The Tech Exit Playbook: Navigating Liquidity Events in Tech
Navigating a liquidity event in the technology sector requires disciplined preparation, strategic insight, and experienced guidance. As buyers grow more sophisticated and diligence requirements intensify, technology executives must be transaction-ready across financial, legal, operational, and strategic dimensions to achieve optimal outcomes. This executive-focused program brings together CFOs, General Counsels, investment bankers, private equity investors, and advisors to share practical perspectives on preparing for and executing a successful transaction.
Through panels, presentations, and fireside chats, the program covers the full lifecycle of a liquidity event—from early readiness and financial preparedness to legal considerations, deal positioning, value maximization, and post-close value creation. Attendees will gain actionable insights into what buyers and sponsors look for in today’s market, how to prepare management teams for diligence and negotiations, and how to position their companies for a successful transaction and future growth.
Program Agenda
8:15: Arrival and Networking
8:45: Welcome
8:55: Preparing for a Liquidity Event
9:50: Financial Preparedness for a Transaction
10:40: AM: Break & Networking
10:55: Legal and Regulatory Considerations in M&A and Capital Markets
11:45: From Capital Raise to Exit - How to Prepare in the AI Era
12:30: PM Break to Get Lunch
12:45: Private Equity Perspectives: Value Creation Before and After the Deal
Speakers
Diane Basile, Chief Financial Officer, Salary.com
Mary Henry, Chief Executive Officer, Fairwinds Ops
Chris Sands, Chief Financial Officer, InvoiceCloud
Matt Vittiglio, Associate General Counsel, Rocket Software
Levina Wong, General Counsel, Nexthink
Stacie Arrestad, Partner and Co-Chair, Capital Markets Practice, Foley Hoag
Corey Brown, Partner and Co-Chair, M&A Practice Group , Foley Hoag
Hank Galligan, National Tech Industry Group Leader, BDO USA
Rich Egan, Transaction Advisory Services Director, BDO
Holly Richardson, Core Tax Principal, BDO USA
Matt Lacy, Managing Director, Investment Banking, Wells Fargo
Danielle Lussier, Executive Director, Technology Banking, Wells Fargo
Vasilis Varsakopoulos, Private Capital Advisory, Wells Fargo
Ticketing & Refund Policy
- Refunds are only available up to 7 days before the event, and will be returned less the 3.2% fee paid to the payment platform.
- Unsure if you are a Mass Tech Leadership Council member? Check the Member Directory.
- Global or Premier membership level, please reach out to chris@mtlc.co for your special code.