April 26, 2007
The Ritz-Carlton, McLean, VA
OVERVIEW: This briefing included a comprehensive review of pressing market, diligence and tactical decisions required to complete a transaction.
Topics discussed include:
Materials from the briefing are available:
WHO SHOULD VIEW: All C-level deal makers, financial sponsors and those whose growth is dependent upon doing deals.
PANELISTS: Our distinguished panelists have extensive experience conducting billions of dollars in deals –
Walter A. Maull, Jr., Moderator, Director, Ernst & Young – Tony has over 20 years of finance experience with the world’s largest financial institutions. Prior to joining E&Y, Tony was the VP of Marketing for Experian-Scorex Americas. Experian-Scorex, the technology and risk analytics arm of Experian, is a worldwide provider of software and professional services to over 2,000 financial services companies across 63 countries. Tony was responsible for the identification and integration of acquisitions and the comprehensive go to market strategy of the combined organizations. Prior to Experian-Scorex, Tony was with CIBC World Markets in their Technology Investment Banking Group where he led CIBC’s expansion into the Southeast. He focused on mid to late stage enterprise software and outsourced business services equity financing and mergers and acquisitions. Tony earned his BS in Accounting from George Mason University.
Greg Ager, Partner, Updata Advisors – Greg has 17 years of investment banking experience, having completed approximately 60 transactions aggregating over $7 billion in value for emerging and middle market technology companies. Prior to joining Updata Advisors, Greg was the senior East Coast Technology Investment Banker at Wachovia Securities, Managing Director and Head of East Coast Software, where he completed transactions for clients such as Computer Associates, INFOR Global Solutions, Aspen Technology, Safeguard, Unica, Blackbaud and Vocus. Previously, Greg spent ten years in Silicon Valley where he completed transactions for many industry leaders including Oracle, Novell, Silicon Graphics and AnswerThink. Prior to joining TWP, Greg held various roles with the Business Services Investment Banking Group at Montgomery Securities, and with the technology investment banking groups at Smith Barney and Morgan Stanley. Greg received an M.B.A. from the J.L. Kellogg Graduate School of Management at Northwestern University and a B.A. in economics and political science from Yale University.
Anita M. Antenucci, Managing Director Washington, D.C. office, Houlihan Lokey – Anita is co-head of the AerospaceoDefenseoGovernment (ADG) industry group and head of its Aerospace and Defense segment. Over the past thirteen years, a period of significant consolidation in the aerospace and defense industries, she has grown a leading middle-market practice in aerospace and defense mergers and acquisitions. Her transactional experience has spanned the industry’s diverse makeup, with multiple transactions in such segments as defense electronics, aircraft systems, combat vehicles, satellite manufacturing, and engineering services. Her client base has included the industry’s leading prime contractors, as well as dozens of small and mid-sized companies in the industry’s second and third tiers. Prior to joining Houlihan Lokey, Anita served as co-President and Managing Director of Quarterdeck Investment Partners, LLC. Anita holds degrees from the School of Advanced International Studies (SAIS) of The Johns Hopkins University and from Northwestern University in the United States and studied at the Institut d’Etudes Politiques in France.
Scott Gilbert, Transaction Advisory Services Partner, Ernst & Young – Over the last 20 years, Scott has advised corporate buyers, mid -sized to large scale private equity firms and international enterprises on cross boarder transactions, strategic mergers, joint ventures, public to private transactions, carve outs and management buy-outs. Scott assists his client’s by developing and executing upon detailed financial and operational due diligence plans. This includes assessments of financial systems and information, financial analysis, general financial risk analysis, synergy and dis-synergy identification, transactions structuring and pre -closing integration analysis. Scott has advised on over 150 transactions ranging in values up to $15 billion and covering aerospace and defense, technology, transportation, retail and consumer products sectors.
Stephen I. Glover, Partner, Gibson, Dunn & Crutcher LLP – Steve has an extensive practice representing public and private companies in complex mergers and acquisitions, joint ventures and other corporate transactions. His clients include large, nationally recognized public companies; locally based companies that are active participants in the mergers and acquisitions market; and private equity groups. The transactions involve many different industries and include both domestic and cross-border deals. Steve was named by the 2006 International Financial Law Review as a Leading Lawyer in US Mergers & Acquisitions. He was also identified among “Ten of the D.C. Area’s Top Deal-Making Attorneys” by Legal Times in 2006, was selected as the top Commercial/Corporate Transactions attorney in Washington, D.C. by The Washington Business Journal in 2004, and was ranked one of the top three corporate/commercial transactions attorneys in the District of Columbia by Chambers USA America’s Leading Business Lawyers in both 2006 and 2005. Steve served as a law clerk to Justice Thurgood Marshall in the United States Supreme Court and to J. Skelly Wright, Chief Judge of the U.S. Court of Appeals for the District of Columbia Circuit. He earned his law degree cum laude from Harvard Law School, and received his undergraduate degree summa cum laude from Amherst College.