One of the most significant challenges and opportunities facing a Chief Financial Officer is to execute the right exit for the company. IPOs get all the headlines but exiting through private equity or outright sale offers many advantages.
Join our expert panel on the Getting Your Business Ready For Saleto discuss their personal experiences and cover some best practices, includingproviding a variety of perspectives on how to strategize, plan and execute a successful liquidation event, whether it be an IPO, private equity, sale to a strategic buyer, or a merger. This discussion will follow the chronology of a transaction, from initial charter to navigating the buyout to the final day of the deal and detail the challenges and solutions our panellists found along the way.
· How to prepare your company for exit years in advance
· How to maximize value ahead of a transation and maintain it, all the way to closing
· Common pitfalls to avoid when managing a transaction
· Realities and misconceptions of the due diligence process
· How to select and work effectively with service providers
Who Should Attend?
CFOs and other senior finance executives interested in comparing the process of different exit types in consideration of their own long term plans.
Shyam Bid, Director Triton Advisory
Shyam is a finance and accounting professional with over fifteen years of experience in providing M&A, capital raising, transaction advisory, and assurance services. Shyam’s career includes nine years at Deloitte in both the Assurance & Advisory group and the Corporate Finance group, where he served large public and mid-sized private companies. As a Vice President in Deloitte’s Corporate Finance group, Shyam worked extensively with owner-managed companies to successfully complete numerous acquisition, divestment and capital raising transactions.
Shyam currently provides divestiture advisory and transaction readiness services to middle-market private companies to facilitate successful capital raising and liquidity events that maximize shareholder value. He also supports acquisition initiatives for clients looking to grow inorganically. He has experience in a range of industries including food and beverage, consumer business, manufacturing, technology, IT services, metals and mining.
Sammy Redlick, Corporate Law Partner, Torkin Manes LLP
Sammy is a partner in Torkin Manes’ Mergers & Acquisitions, Corporate Finance and Private Equity groups. His focus is on private mid-market transactions, where he works primarily with business owners, strategic acquirers and private equity investors on various liquidity and capital-raising transactions, including acquisitions and dispositions of businesses, private equity sponsored transactions, equity financings, angel investments, management buyouts, succession planning arrangements and corporate reorganizations.