Annual Investment Banking Summit

2027 | 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

Contact your J&A representative to register

About the Summit

The Investment Banking Summit brings together an elite community of investors, entrepreneurs, and financial professionals for an unparalleled learning and networking experience.

This exclusive event focuses on capital strategy, cross-border themes, and the evolving landscape of mergers and acquisitions. Whether you’re navigating complex international deals, preparing for a strategic exit, or seeking to understand what buyers want in today’s market, this summit provides the insights and connections you need to succeed.

featured speakers

Andrew Yang

Andrew Yang

Entrepreneur, CEO of Noble Mobile, Bestselling Author & Co-Founder, Forward Party

Andrew Yang is the cofounder of the Forward Party, a new independent political movement dedicated to restoring the promise of U.S. democracy, and the CEO of Noble Mobile. A Democratic presidential candidate in 2020, he is the founder of Humanity Forward and Venture for America. His New York Times bestselling book The War on Normal People helped introduce the idea of universal basic income into the political mainstream. His most recent book, Hey Yang, Where’s My Thousand Bucks?: And Other True Stories of Staggering Depth, is a collection of personal stories and reflections drawn from his experiences in public life. He is also the author of Forward: Notes on the Future of Our Democracy and co-author of the political thriller The Last Election.

Andrew Hulsh
New York, NY
Adrian Collins
New York, NY
Randy Jones
Omaha, NE
Omar Hamdi
Dubai, UAE
Anthony Fortino
New York, NY
Rob Hicks
London, UK
Mahyar Khosravi
Alberta, CAN
Chris Lucarz
New York, NY
John Squillace
New York, NY
Daniela Gorelov-Elasbat
Jersey City, NJ
Nuno Gomes
São João da Madeira, PT
Frank Cottle
Fort Worth, TX
Nkrumah Pierre
New York, NY
Melika Golkaram
United States
Rob France
Northampton, UK
Tim Hildebrand
Detroit, MI
Laith Yaldoo
Bloomfield Hills, MI
Mike Yavonditte
Greenwich, CT
Ken Kingery
Atlanta, GA
Joshua Jahani
New York, NY
Contact your J&A representative to register

Day 1

Leadership, Media, IoT

9:00 am – 9:30 am

Venue Opens

9:30 am – 9:45 am

Opening Remarks

How Middle Markets Are Shifting—and Where Deals Will Get Done

9:45 am – 10:30 am

Leadership and Incentives in Today’s Economy

10:30 am – 11:15 am

How Institutional Buyers Think About Deals Today

11:15 am – 11:45 pm

The Convergence of Media: How Content, Streaming, and Out-of-Home Are Becoming One Market

11:45pm – 12:15 pm

Lunch

12:15 pm – 12:45 pm

Debate – Media

Resolution: Media Value Will Accrue to Platforms, Not Content

12:45 pm – 1:15 pm

Debate – IOT

Resolution: Most Value in IoT Will Accrue to Software and Data, Not Hardware

1:15 pm – 2:00 pm

Live Experiences as a Business Model

Engagement, Monetization, and Scale

2:00 pm – 2:45 pm

The Reconfiguration of Work: Flexibility, Space, and the Future of Enterprise Infrastructure

The Future of Work

2:45 pm – 3:15 pm

Post M&A LOI Deal Obstacles, and How to Avoid Them

3:15 pm – 3:45 pm

What It Is Like to Build and Exit

3:45 pm – 4:00 pm

Closing remarks

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

Opening Lecture – Transaction Structure and Seller Liquidity Outcomes in M&A Transactions

  • Timing of liquidity realization
  • Risk allocation between buyer and seller

10:00 am – 10:45 am

Session 1 – Valuation Considerations Between Primary Capital Issuance and Secondary Share Transfers 

  • Primary transactions as issuance of new equity capital
  • Secondary transactions as shareholder liquidity 
  • Bid-ask spread in private capital markets

10:45 am – 11:00 am

Break

11:00 am – 12:00 pm

Session 2

Session 2 – Financial Statement Structure, Working Capital Impact on Purchase Price, and Discounted Cash Flow Effects on Valuation

  • How the DCF Equation Applies to High-Growth Companies
  • Working capital adjustments to transaction value
  • Sensitivity of valuation to timing of cash flow realization
  • Cash Flow as a function of sales funnels

12:00 pm – 12:30 pm

panel

Panel – Unanticipated Valuation Adjustments: Growth-Profitability Trade-offs

  • Growth vs profitability valuation impact
  • EBITDA thresholds for buyer underwriting

12:30 pm – 1:00 pm

Session 3

Session 3 – Capital Structure Hierarchy and Distribution of Proceeds in Liquidity Events

  • Capital structure hierarchy in liquidity events
  • Waterfall distribution of proceeds

1:00 pm – 1:30 pm

Lunch

1:30 pm – 2:30 pm

Session 4

Session 4 – Revenue Retention, Customer Economics, and Cost of Capital in Acquisition Pricing  Differences in CAC composition between B2B and B2C models

  • LTV = ARPU × customer lifetime
  • NRR construction methodology
  • Net revenue retention as measure of revenue persistence

2:30 pm – 3:00 pm

Closing

Superior Transaction Outcomes

  • Consistency between valuation assumptions and market pricing
  • Relationship between valuation methodology and realized proceeds

why people attend

Exclusive Access

Connect with a curated group of high-level decision makers and industry influencers.

Practical Insights

Gain actionable knowledge from experienced dealmakers who have navigated complex transactions.

Strategic Networking

Build relationships that can drive your next major deal or career move.

Global Perspective

Understand cross-border deal structures and international market dynamics.

In Person and Invitation only
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