What does it take to get ready for a deal? Join us on June 13 as our experts review the due diligence process, what investors are looking for and how to be prepared for a deal financially. We will also discuss:
• Getting ready for transaction (Preparing and positioning for a deal) – From an Investment Bankers
• Getting ready for a transition (Closing and post-closing) - From a CPA's perspective
• Timing and Structure of a deal (equity vs. convertible notes, etc.)
Andre Guardi - Director, Moss Adams
Mr. Guardi is a Managing Director of Moss Adams Capital, LLC. Through his greater than 20 years of investment banking experience, he has advised many successful growth and middle market companies in a variety of industries. Mr. Guardi’s merger and acquisition work includes sell side, buy side, divestiture, management buyout as well as recapitalization mandates. His capital raise transactions include institutional private equity and debt financings. His client mandates have involved high profile corporations such as: Berkshire Hathaway, Johnson Controls, Mitsui Chemicals, SoftBank, Dow Corning, Danaher and Best Buy, as well as numerous institutional private equity groups.
Prior to joining Moss Adams Capital, Mr. Guardi was a managing director with B. Riley & Co. a Los Angeles based, investment bank. Earlier he held various positions including partner and managing director at Friend & Co. an Irvine, California based investment bank.
Kami has been in public accounting since 1999, including six years with a global firm, providing assurance services to both public and privately-held companies. He has a variety of clients in the manufacturing and technology industries. Kami’s specific experience includes mergers and acquisitions, securities filings with the SEC, and evaluation of internal controls and financial reporting and closing systems. He is a member of Tech Coast Angels, SoCal Bio Council, serves on the OCTANe Technology Leadership Council and is a member of the California Society of CPA’s Accounting Education and Careers Committee.
Light appetizers and beverages will be provided.
When & Where
OCTANe drives technology industry growth and innovation in Orange County by connecting ideas and people with resources and capital. Its members represent Orange County technology executive leaders, entrepreneurs, investors, venture capitalists, academicians, and strategic advisors, all working together to fuel innovation in the OC. OCTANe annually welcomes more than 7,000 people to its programs and events. More than 2,000 business leaders throughout the Orange County region are OCTANe members. For more information, visit www.octaneoc.org.