January 25, 2018: Tax Reform - A Boon or Burden to Middle Market Deals? (no PhD required)

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Event Details

When:

January 25, 2018 5:30 PM - 7:30 PM PST

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Overview

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TAX REFORM: A Boon or Burden for Middle Market Deal Flow? (no PhD required)
  

EVENT/LOCATION DETAILS:
Thursday, January 25th  5:30pm - 7:30pm
Offices of AB Bernstein 

555 California Street, Suite 4400
Downtown San Francisco


REGISTRATION FEES:
ACG Members & Member Guests: 40

Non-Members: 70
RSVP by 12:00pm: Wednesday, January 24th, 2018
 

For further information, please contact: 
ACG San Francisco, Inc. - Tyler Smith, Chapter Executive
Email: 
acgsanfrancisco@acg.org |
Tel. 925.787.3128


Special Thanks to our Sponsors:
BPM LLP; RSM US LLP; King & Spalding; Business Capital; BNY Mellon Wealth Management; BDO; Marcum LLP; Baker Botts LLP; West Monroe Partners; DataFox; Farella Braun + Martel, LLP; Seiler LLP; AB Bernstein; San Francisco Business Times; Mergermarket; Buyouts Magazine; Umpqua Bank; Mergers & Acquisitions Journal


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ABOUT AB BERNSTEIN
AB Bernstein was founded more than four decades ago to manage money for families and individuals. Our focus has never changed, although our client base has expanded to include institutions, and the services, tools, and resources we offer have evolved with our insights into markets and clients' needs.

We're exclusively focused on investment research and management; we don't engage in investment banking and proprietary trading, so we don't face the conflicts of interest such businesses pose for other firms. And, as a legal fiduciary, we take up the highest legal bar to ensure that our clients' interests come first and foremost.

For many clients, we deliver a uniquely integrated approach to managing all or most of their liquid assets. For others, we deliver more targeted services. But in either case, our clients receive the benefit of our firm's global scope, deep research resources and planning expertise that few other firms can match.
When you entrust Bernstein to serve as your investment manager, you become part of a proud tradition of integrity, trust and financial success. Click here to learn more.

 


Speakers

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DHindley

David Hindley

Autodesk
Senior Director, Corporate Development
David has over 18 years of strategy, M&A and investment experience. Since 2003 he has helped lead corporate development efforts for Autodesk, Inc, a global provider of design, engineering and technical software for the manufacturing, AEC (architecture, engineering, construction), and media & entertainment industries. During his tenure, Autodesk has completed over 120 acquisitions for over $2.5B in consideration. He is currently leading acquisition efforts focused on Autodesk’s transition from desktop perpetual software to cloud and subscription, as well as a $100M investment fund focused on expanding developer ecosystem around the Autodesk cloud platform (Autodesk Forge).
 
Prior to Autodesk David was an investment banker with RBC Capital Markets and Concordia Capital (tech-focused M&A advisory in San Francisco). He graded from UC San Diego with a BS in Management Science and received his MBA from Haas School of Business at UC Berkeley.
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JWiskus

Jennifer Wiskus

RSM US LLP
Partner, Tax Services

Jennifer is the West Region tax leader for RSM’s national mergers and acquistions tax practice and one of the leaders of RSM’s national transaction cost advisory group. She has more than 20 years of experience advising large multinational corporations, privately held businesses, and private equity firms on federal tax issues related to consolidated returns, C corporations, S corporations, accounting for income taxes, and mergers, acquisitions and dispositions. Over her career, she has worked with companies in the manufacturing, retail and distribution, life sciences, technology, and professional services industries. 


Jennifer’s client service focus at RSM is on advising clients on the federal tax consequences of mergers, acquisitions and dispositions, including tax structuring and tax modeling, tax due diligence—on both the buy side and sell side, change-in-control attribute analysis, bankruptcy tax analysis and structuring, debt restructuring, and stock basis and earnings and profits studies. 

 

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