M&A Exits During Uncertain Times: Evaluating the Alternatives and Preparing for a Transaction

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EVENT URL: https://www.airmeet.com/e/715d0ed0-2397-11eb-b83b-d37511be0893

Event Agenda:
11:30 am - 12:00 pm - Open Networking (on Airmeet)
12:00 - 1:00 pm - VC Panel Conversation
1:00 - 1:30 pm - Networking (on Airmeet)

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The severe dislocations that many companies are experiencing during the pandemic have only increased the necessity of making sound, informed strategic decisions about company direction. Then, once a course of action has been selected, there is a premium on being prepared to take quick advantage of those opportunities that present themselves. This webinar will feature an investment banker who is active in the technology sector, an accountant/capital markets advisor who works with technology companies in M&A (mergers and acquisitions) and capital formation matters, a corporate/M&A lawyer who advises technology companies, and a founder who has recently been through a successful exit. They will address a range of critical topics in strategic planning and in transaction preparations, including the following:

  • Recognizing the three strategic paths to be considered – hold and grow, finance or exit
  • Exploring current market conditions to inform strategic decision-making
  • Establishing a process to generate a range of alternative courses of action and, ideally, multiple term sheets
  • Building out the necessary team, within and outside of the company, to support the sale of a company
  • Long-term legal preparations to prepare for a transaction, including avoiding problematic contractual provisions, establishing proper ownership and protection of intellectual property and maintaining orderly corporate and legal documentation
  • Long term financial and accounting preparations to ensure that the company is diligence ready for any possible transaction

This session will include virtual networking and Q&A and will be useful to both startup and established companies.

Panel Leader:


About The Panel:

Ben Boissevain, Managing Partner, Ascento Capital

Ben Boissevain has 30 years of corporate finance experience and has 20 years of experience in the technology sector. He graduated from NYU Law School and started his career at White & Case. He garnered investment banking experience at Erste Bank in Vienna, Austria and Barclays Bank in New York.

Ben has extensive transaction experience and senior global connections in the technology sector. Ben speaks regularly on panels on the tech sector and has appeared on TV at Fox Business News and Bloomberg.


Patrick Sullivan, Founder & CEO, Bonsai

3 Exit Founder/Board Member - Facebook, Google, BPOC (Beecken Petty O'Keefe & Company). Founder and CEO of Bonsai. Patrick is a New Yorker, born and raised in the Bronx, and an experienced leader who is deeply passionate about building companies. He is the former CEO & Co-Founder of Source3 (acquired by Facebook), a data driven company in the copyright licensing space, enabling both physical & digital product creations around intellectual property. He also co-founded RightsFlow, a data driven enterprise music licensing and royalty company acquired by Google in 2011. At the time of acquisition, RightsFlow serviced over 20,000 music labels, distributors, and digital service providers and managed licensing for over 30 million recordings tied to billions of transactions. As part of Google, RightsFlow became an integral part of YouTube’s music monetization allowing for a substantial expansion of the scale of Content ID.

Patrick has built businesses that have generated billions of dollars in revenue throughout his career and helped raise over $50 million in capital. He has held senior executive positions over his 20-plus year career, including positions at The Orchard, eMusic, National Music Publishers’ Association, and The Harry Fox Agency. He also founded and manages VanHam Ventures, an angel fund focused on early stage NYC-based technology start-ups. He is a mentor and frequent lecturer for TechStars, IMPACT, DreamIt, Google IO, Google for Entrepreneurs, Cornell Tech and his alma mater NYU.


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.


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

  • November 20, 2020 at 11:30am – 1:30pm
  • Virtual Event - RSVP for Meeting URL
  • Andy Saldana