Learn more about
M&A and Restructuring
Participants will assess insights shared by legal, valuation, tax, and private equity leaders to infer insights that can help inform continuation fund priorities and decisions for the remainder of 2025 and beyond.
Key takeaways
Host: Barry Winer, head of Research, Mergers, Acquisitions, and Restructuring, Deloitte Services LP
Presenters: Hector Calzada, managing director, Deloitte Corporate Finance LLC
Jeff Van Egdom, partner, West Region Tax Leader Deloitte Tax LLC
David Parrish, Global co-chair, Investment Funds Practice, DLA Piper
1.0 Overview CPE credit | Specialized Knowledge
With exits more challenging in 2025, how are private equity leaders utilizing continuation funds for greater success? We’ll discuss:
- Market-driven observations explaining continuation fund popularity in recent years and over the months and years ahead
- Fairness opinion and valuation factors worth considering with continuation fund strategies
- How private equity leaders are considering and benefiting from early tax planning with continuation funds
CLE credit overview: DLA Piper LLP (US) has been certified by the State Bar of California, Illinois MCLE Board, the Board on Continuing Legal Education of the Supreme Court of New Jersey, and the New York State Continuing Legal Education Board as an Accredited Provider. The following CLE credit is being sought:
California: 1.0 General Credit
Illinois: 1.0 General Credit
New Jersey: 1.2 General Credits
New York: 1.0 Professional Practice Credit (Transitional/Appropriate for Newly Admitted & Experienced Attorneys)
CLE credit will be applied for in other states where DLA Piper has an office with the exception of Minnesota, North Carolina, Pennsylvania, and Puerto Rico.
