Transaction Solutions West Coast Symposium
Key Risks & Opportunities Facing Acquisitive Technology Companies

 

November 5, 2019
Rosewood Sand Hill, Menlo Park, California

 
08:00AM - 09:00AM

Registration & Breakfast

09:00AM - 09:15AM

Welcome & Opening Remarks

09:15AM - 10:15AM

Uncovering Hidden Risks and Developing Opportunities in Technology Assets

 

Moderator: Gaurav Sud, Aon
Panelists: Cole Bader, Stifel
     John Delfino, TCV
     Lewis Lee, Aon

 

Technology has driven seismic change in every aspect of business. While the landscape has shifted dramatically, the approach to risk management and capital management has been stagnant, creating an environment with higher and often unpredictable risks and lost opportunity. In this session, our panelists will discuss the unique types of risk associated with technology and other intangible assets and risk mitigation strategies. They will also examine new capital management tools that are helping businesses to rethink their approach to valuing technology assets to create enterprise value.

10:15AM - 10:30AM

Break

10:30AM - 11:30AM

Bringing Certainty in the Wake of Tax Reform and Tax Issues

 

Speakers: Gary Blitz, Aon
         Dan Schoenberg, Aon

 

Whether due to the fallout from the 2017 U.S. tax reform or the uncertainties surrounding U.S., state and local, or cross-border tax regimes, tax considerations are a critical part of transaction structuring and ongoing operations. This panel will share their views on the effect of tax reform and other major tax issues confronting technology companies and discuss how companies through tax insurance can achieve tax certainty.

11:30AM - 12:30PM

Getting Technology Deals Done and Improving Outcomes: Strategies that Close the Gap between Buyers and Sellers

 

Moderator: Matthew Heinz, Aon
Panelists: Diana Chiu, Agilent
     Matt Stewart, Weil
     Howard Zeprun, Sunstone

 

Mergers and acquisitions of tech companies and tech assets come with complex risks that could derail a deal or have negative post-close repercussions. With sellers looking to exit deals quickly and with a greater percent of capital, and buyers wanting to strengthen their bid and secure their investments from potential breaches of seller’s warranties, financial instruments have emerged to replace traditional indemnities and close the gap in negotiations between buyers and sellers. In this session, our speakers will examine how and when private equity firms and corporations are leveraging M&A insurance and expanding the scope of their due diligence to secure investments and enhance returns in technology deals. Rounding out the presentation, we will discuss trends that were Risk in Review report.

12:30PM

Lunch