New York Mergers & Acquisitions Chapter Meeting

When:  Jun 8, 2023 from 08:00 to 16:30 (ET)

Mergers & Acquisitions Chapter Meeting

Practical Implications of M & A Transactions from Modeling, Diligence, Legal Agreement, Planning and Integrating the Target

Hosted by KPMG LLP

345 Park Ave. (between 51st & 52nd Streets)

New York, NY

June 8, 2023

8:00 - 8:30 Registration and Continental Breakfast

8:30 – 9:30 Buyer and Seller Implications


Andrew Carlon, Partner - Cadwalader, Wickersham & Taft LLP

Victoria A. O’Connor, Director – KPMG LLP

TEI Moderator: Bruce R. Maggin

9:30-10:30 Diligence and the Legal Agreement


Andrew T. Davis, Partner - Cravath, Swaine & Moore LLP

Jason McCaughey, Principal – KPMG LLP

TEI Moderator: Bruce R. Maggin

10:30 - 10:45 Break and Networking

10:45 - 12:00 Operational issues - Federal Income and Excise Tax including:


Consolidated return rules

Deductibility of deal costs




Frank Mugabi, Partner - DLA Piper

John Tomaszewski, Jr., Managing Director - KPMG LLP

Jeff Vogel, Principal – KPMG LLP

TEI Moderator: Brian Power

12:00 -12:30 Lunch

12:30 - 1:45 Operational issues - State and Local Income, Sales, and Real

Estate Transfer Taxes including:


Sell side and buy side issues

Unclaimed property


Todd G. Betor, Partner - Eversheds Sutherland (US) LLP

John A. Ferrarella, Jr., Managing Director – KPMG LLP

Mark Yopp, Partner - Baker McKenzie

TEI Moderators:

Marji Gordon-Brown

Linda A, Klang

1:45 – 2:30 International Tax Issues Including:


§958(a)(2) indirect ownership of stock




Pillar 2


Kara L. Mungovan, Partner - Davis Polk & Wardwell LLP

Matthew F. O’Halloran, Principal – KPMG LLP

TEI Moderators:

Gary Lee

Dean Santucci

2:30 -2:45 Break

2:45-4:30 Structuring, Integrating the Business and Putting it All Together


Rachel D. Kleinberg, Partner - Sidley Austin LLP

Scott M. Masaitis, Principal - KPMG LLP

Joseph M. Pari, Partner – Weil, Gotshal & Manges LLP

TEI Moderator: Bruce R. Maggin

To register for this meeting click

If you are not a TEI member, click for more information on TEI membership.

Questions? Contact: Bruce Maggin at


KPMG's Offices
345 Park Avenue
New York, NY 10154