Events & Webinars
February 02, 2023 | Virtual Event
The North American M&A market has entered a much more uncertain period and dealmakers must adopt new techniques and strategies in negotiations in order to complete a transaction.
The M&A market unfolded at a breakneck speed since the start of 2021 but a number of factors are now weighing on activity – geopolitical turmoil, mounting inflation, a weak stock market and rising regulatory enforcement. Announced M&A volumes in the US slumped by more than 40% last year. Buyers are more cautious and are deploying new techniques to allocate risk, while acquirers are biding their time and undertaking greater due diligence on acquisition targets.
How is economic and regulatory uncertainty impacting dealmaking? What are the best practices for dealmakers to adopt at this time? Are many deals being abandoned or paused? How much longer is it taking to complete on a deal? What will the hottest sectors be in 2023?
Join Datasite, in partnership with The Financial Times, for a discussion with senior industry experts. The panel will provide a key forward-looking market outlook for the North American M&A market and explore the risks and opportunities that this new dealmaking environment presents.
Click below to view the recording.
VP, Corporate Development Integration, Cisco
As Vice President of Corporate Development Integration, Karen is responsible for the evaluation and execution of potential acquisitions and divestiture opportunities for Cisco. She leads an industry-recognized, cross-company team focused on delivering value from acquisitions and divestitures to enable new business models, expand technical capabilities, and acquire new talent in support of Cisco’s growth.
Karen’s development of a standardized integration methodology -- centered around business value, the customer, partner, and employee experience -- has fortified the success of dozens of acquisitions. She led the integration of the $4.5 billion acquisition of Acacia and the $2.3 billion acquisition of Duo, two of Cisco’s largest platform acquisitions. She also architected the divestiture of Cisco’s Service Provider Video Software and Solutions business, one of the most complex in the company’s history.
Prior to her current role, Karen served as Vice President, Product Operations for Cisco Supply Chain, during which she was responsible for leading the product introduction and lifecycle management for Service Provider customers. Under her leadership, the team delivered complex operations solutions that improved product time to market, margin, quality, and delivery.
A staunch advocate for gender diversity, Karen has spearheaded multiple programs across Cisco and beyond to inspire and position women for leadership. She founded iWise -- Inspiring Women through Information Sharing and Experiences – and is the sponsor for the Finance Women’s Network and served as executive sponsor for the Corporate Strategy Office gender diversity initiative. This included overseeing CSO Women’s Day, an event Karen sponsored for three consecutive years, annually attracting over 600 attendees from Cisco, its customers, and partners. In 2018, Karen was awarded the YWCA Tribute to Women Award for her outstanding achievements, leadership, and impact in the organization, field, and community. Karen was also recognized by Purdue University in 2018 for her exemplary accomplishments, leadership, and service to community as an Outstanding Industrial Engineer. Karen is a Board Member of the YWCA Golden Gate Silicon Valley.
Karen earned a master’s degree in Industrial Engineering from Purdue University and a bachelor’s degree in Industrial Engineering and Operations Research from University of Massachusetts, Amherst.
LinkedIn: Karen Ashley
Head of North America M&A, JP Morgan
Marco is the Head of JPMorgan’s North America mergers and acquisitions group.
Marco has focused on media, digital media and communications M&A during his 22 years at J.P. Morgan. Prior to JPMorgan, Marco was a lawyer at Paul, Hastings.
Marco attended Vanderbilt University and George Washington University Law School.
LinkedIn: Marco Caggiano
Sr MD, Financial Services, Ontario Teachers' Pension Plan
Jeff Markusson joined Ontario Teachers' in 2006 and has participated in a number of investments across the industrial, business services, and financial services sectors. He currently leads Ontario Teachers' financial services group within the Private Capital department and serves on the boards of Allworth Financial, APCO, Broadstreet Partners, Fairstone Financial, Lendmark Financial Services and Seacube.
Jeff was previously an investment banker at CIBC World Markets, working in both the mergers and acquisitions group and the company's Vancouver office.
Jeff received a BA (Economics) from Simon Fraser University and an MBA from the University of Toronto, where he graduated as the Gold Medalist. He also holds an ICD.D designation from the Institute of Corporate Directors.
LinkedIn: Jeff Markusson
Chief Revenue Officer, Datasite
Todd Albright is Chief Revenue Officer for Datasite, a role he has held since April 2015.
In his role as CRO, Todd is responsible for leading the global sales strategy for the company, managing a global sales organization of nearly 200 sales professionals and supporting clients in over 170 countries.
Prior to joining Datasite, Todd held several sales leadership roles at a number of high growth firms. Most recently, he served as Senior Vice President & Head of Americas Sales at FIS Global. Prior to that, he was Senior Vice President and Head of Sales and Marketing for ACTIV Financial Systems as well as Vice President and Head of Global Financial Services Accounts for Intralinks (now part of SS&C).
Todd is active in professional and community organizations. He currently serves as a fintech venture advisor to Broadhaven Capital Partners and is a Member of the Board of Trustees for Park Children’s Day School in New York. He holds a BA in Public Policy from Duke University and an AAS in International Economics from Friedrich-Alexander Universiate Erlangen-Nurnberg. He has also completed executive education programs at Harvard Business School.
LinkedIn: Todd Albright
Wall Street Editor, FT (moderator)
Sujeet Indap is the Wall Street Editor at the Financial Times and he has written extensively on the intersection of corporate finance and corporate law. In 2021, he published his first book, The Caesars Palace Coup, detailing the epic private equity/hedge fund war over the Caesars gaming empire. Prior to joining the FT in 2013, he was an investment banker. Sujeet is a graduate of Pomona College and the Wharton School at the University of Pennsylvania. Sujeet is based in New York City.
LinkedIn: Sujeet Indap
April 26, 2023 | Virtual Event
January 24, 2023 | Virtual Event
December 08, 2022 | Virtual Event