Foley Hoag is pleased to host this half-day event, organized with MTLC, BDO and Wells Fargo. Foley Hoag Partners Stacie Aarestad and Corey Brown will be presenting on the Legal and Regulatory Considerations in M&A and Capital Markets panel. Corey Brown will also be moderating the Private Equity Perspectives: Value Creation Before and After the Deal panel.
Navigating a liquidity event in the technology sector requires disciplined preparation, strategic insight, and experienced guidance. As buyers grow more sophisticated and diligence requirements intensify, technology executives must be transaction-ready across financial, legal, operational, and strategic dimensions to achieve optimal outcomes. This executive-focused program brings together CFOs, General Counsels, investment bankers, private equity investors, and advisors to share practical perspectives on preparing for and executing a successful transaction.
Through panels, presentations, and fireside chats, the program covers the full lifecycle of a liquidity event—from early readiness and financial preparedness to legal considerations, deal positioning, value maximization, and post-close value creation. Attendees will gain actionable insights into what buyers and sponsors look for in today’s market, how to prepare management teams for diligence and negotiations, and how to position their companies for a successful transaction and future growth.
Speakers
- Chris Andrews, Managing Director, PSG
- Amanda Hall, General Counsel, DoiT
- Diane Basile, Chief Financial Officer, Salary.com
- Mary Henry, Chief Executive Officer, Fairwinds Ops
- Chris Sands, Chief Financial Officer, InvoiceCloud
- Matt Vittiglio, Associate General Counsel, Rocket Software
- Levina Wong, General Counsel, Nexthink
- Stacie Arrestad, Partner and Co-Chair, Capital Markets Practice, Foley Hoag
- Corey Brown, Partner and Co-Chair, M&A Practice Group , Foley Hoag
- Hank Galligan, National Tech Industry Group Leader, BDO USA
- Rich Egan, Transaction Advisory Services Director, BDO
- Holly Richardson, Core Tax Principal, BDO USA
- Matt Lacy, Managing Director, Investment Banking, Wells Fargo
- Danielle Lussier, Executive Director, Technology Banking, Wells Fargo
- Vasilis Varsakopoulos, Private Capital Advisory, Wells Fargo
