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Growth and Exit Strategies for Software and IT Companies
New York, December 15, 2009
The Yale Club of New York City
Growth and Exit Strategies for Software and IT Companies - 7th Annual
Date of Event: Tuesday, December 15, 2009, 8:30 AM - 7:00 PM Registration Time: 8:30 AM Location: The Yale Club of New York City
M&A activity is bouncing back from Q2 lows faster than analysts or investors anticipated. The NASDAQ is up 50% from March, new IPOs are lining up, and the $400 billion private equity overhang is available now for immediate investment. Don’t wait for the market to pass you by. Early bird registration is still available. Learn about your options now and maximize your opportunity in a rising market.
The industry’s premier financial conference, “Growth and Exit Strategies for Software and IT Companies,” will make its seventh appearance in New York, on December 15, 2009, at the Yale Club of New York City (across from Grand Central Station). Register now to hear the latest on private equity, venture capital, mergers and acquisitions and initial public offerings.
Growth and Exit Strategies has consistently stayed ahead of the financial and technology trends that can make or break your value proposition. Beginning with our first keynote speaker Geoffrey Moore, and continuing with thought leaders from Microsoft, Google, Intel, VMWare, as well as leading public and private sector economists and innovators, our faculty has led the way through bubbles and troughs, offering actionable, high-value advice to the CEOs and CFOs who participate in our events.
The New York event will be no exception. Renowned analyst and Salesforce Director of Platform Research Peter Coffee will deliver a keynote address on the impact of cloud computing and virtualization on the technology landscape. Multiple panels will shed light on the current corporate development environment, private equity trends, credit markets, and IPO opportunities. We will also hear from a panel of CEOs who recently sold their companies.
As a CEO your job is to maximize shareholder value. Take this opportunity to sit down with your peers for an entire day focused entirely this subject.
WFS presents its seventh annual Growth and Exit Strategies event in London on November 17, 2009.
Will Things Ever Be the Same? Staging for the Recovery - the Future of M&A, VC, Private Equity and Public Offerings in the New Tech Landscape
Attend this conference to learn about:
The new rules of global tech M&A
The role of private equity in a credit-starved market
Creative transaction structures
The IPO window
Raising capital in the current environment
Finding value and opportunity in the cloud
Acquisition multiples, VC tactics and more
And meet:
Corporate development professionals from major acquirers
Entrepreneurs who recently sold their companies
Leading industry visionaries, and leaders who shape our industry
Recovery follows recession, rewarding the companies who made smart strategic decisions in the downturn. We aren't out of the woods yet but the extreme volatility following the Q408 meltdown has given way to a more pragmatic market. Strategic acquirers such as Google and Microsoft have amassed huge cash warchests. Private equity funds raised money at a record pace in 2007 and are under pressure to put those funds to work. An increasingly global economy has created new opportunities and new competitive threats. Meanwhile, aggressive competitors are trying to take your market share and position themselves to be acquired. How will you respond?
The landscape has changed, impacting every aspect of your strategic plan. It is time to rethink your strategy for funding and liquidity.
Will Things Ever Be the Same? Staging for the Recovery - the Future of M&A, VC, Private Equity and Public Offerings in the New Tech Landscape
Attend this conference to learn about:
Raising capital in the current environment
The new rules of global tech M&A
The role of private equity in a credit-starved market
The IPO window
Creative transaction structures
Finding value and opportunity in the cloud
Acquisition multiples, VC tactics and more
And meet:
Corporate development professionals from Google, Verisign, VMWare and other leading companies
Entrepreneurs who recently sold their companies
Leading industry visionaries, including Peter Coffee, Director of Platform Strategy, Salesforce.com
Recovery follows recession, rewarding the companies who made smart strategic decisions in the downturn. We aren't out of the woods yet but the extreme volatility of Q4 2008 has given way to a more pragmatic market. Strategic acquirers such as Google and Microsoft have amassed huge cash warchests. Private equity funds raised money at a record pace in 2007 and are under pressure to put those funds to work. An increasingly global economy has created new opportunities and new competitive threats. Meanwhile, aggressive competitors are trying to take your market share and position themselves to be acquired. How will you respond?
The landscape has changed, impacting every aspect of your strategic plan. It is time to rethink your strategy for funding and liquidity.
Divestitures Revisited: Finding Hidden Buyers and Renewing Corporate Focus through Strategic Divestures
Web Event, March 26, 2009
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Join us March 26th for a special webinar focused on completing successful divestitures in the current environment. Hear from experts from the fields of:
M&A: Current M&A market update, and tips on finding hidden buyers through a global search Nat Burgess, Executive Vice President, Corum Group Ltd.
Private Equity: How financial buyers assess and value divestiture opportunities Doug Jones, Partner, Bridgescale Partners
Corporate: Divesting non-core assets in a challenging environment Veterans of recent carve-outs reveal strategies for success
Sixth Annual European Growth and Exit Strategies for Software & IT Companies
London, November 18, 2008
Hilton London Paddington Hotel
The WFS conference provides an unrivalled forum to hear and learn from the best authorities on growth and exitstrategies specific to the software, Internet and IT sectors. Along with leading experts in the financial and partnering community, and representatives from private equity firms, investment bankers, venture capitalists and M&A specialists, you will hear from peer CEOs who have made recent headlines doing these outstanding deals and you will gain invaluable insight from those who ‘have been there.’ You will learn about negotiation techniques, deal structures, valuations and due diligence. A true ‘preparation kit’ for those considering an exit strategy now or in the next 1 to 5 years…
Don’t miss this great opportunity to attend this one-day event to learn how to maximize your wealth in today’s hot M&A environment.
Event Comments
"The mix of attendees and panelists was extremely interesting and provided a full review of the Growth Tech market from Origination to Exit."
Alexis Weber - Portfolio Analyst, 3i Venture Capital
NEW - M&A Strategies for Software & Internet Companies
Boston, May 15, 2008
Renaissance Boston Waterfront Hotel
Introducing a new offering from WFS - this half-day M&A-specific event will include some of the best authorities on M&A Strategies for Software and Internet Companies. This forum will bring together CEOs and CFOs of mostly privately held software and Internet companies along with other deal participants, such as venture capital and private equity firms, M&A firms, investment banks, advisory firms and other intermediaries. The purpose of the conference is to provide these executives with the framework and understanding of what it takes to "reach the next level" when their companies reaches a particular stage in its life, including funding issues as a path to growth and ultimately an exit. Don't miss this special event to get the latest insights on how to build a leading enterprise in this sector.
Event Photos
Bruce Johnston - TA Associates Ward Carter - Corum Group Nat Burgess - Corum Group
Panel 1: Exit Options – Determining What is Right for You Maria Kussmaul - America's Growth Capital Paul Lipson - Fidelity Equity Partners Cherie Whitney - EMC Corporation Bruce Johnston - TA Associates
Keynote Presentation Art Coviello – RSA, the Security Division of EMC
Nat Burgess - Corum Group Art Coviello - RSA, the Security Division of EMC
“Excellent breadth of topics – wide range was great. Good quality speakers – engaging, well spoken.”Kris Barker — Express Metrix
“Extremely valuable day with topics that are of top of mind and panelists and an audience that is eager to learn.” Damon Cronkey — Yahoo!
“An extremely productive day. Huge amount of content crisply covered in a single day.” Tony White — ICI Solutions
Building Value for Vertical Market Software Companies Trends and Strategies for Planning an Exit Event
With funding and M&A opportunities in software today at new heights, entrepreneurs and CEOs of vertical market software companies are looking for ways to build value in their enterprise and position themselves to realize their financial objectives with potential investors and acquirers. In this 90-minute webinar, you will hear from experts, including a strategic buyer, private equity executive, entrepreneur and an M&A specialist, on how to build value in a vertical market software company as you move toward an exit event.
Fourth Annual Growth and Exit Strategies for Software & IT Companies
London, October 30, 2007
Hyatt Regency London - The Churchill
The WFS conference provides an unrivalled forum to hear and learn from the best authorities on growth and exitstrategies specific to the software, Internet and IT sectors. Along with leading experts in the financial and partnering community, and representatives from private equity firms, investment bankers, venture capitalists and M&A specialists, you will hear from peer CEOs who have made recent headlines doing these outstanding deals and you will gain invaluable insight from those who ‘have been there.’ You will learn about negotiation techniques, deal structures, valuations and due diligence. A true ‘preparation kit’ for those considering an exit strategy now or in the next 1 to 5 years…
Don’t miss this great opportunity to attend this one-day event to learn how to maximize your wealth in today’s hot M&A environment.
Event Comments
"The mix of attendees and panelists was extremely interesting and provided a full review of the Growth Tech market from Origination to Exit."
Alexis Weber - Portfolio Analyst, 3i Venture Capital
Market Spotlight Series - M&A Trends in Mobile Applications and Content
Seattle, September 18, 2007
Web Event 09:00 AM (PST)
In every IT sector a select few emerging technologies are acquired by giants companies, creating wealth for founders and changing the playing field for competitors. This dynamic is especially complex in mobile technologies. It is amazing that small companies make any headway at all in their delicate dance with the giants. More amazing still is the critical role played by the little guys: emerging companies bring innovative technologies, compelling content and new business models to the mobile market. The question is, which ones will succeed? How can they succeed? Which ones will build wealth for shareholders? How can they build wealth for their shareholders? Which ones will get crushed by the elephants?
Content to be covered in this webinar:
Ideas for building my mobile application company: Ten lessons I learned in building and selling my mobile application company.
What can companies learn from the robust, profitable wireless markets of Japan, Korea and China?
How do the giants pick their partners?
Which mobile companies are being acquired? Why? At what valuations?
Fifth Annual U.S. Growth and Exit Strategies for Software & IT Companies
San Jose, June 21, 2007
DoubleTree Hotel
The San Jose WFS conference provided an unrivalled forum to hear and learn from the best authorities on growth and exitstrategies specific to the software, Internet and IT sectors. We heard from leading experts in the financial and partnering community, and representatives from private equity firms, investment bankers, venture capitalists and M&A specialists, as well as peer CEOs who have made recent headlines doing these outstanding deals.
Event Comments:
“An informative and diverse event.”
Calvin Cheng, Comerica Bank
“Excellent breath of topics – wide range was great. Good quality speakers – engaging, well spoken. ”
Kris Barker, Express Metrix
“An extremely productive day. Huge amount of content crisply covered in a single day.”
Building Value for Outsourced IT Services Companies
A look at Buyer Strategies and Acquisition Criteria M&A opportunities in the IT Services space are active. Major Global ITO/BPO providers are expanding and private equity firms are supporting a global consolidation of their portfolio companies. Founders and CEOs of regional IT service companies need to understand what acquirers are looking for so that they can build greater value in their enterprise and position themselves to realize their financial objectives.
In this 90-minute webinar, you will hear from experts, including a strategic buyer, private equity executive, entrepreneur and an M&A specialist, on how to position your IT services company and create greater shareholder value from an exit event.
The World Financial Symposiums’ flagship webcast/webinar series, Market Spotlight Series, was first held in 01 March 2007. The launch event drew more than 100 participants from the U.S., Canada and
Europe. CEOs and CFOs from a variety of companies heard from a faculty of industry experts on the timely subject of Software as a Service (SaaS). Key themes within this market segment drew attention to growth and exit issues in corporate strategy. In 75 minutes, these executives were able to learn what they needed to know and not have to leave their office!
Fourth Annual Growth & Exit Strategies for Software & IT Companies
New York, October 26, 2006
New York Athletic Club
The theme of this year’s
New York conference was about Building Value in your Software Company. The conference gathered experts and leaders to share ways on how to model an enterprisefor maximum value.
Highlights from the
New York conference included:
CEOs who have built the new generation of SaaS companies
The latest on software trends, strategies & technologies
The growing role of private capital in software companies
Exit strategies that can help you map your future
CEOs who have sold their companies – war stories
WFS NY 2006 Quotes
“Excellent Conference.” - Carl Conti, EVP QED Financial Systems
“It fully met my expectations and I would recommend it to other entrepreneurs.” Harry Lorton, Chairman Kinematic Ltd.
“Speakers/presenters conveyed direct experience, real world.” Ray Lindsey, CFO Production Access Inc.
“This was one of the best programs I have seen addressing the concerns of M&A for software companies – very timely and actionable data. Very fine conference!” Rowland Sherman, CEO Co-Thrive Keynote Speaker
Third Annual Growth and Exit Strategies for Software & IT Companies
London, October 3, 2006
Hyatt Regency London
This is the one conference that has it all for software and IT executives or investors looking to take advantage of the best financial markets since 1999.Meet and hear from leaders in investment banking, venture capital, merger and acquisitions, as well as CEOs who have made headlines doing the deals.Share ideas and network with legal, accounting, and business modeling specialists who can help negotiate the minefield of due diligence, and economists and researchers who can show you a roadmap to the future.There is even a “meet the VCs luncheon” and a buyers panel.
Don’t miss this great opportunity to attend this one-day event to learn how to maximize your wealth in today’s environment.
Santa Clara, April 27, 2006
Network Meeting Center
The Santa Clara WFS Conference focused on acquisition strategies of major technology corporations, such as Google, Adobe Systems and Salesforce.com.
Another hot topic was the rise of VC activity as presented by the luncheon keynote speaker, VC pioneer, Ann Winblad. Ann presented her view of the future and offered her advice on where to place your bets.
Other highlights from
Santa Clara included:
O’Brien, SVP of New Listings for NASDAQ – on what to expect in the coming year
John Somorjai, SVP of Salesforce.com – on how to build the ultimate SaaS company through acquisitions
Latest trend - small software companies are being acquired by giant blue-chip corporations, are you in line?
Santa ClaraWFS 2006 Quotes
“Very high content value in a compressed period of time.” Dave Key, Chairman, Zeacom
“Ann Winblad provided a most effective keynote.” Paul Topping, President, DesignScience
Growth and Exit Strategies for Software and IT Companies
New York, October 18 - 19, 2005
The Warwick Hotel
This is the one conference that has it all for software and IT executives or investors looking to take advantage of the best financial markets since 1999. Meet and hear from leaders in investment banking, venture capital, merger and acquisitions, as well as CEOs who have made headlines doing the deals. Share ideas and network with legal, accounting, and business modeling specialists who can help negotiate the minefield of Sarbanes Oxley, and economists and researchers who can show you a roadmap to the future. There is even a “meet the VCs luncheon” and a buyers panel.
Never has so much been brought to bear in one two-day event to help you decide if now is the right time.
Growth and Exit Strategies for Software and IT Companies
London, June 7 - 8, 2005
Royal Garden Hotel
This is the one conference that has it all for software and IT executives or investors looking to take advantage of the best financial markets since 1999. Meet and hear from leaders in investment banking, venture capital, merger and acquisitions, as well as CEOs who have made headlines doing the deals. Share ideas and network with legal, accounting, and business modeling specialists who can help negotiate the minefield of Sarbanes Oxley, and economists and researchers who can show you a roadmap to the future. There is even a “meet the VCs luncheon” and a buyers panel.
Never has so much been brought to bear in one two-day event to help you decide if now is the right time.
Growth and Exit Strategies for Software and IT Companies
Palo Alto, March 8 - 9, 2005
Palo Alto Crowne Plaza Cabana
This is the one conference that has it all for software and IT executives or investors looking to take advantage of the best financial markets since 1999. Meet and hear from leaders in investment banking, venture capital, merger and acquisitions, as well as CEOs who have made headlines doing the deals. Share ideas and network with legal, accounting, and business modeling specialists who can help negotiate the minefield of Sarbanes Oxley, and economists and researchers who can show you a roadmap to the future. There is even a “meet the VCs luncheon” and a buyers panel.
Never has so much been brought to bear in one two-day event to help you decide if now is the right time.
"A very efficient way to learn about the SaaS model."
Kevin Kinsey, Netreo - CEO
"As a two-time attendee, I'm happy to report that this was unquestionably the most powerful conference of its kind that I have ever attended. The caliber of speakers, depth of agenda, and relevance of content was unparalleled. Any software executive who is considering tapping into some type of capital market - debt, private equity, recapitalization, M&A, or IPO - will benefit substantially from this event.
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