How do you know which M&A Advisor is right for your business?

During this 1-hour webinar, co-hosted by TechStrat and SecureDocs Virtual Data Room and presented by experienced M&A advisor, investor, startup mentor, and lawyer - Nat Burgess, we will share tactics to implement when preparing to interview a potential advisor, review selection best practices for choosing an M&A advisor, and more.

Watch this webinar to learn about:

  • categories of advisory firms, to help identify the ideal firms for your needs 
  • different considerations that will drive the selection process for management, board members, and investors 
  • the regulatory requirements for firms in the advisory business 
  • an appropriate agenda for bake-offs prepping board members to ask the right questions when meeting with advisors.

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Meet the Presenter

Nat Burgess

Nat Burgess, Techstrat founder, has over 20 years advising emerging technology companies on M&A, investment, and growth strategies.  Prior to founding TechStrat he was Chairman of the World Financial Symposium, held positions with Morgan Stanley and Activision, and was President of the Corum Group

 

As an M&A advisor Nat has managed transactions with Microsoft, Google, Intel, Symantec, and many other leading companies across the US, Europe, the Nordics, Asia, and Latin America. He has also raised capital from Vista Equity Partners, Intel Capital, Carlyle Group, Marlin Equity, and many other leading private equity firms. He is a sell side specialist with a 20+ year focus on technology.

 

As an Angel investor Nat has been involved in startups that have sold to Google, Yahoo, Microsoft and others.

Nat is a frequent guest on CNBC and a nationally recognized speaker at industry conferences such as the World Financial Symposiums and the RSA Security conference, among others. In addition to his professional activities, he and his wife founded the Lopez Strings Workshop for promising young musicians, and actively support their children’s schools.

 

Nat holds a Bachelor of Arts degree in Japanese literature from Yale College, and a JD from the UCLA school of law. He attended Kansai Gaidai University and ICU in Japan, and has lived and worked in Tokyo, New York and Paris. He is currently based in Seattle.

About TechStrat

At TechStrat, we transform lives and organizations. Our clients are builders – smart people who have created value for themselves, their employees, and their partners. We work with our clients to open new chapters in their lives, and to create more opportunities for the people who rely on them. We are an M&A and strategic advisory firm, but in our world, transactions are a means to an end, not an end to the story.  Our goal is for every client to look back on our achievements together and to say “I’m glad I did that.” 

 

About SecureDocs Virtual Data Room

SecureDocs is a Virtual Data Room for businesses raising funds, going through M&A, Licensing Intellectual Property, and those who recognize the importance of safeguarding their most critical business documentation. SecureDocs has an easy-to-use solution that keeps businesses organized and ready for opportunity, without breaking the bank. Created by the engineers and team who helped develop GoToMeeting, GoToMyPC, AppFolio, and RightScale, the team is dedicated to building software solutions that are highly secure, easily adopted, and affordable for any type or size of business.

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