Tuesday, January 9, 2024
6:00 PM to 8:30 PM (Eastern Standard Time)
The Elm City Club
155 Elm Street,
New Haven,
Connecticut,
United States
35 people have
already registered for this event.
- Kaydeen Maitland
- Michael Carter
- Richard Izzi
- Kenneth Lerman
- David Albin
- Anthony DeChello
- Wesley Cain
- Thomas Wilkeson
- Matthew Gaul
- Thomas Candrick
- Emily McCarthy
- Thomas Walsh
- Dario Nolasco
- Jillian Anzalone
- Patricia DeLeo
- Hillel Goldman
- Brian Fischer
- Jack Litmer
- Mark LaFontaine
- Alexis Brooks
- Matt Guanci
- Colin McKeon
- Eric Kogan
- Andrew Glassman
- Arthur Mannion
- Randall Mathieson
- Leah Gervin
- Emmett Iheagwara
- Paul Edelberg
- William Murray
- Kevin Palumberi
- Adam Brocklehurst
- Ashley Spinosa
- Robert Feiner
- George Kasper
CLE Program | Free M&A Advice to Lawyers
Speakers: Two veterans of M&A
Speakers
Two veterans of M&A:
Michael Carter, Founder and Managing Partner of Carter Morse & Goodrich, a boutique M&A advisory firm that specializes in representing founder-led and family-held businesses valued between $25 million and $250 million.
Rich Izzi, Partner-in-Charge, Transaction Advisory Services - NY Metro Region at Marcum (13th largest CPA firm) specializing in transaction advisory services, to buy- and sell-side clients including private equity funds, strategic investors and lenders.
Program Description
Michael will uncover issues that business lawyers sometimes neglect in M&A transactions. Being mindful of these issues can help your M&A clients: pursue the right transactions, realize higher valuations, accelerate closings and avoid busted transactions, achieve better terms and enhance relationships between buyers and sellers. Furthermore, he will cover the benefits and risks of rollover equity from a valuation and structure perspective.
Rich will cover pitfalls in agreements related to net working capital and GAAP definitions and make suggestions on drafting and negotiating agreements to help avoid post-closing disputes.
Pactice Note | Executive Order Regulating Investments by “U.S. Persons” into China and Chinese-related Enterprises
Speaker
Paul B Edelberg, Partner, Fox Rothschild
Program Description
President Biden, in August, issued an Executive Order that regulates investments by “U.S. persons” into China and Chinese-related enterprises in certain sensitive technologies involving semiconductor and microelectronic technologies, quantum information technologies, and artificial intelligence (AI) technologies on the basis that such investments could threaten the national security of the United States. Prior to the executive order, the U.S regulated only inbound foreign direct investments through the Committee on Foreign Investment in the United States (CFIUS). This is the first instance of U.S. regulation of outbound foreign direct investment other than through export controls. Congress is also considering more expansive legislation on outbound foreign direct investment. The presentation will discuss the terms and scope of the Executive Order and the proposed regulations.
Schedule
6:00 p.m. Cocktails
6:30 p.m. Dinner and Presentation
Cost
Section Members $40 | YLS Members $20 | Law School Students $15
Registration is required.
CLE Credits
1.5 CT (General)
Parking
318 Temple Street, Gate Code 618#
(parking also available on the street, in the courthouse lot across from Q or
in the lot on Wall street just before Elm City Club's lot on the left-hand side)
**Snow Date of January 16**
Please be aware that photos/recordings may be taken during this event. By registering, and selecting "yes" in the registration form, you consent to the Connecticut Bar Association’s reuse of any image/recording captured at the event of yourself and/or your guests for use in publicity/advertising purposes.