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: email@example.com | until 24 September 2019
REGISTRATION / COFFEE
|prof. dr hab. Maciej Stradomski – Chairman of the IBR (Family Business Institute) Program Board|
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
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
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
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
INSURANCE WORKSHOPS – HOW TO WISELY INSURE
|Małgorzata Splett – FINPRO Department Director (financial and professional insurance) and PEMA (mergers and acquisitions), Marsh Polska|
TAX WORKSHOPS – M&A TRANSACTIONS AS TAX SCHEMES, FIRST NOTIFICATION ISSUES
|Magdalena Zasiewska – Tax Advisor, Head of Taxes, JDP|
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.
1 October 2019
8.30 – 9.00 Registration
9.00 – 14.30 Meeting
14.30 – 16.00 Lunch
Sofitel Warszawa Victoria
Królewska 11 Street, Warsaw