Mike Amiot is a senior director in West Monroe’s Mergers & Acquisitions practice with more than 30 years of consulting and technology experience. He developed and leads the firm’s Strategic Technology Services team that delivers services including M&A software due diligence, IT strategy and post-close integration for both private equity and strategic investors. In addition, Mike is an expert in sell-side readiness, helping companies prepare for a transaction and avoid value erosion. Mike and his team have partnered with clients on more than 400 transactions with a keen focus on understanding and managing software assets to maximize value creation.
John Bernhardt is the Director of Venue Sales and Business Development for the Western and Central regions. He has spent his entire 20 year career in the Global Capital Markets business with Donnelley Financial Solutions. Over this time, John has been a part of several product initiatives servicing the M&A, IPO and compliance markets.
Doug Chu is Co-Head of Listings and Global Head of Technology IPOs at the NYSE. He is based in Silicon Valley and his team is responsible for advising and managing relationships with IPO prospects as well as the VC, investment banking, private equity and legal communities. Doug’s IPO transaction experience includes companies such as: Snap, Line, Twilio, Square, Pure Storage, Fitbit, GoDaddy, Box, LendingClub, Twitter, Workday, Trulia, Yelp, Pandora, LinkedIn.
The NYSE is the world’s largest, most liquid, and most global equities exchange. The NYSE has a unique market model and offers an unsurpassed level of brand association, liquidity, partnership and market information tools that no other market can duplicate.
Previous to joining the NYSE, Mr. Chu has over 12 years of experience as a technology investment banker in Silicon Valley, including 10 years with the CSFB Technology Group. He has advised clients in the software, internet, semiconductor and hardware sectors on over $15 billion of capital raising and mergers & acquisitions transactions. Mr. Chu is highly experienced as a lead advisor to technology companies in IPOs, M&A, leveraged buyouts, equity and convertible financing, bond and bank financing, and structured products.
Prior to his investment banking career, Mr. Chu was an aerospace engineer with McDonnell Douglas Corp. His area of expertise was computational fluid dynamics. Mr. Chu has experience as a programmer, an aerospace design engineer and also as an IT systems manager.
Mr. Chu received his B.S. in Aerospace Engineering from the Massachusetts Institute of Technology, his M.S. in Mechanical & Aerospace Engineering from Princeton University, and his MBA from U.C. Berkeley. He has written a Masters thesis and is published in academic journals in the field of computational fluid dynamics software.
Brian Feinstein is a partner at BVP who focuses on enterprise software and consumer Internet, and oversees BVP's efforts in Brazil and Russia. Brian has been involved in the firm’s investments in Clio, Enforta, Gainsight, Knewton, LiveAuctioneers, Mindbody, Playdom, Procore,United Capital, and Zoosk. He was a founder and partner at Opera New Media, an online advertising agency, and worked in the private equity group at Blackstone.
Sharon R. Klein (CIPP/US) is a partner in the Health Sciences Department of Pepper Hamilton LLP. Sharon is in charge of the firm’s Orange County office and chair of the Privacy, Security and Data Protection practice. She is a leader of the Digital Health and Technology practice groups. Sharon handles a variety of corporate and regulatory matters to help corporate clients grow and succeed using technology, data and cloud services. Sharon advises businesses on planning, drafting and implementing privacy, security and data protection policies and “best practices,” compliance with applicable laws, regulations and rules, and crisis management and litigation strategies for noncompliance.
Jung is a managing director in the Technology, Media and Telecom (TMT) Group, where he focuses on mergers and acquisitions. He joined Goldman Sachs in 2005 and was named managing director in 2013 and partner in 2016. Prior to joining the firm, Jung worked at Financial Engines as a product manager and at Monitor Group (now Monitor Deloitte) as a management consultant. Jung earned a BA, with honors, from Stanford University and an MBA from the MIT Sloan School of Management.
Ed Mullane is TMT sector editor for The Mergermarket Group, heading up coverage for the Mergermarket and Dealreporter products. He has been reporting for the news service since 2006, covering M&A, activism and regulatory matters. Ed has been writing on business and technology since 1986, both as a journalist and as an analyst. He has reported, analyzed and written and participated in the Internet's boom-bust cycle in the late 1990s, written on many of the ups and downs in venture capital business and covered the raise of high-yield bond market and its impact on M&A over the decades.
Owen O’Keeffe is a Managing Director of Morgan Stanley and is Head of Morgan Stanley's West Coast Technology M&A practice. He has advised on over 65 deals aggregating $80+ billion of value, with a track record of delivering high premium and high multiple outcomes for clients. In 2016, Owen advised on 3 of the 5 highest premia public company sellsides in technology, and negotiated the highest enterprise SaaS multiple ever for a $1bn+ deal. Owen has advised on 10 of the 36 technology M&A deals >6x revenue since 2009.
Owen’s clients have included Ariba, SuccessFactors, Responsys, Cvent, Marketo, ServiceMax, Eloqua, Omniture, RightNow, ATG, Stellent, TubeMogul, Oracle, SAP, Kronos, Braintree, GSI, FireEye, aQuantive, Tellme, McAfee, Isilon, and GT Nexus.
Transaction experience includes sell-side, buy-side and cross-border M&A advisory, joint venture structuring, activist and hostile defense, LBOs, equity, debt and convertible financings, and debt restructuring.
Owen holds an AB in Economics with Honors from Harvard. He currently resides in Lafayette, CA, with his wife Heather and their three children, Liam, Lillian and Laurel.
A.J. joined Thoma Bravo as a vice president with previous experience as a private equity associate with Saban Capital Group, Inc. in Los Angeles, an investor in media, telecom and technology businesses. He previously was an investment banking associate with Jefferies & Company in Los Angeles, where he participated in a variety of sell-side, buy-side and capital markets transactions, and a manager with Ford Motor Company. He was promoted to principal at Thoma Bravo in 2014 and became a partner in January 2016. A.J. has a BA degree from Villanova University and an MBA degree from the University of Chicago Booth School of Business.
Harry Singh joined Intel Capital in 2012 as a Director and drives investments and M&A for software and security. He is an investor in TrapX, Gigya, Schoology, Fuhu (Mattel), EazyTec & Good Way. He also has driven several M&A/Divestiture and strategic business collaboration projects. He previously held a variety of leadership roles at Intel in account management, marketing, and product management. Prior to joining Intel, Harry played key roles at leading companies such as Toshiba, Ericsson, Nortel Networks, & Alcatel. Harry holds an MBA from the University of Southern California, an MSEE from the University of Saskatchewan, and a BE (Electronics) from India's Thapar Institute of Engineering and Technology.
Mr. Smith has 30 years’ experience working with the largest and most influential technology companies – including IBM, Microsoft, Oracle, Google, SAP – plus many high-growth public and private companies, and the most important VC and private equity firms in the technology ecosystem. He began his career at Morgan Stanley and, prior to co-founding Union Square Advisors, was a Managing Director at Credit Suisse, where he headed global software investment banking. Mr. Smith received both his BSEE and MSEE from the University of Notre Dame. In 2015, Mr. Smith was selected as a member of the first-ever class of Presidential Leadership Scholars.