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Come and hear David Chen, Morgan Stanley’s Global Head of Software M&A, discuss trends in US and Internationally in the software M&A market.

Learning objectives:

  • Understand about Global Software M&A and what is driving those trends.
  • Learn from an experienced M&A professional about the key aspects of negotiating a successful transaction and what it takes!


David Chen
Managing Director & Global Head of Software Banking
Morgan Stanley

Dave is a senior member of Morgan Stanley’s Technology Investment Banking Group and is the Global Head of Software Banking. With over sixteen years of investment banking experience, Dave has advised some of the most disruptive software companies on their financial and strategic objectives. Dave has had the privilege of advising on key transactions including IPOs for Zscaler, SailPoint, ForeScout, Salesforce.com, NetScreen Technologies, Palo Alto Networks, FireEye, Fortinet, Barracuda Networks, AVG, Tableau Software and Apigee. He has also advised on mergers and acquisitions transactions including the $1.7bn sale of J.D. Edwards to PeopleSoft, $7.7bn sale of McAfee to Intel, the $1bn acquisition of Mandiant by FireEye and the recent sale of Adallom to Microsoft and of iSight Partners to FireEye. Dave has advised leading public software companies on financing transactions including the $1bn convertible notes offering for Salesforce.com in 2013, the $920mm convertible notes offering for FireEye in 2015, Symantec’s $1.1bn inaugural investment grade notes offering and follow-on equity transactions for SeeBeyond Technology Corporation, Palo Alto Networks, FireEye, Imperva and Tableau Software. On the private financing side, Dave recently served as lead placement agent on DocuSign’s $85mm and ForeScout’s $76mm financing round.

Hosted By

Event Information

Wednesday, September 5, 2018
5:00 PM – 7:00 PM

Networking with drinks and light fare, followed by discussion.

Please arrive early for registration!


Meal Type

Heavy Appetizers


CPE Credits

One and a half (1.5) CPE credits available. Field of Study: TBD

FEI is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Questions regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website, www.learningmarket.org.



Unlimited available
Chapter Member (TAG_9-5)$15.00

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Chapter Partners (TAG_9-5)$15.00

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Unlimited available
Non-Members (TAG_9-5)$25.00

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