M&A Circle – Preparing for the Sell-Side M&A Process
Tuesday, May 07, 2019
Location: Baker McKenzie
660 Hansen Way
Palo Alto, CA 94304
Currently, the exit of choice for most privately-held companies is a sale or merger. There are many challenges to a successful exit that may scare buyers away during an M&A exit. During part one of our series on “Preparing for the Sell-Side M&A Process”, David Van Wert and Craig Lilly will explain how to (a) properly prepare a business for the M&A process, and (b) minimize or eliminate risks.
Please join this interactive discussion which will help you learn more about positioning a business for sale and reducing the risks that scare buyers.
Our Distinguished Speakers
David Van Wert
Partner, Transaction Advisory Services
RSM US LLP
David leads the TAS practice for the technology industry, and has 18 years of professional practice experience, 13 of which have been dedicated to M&A due diligence. David has worked on over 250 transactions on multiple continents. Deal sizes ranged from $3 million to $14 billion, with the majority of the transactions between $10 million and $500 million in purchase price. He has relevant technology industry experience in software (license and SaaS), ecommerce and Internet, hardware, telecommunications, and semiconductors.
Prior to joining RSM, David spent three years in the Transaction Advisory Services practice at a Big Four firm in San Francisco, providing buy-side and sell-side due diligence services to private equity and strategic clients. David also spent three years in the audit practice focusing on technology clients. Earlier in his career, David worked as a revenue analyst in a large technology company.
C. Craig Lilly
Corporate M&A Partner
Craig Lilly is a corporate/M&A partner in the firm’s Palo Alto office. Craig’s practice focuses on complex cross-border mergers and acquisitions, and venture financings with numerous clients seeking CFIUS approval for such investments. Craig has wide ranging experience in advising strategics and private equity clients on a wide variety of transactions including stock and asset acquisitions, divestitures, ventures financings, recapitalizations, consolidations, auctions, leveraged buyouts and distressed investments. His practice also includes advising clients on corporate governance, domestic and global expansion and fund formation
Craig is a frequent author and lecturer on legal and business issues regarding mergers and acquisitions, private equity investments and corporate finance. He has been quoted in, or contributed to, articles and features in Bloomberg, The Wall Street Journal, Dow Jones events, The Deal Magazine, The Daily Deal, Hedge Fund Law Report, Reuters, The Venture Capital Roundtable, TheStreet.com and CFO.com. Craig is the former California reporter for the American Bar Association Committee on State Regulation of Securities (2006 to 2010).