Inside Story of Doing a Deal
Moderator:
Ben Howe, Co-Founder, CEO, AGC Partners In 29 years as an investment banker, Ben has completed more than 300 transactions. Prior to AGC, he served as Managing Director, Head of M&A and Ex-ecutive Committee Member at SG Cowen Securities, and prior to that served as Head of Technology Investment Banking for the East Coast and Europe at Montgomery Securities . He serves as co-chairman of Excel Academy, which has four charter schools in East Boston, and served on the board of Portsmouth Abbey and the advisory board of Trinity College. He holds a B.A. in Economics from Trinity College and an M.S. in Accounting from The Stern School of Business at NYU Robert Brookby has worked as a Senior Vice President and Portfolio Manager for the US Equities Group of Putnam Investments since September 2008. Rob currently oversees both the Putnam Growth Opportunities Fund and the Putnam Multi-Cap Growth Fund. Prior to joining Putnam, Rob was a Portfolio Manager at American Century Investments for over 8 years. Before American Century, he worked as an Equity Analyst at Raymond James Financial. Rob received his B.A. in Economics from Northwestern University and his M.B.A. from Harvard Business School. Jim Geary has been the Executive Chairman of the M-Files Board of Directors since March 2013. He is also President of M-Files Incorporated, where he manages M-Files’ North American opera- tions. Jim has more than 25 years of IT vendor management experience, including over a decade as CEO of multiple venture-funded start-ups. He was CEO of Pedestal, a leading supplier of en- terprise cybersecurity compliance software, which was acquired by Altris. Jim also served as a board member of Network Intelligence, acquired by EMC/RSA Security, and was president of Haystack Labs, which was acquired by Trusted Information Systems. Jim received his Master of Education from University of Maryland and his M.B.A. from Boston College. Carl Lavin is a Director at Exponent Private Equity, where he focuses on UK-based businesses with enterprise values between £75m and £350m. Since joining in October 2014, Carl has taken a lead role in numerous interactions, including Big Bus Tours, Wocher, Photobox Group, Racing Post, and Leisure Pass Group. Prior to joining Exponent, Carl worked in the technology invest- ment teams at Apax Partners and Deutsche Bank. Carl received his B.A. in Economics and Man- agement from University of Oxford, and his M.B.A. from Harvard Business School. Mike Wenglein is a Co-Founder and Managing Director of Propertybase, which offers a leading customer relationship management and marketing solution for real estate companies around the world. Mike has many years of executive management experience in SaaS, high-tech, telecom- munications, venture financing, marketing, and sales roles. Prior to co-founding Propertybase in 2010, his past roles have included working as a Consultant for Telefonica, a Senior Manager at Conject, and as the Chief Information Officer for Tiscali. Mike received a degree in Automotive Engineering from Technical University, Munich, and his E.M.B.A. from INSEAD. Jim Geary, Executive Chairman of the Board, M-Files Carl Lavin, Director, Exponent Private Equity Mike Wenglein, Co-Founder, Managing Director, Propertybase Panelists: Robert Brookby, Senior Vice President, Portfolio Manager, Putnam Investments
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