News and Events

News:

White & Lee and Clients

Press Room

Events:

Silicon Forest Forum

Executive Leadership Series

Soup to Nuts

2002
2001
2000
1999
1998
1997

Session 1 | Session 2 | Session 3 | Session 4

Session 4 - Saturday, May 19, 2001
The End Game in a Down Market

9:00 - 9:45	Tax and Legal Issues in Structuring Mergers and Acquisitions Mark Cameron White, Partner, White & Lee LLP.
9:45 - 10:45	Finding the Right Buyer Joseph Dews, Needham & Co. Bruce Lichorowic, VarStreet Jed Kleckner,Crowdburst
	- 15 Minute Break -
11:00 - 12:30	IPO's : Is there a Market? Bret White, Cooley Godward Brian Kasser, Thomas Weisel Partners Mike MacNamara, Verisity Design Systems
12:30 - 1:00	- Lunch Break -
1:00 - 2:00	Liquidity for Restarts Keith Cich, Vodium John Witchel, Red Gorilla David Smith, Surfmonkey.com

Presentation One : Tax and Legal Issues in Structuring Mergers and Acquisitions
- Mark Cameron White, Partner, White & Lee LLP.
Mark discussed the acquisition process, and the tax consequences in structuring a deal. He offers key insights in strategic partnering as well as other considerations in an acquisition.

Available for download:
The Trends, the Structure, the Game - Mark Cameron White

Presentation Two: Finding the Right Buyer
- Joseph Dews, Needham & Co.
- Bruce Lichorwic, VarStreet
- Jed Kleckner, Crowdburst
Joseph began the discussion with an overview of the M&A market conditions and covered various topics, including the range of services provided by bankers in the M&A process, how valuations are set from the target's perspective, and what kind of transactions Needham is working on. Bruce continued the discussion by presenting an example of a company's course of action in a deal. He discussed concerns such as prospecting, how to profile your company, pre-deal LOI stage, and post-deal transitioning. Jed ended the discussion by offering helpful tips on executing a successful transaction based on his own experience.

Avaiable for download:
M&A - Banking for the Best Deal - Joseph Dews
Shopping the Company without a Banker - Bruce Lichorwic
Creative Deal Making - Jed Kleckner

Presentation Three: IPO's - Is there a Market?
- Brett White, Cooley Godward LLP
- Brian Kasser, Thomas Weisel Partners
- Michael MacNamara, Verisity Design Systems
Brett presented the pros and cons of doing an IPO and continued his discussion by explaining the IPO process, including pre-IPO planning, choosing an underwriter, and various securities and regulatory issues. Brian gave an overview of IPO market trends, pricing, and an overview of services offered by Thomas Weisel Partners. Michael focused on the road to liquidity in the post-internet age, how to grow a company, and criteria for an IPO.

Avaiable for download:
The Name Game Plan for IPO. - Brett White
IPO Process Overview. - Brian Kasser
The Road to Liquidity in the Post-Internet Age. - Michael MacNamara

Presentation Four: Liquidity for Restarts
- Keith Cich, Vodium
- John Witchel, Red Gorilla
- David Smith, SurfMonkey
Keith, John, and David shared their respective experiences and offered helpful hints in restructuring, formation, exit strategy, and liquidity options for technology companies.