The Tech Exit Playbook: Navigating Liquidity Events in Tech

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 Chris Andrews, Managing Director, PSG Amanda Hall, General Counsel, DoiT 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 Aarestad, 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 [email protected] for your special code.