EPI Los Angeles Chapter New Year’s Mixer
December 5, 2017
February EPI LA Chapter Monthly Meeting
December 6, 2017
October 11, 2018 @ 7:30 am – 9:30 am
Jewish Community Foundation
6505 Wilshire Blvd
Los Angeles, CA 90048

Finding the Pot at the End of the Rainbow: Your Liquidity Event
Location: Jewish Community Foundation 6505 Wilshire Blvd., Los Angeles, CA
Date/Time: October 11, 2018 / 7:30 – 9:30 am
Hear from a Transactional Attorney and Investment Banker as they provide an overview of the state of the M&A Markets  oriented primarily to sales of privately held lower and middle market companies, including factors affecting these markets such as the economy, financing markets and tax changes. M&A transaction data for 2016 and 2017 will be presented.

The presenters will discuss trends in deal terms and common negotiating and closing issues in the context of a typical transaction structure from signing the letter intent through the closing.

Learning Objectives
In this panel discussion, you will learn:

  • Understanding the current state of the market for sales of middle market private companies
  • Learning of current trends and typical issues that affect deal terms and structures that might facilitate better seller preparation

Presenters: John O. Johnson, Managing Director and Founder of The Spartan Group, and Alan B. Spatz, shareholder of TroyGould PC.

Panelist Bios

John O. Johnson, The Spartan Group

John Johnson co-founded TSG and has over 25 years of Investment Banking experience covering public and private Technology, Industrial Growth and Business Services companies and completed over 300 transactions. Industry coverage has lead to Board memberships at SEMA and active engagement at ITSA. Prior to TSG, John was a Managing Director and co-founder of the West Coast Corporate Finance Group of Banc of America Securities.

John also co-founded General Finance Corporation, a public rental services company, as Chief Operating Officer in 2005 and led 14 acquisitions totaling nearly $400 million.

Alan B. Spatz; Troygould PC

Alan is a corporate lawyer with TroyGould PC in Century City. He advises public and private companies in mergers and acquisitions as well as private and public financings, strategic partnerships, licensing, employment contracts, marketing and distribution agreements and general corporate matters. He has represented numerous family owned and closely held businesses in their sale to financial buyers, such as private equity firms, and strategic corporate buyers.

Alan was a director of the Los Angeles Venture Association and is the immediate past President of that organization.

Since 1970, TroyGould has been a nationally and internationally recognized law firm for business. TroyGould’s corporate department has eleven shareholders averaging more than 25 years legal experience, and as a result the firm is one of the leading independent corporate law firms in Southern California. The attorneys in the corporate department have represented companies in several hundred M&A transactions, more than 100 SEC-registered public offerings and thousands of private placements. The firm’s contacts with investment bankers, financial institutions and other sources of capital are extensive, which are valuable to its clients looking to sell their business, acquire a business or raise capital.

In addition of corporate legal services, the firm has experienced a