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Description: BUSINESS ADVICE - FROM START UP TO SALE 2021
Episode #4: Roadmap to Growing Your Business by Acquisition
July 13, 2021 at 1:00 PM CST
Some Startups grow organically but many identify a complementary product or service that customers want, produced by a target company that seems to offer potential synergies through acquisition. Sometimes the companies’ Founders or executives know each other well and other times they require introduction. What is the best way to approach the target company? What are the steps needed to fully evaluate the target? Do you need audited financials? Are there key employees, relationships, or customers you must make sure stay in place? What is the appropriate negotiating strategy? How do you integrate the culture, products, processes and people to achieve the potential synergies? What are the most common areas of failure and how do you mitigate these risks? This webinar will help you be ready for your first (or next) acquisition.
This webinar is delivered in Plain English, understandable to you even if you do not have a background in the subject. It brings you into an engaging, even sometimes humorous, conversation designed to entertain as it teaches. And, it is specifically designed to be viewed as a stand-alone webinar, meaning that you do not have to view the other webinars in the series to get a lot out of it.
Speaker Information
Moderator:
Norrie Daroga, Partner, Sugar Felsenthal Grais & Helsinger LLP
Norrie enjoys working with clients to solve complex problems in real estate, business transactions and licensing of emerging technologies. As an engineer, lawyer, and entrepreneur, he provides practical, client-focused advice driven by a career as outside and in-house counsel in the financial services industry.
Panelist #1:
Ada C. Nielsen, Managing Director, The Peregrine Maven Group, Milwaukee
Ms. Ada C. Nielsen is Managing Director of The PeregrineMaven Group. She created The PeregrineMaven Group to commercialize inventions, & improve profitability for new & established businesses, products & services. In addition, she is launching a consulting practice around sustaining the business/technical cultures of creating and protecting trade secrets. She has commercialized dozens of inventions & created new ventures in chemicals, materials & energy – as well as in other market areas. She has been successful working for major companies (such as Amoco, BP, Nalco Chemical Company & Chemical Waste Management) in business development, finance, sales & marketing – measured by commercial success & an improved bottom line. She leads the implementation of virtual chat rooms for Milwaukee Women (where she is also a member). She developed a very successful hands-on 2-day course for current & future directors and business executives for the Private Directors Association in 2019. She served as president of the Licensing Executives Society (USA& Canada) Inc. in 2010, as Wisconsin Chapter Chair for LES, and as president of the Commercial Development & Marketing Association. She served on the board of the Association for Corporate Growth Chicago for 7 years and was named one of the Top 300 International IP Strategists for 7 years in a row (IAM Magazine). She earned an A.B. in chemistry from Wellesley College, an M.B.A. in finance & marketing from the University of Chicago Booth Graduate School of Business, & studied theoretical physical chemistry in graduate programs at Carnegie-Mellon University, Tulane University & Dartmouth College. She is a Certified Licensing Professional.
Panelist #2
Bruce Werner, Managing Director, Kona Advisors LLC
Bruce Werner is the Managing Director of Kona Advisors LLC and served as an outside director on private company boards for the last three decades. Kona Advisors LLC provides advisory services to the owners, investors and CEOs of private and family-owned businesses. With deep experience in governance, succession planning, finance, strategy and management issues, Kona Advisors brings a broad perspective to developing solutions for its clients.
Panelist #3
Pankaj Amin, Managing Director, SC Ventures
In his extensive work as a CEO, private equity advisor and corporate Board member, Pankaj brings more than 25 years of leadership and operational experience in the healthcare, telecommunications, financial services and business service sectors. Pankaj is a thoughtful, insightful and intellectually curious advisor who has a solid grasp on process as much as product.
Pankaj currently serves as a board member of MUBIC, a makeup joint venture launched by Intercos, a 6000-person global makeup manufacturer headquartered in Italy and portfolio company of private equity firm L Catterton. Pankaj brings financial oversight, growth strategy, and consumer products experience to the company’s board. Pankaj also currently serves as a board member of Enzo Bevande, a beverage company that is bringing popular European products to the mass market in the United States. Pankaj represents the interests of two European investors.
Pankaj is Founder and a Managing Director at SC Ventures. The firm serves as investors, management executives, and board advisors to companies in need of renewal and growth strategies. For over 18 years, the firm brings insight into culture and process as it transforms businesses and effects operational revitalization. Pankaj’s activities at SC Ventures include being retained by boards to serve as Interim CEO or President of companies in distress. Most recently, Pankaj was retained by the board of Patient Planning Services, a healthcare program company, to lead an operational turnaround, identify growth in new product categories, and select the permanent CEO. Pankaj has also been an advisor to boards on strategic execution. For example, Pankaj was retained by the Board and a large shareholder of Sellas Life Sciences Group (NASDAQ: SLS), a clinical stage drug development company, to lead operational processes during the company’s reverse merger, assemble the public company Board of Directors, and hire a CFO, General Counsel, and investor relations firm. Finally, Pankaj has served private equity clients in operating roles. For example, Pankaj was retained by a private equity firm to serve as a consultant to the United States Army, to execute its merger of a $3.5B program of record with similarly sized United States Navy program.
SC Ventures began as a search fund, where Pankaj was an investor and a manager as CEO of Affinitel, a telecommunications company headquartered in San Francisco with several thousand business customers. Pankaj acquired the company, led its operations for 8 years and delivered in the first 24 months 100% revenue growth and over 200% cash flow growth, paying off debt 3.5 years ahead of schedule.
Prior to SC Ventures, in 2000 and 2001, Pankaj worked at Model N (NYSE: MODN), an enterprise software company funded by Accel-KKR that went public in March 2013. Pankaj began his career in equity research at Goldman Sachs and in the telecommunications and electronics strategy group at Booz-Allen & Hamilton.
Pankaj is currently President of the New York chapter of the Turnaround Management Association, a professional association for the restructuring industry. From 2016 to 2019, Pankaj served on the national board and research institute advisory board of the Cancer Support Community, an international non-profit entity dedicated to providing support, education, and hope to people affected by cancer. Since 2012, Pankaj has been an adjunct professor in the MBA program at Rutgers Business School in New Jersey. From 2001 – 2008, Pankaj served, most recently as President, on the board of the San Francisco Community Television Corporation.
Pankaj has been featured in The Wall Street Journal, The Corporate Board, Axial, Harvard Magazine, and the Journal of Corporate Renewal. Pankaj graduated cum laude from Princeton University with a Bachelor of Science degree in electrical engineering and earned a Master of Business Administration from Harvard Business School.
Panelist #4
Chad Williams, Partner, Saul Ewing
Chad Williams brings experience as an investment banker, in-house corporate counsel and corporate private practice attorney to his work advising clients on corporate, commercial and transactional matters, both domestically and internationally. Chad serves as outside general counsel to many companies, providing advice and support throughout their growth, from formation and operational matters to merger and acquisition transactions. Chad has deep experience in mergers and acquisitions including both buy-side and sell-side representation. He also has significant experience advising senior management and boards of directors on matters relating to corporate governance, fiduciary duties, internal investigations and corporate financing transactions. Companies rely on Chad to guide them through the formation of joint ventures, strategic alliances, partnership agreements and shareholder agreements, as well as disputes that arise as a result of these agreements.
Chad advises companies as well as investors in a variety of industries, including: software, information technology, e-commerce, social media, radio frequency identification (RFID), medical device, medical practice, professional services, telecommunications, manufacturing and real estate development. Chad has also represented hedge fund clients in connection with the formation, operation and liquidation of investment entities.
Chad is an advisor to professional athletes, artists and entertainers in connection with a variety of business and legal matters. He is passionate about working with top performers and creative professionals to help them build and protect their business interests.
Chad’s work as a trusted advisor to his clients is informed by his diverse professional experience. In addition to his legal practice, Chad was the co-founder and managing director of a strategic consulting and boutique investment banking firm where he worked with private, middle-market companies on executing strategic roll-up and sell-side transactions. In this role, he was also a strategic advisor to growth-stage entrepreneurs on matters including scale-up strategies, business systems and process, and buy-side acquisitions. In addition, he was formerly general counsel and vice president of business development for a newly formed private equity firm, where he was responsible for the legal affairs of the company and its portfolio investments.
Because of the diversity of business clients he serves, Chad takes a collaborative, multi-disciplinary approach to his legal practice, in particular partnering with the Firm’s real estate, tax, litigation, bankruptcy and restructuring, intellectual property, and trust and estates attorneys to serve a spectrum of needs that arise in complex corporate work.
Chad is the co-host of The Greater Gold Leadership podcast, where he interviews leaders from a variety of fields including athletics, the military and politics. The mission of the podcast is to inspire, equip and challenge leaders toward excellence in both their professional and personal lives.
 | | Practice Areas: | | Business Organizations & Contracts, Mergers & Acquisitions | | | Online Media Type: | | Audio | | | Production Date: | | 07/13/2021 | | | Level: | | Intermediate | | | Category: | | Standard | | | Duration: | | 1 Hours, 0 Minutes | | | Online Format: | | On Demand | | | Course Type: | | Public |
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| | • | Norrie Daroga - Partner, Sugar Felsenthal Grais & Helsinger LLP | | • | Ada Nielsen - Managing Director, The Peregrine Maven Group | | • | Bruce Werner - Managing Director, Kona Advisors LLC | | • | Pankaj Amin - Managing Director, SC Ventures | | • | Chad Williams - Partner, Saul Ewing |
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