Annual Investment Banking Summit
April 14 – 15, 2026 | Midtown Manhattan, New York City
Join us for two intensive days of strategic insights and cross-border deal structures—an exclusive gathering of global investors, founders, and dealmakers in the heart of New York City.
In Person | Invitation Only
April 14 – Day 1
Leadership, Media, IoT
9:00 am – 9:30 am
Venue Opens
9:30 am – 10:00 am
Opening Remarks
How Middle Markets Are Shifting—and Where Deals Will Get Done
10:00 am – 11:00 am
Leadership and Incentives in Today’s Economy
11:00 am – 11:45 am
How Institutional Buyers Think About Deals Today
11:45 am – 12:00 pm
break
12:00 pm – 12:30 pm
What It Is Like to Build and Exit
12:30 pm – 1:00 pm
The Convergence of Media
How Content, Streaming, and Out-of-Home Are Becoming One Market
1:00 pm – 1:30 pm
lunch
1:30 pm – 2:00 pm
Live Experiences as a Business Model:
Engagement, Monetization, and Scale
2:00 pm – 2:30 pm
Debate – Resolution
Media Value Will Accrue to Platforms, Not Content
2:30 pm – 3:00 pm
How Global Media Businesses Work Today
3:00 pm – 3:30 pm
Debate – Resolution
Most Value in IoT Will Accrue to Software and Data, Not Hardware
3:30 pm – 4:00 pm
Post M&A LOI Deal Obstacles, and How to Avoid Them
4:00 pm
Closing Remarks
Discuss Agenda for Next Day
April 15 – Day 2
The Technical Founder: Advanced Topics in M&A and Investment Banking
9:00 am – 9:30 am
Venue Opens
9:30 am – 10:00 am
Opening Lecture
Avoiding Common Value Erosion in Private M&A
- Seller vs buyer valuation gaps
- Key decisions driving outcome variance
10:00 am – 10:45 am
Determining the Value of Your Company
- DCF identity: cash flows, discount rate, horizon
- WACC and cost of equity calibration
- Beta and sector risk drivers
10:45 am – 11:00 am
Break
11:00 am – 12:00 pm
Session 2
Key Performance Metrics Driving Acquisition Pricing
- NRR cohort construction methodology
- LTV = ARPU × customer lifetime
- CAC B2B vs CAC B2C calculation differences
- Cash Flow as a function of sales funnels
12:00 pm – 12:30 pm
panel
Growth-Profitability Trade-offs and Valuation Impacts
- Growth vs profitability valuation impact
- EBITDA thresholds for buyer underwriting
12:30 pm – 1:00 pm
Session 3
Buyer-Seller Dynamics and Bid-Ask Spread Implications
- Primary vs secondary transactions
- Bid-ask spread implications for exits
1:00 pm – 1:30 pm
Lunch
1:30 pm – 2:30 pm
Session 4
Structuring and Executing a Disciplined Sell-Side Process
- Competitive process structure
- Information sequencing strategy
- IOI to LOI negotiation dynamics
- Due diligence as value preservation
2:30 pm – 3:00 pm
Closing
Superior Transaction Outcomes
- Drivers of top-quartile outcomes
- 90-day preparation roadmap
