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  • 📌 2 Weeks Left: Private M&A Strategy Session – Application for Board Leaders

📌 2 Weeks Left: Private M&A Strategy Session – Application for Board Leaders

Seats to this exclusive event are filling up fast

San Francisco | Address Shared Upon Registration

Dear Friend,

The M&A window for 2026 is taking shape, and the dynamics have shifted considerably.

After an extended period of constrained exit activity, transaction volume in the technology sector is returning. However, the environment looks fundamentally different: buyer expectations have recalibrated, geopolitical considerations now factor into deal structures, and valuation benchmarks reflect a more disciplined market. Companies approaching an exit without adjusting their preparation are at a disadvantage.

For CEOs and board members considering a transaction within the next 18-24 months, understanding these shifts is essential.

Mavka Capital, Bernstein Private Wealth Management, and Foley & Lardner LLP are convening a private session in two weeks to examine the current M&A landscape and actionable preparation strategies for 2026 exits. This is a working session—limited in size and structured around candid discussion.

What we'll cover:

  • Current buyer priorities and deal terms in the 2026 market

  • Pre-transaction positioning that materially impacts valuations

  • Wealth preservation considerations for principals and stakeholders

  • Insights from advisors with direct experience across $100B+ in closed deals

This session is restricted to sitting CEOs, board members, and select senior executives currently evaluating exit scenarios. Space is intentionally limited to facilitate meaningful dialogue.

If this aligns with your current strategic planning, we invite you to apply for attendance.

Speaker Lineup

Vitaly Golomb
Managing Partner
Mavka Capital

Louis Lehot
Partner
Foley & Lardner LLP

Jake Sheldon
Director, Wealth Strategies
Bernstein Private Wealth Management

Wrug Ved
Senior Investment Strategist
Bernstein Private Wealth Management

Information provided by Mavka Capital. Securities are offered through Finalis Securities LLC, a member of FINRA/SIPC. Mavka Capital and Finalis Securities are separate, unaffiliated entities. The information contained in this message does not constitute legal advice and should not be considered an offer to purchase or a solicitation to sell securities or any other financial instruments; it is for informational purposes only.