The State of Tech M&A in 2025

Dear Friend,

After years of exit market contraction, the doors are finally beginning to reopen for tech founders. Join Mavka Capital and Bernstein Private Wealth Management for an exclusive CEO-focused summit designed specifically for founders planning their startup exit in the next 24 months. Despite promising signs, today's exit environment still presents significant challenges – from geopolitical uncertainties to evolving valuation metrics and investor selectivity.

This intimate gathering will provide actionable insights to help you navigate what will likely be the most significant financial event of your career. You'll gain critical perspectives on the current valuations for tech companies, prepare for rigorous due diligence processes, and develop personal wealth strategies to maximize your post-exit financial position. Connect with fellow founders who share your exit timeline and learn from industry experts who understand both the technical and emotional aspects of successfully transitioning your company.

Agenda: 

4:00–4:30 PM – Networking & Welcome Refreshments: Connect with industry peers, investors, and financial advisors over curated appetizers and beverages. 

4:30–5:30 PM – Expert Presentation & Live Q&A: Gain critical insights from leading voices in M&A and wealth management on the following:

• Economic Policy Shifts: How regulatory changes and market dynamics are reshaping exit opportunities.

• Tech Sector M&A: Current buyer priorities, valuation metrics, and sector-specific demand drivers. 

• The M&A Process: A step-by-step walkthrough of due diligence, negotiation, and closing phases. 

• Pre-Sale Preparation: Optimizing operational, financial, and governance structures to maximize valuation. 

• Wealth Transition Strategies: Tax-efficient asset allocation, legacy planning, and lifestyle considerations post-liquidity event. 

5:30–6:00 PM – Networking & Strategic Discussions: Continue conversations with speakers and attendees to refine actionable takeaways. 

June 12th, 2025 at 4-6 PM

Location: 
Bernstein Private Wealth Management
555 California St
San Francisco, CA 94104

Speakers: