The Future Has Arrived.

Networking Reception: May 6, 2026 | 5:00 PM - 6:30 PM
Main Event: May 7, 2026 | 9:00 AM - 4:00 PM

Oriole Park at Camden Yards
Historic Warehouse

Key Takeaways

Behind-the-Curtain Access

Gain an unparalleled look into the landmark deals shaping the plaintiff law industry directly from the people who made them happen.

The M&A Playbook

Understand the roles of investment banks, private equity, Quality of Earnings providers, and ethics counsel in a transaction and learn the critical questions to ask about your firm's future.

Strategic Clarity

Decode what an MSO is, who it's right for, and what your firm needs to get right to prepare for a new era of ownership structure and legacy.

Elite Connections:

Network with the key players (the advisors, dealmakers, investors, and the trailblazing firm owners) in a setting designed for high-level conversation.

The Future Has Arrived.

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.

Who Should Attend

This event is built for law firm owners and C-suite executives.

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.

Claim Your Seat at The Table

WHY ATTEND A SEAT AT THE TABLE?

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.

Agenda & Sessions

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.

Main Event | May 7 | 9:00 am – 4:00 pm

A full day dedicated to unpacking the new world of private equity in the plaintiff law space.

Tentative Agenda:

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.

Speakers & Presenters

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)
- Esquire Bank
- And a curated panel of M&A and Ethics Lawyers, and other related financial professionals

(Full speaker list to be announced)

Venue

Venue Information:

Oriole Park at Camden Yards Historic Warehouse
333 W Camden St, Baltimore, MD 21201

Accommodation/Travel Info:

After registering, you will receive a list of local hotels within walking or close driving distance.

Registration & Tickets

Seating is extremely limited to maintain an intimate and high-impact environment.

Ticket Prices:

Law Firm Owners & Officers: $1,000 per attendee
Private Equity Firms & Investors: $2,500 per attendee

Inclusions:
Your ticket includes access to the networking reception on May 6th, the full-day event on May 7th, plus coffee, lunch, and all session materials.

How to Register:
Click the button below to secure your spot. Registration will close once capacity is reached.

Details	Price	Qty
Law Firm Owners & Officers	$1,000.00 USD	Quantity
Private Equity Firms & Investors	$2,500.00 USD	Quantity

please do not enter anything in this input

FAQs

Who from my firm should attend?

This event is specifically for law firm owners, partners, and C-suite executives who are involved in the strategic decision-making for the firm's future.

Is this event only for firms looking to sell immediately?

Not at all. Whether you are actively looking to sell, want to understand your firm’s value, or are simply curious about the massive shifts happening in the industry, this event is for you. The information provided will be invaluable for any firm leader planning for the next 5-10 years.

What makes this different from other M&A conferences?

We aren’t just talking about theory. We are bringing you the exact people who executed a major, industry-defining deal. You will get a behind-the-scenes look at the strategy, the numbers, and the lessons learned directly from the source. You cannot get this access anywhere else.

Will there be opportunities to ask questions?

Yes. The event is designed to be interactive, with Q&A sessions built into the agenda to ensure you can get answers to your most pressing questions.

This event brought to you in conjunction with lending partner Citizens Capital Markets

(Additional partnership opportunities available)

A SEAT AT THE TABLE IS PROUDLY HOSTED BY:

Questions? Contact:

TERRI HOUCHIN
Operations Consultant | Event Strategist
T: (270) 799-5769 | E: thouchin@vistact.com