Our panel of experts will share their expertise in navigating a successful Merger or Acquisition. They’ll discuss strategies to position your company for a future M&A event, tactics in locating a suitable partner, negotiating the right deal and what life may be life after the celebration. We look forward to sharing our experiences and insight with you.

Date: April 16, 2008
Time: 6:00 - 9:00 PM
Place: UC Irvine

Sponsored by: TechBiz Connection, a non-profit professional trade association that organizes monthly events helping Southern California executives, technology professionals and entrepreneurs to more effectively network, and to learn about key technology and management trends that affect business performance... www.techbizconnection.org

MODERATOR:

Charlene Davidson | Senior Managing Director | RSM EquiCo Capital Markets
Ms. Davidson has more than 20 years of global corporate and investment banking experience, advising entrepreneurs, principals and corporations on an array of business transactions, including strategic planning, capital raising, and M&A.

She has executed comprehensive capital structure strategies for public and private companies as well as provided advisory roles for capital raising, liquidity access, investment management, cross border banking and global corporate finance activities. Prior to RSM, Ms. Davidson was most recently a Senior Managing Director at BankAmerica Securities LLC in the Technology Group.

PANELISTS:

Phillip Currie | Managing Partner | Shoreline Partners LLC
Phillip is a San Diego-based, middle market investment banking firm that handles sales of privately held companies with $10 to $200 million in revenue and acquisitions for public companies. He has led a variety of merger, sale and acquisition assignments, with particular focus on strategic transaction planning and value assessment. He is a frequent lecturer to CEO groups throughout the West and has published numerous articles on mergers and acquisitions. In 1973, he founded Livingston Management, a corporate financial management consulting firm. For 16 years, the firm provided direction and strategies for acquisition, divestiture, refinancing, recapitalization, balance sheet restructuring and corporate reorganization. 

Bart Greenberg | Partner | Manatt, Phelps & Philips, LLP
Bart is a partner in the business and transactions group in the Orange County office of Manatt, Phelps & Philips, LLP, where he also serves as co-chair of Manatt's venture capital & technology practice group.  Mr. Greenberg practices general corporate law with an emphasis on mergers and acquisitions and debt and equity financings.  Mr. Greenberg has assisted in mergers and acquisitions in a wide variety of industries, including automobile collision repair, medical supplies and devices, information technology and agricultural products. Bart's practice emphasizes the representation of consolidators and roll-up strategies, focusing on all related acquisitions and financing activities, including private and public equity, senior credit facilities, as well as mezzanine, subordinated and vendor-facilitated debt facilities.  Bart's practice also extends to the cost-effective representation of emerging and start-up companies, primarily in the technology sector.

Steve Meleen | Co-Founder | Ventura Venture Partners
Steve Meleen has 25 years of experience in operations, finance and business creation with emerging growth, private and public multinational companies where he has also served on several boards of directors.  In addition to starting and selling three international businesses, he has taken minority shareholder positions in several private companies.

George Rebensdorf | Managing Partner | E/W Capital
George Rebensdorf has participated in over 50 mergers and acquisitions valued at over $2.2 billion, and served as advisor in public and private financings valued at over $1.6 billion. In 1996, Mr. Rebensdorf formed The Rebensdorf Group, Inc. (“TRGI”), which has provided management consulting, investment banking, and financial advisory services to the telecommunications and emerging technology industries. TRGI has also successfully sold and/or liquidated assets of over twenty (20) telecommunications and technology companies. Mr. Rebensdorf graduated magna cum laude from Arizona State University, and holds a Juris Doctor degree from Creighton University School of Law.