Business Owner Breakfast - Navigating the M&A Maze: A Guide for Boards and Owners

Overview

The diligent consideration of mergers and acquisitions (M&A) as a strategic potential for a private company is imperative, irrespective of the board's current contemplation of such transactions. M&A typically triggers changes in the board's composition. While director responsibilities vary by industry and company, they generally encompass duties of care and loyalty under state law, particularly in the context of M&A. Nevertheless, the strategic expansion of the business through M&A and the realization of an exit predominantly drives returns on investments. 

Our forthcoming discussion will address how the board should effectively manage M&A topics, encompassing potential opportunities and risks, alignment with the current strategy, evaluation of the product portfolio, and determining the current market value of the company and its various units, if separable. 

The board may seek guidance from management and advisors on strategic considerations, the existence of processes for potential acquisitions, risk assessment, capital and cost implications, operational changes post-merger, talent integration, technology infrastructure, cultural blending, and the establishment of monitoring mechanisms to gauge the transaction’s overall success.

M&A transactions offer significant advantages such as cost savings, revenue diversification, access to new technology, talent, and skills, improved financial management, and rapid expansion into new markets and customer bases. The board's adeptness in timely responsiveness and reaction to potential opportunities is pivotal to its success in harnessing the benefits of M&A transactions.

Join our business breakfast program discussing the topic "Navigating the M&A Maze: A Guide for Boards and Owners." on June 26th @ 7:00 AM CT alongside a distinguished panel including Cliff Atherton- Managing Director at GulfStar Group, Ian Reynolds, Managing Partner of Thesis Capital and Ionel Nechiti - CEO & Managing Director of Platform Investment. 

Registration

$35 Member Registration
$45 Non-Member Registration

Parking

Visitor parking will be validated only in the TC Energy Building garage. The entrance is at the corner of Capitol and Smith streets.   

Register

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Thank you to our Chapter Sponsors!

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Panelists

Cliff Atherton    Managing Director    Gulfstar Group

Ian J.H. Reynolds    Managing Director    Thesis Capital

Moderator

Ionel Nechiti    CEO & Managing Director    Platform Investment

With 28 years of energy market-focused experience, Mr. Nechiti has a diverse skill set, including returns generation, profit and loss management, strategic leadership, operational excellence, capital sourcing, angel investing, and advisory expertise. He is known for his ability to build high-performing teams, provide trusted advice to executives, and contribute as a board member by designing and executing strategic plans to drive customer engagement and enhance global organizational growth. He is also active in the energy industry, participating in events as a speaker and influencer across various countries. Mr. Nechiti has worked with EY in the energy, industrial, transportation, infrastructure, technology, and healthcare sectors, holding positions ranging from portfolio management to chief financial and strategy officer. His expertise spans supply chain and materials management, distressed debt and restructuring, investment banking, and investment fund management. Recently, Mr. Nechiti has worked with ARAMCO Ventures, Oil and Gas Climate Institute Ventures, and several entrepreneurs to manage investment portfolios in various capacities with Platform Investment. He has introduced innovation, expanded on alternative energy fuels, drove fundraising initiatives, set up endowments, managed global transactions, prepared strategic business plans, assumed board roles, and participated in industry panels and as a keynote speaker on diverse energy topics. Mr. Nechiti holds an MBA from Rice University. He has received accreditations from various institutions, such as Harvard Business School, Stanford University, the National Association of Certified Valuators & Analysts, the Alliance of Merger & Acquisition Advisors, the Body of Expert Licensed Accountants, and the Private Board Association.