Middle Market Private Equity and M&A Outlook

October 12, 2017 | Kimpton Hotel Allegro, Chicago

Welcome to the Middle Market Private Equity and M&A Outlook

Join Mergermarket and Donnelley Financial Solutions for an afternoon filled with insight on the latest M&A trends across the market. Enjoy networking with top dealmakers and practitioners while discovering the opportunities and challenges ahead.

    • 03:00


    • 03:30

      Opening Remarks

      Ange  Williams
      Ange Williams
      Chief Marketing Officer, Donnelley Financial Solutions
    • 03:45

      Today's Contours of Middle Market M&A

      Mike  Macakanja
      Mike Macakanja
      Managing Director, J.P. Morgan
      Craig  Clay
      Craig Clay
      President, Global Capital Markets, Donnelley Financial Solutions (moderator)
    • 04:15

      Gaining Ground in the Middle Market

      The M&A deal-making landscape remains as competitive as ever. Strategic acquirers and financial buyers are scouring to find assets at bargain prices, placing a great emphasis on core middle- and lower-market opportunities. In 1Q17, middle-market dedicated funds made up 70% of overall US PE funds, marking the highest count of the decade. Adding to mounting competition in the middle market, family offices are now joining the ranks of bidders in many auctions helping to drive up prices further and reshape the status quo of traditional buyers.

      Delegates will have an opportunity to listen to panelists debate and discuss these issues and more, including but not limited to:

      • What are the risks and rewards in software, industrial & chemical, energy and other sectors garnering middle-market deal makers?
      • What are the different value propositions from family offices, private equity firms and strategic acquirers?
      • How is the growing participation of family offices in auctions changing the middle-market M&A landscape?
      • What opportunities abound in the lower reaches of the US middle market? How are buyers sourcing those deals?
      • How has this new competitive landscape impacted deal valuations? What do the financing structures look like?
      Dave  Gardella
      Dave Gardella
      CFO , Donnelley Financial Solutions
      Michael  Gray
      Michael Gray
      Partner, Neal Gerber Eisenberg
      Gregory W. Hunt
      Gregory W. Hunt
      Chief Financial Officer, Apollo Investment Corporation
      David  Steinkeler
      David Steinkeler
      Director, Baird Global Investment Banking
      Jeff Stern
      Jeff Stern
      Managing Director, Houlihan Lokey
      Daniel  Perez
      Daniel Perez
      Director of Business Strategy, Venue Data Room, Donnelley Financial Solutions (moderator)
    • 05:15

      Closing Remarks

    • 05:20

      Networking & Cocktail Reception

    • 06:30

      Event Concludes


Venue details

Kimpton Hotel Allegro
171 W Randolph St
Chicago, IL 60601