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Tuesday, June 6, 2006 |
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Please pass along this e-mail notice to others who may benefit from our
programs. End Games and Exit Strategies NOTE: Meeting at the Bay Colony Office Park, 1100 Winter Street, Waltham, MA Meeting Overview: M&A is still the preferred path to liquidity outpacing IPOs by 9:1 ratio from 2001 through 2005. Deals are getting done. Investment money is searching for good deals. Positioning your company at the outset to be acquired is both a sensible and well-regarded business model attractive to investors. 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.
Moderator:
Panel: Chris Greendale, General Partner, Kodiak Venture Partners, www.kodiakvp.com Chris brings over 25 years of software and technology services experience in sales, marketing and executive management to Kodiak. Prior to joining Kodiak, Chris was a seed investor in numerous technology companies including Surgency; Context Integration (sold to eFORCE); Breakaway Solutions (IPO); Clarify (sold to Nortel Networks); Rubric (sold to Broadbase); ServiceSoft Technologies (sold to Kana); and MediaBridge Technologies (sold to Engage). Chris was also an early, pre-IPO investor in Siebel Systems Inc. Chris currently serves on the boards of directors for CXO Systems, GlassHouse Technologies, uLocate, and Vettro, as well as Tumbleweed Communications Corp. Kodiak Venture Partners is a Waltham, Mass.-based venture capital firm focused on seed and early stage investments in emerging communications/IT, semiconductor and software companies. With a focus in the eastern regions of the U.S. and Canada, Kodiak Venture Partners builds relationships with entrepreneurs seeking accelerated market success.
Will Wilcoxson, Partner, Axiom Venture Partners, www.axiomventures.com Mr. Wilcoxson has fourteen years of venture capital and private equity investment experience. Prior to joining Axiom, Mr. Wilcoxson was a General Partner of Claflin Capital Management in Boston where he specialized in early-stage information technology companies. He Mr. Wilcoxson spent three years with GE Capital�s Corporate Finance Group, where he focused on later-stage private equity investments in manufacturing, retail and communications companies, and began his venture capital career with Massachusetts Technology Development Corporation. Mr. Wilcoxson previously served as a Board member or advisor to Andover.net (IPO �ANDN,� later sold to VA Linux), iFilm (sold to Viacom), Micro-E Systems (sold to GSI Lumonics), NexCen Technologies (sold to UCMS), Vibrint Technologies (sold to Grass Valley Technologies) and VST Technologies (Sold to SmartDisk). Will currently serves on the Boards of CenterPost Communications, Nufern, WiDeFi and is an advisor to the Boards of airwide solutions, MX Logic, SilverStorm Technologies and WellDog. Axiom Venture Partners provides capital and strategic assistance to rapidly growing high technology companies, and its team bring substantial investing experience and industry expertise to the venture capital process. With over $200M in capital under management, the firm seeks to consider investment proposals in two main industry areas: high technology, which includes communications, software, Internet infrastructure and IT, and biotechnology. Located in Hartford, Connecticut, Axiom invests actively throughout the United States in early or late stage companies.
Nicholas P. Economou, Executive Chairman, ALIS, www.aliscorporation.com Dr. Economou formerly served as chief executive officer of Confluent Photonics Corporation, a supplier of optical transport systems for the CATV and telecommunications industries. Earlier, Dr. Economou was chairman, president and CEO of Micrion Corporation where he served as CEO for ten years, seeing the company through a turnaround in 1990, its initial public offering in 1994, and a second public financing in 1994. During 1998-1999, he successfully completed merger negotiations with FEI/Philips, culminating in the acquisition of the company in August of 1999. Previously, he had served at MIT Lincoln Laboratory and at Bell Laboratories. Dr. Economou holds a B.A. degree in physics from Dartmouth College, and M.A. and Ph.D. degrees in physics from Harvard University.
Christopher P. Sherman, Senior Vice President, Financial Advisor, UBS Financial Services, Inc. www.ubs.com Mr. Sherman provides wealth management services including investment and wealth transfer strategies for executives and business owners encompassing wealth forecasting, concentrated equity solutions, restricted stock transfers, preserving business interests, asset allocation and services to help enhance corporate cash flow. Mr. Sherman began his career in 1983 at Paine Webber Jackson & Curtis. In 1987 he joined Kidder Peabody & Company to focus on the investment needs of high net worth individuals and medium sized institutions. In 1995 the firm merged with PaineWebber Group and in 2000 was acquired by UBS AG of Switzerland. Mr. Sherman's team of three investment professionals has combined industry experience of 35 years and is now part of UBS Wealth Management USA. Mr. Sherman in a 1982 graduate of Babson College where he earned a B.S. in Finance.
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 a clear market leader serving corporate and high net worth clients. UBS has signification operations in all of the world's major financial centers.
Lawrence C. Grumer, CEO, Elecsci Corporation, www.elecscicorp.com Elecsci is an early stage technology company creating ownership of the field of technology called embedded electron charge. With over 20 patents/patents pending, Elecsci�s focus is on producing chips scale and MEMS �energy-harvesters� (Heel-strike, Tires, MEMS sensors, Bio-implantables) self powered sensors, and as electrostatic bonding materials in �sheet form�. Lawrence is also Managing Director, Technology Associates & Alliances (TAA), www.taacorp.com a technology commercialization management advisory and investment company he founded that supports early-stage technology ventures and corporate spin-outs with go-to-market strategy, capital formation, and business transition and profitable growth execution. Lawrence has held profit & loss management positions at Textron (Avco), Arthur D. Little, Marketing Dynamics, 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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