May 25, 2017, 11AM – 12PM PST: Getting Your Company Ready for Sale

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PANEL: Craig Lilly, Partner, Baker & McKenzie Thomas N. Mahoney, CFA, CAIA, Private Wealth Advisor, Senior Portfolio Manager, UBS Private Wealth Management Greg Reber, Founder and CEO, AsTech Consulting Mike Evans, Managing Director, Newport Board Group Neil Morganbesser,...

Maximizing Value and Proceeds from a Sale of a Private Company

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PANEL: Allan Duboff, Partner, Loeb & Loeb Neil Finestone, CEO, Finestone Partners Jim Andersen, Partner, Hemming Morse Linda Deitch, Partner, Loeb & Loeb MODERATOR: Alex Kasdan, Senior Managing Director, DelMorgan & Co. DESCRIPTION: Our panel of experts will discuss...

PRE-TRANSACTION PLANNING: KEY LEGAL, FINANCIAL & TAX CONSIDERATIONS

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Major Topics: Various liquidity options based on shareholders’ objectives; Planning and timing; Transaction timeline; Professional deal team; Necessary legal planning and documentation; Historical and prospective financial information; EBITDA adjustments; Estate and tax...

Sports and Media M&A and Investment

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PANEL: Chuck Baker, Partner, DLA Piper Roy Salter, Senior Managing Director, FTI Consulting Michael Corrigan, CEO and Strategic Advisor to Middle Market Companies Lauren Petkin, Partner, Kolodny Law Group MODERATOR: Alex Kasdan, Senior Managing Director, DelMorgan & Co. MAJOR...

Corporate Advisory Boards, Their Role & Value

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A corporate advisory board can provide input on strategic direction and growth of the business and allow the company to access high-quality experience and advice, increasing the likelihood of long-term success SPEAKERS: Bill Capps, Jeffer Mangles Alex Kasdan, DelMorgan & Co...

The Art of Acquiring a Family Owned Business

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PANEL: Tim Bruinsma, Partner, Norton Rose Fulbright Claudine Cohen, Principal, CohnReznick Mark Higgins, President, Higgins, Marcus & Lovett, Inc. Michael Evans, Managing Director, Newport Board Group Christopher Brennan, Performance Specialist, Insperity Neil Morganbesser,...

Allocating Risks in Private M&A Transactions

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On-Demand Access Fee: $50 PANEL: Rose B. Sorensen, Senior Counsel, Norton Rose Fulbright Patrick Stroth, President, Rubicon Insurance Services Patric S. Zimmer, President, Development Advisors Neil Morganbesser, President, DelMorgan & Co. MODERATOR: Alex Kasdan, DelMorgan...

What Companies, General Counsel and Their Advisors Need to Know About Cybersecurity, Privacy and Data Management

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PANEL: Todd Partridge, VP Platform Product Marketing, Intralinks Mark Sangster, Vice President, Marketing at eSentire Inc. Israel Martinez, Partner, Newport Board Group James Westerlind, Counsel, Arent Fox Mike Banic, Vice President, Marketing at Vectra MODERATOR: Alex Kasdan,...

Jun 16, 2016 11:00 AM – 12:00 PM PDT: Implementing Succession Plans and Exit Strategies for Closely Held Businesses

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PANEL: Chrisine Sapers, Loeb & Loeb MODERATOR: Alex Kasdan, DelMorgan & Co.