Navigating M&A Trends: The Latest on Buyside Deals, AI and ESOPs
​Wednesday, April 23
9:15am - 4pm
​
Join Us for BLUEMAP's M&A panels and Keynote, plus afternoon lunch,
networking and racing at the Thoroughbred Club and Keeneland.
​​
Morning Presentations
DEAN DORTON
250 West Main Street, Suite 1400
Lexington, KY 40507
Parking - Lexington Financial Center Garage
(Free parking validations are available for the first 35 registrants who request it. Mark the order form at registration.)
​
9:15 a.m
Coffee / Networking / Meet and Greet
10 a.m
Panel 1: Central Kentucky business buyers share their experiences and discuss the transaction approaches that worked best
​
11 a.m
Panel 2: Technology and legal experts discuss transformative Artificial Intelligence tools with the potential to impact the dealmaking process
​
11:45 a.m
KEYNOTE: SCJ Fiduciary Services CEO Melissa Thomas and Trustee Drew Schaefer explore ESOPs and when they're best used​
Afternoon ( Lunch, Networking, Racing)
THOROUGHBRED CLUB and KEENELAND RACE COURSE
3555 Rice Rd
Lexington, KY 40510
(Free Parking)
​
1:30 p.m
Lunch buffet at TCA (business casual dress code)​
​
Afternoon
Networking (cash bar) and racing
at TCA and Keeneland​​​​
​
COST
$99 (ALL DAY)
$49 (MORNING ONLY)
Eventbrite fee added to total
Parking is free for the first 35 registrants to choose
the option on the Eventbrite registration site.
​
Questions – call Terry McWIlliams (502.509.6768) or email admin@bluemapky.org or terrym@mozaicir.com
Agenda
10:00 AM - 10:45 AM
Panel 1: Paths to Buyside Deal Success​
Central Kentucky business buyers share their experiences and discuss the transaction approaches that worked best
11:00 AM
Panel 2: AI-powered Deals: How AI is Reshaping the Future of M&A
Technology and legal experts discuss transformative Artificial Intelligence tools with the potential to impact the deal making process
Todd Clark
MANAGING PARTNER, KENTUCKY SEED CAPITOL
Chris Anderson
AMERICAN TRUST WEALTH MANAGEMENT
Ameet Patel
PRINCIPAL, THOROUGHBRED HOSPITALITY GROUP
Moderator: John Herring
FORENSIC & VALUATION SERVICES DIRECTOR,
DEAN DORTON
Nathan Simmons
FORENSIC ACCOUNTANT, DEAN DORTON
Andrew Smith
STEPTOE JOHNSON
Brian Woodward
INFORMATION TECHNOLOGY, HOCHENS INSURANCE GROUP
Moderator: Travis Anderkin
LARGE COMMERCIAL LINES PRODUCER, HOUCHENS INSURANCE GROUP
11:45 AM
KEYNOTE: When to Use an ESOP for a Transaction (And Other ESOP Advice)
SCJ Fiduciary Services CEO Melissa Thomas and Trustee Drew Schaefer explore ESOPs and when they're best used
Melissa Thomas
CPA, CEO, SCJ
FIDUCIARY SERVICES
Drew Schaefer
CPA, TRUSTEE & DIR. FINANCE, SCJ FIDUCIARY
