Fairness opinions are a key component in the M&A process. Experienced board director Shelly Lombard (Alaska Communications, Spartacus Acquisition Corp, HC2 Holdings Inc.) shares the approaches that will typically be used to value your company, what the “cost of capital” is and how it’s calculated, and the importance of the “football field” in a valuation.
Coco is founder and CEO of Athena Alliance. Prior to her current roles, Coco served as President, COO, and Board Director of Taos, a market leader in IT Services serving hundreds of F1000 companies, including Apple, Cisco, ebay, Facebook, and Silicon Valley Bank. Coco brings rich experience across F1000 companies, start-ups, and nonprofits in the roles of CEO, COO, advisor, and Board member to Athena. She possesses a unique understanding of the breadth of challenges and opportunities of leadership. She empowers leaders to execute successfully, working with them to develop the relationship between a company’s strategy and its organizational design and environment. Coco’s expertise in developing and strengthening these important linkages makes her a powerful C-level advisor and Board member. In addition to serving on the Board of Taos from 2004 to 2014, Coco served as a Board Director for MentorNet during its rebranding, product transformation, and subsequent acquisition by Great Minds in STEM. Coco was on the finance committee supporting the Board of Directors of Samasource and established the Operating Committee for the Silicon Valley arm of Golden Seeds, a New York-based early-stage investment firm. She also currently serves as Chair of the Nominating Committee for the Anita Borg Technology Leadership Award, one of the most prestigious awards honoring women in technology.
Shelly Lombard currently serves on the board of Alaska Communications (member of audit and compensation committees), the board of HC2 Holdings (chair of audit committee; member of compensation and nominating/governance committees), and the board of Spartacus Acquisition Corp (a SPAC investing in telecom assets). She is also on the board of Beyond 6, a privately-held HC2 subsidiary that is an alternative energy platform for the heavy truck industry. From 2011 to 2014, she was the Director of Research for Britton Hill Capital, a broker dealer specializing in high yield and special situation debt and value equities. From 2003 to 2010, Ms. Lombard was a high yield and special situation bond analyst covering the media and automotive industries at Gimme Credit, a subscription bond research firm. From 1992 to 2001, she analyzed, invested in and managed proprietary investments for ING Bank, Chase Manhattan Bank, Barclays Bank, and Credit Lyonnais. She served on several creditors’ committees and participated in multiple restructurings. Ms. Lombard began her career at Citibank in the leveraged buyout group. After her Wall Street career, Ms. Lombard worked as independent consultant, reviewing investment ideas for a family office, training new hires at Wall Street banks and hedge funds, and teaching executive education courses in corporate finance, financial analysis, valuation, and capital markets at Columbia University, the Wharton School of Business, and Moody‘s. Ms. Lombard has also served on the Montclair Township Board of Education (2006 - 2015) and as an officer of a local chapter of Jack and Jill of America, a national organization of African American mothers (2010 - 2013). Ms. Lombard has a Master’s Degree in Business Administration (Finance major) from Columbia University and a Bachelor of Arts in Communications and Government from Simmons College.
What You'll See in a Typical Fairness Opinion
Tue, Apr 27 @ 12:00pm PT (1 hr)
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