Growth & Exit Strategies: Building for Scale & Building for Sale

Mar 24, 2022

Growth & Exit Strategies: Building for Scale & Building for Sale

5:00 PM

9:30 PM

VIRTUAL EVENT AGENDA


M&A Market Update & 2022 Top 10 Disruptive Tech Trends

Investors Panel: Will your strategy get funded?

Tech Valuation Metrics: What is your company worth & how do you get it?

Buyers Panel: Do you have what they want?

12 Steps You can Take to Increase Value‍

Sellers Panel: Advice from CEOs who've sold

Agenda
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Speakers

Partner

Jason Frankel

VP Corporate Development

Andy Tseng

Co-Founder & Managing Director

Mike Anello

Group President, Healthcare

Jerry Canada

Vice President

Patrick Eble

CEO

Ryen Leyva

President/ CEO

Tom Gilman

Vice President, Head of Corporate Development

Rishabh Mishra

Managing Director

Bill McAleer

Managing Partner

Chris Puscasiu

Senior Vice President

Serge Jonnaert

Executive Vice President, Corporate Strategies

Timothy Goddard

Co-Founder & Partner

Todd Crick

Vice President, Valuation Services

Yasmin Khodamoradi

Angel Investor & CIO

Neil Sahota

Senior Vice President

Dr. Ivan Ruzic

Senior Vice President

Jeff Bunting

Founder

Jeffery Potvin

CSO

Joel Abramson

Founder & CEO

Bruce Milne

Sponsors

Register

10:00
Welcome & Opening Remarks

Barbara Momboeuf, International Director | WFS

Jeff Bunting, WFS Conference Chair | Corum Group (Platinum Sponsor)


10:10 – 10:35
M&A Market Update & 2022 Top 10 Disruptive Tech Trends:

How trends drive strategic imperative and lead to successful exits

Tim Goddard, Executive Vice President Corp Dev | Corum Group


10:35 – 11:35
Investors Panel: Will your strategy get funded?

Jason Frankel, Partner | Mainsail Partners

Jeffery Potvin, Founder | OPN (Open People Network)

Chris Puscasiu, Managing Partner | Presidio Investors

Neil Sahota, Angel Investor & CIO | UCI Law

Bill McAleer, Managing Director | Voyager Capital


M‍oderator: Serge Jonnaert, Senior Vice President | Corum Group 


11:35 – 12:00
Tech Valuation Metrics: What is your company worth & how do you get it?

Yasmin Khodamoradi, Vice President Valuation Services | Corum Group

12:00 – 12:10
The Merger Experience & Short Break


12:10 – 13:10
Buyers Panel:
Do you have what they want?

‍Patrick Eble, Vice President | Alpine Investors

Todd Crick, Co-Founder & Partner | Astra Capital Management

Jerry Canada, Group President Healthcare | Harris Computer

Rishabh Mishra, Vice President, Head of Corporate Development | Infostretch

Mike Anello, Co-Founder & Managing Director | M33 Growth

Andy Tseng, VP Corporate Development | Sony Corporation


M‍oderator: Jeff Bunting, Senior Vice President & WFS Conference Chair | Corum Group 


13:10 - 13:15
12 Steps You can Take to Increase Value 

Bruce Milne, Founder & CEO | Corum Group


13:15 – 14:15

Sellers Panel: Advice from CEOs who’ve sold & how to prepare for an exit

Tom Gilman, President/ CEO | BioSero

Joel Abramson, CSO | Fully Managed

Ryen Leyva, CEO | Infinity


Moderator: Ivan Ruzic, Senior Vice President | Corum Group


14:15 - 14:30

Corum Celebration: After the deal & Closing Remarks


Sponsored by: Corum Group & Arizona Tech Council