DUE TO THE EVOLVING SITUATION SURROUNDING COVID-19 THIS EVENT HAS BEEN TRANSITIONED TO A WEBINAR.
YOU CAN REGISTER FOR THE WEBINAR BELOW:
SEE CONFIRMATION EMAIL WITH INSTRUCTIONS ON JOINING WEBINAR
A liquidity event is possibly one of the most exciting, yet stressful experiences a company will undertake. For CFO’s, it’s a nuanced and complex process that requires skill and strategy to achieve the best outcome and highest sale amount. Join our panel of experts virtually on Thursday, April 2nd as we discuss “Exit Strategies: From Capital Raise to Acquisition.”
The panel will detail their personal experiences and cover some best practices in exit strategies, including:
- How to best position your company to maximize potential buyers and value
- Financial and operational preparation
- Navigating the due diligence process
- Understand how capitalization may impact a company’s growth and eventual exit strategy
- Understand the key financial and operational elements a buyer will be investigating in an effort to adequately prepare for the process.
- Understand the typical elements of due diligence a buyer will be requesting
- Understand the key elements of a deal book used to market the company to potential buyers or investors
- Learn what documents you must have in order for a smooth diligence and sale or Capital Raise process
Click here to learn more about CFO Leadership Council.
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.
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, Senior Marketing Director, Philadelphia 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-Internet-Based
Recommended CPE Credits: 1.8 Credits in Finance
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
Thomas Conway, C-Level Consultant and Public Company CFO
Thomas Conway spent the last 12 years as Chief Financial Officer at Amber Road, Inc. (NYSE:AMBR). In this role, he headed Amber Road's finance, legal and human resource functions. During his time at Amber Road, Thomas led the company through private capital raises, debt financings, key acquisitions of properties in the global trade and supply chain markets, as well as the company's Initial Public Offering in 2014. Thomas has more than 25 years of progressive senior leadership experience building dynamic global teams and transforming performance and process across finance and other areas to attain business objectives and foster profitable growth.
Prior to Amber Road, Thomas was Director of North American Accounting Operations at Cognizant Technology Solutions Corp., a multinational provider of custom information technology consulting and technology services. He also held senior finance positions at JDS Uniphase Corp. and Epitaxx, Inc., and began his career with KPMG, LLP as an auditor.
Thomas holds a Bachelor of Science degree in Accounting from The College Of New Jersey, is a Certified Public Accountant and a member of the American Institute of Certified Public Accountants.
Thomas DiEnno, Managing Director, Deal Advisory, KPMG
Tom is a Managing Director in our Deal Advisory practice, providing financial due diligence and other merger and acquisition advisory services for both strategic and financial buyers. He has over 17 years of Big Four public accounting experience withhis first five years in audit and then specializing in M&A advisory since 2007. His audit background provided experience with financial reporting, technical accounting, and understanding of the intricacies of business processes and controls via the implementation of and compliance with Sarbanes-Oxley requirements. Tom has executed over 250 due diligence engagements, including both buy-side and sell-side transactions, assisting clients in evaluating deal considerations and optimizing transactions.
Professional and Industry Experience
Tom leads the U.S. Casino & Gaming team and is also part of the broader Technology, Media, and Telecommunications (“TMT”) industry group. Tom’s related industry experience includes: casino operators, iGaming, social/digital, horse racing, technology, hospitality, and various other leisure and adjacent businesses. Tom has been involved with gaming and leisure businesses in audit and advisory for his entire professional career. His overall experience in dealing with casino resorts, gaming, technology, and other hospitality and leisure related businesses gives hima unique perspective while advising clients. Additionally, Tom is well versed in deal issues across other industries, such as: Chemicals, Industrial Manufacturing, Consumer Products, Distribution, Life Science / Medical Devices, Aerospace & Defense, and Logistics.
Representative Clients (gaming, leisure, hospitality, and other related businesses are italicized)
AgroFresh, Aztar Corporation (prior owner of Tropicana AC), Apple Leisure Group, Ashkenazy, Bain Capital, Bayer, BDP International, Boeing, Catena Media, Chemours, Delaware North, DuPont, Edmund Optics, Gaming & Leisure Properties, Inc., HHM (HershaHospitality Management), IKEA, IBM, IMPAX, Imperial Properties, Johnson & Johnson, Knoll, Kynetic, Milestone Partners, Paychex, Penn National Gaming, IQVIA (fkaQuintiles / IMS Health), Rainforest Alliance, Ruidoso Racing (and Casino), Solvay, Sonepar, State of New York, and Triumph Group.
Mike Gorman, Director, Stout
Mike Gorman is a Director in the special situations practice of the Investment Banking group. Mike brings 15 years of experience executing merger and acquisition (M&A), financial restructuring, and capital raising assignments for companies in distressed and turnaround situations, including those in Chapter 11 bankruptcy proceedings. Mike has deep experience with publicly traded and privately held companies in the manufacturing, distribution, consumer products and retail, building materials, and aerospace and defense industries.
Prior to joining Stout, Mike was a Director at SSG Capital Advisors, LLC, where he sourced and led the execution of special situation engagements. Furthermore, Mike was responsible for the establishment and growth of SSG’s market presence in the greater Pittsburgh region. Prior to that, he worked as a middle market business banking relationship manager and credit analyst at Sun National Bank. He also worked in equity sales and trading positions prior to joining Sun National Bank.
Dave Murray, CFO, Suvoda
With over 25 years of financial experience in software technology, Dave has successfully lead finance teams in high growth entrepreneurial environments, capital raising, Mergers & Acquisitions, and scaling mid-market multinational businesses. Prior to Suvoda, Dave held CFO roles for two private equity backed technology companies both culminating with successful investor exits (LiquidHub Inc. and Longview Solutions Inc.). Dave also acted as CFO and International Controller for Shared Medical Systems based in Madrid, Spain. He started his career in public accounting with Arthur Andersen, and holds a Bachelor of Science in Accounting/Finance from Drexel University. Dave has two daughters and lives in West Chester, PA where he is a Jeep enthusiast, fanatical about Philly professional sports teams, and an even bigger fan of his daughters’ various endeavors.
Gregory Seltzer, Partner, Ballard Spahr, LLP
Gregory L. Seltzer is an experienced transactional attorney who utilizes and combines his knowledge of legal, accounting, and business principles to provide comprehensive, practical, and creative business law services. He holds an MBA, is a Certified Public Accountant (currently inactive), and previously worked as an auditor and tax consultant for Ernst & Young, LLP.
He concentrates his practice on public and private merger and acquisition transactions, including private equity and venture capital financing transactions, securities offerings, and spin-out transactions.
Greg is a Co-Practice Leader of the firm's Emerging Growth and Venture Capital Group. He represents entrepreneurs, startups and emerging companies in cutting-edge industries, including SaaS, virtual currency, biotech, mobile applications, and cloud-based technology, among others. He also represents venture capital firms, family office investors, and angel investors - allowing his practice to be informed by both perspectives. He co-founded and leads the firm’s widely recognized accelerator programs: Ballard Academy for Student Entrepreneurs (BASE) and Project SING, both programs have an intended benefit of giving back and supporting the region's startup and entrepreneur ecosystem.
He represents public and private companies in a variety of intellectual property licensing transactions, including the negotiation and drafting of software licensing agreements, mobile application service and development agreements, and SaaS agreements. He also handles distribution, development, supply, and manufacturing agreements for technology and life sciences companies.
Greg has handled a multitude of transactional matters in the sports industry, including both Major League Baseball (MLB) and the National Hockey League (NHL). On behalf of sports franchises, he has handled the acquisition of a new scoreboard, leasing of a stadium owned by an MLB franchise to the NHL for the annual NHL Winter Classic, drafting and reviewing season ticketholder policies, and structuring and negotiating an advertising tower owned by an MLB franchise.
He also has experience in the music and restaurant industry, representing music producers, venues, and music festivals. Greg represents several nationally recognized restaurants, bars, and retail food and drink establishments, including restaurant opening transactions, financings, and licensing arrangements.
Greg is a highly active member of the community and spirited proponent of music and culture in Philadelphia. He founded and produces Philly Music Fest, an annual music and arts festival that features only local bands (both nationally known and emerging), artists, and breweries. Philly Music Fest is a nonprofit that donates all proceeds to local musicians and local music education charities. Philly Music Fest was lauded by The Philadelphia Inquirer, The Philadelphia Business Journal, Philadelphia Magazine, and Billboard. Greg also is on the Council at the Mann Music Center and the Board of Philadelphia Youth Basketball, a nonprofit organization assisting urban youth by educating through basketball.
Greg is the author of The 1965 Project: The Intersection of History and Music in 1965 (2016) and The 1968 Project: The Intersection of History and Music in 1968 (2018), both of which are published and available on Amazon.com.