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 |
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| 1030-1150 |
HOW OTHERS DO IT – SUCCESSION MODELS |
| 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 |
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| 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 |
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| 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 |
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| 1330-1345 |
COFFEE BREAK |
| 1345-1405 |
INSURANCE WORKSHOPS – HOW TO WISELY INSURE |
| 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 |
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We kindly invite representatives of investment funds, family companies, Legal Department directors, specialists responsible for transactions, M&A advisors, and banks’ Investment Departments. |
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Due to the limited number of seats, the organizers reserve the right to verify the participation applications. |
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Participation in the conference is possible after receiving the application approval. |
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Participation in the conference is free of charge. |
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| When: 1 October 2019 8.30 – 9.00 Registration 9.00 – 14.30 Meeting 14.30 – 16.00 Lunch |
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| Where: Sofitel Warszawa Victoria Królewska 11 Street, Warsaw Room: Belweder |
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