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Arrive early and attend MBA's Mergers & Acquisition Workshop on January 28, 2019. This is a pre-conference event offered exclusively to IMB Conference attendees. View the workshop agenda and register here.

Schedule subject to change.

Note: Meeting rooms may change, so please refer to the on-site program for final locations.

PDF Agenda Editable Agenda

Monday, January 28, 2019

  • M&A Pre-conference Workshop: Session 4 - Deal Structures: Legal, Accounting and Tax Considerations (Closed to Media)

    Location: Garden Room,
    Atrium Lobby Level


    Speaker(s)

    Mitchel H. Kider, Chairman and Managing Partner, Weiner Brodsky Kider PC

    Don J. Halpern, Partner, Weiner Brodsky Kider PC

    Kenneth F. Richey, AMP, Partner, Business Advisory Services, Richey May & Co., LLP

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    A group of legal, accounting and tax experts will discuss legal and regulatory issues involved in various deal structures as well as accounting and tax implications, such as how tax reform may affect an M&A transaction. Types for deal structures will be explained including differences between: asset sales, whole company sales, hold-backs, strategic partnerships, joint ventures, risk sharing, and/or minority vs. majority equity stakes. The rewards and risks associated with each deal structure option will be discussed.

    Copy and paste this URL into your web browser to register for the M&A Workshop:

    https://www.mba.org/store/events/conferences-and-meetings/mergers-and-acquisitions-workshop

    Questions? Contact the MBA Registration Team at meetings@mba.org for registration questions. 

    Speaker(s)

    Mitchel H. Kider, Chairman and Managing Partner, Weiner Brodsky Kider PC

    Mitchel H. Kider is the Chairman and Managing Partner of Weiner Brodsky Kider PC, a national law firm specializing in the representation of financial institutions, residential homebuilders, and real estate settlement service providers. In his 36 years as a practicing attorney, Mitch has represented banks, mortgage companies, homebuilders, credit card issuers, and other financial service companies in a broad range of litigation and regulatory and compliance matters. He represents clients in investigative and enforcement actions before the Consumer Financial Protection Bureau, Department of Housing and Urban Development, Department of Veterans Affairs, Department of Justice, Federal Trade Commission, Ginnie Mae, Fannie Mae, Freddie Mac, and various state and local regulatory authorities and Attorneys General offices. Mitch speaks frequently on regulatory and litigation matters before trade associations and other industry groups. He is a Fellow of the American College of Consumer Financial Services Lawyers, and a Faculty Fellow of the Mortgage Bankers Association. Mitch is the author of six books pertaining to residential mortgage finance and also has written numerous law review and real estate journal articles on the subject. His most recent books are Consumer Protection and Mortgage Regulation Under Dodd-Frank (West/Thomson Reuters 2017) and Real Estate and Mortgage Banking: A New Era of Regulatory Reform (West/Thomson Reuters 2017-2018).

    Don J. Halpern, Partner, Weiner Brodsky Kider PC

    Don J. Halpern has over 30 years of experience in transactional, corporate and regulatory matters, virtually all of those directly involving the issues facing the mortgage banking and real estate finance industry. Don is a partner in the Washington, D.C. office of Weiner Brodsky Kider PC, where he represents clients in structuring, negotiating and documenting complex acquisitions, financings and other business arrangements.  Weiner Brodsky Kider PC is a leading national law firm focusing in transactional, regulatory compliance, and litigation matters directly related to the mortgage banking and real estate finance industry. Our firm represents a broad client base throughout the United States, from start-up businesses to the largest players in our industry. Our clients include financial institutions, mortgage bankers, mortgage servicers and subservicers, secondary market investors, venture capital funds, homebuilders, mortgage brokers, real estate brokers, title companies, and trade associations. The firm understands both the legal and business environments in which our clients operate.   Don speaks regularly at industry conferences, including past M&A Workshops.

    Kenneth F. Richey, AMP, Partner, Business Advisory Services, Richey May & Co., LLP

    Ken founded Richey May & Co. in 1985 and he currently serves as the firm’s Managing Partner. In his role as Managing Partner, Ken’s primary responsibilities include leading firm growth and supporting the firm’s partners in their leadership, management, and technical problem solving efforts. Under his leadership, the firm has consistently grown every year and has been recognized numerous times by Inside Public Accounting as one of the Best of the Best accounting firms in the country. He has instilled a passion for excellence and client service within his leadership and management teams. He works closely with his team to create value-added tax and business advisory solutions for closely held businesses and their owners. Ken works directly with clients to create customized business and tax planning strategies. He consults frequently on business transactions, providing assistance with due diligence and structuring in mergers and acquisitions, financings, asset sales and business liquidation events. His clients come from a broad range of industries including mortgage banking, real estate, wholesale distribution, manufacturing, and various service industries.  rofessional organizations, trade associations and business groups often seek Ken’s insights on a variety of issues. Ken frequently delivers articles and presentations to the Mortgage Bankers Association and Colorado Mortgage Lenders Association on tax and accounting issues affecting their members. Ken serves on the Advisory Board of Inside Public Accounting, an industry leading trade organization.