Please plan to join program chairs
David C. Clarke,
Perkins Coie LLP and
Jeffrey S. Tarbell,
Houlihan Lokey, and the impressive faculty they have assembled for our
6th Annual Northwest Private Equity Conference.
Learning Objectives:
- Understand the present state of the PE market and what lies ahead
- Gain insight into the latest in PE deal terms
- Learn from the shared perspective of seasoned investors
- Find out about the latest developments in the legal and regulatory environment
- Learn how to navigate the difficult deal financing environment
- Understand how best to handle troubled deals and distressed companies
- Discover strategies for buying distressed assets
Thank you to the Seminar Sponsor
Puget Sound Venture Club
and to the Reception Sponsor
OneAccord.
Seminar Co-Sponsors:
Who Should Attend:
Attorneys
In-house Counsel
Investors
Lenders
CEOs & CFOs
Financial Planners
Accountants
Anyone Involved in Public and Private Investments in Today’s Market
Friday, Oct. 30, 2009
| 9:00 | Introduction and Overview |
Perkins Coie LLP
Houlihan Lokey
Current State of Middle Market Private
Equity
Evergreen Pacific Partners
| 9:45 | Anatomy of a Private Equity Deal - 2009/10 |
What to Expect in the Current Environment;
New Developments in Deal Terms;
Earnouts and Seller Financing
K&L Gates LLP
Winona Capital
| 10:45 | Keynote Presentation: CEO Perspective |
Portfolio Company CEO Perspective on
Managing a Private Equity-backed Company
- Operational Issues, Add-ons, Managing
the Board, Exits
Legend Brands
| 11:30 | Private Equity Investor’s Perspective |
Fund Sponsor Perspective on Deal Flow,
Valuations, Exits and Dealing with Lenders
to Troubled Companies
Blue Point Capital Partners
Endeavour Capital LLC
| 1:15 | Lender Perspective: Financing in a
Difficult Market |
State of the Credit Markets; New
Developments in Terms and Pricing; How
to Handle Workout Situations
PNC Business Credit
Zachary Scott
| 2:00 | Legal and Regulatory Updates |
Delaware Law Developments; Federal Tax
Law Developments Affecting Private Equity
Perkins Coie LLP
DLA Piper LLP (US)
| 3:15 | Distressed M&A - the Business and
Strategic Side |
Distressed vs. Healthy M&A: Strategies for
Buying Distressed Assets
Houlihan Lokey
San Francisco, CA
| 4:00 | Workouts, Bankruptcy and the Legal
Side of Distressed M&A |
Restructuring; Buying Companies Out of
Bankruptcy; Pre-Packaged Bankruptcies;
Buying Debt; Advising Distressed Companies
and Their Boards
Perkins Coie LLP
Davis Wright Tremaine LLP
| 5:00 | Questions and Answers |
| 5:15 | Reception - Sponsored by:
OneAccord & The Seminar Group
|
David C. Clarke, Program Co-Chair, a partner at Perkins Coie LLP, focuses on the representation of startup and high growth companies, public companies, venture capital funds and private equity funds. He has handled numerous transactions including mergers and acquisitions, venture capital and angel financings, private equity investments, public equity and debt offerings, recapitalizations, restructurings, spin-offs and joint ventures.
Jeffrey S. Tarbell, ASA, CFA Program Co-Chair, is a Director of Houlihan Lokey. As a member of the firm’s Financial Advisory Services business, his responsibilities include providing valuations, fairness opinions and expert witness testimony. He has nearly two decades of experience providing transaction-related financial opinions and advisory.
Bill Bruders, Keynote Speaker, CEO of Legend Brands, joined
Dri-Eaz Products, Inc., its flagship operation, 11 years ago,
after more than ten years of industry-related experience in
equipment, manufacturing, distribution, and construction. He
became General Manager of Dri-Eaz Products, Inc. in 2003
and was named President the following year.
Glenn S. Burroughs joined PNC Business Credit in 2002 with the acquisition of National Bank of Canada. As Senior Vice President, he is responsible for all new loan origination across the Pacific Northwest and Western Canada. His 27-year career has encompassed a specialization in middle market commercial lending and corporate lending.
Stephan H. Coonrod, a partner at K&L Gates LLP, has a domestic and international business practice centering on acquisitions, venture capital and other equity investments, transborder transactions, trade issues and technology transfers. He also handles general corporate matters for K&L Gate’s clients.
David T. Dandel joined Evergreen Pacific Partners in 2010 as a Senior Vice President. Prior to EPP, Dave was the Managing Di¬rector of D.A. Davidson’s Seattle office where he advised on public and private sale, acquisition and recapitalization transactions for companies in a number of industry sectors.
Dave DiFranco is a Principal of Blue Point Capital Partners, founded a start-up company that worked with Carey International,
the world's largest limousine company, to consolidate
the aircraft charter industry. He spent several years in middle market corporate banking at Bank One and investment
banking at McDonald Investments and Salomon Smith
Barney.
Peter Fishman is a Director in the San Francisco office of Houlihan Lokey. As a member of the Financial Restructuring
practice, he leads the firm’s Restructuring and Distressed
Company M&A practice. He brings to the firm a unique,
extensive background in business, finance and law.
Troy J. Hickman, a partner with Perkins Coie LLP, focuses on
general business transactions including mergers, acquisitions
and divestitures, business formations, financings,
reorganizations and liquidations. He also assists privately held
clients with contract and corporate governance issues.
Ian Jacobson, a co-founder and Vice President with Winona Capital Management, brings a strong background in transaction
oriented corporate finance and portfolio management. Prior to
co-founding Winona Capital, he was an Associate at Laird
Norton Company in Seattle.
Michael T. Newsome is a middle-market financing specialist with Zachary Scott. He focuses on assisting clients in arranging capital from bank, institutional and mezzanine lenders, and equity investors. He has also been involved in managing and negotiating financial restructuring and acquisition advisory assignments.
Alan D. Smith, a partner with Perkins Coie LLP in the firm’s
Business practice, has more than 25 years experience in
commercial and finance transactions, bankruptcy, insolvency,
and reorganization. He works with numerous companies and
private equity funds on financing and transactional matters.
Bradaigh O.F. Wagner is a Principal at Endeavour Capital LLC a regional private equity firm currently investing its fifth
equity fund and first mezzanine debt fund. Her primary
responsibilities include sourcing, analyzing and executing
investments in companies throughout the region.
Joseph D. Weinstein is a partner in the Seattle office of Davis Wright Tremaine LLP. His areas of practice include
admiralty & maritime, aircraft industry, business transactions, finance and commercial law, financial services, international law, mergers & acquisitions, securities, and Food & Agriculture.
Steven R. Yentzer is a partner at DLA Piper, where
his practice focuses on corporate finance, tax and investment
entities. He has been involved in the formation of venture capital,
buy-out and other private equity funds, and real estate
investment partnerships. His experience also includes real
debt restructurings and mergers and acquisitions.
This seminar is approved for the following homestudy credits:
Washington State Bar Association
6.75 General CLE Credits
Oregon State Bar
7.0 General CLE Credits - The Seminar Group is an Accredited Sponsor
If you are purchasing only certain portions of the seminar then the full credit amount does not apply. If you need assistance calculating the number of credits available for a certain session please call our office at 800-574-4852. If this seminar has not been approved for the credits you require, let us know and we will look into it for you.
Information on Continuing Education Credits
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