Frameworks Workshop: Mergers & Acquisitions - Transaction Planning

......... June 6th 2019
in partnership with Allen Matkins

Program Overview

In today’s evolving economic environment, 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, 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; and
  • 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. For over three decades, Clark has helped companies navigate and successfully complete a broad range of business transactions both in the United States and abroad. Clark's practice focuses on corporate finance and business transactions, including corporate reorganizations, mergers and acquisitions, public offerings and private placements of equity and debt, real estate securities, employee equity and compensation arrangements, and corporate governance and board advisory matters. From an international perspective, Clark handles all manner of in-bound investment from the Asia-Pacific region and out-bound investment to Mexico and Latin America. He has a particular emphasis on cross-border mergers and acquisitions, joint ventures, manufacturing, and multi-jurisdictional distribution arrangements.

Shawn R. Wamstad is a Financial Advisor in Bernstein’s San Diego office. He provides investment planning and management for high-net-worth individuals, families, foundations and endowments, and small to medium-sized businesses. Prior to joining the firm in 2011, Wamstad was with Covest Capital Partners, a $500 million private commercial real estate investment firm where he was the chief operating officer, responsible for strategic planning, business development, oversight of capital raising efforts and legal counsel. Previously, he served as general counsel for USA Properties, a private commercial real estate investment firm, and before that he was an attorney with Blanchard, Krasner & French, advising emerging companies and high-net-worth clients regarding corporate finance, real estate, securities, intellectual property and estate planning. Wamstad earned a BBA in marketing from Texas Christian University, an MBA in finance from the University of San Diego School of Business and a JD from the University of San Diego School of Law.

Josh S. Petropoulos is a senior tax manager in the San Diego office of Deloitte Tax LLP where he provides a broad range of tax services to both public and privately held companies, including tax due diligence, tax structuring and post-merger integration services. Josh has more than 12 years of public accounting experience at Deloitte. Josh earned a BBA in accounting from the University of Massachusetts Amherst and a Masters 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.

In partnership with