Billy Goldstein

Managing Director

Panelist

CDX Advisors

Billy Goldstein is managing director at CDX Advisors, a technology-powered investment banking advisory firm. He is also Lead Independent Director of the Board of JOFF FinTech Acquisition Corp (NASDAQ: JOFFU). Mr. Goldstein has over 25 years of experience in investment banking, corporate development and strategy. He was a managing director at Goldman Sachs’s TMT investment banking group executing mergers, acquisitions and capital raisings. At Macquarie Capital, Mr. Goldstein was Head of Telecom Investment and Merchant banking for North America. Most recently, Mr. Goldstein was EVP at Sterling Talent Solutions—a Goldman Sachs-portfolio company—where he was Head of Strategy, Corporate Development and M&A, and led acquired businesses. Mr. Goldstein also serves as Senior Advisor at Star Mountain Capital, LLC, an alternative asset-management firm. Mr. Goldstein received a Bachelor of Science in Engineering degree, with the highest distinction, in electrical engineering from the University of Pennsylvania and an MBA, with honors, from Harvard Business School.

Topic

2:32 PM - 3:22 PM

Thursday June 24

SPAC M&A Advice

  • Dissecting an initial business combination
  • Understanding the buy-or-sell-side roles for strategic and financial players
  • How investment banks help set valuations as part of go-to-market strategies
  • The devil is in the details of due diligence
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