On-Demand Video
CC

Mergers & Acquisitions 2022


  • City:
  • Start Date:2022-04-07 20:00:00
  • End Date:2025-04-07 20:00:00
  • Length:
  • Level:Various
  • Topics:Business

$249.00 ["ProPass"]

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Overview

With the significant changes in tax, fiscal and regulatory polices, M&A deal-making has encountered new opportunities and challenges.

This intermediate program will discuss current trends, hot topics and practical applications.

Our experience faculty will discuss:

  • Updates and Overviews
  • Tax Matters
  • Insuring the Deal
  • and Much Much More!

All attendees will receive the course book as a digital download. A printed copy of the course book is available, at a discount to attendees, for $40. If you wish to purchase the printed version of the course book, please call PBI Customer Service at 800-932-4637.

Recorded in April 2022.

Faculty

Kathleen Shay Esq.

Ms. Shay, a partner at the law firm of Duane Morris, is a corporate and securities lawyer who concentrates her practice in business law and finance, venture capital financings, mergers and acquisitions, securities regulation and strategic alliances. Ms. Shay serves as outside counsel to a number of emerging growth companies in the healthcare and technology fields and also represents venture capital and angel investors. Ms. Shay serves on the Boards of Directors of Life Sciences Pennsylvania (formerly Pennsylvania Biotechnology Association), the University City Science Center and the Penn State Research Foundation. Ms. Shay previously served on the Boards of Directors for the Philadelphia Alliance for Capital and Technologies (PACT), the Philadelphia Chapter of the Association for Corporate Growth (ACG) and the Alliance of Women Entrepreneurs (AWE). Ms. Shay also serves on the Board of Consultors of Villanova University School of Law and is a Trustee Emeritus of the Academy of Notre Dame de Namur. She is a former member of the Business Law Council of the Pennsylvania Bar Association and is the former chair of the Executive Committee of Business Law Section of the Philadelphia Bar Association. Ms. Shay is a frequent lecturer on entrepreneurial topics for start-up and emerging growth companies. Ms. Shay received her B.A. from Villanova University and her J.D. from Villanova University School of Law, where she served as Editor-in-Chief of The Villanova Law Review. Ms. Shay is admitted to practice before the Supreme Court of Pennsylvania, the U.S. Court of Appeals for the Third Circuit and the U.S. District Court for the Eastern District of Pennsylvania. She is listed in Best Lawyers in America (2006-present), has been named a Pennsylvania Super Lawyer every year since 2011 and has received Martindale-Hubbell’s AV Preeminent peer review rating.

Steven Scolari Esq.

Mr. Scolari is a partner at the Philadelphia headquartered firm of Stradley, Ronon, Stevens & Young, LLP and is resident in its Malvern office, where he co-chairs his firm’s Closely Held & Family-Owned Businesses practice group. He provides practical and strategic legal advice to executives and owners of both private and public businesses in connection with a variety of transactional matters, including numerous merger and acquisition engagements. Mr. Scolari’s business succession planning engagements encompass corporate, tax, estate planning and family issues, including complex intergenerational shareholder and voting trust agreements and numerous liquidity transactions. He earned his B.A. from Drew University and his J.D. from the Duke University School of Law.

Pamela Zimlin Esq.

Ms. Zimlin is General Counsel and Chief Operating Officer at Avonwood Partners LLC. Prior to joining Avonwood, she was a partner in the Corporate & Business Practice of Royer Cooper Cohen Braunfeld LLC. She has over 20 years of experience advising clients on a range of diverse matters such as drafting and negotiating documents with respect to mergers and acquisitions, fund formations, private placements of securities, private equity and venture capital financings, business restructurings, employment and consulting agreements, limited liability companies and partnerships, and equity incentive plans. Currently, she leads the firm’s Corporate & Business and Cannabis Industry practices. Ms. Zimlin has a B.S. from University of Maryland, College Park, and a J.D., magna cum laude, from University of Baltimore School of Law.

Barbara Sicalides Esq.

Ms. Sicalides is a
Partner in the Philadelphia office of Troutman Pepper where her practice
covers the full range of antitrust and competition matters. She routinely
handles antitrust litigation, conduct and merger investigations, and
counseling as well as distribution disputes and arrangements, for domestic
and international companies. Her antitrust litigation experience has
included a wide range of antitrust claims, including class action and
individual plaintiff actions and those challenging agreements among
competitors such as price fixing, customer allocation, output restraints, and
other similar horizontal agreements, as well as monopolization and claims
challenging exclusionary conduct or agreements.  She has also
defended clients facing price discrimination, overlapping director, and
numerous state statutory and common law unfair competition
claims.

Rebecca Guzman Esq.

Ms. Guzman is a Special Counsel at Duane Morris where she focuses her practice on the representation of start-up and emerging growth companies with a focus on life science companies in the biotechnology, pharmaceutical, medical device, diagnostics and healthcare IT industries. Her practice spans the entire corporate lifecycle, from formation through liquidity. In addition to her company client counsel, Ms. Guzman represents a number of prominent venture capital funds and institutional investors in their financing activities. Ms. Guzman is broadly experienced in M&A and currently serves as a vice chair of the M&A Division of at Duane Morris. She also has extensive experience and regularly advises in all areas of Delaware corporate and alternative entity law. Ms. Guzman is a graduate of the University of California, Berkeley, School of Law, where she won the Prosser Prize in Negotiations, and a graduate, with highest honors, of Lehigh University, where she was elected to Phi Beta Kappa. Before law school, Ms. Guzman was a Fulbright Scholar in Jakarta, Indonesia. She currently lives in Radnor, PA with her husband Adam and their two sons, Jack and Miles.

Timothy Hoy Esq.

Mr. Hoy is an attorney and shareholder with Mette Evans & Woodside in Harrisburg and has taught Payment Systems as an adjunct professor at Widener University School of Law and at The Pennsylvania State University Dickinson School of Law. He practices in the areas of business organization and banking. As a member of the Title 15 drafting committee, he is actively involved in the Business Law Section of the PA Bar Association. Prior to his current position, Mr. Hoy spent five years as in-house counsel with Keystone Financial, Inc. where he was responsible for litigation and banking and regulatory work. He is also a former clerk for United States District Court Judge Sylvia H. Rambo.

W. Snyder Esq.

Mr. Snyder is a partner in the Pittsburgh office of K&L Gates where he practices tax and corporate law. He has represented public and privately held corporations, limited liability companies, and partnerships on a variety of issues.  Mr. Snyder is a member of the Business Law Section of the Pennsylvania Bar Association, served as a member of the Business Law Section Council and is a past Chair of the Business Law Section.   He is also a member of the Title 15 Committee of the Business Law Section and serves on the Corporation Bureau Advisory Committee in and for the Commonwealth of Pennsylvania.  Mr. Snyder is a frequent lecturer on matters relating to corporate law and taxation including mergers, acquisitions and business transactions and has served on the Adjunct Faculty of the University of Pittsburgh School of Law. He is listed in Best Lawyers of America under Corporations, Mergers and Acquisitions and Taxation.  He earned an L.L.M. from New York University School of Law, his J.D. from Willamette University College of Law, and a B.A. from the University of Washington. He is admitted to practice in Pennsylvania and in Washington (inactive). He is a member of the Pennsylvania and Washington State Bar Associations.


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