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Conference

Strategic M&A Conference

05 Jul 2017
Institute of Directors, London

Harnessing the power of business sales and acquisitions

This IoD conference, in association with Avondale, is perfectly timed to harness the power of Strategic M&A and create competitive advantage in today’s complex and rapidly changing global marketplace.
 
Our world is evolving at an exponential rate and globalisation, innovation and emergent technologies are transforming competitive complexity. In an ever-changing corporate landscape, successful leaders recognise that M&A is critical to business strategy – whether acquiring, creating shareholder value, merging or selling.

What you will learn

  • How to create competitive advantage through M&A
  • Value a business and maximise it through strategic planning
  • Understand the importance of brand to increasing value
  • Understand acquirer and seller viewpoints to increase likelihood of success
  • Understand the critical impact of different types of deal structures; both traditional and emerging
  • Manage the financial and legal preparations involved in an acquisition or sale
  • Learn about the growing role of Private Equity in M&A
  • Understand how to secure and deliver the deal to maximise return on investment – before & after the transaction
  • Hear what it is like to expand and sell your business from someone that recently sold their business

Key details

Date & time: 05 Jul 2017 09:00 - 17:00
Location: Institute of Directors, London
CPD Hours:

Prices from

385.00 GBP + VAT - Member rate
485.00 GBP + VAT - Non-member rate

Event manager:
Laura Jumnoodoo
Contact phone:
0207 766 8919

why you must attend

  • Develop a forward-thinking strategy - Why do some companies sell for the highest price, and why are others like Google (with over 180 transactions so far) so successful at buying businesses? Learn about successful M&A business models, cutting-edge M&A technicalities and capabilities as well as the impact of M&A on converging international markets.
  • Cutting-edge insights from the experts - Hear from international thought leaders and innovators who can help you redefine your shareholder value drivers and maximise value on exit or acquisitions. Understand emerging finance, tax, legal and valuation approaches, as well as the increasingly critical role of private equity in mid-tier transactions.
  • Shareholder value - Understand key equity value drivers and how to further enhance and improve your business value in sustainable ways, including understanding brand and multiple influencers.
  • Becoming a trend expert - Anticipate trends and set new goals to put your business one step ahead of the competition in M&A strategy, whether buying, selling or merging. Learn how the four strategic corners of mergers and acquisitions develop better business – through economies of scale, synergy, shareholder value and disruptive plays.

Agenda

9.00am- 9.30am

Registration and coffee

9.30am- 9.40am

Welcome and opening remarks

9.40am- 10.30am

The Importance of Strategic M&A in Today’s Market Including Business Valuations

  • The market today
  • The challenges and opportunities surrounding international M&A today
  • Business valuations
10.30am-
11.10am

Creating competitive advantage through M&A 

  • The importance of competitive advantage
  • The four corners of strategic M&A
  • Acquisition goals
11.10am-
11.30am

Coffee

11.30am-
11.50am
Tax - what business leaders need to know
11.50am-12.10pm

Critical legal aspects of M&A transactions

12.10pm-
12.40pm

Multiple influencers

  • Creating shareholder value
  • The role of brand in value
12.40pm-
2.00pm
Lunch
2.00pm-
2.15pm   

Case study: How I sold my business

2.15pm-
3.00pm

Deal structures

  • Elevator deals
  • Earn outs and deferred
  • Emerging M&A trends
3.00pm-3.30pm

The growing role of private equity in M&A

3.30pm-3.45pm

Coffee

3.45pm- 
4.30pm 

Securing and delivering the deal

  • Research and finding the deal
  • The transaction process
  • Managing the process
  • After the deal integration
  • Case studies
4.30pm-
4.45pm   

Recap and Q&A



Speakers

Emma Cameron, Partner, Veale Wasbrough Vizards

Emma specialises in all areas of corporate finance and acts for businesses, banks and high net worth individuals on share and business acquisitions and sales. She advises on joint ventures, shareholder arrangements, fundraisings and share schemes. Emma is recommended in the latest edition of Chambers & Partners, described by the 2014 edition as being "brilliant and available 24/7", and a client is quoted in the 2015 edition as saying that "she is consistent, thorough and accurately interprets our needs and requirements". Emma is also recommended in the 2016 edition of The Legal 500.


Kevin Uphill, Chairman, Avondale Corporate Kevin Uphill Avondale

Kevin enables business owners to enhance equity value, maximise business sales and acquisitions. He is a successful M&A strategist and has facilitated the sale and purchase of over 400 companies. As well as being an accomplished business strategist he runs a series of thought provoking, content rich and inspirational keynote speeches. In 2015 and 2016 Kevin was awarded “UK Game Changer of the Year” by ACQ Magazine for his outstanding work in business transformation. Kevin is also an author having published, “Buying & Selling a Business for Wealth” (2007), “Navigating the Rivers of Cash” (2015) and “Creating Competitive Advantage” (2016).


Anthony Francis, RockpoolAnthony Francis Rockpool

Anthony has over ten years’ corporate finance and private equity experience. He trained as an accountant with Ernst and Young where he was involved with owner-managed and high growth companies. From here he joined Lloyds Development Capital, the largest UK mid-market private equity house, where he was involved in a number of successful equity investments. He subsequently co-founded ContactEngine, attracting multiple rounds of private funding. At the latest round, he stepped down from the board to join as a partner of Rockpool Investments and has led seven private equity transactions since June 2015.


Myra Forster-van-Hijfte, Vendor of North Downs Specialist ReferralsMyra Forster van Hijfte

Myra is a RCVS and European Specialist in Small Animal Internal Medicine and has been active in the veterinary sector for more than 30 years. She is a Fellow of the Royal College of Veterinary surgeons and has published and lectured nationally and internationally. She co-founded North Downs Specialist Referrals, a Specialist Veterinary Referral Hospital in Surrey, in 2005. The business grew to 75 members of staff and was successfully sold in 2015. Myra also holds the IoD certificate and diploma in Company Direction.


Mark Baldwin, Business Strategist, Avondale Corporate Mark Baldwin Avondale

Mark graduated with an MBA and became the preferred strategy consultant for the Government’s Business Link developing the UK’s most promising SME. When business link was cut Mark moved into a Japanese Multi-national corporation where he led the UK Sales Division, advised on the Global CRM strategy and designed the European marketing strategy across vertical and horizontal propositions. In addition, he structured a new division which led the way in developing a strategy to sell innovative technologies incorporating the internet of things and beacon technology. He joined Avondale to head up the strategy practice where he advises an eclectic mix of companies on strategic M&A’s, management practices and business development. He has a proven track record of creating and implementing business strategies resulting in significantly increased shareholder value.


Mike Cooper, Partner, Moore Stephens Mike Cooper Moore Stephens

Mike has been advising owner-managed businesses SMEs and PLCs and their directors and shareholders on a wide range of business and personal tax matters since 1988. Mike is both a Chartered Accountant and Chartered Tax Adviser. Mike’s specialisms include structural and forward business planning to minimise future tax exposures mergers and acquisition work identifying opportunities to maximise positive cashflows and helping to design personal financial and wealth planning strategies. Mike lectures regularly on tax matters and acts as trustee and executor for various local charities trusts and estates.


Mike Symes, Chief Executive, Financial Marketing Limited Mike Symes Financial Marketing Limited

Mike is a renowned branding strategist and marketing author, with an intimate knowledge of bringing the fight to the competition. A classically educated marketer, Mike’s move into financial services saw him rise quickly to become head of communications for Woodchester Cre´dit Lyonnais, where he set up their in-house agency, then ultimately to become Marketing Director of Bank of New York Financial, before starting his own group of agencies. Mike has a passion for branding and communications, drawing on over 25 years’ top-level experience in transforming organisations and building iconic brands.

Sponsors

Avondale Logo

Whatever your next strategic move – business growth, acquisition or exit – careful preparation and expertise is critical to success. By employing a specialist, you can significantly increase value on exit and return on investment when acquiring.

For nearly 25 years, Avondale has created and maximised business sales, acquisitions and shareholder value – exceeding projected values for hundreds of businesses.

Avondale are the IoD’s preferred provider of Business Sales, Acquisitions and Strategy Services to members. Benefits include:
  • 10% discount on all fees
  • Free strategy meeting
  • Value BuilderTM (as appropriate for business sales only)
  • Free initial business valuation (for business sales only)
  • Confidential advice line

Pricing

Prices from

385.00 GBP + VAT - Member rate
485.00 GBP + VAT - Non-member rate


Location
  • Institute of Directors
  • 116 Pall Mall
  • London
  • SW1Y 5ED