Preparing Today for Tomorrow’s Sale
Presented By: Mintz, Levin, Cohn, Ferris, Glovsky and Popeo, P.C. / First Republic Bank
If there’s one thing that’s come out of the frenzied M&A markets over the past few years, it’s that if you’re not running your company like it’s for sale then you could be missing out on potential opportunities. A group of M&A veterans shares their perspective on how today’s environment has become a seller’s market for price and a buyer’s market for terms, why it’s so important to take preparation steps now, and what you need to know about the personal and corporate side of readying your company for whatever tomorrow brings.
Following a 40-minute panel discussion you will have the opportunity to meet the speakers and ask questions during a 20-minute video Q&A session.
Managing Director & Wealth Manager
First Republic Investment Management
Julie Rousseau is a Managing Director and Wealth Manager with First Republic Investment Management.
Prior to joining First Republic in 2018, she was a financial advisor for the Atwood Group within Merrill Lynch's Private Banking and Investment Group in Boston, MA. As a member of the Atwood Group at Merrill Lynch, Ms. Rousseau advised clients in all areas of wealth management with a focus on complex planning issues.
Prior to joining Merrill Lynch, Ms. Rousseau served as a Managing Director and Member of a Boston-based registered investment advisory (RIA) firm, in charge of the firm's Private Wealth and Family Office practices. During her tenure, she serviced both the firm's family and institutional clients and held responsibilities in the firm's operations, technology development and management efforts as the firm grew from $400 million assets under management to over $10 billion.
Member / Chair, Closely Held Business Practice; Co-chair, Private Equity Practice
Mintz, Levin, Cohn, Ferris, Glovsky and Popeo, P.C.
Kurt Steinkrauss chairs Mintz’s Closely Held Business Group and co-chairs the Private Equity Practice. He has significant experience helping individuals and families develop and implement successful estate planning strategies. Clients count on his insights on evolving gift and estate tax laws to help them manage their assets effectively. Kurt also handles a variety of corporate and employment matters. He often counsels closely held businesses, start-ups, and emerging companies on corporate governance matters as well as sales, acquisitions, and M&A transactions. Kurt is an experienced speaker and lecturer, and he regularly contributes articles to national and regional business and law publications.
Founder & CEO
Simon Taylor is the Founder and CEO at HYCU, Inc. HYCU is a Boston-based multi-cloud data protection SaaS company and is funded by Bain Capital Ventures and Acrew Capital. As CEO, Simon creates and executes on the vision and strategy of the fast-growing global company. Recently Simon and HYCU were the leads on the ransomware readiness recovery public service initiative, R-Score. R-Score is a quantitative benchmark for assessing an organization's recovery readiness in case of a ransomware attack. Prior to HYCU, Simon held senior executive positions at Comtrade Software including President and CEO as well as Chief Strategy Officer of The Comtrade Group where he evaluated technology development, partner relationships and strategic investments. Simon also held management and leadership positions at Putnam Investments, Omgeo and Forrester Research. Simon sits on the board of directors of Boston Uncornered and is an active member of YPO (Young Presidents Organization) in Boston. He holds an MBA from Instituto de Empressa (Madrid) and an BSc Operations Technology from Northeastern University.