EMINAE CEO Forum: Navigating Today’s M&A Landscape

  • February 18, 2025 2:00 PM - 6:00 PM
  • Pyramid Club

    1735 Market Street
    Philadelphia, Pennsylvania 19103
Ticket Price $63.10-$5,160 This event is now over
Description

Eminae CEO Forum: Navigating Today’s M&A Landscape: Essential Strategies for CEOs, Dealmakers, Investors, and PE Professionals

 

Join us for the Eminae CEO Forum in Philadelphia—a dynamic, invite-only event designed for high-level professionals across the M&A ecosystem. This gathering is a must for investors, private equity professionals, and business owners seeking to gain valuable insights and strategies to succeed in today’s competitive M&A landscape.

 

Event Details
 📍 Location: Pyramid Club, 1735 Market St, 52nd Floor, Philadelphia, PA 19103
 📅 Date:  February 18, 2025
 ⏰ Time: 2:00 PM – 6:00 PM

 

About the Eminae CEO Forum

The Eminae CEO Forum is an exclusive educational event designed for CEOs, business owners, and M&A professionals navigating critical transitions. Whether focused on growth, mergers, or exit strategies, this private forum connects you with an elite group of advisors and consultants who provide actionable insights and expert guidance tailored to your unique challenges.

 

At the core of the Eminae Network’s mission is our dedication to empowering leaders with the tools and knowledge needed to navigate the complexities of deal-making. Through dynamic panel discussions and thought-provoking presentations, attendees will gain strategic insights to drive success and maximize opportunities in today’s competitive M&A landscape.


Why Attend?

Our forum offers a unique blend of thought leadership, practical insights, and valuable networking opportunities. With an expert panel of industry leaders, you'll gain clarity on key trends and challenges facing CEOs and dealmakers today and leave with actionable strategies to fuel your M&A success.

 

  • Strategic Deal Structuring: Discover innovative approaches to structuring deals, balancing risk and reward for optimal outcomes.
  • Valuation Insights: Master methodologies for determining value while identifying opportunities to maximize returns and secure a competitive edge.
  • Effective Due Diligence Practices: Learn to navigate potential risks with comprehensive financial, legal, and operational checks to ensure secure and seamless transactions.
  • Tax Policy & Financial Planning for M&A: Understand the impact of recent tax policies and how proactive planning can lead to substantial savings and streamlined transactions.
  • Networking with Industry Leaders: Build connections with top-tier professionals, fostering collaborations that fuel growth and deal-making success.

 

Event Agenda:

  • 2:00 PM - Registration Opens
  • 2:00 PM - 2:40 PM Early Networking and Refreshments
  • 2:45 PM - Program Start
  • 2:45 PM - 2:55 PM Opening Remarks from event host Martha Mistretta of HUB International and Introduction of  Eminae Founder & CEO Kyle Griffith
  • 2:55 PM – 3:55 PM Tax Policy & Financial Planning for M&A Panel

Topics: Tax Policy & Financial Planning for M&A,  The Impact of Recent Tax Policies on Deal Structures, Minimizing Tax Exposure and Maximizing Savings Through Proactive Measures, and Navigating Tax Complexities in Cross-Border Transactions

  • 3:55 PM – 4:25 PM Networking and Refreshments Break
  • 4:30 PM – 5:30 PM Strategic Deal Structuring, Due Diligence & Valuation Insights Panel

Topics: Strategic Deal Structuring, Valuation Insights, and Effective Due Diligence Practices

  • 5:30 PM - 6:30 PM Networking and Refreshments


Key Takeaways and Panel Topics

1. Strategic Deal Structuring

Explore advanced approaches to structuring deals that maximize returns and minimize risk. This session will provide tools to approach deal terms with agility, balancing financial and strategic priorities. Gain insights into innovative deal structures, including stock versus asset purchases, earn-outs, and creative financing strategies, to remain competitive in today’s dynamic market.

 

2. Valuation Insights

Learn how to determine valuations that reflect true business value and position you for success in negotiations. This discussion will explore valuation methodologies considering market trends, synergies, and financial performance. Discover strategies for accurately assessing value while identifying opportunities to optimize returns and secure a competitive edge.

 

3. Effective Due Diligence Practices

Navigate potential pitfalls with best practices in due diligence to ensure smoother, more secure transactions. From comprehensive financial analysis to legal and operational checks, this session will equip you with the knowledge to safeguard your investments and identify risks before they become obstacles. Ensure every transaction is thorough, compliant, and primed for success.

4. Tax Policy & Financial Planning for M&A
Understand the latest tax policies and their impact on deal-making. Learn how proactive financial planning can lead to substantial savings and position your transactions for success under the current regulatory landscape.

 

5. The Impact of Recent Tax Policies on Deal Structures

Recent changes in tax policies have significantly influenced how deals are structured, from stock versus asset purchases to the timing of transactions. This panel will delve into how these policies affect deal terms, financing, and overall transaction strategy, equipping attendees with the tools to adapt to the evolving regulatory M&A industry.

 

6. Minimizing Tax Exposure and Maximizing Savings Through Proactive Measures

Proactive tax planning is essential for preserving value in M&A deals. This discussion will focus on strategies to reduce tax liabilities, optimize deductions, and implement planning measures that maximize savings for buyers and sellers, ensuring a stronger financial foundation for successful transactions.

 

7. Navigating Tax Complexities in Cross-Border Transactions

Cross-border M&A deals bring unique tax challenges, from differing regulatory frameworks to managing withholding taxes and transfer pricing. The panel will address best practices for handling these complexities, ensuring compliance while identifying opportunities to optimize tax outcomes in international transactions.


8.  Building a Robust Deal Team
Connect with trusted EMINAE advisors and build a powerhouse team to support your clients’ transactions. Eminae’s collaborative network brings together expertise across finance, law, and strategic planning.

9. Networking with Industry Leaders
Exchange ideas and insights with other M&A professionals. Whether you’re looking to partner on future deals or seeking expert perspectives, the Eminae CEO Forum offers the ideal environment for high-quality connections.

Who Should Attend?
 

➡️ Business Owners and CEOs exploring growth or exit strategies
➡️ Private Equity Professionals, Investors, Search Funds and Family Office Representatives  seeking to identify opportunties
➡️ Investment Bankers, Business Brokers️, and M&A Professionals including  M&A Attorneys, CPAs, CFOs, Financial Advisors, HR Consultants etc. 

 

Panel Members

Tax Policy & Financial Planning for M&A​ Panel

Strategic Deal Structuring,  Due Diligence  & Valuation Insights  Panel


Secure Your Spot
Spaces are limited, so reserve your place today to connect, learn, and lead in the M&A landscape. Don’t miss this opportunity to gain a competitive edge and enhance your professional network.

Registration

Spaces are limited—reserve your place today!
🎟️ Register Now

 

For questions, contact us at admin@eminaenetwork.com or visit eminae.com
 

We can’t wait to see you in Philadelphia for a transformative afternoon of learning, networking, and strategic insights!

 

THANK YOU TO OUR EVENT SPONSORS AND PARTNERS

PLATINUM SPONSOR

 

 

GOLD SPONSOR

 

SILVER SPONSORS

 

 

 

 

 

 

BROUGHT TO YOU BY:

Date & Time

Tue, Feb 18, 2025 2:00 PM - 6:00 PM

Venue Details

Pyramid Club

1735 Market Street
Philadelphia, Pennsylvania 19103 Pyramid Club
Eminae Network

Eminae Network is an exclusive, membership-based organization that brings CEOs, investors, and elite trusted advisors together. We focus on advising and educating companies on maximizing the value of their exit or acquisition strategies.

Eminae Network is dedicated to providing long-term strategies for organic or acquisition-based growth, helping forward-thinking businesses build value for a successful exit.


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