Join fellow founders, CEOs, CFOs, General Counsels, and their teams at this exclusive event designed to help private companies better understand the process behind an initial public offering as well as other late-stage financing and exit events. Experts and experienced executives from Wilson Sonsini, Ernst & Young, J.P. Morgan, IMA Financial Group (formerly Diversified Insurance), Nasdaq, and Donnelley Financial Solutions will share – how to prepare, ways to avoid pitfalls, and strategies late-stage companies face in preparing for a successful transition to being a public company and other late-stage liquidity events.
Among the topics to be discussed:
This Bootcamp is intended for any executive who is involved in devising and/or executing an IPO and other late-stage company transactions—from CEO, CFO, COO, CTO, Chief Counsel, and General Counsel—to leaders and the teams who are responsible for executing and managing an IPO and other late-stage company transactions.
Agenda
Time (MT) |
Topic |
8:30 – 9:30 a.m. |
Registration, Breakfast & Networking |
9:30 – 9:35 a.m. |
Welcome – About the Program and Introductions |
9:35 – 10:00 a.m. |
IPO and M&A Market Update |
10:00 – 10:35 a.m. |
Panel I – Going Public – Executing a Successful IPO |
10:35 – 10:45 a.m. |
Break |
10:45 – 11:20 a.m. |
Panel II – Being Public – Managing Various Stakeholders – |
11:20 – 11:55 a.m. |
Panel III – Private Financing, M&A and Secondary Transactions |
11:55 a.m. – 12:00 p.m. |
Closing Remarks |
Shelly Jackson
shelly.jackson@wsgr.comNathan Robinson is a partner in the Salt Lake City office of Wilson Sonsini Goodrich & Rosati, where he specializes in corporate and securities law, including general corporate representation, public offerings, private placements, and mergers and acquisitions. He has significant experience in counseling publicly held companies on disclosure matters and complex securities laws issues. He regularly works with emerging growth, technology, and life sciences companies, both public and private, as well as investment banks, venture capital funds, and private equity firms.
Michael leads the capital markets practice, focusing on the representation of public and private technology, medical device, and life sciences companies and the investment banks that serve them.
Allison is head of the firm’s corporate department. She represents companies, investment banks, and venture and private equity firms in corporate transactions and governance matters.
Marc Porter is a corporate partner in the Salt Lake City office of Wilson Sonsini Goodrich & Rosati, where his practice focuses on the representation of emerging technology, consumer product and life science companies, and the venture capital firms that fund them, in Utah and beyond. He executes a substantial volume of financings and liquidity events each year for early- to late-stage private companies as well as venture capital firms. Marc is a trusted advisor to executives, boards of directors, entrepreneurs and venture capital fund managers.
Rezwan works with private and public technology and life sciences companies at all stages of growth, as well as investment banks, VC firms, and private equity firms.