Mergermarket M&A Forum Switzerland

Agenda

08.30 - 09.00
CEST

Registration and coffee

09.15 - 09.45
CEST

Keynote interview: How will geopolitics influence macroeconomics and deal flow?

Hear from a Swiss market “legend” who will explore how the various new governments in Europe, the upcoming elections in the US as well as the ongoing conflicts in Ukraine and Israel will impact macroeconomics and in turn, global dealmaking.

09.45 - 10.30
CEST

Opening Panel: Deal drivers & challenges affecting M&A activity

Opening Panel: Deal drivers and challenges affecting M&A activity

Global M&A continued its recovery in the first half of 2024. In EMEA, deal value rose by 33% to USD 438bn compared to the same period in 2023. The return of big-ticket deals, a recovery of buyout activity and higher appetite for inbound dealmaking are signs that M&A in the region is on mend and that sellers’ and buyers’ expectations are starting to align. Kicking off the session with audience polling on what are the key deal drivers, challenges and opportunities, the panel then will discuss the results and share their own opinions on the topic as well as what are the key factors to value creation. Speakers will discuss:

  • Will stabilising markets, lowering interest rates and inflation , pent up demand, dry capital act as deal drivers? What other factors could give dealmakers confidence to engage in M&A?
  • How are dealmakers coping with the challenges of the cost of capital, the funding environment, geopolitical uncertainty against the backdrop of war and conflict, upcoming elections / new governments and the regulatory environment?
  • What are the greatest opportunities out there and how can you capitalise on them?
  • In a challenging and competitive market, what strategies are being employed to create true value through M&A?
10.30 - 11.15
CEST

Panel: Insights into private equity in the DACH region

Private equity activity is a mixed bag – buyout activity increased in the first half of 2024 as PE houses sought to invest the huge amount of dry powder accumulated in recent years. However, at the same time, the number of exits dropped by 5% as many sponsors opted for alternative monetisation routes one of the most popular being continuation vehicles. In this session hear panellists discuss:

  • What strategies are PE funds pursuing to deploy dry power whilst holding prize assets in the portfolio as they ride out an uncertain market?
  • As the approach to value creation has shifted, what adjustments have funds made to their playbook and internal set-up? Are higher interest rates affecting their approach?
  • Despite the resurgence of mega-deals, the mid-market still offers significant opportunities and bright spots. Which sectors are most attractive?
  • In a changing industry, how is the GP and family office dynamic evolving?
Rachel Lewis
Rachel Lewis Head of Auctions EMEA, Senior Correspondent, MERGERMARKET
11.15 - 11.45
CEST

Networking break

11.45 - 12.15
CEST

Fireside chat: A day in the life of ….

Every company deals with strategic corporate development and the complexities of an M&A process in their own unique way. Crucial to their approach is the Head of M&A. In this session hear them discuss:

  • What is the role of M&A, strategy and corporate development in the business and how does the M&A team fit into the wider organisation?
  • How does team interact with other business objectives and operations?
  • How do the M&A team and the various heads of departments work together to originate deals?
  • What factors need to be considered to develop a fruitful relationship with advisers?
  • When does the process for post-merger integration begin and who takes ultimate responsibility for it?
12.15 - 13.00
CEST

Panel: The continued importance of cross-border dealmaking for Switzerland

Swiss M&A is dominated by cross-border dealmaking – international players, both private equity and trade buyers, are targeting the important midmarket in their quest for alpha, while large Swiss multinationals continue to be key participants in global M&A. This session will explore the challenges and intricacies of cross-border deal making:

  • What is the importance of cross-border dealmaking to Swiss M&A and the Swiss economy overall?
  • Exploring Switzerland as an investment destination, how does the Swiss market view foreign buyers and what makes Switzerland an attractive destination?
  • How are dealmakers using technology to enhance the deal process and navigate cultural differences?
13.00 - 14.00
CEST

Networking Lunch

14.00 - 15.00
CEST

Roundtable workshop – Building a resilient and diverse portfolio

**Please note that this session is for in-person attendance only and will not be live streamed.**

Drawing on their own experiences, delegates will discuss the key factors to consider when it comes to building a resilient and diverse portfolio. Each table will be given a limited amount of time to discuss the questions before reporting back to the room in a fast paced, interactive session. Questions to be discussed are:

  • What does active portfolio management look like?
  • What factors influence strategic positioning?
  • What are the biggest risk factors?
Lucinda Guthrie
Lucinda Guthrie Executive Editor, MERGERMARKET
15.00 - 15.45
CEST

Panel: The role of family offices in M&A

Recent statistics show a notable increase in fundraising, strategic deployment of capital and successful exits within the family office sector. Family offices globally have started to move funds allocated to real estate towards start-ups and are engaging in more traditional, PE-style M&A transactions across a variety of sectors. Exploring the evolution of family offices in the DACH region and how they interact with all aspects of M&A, panellists will discuss:

  • How are family offices strategically deploying capital? Are there distinctive investment strategies or preferences emerging?
  • Can you highlight specific successful strategies employed by family offices for profitable exits?
  • To what extent are family offices collaborating with traditional private equity firms in deal sourcing and execution?
  • Are there any anticipated shifts that may further shape the trajectory of family office engagement?
  • Risk vs Return – are family offices inherently more conservative in their approach to risk?
15.45 - 16.15
CEST

Networking break

16.15 - 17.15
CEST

Exploring the financing landscape in Switzerland and the rest of DACH

Against the backdrop of a challenging financial landscape including geopolitical uncertainty, high interest rates and a looming maturity wall, what is the current state of financing in Switzerland and the wider DACH region?  In this closing panel session hear panellists discuss:

  • How are private equity firms and corporates adapting to the new financing environment and exploring alternative options like NAV based lending?
  • What are the key challenges in securing finance and who finds it the most challenging?
  • What role do direct lenders play in the current financing landscape, and how are they collaborating with PE firms and corporates?
  • What are the key differences between public and private financing options for corporates, and how are they making an informed decision?
17.30 - 18.30
CEST

Conference ends and networking drinks