Executing the Winning Deal
Tuesdays, June 4, June 25 and July 16, 2002
Doubletree Hotel, Waltham, MA

Series Agenda & Speakers

Sponsored by
Softrax Corporation and Merrill Corporation
with special thanks to Converge Capital

June 4 Session 1:
CURRENT MARKET CONDITIONS IN HIGH TECH MERGERS AND ACQUISITIONS

Current Market Conditions: Financial, Legal and Liquidity
§ James R. Stone, Partner & CEO, Converge Capital, Inc.
§ Kerry Tomasevich, Partner, Palmer and Dodge
§ Patrick Curran, Partner, Great Hill Partners

M&A versus IPO
§ John Hession, Partner, Testa, Hurwitz & Thibeault
§ John Piret, Partner, Newbury Piret
§ Tim Platt, Principal, AreteCapital, Inc.

June 25 Session II:
VALUATIONS PERSPECTIVES

Valuation Methodologies
§ Israel Shaked, Managing Director, Michel-Shaked Group

Real World Differences in Valuations/Applying Theory to Everyday Deals
§ James Simms, Partner, Adams, Harkness & Hill
§ Bruce Macrae, Managing Parthenon Capital

July 16  Session III:
THE M&A PROCESS

Buyside and Sellside M&A
§ Paul Lacy, Executive Vice President, Chief Financial and Administrative Officer, Kronos
§ Peter Vicars, Former CEO, Cayman Systems
§ William R. Kolb, Partner, Foley Hoag, LLP

Timing is Everything - Is it the Right Time to Sell?
§ James R. Stone, Partner & CEO, Converge Capital, Inc.
§ Thomas C. Chase, Member, Hill & Barlow
§ Tom Roberts, Managing Partner, Summit Partners

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