XPX DC Metro - Insuring Your Transaction

The complexities of any M&A deal know no bounds. As Exit Planning advisors, we do all we can to Ensure a successful transaction for our clients. Phil Theodore, an M&A Lawyer with over 40 years of experience has acquired a deep expertise in Insuring transactions, having placed over $ 2.5B of representations and warranties insurance over the past few years. Please join XPX DC for a discussion regarding how to protect your transaction from risk after the fact. 

Michael Metz, Vice President and Commercial Banker with Truist will give a brief update on the M&A market, interest rates, and funding sources for transactions.

Phil Theodore, Senior Vice President with McGriff Insurance will discuss transactional insurance programs designed to make both parties feel at ease with representations made in their deal.

Our Speakers:

Phil Theodore
Sr. Vice President
McGriff Insurance

Mr. Theodore practiced law as an M&A lawyer for more than 40 years. He practiced with King & Spalding in Atlanta from 1981 through 2003. After leaving King & Spalding, he served as the General Counsel of three well-known Atlanta public companies. During his career, Mr. Theodore was involved in buy-and sell-side transactions for scores of public and private companies in a wide variety of industries. Since joining McGriff, he has placed over $2.5 billion of representations and warranties insurance for transactions having an aggregate enterprise value of over $19.4 billion. Among these transactions was a $300 million tower of representations and warranties insurance for a client’s $3.6 billion acquisition. He has experience across a wide range of industry verticals, including transportation, staffing, and energy transactions, among others.

Mike Metz 
Vice President and Commercial Banker
Truist

Mike Metz is a Commercial banker at Truist providing concierge service to a select portfolio of established companies in the Northern Virginia market. He has extensive experience in a wide variety of banking and finance roles including Manager of Business Development with American Express, where he served . Helping small to mid sized businesses drive revenue and improve efficiency by utilizing American Express payment solutions.

AGENDA: 

7:30 -8:15 Networking
8:15- 9:30 Program /Admin

XPX DC Members in good standing – $35.00 so join Today!
XPX DC Members Same Day/Walk-in Fee - $45.00

Other XPX Chapter Members – $45.00
Other XPX Chapter Members Same Day/Walk-in Fee - $55.00

Non-Members – $60.00
Non-Members Same Day/Walk-in Fee – $65.00

Full breakfast is included.

BRING A FIRST-TIME GUEST TO XPX!

XPX DC members are encouraged to bring a first-time guest (FREE) for this event. Members (not guest), can contact angie@exitplanningexchange.com to register your guest. 

Cancellation Policy: You may request to cancel your registration for a full refund, up to 72 hours before the date and time of the event.  The sale is final after the 72 hour deadline. We are unable to issue a credit towards another meeting. This registration is not transferable to another individual - no substitutes please.