Term Sheet Wars
Effectively negotiating a term sheet has many challenges and complexities; however, successfully completing the process gives finance executives a competitive edge and the ability to become an even more valuable asset to their organization.
Join us for ‘Term Sheet Wars,’ where our panel of experts will discuss and debate each of their unique positions and perspectives on a range of hot topics related to negotiating a term sheet.
· Understand the unique perspective of all parties involved to effectively obtain the best outcome for your organization.
· Insight into current CFOs’ thoughts on what they “wished they knew” during their first term sheet negotiation.
· Incorporate new techniques and strategies into your term sheet process.
· Tackle common issues that arise during the term sheet discussions.
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To register for this program, simply click on the green tickets button. All CFO Leadership Council members can attend this event for free.
Non-member senior financial executives who are CFOs, Vice Presidents of Finance, Directors of Finance and Controllers (or the like) are welcome to attend this program for $75.
Please note that service providers or any executives who are not senior financial executives (CFOs, Vice Presidents of Finance, Controllers, Directors of Finance, etc.) will not be admitted attendance to this event. The CFO Leadership Council reserves the right to decline any registration.
For more information about this program or The CFO Leadership Council, please contact Debbie Lindner, Marketing Director, NYC Chapter at firstname.lastname@example.org.
If you would like to cancel your ticket or request a refund, please email email@example.com. Refunds are available up to 24 hours prior to the program.
Instructional method: Group-Live
Recommended CPE Credits: 1.8 CPE credits in Business Management & Organization
Experience Level: Basic
Prerequisites/advance preparation: None
The CFO Leadership Council is registered with the National Association of State Boards-of-Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors (Sponsor ID 109063). State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Website: www.nasba.org
About Our Speakers
Andrew Buchholtz, President, A. Buchholtz and Company
Andrew Buchholtz has been helping clients buy and sell businesses for 25 years. He has worked with owner-operators, private equity funds and both public and private corporate sellers on hundreds of M&A transactions. Andrew had begun his career as a media M&A specialist at Veronis Suhler Stevenson, both as a third-party advisor and a limited partner in their equity funds. Since then he has worked at BMO Capital, B. Riley and ultimately as the Head of Investment Banking at Woodbridge International. Among his largest transactions, he sold Fast Company to Bertelsmann, Bought Hanley-Wood Exhibitions for Informa, and sold White Directory to Hearst. He has worked with small and large companies in technology, media, healthcare, manufacturing, distribution, business services, and other industries. He currently serves as President of A. Buchholtz and Company.
Stephen M. Davis, Partner, Goodwin
Steve Davis, a partner in the firm’s Business Law Department, is a member of the Technology Companies group and the Life Sciences, Capital Markets, and Clean Tech practices. He has extensive experience in several areas of corporate practice with a focus on venture capital, corporate finance and securities, mergers and acquisitions, private equity and corporate counseling. Mr. Davis is a key contributor to the Goodwin Founders Workbench, an online resource for start-ups, emerging companies and the entrepreneurial community. Mr. Davis also serves as an adjunct professor at Columbia Law School in Start-Up Law and is a Lecturer in Venture at the Columbia Business School. Mr. Davis joined Goodwin in 2008.
Mr. Davis has represented clients in transactions ranging from start-up financings to billion dollar plus transactions and has counseled companies in diverse industries such as software, Internet infrastructure, applications and services, telecommunications, wireless technologies, biotech, medical devices, energy and clean tech, manufacturing, investment management and investment banking. He has also represented issuers, investors and underwriters in numerous initial public offerings, secondary offerings, PIPEs offerings, spin-off transactions, joint ventures and other strategic alliances and mergers and acquisitions.
Mr. Davis is a member of the American Bar Association and the New York State Bar Association (Committee on Securities Regulation). In addition, he acts as outside general counsel and board advisor to numerous public and private companies.
Prior to joining Goodwin, Mr. Davis was a shareholder in the New York office of Heller Ehrman, where he was co-chair of its corporate/venture law practice and chair of its New York business law practice.
Mr. Davis has been selected for inclusion in Best Lawyers. Mr. Davis is a frequent speaker and panelist at industry and legal conferences, and has written for and been quoted in various publications.
Columbia Law School
(Harlan Fiske Stone Scholar)
Mr. Davis also attended New York University Stern Graduate School of Business (Advanced Certificate Program – Finance, 1981-1983).
Chad Spooner, CFO, Slingshot Health
Chad Spooner is CFO of Slingshot Health, an innovative new healthcare technology start-up that is two-sided online marketplace that directly connects patients and healthcare providers.
Before joining Slingshot Health, Chad was a Co-Founding Partner and Managing Director at Tenex Capital Management, a middle market, operationally focused private equity firm with $1.2B assets under management. Chad was at Tenex for 10 years, first as the firm’s CFO when the firm launched its first fund, where he helped lead the capital raise of $450M. Subsequent to that he focused on underwriting of investments, driving operational initiatives within portfolio companies, and board governance and oversight for 8 portfolio companies during his time with Tenex. Over half of his time was spent on healthcare related portfolio companies.
Prior to Tenex Chad was CFO of Rafaella Apparel, a $150M revenue portfolio company, of a multi-billion dollar private equity firm. At Rafaella he helped raise $172M of high-yield debt to fund the purchase of the company and converted that debt to public debt through an S-4 registration.
Chad started his career at General Electric, where he spent 11 years progressing through a variety of operational and then finance leadership positions. His last role at GE was CFO of GE Energy Contractual Services, a $2B global service company.
Chad holds a BS in Mechanical Engineering from MIT.