Financial Services M&A Summit - Chicago
71 South Wacker Drive
Chicago, IL 60606
Please join Mayer Brown for an engaging half-day forum on the evolving landscape of financial services M&A. Our program will bring together Mayer Brown partners and senior industry leaders from leading firms across the financial services sector — including global investment banks, advisory firms, and financial consultancies — to explore the forces reshaping deal-making across banking, insurance, wealth management, and private credit.
The afternoon will feature dynamic panel discussions and fireside conversations covering:
- The Next Wave of Financial Services M&A
- AI in M&A: Transforming the Financial Services Deal Landscape
- Deal or No Deal: Inside High-Stakes M&A Disputes
- Private Capital's Expanding Role in Financial Services
- Fireside Chat: Private Equity & Wealth Management Convergence
- Fireside Chat: Managing Risk, Finding Opportunity, & Executing in an Uncertain Market
This event will be held in person on Wednesday, September 30, 2026, at our Chicago office. We hope you will join us for an afternoon of substantive discussion and the opportunity to connect with peers and practitioners at the forefront of financial services M&A.
There will be no recording, and no hybrid option available.
Mayer Brown will seek accreditation for this program in CA, IL, NY, NC, TX, UT, and VA. CLE credit is pending.
WEDNESDAY, SEPTEMBER 30, 2026
2:00 p.m. – 2:30 p.m. Registration
2:30 p.m. – 6:00 p.m. Program
6:00 p.m. – 7:00 p.m. Networking Reception
Agenda
- 2:00 P.M. – 2:30 P.M.
Registration
- 2:30 P.M. – 2:35 P.M.
Welcome Remarks
- 2:35 P.M. – 3:35 P.M.
THE NEXT WAVE OF FINANCIAL SERVICES M&A
- James Anderson, Global Co-Head of Financial Services, Houlihan Lokey
- Andy Rosenburgh, Co-Head of FIG, Wells Fargo
- JJ Schmidt, Director, Piper Sandler
- Lauren Pryor, Partner, Mayer Brown
- Daniel Serota, Partner, Mayer Brown
- 3:35 P.M. – 4:05 P.M.
AI IN M&A: TRANSFORMING THE FINANCIAL SERVICES DEAL LANDSCAPE
- Olivier Rigaud, Senior Director – Payments Strategy, Capital One
- Joseph Castelluccio, Partner, Mayer Brown
- 4:05 P.M. – 4:35 P.M.
DEAL OR NO DEAL: INSIDE HIGH-STAKES M&A DISPUTES
- Ken Mathieu, Managing Director, Berkeley Research Group
- Frank Favia, Partner, Mayer Brown
- Mike Serafini, Partner, Mayer Brown
- 4:35 P.M. – 5:05 P.M.
PRIVATE CAPITAL'S EXPANDING ROLE IN FINANCIAL SERVICES
- JP Bernard, Partner, Mayer Brown
- Jonathan Dhanawade, Partner, Mayer Brown
- Matthew O’Meara, Partner, Mayer Brown
- 5:05 P.M. – 5:20 P.M.
Networking Break
- 5:20 P.M. – 5:40 P.M.
FIRESIDE CHAT: PRIVATE EQUITY & WEALTH MANAGEMENT CONVERGENCE
- Jacob Fox, Executive Director, J.P. Morgan
- Ameer Ahmad, Partner, Mayer Brown
- 5:40 P.M. – 6:00 P.M.
FIRESIDE CHAT: MANAGING RISK, FINDING OPPORTUNITY, & EXECUTING IN AN UNCERTAIN MARKET
- Doug Jackson, Managing Director, Greenhill & Co.
- Bill Kucera, Partner, Mayer Brown
- 6:00 P.M. – 7:00 P.M.
Networking Reception
