US Private Equity M&A

Forum Overview

Dates: October 22 - 24, 2025

Location: Charleston, SC

Carefully curated by a distinguished Steering Committee, the Forum is an exclusive annual gathering of 48 senior professional comprising of experienced private equity in-house lawyers and elite-level private practice advisors who are proficient in the negotiation, structuring and execution of private equity mergers and acquisitions across the US.

Using candid, peer-driven discussion, this Forum explores key private equity M&A trends and developments, to discern best practices and strategies for successfully negotiating and completing transactions.

CONNECT. ENGAGE. EXCEL. This is a different event, unlike any you've attended

Built on meaningful interactions and genuine connections, the Forum is the premiere gathering for private practice and in-house lawyers from across the United States who are proficient in the negotiation, structuring, and execution of private capital investment transactions and mergers & acquisitions.

"The opportunity to engage with colleagues in a candid, informal setting is incredibly valuable and unique to the Forum. It is an excellent place to exchange ideas and learn from industry leaders on a broad range of relevant topics."

Brett Saulnier

Associate General Counsel

OPTrust

Toronto, ON

"The Forum gave me the opportunity to connect with both internal and external lawyers in the same industry to share thoughts and experiences on the market, opportunities and challenges - all in the context of a unique format that encouraged excellent discussion."

Kristen Haase

Managing Partner, Private Equity

Brookfield Asset Management

New York, NY

"The Forum was a great opportunity to reflect on industry trends with colleagues and clients in an open yet small environment often making friends with people outside the formality of work."

Jonny Myers

Global Head Private Equity

Clifford Chance

London, United Kingdom

"The open discussion format of the Forum combined with the size and makeup of the participants made for candid and thoughtful conversations. Hearing from peers how they are thinking about the same issues I'm currently facing was incredibly valuable."