Selling Your Business Forum – Three Perspectives: The Buyer, The Seller, The Investor.

We are delighted to invite you to our Selling Your Business Forum which will focus on how Tech companies can take advantage of today’s booming market for M&A deals and how best to achieve an optimal exit value. Guest speakers include US buyer CACI and IoT CEO Sue Davenport who will share their insights. We will also cover the impact of Brexit on the UK Tech M&A market.
Agenda highlights:

  • The impact Brexit has had on the UK Tech M&A market
  • What Really Creates Value in Your Business?
  • How to Profit from Preparation
  • The New World of Buyers
  • Competitive Tension – Positioning for Price
  • Tips and Bear Traps – Most Common Errors Made
  • Defining an Optimal Outcome – Company Valuation
  • Negotiation

 

With guest speakers:

Sue Davenport, who has a 23 year track record for growing and developing numerous businesses including Fundraising, MBI and two Exits. She has also led a successful MBO. During her time as CEO at this company she grew sales revenues from £2m to £12m and net profits from £400k to £3m – eventually selling the company to Private Equity achieving an excellent exit price for the shareholders. Sue will talk about the strategies used to optimise exit value and will also share the valuable lessons she learnt throughout the sale of Marimatech A/S, a market-leading industrial IOT company in marine positioning and piloting systems which was recently sold to Swedish global engineering Group Trelleborg SA.

Sanjeev Gandhi is a Chartered Accountant with over 15 years of corporate finance and strategy experience focused on the technology, telecoms and media sectors. He leads CACI’s corporate development and M&A activities in UK and Europe. CACI is a NYSE listed IT services company with revenues of over $4.5bn and over 21,000 staff. CACI’s UK business comprises an IT software & services operation and a digital marketing services business. Sanjeev’s previous roles include several years of senior transaction advisory experience with PwC’s Technology corporate finance team in London and Grant Thornton’s lead advisory team in London. He has also spent time in GT’s Bangalore office in India where he was responsible for advising technology companies on M&A and fund-raise activities. Previously Sanjeev was a Director with Strategy & Investment Partners and with Waypoint in London advising businesses in the marketing services and media sectors on growth strategy, funding and M&A.

Trevor Hope, Partner at Mobeus Equity Partners – Trevor joined Mobeus in 2016 to develop and lead the firm’s growth capital investment strategy. For over 20 years, Trevor has invested growth capital into UK businesses and led change of ownership deals via acquisitions / MBOs across a wide range of sectors including technology, media, leisure, business services, healthcare, telecoms and consumer services. He started his career in banking with Barclays, Barclays de Zoete Wedd and the Corporate & Institutional Banking Division of the Royal Bank of Scotland. Later he moved into venture and growth capital investing with 3i (Thames Valley, Palo Alto, Boston and London) and Beringea, where as Chief Investment Officer he developed and led the investment strategy for £150 million of Venture Capital Trust funds.

We are also delighted to welcome Simon Halberstam, Technology Law Partner at SMAB, who will be joining the panel and sharing his top legal tips for the M&A process.

Brian Parker Head of M&A at ICON Corporate Finance, will present the major trends in the Technology M&A market which remains in rude health having seen the number of deals increase for 6 years in a row. In particular he will address what the impact of Brexit has had on UK Tech M&A market.

There will be the usual opportunity to network over drinks.

Free to attend for technology CEOs & their Board – Spaces are limited so sign up now to join us

Speakers include:

Sue Davenport
Non-Executive Director
Port of Milford Haven

Sue Davenport
Non-Executive Director, Port of Milford Haven
Sue Davenport is an experienced business professional with over 23 years excellent track record for growing and developing businesses gained at both the operational and strategic level within organisations. In 2006, Sue led a successful MBO of an SME within the food industry. During her time at the SME sales revenues grew from £2m to £12m and net profits grew from £400k to £3m. During this period of exceptional growth the business doubled its employees, won several awards for innovation, commitment to employee development and outstanding product quality and were recognised as the SME of the Year by the Orange national Business Awards in 2008. In 2009 Sue attended Harvard Business School and undertook the CEO program with a leadership team in place to manage the business whilst away. Sue’s continued business performance and ability to drive shareholder value resulted in her being voted BVCA woman CEO of the year in 2009. During 2009 Sue sold the business to private equity achieving strong exit performance for the current shareholders. Since selling the business, Sue has undertaken a series of NED and executive roles in a diverse range of industries and sectors from ports, shipping, marine energy to Beauty and Street Food operations. Sue is currently a NED with Milford Haven Port where she sits on the main board and both the Audit and Remuneration committees. She is also Chair and majority shareholder of a global beauty business and a shareholder in an award winning street food operation. She is an NED with Pembrokeshire Coastal Forum and is a local school governor. Sue lives in Pembrokeshire and owns a coastal arable farm. Sue is both a Fellow and a Chartered Director and an Ambassador of the IOD , holds an MBA and is an alumni of the Harvard Business School through the CEO(AMP) program. Successful Deal and re-financing exposure

  • Pasta King MBO and Exit
  • KK Fine Foods – Refinancing – Finance Wales
  • Pembrokeshire Beach Food – Seed Investment Personal
  • Marimatech – Exit Port of Milford Haven
  • Racoon International - MBI with Mobeus Equity (Turnaround)
 

Sanjeev Gandhi
Head of UK Corporate Development
CACI International

Sanjeev Gandhi
Head of UK Corporate Development, CACI International
Sanjeev is a Chartered Accountant with over 15 years of corporate finance and strategy experience focused on the technology, telecoms and media sectors. He leads CACI’s corporate development and M&A activities in UK and Europe. CACI is an NYSE listed IT services company with revenues of over $4.5bn and over 21,000 staff. CACI’s UK business comprises an IT software & services operation and a digital marketing services business. Sanjeev’s previous roles include several years of senior transaction advisory experience with PwC’s Technology corporate finance team in London and Grant Thornton’s lead advisory team in London. He has also spent time in GT’s Bangalore office in India where he was responsible for advising technology companies on M&A and fund-raise activities. Previously Sanjeev was a Director with Strategy & Investment Partners and with Waypoint in London advising businesses in the marketing services and media sectors on growth strategy, funding and M&A.    

Trevor Hope
Partner (Growth Team)
Mobeus Equity Partners

Trevor Hope
Partner (Growth Team), Mobeus Equity Partners
Trevor joined Mobeus in 2016 to develop and lead the firm’s growth capital investment strategy. For over 20 years, Trevor has invested growth capital into UK businesses and led change of ownership deals via acquisitions / MBOs across a wide range of sectors including technology, media, leisure, business services, healthcare, telecoms and consumer services. He started his career in banking with Barclays, Barclays de Zoete Wedd and the Corporate & Institutional Banking Division of the Royal Bank of Scotland. Later he moved into venture and growth capital investing with 3i (Thames Valley, Palo Alto, Boston and London) and Beringea, where as Chief Investment Officer he developed and led the investment strategy for £150 million of Venture Capital Trust funds.  

15:00 – Registration
15:15 – Welcome
15:20 – M&A Trends – Who is buying who and why – Brian Parker
15:35 – Optimising your exit value – Sue Davenport interviewed by Alan Bristow
16:00  Strategic vs Financial Acquirers  the Key Differences – Sanjeev Gandhi of CACI & Trevor Hope of Mobeus Equity Partners
16:20 – Q&A Panel Session with Sue, Sanjeev, Trevor & Simon
16:35 – Drinks & Networking
17.00  Close

Sue Davenport
Non-Executive Director
Port of Milford Haven

Sue Davenport
Non-Executive Director, Port of Milford Haven
Sue Davenport is an experienced business professional with over 23 years excellent track record for growing and developing businesses gained at both the operational and strategic level within organisations. In 2006, Sue led a successful MBO of an SME within the food industry. During her time at the SME sales revenues grew from £2m to £12m and net profits grew from £400k to £3m. During this period of exceptional growth the business doubled its employees, won several awards for innovation, commitment to employee development and outstanding product quality and were recognised as the SME of the Year by the Orange national Business Awards in 2008. In 2009 Sue attended Harvard Business School and undertook the CEO program with a leadership team in place to manage the business whilst away. Sue’s continued business performance and ability to drive shareholder value resulted in her being voted BVCA woman CEO of the year in 2009. During 2009 Sue sold the business to private equity achieving strong exit performance for the current shareholders. Since selling the business, Sue has undertaken a series of NED and executive roles in a diverse range of industries and sectors from ports, shipping, marine energy to Beauty and Street Food operations. Sue is currently a NED with Milford Haven Port where she sits on the main board and both the Audit and Remuneration committees. She is also Chair and majority shareholder of a global beauty business and a shareholder in an award winning street food operation. She is an NED with Pembrokeshire Coastal Forum and is a local school governor. Sue lives in Pembrokeshire and owns a coastal arable farm. Sue is both a Fellow and a Chartered Director and an Ambassador of the IOD , holds an MBA and is an alumni of the Harvard Business School through the CEO(AMP) program. Successful Deal and re-financing exposure

  • Pasta King MBO and Exit
  • KK Fine Foods – Refinancing – Finance Wales
  • Pembrokeshire Beach Food – Seed Investment Personal
  • Marimatech – Exit Port of Milford Haven
  • Racoon International - MBI with Mobeus Equity (Turnaround)
 

Sanjeev Gandhi
Head of UK Corporate Development
CACI International

Sanjeev Gandhi
Head of UK Corporate Development, CACI International
Sanjeev is a Chartered Accountant with over 15 years of corporate finance and strategy experience focused on the technology, telecoms and media sectors. He leads CACI’s corporate development and M&A activities in UK and Europe. CACI is an NYSE listed IT services company with revenues of over $4.5bn and over 21,000 staff. CACI’s UK business comprises an IT software & services operation and a digital marketing services business. Sanjeev’s previous roles include several years of senior transaction advisory experience with PwC’s Technology corporate finance team in London and Grant Thornton’s lead advisory team in London. He has also spent time in GT’s Bangalore office in India where he was responsible for advising technology companies on M&A and fund-raise activities. Previously Sanjeev was a Director with Strategy & Investment Partners and with Waypoint in London advising businesses in the marketing services and media sectors on growth strategy, funding and M&A.    

Trevor Hope
Partner (Growth Team)
Mobeus Equity Partners

Trevor Hope
Partner (Growth Team), Mobeus Equity Partners
Trevor joined Mobeus in 2016 to develop and lead the firm’s growth capital investment strategy. For over 20 years, Trevor has invested growth capital into UK businesses and led change of ownership deals via acquisitions / MBOs across a wide range of sectors including technology, media, leisure, business services, healthcare, telecoms and consumer services. He started his career in banking with Barclays, Barclays de Zoete Wedd and the Corporate & Institutional Banking Division of the Royal Bank of Scotland. Later he moved into venture and growth capital investing with 3i (Thames Valley, Palo Alto, Boston and London) and Beringea, where as Chief Investment Officer he developed and led the investment strategy for £150 million of Venture Capital Trust funds.  

Simon Halberstam
Technology Law Partner
Simons Muirhead & Burton

Simon Halberstam
Technology Law Partner, Simons Muirhead & Burton
Simon is head of the Technology team. His work is focused on the drafting and negotiation of contracts for those providing or procuring technology or digital services. He also acts in domain name disputes and advises on other aspects of Intellectual Property. In addition, he provides guidance to companies wishing to set up online gambling operations either in the UK or targeted at UK consumers. He has extensive experience of all sorts of technology contracts and provides pragmatic and fixed price solutions wherever possible. His wide range of clients includes App Developers. Managed Services Providers. SAAS and IAAS Providers. SEO and Social Media Agencies, Digital and UX Agencies as well as Financial Services companies. Simon is often called upon to advise clients on how to extricate themselves from complex contractual disputes and will always endeavour to do so on a pragmatic and cost-effective basis. He is head of the Legal Panel at the Worshipful Company of Information Technologists.

Alan Bristow
Founder and CEO
ICON Corporate Finance

Alan Bristow
Founder and CEO, ICON Corporate Finance
Alan Bristow is the Founder and Managing Director of ICON Corporate Finance.  He is recognised as one of the country's leading corporate finance advisers and has over 25 years of combined fund raising and M&A experience. Throughout this period Alan has dealt with some of the world's leading investors and technology companies. He specializes in all aspects of raising venture capital, management buy-outs, acquisitions and corporate sales and has advised on over 200 transactions. Before establishing ICON, he spent his formative years in the City of London before joining Price Waterhouse in Melbourne. He also worked as the Finance Director for an Australian Investment Group, prior to  returning to the UK and establishing ICON as a leading M&A house to the tech sector. He holds a degree in Economics and Politics and is a qualified Chartered Accountant. Likes include rugby, economics, skiing, sailing and technology that makes the world a better place. He is a frequent speaker and author on venture capital fundraising and selling companies.  

How you and Alan Bristow are connected.

Brian Parker
Co Founder & Head of M&A
ICON Corporate Finance

Brian Parker
Co Founder & Head of M&A, ICON Corporate Finance
Brian is a co-founder of ICON and Head of Mergers and Acquisitions. He specialises in advising shareholders of technology companies on their exit strategy. He has over 20 years experience in investment banking, mergers, acquisitions and disposals. Having worked both as principal and adviser he has a unique experience as both a buyer of, and an adviser to, high growth companies in USA, France, Hong Kong, China and the UK. Prior to working at ICON Brian spent eight years in Hong Kong, latterly as Head of Equity Research for the No1 ranked Investment Bank at the time - Credit Lyonnais Securities Asia. Before that he worked for two UK PLCs as Head of Mergers and Acquisitions and completed over 15 acquisitions in that period. Brian is a qualified Chartered Accountant.  

How you and Brian Parker are connected.