PROGRAM DESCRIPTION
Equity is often one of the most valuable—and most sensitive—components of a merger or acquisition. Whether negotiating ownership percentages, structuring rollover equity, designing management incentive plans, or balancing the interests of founders, investors, and employees, CFOs play a critical role in ensuring equity discussions support both the transaction and the organization’s long-term objectives. This program explores the financial and strategic considerations behind equity share negotiations during mergers, acquisitions, recapitalizations, and private equity transactions. Participants will gain practical insights into valuation methodologies, ownership structures, dilution, incentive alignment, and the financial implications of various equity arrangements. Through real-world case studies and candid discussions with CFOs who have participated in complex transactions, attendees will learn how to navigate equity conversations with confidence while balancing stakeholder expectations and maximizing enterprise value.
KEY TAKEAWAYS
- Understand how equity structures influence the success and long-term value of M&A transactions.
- Learn common approaches to negotiating ownership percentages, rollover equity, earn-outs, and management incentive plans.
- Explore valuation methodologies and how they impact equity allocation during negotiations.
- Understand the financial implications of dilution, capitalization tables, and ownership changes.
- Learn strategies for aligning the interests of founders, investors, executives, and employees throughout a transaction.
- Gain insight into communicating equity decisions effectively with boards, investors, and leadership teams.
- Identify common negotiation challenges and practical approaches to achieving mutually beneficial outcomes.
- Hear lessons learned from CFOs who have successfully navigated complex equity share discussions.
SPEAKERS
Speakers will be announced soon!
EVENT POLICIES AND RESOURCES
Please visit our Events Policies and Resources page for information about chapter leadership, support, CPE, attendance, cancelations and more.
SPONSOR PARTNERS
Thank you to our valued Sponsor Partners. This event is open to members, sponsors, and special guests.
