Appraisal as an M&A Investment Strategy
Breakfast Briefing - Chicago
Wednesday, May 21, 2014
8:00am - Continental Breakfast
8:30-10:00am - Meeting
The Peninsula, 108 E Superior St, Chicago, IL 60611
Historically, the remedy of Appraisal has received little notice in the M&A community. Recently, that has changed. There are more appraisal actions being filed with every deal. Carl Icahn publicly threatened to use Appraisal in the Dell fight, although he eventually took the deal price. Nonetheless, millions of other shares have filed for the remedy. Funds with hundreds of million in capital have even formed around a strategy of M&A Appraisal. Yet, it is below the radar of most investors.
A small, select group of institutional investors, hedge funds, family offices, and their advisors are being invited to this briefing. To encourage frank, open discussion, Chatham House rules will be followed so that comments made by participants will not be quoted without prior approval by the participant.
Discussion Leaders:
- Kevin Dages, CPA, Executive Vice President at Compass Lexecon and court-certified expert in matters relating to accounting, valuation and M&A disputes
- Jay Eisenhofer, Managing Director at Grant & Eisenhofer P.A., is widely recognized for his work in Delaware corporate law, appraisal remedies, and litigation related to protecting and promoting the rights of institutional shareholders
- Geoff Jarvis, Director at Grant & Eisenhofer P.A., focuses on securities litigation for institutional investors. Mr. Jarvis was recently involved in a Delaware appraisal case that resulted in a favorable decision for the firm’s client after trial.
CLE credits are available in most US jurisdictions.
To nominate someone for participation in this briefing, please email appraisalbreakfast@iief.org or call Jill Durant: +1-617-674-2201.