A five part programme covering all aspects of a typical exit in Tech
Taking the learnings from our highly successful IPO readiness programme, we have now created a course for the CFO who seeks to gain deep insights into the process of an Exit by trade-sale or to private equity.
When you dissect the role of the CFO, all the elements from fundraising to scaling the organisation, are undertaken in order to take the business to a position where an exit would be both attractive and viable. In our Exit Masterclass, we bring together five renowned speakers who take our small group of CFOs through the details of how exits are delivered. The focus of this course is centred on identifying a holistic view of the CFOs role in an exit.
This is a face-to-face series of talks that we are running from a central London venue.
The fee for this course for Startup CFO members is £2,000
Our speakers for this programme are :
Managing Director, Head of Europe for Technology Investment Banking at Stifel. Peter has over 25 years of experience in mid-market Tech M&A and is an entrepreneur in his own right having co-founded Mooreland Partners in 2005 and completing his own exit to Stifel in 2019. Peter is also an investor in several technology start-ups and VC funds in the UK and continental Europe. Peter takes us through the role of the corporate finance advisor in an exit, how to select one and how to work with one to create an optimal process.
Sebastien Blanc has been an exec in the tech industry for the last 20 years. He most recently was CEO of Skimlinks, a martech software company which he grew from £5m GM to £20m in 4 years and sold to a PE-owned software company based in LA in may 2020. Prior to that he was a commercial exec at Struq, a VC-backed adtech business, where he grew the US revenue from $0 to $10m in 18 months, leading to an acquisition in 2014 to SF-based Quantcast. Seb held various board positions in VC-backed software companies and brings unique insight into how a trade exit process looks from the CEO’s viewpoint.
US M&A Lawyer
A leading American technology lawyer, strategic business advisor, and the Managing Partner of Wilson Sonsini’s London office. Dan leads the firm’s US Expansion group, which supports UK and other non-US technology and life sciences companies through their US life cycle, including M&A and IPO. Dan focuses on the differences you need to consider if your focus is an acquisition from US tech giant
Head of Cooper Parry’s Tech and High Growth Tax Team. James will take us through his experiences of working on multiple IPO’s, trade sales and fundraise events identifying the critical tax due diligence areas that should be considered prior to an exit event so you’re aware of any key stumbling blocks that can lead to indemnities, warranties, price chips or funds being tied up escrow.
Leads buy-side M&A at Nestle and brings deep insight into acquisitions in tech verticals including foodtech and agritech. He brings experience from his background in Investment Banking with Lazard Freres & Co. where he held the position of Vice President in the New York office.