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Current Hot Topics in Asset Manager M&A

Current Hot Topics in Asset Manager M&A

Overview


Join McDermott Will & Schulte for an insightful program exploring the latest trends and market forces driving activity in asset manager M&A. Hear from lawyers, advisors, and industry founders as they share firsthand perspectives on achieving successful transactions and navigating an evolving deal landscape.

The program will feature two dynamic panel discussions that will cover legal, market, and founder perspectives on executing asset manager M&A transactions, followed by a networking reception with cocktails and hors d’oeuvres, overlooking the breathtaking New York City skyline.

Register today. 

Agenda


***All times in EST

4:00 – 4:45 pm
Key legal issues in asset manager M&A deals: What you need to know

Discover the key legal, tax, and regulatory factors asset managers must consider in connection with a sale.

Speakers

  • Philippe Benedict, Partner, McDermott Will & Schulte
  • Allison Bernbach, Partner, McDermott Will & Schulte
  • Ben Kozinn, Partner, McDermott Will & Schulte
  • David Nissenbaum, Partner, McDermott Will & Schulte
  • Lauren Troeller, Partner, McDermott Will & Schulte

4:45 – 5:30 pm
M&A insights from the front lines: Founders and advisors on today’s market

Gain firsthand insight into the sale process from both sides of the table, as a founder and an advisor discuss how to prepare for a transaction, choose the right acquirer, and achieve a successful outcome in today’s dynamic M&A environment.

Speakers

  • Kevin Griffin, Managing Partner, CEO & CIO, MGG Investment Group
  • Ben Kozinn, Partner, McDermott Will & Schulte
  • Matthias Kristol, Global Head of Wealth & Asset Management, Jefferies

5:30 – 7:00 pm
Networking cocktail reception

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