Term Sheets & Valuations: A Line by Line Look at the Intricacies of Term Sheets & Valuations - Softcover

Alex Wilmerding

Softcover

ISBN 10: 1539229823 ISBN 13: 9781539229827

Publisher: Thomson Reuters, 2017

Synopsis

Term Sheets and Valuations provides information on term sheets and valuations. It covers topics such as defining and examining a term sheet, valuations, and East Coast and West Coast rules. In addition, it includes an actual term sheet from a leading legal firm with line-by-line descriptions of each clause; a discussion of what can and should be negotiated; and an explanation of the most important points. This is a must-have book for any executive, entrepreneur, or financial professional.

About this title

About the Author

Alex Wilmerding is a Principal at Pantheon Ventures, where he evaluates investment opportunities and monitors investments in Asia, focusing on infrastructure, venture, growth and buyouts. He has served on the Pantheon Global Co-investment Committee, as a member of the Asia Investment Committee and on Advisory Boards and Committees of private equity funds across Asia. Alex also manages business development and client services in the Asian region for Pantheon. He is based in Hong Kong. Prior to joining Pantheon, Alex was a Director at Citi Private Bank with a focus working with financial sponsors including private equity and venture funds. He previously spent nine years as a partner at Boston Capital Ventures where he sourced, structured and managed investments in the areas of business process outsourcing and distribution, as well as the areas of information technology, hospitality and transportation services. At Boston Capital Ventures, he served as a director on the boards of portfolio companies including HUBX, Inc., aWaltham, Massachusetts based revenue management and distribution services solutions provider to the hospitality industry, which was sold to Sabre, after merging with SynXis Corporation; KhiMetrics, Inc., a Scottsdale, AZ based developer of revenue management solutions sold to SAP; FareChase, Inc., a web-based travel solutions company sold to Yahoo!; and Wandrian, Inc., a rail inventory distribution services company. Wilmerding also served as an observer to the boards of Exa Corporation, EXA (NASDAQ), the now public, Bedford, MA based developer of fluid flow simulation software for wind tunnel applications, and Vectrix Corporation, the New Bedford, MA based advanced transportation solutions provider. In the not-for-profit arena, Wilmerding has served as an Officer and Trustee of the Yale-China Association, an organization based in New Haven, CT which facilitates educational, environmental, legal and medical exchanges between the United States and China. Prior to Boston working for Boston Capital Ventures, he served as Commercial Manager Eastern China for the Fednav Group, as well as in executive management positions for Cathay Pacific Airways and Dragonair in Hong Kong, Shanghai and Jakarta. Wilmerding earned his B.A. in history from Yale University and his M.B.A. in Finance and Organizational Management from the Columbia Business School. Questions or comments regarding this book can be addressed to wilmerding@hotmail.com.

Review

This primer should be required reading for every entrepreneur. It is short, authoritative and worth its weight in gold. --Murray B. Low, Executive Director, Eugene M. Lang Center for Entrepreneurship, Columbia Business School

An invaluable resource for executives and financial professionals. --Graham D.S. Anderson, General Partner, Managing Director, Kalon Partners, LLC

A valuable resource for entrepreneurs new to the world of venture capital. --Jeffrey Donohue, Esq

Edition details

• Publisher: Thomson Reuters
• Publication date: 2017
• ISBN 10: 1539229823
• ISBN 13: 9781539229827
• Binding: Paperback
• Language: English
• Number of pages: 114