Dallas Chapter Private Equity CFO Series | VIRTUAL

 

Creative Transaction Structuring in a Crazy Time

The current pandemic has forced buyers and sellers to reconsider valuation methods, letters of intent, deal structures, representations and warranties – almost everything to reach agreement and close transactions. We will explore some of the creative approaches that dealmakers have used to deal with the impact of the pandemic and how they will move forward.
Brian A. Reed, Partner, Weaver
Steven E. Bartz, Partner, DLA Piper LLP (US)
Robert M. Rough, Managing Director, Telos Capital Advisors, LLC
Kyle Madden, Partner, KLH Capital
Lamar Stanley, Vice President, Gen Cap America
 
Learning Objectives – Participants in this meeting will learn how transaction structures are changing to handle valuation gaps, a lack of commercial bank debt availability, poor financial results, uncertain forecasts and many unknowns.
 

REGISTRATION

This event is open at no charge to FEI Dallas Chapter members, members of other FEI Chapters, and non-members with executive roles in the Private Equity sector.  Pre-registration at the FEI Dallas Chapter website is required for all attendees.
 
This meeting will be held on ZOOM Meeting.  More information and the attendee link will be provided in the auto-confirmation generated once registration is complete.
 

SCHEDULE

4:30-4:40 p.m. Check-in
4:40-5:00 p.m. Breakout Sessions and Networking
5:00-5:50 p.m. Program and Q&A | 1.0 CPE
 

STRATEGIC PARTNERS

CLA Piper
Holmes Murphy
UMB Bank
Weaver
 

CANCELLATION

To cancel a reservation, contact Nancy Ehlers at [email protected].  Forty-eight “business” hours notice is requested for cancellation.  We recognize that plans can change at the last minute; however, as good stewards of our chapter finances we ask your help in controlling expenses due to last-minute cancellations and no‑shows. 
 

CPE CREDIT

This event offers 1 CPE credit to all attendees who meet attendance criteria, i.e., present for the required amount of time and answer the required number of polling questions. 
 
Financial Executives International is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
 
For FEI CPE credits, one credit hour equals 50 minutes according to NASBA guidelines.  Some states boards may differ on how many minutes constitute a credit hour. Contact your state board for more information.
 
Instructional method: Group-Internet-Based
Recommended CPE Credits: 1.00
Experience Level: Basic
Prerequisites/advance preparation: None
 

CONTACT

Nancy Ehlers
FEI Dallas Chapter Webinar Facilitator & CPE Manager
973-903-5068
[email protected] | www.feidallas.org
 

Speakers

Mr. Steven E. Bartz

Partner
DLA Piper LLP

Mr. Kyle Madden

Partner
KLH Capital

Mr. Brian A. Reed

Partner
Weaver

Mr. Robert Rough

Managing Director
Telos Capital Advisors, LLC

Mr. Lamar Stanley

Vice President
Gen Cap America

Credits

1.00 CPE
Basic

Method

group-internet-based

Field

Finance, Technical

Prerequisites

none

National Registry of CPE SponsorsFinancial Executives International (FEI) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

For FEI CPE credits, one credit hour equals 50 minutes according to NASBA guidelines. Some states boards may differ on how many minutes constitute a credit hour. Contact your state board for more information. For more information regarding administrative policies such as complaint and refund, please contact our offices at 973.765.1029.