Member Engagement
M&A Breakfast: Two Sides to the Story

Event Details

Date
Dec 10, 2019
Time
7:30 am to 9:30 am
Location
KPMG
1300 SW 5th Avenue
Suite 3800
Portland, OR 97201
Price

TAO Member: $15.00

Non Member: $25.00 + applicable fees

Map

Venue Sponsor

An acquisition can be life-changing for both sides of the deal, but it can also be an experience rife with ambiguity and risk. In our current entrepreneurial environment we hear a lot about a rush to an exit, but getting acquired is very complex and there are two sides to every acquisition - those who exited, and those who made the investment to acquire. 

Please join TAO on Tuesday, December 10thfrom 7:30 AM-9:30 AM as we come together to hear from leaders who have seen the good, the bad, and the ugly of M&A and their personal strategies to avoid pitfalls based on their journeys.

 

MODERATOR  
 Steven Hull | Partner | Stoel Rives, LLP

 

 

PRESENTERS  
 Eric Breon | CEO | Vacasa
   
 Aaron Ward | Co-Founder & CEO | AskNicely
   
 Trevor Dryer | CEO | Mirador at CUNA Mutual Group
   
 Shane Harrison | Sr. Vice President | Navex Global
   
 John Milner |  Managing Director, M&A Deal Advisory |  KPMG US

 

WHAT WILL YOU LEARN

Stories, strategies, and pitfalls of both making an acquisition and bringing a new team into your company, as well as receiving significant equity funding or preparing to be acquired.

 

WHO SHOULD ATTEND

Entrepreneurs, finance teams, corporate counsel, and anyone interested in hearing more about the journeys of our expert panelists!

 

ABOUT COWEN PARTNERS
Cowen Partners is a national executive search and consulting firm. Our clients are both small and large, publicly traded, private, and non-profit organizations. Clients are typically $50 million to multi-billion dollar revenue Fortune 100 companies or have assets between $500 million to $15 billion. Successful placements span the entire C-Suite and include director and manager level leadership roles.

Cowen Partners Executive Search has particular expertise in the following areas: accounting and finance, IPO preparation, SEC reporting, corporate tax, financial institutions (banks and credit unions), enterprise software sales including technology, SaaS, and managed services, and rapid growth private equity/venture capital backed deals.

In addition to executive search, Cowen Partners Consulting offers CEO succession planning and CFO consulting for middle market companies on an interim, project, and fractional basis. CFO consultants provide forecasting, financial cashflow, treasury, software implementation, and M & A services. Cowen Partners maintains a multimillion dollar payroll service for even the largest of client consulting and staffing engagements.

With our proven processes and guaranteed results, we have successfully placed hundreds of candidates in industries including technology, commercial real estate, healthcare, financial services, sales and finance.

 

ABOUT STOEL RIVES, LLP
Our Values

  • We will serve leading established and emerging business clients by providing value-added solutions to their legal needs.
  • We will accomplish this goal by providing distinctive client service and relationships based on a combination of specialized expertise, a commitment to excellence, and deep business and industry knowledge.
  • We will develop and retain lawyers and staff of the highest caliber.
  • We will attain our goals while preserving our culture of commitments to integrity, diversity in all its forms, our communities and each other.

 

 

THANK YOU TO FINANCE COMMUNITY SUPPORTERS


FAQs

 

How can I contact the organizer with any questions?

Please contact Justin Martinez with any questions.

 

What's the refund policy?

Refunds are available up to 7 days prior to the event date. Eventbrite fees are non-refundable.

 

Do I have to bring my printed ticket to the event?

No, printed tickets are not required. We will be checking registration electronically at the start of the event.

 

Can I update my registration information?

Yes, you are able to update your registration information by returning to the Eventbrite website or via the confirmation e-mail you receive at the time you sign up. Should you run into any issues, please contact Justin Martinez, Event & Program Coordinator