David Boris
Co-CEO
Panelist
Forum Merger II Corp.
- Over 30 years of investment banking experience with a focus on SPAC transactions and private equity sponsor coverage
- Co-CEO and CFO of Forum Merger II Corporation; Former Director of ConvergeOne Corporation
- Involved in 13 additional SPAC transactions as a board member, underwriter or M&A advisor. Advised on 9 business combinations totaling over $3.4B of value. Board member of three prior SPACs
- Previously Senior Managing Director and Head of Investment Banking at Pali Capital, Inc., where he focused on SPAC transactions
- Previously founding member and Managing Director of Morgan Joseph & Co. Inc., where he lead Financial Sponsor Coverage
- Former President of Ladenburg Thalmann Group Inc.
- Member of Young Presidents’ Organization
Topic
3:10 PM - 3:55 PM
Thursday February 7, 2019
Current Wisdom on Prepping IPOs, Seeking Targets
- Stronger market conditions since 2016 have opened a path for new fundraisers in equity markets
- Manage resale restrictions that arise when dealing with illiquid, over the counter companies
- Avoid hefty bank fees and underwriting discounts required in a traditional IPO
- What investors are looking for
4:55 PM - 5:35 PM
Thursday February 6, 2020
How SPACs are Competing with Strategic Buyers in the Cutthroat M&A Market
- Formation and capital raising trends and statistics
- Annualized return profile from IPO to business combination
- Market and trading dynamics
- Outcomes and post-business combination performance