The State of SaaS M&A in 2024: Strategic Planning for an Optimal Exit
Join us as Phillip presents an in-depth analysis of the Software/SaaS M&A landscape and provides strategic guidance for positioning your business for an optimal exit.
A few discrete topics that Phillip will cover include:
- Results from PeakSpan's 2nd Annual SaaS M&A Survey of Leading Investment Bankers
- Strategic Development and Exit Planning: Essential considerations for businesses at all stages
- Developing an effective Strategic Development plan and building relationships within the Debt/Equity and Strategic Landscape
I’m sure everyone will agree this will be a stellar (and hyper-relevant) session! Attendees will gain valuable insights into market dynamics for 2024 and projected trends for 2025, and practical implementation strategies for strategic development.
Phillip has partnered with software entrepreneurs and management teams as an operator, investor, and advisor throughout his career. He leads PeakSpan’s Strategic Development Program to assist portfolio companies in exit preparedness and Investor Relations efforts, where he manages stakeholder communications. Before his current role, he served at Cloudbeds (a PeakSpan portfolio company) as Head of Corporate Development, where he led the Company’s $150M Series-D financing and three acquisitions. Previously, he worked as an investment team member (PeakSpan Fund I and Fund II) after advising late-stage software companies at Goldman TMT San Francisco and serving as an Air Force Officer.
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