Speaking Engagements

2017

Maximizing M&A Value – Tales From The Trenches
Jan Robertson, CEO and Managing Partner, SiVal Advisors
Sponsored by DLA Piper Palo Alto, BPM, Tatum
September 14, 2017

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 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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