Merger Integration Conference - New York

08:00 AM - 09:00 AM ET

Registration and Breakfast

09:00 AM - 09:15 AM ET

Welcome and Industry Perspectives

Jake Henry, Senior Partner and Co-Leader of the Mergers & Acquisitions Practice, Mckinsey & Company

09:15 AM - 10:00 AM ET

Integrating Complementary Business Models: Leadership Lessons from a Global Travel Retailer and Restaurant Operator Integration

Some integrations radically transform the end-customer experience. One such deal is the major $7 billion combination of Dufry, a leading global travel retailer, and Autogrill, a worldwide leader in travel food & beverage operations. As the travel industry surges out of a pandemic-altered environment, the combined entity has maintained strong organic growth momentum while at the same time entering new markets, expanding brand portfolios, increasing digital touchpoints with travelers, and rolling out innovative concepts that combine food & beverage and retail capabilities on a global scale.

At the helm of this transformative journey stands Dufry Group's Jordi Martin-Consuegra, who will shed light on a spectrum of critical subjects, including driving integration progress while continuing to deliver organic growth, combining two distinct operations (i.e., retail and food & beverage) while leveraging unique capabilities of each organization, reallocating top talent to the most challenging and important opportunities, and launching pilot programs to achieve new revenue opportunities right out of the gate. Integration success can be defined as achieving key value drivers which are aligned to the strategic objectives and investment thesis of the M&A transaction. During this fireside chat, we will delve into how to define and measure integration success for each acquisition, and alignment to the achievement of strategic objectives of the deal.

Jordi Martin-Consuegra, Deputy Chief Executive Officer and President, Dufry Group

10:00 AM - 10:45 AM ET

End-to-End M&A: From Blueprint to Integration/Separation Delivery for "Always on" Capability

The full M&A process involves all stages, from development of a blueprint to the completion of acquisition integration or divestiture separation. Roles contributing to M&A success involve partnership from corporate strategy, deal execution, integration/separation, and cross-functional leaders for due diligence and integration/separation planning and execution.

This session will share a perspective on an end-to-end M&A process in service to portfolio shaping strategies by considering how process, structure, communication, governance, and overall strategic planning and execution is critical for an "always on" M&A capability.

Nicholas Rhoads, Vice President, M&A, General Mills

10:45 AM - 11:00 AM ET

Networking Break

11:00 AM - 11:45 AM ET

Best Practices Panel

Our panel of seasoned M&A leaders will share their experiences and lessons learned from executing integrations.

Shannon Bagley, Former Chief Administrative Officer, Centene Corporation

Beverly Goulet, Former Chief Integration Officer, American Airlines

Chris Kreidler, Former Chief Financial Officer, Sysco

John Chartier, Partner, Mckinsey & Company

11:45 AM - 12:30 PM ET

Lessons Learned from Executing Spin-Offs and Divestitures

With continued economic uncertainty, many M&A and Strategy executives continue to contemplate and pursue divestitures. A cross-sector panel of M&A leaders will discuss their experiences relating to spin-offs and divestitures, including key differences in approaching and executing the transactions, as well as key lessons learned.

Vanessa Abate-Green, Vice President, M&A and Business Development, Zimmer Biomet

Kathy Miller, AVP Mergers & Acquisitions, Cox Enterprises, Inc.

Michael Rosenblat, Senior Vice President, DGC - Corporate and M&A, Verizon

Chad Stacey, Program Director, Mergers & Acquisitions Executives Council, The Conference Board

12:30 PM - 01:30 PM ET

Lunch

01:30 PM - 02:15 PM ET

Key Success Factors Through the First Year of Marriage

Organizations have many priorities in the first year of coming together, such as setting a clear end-state vision, implementing rigorous governance, and identifying and capturing value. In this session, you’ll hear from a seasoned integration leader on how they have delivered on these goals while using purposeful communications to win the hearts and minds of people and to sustain recruitment and development within the organization.

Tony Milando, Former Vice President, Acquisition Integration, Xylem

02:15 PM - 03:00 PM ET

Serial Acquisition Strategy: From Good to Great

Organizations with and without past acquisition experience understand the value of developing into high-performing serial acquirers and building shareholder value with the right M&A strategy. In this discussion, we will share some general considerations effective serial acquirers need to keep in mind with two experts who will share their personal perspective.

Shannon Bagley, Former Chief Administrative Officer, Centene Corporation

Chris Kreidler, Former Chief Financial Officer, Sysco

Sebastian Muehlbauer, Expert Associate Partner, McKinsey & Company, Inc.

03:00 PM - 03:15 PM ET

Networking Break

03:15 PM - 04:00 PM ET

Perspectives from the Deal Side: How to Better Align Deal and Integration Team Objectives

Participants will learn how M&A deal-team leaders collaborate with integration leads throughout the pre-close diligence cycle, during the transition to integration, and finally for the post-acquisition review process. Panelists will discuss how to align deal-team and integration-team objectives for cohesion and deal success.

Melissa Grim, Partner and Leader, Employee Benefits and Executive Compensation Practice Group, Honigman LLP

Maureen Lowney, People M&A Director, Cisco Systems

Mirren Mandalia, MD, Senior Director, Business Development, Ethicon, Inc., Johnson & Johnson MedTech

Chad Stacey, Program Director, Mergers & Acquisitions Executives Council, The Conference Board

04:00 PM - 04:45 PM ET

Focusing on Culture After Close

Shifting the focus after close toward joint collaborations and implementing a new culture is no simple task. This session will focus on where to start and how to move through the process after both organizations are combined by considering what cascading culture throughout the organization can look like and how it can help to unlock value. Participants will learn about how to approach culture after close and what measures and activities can be implemented to closely connect culture work to value creation.

Steve Kaufman, Senior Lecturer of Business Administration, Harvard Business School

04:45 PM - 05:00 PM ET

Day One Closing Remarks

Jake Henry, Senior Partner and Co-Leader of the Mergers & Acquisitions Practice, Mckinsey & Company

05:00 PM - 06:00 PM ET

Reception & Gallery Walk

Every integration needs processes and tools to enable success. Participants will have the opportunity to view an assortment of integration-focused tools and resources over refreshments and hors d’oeuvres.

05:00 PM - 06:00 PM ET

Office Hours with Integration Council Members

Attendees interested in participating in a small-group Q&A session and receiving advice from those serving on McKinsey's Integration Council will have the opportunity to meet with experienced integration experts.

Shannon Bagley, Former Chief Administrative Officer, Centene Corporation

Chris Kreidler, Former Chief Financial Officer, Sysco

Rodrigo Slelatt, Partner, Mergers & Acquisitions Practice, McKinsey & Company