Page 11 - TACC 2025 Program

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2:00pm – 3:00pm Shifting Trends in LOI Diligence SPEAKER

2021 may have changed the M&A environment permanently. Matt Klauser
US PE fundraising levels were at or above 10-year highs in 2021 Partner, Transaction
and 2022. Deal count increased 55% in 2021. EBITDA multiple Advisory
Forvis Marars
ranged from an average of 10.4 in 2014-2020 to 13.7 in 2021.
This confluence of factors led to increased risks for buyers,
increased leverage for sellers, and amplified the presence of
pre-LOI diligence prior to a buyer receiving exclusivity. Come
join a discussion about how the M&A process has shifted from
a largely post-LOI diligence period to a straddled period where
buyers are having to compete pre-LOI just to earn exclusivity.

3:00pm – 4:00pm The Forecast for Middle-Market SPEAKER
M&A in 2025 Bob Dunn
Join this interactive roundtable session for an update on how Managing Director
GF Data
2024 closed out, and the trends that will be driving private
equity-backed middle market M&A valuations, leverage levels,
and deal volume in the coming year.

4:00pm – 5:00pm Private Equity Deal Trends SPEAKER

A data-driven view of the fundamental economic drivers of Andy Jones
acquisitions & exits for the private equity market. Managing Director
Private Equity Info

DAY 3: Friday – February 28, 2025

9:00am – 10:00am Technology’s Role in M&A Transactions SPEAKER
as well as Cross-Border M&A Adil Adi
Considerations Allocator &
Founding Principal
Adi Family Office
Hosted by Frost Brown Todd, this session examines the role
of technology in M&A transactions, highlighting its impact on
efficiency and decision-making. It also explores key cross-border
M&A considerations, with a particular focus on insights and
strategies from a family office investor perspective.

10:00am – 11:00am Maximizing M&A Outcomes through the SPEAKER
use of Exit Planning Teams Jeff Hawkins
This session offers an interactive discussion regarding how Partner
Carr, Riggs and Ingram
different service providers can best work together to maximize
the selling outcomes for their client, which in turn increases the
middle market deal sophistication. It will also provide advice on
how to navigate and properly plan to incorporate those other
services providers, including investment bankers, attorneys,
wealth managers and accountants.