Frameworks Workshop: Mergers & Acquisitions 2018

......... October 4th 2018
Presented by Allen Matkins

PROGRAM OVERVIEW

While the economy continues to remain stable – for the time being – there still seems to be endless regulatory and fiscal changes and challenges when acquiring or selling a company.  In order to successfully navigate an M&A transaction in this evolving economic environment, it is critical that buyers and sellers understand what will be required to be successful in their strategic transaction efforts.

WHAT YOU WILL LEARN

  • How companies are obtaining financing in today's market
  • How to properly conduct due diligence from a buyer's and seller's perspective
  • Current landscape of the M&A market (valuations, financing alternatives and deal trends)
  • How to address a variety of confidentiality concerns in an M&A transaction
  • How making operational, financial and legal decisions can help your company maintain its value and remain an attractive partner through the sale process
  • How operating efficiency, customer/supplier quality, strategic focus, key management effectiveness and other non-financial metrics affect valuations and deal terms
  • How to plan and implement a successful post-acquisition integration strategy

WHO SHOULD ATTEND

Anyone on either the buy or sell side who is preparing to engage in a potential merger, sale or acquisition or who wants to have a clear acquisition or disposition strategy in place.

ABOUT THE PRESENTERS

Clark Libenson is a corporate partner in the San Diego office of Allen Matkins where his practice focuses on corporate finance and business transactions, including public offerings and private placements of equity and debt, real estate securities, corporate reorganizations, mergers and acquisitions, employee equity and compensation arrangements, corporate governance, and board advisory matters. He also provides counsel to clients on financial services and general commercial matters, including commercial lending and secured real property transactions. Clark represents real estate enterprises, financial institutions, manufacturers, mining ventures and technology companies, among others. 

Allan Siposs is Managing Partner and founder of Keystone Capital Markets, Inc. His firm represents business owners in the sale of their companies, and provides services relative to value enhancement, mergers, acquisitions and divestitures of middle-market enterprises. For over two decades, Mr. Siposs has assisted hundreds of business owners by planning and directing the preparation and sale of their companies. Mr. Siposs specializes in the sale of private companies, with an emphasis on the development and implementation of strategies designed to improve company value and optimize positioning, with the objective of rapidly achieving client objectives and maximizing shareholder value. His efforts on behalf of business owners and investors have resulted in increased shareholder net worth totaling hundreds of millions of dollars.  During his many years of investment banking experience, Mr. Siposs has executed transactions across a broad range of industries, including consumer products, apparel, footwear, food and beverage, manufacturing, distribution, online commerce and professional services. 

Josh Petropoulos, CPA, is a Senior Manager for Deloitte Tax LLP in the San Diego Office. Josh has over 12 years of experience at Deloitte, including 2 years in the National M&A Transaction Services Group. Josh has provided a wide range of tax services such as tax due diligence, accounting for income taxes, federal and state tax compliance services, and other tax consulting projects to corporations and partnerships in the life sciences, consumer products, and technology industries. Josh holds a Bachelor of Business Administration in accounting from the University of Massachusetts - Amherst and a Master’s degree in taxation from the University of Denver.

 

Presented by:

 

CONNECT's Frameworks program is a collection of educational workshops, led by industry experts, designed to expand an entrepreneur’s business acumen. CONNECT's Frameworks is put on in partnership with the San Diego Small Business Development Center.
 
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