XPX Northern California: Working Capital Pegs & Purchase Price Adjustments; Buyers vs Sellers (Members Only)

Join us for an interactive discussion from the buyers and sellers perspective of Working Capital Pegs and their impact on Purchase Price.

Our Speakers:

Jonathan T. Rubens
Partner
Moscone Emblidge & Rubens LLP, San Francisco

Jonathan Rubens leads his firm’s transactions team, focusing on lower-middle market M&A, and he advises entrepreneurs and investors in early-stage companies. Jon speaks on preparing companies for exit, and for over 15 has led a course on representing early-stage companies and leading them through financing.  Jon will chair the ABA Business Law Section in 2027. He started his career representing media businesses, and he interned at the French small business administration, studying lending and early-stage financing trends. He is a graduate of Dartmouth College and UCLA Law.

Paul Kolomeyer
Embarc Advisors

Paul Kolomeyer leads Embarc Advisors’ Transaction Diligence practice and brings over 13 years of public accounting experience. He provides buy-side and sell-side financial due diligence to corporate and private equity clients on transactions typically ranging from $10 million to $1.5 billion, focusing on Quality of Earnings, Net Working Capital, and revenue and margin trends.  Previously, Paul worked in KPMG’s and GHJ Advisors’ Deal Advisory practices, supporting domestic and cross-border transactions across consumer products, insurance, manufacturing, technology, and entertainment. He began his career at Deloitte, providing external audit and assurance services primarily to clients within real estate and financial services sectors.

Brandon Cox
Managing Director Advisory, Corporate Finance
BPM

Brandon Cox advises private equity and corporate clients on mergers, acquisitions and divestitures. He performs buy-side and sell-side financial due diligence, including quality of earnings and quality of revenue analysis, net working capital analysis and financial modeling.

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