Ladies and Gentlemen,
We invite you to a meeting with professionals: entrepreneurs, representatives of private equity funds and M&A advisors.
During the second edition of M&A Day organized with the support of the Family Business Institute and the Polish-German Chamber of Industry and Commerce, we will discuss M&A transactions as an alternative to succession in a family business.
We will learn from professionals from Germany, Austria and Switzerland how entrepreneurs from these countries approach M&A transactions as an alternative to succession.
During the meeting, participants will share their experience as to whether the succession of a family business can be an impulse for M&A activities. Short practical sessions create a perfect forum to discuss how to prepare legal due diligence reports, what their goals are, and how to effectively insure transactions. Finally, the first experiences in reporting M&A transactions as tax schemes will be presented.


Conference moderator:  Marcin Chomiuk – Radca prawny [Attorney-at-Law], Partner at JDP

RSVP: E: daniela.otto@jdp-law.pl | until 24 September 2019


 

Program:

 

830-900

REGISTRATION / COFFEE  

900-920

KEYNOTE SPEECH


  prof. dr hab. Maciej Stradomski  Chairman of the IBR (Family Business Institute) Program Board
920-1030

M&A AS AN ALTERNATIVE TO SUCCESSION


  Moderator: Tomasz Stamirowski – Managing Partner, AVALLON MBO
Mateusz Kowalewski – CEO, Hortimex
Piotr Grauer – Director, Deal Advisory M&A, KPMG Advisory
Łukasz Kołodziej – Owner, Viscar
1030-1150

HOW OTHERS DO IT – SUCCESSION MODELS
ON DEVELOPED MARKETS


  Moderator: Zbigniew Jara – Radca prawny [Attorney-at-Law] / Rechtsanwalt, Managing Partner, JDP
Roland Fedorczyk, LL.M. – Director of the Law and Tax Department, Polish-German Chamber of Commerce and Industry
Konstantin Bekos – Commercial Advisor of the Austrian Embassy, Embassy of Austria – Commercial Department
DDr. Bernd Schneiderbauer – Rechtsanwalt [Attorney-at-Law], Partner, BINDER GRÖSSWANG
Dr. Stefan Weinheimer – Rechtsanwalt [Attorney-at-Law], Partner, Orrick, Herrington & Sutcliffe
Dr. iur. Andreas Müller, LL.M. – Rechtsanwalt [Attorney-at-Law], Homburger
1150-1210

COFFEE BREAK

1210-1300

SUCCESSION – IMPULSE FOR M&A ACTION


  Moderator: prof. dr hab. Maciej Stradomski – Member of the Board, CMT Advisory
Ryszard Wojtkowski – Managing Partner, Resource Partners
Jacek Byrt – Partner, Azimutus Associates
Zbigniew Jara – Radca prawny [Attorney-at-Law] / Rechtsanwalt, Managing Partner, JDP
1300-1330

CASE STUDY – LEGAL DUE DILIGENCE: OBJECTIVES, EXPECTATIONS AND METHODS (Red Flag Report, Vendor DD, Confirmatory DD)


  Marcin Chomiuk – Radca prawny [Attorney-at-Law], Partner, JDP
Aleksander Kłak – Member of the Board, Investment and Development Director, Thumos Capital
1330-1345

COFFEE BREAK

1345-1405

INSURANCE WORKSHOPS – HOW TO WISELY INSURE
A TRANSACTION


  Małgorzata Splett – FINPRO Department Director (financial and professional insurance) and PEMA (mergers and acquisitions), Marsh Polska
1405-1430

TAX WORKSHOPS – M&A TRANSACTIONS AS TAX SCHEMES, FIRST NOTIFICATION ISSUES


  Magdalena Zasiewska – Tax Advisor, Head of Taxes, JDP
1430-1600

LUNCH


 

We kindly invite representatives of investment funds, family companies, Legal Department directors, specialists responsible for transactions, M&A advisors, and banks’ Investment Departments.


Due to the limited number of seats, the organizers reserve the right to verify the participation applications.


Participation in the conference is possible after receiving the application approval.


Participation in the conference is free of charge.


 
When:
1 October 2019
8.30   – 9.00   Registration
9.00   – 14.30 Meeting
14.30 – 16.00 Lunch
 
Where:
Sofitel Warszawa Victoria
Królewska 11 Street, Warsaw
Room: Belweder
 
Organizer:

 

 

Co-Organizer:

 

 

 

 

 

Patronage: