Strategies to Ensure a Great Exit

2024 Manufacturing M&A Dealmakers Forum

September 9-10, 2024

Chicago

In the whirlwind world of manufacturing M&A, 2023 was a year of dramatic shifts—from unprecedented highs to unexpected lows. As we look towards the second half of 2024 and beyond, the landscape is rife with questions.

Tailored exclusively for owners, CEOs, and CFOs of industrial manufacturing firms, this one-and-a-half-day event is designed to arm you with the knowledge, strategies, and insights essential for mastering the current and future deal-making environment.

Join an elite gathering of your peers, seasoned dealmakers, and industry thought leaders. Through targeted sessions, panel discussions, and networking opportunities, you’ll gain the insights and tools needed to steer your company towards success in a changing world.

How do you seize the moment to sell or buy? What does it take to not just survive but thrive in this volatile market?

Whether you’re buying or selling, this unique, one-and-a-half-day forum will help you:

This Event is Tailored for Industrial Manufacturing Industry Owners, CEOs & CFOs Who Are Considering:

Dive deep into the world of high stakes dealmaking at the M&A Manufacturing Dealmakers Forum, where unparalleled insights meet actionable strategies. This exclusive event offers a rare glimpse into the trends, tactics, and tools that the industry’s most successful dealmakers employ to significantly enhance shareholder value and secure liquidity. The program format will provide many opportunities to network and discuss issues with fellow CEO dealmakers and expert advisors.

Agenda Highlights

Learn from Experts

General session topics include:

  • The Deal Market in 2025
  • Mastering the Art of the Deal
  • Due Diligence Done Right – Efficiency, Risk, and Discretion
  • Shark Tank – What’s a Winning Deal?
  • Getting the Deal Done: Best Practices for Maximizing Value and Minimizing Deal Risk
Connect with Peers

Participants will have the opportunity to participate in two 25-minute facilitated discussions with options for buyers and sellers. 

Sample of discussion topics:

  • Structuring executive compensation to facilitate an M&A event
  • Raising Debt vs. Selling – understanding bank syndicate and public credit markets and cost of capital
  • Creative structures to bridge the valuation gap
  • Gaining liquidity without a sale
Event attendees listen to a speaker in a small group setting
Dive Deeper into Topics that Matter to You

Participants will have the opportunity to dive deeper into relevant topics led by subject matter experts. Topics may include:

  • Capital/Balance Sheet Management
  • Using Data to Identify Targets and Close More Deals
  • Packaging Your Company for a Sale—and How to Maximize Your Value
  • Considerations for Selling to Private Equity vs. Strategic Buyer vs. Foreign Entity

TICKET OPTIONS

Individual
Owner, CEO, CFO Registration
$1,295$995Rate through May 31
Service Provider
Vendor Registration
$3,295$2,995Rate through May 31

VENUE

Loews Chicago O’Hare Hotel

Roundtable

Strategic Planning Workshop

1:00 - 5:00 pm

Over 70% of Executives Surveyed Agree: Many Strategic Planning Efforts Lack Systematic Approach Tips for Enhancing Your Strategic Planning Process

Executives expressed frustration with their current strategic planning process. Issues include:

  1. Lack of systematic approach (70%)
  2. Laundry lists without prioritization (68%)
  3. Decisions based on personalities rather than facts and information (65%)

 

Steve Rutan and Denise Harrison have put together an afternoon workshop that will provide the tools you need to address these concerns.  They have worked with hundreds of executives to develop a systematic approach that will enable your team to make better decisions during strategic planning.  Steve and Denise will walk you through exercises for prioritizing your lists and steps that will reset and reinvigorate your process.  This will be a hands-on workshop that will enable you to think about your business as you use the tools that are being presented.  If you are ready for a Strategic Planning tune-up, select this workshop in your registration form.  The additional fee of $695 will be added to your total.

To sign up, select this option in your registration form. Additional fee of $695 will be added to your total.

New York, NY: ​​​Chief Executive's Corporate Citizenship Awards 2017

Women in Leadership Seminar and Peer Discussion

2:00 - 5:00 pm

Female leaders face the same issues all leaders do, but they often face additional challenges too. In this peer session, we will facilitate a discussion of best practices and how to overcome common barriers to help women leaders be more effective within and outside their organizations. 

Limited space available.

To sign up, select this option in your registration form. Additional fee of $495 will be added to your total.

Golf Outing

10:30 - 5:00 pm
General’s Retreat at Hermitage Golf Course
Sponsored by UBS

General’s Retreat, built in 1986 with architect Gary Roger Baird, has been voted the “Best Golf Course in Nashville” and is a “must play” when visiting the Nashville, Tennessee area. With the beautiful setting along the Cumberland River, golfers of all capabilities will thoroughly enjoy the golf, scenery and hospitality.

The golf outing fee includes transportation to and from the hotel, greens/cart fees, use of practice facilities, and boxed lunch. The bus will leave the hotel at 10:30 am for a noon shotgun start and return to the hotel after the cocktail reception following the completion of the round.

To sign up, select this option in your registration form. Additional fee of $295 will be added to your total.