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SUCCESSFUL STRATEGIES FOR MERGERS AND ACQUISITIONS
Our panel of experts will share their expertise in navigating
a successful Merger or Acquisition. They’ll discuss strategies to position your
company for a future M&A event, tactics in locating a suitable partner, negotiating
the right deal and what life may be life after the celebration. We look forward
to sharing our experiences and insight with you.
Date: April 16, 2008
Time: 6:00 - 9:00 PM
Place: UC Irvine
Sponsored by: TechBiz Connection, a non-profit
professional trade association that organizes monthly events helping Southern California
executives, technology professionals and entrepreneurs to more effectively network,
and to learn about key technology and management trends that affect business performance...
www.techbizconnection.org
MODERATOR:
Charlene Davidson | Senior Managing
Director | RSM EquiCo Capital Markets
Ms. Davidson has more than 20 years of global corporate
and investment banking experience, advising entrepreneurs, principals and corporations
on an array of business transactions, including strategic planning, capital raising,
and M&A.
She has executed comprehensive capital structure strategies
for public and private companies as well as provided advisory roles for capital
raising, liquidity access, investment management, cross border banking and global
corporate finance activities. Prior to RSM, Ms. Davidson was most recently a Senior Managing Director at BankAmerica Securities LLC in the Technology
Group.
PANELISTS:
Phillip Currie | Managing Partner |
Shoreline Partners LLC
Phillip is a San Diego-based, middle market investment
banking firm that handles sales of privately held companies with $10 to $200 million
in revenue and acquisitions for public companies. He has led a variety of merger,
sale and acquisition assignments, with particular focus on strategic transaction
planning and value assessment. He is a frequent lecturer to CEO groups throughout
the West and has published numerous articles on mergers and acquisitions. In 1973,
he founded Livingston Management, a corporate financial management consulting firm.
For 16 years, the firm provided direction and strategies for acquisition, divestiture,
refinancing, recapitalization, balance sheet restructuring and corporate reorganization.
Bart Greenberg | Partner |
Manatt, Phelps & Philips, LLP
Bart is a partner in the business and transactions group
in the Orange County office of Manatt, Phelps & Philips, LLP, where he also
serves as co-chair of Manatt's venture capital & technology practice group.
Mr. Greenberg practices general corporate law with an emphasis on mergers and acquisitions
and debt and equity financings. Mr. Greenberg has assisted in mergers and acquisitions
in a wide variety of industries, including automobile collision repair, medical
supplies and devices, information technology and agricultural products. Bart's practice
emphasizes the representation of consolidators and roll-up strategies, focusing
on all related acquisitions and financing activities, including private and public
equity, senior credit facilities, as well as mezzanine, subordinated and vendor-facilitated
debt facilities. Bart's practice also extends to the cost-effective representation
of emerging and start-up companies, primarily in the technology sector.
Steve Meleen | Co-Founder
| Ventura Venture Partners
Steve Meleen has 25 years of experience in operations,
finance and business creation with emerging growth, private and public multinational
companies where he has also served on several boards of directors. In addition to
starting and selling three international businesses, he has taken minority shareholder
positions in several private companies.
George Rebensdorf | Managing Partner |
E/W Capital
George Rebensdorf has participated in over 50 mergers
and acquisitions valued at over $2.2 billion, and served as advisor in public and
private financings valued at over $1.6 billion. In 1996, Mr. Rebensdorf formed The
Rebensdorf Group, Inc. (“TRGI”), which has provided management consulting, investment
banking, and financial advisory services to the telecommunications and emerging
technology industries. TRGI has also successfully sold and/or liquidated assets
of over twenty (20) telecommunications and technology companies. Mr. Rebensdorf
graduated magna cum laude from Arizona State University, and holds a Juris Doctor
degree from Creighton University School of Law.
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