HomeWebcastLegal Series: Maximizing Profit Through Private Company M&A in 2011
Maximizing Profit Through Private Company CLE

Legal Series: Maximizing Profit Through Private Company M&A in 2011

Live Webcast Date: Tuesday, October 04, 2011 from 12:00 pm to 2:00 pm (ET)
Legal (CLE)Recording

Maximizing Profit Through Private Company

Join us for this Knowledge Group Maximizing Profit Through Private Company Webinar. M&A activity heats up as the economic recovery seems near. Key M&A players are seeing opportunities however they are not without risk.

In order to participate in this market, you need to be aware of the challenges that both the acquirers and buyers of private company face.

The Knowledge Group is assembling a team of experts who will address significant issues surrounding this subject. The following key topics will be aired in this LIVE two-hour webcast:

  • The M&A process: An Overview
  • The Transaction Structure
  • Developing Acquisition Terms
  • Managing M&A Transaction Costs
  • Tax Implications for M&A
  • Cross Border Transactions
  • Insights on M&A Best Practices and Practice Techniques
  • Updates and Issues on M&A

Agenda

Nicholas P. Gruidl, Managing Director, M&A Tax, 
RSM McGladrey

  • Understanding the impact of an M&A transaction on Tax Attributes such as NOLs and credit carryovers
  • Understanding key non-income tax due diligence items affecting every transaction (e.g. non-income related taxes)
  • Understanding common interest limitations needing consideration in a leveraged transaction

Geoffrey C. Cockrell, Partner, 
McGuireWoods LLP

  • Industry-specific trends in healthcare private equity
    • Hospital and physician consolidation
    • Changing dynamics in Medicare and Medicaid reimbursement
    • Evolution of the physician/dentist practice management models
    • The impact of new private equity participants in the healthcare market
    • Continuing pressure on post-closing price protection mechanisms
  • Creative approaches to tax efficient rollover equity

Who Should Attend

  • Managing directors
  • Business Development Executives
  • M&A/deal Executives
  • Investment bankers
  • CFOs
  • Attorneys
  • CPAs
  • Partners/Principals/Associates
  • Private Equity and Corporate Deal Professionals
  • Other Financial Executives who are involved in deal making
  • Other Related/Interested Professionals

Maximizing Profit Through Private Company

Nicholas P. Gruidl, Managing Director, M&A Tax, 
RSM McGladrey

  • Understanding the impact of an M&A transaction on Tax Attributes such as NOLs and credit carryovers
  • Understanding key non-income tax due diligence items affecting every transaction (e.g. non-income related taxes)
  • Understanding common interest limitations needing consideration in a leveraged transaction

Geoffrey C. Cockrell, Partner, 
McGuireWoods LLP

  • Industry-specific trends in healthcare private equity
    • Hospital and physician consolidation
    • Changing dynamics in Medicare and Medicaid reimbursement
    • Evolution of the physician/dentist practice management models
    • The impact of new private equity participants in the healthcare market
    • Continuing pressure on post-closing price protection mechanisms
  • Creative approaches to tax efficient rollover equity

Maximizing Profit Through Private Company

Maximizing Profit Through Private Company

Nicholas P. GruidlManaging Director, M&A TaxRSM McGladrey

Nick Gruidl is a managing director with McGladrey’s Corporate Tax & Transactions practice. Nick has experience working with both publicly held and privately held businesses. Nick’s client service focus is in advising clients and firm personnel on corporate merger and acquisition activity; spin-offs, bankruptcy and debt restructuring, private equity transactions, consolidated group issues; analysis of net operating loss issues, and partnership taxation. Nick develops and delivers internal and external training on corporate tax and transaction related issues. Nick has authored numerous articles for the April Tax Clinic section of the AICPA The Tax Adviser publication in 2007, 2008, 2009, and 2010. Nick also serves as chair of the AICPA Corporations and Shareholders Technical Resource Panel.

Maximizing Profit Through Private Company

Geoffrey C. CockrellPartnerMcGuireWoods LLP

Mr. Cockrell has a wide scope of expertise spanning mergers and acquisitions, senior and mezzanine lending, venture capital investments and private equity fund formation. His mergers and acquisition experience representing private equity and strategic purchasers extends across a diverse number of industries from healthcare and energy to manufacturing and agriculture. His lending experience includes advising both commercial and mezzanine lenders on a wide array of financing transactions ranging from senior asset backed lending to traditional mezzanine structures. He also has extensive experience in earlier stage investment work representing both companies and venture funds in preferred equity and other structures. Mr. Cockrell also has extensive private equity fund formation experience representing scores of private equity, venture and mezzanine funds in their formation and in advising small business investment companies (SBICs) in regulatory and licensing matters.

Practice Areas

  • Mergers & Acquisitions
  • Private Equity & Venture Capital
  • Securities & Corporate Finance
  • Commercial Lending
  • Healthcare

Click Here to Read Additional Material

Maximizing Profit Through Private Company

Course Level:
   Intermediate

Advance Preparation:
   Print and review course materials

Method Of Presentation:
   On-demand Webcast

Prerequisite:
   NONE

Course Code:
   114135

Total Credits:
    2.0 CLE

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About the Knowledge Group

The Knowledge Group

The Knowledge Group has been a leading global provider of Continuing Education (CLE, CPE) for over 13 Years. We produce over 450 LIVE webcasts annually and have a catalog of over 4,000 on-demand courses.

About the Knowledge Group

The Knowledge Group

The Knowledge Group has been a leading global provider of Continuing Education (CLE, CPE) for over 13 Years. We produce over 450 LIVE webcasts annually and have a catalog of over 4,000 on-demand courses.

McGladrey is the brand under which RSM McGladrey, Inc. and McGladrey & Pullen, LLP serve clients’ business needs. Together, they rank as the fifth largest U.S. provider of assurance, tax and consulting services with 7,000 professionals and associates in nearly 90 offices. The two firms operate as separate legal entities in an alternative practice structure. McGladrey & Pullen is a licensed CPA firm that provides assurance services. RSM McGladrey is a leading professional services firm providing tax and consulting services.

RSM McGladrey, Inc. and McGladrey & Pullen, LLP are members of RSM International (“RSMI”). RSM International is the sixth largest network of independent accounting, tax and consulting firms worldwide, with 714 offices in 83 countries, and more than 32,000 people. The member firms of RSMI collaborate to provide services to global clients, but are separate and distinct legal entities which cannot obligate each other. Each member firm is responsible only for its own acts and omissions, and not those of any other party.

“Our commitment to providing clients with quality work and personalized service includes delivering exceptional value, using technology to provide effective legal solutions, and employing a diverse workforce to bring real-world and innovative perspectives to clients.

With approximately 900 lawyers in 19 strategically located offices worldwide, McGuireWoods serves public, private, government and nonprofit clients from many industries including energy resources, automotive, manufacturing, healthcare, technology and transportation, to name just a few, thus meeting clients’ needs from virtually any area of law.” – McGuireWoods LLP

Website: https://www.mcguirewoods.com/

Nick Gruidl is a managing director with McGladrey’s Corporate Tax & Transactions practice. Nick has experience working with both publicly held and privately held businesses. Nick’s client service focus is in advising clients and firm personnel on corporate merger and acquisition activity; spin-offs, bankruptcy and debt restructuring, private equity transactions, consolidated group issues; analysis of net operating loss issues, and partnership taxation. Nick develops and delivers internal and external training on corporate tax and transaction related issues. Nick has authored numerous articles for the April Tax Clinic section of the AICPA The Tax Adviser publication in 2007, 2008, 2009, and 2010. Nick also serves as chair of the AICPA Corporations and Shareholders Technical Resource Panel.

Mr. Cockrell has a wide scope of expertise spanning mergers and acquisitions, senior and mezzanine lending, venture capital investments and private equity fund formation. His mergers and acquisition experience representing private equity and strategic purchasers extends across a diverse number of industries from healthcare and energy to manufacturing and agriculture. His lending experience includes advising both commercial and mezzanine lenders on a wide array of financing transactions ranging from senior asset backed lending to traditional mezzanine structures. He also has extensive experience in earlier stage investment work representing both companies and venture funds in preferred equity and other structures. Mr. Cockrell also has extensive private equity fund formation experience representing scores of private equity, venture and mezzanine funds in their formation and in advising small business investment companies (SBICs) in regulatory and licensing matters.

Practice Areas

  • Mergers & Acquisitions
  • Private Equity & Venture Capital
  • Securities & Corporate Finance
  • Commercial Lending
  • Healthcare

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