Nordic M&A and Private Equity Forum

STOCKHOLM, 2017



  • Setting the agenda for cross-border acquisitions & financing for Nordic companies

    • 19:00

      Opening Dinner with Guest Speaker - 22 March

      Join fellow delegates at the opening networking dinner at Opera Terra at OperaKallären for an evening of networking and entertaining ahead of the forum.

      £110 including champagne reception, three course meal, wine and coffee and can be added to your registration at the point of booking.

      Please add this to your registration when booking online or contact clare.hope@mergermarket.com to inquire about availability.


    • 08:30

      Registration & coffee

    • 09:00

      Chair’s welcome remark

      Kasper Viio
      Kasper Viio
      Corporate Development Executive, Acuris Global
    • 09:10

      Keynote welcome address: Starting, growing and selling a business in an age of innovation

      • Dealing with high growth companies
      Jonas  Kjellberg
      Jonas Kjellberg
      Co-creator of Skype, Venture Capitalist and former head of Kinnevik online investments at Zalando
    • 09:40

      Panel: The Nordic dealmaker's outlook

      • Outlook of deal activity in the Nordic region and beyond
      • Key factors influencing corporate and investor confidence
      • Deal drivers for the year ahead and what are the expected emerging markets?
      • Cross-border deals trends – Where are the acquirers coming from and what sectors are they acquiring?
      • Sector focus – which have seen the most activity and which are appealing for the panellists?
      • Outlook for IPOs in the next 12 months


      Per-Olov Bergström
      Per-Olov Bergström
      Managing Director and Head of Nordic Region, Rothschild
      Johan Rosenberg
      Johan Rosenberg
      Partner and Head of M&A, PwC Sweden
      Alireza Etemad
      Alireza Etemad
      Partner & Head of the Swedish/Finnish Mid-Cap Investment Team, IK Investment Partners
      Erik  Tregaard
      Erik Tregaard
      Managing Director, Morgan Stanley
      Mika Herold
      Mika Herold
      Director & Head of Nordic Upper Mid-market Buyouts , Bridgepoint
      Mikkel Stern-Peltz
      Mikkel Stern-Peltz
      Senior reporter (Nordic & CEE), Unquote
    • 10:15

      Fireside Chat: Leadership during a complex and transformational deal

      • A CEO will share his lessons learned from a recent transaction
      • Focus on how value will be created and challenges faced
      • How do leadership teams capitalise on an industry-defining merger for their business?
      • Klaus-Anders will share his lessons learned from one such transaction


      Klaus-Anders Nysteen
      Klaus-Anders Nysteen
      CEO, Lindorff Group
      Kasper Viio
      Kasper Viio
      Corporate Development Executive, Acuris Global
    • 10:35

      Networking coffee

    • 11:05

      On-Stage Q&A: The future of Nordic financing

      • Mid-cap focus – Market update and an outlook to financing
      • What economic issues have affected banking and financing?
      • What financing alternatives are available?
      • How can financiers position themselves in the market?
      • Who should banks be collaborating with?
      • Will we see more banks restructuring or divesting their divisions in 2017?
      • Are large-cap deals on the horizon?
      Magnus Lindquist
      Magnus Lindquist
      Co-Managing Partner, Cordet Capital Partners
      Johan Hultner
      Johan Hultner
      Managing Director, RBS
      Simon Moeller
      Simon Moeller
      Nordic Reporter, Debtwire
    • 11:40

      Presentation: Attractive M&A Targets - what do buyers look for?

      • Can an analysis of financial measures, such as growth, size, profitability, leverage, liquidity and valuation provide insights into which companies are likely to become acquisition targets?
      • How do these measures differ for private vs. public targets?
      • And what is the relative importance of these measures in predicting the probability of a company becoming an acquisition target?


      This presentation, based on a 23-year study of 34,000 firms and 14,000 deals by Cass Business School and Intralinks, seeks to answer these questions, revealing how the financial characteristics of companies correlate with M&A activity in often unexpected ways.

      Philip Whitchelo
      Philip Whitchelo
      Vice President for Strategy & Product Marketing, Intralinks
    • 12:00

      On stage Q&A: The rise of Chinese buyers – What is the driving force?

      • Success stories of an Asian firms investing into the Nordic region
      • What size companies are looking to invest in the Nordics and which sectors are appealing?
      • Nordic tech sector focus – have the valuations in the region been a catalyst for investments?
      • Why the Nordics and where else are Asian buyers looking to acquire?


      Heiko von Dewitz
      Heiko von Dewitz
      Managing Partner, AGIC Capital
      Catherine Ford
      Catherine Ford
      Editor-at-Large, Mergermarket
    • 12:20

      Networking lunch

    • Corporate Stream

    • 13:20

      On stage Q&A: Boom in carve-outs and divestments

      • Positive reasons to carve-out / divest a unit and how to create value doing so?
      • What to think about during a carve-out?
      • Divestment success stories and lessons learned
      • Are more spin-offs on the horizon?


      Thomas Fossum
      Thomas Fossum
      Partner and Head of M&A Integration & Carve-out, PwC
      Bengt Claesson
      Bengt Claesson
      Head of strategy, M&A and Business Control, NCC AB
      Kasper Viio
      Kasper Viio
      Corporate Development Executive, Acuris Global
    • 13:55

      Panel: Effective strategies for deal execution

      • What are the emerging trends of the current due diligence processes in the Nordic region?
      • How can buyers seek to understand, price and mitigate less familiar risks?
      • Techniques for sell-side and buy-side due diligence processes to maximise value
      • The future of insurance for Nordic deal processes


      Michael Juhlin
      Michael Juhlin
      Partner, Delphi
      Crispin Vicars
      Crispin Vicars
      Senior Director – M&A, Nokia
      Tomas Therén
      Tomas Therén
      Managing Partner, Procuritas
      Dennis  Froneberg
      Dennis Froneberg
      M&A Manager - Senior Underwriter - Mergers & Acquisitions Financial Lines, AIG Europe Limited
      Auri Aittokallio
      Auri Aittokallio
      Nordics Reporter, Mergermarket
    • 14:30

      Networking coffee

    • 15:00

      Panel: The deal making questions for corporates

      • How to choose an advisor and common mistakes made - is that advisor really best choice for that particular deal?
      • How often do you really make deals?
      • How do you choose a deal that will really make an impact?
      • How to choose your strongest board members?
      • Does your board need a Tech expert?
      • Best practise for getting deals done
      Ulf-Henrik Kull
      Ulf-Henrik Kull
      Senior Partner, Avance
      Crispin Vicars
      Crispin Vicars
      Senior Director – M&A, Nokia
      Fredrik Vom Hofe
      Fredrik Vom Hofe
      Group Senior Vice President, Business Development, IFS
      Morten Pettersen
      Morten Pettersen
      CEO Nordic region, Burson-Marsteller
      Kasper Viio
      Kasper Viio
      Corporate Development Executive, Acuris Global
    • 15:35

      Presentation: Flight risk in M&A - The art and science of retaining talent - Preview of Mercer’s 2017 research report

      • Mercer uncovered an overwhelming marketplace demand for benchmark data on retention programs and how they drive deal value in last year’s research report on People Risks in M&A Transactions.
      • As a result, Mercer launched a global research effort to learn more about how retention incentives and transaction bonuses are used to retain key talent after a deal — a critical component in protecting the value of most transactions.
      Adam Rosenberg
      Adam Rosenberg
      Partner and M&A Leader for Europe, Mercer
    • Private Equity Stream

    • 13:20

      Panel: Private equity exit opportunities

      • Positives and negatives of portfolio maturity
      • Using IPO’s as an exit route successfully
      • Ideal dual tracks procedures used
      • The importance of effective valuations
      • IPO insurance, advising on the risks – Latest trend on W&I insurance and how to work on a dual-track process
      • Who can be insured and why is Denmark more insured than Sweden?
      Jan Johan Kühl
      Jan Johan Kühl
      Managing Partner, Polaris
      Cato Haug
      Cato Haug
      Partner, Herkules Capital
      David Lillo
      David Lillo
      Nordic Practice Leader – Private Equity and M&A, Marsh
      Catherine Ford
      Catherine Ford
      Editor-at-Large, Mergermarket
    • 13:55

      Panel: Direct or indirect investment in infrastructure

      • Are infrastructure funds or institutional investors’ best placed to manage infrastructure assets?
      • How best should institutional investors approach investing in infrastructure investment?
      • What challenges face institutional investors wishing to execute a direct infrastructure investment?
      • What risk exposure are institutional investors and infrastructure fund managers looking for?
      • Where will institutional investors and infrastructure funds be successful.
      • Are institutional investors ready to start off loading assets in 2017?
      Ville Poukka
      Ville Poukka
      Partner, Head of Infra, CapMan
      Jesper Karpsen
      Jesper Karpsen
      Vice President, Business Development, Vattenfall Distribution
      Scott Moseley
      Scott Moseley
      Partner, 3i
      Dermot McCloskey
      Dermot McCloskey
      Co-Head of Research, Inframation Group
    • 14:30

      Networking Coffee

    • 15:00

      On-Stage Q&A: Growth opportunities and value creation through inbound investments

      • The speakers will discuss  their appetite for recent deals in the region and their recent investments in Joe & The Juice and Hemnet
      • Identifying the right targets to invest in and managing the risks
      • How to ensure value creation with minority stake investments
      • Strategies for growth – how to successfully take investments into new markets and expand globally
      Chris Caulkin
      Chris Caulkin
      Principal, General Atlantic
      Melis Kahya
      Melis Kahya
      Vice President, General Atlantic
      Mikkel Stern-Peltz
      Mikkel Stern-Peltz
      Senior reporter (Nordic & CEE), Unquote
    • 15:35

      Panel: Sector Focus - Healthcare deal activity and outlook for 2017

      • What’s going to happen to the healthcare sector in 2017?
      • Private equity recent success story on a recent healthcare investment


      Markus Sjöholm
      Markus Sjöholm
      Head of CapMan Buyout, CapMan Buyout
      Rasmus Molander
      Rasmus Molander
      Partner, Adelis Equity Partners
      Ragnar Hellenius
      Ragnar Hellenius
      Partner & Head of Nordic Region , PAI Partners
      Marja Aarnio-Isohanni
      Marja Aarnio-Isohanni
      CEO, Esperi Care
      Aarne Aktan
      Aarne Aktan
      CEO, Pihlajalinna
      Petri Heikkila
      Petri Heikkila
      Director, Nordic Healthcare Group
    • 16:10

      Chair’s closing remarks & networking drinks



Video highlights from the 2016 Agenda:

2016 Presentation Slides:

2016 Reports: