Mergermarket M&A Forum Nordics 2023

The must-attend event for the Nordic M&A community!

Radisson Blu Waterfront Hotel, Stockholm

Agenda

08:30 - 09:00
CEST

Coffee and networking

08:30 - 09:10
CEST

Transaction Risk Breakfast Briefing

hosted by Marsh

09:10 - 09:15
CEST

Chair’s welcome remarks

Kasper Viio
Kasper Viio Head of Market Intelligence and New Ventures, ION Analytics
09:15 - 09:35
CEST

Keynote: Is the Nordic region immune to global macro issues?

Our keynote will explore the risk implications of rising interest rates and market volatility and identifying revenue drivers and asset quality across the financial sector. They will also discuss how the macro environment has affected capital markers, the risks and opportunities banks will need to navigate and how investors and advisors should be positioning themselves. 

09:35 - 10:20
CEST

Panel: Global M&A outlook

This session will feature discussion with acquirers that have hit the headlines in the past year including how have lower deal valuations have impacted deal origination and are today’s valuations sustainable in a new inflation and interest environment? 

  • Where are we in the cycle currently? Is it still a sellers’ market or we seeing signs that a shift is underway to a buyers’ world?
  • How are corporates and funds going about identifying possible M&A targets and what tools do they use? 
  • How has the environment for financing deals changed in the past few years and what steps are corporates/advisors taking into account to address these developments?
  • What are some successful strategies buysiders can pursue to win auctions or close deals?
Kasper Viio
Kasper Viio Head of Market Intelligence and New Ventures, ION Analytics
10:20 - 10:40
CEST

On-stage interview: Head of M&A’s 2023 strategy

In a candid on-stage interview, a head of M&A will discuss their plans for growth as well as challenges and opportunities for deal origination and transaction advisory.

Auri Aittokallio
Auri Aittokallio Senior Reporter & Nordics Correspondent, Mergermarket
10:40 - 11:10
CEST

Break and networking

11:10 - 11:50
CEST

Exclusive GP Panel: Challenges and opportunities in an outperforming fund

This session will review the current trends in private equity fundraising, cycle longevity, exit opportunities and valuations. The experts will explain the current landscape of private equity market and why when it feels bad, it’s good and when it feels good, it’s bad. 

  • How should we assess financial sponsor/PE activity in Nordics this year and are sponsors more active on the buyside or are they prioritising exits in 2022?
  • Is the concept of a standardised value creation playbook still relevant?
  • Have global trade buyers overcome their pandemic-driven wariness and how should GPs be positioning companies to ride out a downturn?
  • Do you have a fundraising strategy in place and how will this differ to the last cycle? 
Kasper Viio
Kasper Viio Head of Market Intelligence and New Ventures, ION Analytics
11:50 - 12:10
CEST

On-stage interview: ESG transforming the M&A and Private Equity industries?

In this session, our experts will discuss why ESG has become such a prominent part of the investment agenda in recent years and impact of ESG on M&A practices, ESG reporting and disclosure, and ESG as a source of deals. 

  • Where is all the pressure to invest in ESG coming from and to what extent is ESG transforming the investments in M&A and PE?
  • Where does ESG show up in the dealmaking process? How is the emphasis on ESG in the due diligence process/target search changing over time ans will the ambitions of the "Net zero" drive dealmaking to new heights?
  • What are some best practices PE funds can implement in terms of measuring/quantifying ESG across their portfolios? 
  • What are some examples of ESG-compliant assets that corporates are acquiring?
12:10 - 12:45
CEST

Panel: The importance of DEI in M&A Integrations

 Often, when acquisitions fail to meet their strategic objectives, the outcome could result in transactions unintentionally hindering the value sought. Managing diverse company cultures and initiating an inclusivity cultural change is a key to a successful acquisition. 

  • How crucial is it to include DEI analysis early in the due diligence process? 
  • How do you activate DEI throughout the rest of the deal lifecycle?
  • If the cultures are too far apart to bridge – what implications and challenges?
  • What DEI solutions are available?
  • How do you ensure a vibrant and sustainable workplace culture?
12:45 - 13:05
CEST

Intralinks Presentation

13:05 - 14:05
CEST

Lunch

14:05 - 14:40
CEST

Panel: Optimism or pessimism – ECM market dissection and outlook for 2023

This session will examine recent listings on stock exchanges across the Nordic region and whether this opens new M&A opportunities for innovative companies. Insight behind the decision-making process and why you should choose an IPO in the current market?

  • Why are people listing on the local Nordic market and the importance of staying local when it comes to listing on capital market
  • What can you expect performance wise on the stock market and pricing?
  • Which IPOs have been successful, and which have been disappointing? 
  • Are carveouts the right solution to the challenging market conditions and what are the current challenges? 
Gustav Sandstrom
Gustav Sandstrom Senior News Editor EMEA, Public markets, ION Analytics
14:40 - 15:15
CEST

Panel: GP’s strategies and LP’s expectations - The truths behind a successful portfolio

Our panel of expert GP’s will share their views on navigating the market and keeping up a successful portfolio. Our LPs will discuss a winning strategy for fundraising in an overcrowded market targeting a limited pool of options.

  • What are some successful strategies GPs can pursue in terms of portfolio management in the current challenging environment and does the threat of inflation change your portfolio construction approach?
  • What characteristics are LPs keen to see in GPs when it comes to deploying capital for the next generation of PE funds and how do they differ from past portfolio management tactics?
  • Which asset classes are you putting on hold and why? What are you doubling down on instead?
  • Which risk factors have the most influence on portfolio?
  • What are all the implications for LPs when there is an extension or failure during the fundraising process? 
Auri Aittokallio
Auri Aittokallio Senior Reporter & Nordics Correspondent, Mergermarket
15:15 - 15:45
CEST

Networking break

15:45 - 16:15
CEST

Panel: Will tech continue being a driver for M&A?

In this session, we will explore how have the priorities of growth-stage technology investors changed and what challenges and opportunities are tech companies and investors facing? 

  • What opportunities have emerged this year and which sectors look tempting?
  • What are some challenges of investing in this sector and how should you navigate them?
  • What exits options are viable in today’s market conditions and will consolidation drive M&A?
  • How do you find and scale the next unicorn and are any sub-sectors are demonstrating the most promise?
16:15 - 16:45
CEST

Panel: The vital role of due diligence in M&A

In this session, the experts will discuss the advancements of conducting due diligence and how the expanding complex nature of M&A mean the process is taking longer to complete. What implications does this have in order to get deals over the line?

  • Have risk assessments increased due to ongoing geopolitical situations such as wars, sanctions, protectionist regulation, anti-monopolistic regulation, AML regulations and ESG?
  • How do you determine the right target, can you use a uniformed checklist?
  • What approaches are taken to evaluate digital transformation?
  • Has ESG become an obstacle in due diligence process?
Gustav Sandstrom
Gustav Sandstrom Senior News Editor EMEA, Public markets, ION Analytics
16:45 - 17:15
CEST

Panel: Nordic leveraged finance takes an international flavour

In this session, we will look at the Scandinavian lending market and the challenges and opportunities everyone is facing? 

  • How is the financing market impacting the M&A Space?
  • How regional financial sponsors evaluate the financing options available, from either traditional or alternative sources.
  • How do local banks ensure they are still the preferred lender and are banks still the preferred option?
  • What opportunities are there for alternative lenders in the Scandinavian market?
17:15 - 17:20
CEST

Conference end and networking drinks