Learn about the latest M&A trends and deal drivers across CEE for the year ahead

04 April 2019

Palais Ferstel
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  • 08:30

    Registration and coffee

  • 09:00

    Chair’s welcoming remarks

  • 09:10

    Panel: What’s the CEE outlook impact on M&A and ECM?

    Stable growth has encouraged several lucrative deals across the region despite protectionist rhetoric in some countries. Foreign investors have remained interested in the maturing market doubling figures compared to 2017. 

    • Can the region continue to rely on the deal flow of smaller transactions? Will consolidation drive any megadeals?
    • How are changing demographics affecting which sectors to watch and how can investors take advantage of this? 
    • How are CEE businesses responding to the protectionist rhetoric from China, Brexit-UK and the Trump administration?
    • How is the diversity of the region impacting M&A activity? Which countries continue to be a target for investors?
    • What financing opportunities are available to high-risk projects? Are investors still investing in debt funds or they prefer big corporates? 
  • 09:45

    Panel: Sector spotlight – Consumer, Food & Retail

    The consumer, food and retail sectors have seen increasing investment in the past year as one the most active and lucrative industries in CEE for investors. This session will focus on deal opportunities in the consumer, food and retail space in CEE, highlighting some successful transactions such as the Zabka Polska deal. 

    • Where do investors see key opportunities and what activity can we expect in the year ahead in these sectors? 
  • 10:20

    Keynote Presentation: CEE M&A Landscape

    This keynote speech will cover the current economic environment in CEE markets, giving an overview on the latest M&A transactions and the future ones.

  • 10:50

    Morning networking break

  • 11:20

    Panel: Financial Services

    In 2018, dealmakers and private equity firms looked into the insurance, fintech, regional bank and asset management subsectors for some of the best M&A opportunities. What’s the CEE outlook for 2019? Finance professionals will discuss the M&A trends in the CEE financial institutions sector.

    • What are the key trends expected in FIG M&A in 2019? 
    • Is the current stock market environment conductive to PE exits for FIG assets in CEE?
    • Discussion of the current regulatory environment in CEE and its impact on FIG M&A.
  • 11:55

    Case Study: Pet Centar: a roll up strategy in pet supplies in CEE

    This case study will explore how private equity firm Rohatyn engaged their roll-up strategy in CEE in pet supplies after acquisitions in Croatia, Slovenia and Romania.

  • 12:25

    Fireside Chat: Searching for the CEE Unicorn?

    The CEE region is playing catch up to the rest of Europe in the start-up sector. However, the Baltic countries, particularly Romania with UIPath, are reporting high levels of technical talent and increasing levels of start-up funding. The number of big funding rounds over the last two to three years has increased too. 

    • What are the opportunities and risk profiles for funds investing in CEE start-ups? Is the absence of meaningful legislation for investors off-putting?
    • Talent versus business – how can the region overcome the void between talent and a lack of VCs with businesses-minded acumen?
    • Is CEE experiencing a wave of digital-era changes that will involve the rest of Europe?
  • 13:00

    Networking Lunch

  • 14:00

    Panel: M&A outlook - The Balkans

    This session will feature the deal activities in the Balkans countries where investors see fresh opportunities. The combined value of M&A deals in Croatia, Serbia and Slovenia continued to grow in 2018. 

    • What is the outlook for Balkans in the next five years? Can they be considered emerging countries? 
    • What sector is more appealing to foreign investors?
    • Which country will take off more than others?
  • 14:35

    Panel: Private equity landscape and exit opportunities

    Private equity activity in the region has been steadily rising, yet the number of family-owned and privately-owned businesses has fallen partly due to succession issues. Exit opportunities are limited with a recent increase in secondary buyouts which are unlikely to deliver outsized returns. 

    • How can GPs optimise fundraising strategies when faced with a small pool of LPs?
    • What opportunities are there for private equity funds with family-owned and privately-owned businesses? How best can GPs work with these businesses?
    • What exit opportunities are there and can secondary buyouts deliver larger than expected returns? What is the outlook for the IPO market?
  • 15:05

    Chair’s closing remarks

  • 15:40

    Conference end and networking drinks