XPX Northern California: Earnouts, Do They Pay Out? (Members Only)

Join us for an interactive discussion about Earnouts in M&A Transactions: When they work, when they fail, and how advisors can help clients avoid common pitfalls.

Our Speakers:

Craig Hamm
Partner, Advisory
BPM Board of Directors
BPM

Craig leads BPM’s Transaction Advisory Group with a focus in financial due diligence and quality of earnings services. Craig directs multi-functional buy-side due diligence teams through acquisitions and provides sell-side advisory services to maximize value of companies being sold. Craig has served VC and PE firms as well as corporate clients ranging from start-up companies to Fortune 500 companies.

He has extensive experience with PE and VC investors as well as advising privately held middle market companies throughout their business life cycle regarding technical accounting and financial reporting issues, merger and acquisition advisory services, and professional assistance with post-merger integrations.

Richard McDerby
Partner
Manatt, Phelps & Phillips, LLP

Rich McDerby is a partner at Manatt, Phelps & Phillips, LLP and leads the San Francisco and Silicon Valley offices. His practice focuses on mergers and acquisitions, private equity transactions, venture capital finance, strategic transactions and general corporate representation.

Rich enjoys working alongside business owners and senior managers to develop growth and transaction strategies, providing practical business advice to his clients. He also guides innovators, inventors and founders at all stages of their startup cycle, from formation and funding to growth and strategic sale, with a focus on new and emerging technologies.

Noah Metz
Tax Partner
Shartsis Friese

Noah Metz works with clients to solve complex tax problems and find creative solutions so that business transactions can run smoothly and efficiently. Noah began his legal career at two of the country’s most sophisticated law firms where he developed deep technical expertise in transactional tax matters. Today, he applies that experience to help his clients structure and complete mergers and acquisitions, private equity and hedge fund investments, entity formation and restructuring, and emerging growth transactions.

Al Statz
President & M&A Advisor
Exit Strategies Group, Inc.

Al Statz is president and founder of Exit Strategies Group, a lower middle market M&A advisory and business valuation firm. Founded in 2002, the firm specializes in helping lower middle market company owners optimize their results in a structured sale or recapitalization process. Al has advised on or participated in well over a hundred successful M&A transactions since the 1990s. He has engineering and business degrees and is accredited in M&A (M&AMI) and business valuation (ASA).

Agenda:

4:30 - 5:00 Networking
5:00 - 6:45 Panel and Table Discussions
6:45 - 7:00 Wrap up and Close

Registration Fees:

XPX Northern California Members: $0. There will be drinks and light hors d’oeuvres.

There is no charge for this event but registration is required for catering planning and building access.

This is a Members Only event.  If you are new to XPX and would like to be our guest please contact Adrian Bray: abray@consultstellar.com +1-415-690-9713

Please apply to become a member at:

https://my.exitplanningexchange.com/application/northern-california

Thank you to our Event Host: