Speakers

Mark Barry
Senior Vice President, Corporate Development
KBR, Inc.

Mark P. Barry is Senior Vice President, Corporate Development and General Manager of KBR Ventures.  He is also a member of KBR’s Executive leadership Team.  Mr. Barry joined KBR in 2007 as Vice President, Corporate Development and from 2009 to 2010 he served as Vice President and General Manager of KBR Ventures, KBR's asset development and investment arm. He is responsible for KBR’s acquisition, divestiture and equity investment transactions and the KBR Ventures portfolio.

Prior to joining KBR, Mr. Barry held positions at SUEZ Energy North America, including Vice President, Business Development and Vice President, Strategy, leading acquisition, divestiture and project development transactions and strategic planning initiatives. Previously, at The Coastal Corporation, Mr. Barry was president of Coastal Technology, Inc., heading asset management and operations for Coastal’s power generation portfolio and held other positions in business development, operations and finance. His earlier career also included roles in engineering and resource planning in the energy, utility and independent power sectors.

Mr. Barry holds a bachelor of science degree in mechanical engineering technology from Northeastern University in Boston, Massachusetts and a master’s degree in business administration from the Carroll School of Management at Boston College.  

 

Richard Bates
Vice President - M&A
Duke Energy

Mr. Bates has been with Duke Energy Corporation since June 2000 and was named to his current position in February 2008. In this position, Mr. Bates is responsible for identifying new business opportunities. He has over 20 years of experience in the energy sector. 

Prior to his current role, he served as Senior Vice President of Sonat Inc. and President of Sonat Energy Services Inc. in Birmingham, AL. He also served as an Executive Vice President and General Counsel for Sonat Exploration Company in Houston, TX. Prior to Sonat, Mr. Bates served as General Counsel for ITT Eason Oil Company and Vice President and General Counsel for an independent oil and gas producer and drilling contractor.

Mr. Bates graduated magna cum laude with a Bachelor of Arts degree in economics and history from the University of Oklahoma, where he was Phi Beta Kappa. He also holds a Juris Doctor degree from the University of Oklahoma College of Law. He is a member of the Oklahoma Bar Association and the American Economic Association.

 

Ezra

Ezra Baylin
Head of Corporate Development
Towers Watson

Ezra Baylin is Head of Corporate Development at Towers Watson. Ezra has overall responsibility for evaluating and pursuing external investments, including acquisitions, partnerships, joint ventures and divestitures. Prior to joining Towers Watson, Ezra was Director of Business Development at Employease and a financial analyst in BT Alex. Brown’s technology investment banking division. Ezra has a B.A. from Stanford University and an MBA from the University of Virginia.

 

Chuck Boynton
Vice President Finance and Corporate Development
SunPower Corporation

Chuck Boynton serves as SunPower’s vice president of corporate finance and corporate development where he drives strategic investments, joint ventures, mergers and acquisitions, field finance and finance, planning and analysis.  Prior to joining the company, he was chief financial officer for ServiceSource, LLC, where he was responsible for all aspects of financing, accounting, legal and facilities, and instrumental in preparing the company for its initial public offering.  Previously, Boynton served as chief financial officer at Intelliden where he drove finance, legal, IT, human resources and professional services.  Earlier in his career, Boynton held key financial positions at Commerce One, Inc., Kraft Foods, Inc. and Grant Thornton, LLP.  He currently sits on the boards of Woonjgin Energy and the San Jose Tech Museum of Innovation.  Boynton is a certified public accountant, State of Illinois, and a Member FEI, Silicon Valley Chapter.  He earned his MBA at Northwestern University and his Bachelor of Science in Business from Indiana University.

 

Steven Burke
Director, M&A Integration
Intel Corporation

Steve Burke is the M&A Director of Integration at Intel Corporation. Since joining Intel Capital in 2006, Steve and his team have managed the integration practice for buy-side and sell-side transactions with an aggregate value in excess of $11B.  In this role, Steve is responsible for integration strategy, diligence, communication, and contract negotiations of transition services. Prior to joining Intel Capital, Steve served as GM of the Intel Japan procurement and supply chain organization where he managed strategic supply relationships and day-to-day operations. Earlier, Steve led strategic procurement programs as a director in Intel’s capital procurement organization where he created novel competitive sourcing programs and performance-based-pricing. Steve has over 20 years of M&A, operations, and procurement experience at Intel. He graduated with a Bachelor’s degree in Chemistry from the University of California at Riverside, and a Masters of Chemical Engineering from UCLA.

 

Jim Cohen
Executive Vice President- Mergers & Acquisitions
Consolidated Graphics, Inc.

Jim has served as Executive Vice President of Mergers & Acquisitions of Consolidated Graphics for the past six years. During Jim’s tenure with the company, Consolidated Graphics has grown over 50% through acquisition. In recognition of his contributions to the printing industry, Mr. Cohen was inducted into the National Association of Printing Leadership’s Soderstrom Society, the printing industry’s honorary society that recognizes outstanding contributions of service and leadership in printing.  

Prior to joining Consolidated Graphics, Jim worked in investment banking, law and private equity. He started his career as a financial analyst at Morgan Stanley in New York and later practiced law with Simpson Thacher & Bartlett in New York and London (focusing on mergers and acquisitions and private equity funds) and also with Baker Botts in Houston. Jim’s business side experience also includes serving as a Managing Director and member of the investment committee of a private equity fund focused on industry consolidations. 

Jim is an honors graduate of Princeton University and received his JD degree from NYU School of Law. Outside of work, Mr. Cohen is Chair of the Alumni Schools Committee for Princeton University (Houston Region), a board member of the Electronic Document Scholarship Fund and a member of the board of the Episcopal High School Dads Club. 

 

Paul Grossman
Senior Vice President, Strategy and Corporate Development
Life Technologies Corporation

Paul Grossman, Ph.D., is Life Technologies’ Senior Vice President of Strategy and Corporate Development and held the same role with Invitrogen since May 2007. Prior to joining Invitrogen, Dr. Grossman held a variety of leadership roles during his more than 20 years at Applied Biosystems, including working as a research scientist, a patent attorney, Vice President of Intellectual Property and Vice President of Strategy and Business Development. In his tenure at Life Technologies and its legacy companies, Dr. Grossman has spearheaded the acquisition of more than 15 companies, including the merger of Invitrogen and Applied Biosystems, and is also is responsible for a corporate development strategy that includes executing on innovative approaches to grow and monetize the company’s substantial intellectual property portfolio of 3,900 patents and licenses.. Dr. Grossman received B.S. and Ph.D. degrees in chemical engineering from the University of California, Berkeley, a M.S. in chemical engineering from the University of Virginia, and a J.D. from Santa Clara University School of Law. He has authored numerous scientific publications and holds more than 70 U.S. and foreign patents.

 

Paula Hildebrandt
VP of Corporate Development
FedEx

Paula M. Hildebrandt is Staff Vice President of Corporate Development for FedEx Corporation, managing corporate development initiatives for FedEx and all of the FedEx operating companies. Her scope of responsibility includes the evaluation and formation of strategic business combinations, including acquisitions and joint ventures, as well as post-merger integration planning and support.

Hildebrandt played a key role in the company’s successful acquisition of, among other firms, American Freightways, Kinko’s, DTW Group (China), Parcel Direct, Watkins Motor Freight, Multipack (Mexico), Prakesh Air (India), and AFL Private Ltd. (India). Through her leadership FedEx has effectively expanded its global reach and service capabilities to meet the growing needs of its customers.  

Hildebrandt joined FedEx in 1993 and throughout her career has served in leadership positions in corporate development, strategy and finance. She assumed her current role in 2006 after serving as Staff Director of Corporate Development. Prior to that, Hildebrandt served as Staff Director of Strategic Financial Planning and Analysis, managing the annual and long range planning processes as well as strategic financial analyses.

Before joining FedEx, Hildebrandt was in economic research at the Federal Reserve Bank of Kansas City. She earned her bachelor’s degree from the University of Colorado and her master’s degree in business administration from Thunderbird School of Global Management.

 

Matt Jacobson
Partner
Freshfields Bruckhaus Deringer

Matthew is a partner focused primarily on corporate, securities and M&A matters with an emphasis on cross-border transactions and technology transactions and business outsourcings and separations. Matthew also advises companies with regard to regulatory matters such as CFIUS and FCPA issues in a transactional context. 

Matthew's recent transactional experience includes advising Invatec, a medical device manufacturer, on the sale of its business to Medtronic, Inc., in a transaction valued at $500 million; CVC in connection with its $4.4 billion agreement to purchase the ishares ETF business from Barclays Global Investors (later terminated), in particular overseeing the separation and carve-out of the iShares business and platform; and Chinese automaker Zhejiang Geely Holding Group in connection with its $1.8 billion agreement with Ford Motor Company to purchase the Volvo automotive business.

Prior to joining the firm, Matthew served as corporate counsel to Hewlett-Packard Company, where he oversaw M&A activities including the Compaq acquisition and global restructuring, and practiced corporate law with Brobeck, Phleger & Harrison in its Palo Alto, California office. Matthew received his BA from Stanford University and his JD from University of California, Hastings College of Law. Matt is qualified in California and the District of Columbia.

 

Carleigh

Carleigh Jaques
Head of Corporate Development
Visa, Inc.

Ms. Jaques is responsible for Visa Inc.’s global corporate development and mergers and acquisitions activities.  The Corporate Development and M&A group leads Visa’s engagement in a range of transactions from strategic investments through joint ventures and acquisitions.  Since founding the group, Ms. Jaques has led Visa’s $2 billion acquisition of CyberSource in the ecommerce segment and its acquisition of PlaySpan in the digital commerce space, as well as the company’s two joint ventures in India.  In addition, she led the formation of the Syncada joint venture in the commercial payments space as well as the divestiture of key business stakes in Brazil with aggregate value in excess of $1 billion.  Ms. Jaques is an active speaker at industry and educational forums including the Thomson Reuters Western M&A conference and at the Stanford Law School.

Visa is a leading payments platform and among the most recognized brands globally.  The company has a market capitalization of approximately $55 billion having successfully gone public in 2008.

Prior to joining Visa, Ms. Jaques spent 17 years in investment banking, the last 12 of which were at Deutsche Bank in the firm’s technology mergers and acquisitions practice where she was a Managing Director.  During her tenure in investment banking, Ms. Jaques advised clients on a range of transactions including acquisitions, asset purchases, cross-border deals, divestitures, joint ventures, leveraged buyouts, mergers of equals, recaps, and equity and debt issuances.  

Ms. Jaques received an MBA from the Wharton School of the University of Pennsylvania and a BA from the University of Michigan.

 

Robby Kwok
Head of Corporate Development
LinkedIn

Robby Kwok is responsible for corporate development and business development activities at LinkedIn. Prior to joining LinkedIn, Robby held a variety of leadership roles in corporate development, business development and business operations with Yahoo! for 8 years. While at Yahoo! he was instrumental in defining and executing Yahoo!’s consumer initiatives in the search, social search, travel, and local spaces, including the acquisitions and integrations of Inktomi, Overture, Farechase, Flickr, and del.icio.us. Before joining Yahoo!, he was an investment banker with Epoch Partners and Merrill Lynch. Robby holds a BS in Business Administration from the University of California, Berkeley.

 

Bill Langbein
Editorial Director & West Coast Bureau Chief
Mergermarket

William (Bill) Langbein is West Coast Bureau Chief for mergermarket, an independent M&A intelligence service that specializes in providing forward-looking origination and deal flow opportunities, as well as a comprehensive deals database. Bill joined the company in 2003 during its North American launch, becoming bureau chief in San Francisco two years later. He subsequently established the San Francisco office and West Coast editorial operations for mergermarket before the company was purchased in 2006 by the FT Group, a unit of Pearson, plc. 

During his career, Bill has written primarily on the business of life sciences, including the delivery of healthcare and healthcare information technology services. His breadth of life sciences coverage also includes genome therapeutics, which he first wrote about in 1993, covering companies such as Sequana Therapeutics, Millennium, and also SmithKline Beecham’s then-radical $120 million capitalization of The Institute for Genomic Research (TIGR). 

Prior to mergermarket, Bill wrote for Reuters Health, California Medicine, eHealthcareBusiness and In Vivo: The Business & Medicine Report. He has also written for daily newspapers and specialty publications in real estate and corporate finance. Bill has received writing awards from the American Society of Healthcare Publication Editors and the California Medical Foundation. He has completed graduate studies in business and holds a bachelor’s degree in journalism from the University of Missouri at Columbia. 

 

Suzanne Miller
Senior Editor, Corporate Dealmaker
The Deal

Suzanne Miller is an editor overseeing all coverage of corporate dealmaking, including the strategies and dealmakers who initiate M&A transactions. She also manages the Most Admired Corporate Dealmakers project, writes a column in The Deal magazine and leads the Corporate Dealmaker database effort. Most recently, Suzanne has followed developments in regulating OTC derivatives and the market transition to clearinghouses and exchanges.

Prior to joining The Deal LLC, Suzanne was an editor and senior writer at J.P. Morgan Private Bank. She was also a senior writer at AllianceBernstein, where she wrote about fixed income, the economy and developing markets. Before that she spent time as a contributing editor at The Banker, a Financial Times publication, and wrote for Investment Dealers’ Digest, Institutional Investor, the New York Post and Breakingviews. She was previously the London bureau chief at CBS MarketWatch, where she launched and supervised a four-member news bureau and oversaw breaking news and features about business, finance and politics in Europe.

 

Erik Moreno
Senior Vice President Corporate Development
Fox Cable Networks

Erik I. Moreno serves as Senior Vice President, Corporate Development, for Fox Networks Group (a division of News Corporation), where he is responsible for identifying new business and strategic opportunities, as well as work on acquisitions and joint ventures. Mr. Moreno is also Co-General Manager of the Mobile Content Venture (MCV), a joint venture of 12 broadcasters that are working to deliver live digital television to mobile devices in the United States. Mr. Moreno has previously served as Director of Corporate Development for eBay Inc. and as Vice President of Corporate Development and Strategy for Level 3 Communications, a global wholesale telecommunications company.  Mr. Moreno began his career at Gleacher & Co., a boutique investment bank specializing in Mergers & Acquisitions.  He is a graduate of the Wharton School of the University of Pennsylvania.  Mr. Moreno is a Trustee of USA Funds®, a nonprofit corporation that has served approximately 22 million students and parents enhance postsecondary education preparedness, access and success by providing financial and other services.  He resides with his wife, Cara, and their two daughters in Los Angeles, California.

 

Brian Moriarty
Vice President, Human Resources for Mergers, Acquisitions, Divestitures and Outsourcing
Hewlett-Packard

Brian Moriarty is the Vice President of Human Resources for Mergers, Acquisitions, Divestitures and Outsourcing (MADO) at Hewlett-Packard. In this position, Mr. Moriarty leads and directs HR’s involvement in MADO activities on a global basis. Prior to joining Hewlett-Packard, Mr. Moriarty was the Vice President of Business Affairs at Sun Microsystems where he was responsible for negotiating M&A transactions and successfully integrating target companies into Sun. Mr. Moriarty held this position at Sun for eight years and was instrumental in Sun’s sale to Oracle Corporation. Prior to joining Sun, Mr. Moriarty was a CFO and EVP of corporate development for two healthcare software and services companies and was an investment banker for ten years.

Mr. Moriarty holds a Masters in Management from the J.L. Kellogg Graduate School of Management at Northwestern University and was awarded the F.C. Austin Scholarship. Mr. Moriarty holds a Bachelor of Arts from the University of California at Davis.

 

Eric Muhlheim
SVP of Global Development, Disney English
The Walt Disney Company

Eric Muhlheim is a strategy development and implementation executive with over 15 years of experience in diverse media and consumer businesses and on-the-ground retail expansion experience in China. He has led the development of successful white-space global business: crafting a robust entry strategy; aligning corporate management around the business plan; securing critical executive talent; and laying the operational foundation. His professional history includes top corporate executive advisory leadership as well as M&A execution and line management responsibility. He has superior skills in strategic planning, deal structuring and negotiation, and business valuation; expertise in intellectual property issues; and concentrated experience in process design and organizational growth and evolution. His approach is grounded in rigorous analysis, clear and persuasive communication, and a careful consideration of the greater corporate and strategic context. 

Muhlheim presently serves as Senior Vice President, Global Development for Disney English, The Walt Disney Company’s initiative to take a leadership position in the $8+ bil global children’s English training industry. His charge includes identification of promising new markets for the Disney English service business; articulation and championing of entry plans, whether organic or acquisition-based; partnership development; and execution of the entry plan.

From 2007 through 2010, Muhlheim served as Senior Vice President, Operational Services and Site Development for Disney English in Shanghai. In this role, Muhlheim acted as the chief operating officer for Disney English in its startup phase, managing strategy and execution of Disney English's location-based expansion plans, including development of the Disney English Center concept, and building the organizations providing finance, IT, and other shared support services. By the end of his tenure, Muhlheim had managed growth of the chain to seventeen centers in Shanghai and Beijing serving 9,000 children. Disney English has undertaken China-wide expansion in 2011.

Previously, as Senior Vice President, Strategy and Business Development for Disney Consumer Products, Muhlheim led the strategic planning process for Disney’s $2.7 bil licensing, publishing, video gaming and vertical stores businesses. In this role he also led divisional acquisitions and “white-space” business development, including development of the idea and initial business plan for Disney English in China.

Muhlheim has also had a long career managing strategy and M&A in Disney’s Corporate Strategic Planning group. Areas of focus included cross-divisional content strategies and complex intellectual property transactions. Key achievements include several significant acquisitions, divestitures and restructurings, and the development of an integrated Disney Channel content investment strategy. Muhlheim partnered with divisions across the company including filmed entertainment production and distribution, international broadcast and cable, internet, and consumer products licensing divisions. 

Mr. Muhlheim graduated from Princeton University cum laude in Mathematics and holds an MBA from The Stanford Graduate School of Business. He is married with three children.

 

Rick Navarro
Vice President, Corporate Development
Harris Corporation

Ricardo A. Navarro is vice president–Corporate Development. He is responsible for the identification, negotiations, and integration of acquisitions, divestitures, joint ventures, and other alliances of the company. 

Prior to assuming this position in 2005, Mr. Navarro had been senior vice president–Business Development and Integration for Goodyear Tire & Rubber Company. Before joining Goodyear Tire & Rubber, Mr. Navarro was senior vice president of Corporate Development for Solectron Corporation, a leading provider of contract electronics manufacturing services. Previously he served for 10 years as vice president–Corporate Development for Honeywell International where he structured a multibillion dollar series of global transactions in a broad spectrum of industries, including aerospace, electronics, distributed power, industrial and marine, and information technology. Prior to joining Honeywell, he served in mergers and acquisitions, and financial positions with Citicorp, Bank of America, and Citibank. He began his career as a structural engineer with Rockwell International. 

Mr. Navarro was graduated from the University of California at Los Angeles with a B.S. degree in structural engineering and received an M.B.A. degree from Stanford University’s Graduate School of Business. 

Harris is an international communications and information technology company serving government and commercial markets in more than 150 countries. Harris is dedicated to developing best-in-class assured communications™ products, systems, and services. 

 

Kristina Omari
Vice President of Corporate Development
Adobe Systems Incorporated

As Vice President of M&A and Corporate Development for Adobe, Kristina heads a team focused on inorganic growth strategy, equity investments, M&A execution and post-merger integration. She’s managed more than 17 transactions in her tenure at Adobe including Adobe's $1.8 billion acquisition of Omniture, which closed in October 2009, and its $240 million acquisition of Day Software, which closed in October 2010. 

Prior to joining Adobe, Kristina held a number of finance and corporate development positions at leading global companies including Hewlett Packard, Lehman Brothers and PaineWebber. She holds a Bachelor of Science degree in Industrial Engineering from Stanford University and an MBA from the the Stanford Graduate School of Business.

 

Greg Psihas
Vice President of Mergers & Acquisitions
Applied Materials

Greg Psihas is Vice President, Mergers & Acquisitions of the Corporate Business Development group at Applied Materials.  Appointed VP in December, 2007, Psihas is responsible for the company’s transaction execution and integration activities.  He has served as the company’s primary deal lead and lead negotiator since coming to Applied in December, 2005.  Since joining, he has closed over $1.5 billion in acquisitions, including three of the companies’ largest transactions.  Psihas was instrumental in acquiring two key crystalline silicon solar business making Applied the world’s largest c-Si solar equipment manufacturer.

Prior to joining Applied Materials, Mr. Psihas was Director of Corporate Development at Eaton Corporation where he was engaged in global buy and sell side transactions.  Eaton is a $15 billion diversified industrial supplier of electrical, fluid power, automotive and truck systems.  From 1999 to 2003 Mr. Psihas worked for an investment of the private equity fund Apollo Management LP, Clark Retail Group as Director of Mergers & Acquisitions.  A $2.5 billion business, the company was engaged in a roll-up strategy of convenience store chains in the central United States.  During that time, he closed nine transactions within 3 years with sales in excess of $1.3 billion.  Immediately following business school in 1998, Psihas worked in the corporate M&A department at CNA Financial Corporation in Chicago, Illinois, an $18 billion global insurance company.  Psihas spent the first 9 years of his career at Shell Oil Company in various finance roles of increasing responsibility within the downstream refining and marketing organization.  In his most recent position, he was responsible for the implementation of corporate business strategy and performance measurement initiatives.

Mr. Psihas received an MBA from the University of Notre Dame.  He also holds a B.S. degree in Economics and Political Science from Michigan State University.

 

Ross Rosenberg
Vice President, Corporate Development
First Solar, Inc.

Ross is Vice President of Corporate Development at First Solar (Nasdaq: FSLR), where he leads the company’s global strategic transaction function including responsibility for M&A strategy and identification, evaluation, negotiation and integration of all acquisitions, joint ventures and strategic investments. In the last 4 years, First Solar has completed 7 acquisitions, 1 joint venture and 1 Series D investment in a strategic partner.

Prior to First Solar, Ross held several executive management roles at Danaher (NYSE: DHR), including P&L operating responsibility for a $500 million global business as well as VP, Marketing for a $1 billion division and Group VP, Strategy and Business Development, where he executed several billion dollars of acquisitions. Prior to Danaher, Ross led corporate development at Zebra Technologies (Nasdaq: ZBRA), where he founded and built the M&A function and led the company’s expansion into on-demand digital photo printing and radio frequency identification (RFID).

Prior to his corporate development experience, Ross was an investment banker in the Mergers & Acquisitions group at Merrill Lynch and started his career at PricewaterhouseCoopers where he conducted buy-side due diligence and valuation for corporate and private equity clients.  

Ross holds an MBA from The Wharton School at the University of Pennsylvania and a BS in Accounting (and CPA) from University of Illinois.  

 

Serena Saitto
Reporter
Bloomberg News

Serena Saitto is a mergers & acquisitions reporter for Bloomberg News based in New York. She joined Bloomberg finance team in August 2008. After covering the collapse of Lehman Brothers, she started covering M&A in 2009. She won the 2009 Society of American Business Editors and Writers Awards for enterprise reporting on the "Ten Days that Changed Wall Street as Bernanke Saw Massive Failure." She also won the Silurians Society's award for excellence in business reporting for an article on 2009's bonus furor. She contributes to Bloomberg TV, Bloomberg BusinessWeek and Bloomberg Link's conferences.

Before joining Bloomberg, she was a financial reporter for Dow Jones Newswires in Milan, Italy, and in Buenos Aires, Argentina. In that position she often contributed to the Wall Street Journal and to CNBC TV. She previously worked for Apcom in Rome, the Italian service of the Associated Press, where she covered International finance.

She earned a Master of Science in Political Economy from the London School of Economics and Political Sciences, after graduating from La Sapienza University of Rome with a degree in Political Sciences. 

 

Brian Steel
VP, Corporate Development
PG&E Corporation

Brian Steel is Vice President, Corporate Development, for PG&E Corporation and
leads its strategic development efforts, which are focused on unregulated investing on
behalf of the holding company and its shareholders. Steel joined PG&E Corporation in
September 2009 after nearly two decades of building high-growth companies, primarily
in the digital media and technology arena.

Prior to joining PG&E, Steel was President and CEO of VoloMedia. Before joining
VoloMedia in August 2007, Steel served as President, International, Overture Services
(subsequently Yahoo! Search Marketing) for three years, building a billion-dollar division
with operations in 20 countries comprising more than 800 employees worldwide. Before
Overture/Yahoo!, Steel was President and CEO of Idealab Silicon Valley. Steel came to
Idealab from On Command where he served as President and COO after helping take
the company public in 1996 as its COO and CFO. Steel has also held senior executive
positions at AT&T predecessor companies and at Shearson Lehman Brothers as Senior
Vice President of Real Estate Merchant Banking. He began his career as a corporate
strategy consultant at Marakon Associates.

Steel has been an active board member and angel investor, serving on the boards
of directors and advisory boards of more than 20 technology companies. He is currently
an advisor to the board of directors for Pandora, the leading Internet radio service in
the U.S., and on the advisory board of Care2. Steel's recent angel investments included
LiveOps, Panera Bakery Café, and Powerset.

Steel holds a Bachelor of Arts in economics magna cum laude from Duke University,
where he conducted graduate work in corporate strategy. He also did graduate work
in international marketing and finance at the Pacific Asian Management Institute and
negotiation at Harvard University.

 

Alan Warner
Partner, M&A Services
Deloitte & Touche LLP

Alan Warner is a partner in Deloitte’s Merger & Acquisition Services practice based in San Francisco. Deloitte’s M&A practice is a cross functional team of accounting, tax, consulting and financial advisory professionals dedicated to serving the unique needs of clients undergoing merger, acquisition and divestiture transactions. Alan is an accountant and his primary role on M&A engagements is to assist clients with financial due diligence and other transaction execution services on both the buy-side and the sell-side.  He has been with Deloitte his whole career (nearly 20 years) and for the past fifteen years, he has worked exclusively with corporations and private equity investors in executing acquisitions and divestitures, having experience supporting over 250 such transactions over the course of his career. Prior to relocating to San Francisco, Alan was on an international assignment in Duesseldorf, Germany where he served as the lead partner on cross border transaction opportunities between North America and Germany. Alan is originally from Wisconsin where he attended the University of Wisconsin-Madison. He is a certified public accountant (licensed in New York & California) and he speaks fluent German.

 

John D. Wilson
Partner
Shearman & Sterling LLP

Mr. Wilson has been a partner of Shearman & Sterling since 1988. From 2001 to 2010 he served as the Managing Partner for Shearman & Sterling’s Bay Area offices. From 2005 until 2009, he served as an elected member of the firm’s Policy Committee.  Prior to 2001, he was a partner in the London office for five years, in the Paris office for three years, and in the New York office. He concentrates on securities and finance matters and mergers and acquisitions, including initial public offerings and other global equity securities offerings, complex acquisitions and joint ventures. He also regularly advises companies, Boards of Directors and Audit Committees on corporate governance matters, including Sarbanes-Oxley Act compliance, internal investigations, fiduciary duties and disclosure matters. Mr. Wilson has an extensive background in high yield debt, private equity and acquisition finance transactions, and public recapitalizations and restructurings.

Mr. Wilson is listed as a leading capital markets lawyer in the Guide to the World’s Leading Capital Markets Lawyers, a practice area directory produced by Euromoney Publications LLC

 

Anthony

Anthony Woolf
Director Corporate Development
Symantec Corp

Anthony has over 13 years of experience in M&A, business development, and strategy across a diverse range of technology companies. Most recently as Director of Corporate Development at Symantec, Anthony has executed deals in the security, e-discovery, and hosted spaces. Prior to that Anthony was responsible for M&A activity for Adobe’s Business Productivity Business Unit. Previously as Senior Manager of Business Development for Avaya’s Enterprise Communications Applications Division, Anthony developed the division’s M&A pipeline in the Contact Center and Unified Communications spaces. Prior to Avaya Anthony had strategy and business development roles at several technology startups, including Tealeaf Technology, where he led business development activities, and Red Sky Interactive, where he led the strategic aspect of engagements with clients such as Nike and Miller Brewing Company. Anthony holds an MBA from the University of Chicago, a JD from Boston University, and is an attorney. 

 

Registration is closed for this event

Date: Thursday, September 8, 2011

Time: 8:15am – 4:55pm

Location: San Francisco, CA
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