Skip to main content

Strategic Acquirers

Strategic Acquirer Exclusive Forum

Monday, April 29, 2024 • 9:00AM - 2:00PM

Are you responsible for scoping out – and ultimately acquiring – other companies in your industry to maximize the long-term value of your organization?

This exclusive forum, created by your peers, is dedicated to helping you fill your yearly pipeline and conquer the world of strategic acquisition.

Put your company and yourself on the middle market map!

See Who's Attending in 2024

Created for Strategic Acquirers,
by Strategic Acquirers

DealMAX Strategic Acquirer registration offers one of the best overall admission deals.

  • All the dealmakers in one room: experience the full power of the conference by connecting with other investors and bankers in key industry verticals and attending the sessions dedicated to dealmaking.
  • 35+ meetings in three days: plan your connections in advance through ACG Access or find them live at DealMAX.
  • Best Practice Sharing: build valued relationships through candid conversations, interactive roundtables and peer-led panels dedicated solely to middle-market strategic acquisitions.

We’re locking out the competition and talking sourcing strategies, origination tools, market conditions, integration, experiences with M&A Partners, and more.

You’ll be in good company.

Tested Solutions
Best Practices
Valuable Relationships

Strategic Acquirer Forum Agenda

Monday, April 29, 2024


State of Deal Terms in the Market

Join this discussion to hear the latest on what deal teams can expect as they look to transact in today’s environment. Learn the latest on deal terms, deal negotiation tactics and what’s coming down the pike for the rest of 2024. This is a can’t miss session.
Ken Bond
Head of Corporate Development
Joseph Kadlec
Troutman Pepper
Evan Karev
Managing Director
Piper Sandler
Ryan Mullin
Manager of Corporate Development
Rheem Manufacturing
Kison Patel (Moderator)
CEO & Founder DealRoom
Chief Scientist at M&A Science
Juniper Ballroom,
Level 3

Making the Right Acquisition

In tighter market conditions there is less room for error. That’s why it’s more important than ever to be sure you have your bets places on the right target—one that will add value quickly. Join this panel to hear what attributes will likely make a company a good target, what the red flags are when making an acquisition and how to get the most value out of an acquisition from the get go.
Taha Ahmed
Chief Growth Officer
Jeff Giles
Executive Vice President, Corporate Development
Core & Main LP
Jim Lavelle
Managing Director, Head of Corporate Coverage, Industrials
Houlihan Lokey
Jeremy Segal
Executive Vice President Corporate Development
Jim Obsitnik (Moderator)
Chief Executive Officer
Juniper Ballroom,
Level 3
11:00AM & 11:30AM

Roundtable Discussions

Leveraging Data, AI, and Analytics to Improve Performance
Jim Obsitnik
Chief Executive Officer
Trends in Due Diligence
Mark Williams
CRO, America
What Financial Information is Relevant Today when Making an Acquisition
Trent Beckham
Director, Corporate Development
Core & Main LP
Assessing Personnel and Deciding Who to Integrate
Alec Watson
Troutman Pepper
How to Best Assess the Culture and Reputation of a Target Company
Matt Rupp
Troutman Pepper
Overcoming Integration Challenges
Carolin Kubanke
Associate Director, Venture Partnerships
Trends in Post Transaction Integration
Charlie Duval
Director, Strategy and Management Consulting, M&A Advisory
Juniper Ballroom,
Level 3
1:00PM – 2:00PM
Juniper Ballroom,
Level 3
2:00PM – 3:30PM

Solutions Showcase

Solutions Showcase
Open to ALL attendees, this event brings together all value creation professionals for an afternoon of curated M&A Partner demos – all designed to provide solutions for some of the most pressing challenges facing those responsible for driving value creation.

Featured Demos
  • HR: ​​​​Managed
    We understand the unique challenges faced by SMBs and Startups—balancing essential HR tasks while pushing the boundaries of innovation and expansion. Our expansive range of HR services and expertise lifts the burden of HR, so SMBs and startups can redirect their focus where it matters most—growing the business and culture. Learn more about TriNet’s full-service HR solutions: Payroll. Benefits. Risk Mitigation.
    Robert Schwandt, Strategic Partnerships Director, TriNet
  • AI-Powered Sourcing with Intapp DealCloud
    Turn knowledge into value. Join Intapp to learn how our industry-tailored solutions and trusted Applied AI capabilities give dealmakers the best intelligence right at their fingertips, allowing them to do what they do best.
    Drew Baker, Solutions Consultant, Intapp
  • Discover a Better Way to HR – The Human Capital Impact
    Please join Insperity for a discussion on how partnering with the right HR solution can help you reclaim lost time to minimize opportunity costs and soft costs, manage your administrative and payroll expenses, and ensure that your people strategy is aligned with your business strategy so that you can grow your business.
    Emily Hak, Managing Director of Private Capital Markets, Insperity
Juniper Ballroom,
Level 3

Strategic Acquirer Forum Sponsors