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M&A Transaction Readiness

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Zoom in to hear the experts discuss what they’re seeing in the M&A market, post-Covid 19, what sectors are still active in M&A (hint: big tech is actively shopping and closing acquisitions!), and how you should prepare your company to be ready for sale – even if you’re not currently planning to sell.

Learning Objectives:

    • How to Prepare a Company for M&A – whether or not there are plans to sell in the near term. Why it is best to be ready, just in case…
    • The difference between a well-organized sale and due diligence process, and a haphazard one, and why this matters – a lot!
    • Update on current M&A market for tech companies: what sectors M&A dealmaking is still active post-COVID, and how valuations are holding up.
    • Tips for business owners and company CFOs from the M&A experts: challenges, mistakes and pitfalls to avoid, when selling a business.

Panel discussion will be moderated by FEI Silicon Valley chapter member, Jan Robertson. All are welcome!



Craig Hamm CPA
Partner, Advisory

Craig leads BPM’s Transaction Advisory Group and has more than 15 years of experience with a focus in assurance and financial due diligence services. Craig has served start-up companies to Fortune 500 companies in the Venture Capital, Service and Technology industries. He has extensive experience with Venture Capital funds as well as advising privately held middle market companies throughout their business life cycle regarding technical assurance and accounting issues, merger and acquisition advisory services, organizational and operational restructuring, assessment of financial risk and professional assistance with integrations.

Craig Hamm holds an active CPA license in California.



Bradley J. Gersich
DLA Piper

Brad Gersich represents both emerging and sophisticated private companies, and helps them manage their complex businesses, secure equity and debt financing and complete strategic business combinations.

Brad also assists venture capital firms, family offices and angel investors evaluate, structure and complete investments in promising early stage companies.

Finally, Brad leads teams in support of private equity firms and PE-backed platforms to grow businesses rapidly through acquisitions of businesses and technologies on a global scale and integration of businesses to harvest operational synergies.


Jan Robertson
Managing Partner & CFO
SiVal Advisors, LLC

Jan is Managing Partner and CEO of SiVal Advisors, a technology-focused mergers & acquisitions advisory firm located in Silicon Valley, California. Ms. Robertson, a frequent speaker and author on topics related to M&A, has advised numerous clients and boards of directors on a wide variety of transactions over her thirty-year career. Prior to SiVal Advisors, Jan was Managing Director in Needham & Company’s Menlo Park office, where she built the M&A practice from 1997 to 2002, and prior to that she was Managing Director, M&A at RBC Capital Markets in Toronto. In 2012 Jan was honored as one of Silicon Valley’s “Top 100 Women of Influence”.


SiVal Advisors professionals have completed over 500 transactions worth $12 billion in deal value. Based in Silicon Valley with connections around the globe, we serve clients in a range of industries including: software, business services, healthcare, medical devices & services, manufacturing and semiconductor equipment, with valuations, growth funding, acquisitions, mergers and sales of businesses.


Event Details:

Tuesday, July 14th @ Noon



CPE Credits

One (1.0) CPE credit available. Field of Study: TBA

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,



Registration is closed, please contact Micky at [email protected] for questions.