Events

This event should be of interest to all CFOs and senior financial professionals, but especially to those who encounter M&A as part of their practice.

Please join us to hear the remarkable story of how two co-founders created, built and successfully sold their last-mile delivery logistics company from start to exit in four years. Their tech-enabled company, Inland Logistics, grew to serve top 100 e-retailers, top US metropolitan areas, delivering 2 million packages/month in 14 States. The company was sold to a strategic buyer in March 2023.

Speakers:

Robert Labatt
Co-founder, Co-CEO,
Inland Logistics

Bay Area Canadian who is a career consumer internet business builder with over 25 years experience leading strategy, business development, VC raises, M&A, product management, operations and building high volume platforms (100M+ users) at startups and multinational corporations. Experience: McKinsey&Co, GartnerGroup, Western Union, Oportun, Freedom Financial, ezBoard, startups. Avid family man, trail runner, skier and gravel rider.

Robert and his partner recently sold last mile logistics company Inland Logistics to a strategic buyer.

C Craig Lilly
Partner - Silicon Valley/San Francisco
Reed Smith

Craig Lilly is a leading legal advisor for strategics and private equity clients on domestic and cross-border technology acquisitions, mergers, divestitures, recapitalizations, consolidations, auctions, leveraged buyouts, and minority investments.

Craig’s practice includes advising emerging technology companies on venture capital financings, corporate governance, public offerings and joint ventures.  He also represents fund sponsors in connection with structuring and organizing investment funds, parallel investment vehicles, and offshore funds.

Craig frequently writes and lectures on legal and business issues regarding mergers and acquisitions, private equity investments and corporate finance. He has been quoted in, or contributed to, articles and features in Bloomberg, The Wall Street Journal, The Deal Magazine, Reuters, CFO.com and other major publications.  He is a member of the Board of Directors of The Association for Corporate Growth – Silicon Valley and an Advisor to Financial Executives International – Silicon Valley Chapter.  From 2006 to 2010, he was the California reporter for the American Bar Association Committee on State Regulation of Securities.

Reed Smith is a dynamic international law firm dedicated to helping clients move their businesses forward. Our belief is that by delivering smarter and more creative legal services, we will not only enrich our clients’ experiences with us, but also support them in achieving their business goals.

Our long-standing relationships, international outlook and collaborative structure, make us the go-to partner for the speedy resolution of complex disputes, transactions and regulatory matters. Reed Smith is a leading international law firm with more than 1,700 lawyers in 30 offices throughout the United States, Europe, the Middle East, and Asia. 

For further information, please visit reedsmith.com.

Moderator:

Jan Robertson
CFO and Co-Founder
SiVal Advisors

Managing Partner, CFO and Co-Founder of SiVal Advisors, a technology-focused mergers & acquisitions advisory firm located in Silicon Valley, California. Ms. Robertson, a frequent speaker and author on topics related to M&A, has advised numerous clients and boards of directors on a wide variety of transactions over her thirty-year career. Prior to SiVal Advisors, Jan was Managing Director in Needham & Company's Menlo Park, CA office, where she built the M&A practice from 1997 to 2002, and prior to that was a Managing Director, M&A at RBC Capital Markets in Toronto. She is a frequent speaker on M&A related topics in the U.S. and internationally. In 2012 Jan was honored as one of Silicon Valley’s “Top 100 Women of Influence”.

SiVal Advisors professionals have completed over 500 transactions worth $12 billion in deal value. Based in Silicon Valley with connections around the globe, we serve clients in a range of technology industries including: software, business services, e-commerce, healthcare, and manufacturing, with valuations, growth funding, acquisitions, mergers and sales of businesses.

Event Details:

Format: Networking, Panel Discussion, Q&A

Wednesday, September 13, 2023
4:30 PM - 6:30 PM

Free
In-person

Reed Smith
1841 Page Mill Road
Palo Alto CA 94304

Best to enter lobby to the interior courtyard of the building walk thru lobby to courtyard following the arrows on the map.
See map (download on right)

By registering to attend, you are confirming you have been vaccinated, boosted and you are not displaying cold or flu-like symptoms and not been exposed to or tested positive for COVID-19 within the past five days.

Masks are not mandatory but welcomed.

CPE Credits

One and one  half (1.5) CPE credit available. Field of Study: TBA

FEI 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. Questions regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website, www.NASBARegistry.org.