2026 | Event Series

A practical webinar and article series focused on the legal and strategic issues that shape successful roll-up transactions. From diligence and deal execution to post-close cleanup, tax structuring, and key contract terms, this series is designed to help buyers, investors, and operators navigate repeat acquisition activity more efficiently and with a clearer eye toward long-term value creation and exit readiness.

Register for Session 1: How to Streamline Roll-Up Diligence | May 19, 2026

Register for Session 2: Post-Close Cleanup to Support a Stronger Exit | June 4, 2026

Register for Session 3: Tax Structuring Issues in Rollover Transactions and Management Equity | September 2, 2026

Register for Session 4: Contract Considerations in Roll-Up Transactions | October 13, 2026

How to Streamline Roll-Up Diligence | May 19, 2026

11:30 AM - 12:30 PM

Register: Session One

Zachary M. Rupiper and Kelsey L. Tannock
Whether driven by private equity sponsors, strategic acquirers, or family offices, roll-up strategies all face a fundamental tension: every add-on demands rigorous diligence, but the traditional deal-by-deal approach is too slow, too costly, and poorly suited for highly acquisitive programs. When diligence becomes a bottleneck, deal momentum can stall and competitive advantages can slip away.

This webinar provides a practical roadmap for building a diligence engine that keeps pace with your acquisition pipeline. Drawing on practical experience and lessons learned from active roll-up programs, we will address:

• Smarter scoping and knowing where to focus diligence resources on what matters most across similar targets or industries
• Scalable, repeatable workstreams and standardized checklists tailored to typical roll-up targets
• Cross-functional coordination across legal, financial, and operational diligence teams running simultaneous transactions
• Common red flags in add-on transactions, from employment compliance gaps to fragmented IP ownership and owner-dependent business risks
• Post-closing integration issues that should be spotted during diligence — not on day one

Designed for deal team principals, M&A counsel, operating partners, business development leaders, and in-house professionals responsible for add-on execution, and will equip you to move more efficiently without sacrificing diligence quality. Join us to learn how leading buyers are turning diligence from a recurring pain point into a competitive advantage.

Post-Close Cleanup to Support a Stronger Exit | June 4, 2026

11:30 AM -12:30 PM

Register: Session Two

Helmut E. Brugman, Maureen E. Fulton, James R. Glover, Jackie N. Ryan, and Kayla E. Helgoth
This session will explore common post-close cleanup items that are easy to defer, but important to address to preserve value and position the platform for a smoother future exit. Featuring input from Koley Jessen subject matter experts and M&A team members, we will discuss common corporate, contract, employment, intellectual property and data privacy and security matters that should be addressed after closing to strengthen integration, reduce risk, and avoid complications later in the platform lifecycle and eventual exit.

Tax Structuring Issues in Rollover Transactions and Management Equity | September 2, 2026

11:30 AM - 12:30 PM

Register: Session Three

Nicole R. Konen, Jeffery R. Schaffart, and Nicholas E. Bjornson

This third session examines the practical tax, legal, and financial issues that arise when structuring rollover transactions and management equity incentives.

Rollover equity serves both as critical acquisition capital for buyers and as an important wealth-preservation and value-creation tool for selling founders and management teams. This session will explore how tax mechanics dictate buyer and seller economics, when gain can be deferred versus recognized, and how to structure alignment without triggering unintended tax consequences.

The session will combine technical tax analysis with practical transaction examples drawn from real-world rollover and management equity structures.

Key Topics Covered

• Rollover Equity as Acquisition Capital: Utilizing seller equity to optimize capital structures, preserve buyer cash, and align post-closing objectives.
• Entity-Driven Rollover Structures: Comparative analysis of rollover structures involving Partnership/LLC, S Corporation, and C Corporation platforms, including recent Section 1202 QSBS developments.
• Tax Basis Step-Up Value: Quantifying cash tax savings, buyer-specific basis value, and residual exit economics resulting from asset and partnership basis step-ups.
• F-Reorganizations & Subchapter S Constraints: Navigating F-reorganization mechanics, preserving tax deferral, and avoiding single-class-of-stock traps in non-pro-rata rollover structures.
• Management Equity & Incentive Alignment: Structuring profits interests, management incentive equity, and synthetic/phantom equity arrangements.
• Disguised Sale Risks & Closing Discipline: Managing Section 707 liability rules, critical tax elections, structuring deadlines, and transaction documentation requirements.

Attendees will leave with an actionable framework to:

• Identify tax-driven value opportunities for both buyers and sellers before LOI execution.
• Avoid significant structuring mistakes, including S corporation phantom-tax exposure, single-class-of-stock concerns, and broken control tests.
• Evaluate, structure, and negotiate rollover proposals across private equity, strategic acquisition, and family office transactions.

This session is well suited for private equity professionals, investment bankers, business owners and founders, CFOs, and M&A counsel involved in structuring or negotiating transactions.

Contract Considerations in Roll-Up Transactions | October 13, 2026 

11:30 AM - 12:30 PM

Register: Session Four

Jack D. Horgan and Troy F. Meyerson
In repeat acquisition strategies, contract terms can have an outsized impact on both execution and post-close value. This session will examine key contract considerations in roll-up transactions, including provisions that commonly drive negotiation, allocate risk, and affect integration or future exit planning. We will focus on practical drafting and deal points that help buyers stay disciplined while remaining responsive to the realities of lower middle-market transactions.