Speaking Engagements

2017

Maximizing M&A Value – Tales From The Trenches
Jan Robertson, CEO and Managing Partner, SiVal Advisors
Sponsored by SiVal Advisors, DLA Piper, BPM, Tatum
September 14, 2017  4pm-6:30pm
Please Register Here

Middle Market Forum 2017
Jan Robertson, CEO and Managing Partner, SiVal Advisors
Sponsored by PWC, Hopkins Carley, Comerica Bank
May 18, 2017

Building Companies For Successful Exits
Jan Robertson, CEO and Managing Partner, SiVal Advisors
Open Forum 2017
April 29, 2017

Show Me The Money: Planning A Lucrative Exit
April 6, 2017
Sponsored by SiVal Advisors, Berstein, BPM, NextStep

2016

“Korea – Silicon Valley Mergers and Acquisitions”
November 16, 2016
8th Annual Korean Manufacturers Association Global M&A Conference
Seoul, Korea

“How to Achieve a Successful Exit.”
October 19, 2016
Hanson Bridgett, LLP
San Francisco, CA

“Maximizing M&A Value – Tales from the Trenches.”
May 18, 2016
DLA Piper
Palo Alto, CA

2015

“Top Ten Challenges of Selling a Family or Closely-Held Business.”
November 18, 2015
ACG Dealmakers’ Dinner
Merrill Communications
Palo Alto, CA

“How to Achieve a Successful Exit.”
November 3, 2015
BNY Mellon Wealth Management
Palo Alto, CA

2014

“Achieving the Dream: A Lucrative Business Exit.”
February 13, 2014
Royse Law Firm
Next Step Growth
Palo Alto, CA

“Women Dealmakers Panel”
ACG Private Equity Conference Event
March 18, 2014
Reed Smith Law Firm
San Francisco, CA

“Exit Strategy: Maximize the Value of Your Business”
April 1, 2014
K&L Gates Law Firm
San Francisco, CA

“Exit Strategy: Maximize the Value of Your Business”
April 3, 2014
Women’s Presidents Organization
Diablo Valley, CA

“Exit Strategy: Maximize the Value of Your Business”
September 18, 2014
Kaye Scholer Law Firm
Palo Alto, CA

2013

“Exit Planning: What Every CEO, Business Owner & Board Advisor Needs to Know.”
September 10, 2013
Bingham, McCutchen Law Firm
Palo Alto, CA

“M&A Insight Panel.”
March 14, 2013
Sixth Annual Women’s Private Equity Summit
Ritz Carlton Half Moon Bay

“The Quickening Pulse of Healthcare M&A – Market Dynamics and Outlook for Strategics and Private Equity.”
February 26, 2013
Association for Corporate Growth meeting at Hanson Bridgett
San Francisco, CA

“How to Hire an M&A Banker.”
January 10, 2013
Angels’ Forum at USV
Menlo Park, CA

2010

“Exit Planning: What Every CEO, Business Owner & Board Advisor Needs to Know.”
June 10, 2010
NAWBO National Women’s Business Conference
Washington, D.C.

“Exit Planning: What Every CEO, Business Owner & Board Advisor Needs to Know.”
March 26, 2010
Pillsbury Law LLP
Palo Alto, CA

“VC and Angel Investing.”
February 10, 2010
Capital Club Business Club
San Jose, CA

“Exit Planning Seminar: Thinking of Selling Your Business in 2010?”
January 14, 2010
Abbott, Stringham & Lynch Boardroom
San Jose, CA

2009

“Smart Grid: Understanding the Current Landscape and What Lies Ahead panel.”
September 22, 2009
Pillsbury Law LLP
Palo Alto, CA

“Mergers & Acquisitions and Financing Update: Clean Tech Industry.”
May 5, 2009
Mergers and Acquisitions Seminar
DLA Piper LLP Office
Palo Alto, CA

“Clean Tech Venture Funding – What’s Ahead for 2009?”
January 13, 2009
DLA Piper LLP Office
Palo Alto, CA

2008

“Golden Capital Network’s Venture Vineyard Conference: Clean Tech Panel.”
April 29, 2008
Santa Rosa, CA

“Business Valuations / Exit Strategies.”
May 7, 2008
National Association of Women Business Owners, Silicon Valley
Mid-Peninsula Breakfast Meeting
Palo Alto, CA

“Venture Capital / Private Equity” featuring guest panelists from: Alpine Investors, Intel Capital, Opus Capital and Trinity Ventures.
Sept 9, 2008
National Association of Women Business Owners, Silicon Valley
Mid-Peninsula Breakfast Meeting
Palo Alto, CA

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