March 2, 2010


Fasken Martineau - 42 Calvin/Riddell
66 Wellington St W, Suite 4200
Toronto Dominion Bank Tower
Toronto, ON, Canada

Event participants:

Lisa Marcuzzi, M. Craig G. Brown

Fasken Martineau's Private Equity Group hosts a seminar with a presentation by Lisa Marcuzzi and Craig Brown.
Before the private equity investment, the company needs to prepare to prove itself. Points to consider include:

• Capital structure - avoid excessively complex capital structures
• Stakeholder assessment - investors want to see interests of key management members aligned with shareholders - skin in the game
• Shareholders - the importance of a unanimous shareholders' agreement
  Housekeeping - minute book, corporate records, IP protection, financial records, financial statements (audit) and insurance coverage
• Audit your contracts and then create, amend or terminate them as needed
  Governance - board of directors, board committees, management contracts, management succession and ownership succession
• Research your market share/market value - competitive advantage, customer base
  Prepare your business plan and value proposition
• Look for compatibility in a financial partner - "fit" is everything

Agenda:

• 8:00 am - 8:30 am   Registration and Breakfast 
• 8:30 am - 10:00 am Presentation and Q&A

RSVP:

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