FOX Webcast: Family Office Co-Investing: Negotiating Deals - September 22, 2021

Overview

Wednesday, Sep 22, 2021 - 10:00am to 11:00am CDT

 

Please join us on Wednesday, September 22, from 10:00 am to 11:00 am CT, for a live interactive webcast with FOX members and subject matter experts. 

In order for two family offices to successfully work out a co-investing deal on a commercial and fair basis, both sides have to understand what the other party cares about. Negotiators need to understand what is ‘market’ so that they can come to a ‘down the middle’ deal without unnecessary haggling. 

During this webcast, experts will talk through the market for deal terms, what really matters to each side and why, and how the terms get negotiated in real life situations. War stories and case studies will be shared. 

Attendees will be able to:

•    Describe the 5 key deal points the principals should care about
•    Explain how terms get negotiated in real life
•    Understand what the standard process is for getting a co-investment deal done
•    Explain how much the minority investor can or should piggy-back off the lead investor’s work

Please click on the Register button below to sign up for this webcast.

You may contact the Events Team with any questions at events@familyoffice.com

 

Field of Study: Finance - Up to 1 CPE credit can be earned by attending this event. CPE credits are accepted at the option of state certifying boards. Requirements, compliance procedures and acceptance may vary by state.

Program Level: Overview | No prerequisites are required for this session. | Delivery Method: Group Internet Based

Family Office Exchange is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

REFUND POLICY: For this event, there is no fee. To cancel, you may contact the Events Team at events@familyoffice.com. For more information regarding administrative policies please contact FOX office at: 312.327.1200.

Recommended for: 
All FOX Members

  • Agenda
  • Speaker(s)

10:00 am CT

Webcast Begins
   
 

Presentation: Family Office Co-Investing: Negotiating Deals
   
11:00 am CT

Webcast Adjourns

 

  

Presenters

Stuart Daroca
Partner, Corporate Practice, Sterlington

Stuart is a corporate partner at Sterlington with extensive experience in public, private and startup company transactions. He served as Associate GC at AIG, where he played a significant role in the divestiture of more than $25 billion of non-core assets in AIG’s successful restructuring and recapitalization after the financial crisis. He trained for 7 years as an associate at Skadden, and practiced in house at Citigroup. He earned his JD at Georgetown Law and a BA from the University of California, Berkeley.
 

Christopher S. Harrison
Founding Partner, Sterlington

Christopher Harrison is the founder of Sterlington, one of the world's leading virtual law firms. He brings a commercial approach to the Firm, having previously served as Chief Investment Officer of a multi-billion dollar family office, and having managed hundreds of billions of dollars in successful investment transactions during his eight years at Cravath, Swaine & Moore as well as his role as Co-Head of the market-leading Investment Management M&A practice of Schulte Roth & Zabel. For 11 years, he has been teaching popular courses on M&A at NYU School of Law. He is the author of Make the Deal: Negotiating Mergers & Acquisitions, which was published by Bloomberg and ranked as the #1 New Release in Corporate Finance and M&A on Amazon.
 

FOX Host

Jonathan S. Tunner
Director, Private Investment Opportunities

Jonathan Tunner is the Director of Private Investment Opportunities at FOX. Jonathan serves as a relationship manager and thought leader helping to develop and execute strategies designed to meet the needs of families across all markets active in direct investing. In his role, Jonathan builds and supports the strategic network of families who desire to share their industry expertise and to collaborate with others to acquire interests in companies and/or real estate. In addition, he oversees the Direct Investing Network (DIN), is a member of the FOX leadership team, and is the Co-Chair of the Owner/Operator Council.

Jonathan brings over twenty-five years of broad business, direct investment, and family office experience to FOX and its members. Jonathan started his career in the international coal industry working in the US, Latin America and Europe for Massey Energy. Jonathan transitioned to oversee daily management of a complex, inter-generational family office. As CFO, Jonathan had senior financial, wealth, and management responsibilities with particular emphasis on sourcing, structuring, funding, overseeing and exiting privately held businesses and real estate interests across a spectrum of sizes and industries. Jonathan also held extensive operational and executive duties within portfolio companies including CEO, CFO and COO, while also serving on numerous boards. Most recently, Jonathan was CEO of Constellation Partners; a business performance consultancy providing strategy, leadership and business intelligence related services to drive enterprise value in lower and middle market businesses. 

Jonathan earned a B.A. from Hampden-Sydney College majoring in Spanish and minoring in Economics and History, and an M.B.A. majoring in Finance from the University of Richmond.