Date: Mon 20 Mar 2023
Venue: QEII Centre, Broad Sanctuary, Westminster, London, SW1P 3EE
8.15am – 9.00am Registration
9.00am – 9.10am Opening Remarks
9.10am – 10.10am The next drivers of strategic M&A
As the M&A market begins its ascent following a challenging 2022, join a panel of experts in discussion with leading global law firm, Eversheds Sutherland as they discuss the current deal environment (valuation and pricing), the themes driving M&A activity in 2023 (in particular protectionism and supply chain) and how to successfully navigate a deal process in the current environment.
- Eric Knai, M&A partner, Eversheds Sutherland
- Anthony Kenny, assistant corporate general counsel, GSK
- Lee Holland, M&A chief counsel, Howden
- Chris Halliday, senior partner M&A, Eversheds Sutherland
- Ceri-Ann Mcgraa, partner, Eversheds Sutherland
10.10am – 11.10am Supercharging legal teams with AI: Automate processes, reduce cost and drive business growth
AI technology is rapidly becoming a critical component for lawyers as they look to maximise resources without increasing cost in challenging and uncertain economic times. Join industry experts in discussion with leading AI company, Luminance, for a panel that explores how AI can be used to supercharge legal teams by automating processes and boosting workflow efficiencies, all while empowering non-legal functions and driving business growth.
- Jaeger Glucina, chief of staff, Luminance
11.10am – 11.20am Coffee Break
11.20am – 12.20pm Converting risk into opportunity: value creation in a volatile deal environment – an expert panel discussion moderated by Aon
The discussion will focus on key challenges which clients and their advisers face executing M&A deals in the current climate, consider strategies for addressing a variety of deal-related uncertainties to enhance and create value and provide a range of insights – from the investment bank, legal and broader advisory perspectives – on the outlook for dealmaking in 2023.
- Andrew Ballheimer, former global managing partner, Allen & Overy LLP
- Anka Taylor, EMEA head of M&A insurance, Aon
- Derek Shakespeare, EMEA chair of M&A, Deutsche Bank
- Dwayne Lysaght, co-head of EMEA M&A, J.P. Morgan
- Moderated by Piers Johansen, managing director, Aon
12.30pm – 1.10pm Virtual Vaults – managing complex due diligence processes in a challenging market
The discussion will help in-house counsel and advisers to identify the current issues and challenges during the due diligence preparation phase in M&A transactions. In this panel, we explain how to make the process work for you, as a buyer or a seller, how to avoid common mistakes and keep control of the M&A due diligence process.
- Jeroen Kruithof, CEO, Virtual Vaults
- Nathalie Tidman, editor, Legal Business
1.10pm – 2.10pm Lunch
2.10pm – 2.40pm Fireside chat presented by Charles Russell Speechlys
- David Coates, partner, Charles Russell Speechlys
- Nathalie Tidman, editor, Legal Business
2.40pm – 3.20pm Fireside Chat: Walking the ESG walk: value creation through sustainability
- Caroline Cormier, corporate development, Upfield
- Luise O’Gorman, global head of ESG transaction advisory, Aon
3.20pm – 3.40pm Coffee Break
3.40pm – 4.40pm Panel 7 presented by Jones Day
- Vica Irani, partner, Jones Day
- Julian Runnicles, partner, Jones Day
- Allesandro Galtieri, deputy GC, Colt
- Mary Bartle, senior M&A counsel, Informa
4.40pm – 4.50pm Closing remarks
4.50pm – 6.00pm Drinks and canapes
Derek Shakespeare, EMEA chair of M&A, Deutsche Bank
Derek Shakespeare is a Managing Director and Chairman of EMEA Mergers & Acquisitions, Deutsche Bank AG, based in London. Derek joined the bank in January 2022 after 12 years at Barclays and has over 30 years of investment banking experience.
Selected transactions include: Advisor to the consortium led by Todd Boehly and Clearlake on its £4.25bn acquisition of Chelsea Football Club; Advisor to Intact Financial Corp. on its £7.1bn breakup bid for RSA Insurance Group PLC and subsequent sale of Codan Denmark; Advisor to Chrysaor Holdings on its $4.3bn merger with Premier Oil; Advisor to Lawrence Stroll and his Yew Tree consortium on its investment in Aston Martin Lagonda, and to Aston Martin Lagonda on subsequent capital raises; Advisor to Abu Dhabi Commercial Bank on its $16.8bn merger with Union National Bank and Al Hilal Bank. Derek has extensive experience of private and public M&A and capital raising including valuation, negotiation and structuring of mergers, acquisitions, disposals and joint ventures.
Derek holds a Master’s degree in Mathematics from the University of Cambridge.
Andrew Ballheimer, former global managing partner, Allen & Overy
Andrew Ballheimer was the global managing partner of A&O, retiring in late 2020. He spent over 35 years practising as a multiple award-winning M&A and capital markets lawyer, working in London, New York and Tokyo and advising multinational corporations and global financial institutions on a wide range of matters.
Following his retirement from A&O, Andrew has joined the boards of UK Government Investments and Factor Law Inc. He is a member of the M&A Global Advisory Board at Aon and a senior adviser at Teneo Strategy Limited. He has been a member of the UK Trade and Business Commission and was a trustee of Moorfields Eye Charity for 12 years. He is also a Visiting Professor.
Piers Johansen, managing director, Aon
Piers has a diverse range of public and private M&A experience, having worked as a lawyer at Norton Rose, Skadden, The Takeover Panel and J.P. Morgan before joining Aon.
Piers co-leads globally professional adviser coverage for Aon’s M&A business, and is responsible for developing and managing relationships with law firms, investment banks and other professional advisers as part of a structured client approach focused on bringing Aon’s diversified capabilities to help create client value and drive deal-related efficiency.
Working in close collaboration with solution line, geography and other client coverage leaders in Aon’s M&A business, Piers helps optimise strategic adviser engagement to originate new business and improve client outcomes.
Anka Taylor, EMEA head of M&A insurance, Aon
Anka is the head of UK and EMEA teams specialising in the design, structuring and placement of insurance products to support buyers and sellers in M&A transactions. Key products include Warranty and Indemnity, Tax Insurance, and other legal contingency policies such as litigation risk
Eric Knai, partner, Eversheds Sutherland
Anthony Kenny, associate general counsel corporate, GSK
Lee Holland, M&A chief counsel, Howden
Lee leads Howden’s global M&A activities from a legal perspective. Howden is an acquisitive insurance intermediary business, completing over 30 acquisitions in the previous financial year with an aggregate EV in excess of £2bn. Lee has been with Howden since January 2016, and has contributed to significant growth through acquisition during that period. He is a corporate lawyer by background.
Jeroen Kruithof, CEO, Virtual Vaults
Vica Irani, partner, Jones Day
Chris Halliday, senior partner M&A, Eversheds Sutherland
Dwayne Lysaght, co-head of EMEA M&A, J.P. Morgan
Caroline Cormier, corporate development, Upfield
Caroline Cormier has 20 years of M&A and Corporate Finance experience, first as an M&A advisor spending 5 years at UBS followed by a decade at J.P. Morgan, advising global CPG clients across public and private markets on acquisitions, divestitures, joint ventures, partnerships/minority stake acquisitions as well leveraged buyouts and various other capital markets transactions.
In 2018, Caroline moved to an in-house role with Tesco Corporate Finance and Strategy. She then joined Upfield in 2019 to set up the M&A/Corporate Strategy function following the acquisition of the business by KKR from Unilever. At Upfield, Caroline is responsible for defining and executing the inorganic strategy to support Upfield’s vision of being a global leader in sustainable and healthy plant-based food. The strategy has been implemented since the creation of the company 4 years ago through a combination of R&D partnerships, minority investments, majority transactions, etc. Caroline also oversees investor relations.
Luise O’Gorman, global head of ESG transaction advisory, Aon
Luise O’Gorman joined Aon recently as the Global Head of ESG Transaction Advisory Services. In this new role, Luise is leading the development and growth of a holistic ESG proposition tailored to M&A and other transactions designed to meet the growing demand for pre-acquisition ESG solutions and post-closing support. Prior to joining Aon, Luise was a management consultant with a career focus in climate risk, the energy transition, renewable energy and sustainability more broadly. Working with PwC, Baringa Partners, and as an independent consultant, she advised Central Government and private-sector companies in the UK and EU, particularly in the Energy and Financial Services industries. Luise was educated at the University of Cambridge and the University of Applied Science in Dresden, Germany.
Julian Runnicles, partner, Jones Day
In association with…
Luminance is the world’s most advanced AI technology for the legal processing of contracts and documents. Founded by mathematicians from the University of Cambridge, Luminance’s AI reads and forms a conceptual understanding of documents in any language. Luminance uses this understanding to augment the spectrum of legal matters, from AI-powered contract drafting, negotiation and review to investigations and eDiscovery. Luminance is used by over 500 customers in 60 countries, including all of the Big Four consultancy firms, a quarter of the world’s largest law firms and multinational organisations.
The here and the now in dealmaking.
Brought to you by Virtual Vaults.
Virtual Vaults is a team of driven and intelligent people who care about your business. We do so by empowering M&A dealmakers with an easily available, secure, and affordable tool to manage the entire M&A lifecycle process. Brought to you as a nifty, extremely easy to use three-stage rocket:
- Workspaces: Prepare your deal with our easy-to-use project management tool
- Data Room: Share the data and communicate via Q&A in our secure data room
- Cloud Archive: Close the deal on an encrypted USB drive with Comfort Letter.
Aon exists to shape decisions for the better — to protect and enrich the lives of people around the world. Our colleagues provide our clients in over 120 countries with advice and solutions that offer them the clarity and confidence to make better decisions to protect and grow their business.
Aon’s M&A and Transaction Solutions team supports corporate, private equity and other financial investor clients by providing advice and/or structuring risk-transfer solutions to enhance their event-driven, growth capital and portfolio opportunities – providing better deal insights and reducing uncertainty, to improve returns.
London with offices across the UK, Europe, Asia and the Middle East. Whether your business operates in a single country or across borders, we’ll put together your perfect team – pulling from our sector and geographical expertise and our partnerships with the best law firms across the world covering 200 legal jurisdictions.”Our firm is headquartered in
Jones Day is a global law firm with more than 2,500 lawyers in 40 offices across five continents. The Firm is distinguished by: a singular tradition of client service; the mutual commitment to, and the seamless collaboration of, a true partnership; formidable legal talent across multiple disciplines and jurisdictions; and shared professional values that focus on client needs. Jones Day regularly ranks among the top law firms for the number of worldwide deals completed. Our global transactions platform, consisting of 400 lawyers across 17 countries, allows us to deploy deal teams that are tailored to the specific needs of each client and each transaction. Clients turn to Jones Day to advise on sophisticated M&A transactions on a regional, national and international level. We have a long track-record advising international and European clients on M&A and private equity transactions, drawing on both the experience of our global network and the full service capabilities of our European offices. We understand our clients’ businesses and structure transactions to address key business concerns, ensuring seamless delivery across practices and geographies.
London, United Kingdom