Mergers & Acquisitions
While the economy has become more stable post-recession, yet with another recession potentially looming on the horizon, 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
- $25 for Non-Members
- $15 for Connect w/ SDVG Members & EIR/Mentors
- Free for Current Springboard Companies
Allen Matkins Mergers & Acquisitions Frameworks Workshop
- 8:00am - 8:30am
- Registration & Light Breakfast
Clark LibensonPartner, Allen Matkins
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 joint ventures, 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. Clark represents manufacturers, medical device and other technology companies, mining ventures, issuers of real estate securities, and real estate enterprises, among others.
Craig DupperFounder & Managing Partner, Elan Growth Partners
Craig Dupper is the Founder and Managing Partner of Elan Growth Partners. With more than 24 years of finance, direct investing and management experience, Craig leads all elements of the Elan investment process and sets the Firm’s strategic direction. Prior to Elan, Craig spent 16 years as one of two partners at Solis Capital Partners, a lower middle-market boutique private equity firm which deployed more than $122 million through two funds, co-investments, and stand-alone opportunities. Craig continues as a Partner and Manager of Solis Capital Partners II, LP, and will do so until the fund is fully realized. Before becoming a private equity investor, Craig spent nearly seven years in New York. A majority of this time was spent in the Investment Banking Department of Goldman Sachs, where Craig managed more than $8.5 billion in financings. Prior to Goldman Sachs, Craig was at the Dai-Ichi Kangyo Bank and Bear Stearns where he completed transactions valued at more than $1.6 billion.
Eben PerisonPresident, Armory
Eben Perison is the President of Armory. Eben has over 25 years of experience advising middle market companies on mergers and acquisitions, debt and equity capital raises and complex financial restructurings. Prior to forming Armory, Eben led the investment banking team at Oppenheimer & Co. and before that the Seaport Group where he served as the Head of Special Situations Investment Banking. Before Seaport Group, Eben was a Managing Director at Fortress Investment Group where he was responsible for originating, negotiating and structuring a broad range of alternative debt investments. Prior to Fortress, Eben was Co-Head of Investment Banking for Libra Securities, LLC, an investment bank specializing in middle market leveraged finance and a Managing Director for U.S. Bancorp Libra, the former leveraged finance and high-yield division of U.S. Bancorp. Preceding his investment banking career, Eben served as a corporate lawyer for seven years with Milbank, Tweed, Hadley & McCloy and Gibson, Dunn & Crutcher.
Joe ZanfiniM&A Tax Manager, BDO
Joe Zanfini is an M&A Tax Manager at BDO. Joe has five years of tax planning, research and transactional experience in mostly federal, as well as state and international tax matters.
As a member of BDO’s transaction services team, Joe provides tax planning for acquisitions and divestitures of US and non-US corporations as well as the tax implications to shareholders. In addition to transactional tax planning and structuring, Joe has also performed tax diligence on buy-side and sell-side acquisitions for private equity and strategic clients, as well as advised clients regarding ownership changes and their implications.
Prior to joining BDO, Joe served as a West Region Subchapter C Advisory manager at Deloitte Tax LLP, where he advised a wide range of clients on tax structuring, entity rationalization, post-merger integration, bankruptcy planning, the tax treatment of debt instruments, ownership changes, and debt capacity analyses.