The recent introduction of private equity investment in law firm operations is the biggest shift to happen in the plaintiff firm industry, possibly ever. After the landmark Dudley Debosier deal, firms across the country are asking what it all means, why and how it happened, and what’s next. We’ve seen this coming for 15 years, and now, we are pulling back the curtain.

A Seat at The Table is a one-of-a-kind, exclusive event designed for one purpose: to give you the answers you can’t get anywhere else. All the key players will be in the room—the law firms, the private equity teams, investment bankers, the ethics lawyers, and the Vista team who helped navigate the practicalities. You will hear their thought processes, learn from their experiences, and get the blueprint for navigating this new landscape.

This is not a theoretical discussion. This is a practical, in-the-trenches look at the why, the how, and the what’s next for your firm. We will cover why firm owners are considering these deals, from creating a legacy to succession planning. You’ll learn about the transaction process, the lessons learned, and how to define success in this new environment. The private equity investment may not/will not be right for every firm….yet having the knowledge of pros and cons will allow well informed decision making. You will leave informed.

• If you’re interested in learning about private equity involvement with plaintiff firms and MSOs, you need to be here.
• If you’re interested in potential new exit strategies, you need to be here.
• If you’re wondering if you even can do this, you definitely need to be here.

You can’t get this information anywhere else. Period. While others speculate, we’re bringing the entire deal team into one room to give you the unvarnished truth. This is your one chance to hear directly from the people who executed the first major deal of its kind and understand the new pathways available to your firm.

We will help you:

• Understand the New Landscape: Hear what’s happening in the industry and why firms are exploring M&A and private equity now.
• Master the Process: Learn the role of an investment bank, the importance of a Quality of Earnings report, and the steps that happen before an LOI is ever signed.
• Navigate the Ethics: Gain clarity from leading ethics lawyers on how to structure these deals correctly and mindfully.
• Define Your Future: Get the insights you need to think through what you want for your firm, your team, and your legacy.

This is more than an event; it’s your opportunity to get ahead of the most significant change our industry has ever seen.

Networking Reception | May 6 | 5:00 – 6:30 pm
Join us for an exclusive networking reception at Scoreboard Social, overlooking the field at Oriole Park and in the shadow of the famous scoreboard. Connect with speakers and fellow firm leaders before the main event begins.

• What is Happening and Why: Tim McKey kicks off the day by explaining the industry shift that is now upon us.
• The Anatomy of a Deal: The team from Dudley Debosier and Uplift share their thought process behind their groundbreaking transaction.
• What Happens BEFORE an LOI: A deep dive into the crucial first steps of any major transaction.
• The Money Panel: Citizens Capital Markets & Advisory and other financial experts discuss the role of investment banks and capital options.
• The Lawyers for the Deal: Hear from the M&A attorneys who paper the transactions.
• The Ethics of MSOs: A panel of ethics lawyers breaks down the structures and considerations to keep you protected.
• Financing & Debt Considerations: Experts from Esquire Bank discuss case cost financing and its role in valuation, plus other debt financing options.
• The Importance of a Quality of Earnings Report: Understand why the construction of this document is critical for any firm considering a financial transaction.

A Seat at the Table brings together the actual players from the industry’s most talked-about deal. This is not a panel of commentators; this is the team. You will hear directly from the law firm partners, the private equity leaders, the investment bankers, and the ethics attorneys who navigated this new frontier. Prepare to get actionable insights from the people in the room where it happened.

Featured Speakers & Firms:

• Tim McKey, CEO, Vista
• Citizens Capital Markets & Advisory
• Chad Dudley & The Dudley Debosier Team
• The Uplift Team (Dudley Debosier’s MSO partner)
• Andrew Sagliocca, Vice Chairman, President & CEO of Esquire Bank
• Ari Kornhaber, Founder, EVP and Head of Corporate Development at Esquire Bank
• And a curated panel of M&A and Ethics Lawyers, and other related financial professionals

(Full speaker list to be announced)

Find all the details about this event and purchase your tickets at https://vistact.com/a-seat-at-the-table/.

We hope to see you there!