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Tuesday, June 1, 2004

Please Click here or the link above for the location and directions to the Meeting Site.

END GAMES & EXIT STRATEGIES

  Back to Calendar Directions to the meeting Cost and Times

Meeting Overview:

The frenzy of IPO and buyouts prevalent in the late 90�s is gone. IPO�s are coming back, but they are sparse. The business models of firms going public has also changed with execution and performance being valued and not the just the excitement of the opportunity and the flash of the moment. Acquisitions still remain the dominant way for a company to continue on its accelerating growth path and preparing and positioning your company at the outset to be acquired is both a sensible and well-regarded business model attractive to investors. Additionally the start-up and management team is tied to the deal and they need to prepare personally and financially for this as well. Our speakers will talk about End Games and Exit Strategies emphasizing the preparation, structuring, and negotiations and how to make the best possible deal.

Panel: Elliot Katzman,
General Partner, Kodiak Venture Partners
Nicholas W. Robbins,
Financial Advisor, UBS Financial Services, Inc.
Donald Tomkinson,
President, CEO, Chairman of the Board, Framework Technologies
   
Moderator: Lawrence C. Grumer,
Managing Director, Technology Associates & Alliances
     

Meeting Site and Cost:

5:15 PM Pre-meeting Dinner
Bertucci's Restaurant
475 Winter St.,(exit 27B off Route 128), Waltham, MA ("pay-as-you-go")

7:00 PM Meeting Presentation
Conference Center
Bay Colony Office Park
1100 Winter Street, Waltham, MA

There is a $20.00 fee, non ENET members.

No reservations are necessary for either the meeting or dinner

Click here for directions and a map to the dinner and meeting

Panel:
Elliot Katzman,
General Partner, Kodiak Venture Partners (KVP), www.kodiakvp.com

Kodiak Venture Partners is a Waltham, Massachusetts-based venture capital firm focused on seed and early stage investments in emerging communications/IT, semiconductor and software companies. Kodiak�s investment partners are successful high-technology business entrepreneurs who take a high-impact, hands-on approach to forming, operating, building and funding market leaders. Founded in 1999, Kodiak manages three funds totaling $676 million.

Elliot Katzman serves on the boards of Chaoticom, Mindreef, Pragmatech and Watchfire. Katzman has been a senior executive in some of New England�s most successful software companies. Prior to joining Kodiak, he founded and led Myteam.com, a direct marketing/web services company that merged with The Active Network. Earlier, he was at SolidWorks, where as Senior Vice President and CFO, he led the company�s merger with Dassault Systemes. As CFO of Atria Software, he led an IPO and a $1 billion merger with Pure Software, the largest software merger of its time. Prior to Atria, Katzman served as CFO of Epoch Systems, where he had senior operational responsibilities and managed the company�s merger with EMC. He was also an executive with Prime Computer during its significant growth phase in the mid-1980s.

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Nicholas W. Robbins,
Financial Advisor, UBS Financial Services, Inc., www.ubs.com

UBS Financial Services, Inc. is one of the world�s leading integrated financial firms serving a global client base. UBS is the world�s leading provider of wealth management services, one of the largest asset managers, among the major global houses in the investment banking and securities businesses, and the clear market leader in Switzerland serving corporate and retail clients. UBS has signification operations in all of the world�s major financial centers.

Nicholas provides wealth management services and investment strategies to executives and business owners including strategies for concentrated equity positions, restricted stock transfers, preserving business interests, appropriate investments and services to help enhance corporate cash flow, and wealth transfer strategies. Prior to joining UBS Financial Services Inc., he was an attorney at the Boston based law firm Testa, Hurwitz & Thibeault, LLP � a leader in the emerging technology, private equity and public company communities. In his legal career, he provided solutions to complex business, financial and investing problems. His practice included private equity finance and fund formation, public offerings, mergers and acquisitions and technology licensing. He is a graduate of Boston University School of Law and received his Bachelor of Arts degree from Connecticut College. While in law school, he served as an editor of the Boston University Science and Technology Law Journal. He is also a member of the Boston Bar Association and Massachusetts Bar Association.

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Donald Tomkinson,
President, CEO, Chairman of the Board, Framework Technologies www.frametech.com

Framework Technologies is a leader in project execution decision support software, helping manufacturing and AEC companies select and implement key projects critical to achieving growth and cost objectives. Clients include: BorgWarner Inc., Bristol-Myers Squibb, Emerson, Goodyear Tire & Rubber Co., Keyspan Services, MACTEC Inc., Modern Continental Construction, and Transwestern Group. Framework is financed by some of the nation's premier venture investors, including Charles River Ventures, Bessemer Venture Partners, Hambrecht & Quist, Thomas Weisel Partners, Intel and Norwest Venture Capital.

Donald brings more than 23 years of executive leadership and operational expertise to Framework Technologies, having held key corporate positions in sales, marketing and operations throughout his career. He founded Sage Ventures, which invests in early stage companies and provides business consulting. He was general manager for Aspect Development, Inc. (now i2 Technologies) Supplier Relationship Management (SRM) business unit and an Aspect corporate officer helping drive annual sales from $20M to $200M and the field team was scaled 600 percent. Prior to i2 Technologies, Donald was director of worldwide service at ACTERNA (formerly TTC); director of consulting and product manager at Computervision; and development manager, applications engineer and manufacturing engineer at Texas Instruments. Donald graduated Tau Beta Pi from the University of Rhode Island, where he received a BS in industrial engineering. He earned his MBA, with highest distinction, from the University of Maine at Orono.
 

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Moderator:
Lawrence C. Grumer,
Managing Director, Technology Associates & Alliances (TAA) www.taacorp.com

TAA is a management advisory and investment company that helps early-stage technology ventures with go-to-market strategy and capital formation. TAA commercializes technology for these companies and corporate spin-outs, accelerating business and revenue model objectives toward rapid growth, high valuations, strategic partnerships and business transition. TAA helps execute companies� growth strategies through; emerging markets, government initiatives, corporate partnering, sales and licensing to bring the technology research and commercial product concepts to manufacturing, and market realities. Lawrence has held profit & loss management positions at Textron (Avco), Arthur D. Little, John Brown Group, and Foster-Miller where he helped effect their business turn-around. He received a BS in Engineering and an MBA with high distinction in International Marketing and Finance concentration from Northeastern University. He has held a Top Secret clearance.

 

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