4th Annual Growth and Exit Strategies for Software and IT Companies



  • In Partnership with

    This is the one conference that has it all for software and IT executives or investors looking to take advantage of the best financial markets since 1999. Meet and hear from leaders in investment banking, venture capital, merger and acquisitions, as well as CEOs who have made headlines doing the deals. Share ideas and network with legal, accounting, and business modeling specialists who can help negotiate the minefield of Sarbanes Oxley, and economists and researchers who can show you a roadmap to the future. There is even a “meet the VCs luncheon” and a buyers panel.

    Don’t miss this great opportunity to attend this one-day event to learn how to maximize your wealth in today’s environment.


    8:00am – 8:30am Registration and Continental Breakfast
    8:30am - 9:00am Chair Welcome and Industry Update 
    9:00am - 9:45am Exit Options - Determining What Is Right for You
    Royal Farros - Co-Founder and CEO, Messagecast (sold to Microsoft in 2005)
    Chris Gaertner - Managing Director, Merrill Lynch
    O’Hara Macken - Director, Independent Research Network

    9:45am - 10:15am Keynote Speaker: William O'Brien, SVP Listings, NASDAQ
    10:15am - 10:30am Break
    10:30am - 11:15am CEOs Who Sold - Are You Ready?
    Bill Alderson – NetQoS
    John Buckman – Lyris Technologies, acquired by JL Halsey Corporation
    Alain Pechon – Former CEO Calendra Software, sold to BMC

    11:15am - 12:00pm Creating a Partnership - What It Takes to Make It Work
    (VCs and Portfolio CEOs Share Their Experiences)
    Rory O'Driscoll - Managing Director, BA Venture Partners
    Jim Marshall - Managing Director, Selby Ventures
    Gibu Thomas - CEO, Sharpcast
    Michael Topolovac - CEO, Arena Solutions

    12:00pm - 1:30pmLuncheon and Keynote Speaker: Ann Winbland, Co-founding Partner, Hummer Winblad Venture Partners
    Sponsored by TriNet

    1:30pm - 2:00pm The Deal: Secrets to a Successful Negotiation
    Kerry Smith - Partner, DLA Piper Rudnick

    2:00pm - 2:30pm Making It to the Goal Line: Financial Foundation
    Joe Talley - Partner, Audit Services, Deloitte & Touche LLP

    2:30pm - 3:15pm Buyers Panel - What It Takes to Be the One They Acquire
    Vik Chaudhary – Director Corporate Development, Keynote Systems
    Salman Ullah - Google
    Paul Weiskopf – Adobe Systems

    3:15pm - 3:30pm Break
    3:30pm - 4:15pm Valuation - Have We Reached a New Valuation Bubble?
    4:15pm - 5:00pm Red Herring: Tech's Hottest Companies Secrets to Success
    5:15pm - 7:00pm Cocktail Reception - Deal of the Year Award


    Event Logistics


    Network Meeting Center
    5201 Great America Parkway
    Santa Clara, CA 95054



    $195 SDForum Members
    $250 Non-members