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Finance Forum - Preparing for Your Next Transaction

Oregon Zoo, Skyline Banquet Room
4001 SW Canyon Rd.
Portland , OR 97221-9704, US (map)



Your company is growing, your customers are happy – what’s the next step? Is it an IPO? Is it a merger or acquisition? Or just getting an initial round of funding? Whatever the end result, thinking through and developing an appropriate plan and taking the proper steps is key to a successful entry into any transaction.

Join our esteemed panel of business experts as they discuss ways in which you can maximize the value of your business by giving quality advice and informative instructions that will help ease a future transaction no matter what it might be.

Some of the Panel Questions that will be Discussed Include:

•What type of transaction is right for my company?

•What are the advantages and disadvantages of different types of transactions?

•What options do I have in raising capital?

•What do buyers look for in buying a company?

•What are some common obstacles that companies encounter as they prepare for a transaction?

This will be a very interactive session between the panel, moderator and attendees so bring the specific questions that will assist you.


  • Brad Gevurtz, Managing Director, Head of Investment Banking, D.A. Davidson & Co. - Brad has significant experience in M&A, private placements, and public offerings, and has worked with clients such as Alltel, AT&T, Cadbury Schweppes, Computer Associates, Comsat, GE, IBM, Toyota, Verizon, and Xerox

  • David Nelsen, President at Giftango LLC - InComm - Having just sold his company less than a year ago, David brings first-hand experience from an entrepreneur’s perspective

  • Roy Tucker, Partner, Perkins Coie LLP - Roy has represented issuers and underwriters in numerous public offerings and regularly advises corporate clients and private equity firms on mergers, asset sales and leveraged buyouts

  • Todd Wall, CPA, Partner, Moss Adams LLP - With more than 16 years of experience in public accounting, Todd also consults on matters related to private debt and equity offerings, restructurings, leveraged recapitalization, option accounting, and venture capital transactions


  • Steve Giannini, President, Opal Labs, Inc. - On track to close $1 million this year and currently raising a round, Opal Labs radically amplifies the innovation potential of your organization, unlocking insight sharing across geographies, business units and specialties

Details: When: Thursday, October 10, 2013 Time: 7:30 - 9:00 AM Where: Oregon Zoo, Skyline Banquet Room, Portland, OR Cost: TAO Members $25 Non Members $45 To Register: TAO, 503-228-5452

Event Sponsors: D.A. Davidson

Series Sponsor: Stoel Rives LLP