Panel Discussion 1 | 10:45am – 11:30am | Seacliff AB
TOPIC: Cross-Border M&A: The Role of Private Equity – Trends, Issues and Pitfalls
Sponsored By: RSM US LLP
Despite concerns over protectionist policies and a slump in global trade, cross-border M&A activity is on pace to set new records. RSM has assembled a panel of industry experts and cross-border deal specialists to discuss their firsthand experience working on cross-border transactions. This panel will address:
- Forces and trends behind increasing cross-border activity
- Navigating the murky waters of global economic and political uncertainty
- Leveraging external advisers and working with intermediary agencies
- Cross-border accounting, valuation and legal risks
- Navigating easy-to-miss due diligence challenges
Moderator: Ian Berman, Director, Private Equity, RSM US LLP
As a Director in San Francisco CA, Ian Berman heads up coverage for the Firm’s Private Equity Services practice for the Bay Area. Bringing more than 20 years of experience exclusively focused on transaction advisory – Ian’s prior firms include Deloitte and Royal Bank Of Canada Capital Markets Group.
Ian was one of the founding members of the TAS group at Deloitte & Touche, attaining the rank of senior manager. At RBC Capital Markets, he held the position of Managing Director Co-head M&A consumer and technology groups.
Today – Ian works closely with a large number of Bay Area private equity groups and their portfolio companies.
Specialties: Private Equity and private funds
Panelist: Kartik Sundar Raj, Partner, RSM US LLP
Kartik Sundar Raj is a Partner at RSM US LLP. He served as a Partner with the National Transaction Advisory Services practice at McGladrey. He has experience with more than 300 transactions in supporting financial and strategic buyers through business and financial due diligence. Kartik has worked on transactions with sizes ranging from $1.5 million to $10 billion.
Prior to his transaction advisory experience, Kartik was part of the initial management team at FirstRing, which pioneered the BPO revolution in India. He was closely associated with raising capital for this start-up, set up of domestic and overseas accounting offices, and deployment of operational and financial management information systems.
Panelist: Ed Wong, Principal, TSG Consumer Partners LLC
Ed Wong works with TSG’s partner companies and is involved in originating, structuring and the due diligence of new investment opportunities.
Before joining TSG Consumer Partners, Ed was with Falconhead Capital, a private equity fund focused on consumer, retail and media sectors. Prior to Falconhead, Ed was an investment banker at Citigroup, where he was also focused on consumer and retail industries. Ed received a Bachelor of Business Administration, with high distinction, from The Ross School of Business at the University of Michigan.
Panelist: Peter Tsang, Partner, The Riverside Company
Peter Tsang became a member of Riverside’s San Francisco office in 2004, after earning an MBA at the University of Chicago. While in the MBA program, he completed internships at Adam Street Partners, a fund-of-funds firm, and with Northwestern Investment Management Company’s private equity and private placement group.
Peter previously worked at Houlihan Lokey Howard & Zukin as an Investment Banking Analyst. He also was a Staff Auditor at Ernst & Young. In addition to an MBA, Peter earned a BA in Accounting and Finance from the University of Wisconsin-Madison. He has passed all four parts of the certified public accountancy exam.
Panelist: Will Bowmer, Managing Director, Lincoln International
Will Bowmer is Co-Head of Lincoln International’s TMT Group and heads Lincoln International’s San Francisco Bay Area office. Will is responsible for managing senior relationships with the firm’s clients in order to drive transaction origination and execution. He has lived and worked in Silicon Valley for over 13 years.
Advisory Experience: Will has over 25 years of experience advising companies and private equity, venture capital and growth equity firms on corporate finance and M&A transactions. He has completed over 200 financing transactions, raising over $100 billion, for companies in the TMT sectors.
Industry Experience: Will has experience advising companies and investors across the TMT landscape, including in the areas of software, IT services, e-commerce, financial technology and electronics.
Academic Credentials: Will holds a Juris Doctor, cum laude, from the University of Kentucky School of Law and a Bachelor of Science from Centre College. Will currently serves on the Board of Trustees of Centre College.
Panel Discussion 2 | 10:45am – 11:30am | Seacliff CD
TOPIC: IPO Prep -Exit Strategy Options: IPO vs. M&A
Sponsored By: Marcum LLP
Panel Discussion 3 | 11:45am – 12:30pm | Seacliff AB
TOPIC: State of the Private Equity Industry and M&A Markets – What to Expect in 2018?
Sponsored By: BDO USA, LLP
Moderator: Garth Osterman, Partner, Cooley LLP
Garth Osterman a Partner at Cooley concentrates his practice on M&A, divestitures, buyouts and private equity. For nearly two decades, he has represented public and private companies in their strategic transactions, with an emphasis on cross-border transactions, including transactions in Eastern Europe, South America, Central
America and Asia.
His clients include hedge funds, large family offices, private equity funds and companies of all sizes engaged in US domestic and cross-border mergers, acquisitions, leveraged buyouts and restructuring. Garth acts in a variety of capacities in representing his clients, including lead deal counsel, cross-border structuring advisor, special advisor to shareholders and neutral drafter in multiparty divestiture transactions.
In addition to his M&A practice, Garth represents technology, healthcare and other emerging growth companies in all stages of their lifecycles: from formation through financing (both private and public), their growth and their eventual exits.
Education: University of San Francisco School of Law JD, 1996, cum laude • University of Washington BA, 1993
Panelist: Richard Morris, Partner, M&A Tax - Transaction Advisory Services, BDO USA, LLP
Rich Morris is a Partner with BDO’s M&A tax practice. He has 20 years of experience advising clients in cross-border and domestic taxable and tax-free mergers and acquisitions, corporate reorganizations, spin-offs and financings. He leads both buy-side and sell-side diligence projects. Rich represents private equity funds as well as private and public companies. Rich frequently assists with post-acquisition integration of acquired businesses.
Rich has represented clients in a wide variety of industries including manufacturing, technology (software, SaaS, e-commerce, hardware etc.), and consumer products. He assists US companies investing overseas as well as foreign companies investing into the US.
Prior to joining BDO, Rich was the tax director of Autodesk, a highly acquisitive global software company, and he held M&A tax/tax positions at Ernst & Young, KPMG, and Arthur Anderson. Since 2001, Rich has been an adjunct professor at Golden Gate University, teaching in the masters of tax program. Most recently, he taught the Taxation of International Mergers, Acquisitions and Joint Ventures.
LL.M. in taxation, Golden Gate University, School of Law
JD with tax concentration, University of California, Hastings College of Law
B.A. in Economics and Accounting, University of California, Berkeley
Panelist: Tom Jones, Partner, Transaction Advisory Services, BDO USA, LLP
Tom Jones is a partner in BDO USA’s Transaction Advisory practice with over 14 years experience in public accounting. For the past 11 years, Tom has focused on advising corporate and private equity clients in the deals space. Tom has extensive experience spanning the whole deal spectrum from initial strategic assessment to valuation, due diligence execution, pro forma modelling, analyzing, and reviewing banking models, negotiation of sale and purchase agreements, and resolution of post close purchase price disputes.
Tom’s key area of expertise is leading buy and sell-side due diligence engagements. He has experience leading deals ranging in size from <$10m to >$4bn.
Before joining BDO Tom spent 13 years at a Big Four firm, most recently as a Director in the Transaction Services practice in Los Angeles, prior to which he was based in the United Kingdom.
Panelist: Ryan Craig, Partner / Co-founder, Bertram Capital
Ryan Craig is a partner and co-founder of Bertram Capital, a California based private investment firm with over $1.3 billion under management. Mr. Craig leads the firm’s investment activities in the consumer and healthcare sectors and has specific expertise in e-commerce. At Bertram, his current investments include Trademark Global, ECS Tuning, and Paula’s Choice.
Previously, Mr. Craig led or co-led Bertram’s investments in Author Solutions, One Distribution, and MEDIBIS. Mr. Craig attended college and business school at Stanford University, where he was a member of the university’s soccer team. He is originally from the Pacific Northwest.
Education: Stanford University • MBA, Sloan Fellow, Stanford Graduate School of Business • Bachelor of Arts in Economics
Panelist: Craig Lawson, Managing Director, MHT Partners
Craig Lawson, a Founder and Managing Director of MHT Partners, has over 20 years of sell-side and buy-side financial experience, including dedicated public and private company M&A experience spanning buy-side and sell-side transactions, LBOs, going private transactions, joint ventures, cross border transactions, and fairness opinions.
He has worked across a wide array of industries including branded consumer products, business services, environmental, healthcare and technology, among others and co-heads MHT Partners’ Consumer Growth industry practice. Prior to founding MidSpan Partners, which merged with MHT, Craig served as a senior banker in the San Francisco office of Harris Williams & Co.
Additional experience also includes time in the mergers and acquisitions groups at Banc of America Securities, where he was a senior banker, and Bear Stearns, as well as serving as a securities analyst at Fidelity Investments. Craig holds an MBA from The Wharton School at the University of Pennsylvania and graduated cum laude with a BA in Economics and History from Tufts University. He also holds the CFA designation. He and his wife have three children.
Panel Discussion 4 | 11:45am – 12:30pm | Seacliff CD
TOPIC: International PE – Why the West Coast is the Best Coast
Sponsored By: BPM LLP
Panel Discussion 5 | 2:30pm – 3:15pm | Seacliff AB
TOPIC: Cyber Security in 2018: What Every Company Doing a Deal This Year Should Consider
Sponsored By: West Monroe Partners
Panel Discussion 6 | 2:30pm – 3:15pm | Seacliff CD
TOPIC: Innovation and AI in Investing & Finance
Technology is Democratizing Deal Sourcing – Don’t Get Left Behind
Sponsored By: DataFox
As PE dry powder reaches record levels, deal-sourcing is more competitive than ever. Powered by a new wave of AI-enabled technology, data-driven deal sourcing is reshaping the way PE firms source opportunities.
Moderator: Bastiaan Janmaat, Co-Founder & CEO, DataFox
Bastiaan Janmaat is the CEO and Co-Founder of DataFox (www.datafox.com), an Artificial Intelligence platform that provides sales, marketing and investing teams with the insights they need to identify new business opportunities.
Prior to DataFox, he worked as a Growth Equity Investor in Goldman Sachs’ Special Situations Group in London.