In May, 2010, we launched the ShareVault Webinar Series — Live webinars on business subjects relevant to our customers, delivered by thought leaders from our customer base:
What are some of the keys to doing successful deals in Asia-Pacific?
What are the major differences from doing deals in the Western Hemisphere?
What major pitfalls do you need to avoid in order to complete a successful transaction?
SPEAKER BIOGRAPHY:
Charles Comey is a corporate finance partner in Morrison/Foerster's Palo Alto, California office. His experience includes working in Asia for 16 years, where he served as Managing Partner of the firm's Shanghai office and also worked in Morrison & Foerster's Tokyo office where he specialized in cross-border mergers and acquisitions and strategic alliances.
Currently, as co-chair of the China Private Equity Group, he now advises clients on venture capital, private equity, mergers and acquisitions and strategic alliances, as well as RMB fund formation and Cleantech matters. He has also counseled public companies on FCPA issues and internal investigations.
Mr. Comey is recommended as a leading lawyer for China-based private equity and venture capital investments by IFLR 1000 and PLC Cross-border Which Lawyer? for his expertise in private equity in Asia and China. He reads and speaks Mandarin.
SPEAKER BIOGRAPHY:
For the last twenty years Brian Moriarty has helped companies grow inorganically (M&A, alliances, licensing, investments) both as an investment banker and a corporate development executive. Most recently Brian was Vice President of Business Affairs at Sun Microsystems. In this position, Brian helped Sun acquire twenty companies ranging in valuation size from several million to multi-billion dollars, including such notable companies as MySQL AB, Storage Technology Corporation and SeeBeyond Technology Corporation. Brian also helped Sun sell itself to Oracle Corporation in a transaction that closed in January 2010. Brian is currently consulting companies in the areas of M&A strategy, execution, acquisition, and integration.
Since most company exits are likely to be via merger or acquisition, it's important to understand how preparing for the event ahead of time can significantly increase the efficiency and speed up the process, and potentially even affect its success. Mike Bates, our guest speaker for this webinar, is the former CFO of four Life Science companies that all achieved favorable exits. Mike will share his expertise in establishing processes, systems and management activities prior to any transaction, and explain the most important reasons for doing so.
Agenda
The importance of starting your planning early
Key CFO considerations in choosing and hiring investment bankers
Get the team ready to do management presentations
As CFO, you own the diligence process and data room
Criteria to consider in selecting and setting up a data room
Audience Q&A
Speaker Biography
Mike Bates has had his fair share of M&A transactions. Over a twelve year span, Mr. Bates was CFO of four companies that were sold – Penederm Inc. (public), Collagen Aesthetics (public), Silicon Genetics (private) and St. Francis Medical Technologies, Inc. (private). He lived through the transition from physical data rooms to today's state of the art virtual data rooms. In one of his transactions, six possible buyers started diligence and only one submitted a final offer. Mike has accumulated a few preparation tips and techniques that he will share with you in this webinar. Mr. Bates is a C.P.A. (inactive), and holds a B.S. in Business Administration from California State University, East Bay and an M.B.A. in Finance from the University of California at Berkeley. He currently serves as Audit Committee Chair for two medical device companies and is an active angel investor.