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Merger of Equals, The Unique Challenges

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Our next Transactions Affinity Group Meeting on Tuesday, March 3rd, 5:30pm – 7:30pm

Come and hear the experts with a fireside chat…Learn about the challenges with a “merger of equals”, defining company and board leadership, what makes it a ‘reverse merger’, the legal vs. accounting acquirer, some intricacies of SEC reporting and more!

 

Moderator:

Hema Sundarraj
VP Corporate Controller
Nanometrics

Hema Sundarraj is at Nanometrics, a manufacturer of metrology solutions for the Semi industry, as Vice-President Corporate Controller, where she is responsible for Global Accounting functions, Treasury and External Reporting. Prior to Nano, she was VP, Head of Finance at Sunpreme, a clean-tech venture backed manufacturer of Solar Panels. She started her career at Applied Materials and continued at Mattson Technology, both manufacturers of semiconductor equipment, where she held various leadership roles in FP&A and Operational Finance. Hema has a bachelor’s degree in Business, an MBA in Finance from XLRI, Jamshedpur in India, and is a licensed CPA in the State of California.

 

 


Panelists:

Michael Dye
Director, Capital Markets & Accounting Advisory Services
PWC

Mike is a Director in Transaction Services with over eleven years of experience advising clients on a broad range of complex accounting topics, including business combinations, consolidation, revenue recognition, stock-based compensation, leasing, complex financings, and derivatives & hedging. Mike assists clients with transaction structuring and application of new and/or complex accounting principles with a focus on mobilizing accounting policies, highlighting impacts on operating results, and supporting financial system implementations.

Mike has knowledge of SEC reporting requirements for acquisitions and divestitures, including the required financial statement and pro forma information, filing timelines and carve-out financial statements. Mike regularly supports both buy- and sell-side diligence with a focus on finance and controllership diligence. He also regularly advises clients pursuing an IPO to navigate the accounting and financial reporting complexities involved with going public.

 

Mike is a California CPA and a member of the American Institute of Certified Public Accountants.
Michael.j.dye@pwc.com

 

Katie Tobin
Audit Partner
EY

Katie has been with the San Jose, California office, with a focus in the technology industry.  Katie’s current and previous clients have been heavily focused in the semiconductor and equipment manufacturer industry. Katie has served the technology industry for over 16 years, advising global clients on accounting related to new business models, acquisitions, revenue recognition, inventory costing, restructurings, debt offerings, leasing, tax matters, and contingencies.  Katie also have extensive experience with reporting matters with the Securities and Exchange Commission, including advising clients on SEC comment letters. Katie is able to help clients evaluate new and complex accounting rules in a collaborative and practical way.
Katie graduated from the University of California at Santa Barbara with a Bachelor of Science in Business Economics with an emphasis in Accounting, and a minor in Anthropology.  Katie is a certified public accountant (CPA) licensed to practice in California and a member of the American Institute of Certified Public Accountants (AICPA).

 

Lisa Cui
Director, Technology M&A
Barclays Investment Bank

Lisa Cui is a Director in the Technology M&A team at Barclays. Lisa has been with Barclays Technology Investment Banking group since 2012, and has completed 30+ M&A, equity and debt transactions. Notable M&A transactions include Nanometrics’ MOE with Rudolph Technologies, Finisar’s sale to II-VI, Centrify’s transaction with Thoma Bravo, Veeco’s acquisition of Ultratech, and HP’s acquisition of Aruba Networks. Lisa has an MBA from Columbia Business School, and a bachelor’s degree in Chemistry from Tsinghua University in China.

 

 

Qualified Potential Members may register up to three events.  After that, in order to attend you would need to become a member.

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.NASBARegistry.org.

 

Tickets

Registration is closed, please contact Micky at micky.robledo@feisv.org for questions.