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Mergers and Acquisitions/Private Equity LATAM

Program Overview

M&A and private equity activity is rising in Latin America at unprecedented rates. As volatility increases and opportunities grow, closely held and family businesses are under pressure to understand strategically and assess available growth opportunities. However, they often lack the skills needed to perform these critical evaluations.

M&A/Private Equity LATAM is designed to provide company executives, current and future board members, owners of closely held businesses, and advisors with knowledge of valuation, private equity, and capital markets, and the key skills needed to determine the future value of their strategies.

Read more about the Experience & Impact »

Program Highlights & Benefits

  • Acquire necessary skills to evaluate and negotiate both buying and selling opportunities
  • Explore ways to finance growth and maintain control of privately held companies
  • Gain enhanced knowledge and master advanced investment techniques that can improve your practice and your clients' overall experience

Contact Us

For more information and to register, contact: Hernan Fuentes, Family Business and Office School, +1.786.307.1015 or e-mail wharton@family-bs.com.

September 6 - 8, 2017$7,800

Miami, FL

Download the program schedule, including session details.

This program will be held at the EAST, Miami Hotel, 788 Brickell Plaza, Miami, Florida 33131 U.S.A.

The program price of $7,800 includes meals but not accommodations.

Experience & Impact

Using a combination of lectures, case studies, and highly interactive participatory sessions, M&A/Private Equity LATAM will help family members and those who advise them to understand the language of valuation, how to strategically assess various growth opportunities, and how to choose among options for financing their business activities. Participants will come away with the skills they need to make sound decisions to ensure the future success of their business.

This M&A program will provide you and your key team with the necessary skills to evaluate and negotiate both buy-side and sell-side opportunities for your business, family office, or privately held enterprise.

Session topics include:

  • Understanding Investments, M&A, and Private Equity and Capital Markets: Implications for Business Owners
  • Valuation Basics
  • Financing Growth and Control of Privately Held Businesses
  • Valuation of Privately Held Businesses
  • Negotiations

Who Should Attend

M&A/Private Equity LATAM is for current and future board members, advisors, large block investors, business founders, and leaders of family-owned businesses and closely held public companies in Latin America. It is also suitable for senior leaders in family offices and businesses, investment bankers, private investors, CIOs, CFOs, portfolio managers, and attorneys who want to be better equipped and prepared for potential mergers or acquisitions. The program will focus on developing these senior leaders’ abilities and increasing their confidence in leading their family offices or businesses through these key moments of business transitions and milestones.

Faculty

Christopher Geczy, PhDSee Faculty Bio

Academic Director

Adjunct Professor of Finance; Academic Director, Wharton Wealth Management Initiative; Academic Director, Jacobs Levy Equity Management Center for Quantitative Financial Research, The Wharton School

Raphael Amit, PhDSee Faculty Bio

Robert B. Goergen Professor of Entrepreneurship, Professor of Management, The Wharton School

Research Interests: Entrepreneurship, family business, venture capital financing

David Wessels, PhDSee Faculty Bio

Adjunct Professor of Finance, The Wharton School

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