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April 2018
Selling a Business – What Every CEO, CFO, Business Owner & Board Advisor Needs to Know!
Our next Transactions Affinity Group Meeting on Wednesday, April 11, 2018. By popular demand, based on the results of our recent TAG meeting survey, our most requested, highest-ranked topics are: Selling a Business – What Every CEO, CFO, Business Owner & Board Advisor Needs to Know! Including… Top Mistakes Made in Selling a Businesses
Find out more »May 2018
Transaction Affinity Group – State of the Markets Update
Our next Transactions Affinity Group Meeting on Tuesday, May 22, 2018.
Hear the inside views on the health and productivity of the venture ecosystem in the most recent edition of SVB Analytics’ State of the Markets report
June 2018
Transactions Affinity Group: The Next Wave –Thriving After the Deal Closes
This interactive Affinity Group Session will focus on key strategies that you can implement once you have the mission to “Thrive After the Deal Closes.”
Find out more »September 2018
Global Trends in Software Dealmaking
Come and hear Taylor Henricks, Morgan Stanley’s Head of West Coast Software M&A, discuss trends in the 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! Speaker Taylor Henricks Head of West Coast Software M&A Taylor is a senior member of Morgan Stanley’s Technology Investment Banking Group and is…
Find out more »October 2018
In the trenches – Cybersecurity and IT Operations Due Diligence
Two of RSM’s leading professionals – Colin Zarbough and Alpa Kamdar -- will discuss in this interactive panel how to assist clients as they pursue add-on acquisition and the importance of evaluating IT and identifying cyber-security concerns prior to the close of transaction. Learning objectives: Identify the latest cybersecurity threats and associated damages Identify best practices to step up your security posture and improve early detection processes to minimize damages in the event of a breach Prepare for discussions with…
Find out more »January 2019
Selling a Business to Private Equity – Pitfalls to Avoid
Our next Transactions Affinity Group Meeting on Wednesday, January 23rd at Baker McKenzie. Topic is: Selling a Business to Private Equity – Pitfalls to Avoid
Find out more »February 2019
Succeeding with Small Cap Equity Financings
Our next Transactions Affinity Group Meeting on February 28th at Quadrus Conference Center. What are the challenges in implementing a small/micro cap equity financing in the public markets today and how best to overcome them in? Who are the key investor groups in this segment, how have they changed over time and what are the implications for issuers? Gain insights from two CFOs, both FEI members, who recently completed equity financings, Mitch Levine, CFO OncoCyte (AMEX:OCX) and Jim Sullivan, CFO,…
Find out more »May 2019
Private Equity Market Update
Our next Transactions Affinity Group Meeting on May 16th at Quadrus Conference Center. State of Private Equity within the Technology Sector: Current environment: Discuss the current investment environment for funds focused in the technology sector. What challenges are you facing, and can you describe any adjustments you are making? Impact to your portfolio and future investment from national or global catalysts such as trade tariffs and Brexit Looking forward: With predictions of a looming recession vacillating between being imminent to…
Find out more »September 2019
Transaction Affinity Group – Private Equity Market Update
Our next Transactions Affinity Group Meeting on Thursday, September 19th. Come and hear the experts discuss the following... Current environment: Characterize the current investment environment for funds focused in the technology sector. What challenges are you facing, and can you describe any adjustments you are making? Impact to your portfolio and future investment from national or global catalysts such as trade tariffs and Brexit, and general economic environment. Looking forward: With predictions of a looming recession vacillating between being imminent…
Find out more »October 2019
CFIUS: The Gatekeeper on M&A and Investment by Foreign Buyers
Our next Transactions Affinity Group Meeting on Wednesday, October 9th. Come and hear the experts discuss the following... CFIUS: The Gatekeeper on M&A and Investment by Foreign Buyers The Committee on Foreign Investment in the United States (CFIUS) investigates mergers that could result in control of an American business by a foreign individual or company, judging whether deals could threaten national interests. In 2017, 240 deals were reviewed by CFIUS (up from 172 in 2016) with 20 deals reportedly blocked…
Find out more »March 2020
Merger of Equals, The Unique Challenges
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…
Find out more »October 2020
Part 1 – The 2020 SPAC Revolution
SPACs or “special purpose acquisition corporations” have greatly impacted the 2020 IPO market because they are more efficient, quicker and less expensive than IPOs, and they are less linked to market timing. Seventy (70) SPACs have accounted for approximately 40% of US IPO filings and raised over $31 billion during 2020 (versus 59 SPACs in 2019 which raised $13.6B). We will explore the changing dynamics of SPACs, and their influence on capital and M&A markets. Basics of SPACs Market Trends…
Find out more »December 2020
Part 2 – SPAC – An Interview with Jonas Grossman
Join us for an interview with Jonas Grossman. Craig Lilly of Reed Smith will be interviewing Jonas Grossman, President of Chardan. While at Chardan, Jonas and his team have underwritten, acted as M&A advisor, and self-sponsored more than 80 special purpose acquisition corporations or “SPACs”. During 2020, SPACs have accounted for over 40% of US IPO filings and raised over $60 billion. We will take a deep dive into SPACs and the current M&A environment including SPAC economics, trends, advantages…
Find out more »Employment Law Considerations in M&A/ Operations – Update on AB5 & AB2257
On both the buyer’s and the seller’s sides of a corporate merger or acquisition, employment law considerations can significantly impact the dynamics of negotiations and transactions. Consultation with skilled employment counsel throughout a transaction is critical. But equally important is an understanding of the typical employment law considerations that can affect negotiations and transactions. Independent contractor and employee classification is one such consideration, and is a particularly dynamic area of developing law. Learning objects: Early in the deal process: What…
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