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ABOUT THIS EVENT:

Buying or selling a company is a high-stakes event for any enterprise. While the rewards of a successful deal can be significant, the costs that can result from a failed or poorly-executed transaction should not be underestimated. Yet for many founders and company owners, the enthusiasm of the deal sometimes overshadows the process and the issues that arise, and not taking the time to understand the details can lead to mistakes.

In October, NY Tech Alliance will present a panel of accomplished professionals who handle M&A (mergers and acquisitions) transactions. We have assembled an accountant, an investment banker, a lawyer and a successful entrepreneur who all have meaningful first-hand experience with M&A deals. The presentation will cover the following:

• The many phases of the typical M&A deal, including initial discussions, preparation of a Letter of Intent (LOI), due diligence, drafting and negotiation of definitive documents and closing
• Fundamental issues arising in most M&A transactions and various strategies for resolving them
• Critical tax considerations that must be addressed in the early stages of structuring a transaction
• Best practices to protect critical assets and relationships in the event of a failed deal

Whether you expect to be on the "buy-side" or the "sell-side" of an M&A deal, this session will provide a wealth of practical guidance on this complex and critical topic.

Bring your questions for the panelists, or send them in advance – time has been set aside.

AGENDA:

11:30 - 12:00 - Virtual Networking
12:00 -   1:00 - Panel Discussion
  1:00 -   1:30 - Virtual Networking

Host:

Paul Ellis, Managing Partner, Paul Ellis Law Group LLC

As Managing Partner of the 9-lawyer Paul Ellis Law Group, Paul counsels on issues including formation, early-stage financing (friends and family, angel and VC), joint venture and strategic partnering relationships, employment, equity plans, mergers and acquisitions, and, together with his colleagues, protection and licensing of intellectual property. Beyond the internet/mobile/IT industries, he has practiced in industries including telecommunications, healthcare, manufacturing, banking, real estate, consumer products, and entertainment. He has represented companies ranging from startups to multinationals, as well as funds and individual and institutional investors. Paul is a board member of NY Tech Alliance and organizes its events on legal issues for startup through midsize tech companies. He holds a BA from Harvard and a JD from Georgetown.

Panellists: 

Alan Wink, Managing Director - Capital Markets, EisnerAmper

Alan Wink, Managing Director – Capital Markets, assists clients with capital budgeting, capital structuring and capital sourcing. Alan has 20 years of financial and consulting experience, having served as Director of the Interfunctional Management Consulting Program at Rutgers Graduate School of Management, a program he helped build into one of the largest business school-based management consulting practices in the country. He started his career in accounting, spending six years on the audit staff of a Big 4 accounting firm and a Fortune 500 Company. Alan left the accounting field to expand his horizons in the area of Corporate Finance. Alan spent several years as Director of Financial Analysis for AmBase Corporation (NYSE), where he led approximately $2 billion of corporate acquisition activity. He is also a past Vice President of Capricorn Management, a $100 million private equity fund specializing in restructuring and turnaround opportunities. In addition, Alan is a leader in the firm’s Technology Group, providing a variety of industry-specific services to technology and life sciences firms, including business and strategic planning, marketing and competitive analyses, financing assistance, and operational and financial benchmarking. He has worked with many early stage and emerging growth companies on developing the appropriate capital structure for their position in the business life cycle. He maintains an active contact base with angel investors, venture capital funds and private equity funds. Alan also understands the level of returns private investors are trying to realize and devises strategies that allow both entrepreneurs and their investors to achieve desired return thresholds.

Don More, Managing Director, Lincoln International

Don More is a Managing Director at Lincoln International, a global investment bank, and advises clients in the Cybersecurity and Risk/GRC sectors, where he has consummated 70+ M&A and financing transactions, on behalf of the most accomplished entrepreneurs and investors. Don has more than 20 years of banking and sector expertise.

Paul Canetti, Professor, Columbia Business School

Paul Canetti is an entrepreneur, educator, and futurist. He is a professor at Columbia Business School and sits on the Strategic Advisory Board of Riverside Acceleration Capital. He is also the host of the podcast Tech News for MBAs.

Canetti was named one of Inc.'s “30 Under 30” and has founded multiple software businesses including MAZ and Bounce House, both of which were acquired in 2021.

He is an angel investor, startup advisor, and the author of an upcoming book about the business implications of augmented reality.

Additionally, Paul Canetti has consulted for TikTok, L’Oréal, Verizon, Walmart, and others.