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The Private Equity Exit Option by The Silicon Valley CFO Leadership Council
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The Private Equity Exit Option by The Silicon Valley CFO Leadership Council

The Private Equity Exit Option hosted by The Silicon Valley CFO Leadership Council Thursday June 6th, 2019 5:30 PM to 6:00 PM Networking | 6:00 PM to 7:30 PM Program

When: Thursday June 6th, 2019
5:30-7:30 pm
Where: KPMG
3975 Freedom Circle
Santa Clara, CA  95054
United States
Contact: Yuliya Popova

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One of the greatest challenges and opportunities facing a chief financial leader is to execute the right exit for the company.  IPOs get all the headlines, but exiting through a private equity firm offers many advantages. If you are looking to grow your business and exit slowly, a private equity partner might be the right choice for your business. Join our experts for the panel on the Private Equity Exit Option to discuss their personal experiences and cover some best practices, including how to find the right PE firm, financial and operational preparation and navigating the buyout. 




  • The advantages and disadvantages of a private equity exit versus an IPO or a strategic acquisition
  • What you and your team should be doing now to position your company for a private equity exit
  • PE and VC Funds structures and key underlying terms to align interests
  • Methods, processes and dynamics involved in structuring investment transactions from the initial contact to the closing of the deal
  • Models and value creation strategies implemented by fund managers and exit strategies


FORMAT: 5:30 PM to 6:00 PM Networking & Drinks| 6:00 PM to 7:30 PM Program



Instructional method: Group-Live
Recommended CPE Credits: 1.8 Credits in Business Management & Organization
Experience Level: Basic
Prerequisites/advance preparation: None





Moderator: Andy Gersh

Partner, KPMG


Andy Gersh is a partner in KPMG’s deal advisory practice and is based in Silicon Valley.  Andy has over 25 years of experience providing M&A services to corporate and private equity clients. Andy’s primary focus is buy and sell-side due diligence and supporting clients with closing mechanisms and disputes.  Andy previously worked for KPMG in the United Kingdom and has supported clients with acquisitions and disposal throughout North America, Europe, and Asia.


Jim Burns

Independent Consultant, former CFO of Accela


Jim is an accomplished Silicon Valley executive with a track record of excellence over 30 years in both operational and financial roles. He is currently an independent consultant, helping executives to profitably scale their businesses and supporting investors to optimize their portfolios. Jim recently was CFO of Accela, a leader in state and local government software, and transformed the business from losing money to significant profitability, leading to a premium sale to a large private equity investor in September 2017. Prior to Accela, Jim was CFO of Silver Spring Networks, a leading Internet of Things public company where he led Finance, Corporate Development, Manufacturing, HR and IT. Prior to Silver Spring Networks, Jim was at HP for more than two decades where he had a multitude of roles. Jim was the CFO of the HP's largest business unit, Enterprise Business, in addition to a number of other financial and operational roles including COO of Enterprise Services, VP of Investor Relations, General Manager of the PC attach and Notebook business and numerous additional executive roles. Jim earned his CPA while at Ernst and Young in 1988.

Jim serves on two advisory boards at Santa Clara University - the Leavey School of Business and the Ignatian Center for Jesuit Education, and is the proud father of two Santa Clara graduates.


Jeff Cross

CFO, Arena Solutions


Jeff Cross is a Senior Finance and Operations Executive with 30 years of experience and leadership in accounting, finance, treasury, strategy, IPOs, mergers/acquisitions/sales of Companies, financial planning and analysis and operations. He has a proven ability to drive revenue growth, operational efficiencies, financial management, and lead cross-functional teams though outstanding people leadership.


Jeff leads the finance, accounting, operations, and legal departments. He is primarily responsible for financial reporting, forecasting, and M&A activities. His experience includes Abila, Inc., where he oversaw finance, accounting, and legal functions and led a successful sale to Ministry Brands. Before that, as a strategic consultant at DigitalGlobe, Jeff created forecasts, budgets, key metrics, and the structure for a new organization within a multimillion-dollar publicly traded company. Prior to that, Jeff led the Operations team at Travelclick and led the due diligence process that culminated in the sale to Thoma Bravo.  He has held key executive-level positions at Hoovers (a Dun & Bradstreet company) and Dun & Bradstreet.

Jeff earned a Bachelor of Business Administration in accounting from the University of Texas at Austin.


Tom Caldwell 

CFO, Summit Interconnect Holdings, LLC


Tom is a 20+ year CFO with broad experience across the full spectrum of CFO responsibilities. Tom has successfully managed 2 public offerings, including a Top 20 IPO of the year (WSJ ranking). He has raised over $1 Billion in capital. He is a seasoned advisor to Technology companies’ BODs, CEOs and investors in the areas of Accounting, Corporate Finance, Strategy, M&A and all aspects of Administration.  Tom’s experience spans a broad spectrum of industries, including: Technology Manufacturing, SaaS, Enterprise Software, Internet & Mobile Platforms and Advertising services. He has worked with both Private Equity and Venture Capital portfolio companies.

Tom currently serves as CFO of Summit Interconnect Holdings, LLC, a private equity build-up of technology manufacturing companies funded by HCI Equity Partners, who manages $1.3 Billion in Assets.

Prior to his CFO roles, Tom served as Co-Head of the Technology Group for investment banker Houlihan Lokey’s San Francisco region, leading M&A and financial advisory efforts and in a similar capacity as a financial advisor for PriceWaterhouseCoopers. His background also includes significant Fortune 500 Treasury and FP&A experience.

Tom holds an MBA in Finance and Business Strategy from the University of Chicago, where he completed the Ph.D. series in Theory of Finance.  He earned his Bachelor of Science degree from Santa Clara University, achieving Beta Gamma Sigma honors. He is also a Chartered Financial Analyst (CFA). 


Heather Malloy

COO & CFO, Strattam Capital
Heather Malloy is finance executive with 20 years’ experience building firms, designing systems and processes to achieve scale with efficient human capital, mergers & acquisitions, debt formation, and complex transaction execution.  For the last five and a half years, Heather was the CFO and COO of a lower-middle-markets private equity firm, focused on buyouts in the technology sector.   Previously, Heather was a management consultant, working as a transitional executive for a broad array of asset managers on multiple aspects of growth, including firm builds, fund launches, new market acquisitions, transaction advisory, and debt formation.  Prior to her management consulting work, Heather was a partner at Kalan Capital, LLP, a managing director at Societe Generale, and a managing director at Bear, Stearns Asset Management.
Tim Steinkopf
Chief Executive Officer, Centrify Corp.
Tim Steinkopf is chief executive officer at Centrify, where he leads the company as it redefines the legacy approach to privileged access management by delivering cloud-ready Zero Trust Privilege to secure modern enterprise attack surfaces. He was previously chief financial officer at Centrify for seven years, responsible for all aspects of corporate finance and administration, and was named the 2016 CFO of the Year by Silicon Valley Business Journal. Prior to Centrify, Steinkopf held CFO positions at Secure Computing Corporation (acquired by McAfee), SumTotal Systems, Purfresh and Silicon Entertainment. He has also held executive and management positions with Watt/Peterson and Ernst & Young. Steinkopf holds a Bachelor of Science degree in Accounting&Computer Science from St. Cloud State University in Minnesota.


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