5:30-6:00 PM Networking
6:00-6:30 PM Dinner
6:30-7:30 PM Panel One
7:30-7:45 PM Break
7:45-8:45 PM Panel Two

• $12 Self-Parking
• $16 Valet

• $1.60 per hour
  Maximum $8 total

Or Call (310) 325-4000

This event is sponsored by:

We have organized this two-part bootcamp to give you keen insights from professionals with years of experience in M&A transactions of technology companies.

Hear our panelists discuss their own M&A experiences—what worked, what didn’t, and what they’d do differently if they had the chance to do it all again. Learn how acquisition targets maximize their sales price; and what their suitors do to keep the price down. Discover what new technologies and application areas are the up-and-coming targets, and what acquiring companies are looking for and how they find it.

Topics include:

• Deciding which option to choose; Sale or Recapitalization
• What issues affect these decisions
• Valuation: Keys to consider
• Finding Buyers/Financing Partners
• Structure: The financial and non-financial core deal terms
• Legal and financial advisors: Their role and utility
• Preparing for an exit: The groundwork that should be done before a sale or recapitalization

PANEL ONE: (Buyers)

• Joseph Bartlett, Partner of Greenberg Glusker
• Kathy Griggs, CFO of j2 Global Communications
• Kevin Cantrell, Equity Partner of Riordan, Lewis & Haden
  

PANEL TWO: (Sellers)

• Mark Friedler, Founder of GameDaily
• Christine Heiss, Senior Vice President of Wedbush
• Jim Pitrat, Partner of Singer, Lewak, Greenbaum & Goldstein
  

MODERATORS:

• Jay Molloy, Special Counsel of Katten Muchin Rosenman LLP
• Jamie Somes, Senior Managing Director of Alexander Dunham Capital

ABOUT THE SPEAKERS:

Joseph Bartlett, Greenberg Glusker

Joe Bartlett’s practice focuses on financings and merger and acquisitions, representing both investors and issuers in transactions involving public and private companies.

Kevin Cantrell, Riordan, Lewis & Haden

Kevin joined RLH in 2005 after having over six years of corporate finance and growth equity experience. He was previously at Primus Capital and First Union Securities. He focuses on business services and high value added manufacturing. Kevin earned a B.S. in Finance from Auburn University and an M.B.A from the Kellogg School of Management at Northwestern University. On the weekend: You will find Kevin running with his wife on the strand in Manhattan Beach.

Mark Friedler, GameDaily

Mark Friedler is CEO and co-founder of Gigex, Inc./GameDaily, a leading provider of video game news, reviews, video and downloads. He is a frequent speaker and panelist at industry trade gatherings including CES, E3, Digital Hollywood and events sponsored by Microsoft, IQPC, Jupiter Communications, Digital Media Wire, IEMA, SIIA and iHollywood Forum. He was chairperson for IQPC's conference "Best Practices for Marketing, Selling and Distributing Software over the Internet." Previously, Friedler was Director of Marketing at Reach Networks, Inc from 1994 to 1995; there, he managed marketing and sales of integrated services to Fortune 500 clients.

GameDaily is a leading video game media company that reaches over 23 million gamers each month through its destination site, www.gamedaily.com, and a network of over 100 affiliated sites and portals. Its free business-to-business newsletter, GameDaily BIZ, is the leading video game trade publication.

Christine Heiss, Wedbush

Ms. Heiss is a Senior Vice President in the Technology Investment Banking practice leading various sectors within communications, enterprise software, interactive entertainment and semiconductors, and brings 14 years of experience providing merger, acquisition, buyout, private placement, capital market and valuation advisory services to public and private technology companies. Prior to joining Wedbush Morgan, Ms. Heiss was a Director with Pharus Advisors and PricewaterhouseCoopers Securities, where she provided M&A and private placement services to a range of technology clients. Ms. Heiss served on the board of directors for Siliconix, Inc. (NASDAQ: SILI) a leading power semiconductor manufacturer where she co-chaired the audit and compensation committees. Ms. Heiss began her career as a CPA performing audit services for a top tier accounting firm. Ms. Heiss earned an MBA from the Darden Graduate School of Business at the University of Virginia and a BS in Accounting from The Pennsylvania State University.

Jay Molloy, Katten Muchin Rosenman LLP

Jay Molloy has, for more than three decades, assisted clients with issues faced by entrepreneurial and middle market companies, including: mergers, acquisitions and divestitures; joint ventures; public and private equity and debt financings; complex contractual matters; business formation; and tax planning. His clients include healthcare providers, software and hardware development companies, service and maintenance firms, telecommunications firms, medical device manufacturers, Internet companies, measuring devices manufacturers, and research and development partnerships involving the makers of robotics, supercomputers, digital switches, laser disc equipment and CAD/CAM systems. Mr. Molloy also has experience in animated film production, avionics, construction, food distribution, metal fabrication and child care.

Mr. Molloy earned a B.S. in Accounting from the University of Southern California in 1968 and his J.D. from the University of Southern California Law School in 1972. He is admitted to practice law in California and before the United States Supreme Court, the U.S. Court of Appeals, 9th Circuit, the U.S. Tax Court and the U.S. District Court, Central District of California. He is a member of the Los Angeles Chapter Committee of the Technology Council of Southern California and a member of the American Bar Association and the State Bar of California.

Jim Pitrat, Singer, Lewak, Greenbaum & Goldstein

Jim is a Partner at Singer Lewak Greenbaum & Goldstein LLP, Certified Public Accountants & Management Consultants, where he works in the firm’s Assurance & Advisory Department and the Securities Industry Practice Group. Jim is responsible for emerging growth companies, publicly held companies as well as established Middle Market companies.

Jim has over seven years of experience providing financial services to companies in numerous industries, including entertainment and media, telecommunications, technology, software, manufacturing and distribution. In addition, he has significant experience with publicly traded companies, and their filing and registration requirements including the provisions of Sarbanes-Oxley Act of 2002 (SOX). He also has consulting experience in a variety of areas including, systems consulting, cost management, and corporate restructurings, mergers and acquisitions.

Jim has been a Chief Financial Officer where he gained experience with inventory management, internal and external reporting, strategic planning, product line management, and formulating financial and capital structure decisions.

Jamie Somes, Alexander Dunham Capital

Jamie Somes is active in the digital media, IT (with software emphasis), consumer and related technology areas as a financial advisor and principal. Jamie is a founder and Senior Managing Director of Alexander Dunham Capital, a boutique merchant bank (with a broker/dealer subsidiary) advising growth-stage to middle market western states companies on capital formation (public and private companies), acquisitions, mergers, and general corporate finance issues. Previously, he helped establish Security Pacific's west coast mezzanine fund. In addition, he was a Vice President at Citicorp's Leveraged Capital Group in Los Angeles and at Citicorp's Asian Merchant Bank in Hong Kong. Also, he was a Managing Director and Founder of Ambient Capital Group, a middle market Investment Bank. He began his finance career at Morgan Guaranty Trust Company (J.P. Morgan). He has originated, structured and placed over 80 leveraged transactions, acquisitions, private equity and mezzanine transactions amounting to over $5 Billion over the past 20 years. He has founded 4 companies and served as a director in 8 companies, including Liquid Audio (NasdNM: LQID) where he had been Chair of the Special Committee and subsequently, company Chairman and led its restructuring. He has a BA from Tufts University and an MBA from Columbia University (and MS in Urban and Regional Planning under the Joint Masters Program at Columbia).