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Mergers and Acquisitions: Getting the Deal Closed

- UTC

The program will cover the mergers and acquisition process from signing the letter of intent to closing the transaction, including: the due diligence process; the transaction documents; the closing preparation and the closing. Subjects such as representations and warranties, disclosure schedules, working capital adjustments, indemnities, escrows, employment agreements and non-competition clauses will also be discussed. Finally, the program will briefly cover the events on the actual day of the closing.

About the Speakers:

Marshall Graham - Indian River Advisors

Marshall Graham founded Indian River Advisors late in 2011 after a 31 year career in investment banking and corporate development. Indian River not only completes merger, acquisition and capital raising mandates for clients, the firm assists middle market CEOs, Boards of Directors and institutional investors with maximizing enterprise value prior to a corporate transaction.

Prior to becoming the Managing Partner with Indian River Advisors, Marshall founded FOCUS during March of 1982. Through the mid-1990s, FOCUS operated as a small regional firm assisting many startup companies, emerging and mid-market companies in the Washington, D.C. region. During the late '90s, FOCUS evolved to include more emphasis on merger, acquisition and divestiture work as commercial and federal contracting firms matured in the Washington, D.C. market area. At the same time, Marshall recognized the need for a sizeable middle market investment banking boutique with headquarters in the Mid-Atlantic region but serving a national clientele.

During mid-2007, Marshall sold the firm to the firm's management team and remained on as Chairman of the firm until just prior to leaving in March of 2011.

From 1966 through 1971 Marshall was employed by IBM Corporation where his last position was that of Program Marketing Manager. During 1971, Marshall was recruited by Xerox Corporation to participate with a small management team to start the Office Systems Division.

After leaving Xerox in 1975, Marshall founded two startup companies. The first startup was sold to a Chicago based private equity firm and the second firm, "The Source" was sold to the Readers Digest. Marshall received his under graduate degree in Economics from the University of Pittsburgh.

Phil Quatrini - Rimon, PC

Phil Quatrini is a partner at Rimon, PC. Phil represents clients on a full range of corporate transactional and general commercial matters, with an emphasis on mergers and acquisitions (M&A) and private equity transactions, including venture capital. Phil represents public and private buyers and sellers in M&A transactions across a wide range of industries, including the banking and financial services, communications, healthcare, hospitality, government contracts, and software industries. His private equity practice includes representing startup and emerging growth companies in angel and seed financing, institutional venture capital financing, bridge financing and debt financing. Phil also acts as outside general counsel to clients, assisting management with a variety of legal matters, including employment agreements and equity compensation, software and other technology licensing, entity formation and governance. Phil has significant experience forming and structuring privately held corporations, limited liability companies, partnerships and nonprofit entities - including limited liability companies with multiple preferred equity structures.

For more than 15 years, Phil practiced with the Washington, D.C. office of Bryan Cave LLP, where he was a member of the transactions, entrepreneurial and technology, and corporate finance groups.


Date: Thursday, May 15, 2014

Time: 7:15AM to 9:00AM

Location: Tower Club, 8000 Towers Crescent Dr. #1700, Vienna, VA 22182

Cost: $20 members, $50 pre-registration for non-members; $60.00 for non-member at the door. Continental breakfast will be served.

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Via: Exit Planning Exchange