BLN Open Meeting (Wellesley) - Sep 25, 2006

Event: Maximizing Value for Sale of a Business
Speakers: Gregory J. Burkus of Shasta Partners, LLC
Date: September 25, 2006 (Monday)
Time: 7:30am
Place: Rebecca's Café, 55 William Street, Wellesley Office Park

The M&A market is extremely active with over $725 billion deals announced year-to-date. Strategic buyers are competing against heavily-funded Private Equity Funds to acquire businesses to supplement growth. In this super-charged M&A environment, does your client know how to maximize value for his or her business? As the attorney or financial advisor, do you know how to avoid costly blunders that will dramatically reduce value? Learn about the top 5 pitfalls to value destruction in M&A – be able to provide guidance to your client in avoiding these pitfalls – add value to your clients business.

Greg Burkus, founder of Shasta Partners, is a Boston-based investment banker with over 20-years of banking experience. He has worked for Wall Street powerhouses such as Drexel Burnham Lambert, Morgan Stanley and Alex. Brown & Sons. His transaction expertise spans executing over 35 M&A transactions totaling more than $10 billion in value - 40 IPO’s, follow-on equity offerings and private equity placements totaling more than $4 billion in value - 30 restructurings, exchange offers, convertible bond offerings, and high yield debt offerings totaling more than $5 billion in value. In 2002, he founded Shasta Partners to focus on providing high quality, bulge-bracket expertise to an underserved segment of the market.