Drafting and Negotiating Corporate Agreements 2020
Speaker(s): Alessandra Simons, David S. Steuer, Glenn G. Nash, Jade K. Wagner, Jared G. Jensen, Jennifer J. Carlson, Michael S. Dorf Recorded on: Feb. 10, 2020
PLI Program #: 278620
View Program on PLI.edu
Aly Simons is a partner in Goodwin’s Business Law Department and a member of its M&A/Corporate Governance and Technology Companies groups. Aly coaches boards and executives through successful M&A exits and helps companies grow their businesses and realize value through acquisition. She works with and advises companies in all stages of growth. While focusing on the tech sector, she has experience in a wide range of industries, including proptech, media, healthcare and consumer packaged goods.
Recent experience and transactions:
Segment acquisition by Twilio ($3.2B)
Harness acquisition of Drone.io
Portworx acquisition by Pure Storage ($370M)
Exabeam acquisition of Skyformation*
BlueJeans Networks acquisition by Verizon
Okta acquisitions of Azuqua ($52.5M) & ScaleFT
Fluidmesh acquisition by Cisco*
Eventbrite acquisitions of Picatic* & Ticketea*
Sanzaru Games acquisition by Facebook
GoFundMe acquisitions of Crowdrise & YouCaring
Qualtrics acquisition by SAP* ($8B)
SingTel / Amobee acquisitions of certain assets of Videology* ($117M) & Turn* ($310M)
Aly has worked on many high profile deals in the technology M&A sector. She has recently been recognized in Law360’s 2020 Rising Stars list, the Daily Journal’s 2019 40 Under 40 list and in the Thought Leadership category of Corporate Counsel’s 2019 Women, Influence & Power in Law awards. Aly has been selected for inclusion in Chambers USA: America’s Leading Lawyers for Business. She was also selected as a winner of The M&A Advisor’s 9th Annual Emerging Leaders Award.
Recent Publications & Presentations
“Exploring the M&A Landscape,” CREtech Reimagining Real Estate Sustainability Summit 2020 (September 2020)
“M&A and Open Source During Uncertain Times,” FOSSA Webinar (September 2020)
“M&A in Tech Across Borders: Legal Trends, Risks, and Common Pitfalls,” Portolano Cavallo and Goodwin Co-hosted Webinar (July 2020)
“A Global Comparative Analysis of Technology Company M&A Transactions,” ITechLaw 2019 European Conference (October 2019)
“M&A Panel,” Uncork Capital Portfolio Summit (October 2019, October 2018, November 2017)
“How to Win Founders and Influence Boards,” Atlas Global Software M&A Conference (2019, 2017)
“Corporate Development Panel: Insights into M&A 2019,” Atlas Global Software M&A Conference (2019)
“What They Never Tell Sellers about Due Diligence,” Black Duck by Synopsys FLIGHT East 2018 (September 2018) and FLIGHT West 2018 (June 2018)
“Avoiding and Managing M&A Disputes,” Daily Journal’s 2017 Western M+A/Private Equity Forum (September 2017)
“How Boards Can Help with Exit Transactions” (Corporate Secretary, 2018) (co-authored with Nathan Hagler)
Jade K. Wagner is Senior Employment Counsel at Google LLC in its San Francisco office. In her role, she provides counsel and advice on a myriad of employment law issues, including planning and post integration of M&A activity, compensation, accommodations, performance management, investigations, terminations, litigation, and employment contracts and policies. Prior to joining Google, she was an associate at Cleary Gottlieb Steen Hamilton in New York, NY within the Executive Compensation and ERISA group. Jade earned her JD from Columbia University School of Law where she earned externships with the U.S. Attorney’s Office - S.D.N.Y. in the Major Crimes Unit and the U.S. District Court - S.D.N.Y. with the Honorable Judge Victor Marrero. Prior to her legal career, Jade was a research associate at Citigroup within its Equity Research division. Jade earned her AB from Princeton University (Go Tigers!), where she played rugby and she was a member of the Cap and Gown Club.
Jared Jensen advises private equity and venture capital clients, along with the companies they sponsor, on a wide range of transactions, including public and private mergers and acquisitions, tender and exchange offers, carve-out transactions, recapitalizations, management buyouts, going-private transactions and minority growth investments. Jared works with clients in a variety of industries including software, information technology, financial services, consumer products, healthcare, life sciences, education and business services.
Jared has significant experience in public company acquisitions, and regularly advises acquirers and boards of directors and management teams on corporate governance, mergers and acquisitions, disclosure and securities law matters. He was named a Rising Star in Northern California by Super Lawyers magazine in 2015.
Jared earned his J.D. cum laude from Harvard Law School and his B.A. cum laude from Brigham Young University.
Michael Dorf is a partner in the firm’s Mergers & Acquisitions Group and is based in the San Francisco office. Michael has extensive experience in U.S. domestic and cross-border M&A transactions, carve-outs, venture capital financings, strategic investments, joint ventures and corporate partnering transactions. He has represented public and private companies, private equity funds and venture capital investors in the technology, media, telecommunications, biotechnology, health care, renewable energy, consumer products and other industries. In addition, Michael represents portfolio companies of private equity clients, handling day-to-day legal activities, add-on acquisitions, and other general corporate work. Michael joined the firm as a partner in 2008. From 2000 to 2008 he was a partner at other firms.
Jen Carlson is a Corporate & Securities partner in Mayer Brown’s Northern California offices. She represents companies, investors, and underwriters in a wide variety of capital markets and finance transactions, including initial public, follow-on, and secondary equity offerings; investment grade, high yield, and convertible debt offerings; venture capital investments; and liability management transactions. Jen also represents buyers and sellers in tender offers, private equity investments, mergers and acquisitions, and other strategic transactions. In addition to her transactional practice, Jen counsels companies in securities law compliance, stock exchange listing requirements, fiduciary duties, and corporate governance matters.
Jen represents publicly-traded and private companies, as well as the institutions and individuals that finance them, across a wide range of industries, including Financial Services; Technology; Life Sciences; Insurance; Real Estate; Energy; Retail; and Hospitality and Leisure.
Before entering the legal profession, Jen had a career in the fields of biochemistry and genetics at Indiana University-Bloomington and Oregon Health Sciences University in Portland, Oregon, with published research in protein-protein and protein-nucleic acid interactions.
Jen is named as a “Rising Star” in equity and debt capital markets by IFLR1000. Legal500 has also recommended Jen in each of its capital markets categories: equity offerings, debt offerings, global offerings, and high yield debt offerings.
David Steuer is a civil litigator and trial lawyer at Wilson Sonsini Goodrich & Rosati, with primary emphasis in intellectual property matters, securities litigation, corporate governance matters, general commercial disputes, and employee/trade secrets issues.
As an intellectual property litigator, David has tried patent infringement cases in the areas of networking, ANDA generic drugs, video processing and semiconductors, and many others. He has also tried significant trade secret matters for U.S. and Chinese clients. As a securities litigator, David has represented a host of well-known technology and life sciences companies, as well as many individual defendants. He also has represented numerous clients in corporate control litigation, including proxy fights and merger and acquisition disputes. David has litigated significant commercial matters, including matters related to intellectual property licenses, product failures, and trademark disputes. He has been recognized in Best Lawyers in America as a leading litigator in the fields of intellectual property, securities litigation, and commercial litigation.
He has an active trial practice and has tried cases in California, Delaware, Virginia and the District of Columbia. David has represented clients before government agencies including the SEC and the United States International Trade Commission. He has also arbitrated many large international disputes in AAA, ICC and ICDR proceedings, in which he has recovered in excess of five hundred million dollars for his clients.
J.D., Harvard Law School, 1982 Cum Laude; Editor, Volumes 94 and 95 of the Harvard Law Review
B.A., History, Stanford University, 1979 With Distinction and Honors, Phi Beta Kappa
Glenn Nash is a corporate partner in Sidley’s Palo Alto office and global co-leader of Sidley’s Technology & IP Transactions practice. He has deep experience in the Internet and the Internet of Things, AI, financial services and insurance, media, software, hardware and information technology industries.
Glenn’s practice focuses on intellectual property matters and providing strategic counseling to companies establishing and expanding their business and operations domestically and internationally. As well, Glenn handles complex business transactions including technology, content and intellectual property transactions, joint ventures and other strategic collaborations and commercial transactions domestically and internationally for both established and emerging growth companies.
Glenn is ranked by Chambers Global and Chambers USA as a leading IT lawyer, and described as “very dynamic” and “an absolutely first-rate lawyer.” Chambers awarded him their highest ranking in the category of leading IT and IT Outsourcing attorneys, noting that clients comment that “he really knows how to get a big transaction done efficiently and painlessly.” Glenn has been recommended in The Legal 500 US 2014–2017 for “outstanding business acumen and a pragmatic approach in solving issues.” He is ranked in the top tier of the Media, Technology and Telecoms: Technology Transactions category as a “Leading Lawyer.” Glenn is also listed in the Best Lawyers in America survey in the Information Technology law and Technology law categories. He is recognized as the San Francisco Technology Law “Lawyer of the Year” in the 2015 edition of The Best Lawyers in America.
Glenn advises clients on intellectual property ownership, use, acquisition, sale, license and protection, and structures and negotiates U.S. and cross-border transactions such as strategic alliances, joint ventures, mergers and acquisitions, intellectual property acquisitions and spin-outs, as well as the full array of commercial relationships, including development, hosting, services, outsourcing, manufacturing, supply, distribution, marketing, advertising and promotional relationships. As part of his practice, he also advises companies on privacy and compliance issues, as well as counseling companies expanding overseas on international structurings, intra-company arrangements, customer facing arrangements, jurisdictional issues and local law compliance. Glenn is a member of the State Bar of California, American Bar Association and the Licensing Executives Society.