Navigating M&A Trends: the latest on buyside deals, AI and ESOPs
Schedule
Wed Apr 23 2025 at 09:15 am to 04:00 pm
UTC-04:00Location
250 W Main St | Lexington, KY
About this Event
EVENT SUMMARY
Morning Presentations:
DEAN DORTON | 250 West Main Street, Suite 1500, 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).
Parking - 1:30 p.m. - Lunch buffet at TCA (business casual dress code)
Afternoon - Networking (cash bar) and racing (TCA / Keeneland)
PARKING - MORNING
Use the garage connected to the Lexington Financial Center Garage if you need parking access. Parking validations are available for the first 35 registrants who request it. Be sure to select your preference for the Garage and validation if there are no other parking options.
PARKING - AFTERNOON
Free parking is available at the Thoroughbred Club.
Agenda
🕑: 09:15 AM
Arrival | Networking | Coffee
🕑: 10:00 AM - 10:45 AM
Panel 1: Paths to Buyside Deal Success
Host: Todd Clark, Managing Partner, Kentucky Seed Capital
Info: MODERATOR: JOHN HERRING, Forensic & Valuation Services Director, Dean Dorton. 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
Host: Nathan Simmons, Forensic Accountant, Dean Dorton
Info: MODERATOR: Travis Anderkin, Large Commercial Lines Producer, Houchens Insurance Group. Technology and legal experts discuss transformative Artificial Intelligence tools with the potential to impact the dealmaking process
🕑: 11:45 AM
KEYNOTE: When to use an ESOP for a transaction (and other ESOP advice)
Host: Melissa Thomas CPA, CEO, SCJ Fiduciary Services
Info: SCJ Fiduciary Services CEO Melissa Thomas and Trustee Drew Schaefer explore ESOPs and when they're best used
🕑: 01:30 PM
Afternoon at The Thoroughbred Club and Keeneland Race Course
Host: Keeneland
Info: Join fellow BLUEMAP attendees at TCA with buffet lunch served at 1:30 p.m. and networking (cash bar.) Then enjoy the thrills of horse racing at Keeneland (free shuttle available) or TCA (TV simulcast) during the afternoon.
Where is it happening?
250 W Main St, 250 West Main Street, Lexington, United StatesEvent Location & Nearby Stays:
USD 54.13 to USD 107.48
