transition Strategies for Business O...AnnaSpektor
MAJOR TOPICS:
Understanding motivations and desires of business owners
Corporate preparedness: business, management and financials
Understanding the value of the business and key value drivers
Wealth management planning
Shareholder tax and estate planning
Liquidity strategies, process and timeline
Getting the maximum value at exit
Expert Webcast 7.10.2014: Acquisition Due DiligenceExpert Webcast
DESCRIPTION:
A team of experts comprised of senior investments bankers, a veteran m&a lawyer, a leading CPA and a due diligence and management consultant will discuss effective acquisition due diligence strategies leading to a successful transaction and post-transaction integration.
MAJOR TOPICS:
Early planning and acquirer goals
Strategic due diligence
Business, legal and financial due diligence
Management audits
Quality of earnings
Due diligence team, plan and process
Corporate culture and communications
What the acquirers are looking for
Post-transaction integration
02.15.2018 Trends, Transactions and Opportunities in Oil & GasExpert Webcast
MAJOR TOPICS:
Industry overview
Historical and anticipated M&A activity by sector
Transaction structures – SPACs, upstream M&A, joint ventures, other
Due diligence trends
Restructuring trends – in- and out-of-court
Asset consolidations
Dealing with legacy capital structures
Opportunities for strategic and financial investors
Outlook for the future
Alternatives for a Distressed Company in Apparel and RetailExpert Webcast
This presentation covers the process of bidding for, financing and acquiring distressed companies in the Apparel and Retail space is competitive and complex. The panel will addressed the strategies and tips for success from the perspectives of an investment banker, a deal and bankruptcy lawyer, a turnaround executive, a lender and a tax accountant.
Alternatives for a Distressed Company in Apparel and RetailExpert Webcast
The process of bidding for, financing and acquiring distressed companies in the Apparel and Retail space is competitive and complex. This presentation addresses the strategies and tips for success from the perspectives of an investment banker, a deal and bankruptcy lawyer, a turnaround executive, a lender and a tax accountant.
10.19.2017 The State of Cross-Border Private Equity and the Role of Alternati...Expert Webcast
MAJOR TOPICS:
Overview of the private equity markets
Market and transactional trends in the US and Canadian private equity
Deal dynamics – structures, speed, execution
Resurgence in the IPO markets
Role of alternative capital pools in the deal economy
Industries and geographies
China cross-border investing
CFIUS process
PE to PE transactional trend
Increasing use of representations & warranties insurance
Value of advisors
Outlook for the future
Managing Different Shareholder Constituencies in a Private Company Sale ProcessExpert Webcast
MAJOR TOPICS:
Bargaining power at inception
Shareholder, management and other agreements
Importance of process – legal and investment banking
Reconciling goals of controlling shareholders with minority
ESOP as a sale strategy
Non-ESOP shareholder and management considerations
California short-form squeeze-out merger
Preparing for potential shareholder litigation
Shareholders v. management tension
Trends and Transactions in Private Post-Secondary EducationExpert Webcast
Our panel of experts, comprised of senior investment bankers, a leading education lawyer, who also owns and operates an accredited private college, and a senior industry consultant, will discuss the current trends and transactions in the private post-secondary schools and colleges industry. Major topics include:
Current investment climate and market in private post-secondary education
Key federal and state regulatory issues that affect risk, pricing and structure
Student and employee litigation and risk management
Identification of risk indicia and risk assessment
Trends in auction activity and related purchase and sale strategies
Case studies
10.26.2017 Raising Capital for Emerging Growth CompaniesExpert Webcast
MAJOR TOPICS:
• Readiness for a capital raise
• Capital raising process
• Financial and business projections and valuation
• Debt v. equity
• Use of proceeds
• Assembling the right team of advisors
• Types of potential investors
• Common mistakes
09.28.2017 Alternative Investment Strategies - Life Insurance SettlementsExpert Webcast
Alternative Investment Strategies - Life Insurance Settlements
Major Topics of Discussion
Life settlements market overview
Seller’s v. buyer’s perspectives
Individual v. Corporate-owned policies
Life settlements as an alternative asset class
Transaction process and underwriting
Legal and regulatory framework
Due diligence
Tax implications
Servicing the assets
Overview of the risks
11.09.2017 Retail Trends and Forecasts for 2017 and BeyondExpert Webcast
MAJOR TOPICS:
Changing retail paradigm
Industry landscape overview
Technological disruptions
Traditional retail v. e-commerce
Maintaining growth and market share
New business models – experiential engagement
Healthy v. distressed
Overview of recent bankruptcy filings: Wet Seal, Payless ShoeSource, Toys-R-Us, other
Watchlist: Neiman Marcus, JCrew, Talbots, other
Restructuring alternatives
Outlook for the future
11.16.2017 Strategies for US Companies' Expansion AbroadExpert Webcast
Expansion structures: organic, mergers, acquisitions, joint ventures, other
Structuring private equity acquisitions abroad
Intellectual property and technology transfer issues
Understanding local infrastructure, language and culture
Staffing a deal team
Due diligence and disclosures
Dispute resolution mechanisms
Transfer pricing, tax structures and repatriation of capital
Financing availability
M&A Risk Allocation: Representations and Warranties Insurance. Expert Webcast
PANEL:
Craig Lilly, Partner, Baker McKenzie
Peter K. Rosen, Global Chair of the Insurance Coverage Litigation Practice, Latham & Watkins
Patrick Stroth, President, Rubicon M&A Insurance Services
Phil Casper, Principal, Euclid Transactional
Neil Morganbesser, President, DelMorgan & Co.
MODERATOR:
Alex Kasdan, Senior Managing Director, DelMorgan & Co.
MAJOR TOPICS:
Overview of common M&A deal risks
Representations and warranties insurance explained
Types and transactions covered
Reps & Warranties Insurance trends
Illustrative terms overview
Due diligence and underwriting process
Transaction timing and certainty of closing
Maximization of seller proceeds at closing
Claim history overview
10.20.2016 Maximizing Value for Distressed Venture CompaniesExpert Webcast
MAJOR TOPICS:
•Financial v. operational distress
•Turnaround options
•Restructuring v. sale
•Treatment of intellectual property
•Valuation issues
•Capital availability and financing alternatives
•Accounting considerations
12.06.2018 Best Practices in M&A& and Post-Merger IntegrationExpert Webcast
Understanding the rationale for the transaction
Assembling the right deal team
Deal readiness – management, financial, other
Process overview
Due diligence
Transaction structure
Deal synergies
Post-closing issues
Successful deal integration
Expert Webcast: Healthcare Restructuring Outlook 2019AnnaSpektor
MAJOR TOPICS:
• Healthcare industry overview, financial stress and outlook for 2019
• Drivers of industry financial distress
• Industry segments most affected
• Evaluating healthcare restructuring alternatives — Out-of-Court vs. In-
Court
• Effects of capital structure on restructuring
• Types of cases filed and unique issues
• Healthcare M&A overview
• Unique aspects to the sale of a financially distressed healthcare entity
• Due diligence issues
• Operational perspectives
• For-profit vs. not-for-profit
• Types of buyers
• Bankruptcy process
The panel of experts comprised of a senior corporate lawyer, an international tax expert, a litigator and arbitration expert, and senior investment bankers will discuss
the outlook, deal structures, financing and execution, as well as dispute prevention and resolution in Emerging Markets Cross-Border Transactions.
Major Topics:
The global outlook for cross-border investment and M&A activity in the emerging markets
Legal risks particular to investments in emerging markets; specifically in technology and natural resources
Types and indicia of risk
Transaction objectives and structures
Dispute resolution mechanisms
Economic risks particular to cross-border and emerging market investments
Raising capital for cross border investment and M&A: explaining the risks to potential investors
Successful deal execution
Cultural considerations
Case studies
The panel of experts comprised of a senior corporate lawyer, an international tax expert, a litigator and arbitration expert, and senior investment bankers will discuss
the outlook, deal structures, financing and execution, as well as dispute prevention and resolution in Emerging Markets Cross-Border Transactions.
Major Topics:
The global outlook for cross-border investment and M&A activity in the emerging markets
Legal risks particular to investments in emerging markets; specifically in technology and natural resources
Types and indicia of risk
Transaction objectives and structures
Dispute resolution mechanisms
Economic risks particular to cross-border and emerging market investments
Raising capital for cross border investment and M&A: explaining the risks to potential investors
Successful deal execution
Cultural considerations
Case studies
Expert Webcast: Maximizing Value of Privately Held CompanyExpert Webcast
Maximizing the Value of a Privately Held Company from the Corporate, Financial and Management Perspectives. This panel presentation addresses the issues involved in building, running and exiting a private company or a family-owned business, including owners’ personal considerations and business-related corporate law, financial and management issues.
WHAT BUSINESS OWNERS NEED TO KNOW ABOUT SUCCESSFULLY TRANSITIONING THEIR COMPANYExpert Webcast
Business readiness and shareholder personal planning
Corporate legal planning
Tax and estate planning
Wealth management considerations
Potential buyers and transaction structures
Preparing for due diligence – self-diligence, quality of earnings, other
Post-transactions planning
Issues to anticipate
06.27.2018 Cannabis Industry Valuation Metrics and TransactionsExpert Webcast
MAJOR TOPICS:
•Regulatory landscape
•Valuation methodologies and metrics
•Tax issues in the Cannabis industry
•Transactional trends in the industry – M&A and financings
Ownership Transfers of Closely Held BusinessesExpert Webcast
Right time to sell and why
Planning for the exit – personal and corporate
Tax ramifications
Types of ownership transfers
Assembling the deal team early
Sale process overview
Types of buyers
Maximizing incentives
Making sure no hidden assets are overlooked
Common mistakes
Addressing a foreign insolvency in the U.S.
Overview of Chapter 15 Bankruptcy
Chapter 15 v. Chapter 11
UNCITRAL Model Law Adoption
Type of relief sought
Extraterritoriality and avoidance powers
Public policy implications
Approved guidelines for court communications
Achieving the next level of corporate growth - navigating “no man’s land”Expert Webcast
DESCRIPTION:
No Man’s Land is a term that describes the transition period for a growth company. Successful entrepreneurs that start and lead growth companies experience this period that can threaten their very survival.
For an entrepreneur to successfully transition his or her company four key areas must be a clear focus. We describe these actions as the 4 M’s and they will be addressed:
Marketing – maintaining important customer relationships
Management – objective review
Model - maintaining margins
Money – adequate capitalization
Other key areas of focus are corporate structure and compliance. Guidance from a seasoned corporate and transactional counsel is invaluable with respect to corporate matters, growth, capital raising and any transactional matters.
Qualified Opportunity Zones rules seek to encourage investment and stimulate economic growth in certain distressed communities by providing various federal income tax benefits to taxpayers who invest in businesses that operate within these zones. Discussion will include tax incentives and key outstanding regulatory issues in Qualified Opportunity Zones as well as transactions for companies, funds and investors, including real estate deals and sales of closely held businesses.
• Intent of the 2017 legislation on Qualified Opportunity Zones
• Types of qualified opportunity funds
• Tax and business considerations in choosing a fund
• Tax benefits of investing in a qualified opportunity fund
• Capital gains that qualify
• Tax deferral or something more?
• Prescribed holding periods
• Taxpayer qualifications
• Investments required to realize tax benefits
• Investing in a sponsored fund to realize the tax benefits
• Forming a new fund
• Opportunity to defer gains for selling business owners
• Opportunity zones compared to a like-kind exchange for real estate investors
• A qualified fund in the case of a partnership dissolution
• Estate planning opportunities
• Opportunity Zones deal overview
• Real estate developer perspective -- cost of capital and deal structures
Panel of experts comprised of a leading sports and media lawyer, senior investment bankers, a sports and media valuation expert, a seasoned media executive and a top family lawyer will address the dynamics and structure of Sports & Media M&A and Investment.
MAJOR TOPICS:
Global expansion, new revenue streams and other deal drivers
U.S. v. foreign markets
Brand building / becoming a global franchise
Sports and social media
Media agreements
Ownership: individuals, private equity, public markets
Valuation parameters
Sale of sports teams driven or hampered by divorce
Outlook for the future
Similar to 03.08.2018 Key Issues in Sec 363 Bankruptcy Sales (20)
MAJOR TOPICS:
Overview of distressed deal environment
Volume
Type and quality
Size
Industry
Geography
PE v. lenders v. strategic
Recent relevant bankruptcy rulings and impact on deal structures
Strategies to win and close deals
Financing availability
Operational restructuring and corporate improvement
Case studies
Future outlook
Family Law and Roles of Counsel and Financial ExpertsExpert Webcast
Presentation examines roles of counsel, forensic accountants and investment bankers in a marital dissolution involving a closely-held or family-owned business. Issues, strategies and tips are addressed.
Presentation addresses corporate and personal contingency planning for an exit from a family owned business, including the fiduciary duties of shareholder spouses during the marriage and possible divorce, and the issues involved in valuing, recapitalizing and/or selling the business, including time constraints, valuation implications, ongoing management and ownership (if any) issues, potential buyers, deal structuring imperatives, forensic accounting and insurance and estate planning.
Falcon stands out as a top-tier P2P Invoice Discounting platform in India, bridging esteemed blue-chip companies and eager investors. Our goal is to transform the investment landscape in India by establishing a comprehensive destination for borrowers and investors with diverse profiles and needs, all while minimizing risk. What sets Falcon apart is the elimination of intermediaries such as commercial banks and depository institutions, allowing investors to enjoy higher yields.
Skye Residences | Extended Stay Residences Near Toronto Airportmarketingjdass
Experience unparalleled EXTENDED STAY and comfort at Skye Residences located just minutes from Toronto Airport. Discover sophisticated accommodations tailored for discerning travelers.
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The world of search engine optimization (SEO) is buzzing with discussions after Google confirmed that around 2,500 leaked internal documents related to its Search feature are indeed authentic. The revelation has sparked significant concerns within the SEO community. The leaked documents were initially reported by SEO experts Rand Fishkin and Mike King, igniting widespread analysis and discourse. For More Info:- https://news.arihantwebtech.com/search-disrupted-googles-leaked-documents-rock-the-seo-world/
Affordable Stationery Printing Services in Jaipur | Navpack n PrintNavpack & Print
Looking for professional printing services in Jaipur? Navpack n Print offers high-quality and affordable stationery printing for all your business needs. Stand out with custom stationery designs and fast turnaround times. Contact us today for a quote!
Discover the innovative and creative projects that highlight my journey throu...dylandmeas
Discover the innovative and creative projects that highlight my journey through Full Sail University. Below, you’ll find a collection of my work showcasing my skills and expertise in digital marketing, event planning, and media production.
Improving profitability for small businessBen Wann
In this comprehensive presentation, we will explore strategies and practical tips for enhancing profitability in small businesses. Tailored to meet the unique challenges faced by small enterprises, this session covers various aspects that directly impact the bottom line. Attendees will learn how to optimize operational efficiency, manage expenses, and increase revenue through innovative marketing and customer engagement techniques.
[Note: This is a partial preview. To download this presentation, visit:
https://www.oeconsulting.com.sg/training-presentations]
Sustainability has become an increasingly critical topic as the world recognizes the need to protect our planet and its resources for future generations. Sustainability means meeting our current needs without compromising the ability of future generations to meet theirs. It involves long-term planning and consideration of the consequences of our actions. The goal is to create strategies that ensure the long-term viability of People, Planet, and Profit.
Leading companies such as Nike, Toyota, and Siemens are prioritizing sustainable innovation in their business models, setting an example for others to follow. In this Sustainability training presentation, you will learn key concepts, principles, and practices of sustainability applicable across industries. This training aims to create awareness and educate employees, senior executives, consultants, and other key stakeholders, including investors, policymakers, and supply chain partners, on the importance and implementation of sustainability.
LEARNING OBJECTIVES
1. Develop a comprehensive understanding of the fundamental principles and concepts that form the foundation of sustainability within corporate environments.
2. Explore the sustainability implementation model, focusing on effective measures and reporting strategies to track and communicate sustainability efforts.
3. Identify and define best practices and critical success factors essential for achieving sustainability goals within organizations.
CONTENTS
1. Introduction and Key Concepts of Sustainability
2. Principles and Practices of Sustainability
3. Measures and Reporting in Sustainability
4. Sustainability Implementation & Best Practices
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2. 1
Expert Webcast is a sophisticated source of expertise for the
professional and the business communities locally, nationally and
cross-border.
Producing the industry’s leading webcast panels covering corporate,
M&A, restructuring and finance topics, Expert Webcast features
foremost experts in law accounting and finance, and addresses timely
and relevant issues faced by general counsel, C-level executives,
boards of directors, business owners and their advisors, as well as
institutional investors.
We welcome you to join our upcoming video webcasts or visit our on-
demand library to access recorded programs: www.expertwebcast.com.
3. 2
MODERATOR: Alexander B. Kasdan, Senior Managing Director,
DelMorgan & Co., brings more than twenty-five years of senior-level Wall
Street advice to middle market companies, entrepreneurs and institutional
investors. He has extensive experience in investment banking, corporate law
and restructuring at world’s leading firms, including Credit Suisse First Boston,
O’Sullivan Graev & Karabell LLP (now O'Melveny & Myers LLP), Battle
Fowler LLP (now Paul Hastings LLP) and Schlumberger Ltd., and as a
founding partner of Convergence Capital Partners. Alex has worked on more
than 100 domestic and cross-border transactions in North America, Europe and
Africa.
Alex is a Senior Advisor to Governance and Transactions LLC, an advisory firm
established in 2003 by Mr. James L. Gunderson, former Secretary and General
Counsel of Schlumberger Limited, to assist boards, management and owners
with corporate governance, compliance, structuring and strategic transactions.
Alex is a frequent moderator and an interviewer at Expert Webcast roundtable
discussions attracting business leaders and leading professionals from around
the world.
Alex graduated magna cum laude from Middlebury College with a B.A. degree
in Economics and Italian and was elected to Phi Beta Kappa during his junior
year. In addition, he holds a J.D. degree from Columbia University Law School
and has studied at the University of Florence in Italy.
100 Wilshire Blvd.
Suite 750
Santa Monica, CA 90401
+1 310 980 1718 mobile
+1 310 935 3826 office
ak@delmorganco.com
www.delmorganco.com
4. 3
Speaker: Hon. Robert E. Gerber joined Joseph Hage Aaronson in 2016 upon his retirement
from the federal bench, having served, for 15 years, as a United States Bankruptcy Judge in
the Southern District of New York. He now offers services in bankruptcy and commercial
expert testimony, fiduciary work, arbitration, mediation, and consulting. During his tenure as a
federal bankruptcy judge, he presided over a wide variety of complex cases—with 10 cases with
over $1 billion in debt and many more with over $100 million in debt--including PSINet, Ames
Department Stores, Global Crossing, Adelphia, ABIZ, Basis Yield Alpha Fund, Lyondell
Chemical, BearingPoint, DBSD North America, Chemtura, Pinnacle Airlines, Houghton-Mifflin
Harcourt and General Motors. He was named as one of the nation’s outstanding bankruptcy
judges six times.
The Almanac of the Federal Judiciary noted that “Judge Gerber ha[d] held the reins on a host of
complex filings that required court sessions stretching into the small hours of night, including the
blockbuster General Motors case and the bankruptcies of Lyondell Chemical and cable company
Adelphia,” and that his caseload carried “a collective price tag of over $1 trillion.”
Judge Gerber earned a B.S. degree in industrial engineering, with high honors, from Rutgers
University (from which he graduated in 1967), and a J.D. degree, magna cum laude, from
Columbia Law School, from which he graduated in 1970, and where, among other things, he was
a James Kent Scholar. Before going on the bench, he practiced with the firm of Fried, Frank,
Harris, Shriver & Jacobson, in New York City, specializing in securities and commercial
litigation and, thereafter, bankruptcy litigation and counseling. He served in the United States
Air Force from 1971 to 1972, as a First Lieutenant, serving in the areas of military procurement
and production and legal assistance to Air Force personnel and their families.
Judge Gerber is an Adjunct Professor of Law at Columbia Law School, where he has taught
Columbia’s Advanced Bankruptcy Seminar since 2012. He also is a contributing author
to Collier on Bankruptcy, and a Fellow of the American College of Bankruptcy.
485 Lexington Avenue
30th Floor
New York, NY 10017
+1 (212) 407-1212
rgerber@jha.com
www.jha.com
5. 4
Speaker: Frank A. Oswald is a partner at Togut, Segal & Segal LLP in
New York. He has more than 30 years of restructuring experience and has
represented the interests of chapter 11 debtors, creditors’ committees,
trustees, distressed investors, plan administrators and other parties in the
fields of health care, automotive, real estate, retail, transportation,
professional services, energy and the environment.
Mr. Oswald’s representative cases include Toisa Limited, SunEdison,
Avaya, Aeropostale, Chrysler, General Motors, Enron, American Airlines,
Eastman Kodak, Tower Automotive, Saint Vincents Catholic Medical
Centers, Cabrini Medical Center, Our Lady of Mercy Medical Center,
Forum Health, Sound Shore Medical Center, N.Y. Westchester Square
Medical Center, Grubb & Ellis and Loehmann’s Department Stores.
Mr. Oswald is a member of: the U.S. Bankruptcy Court EDNY Chapter 11
Lawyers Advisory Committee; New York City Bar Association
Bankruptcy Committee; Board of Turnaround Management Association
(New York Chapter); a member of the Healthcare Committee of ABI; and
several other restructuring and insolvency law-related organizations.
Frank holds a J.D. from New York Law School and a B.B.A., cum laude,
from Baruch College, City University of New York.
One Penn Plaza, Suite 3335
New York, NY 10119
212-594-5000
frankoswald@teamtogut.com
www.teamtogut.com
6. 5
Speaker: Michael P. O’Neil is Chair of the Restructuring and
Bankruptcy Practice Group and Partner at Taft Stettinius &
Hollister LLP, a 130 year old law firm with 450 lawyers in 6 Midwest
cities. He works out of the firm’s Indianapolis and Chicago offices,
helping borrowers, secured lenders, asset buyers, creditors and other
stakeholders involved in distressed situations, refinancing, workouts and
chapter 11 bankruptcy cases. He has also represented creditor committees
(or individual committee members in larger cases) in chapter 11
bankruptcy cases, as well as chapter 7 trustees and receivers.
Michael handles matters in a diverse range of industries, including
technology, machinery dealers, hotel/hospitality, service providers,
manufacturers, real estate developers and agriculture, among others.
Michael received his undergraduate degree from Marquette University
and earned his J.D. from the University of Michigan Law School. He is
about to wager a significant portion of his 2018 lunch money on the
Maize & Blue in this year’s NCAA tournament, the 20th anniversary of
Bo Schembechler’s famous tournament quote, after firing head coach Bill
Frieder, who had announced he was leaving U-M just before the
tournament: “a Michigan man is going to coach the Michigan team.”
One Indiana Square
Suite 3500
Indianapolis, IN 46204
317-713-3561
moneil@taftlaw.com
www.taftlaw.com
7. 6
Panelist: Michael M. Ozawa is a Managing Principal of EMA Group / Enterprise
Management Advisors. He has more than 25 years of experience in restructuring and
bankruptcy, transaction / M&A advisory and forensic accounting matters.
Prior to EMA Group, Michael was a partner in Business Recovery Services practice at
PricewaterhouseCoopers’ and also a senior managing director at FTI. He is a Certified
Insolvency & Restructuring Advisor (CIRA), a licensed Certified Public Accountant with a
financial forensics specialization credential (CPA/CFF), a Certified Global Management
Accountant (CGMA) and a Certified Fraud Examiner (CFE).
Michael has led numerous out-of-court restructurings and bankruptcies engagements
representing the company, the debtor, equity holders, secured lenders, unsecured creditors’
committees, unsecured debt holders, trustees and receivers. Some of the issues addressed
and solutions implemented involved liquidity, solvency, cash flow projections and business
plan reviews. The businesses ranged from private enterprises with annual revenues of $20
million to public entities with revenues in excess of $2 billion.
His experience spans a diverse range of industries, including retail, consumer products and
services; restaurants; software; manufacturing; distribution; healthcare; business services;
real estate and financial services industries. He has advised on public and private
transactions involving platform acquisitions, add-on and tuck-in acquisitions, business
segment carve-outs, bankruptcy auction processes (“363 sales”), mergers and industry
consolidations. Michael’s clients include secured and unsecured lenders, private equity
sponsors, unsecured creditors’ committees, trustees, receivers and “governmental”
agencies.
He earned his Bachelor of Arts in economics-business from the University of California at
Los Angeles.
601 S. Figueroa Street,
Suite 4050
Los Angeles, CA 90017
mozawa@ema-group.com
www.ema-group.com
213-705-9339
8. 7
Panelist: Neil Morganbesser is co-Founder and President & CEO of
DelMorgan & Co. where he provides senior leadership within the firm
and helps oversee all client engagements. Mr. Morganbesser has over
27 years of experience providing financial and strategic advice to a full
range of clients, including entrepreneurs, large corporations,
governments, family businesses, private equity funds, and special
committees of public companies.
Until May 2008, Mr. Morganbesser was the head of West Coast and
Asia Mergers & Acquisitions at Bear Stearns & Co., as a Senior
Managing Director based in Los Angeles. Prior to joining Bear Stearns
in May 2001, Mr. Morganbesser was an investment banker in the
Mergers, Acquisitions and Restructuring Department at Morgan Stanley
(in New York and Los Angeles). From 1990-1993, Mr. Morganbesser
was a corporate and M&A attorney at Wachtell, Lipton, Rosen & Katz.
Mr. Morganbesser graduated with an A.B. magna cum laude in Applied
Mathematics / Economics from Harvard University (Phi Beta Kappa) in
1986 and received his J.D. and M.B.A. degrees (Order of the Coif, with
honors) from Stanford University in 1990.
100 Wilshire Blvd.
Suite 750
Santa Monica, CA 90401
(310) 319-2000
nm@delmorganco.com
www.delmorganco.com
9. 8
MAJOR TOPICS
• Summary of Section 363 sale
• Effects on different stakeholders, benefits and burdens
• Debtor v. creditor strategies
• Traditional restructuring v. sale
• Auction and sale process
• Non-profit debtors – hospitals
• “Stalking horse” and insider bidders
• “Melting ice cube” theory
• Impact of the General Motors Chapter 11 filing
• Credit bidding – Fisker and progeny
• Bid chilling
• Making the process more efficient