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Full Agenda

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09.00

Registration, refreshments and networking

09.30

Welcome from the M&A Advisor

09.40

BECOMING A LEADER

The captain’s voyage: Leadership within M&A

  • What’s your cargo? Describing your product with structure and clarity
  • What’s your destination? Defining your goals
  • Choosing your route: Picking the easiest and most profitable way to achieve your goals
  • Is your ship seaworthy? Understanding your capabilities, processes and systems
  • Picking your crew: Harnessing the talents of your people, board and external suppliers
  • Running your ship: Instilling the right habits, focus, pace and discipline

Keith Holdt

Director

EQUITY IMPACT PARTNERS


 

10.10

EXCELLING IN M&A

Deal origination & pulling together a deal

  • Scaling up the number and quality of deals
  • Knowing where and how to spot and opportunity
  • Understanding the current buyer/seller demand
    • Exploring the prevalence of M&A auctions
  • Using social and traditional media to source leads
  • The role of crowdfunding and crowdsourcing
  • Understanding the needs of the different sides and stakeholders
  • Creating the post-integration strategy

Panellists:

Liana Logiurato

Global Head of M&A

SYNGENTA

 

Hersh Shah

M&A Director

HALMA

 

Krishna Raman

Head of Corporate and M&A, Group Legal

LLOYDS BANKING GROUP


 

10.50

BECOMING A LEADER

Leadership mindsets within corporate finance:

How different financial eras product different mindsets

  • Exploring the changing mindsets of leaders
  • How leadership has developed wihtin corporate finance over the years
  • Understanding how leaders have affected company culture to achieve their goals
  • Assessing the prevalent leadership styles
    • Pre-industial: Family patriarch, values, customs and traditions
    • Industrial revolution: Individual power and conquest
    • Information & knowledge era: Formal management, master plans and rules & regulations
    • Global finance era: Achievement, biggest, best and winning
    • Millennial era: Sustainability, community and environmentally friendly
    • Multi-systemic: Cognitive, complex and functional

Moderator:

John Grisby

Managing Partner

GREY MATTER GLOBAL

 


 

11.30

Networking break

12.00

EXCELLING IN M&A

The importance of security in data rooms

 

  • Conveying the importance of role of the data room
  • The consequences of providing incomplete data
  • Shaping and formalising disclosure statements
  • The role of the client administrator in setting security rights and access
  • The sensitivity of documents and consequences of data breaches
  • Impact on timescale for the due diligence process

Representative

Representative

DROOMS


 

12.30

BECOMING A LEADER

Becoming an executive athlete:
Applying the skills gained from training with Mo Farah

  • Drawing on three years’ experience as Mo Farah’s training partner
  • Identifying and amplifying the key crossover personality traits:
    • Accountability
    • Discipline
    • Motivation
  • Where do you want to be in 5 years?
  • Knowing what’s holding you back
  • Helping you accelerate your career:
    • Creating a career advancement blueprint

Adam Strong

CEO

ELITE CORPORATE FITNESS


 

13.00

Closing remarks, lunch and networking

14.00

Close of summit
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