Attendee Program Guide - JEGI€¦ · from global Fortune 100 companies to just-conceived startups...

17
Attendee Program Guide THE HOWARD SLOAN KOLLER GROUP association sponsor: time warner center, nyc | january 17, 2013 | 11:30am–6:30pm

Transcript of Attendee Program Guide - JEGI€¦ · from global Fortune 100 companies to just-conceived startups...

Page 1: Attendee Program Guide - JEGI€¦ · from global Fortune 100 companies to just-conceived startups – across all major industries. The firm’s industry-focused practices, including

Attendee Program Guide

THE HOWARD • SLOAN • KOLLER GROUP THE HOWARD • SLOAN • KOLLER GROUP

association sponsor:

time warner center, nyc | january 17, 2013 | 11:30am–6:30pm

Page 2: Attendee Program Guide - JEGI€¦ · from global Fortune 100 companies to just-conceived startups – across all major industries. The firm’s industry-focused practices, including

Welcome Message

Greetings,

Welcome to The Jordan, Edmiston Group, Inc.’s (JEGI’s) 9th annual Media & Technology Conference 2013. Interest in this conference continues to grow, and this year will be our largest turn-out ever, with nearly 300 senior-level industry executives in attendance from across the key sectors that JEGI serves.

This year’s conference, which features a roster of dynamic, world-class speakers, is centered on the theme “Transformational Change: Meeting the Growth Imperative”. As the media and technology markets continue to evolve at a rapid pace, companies are increasingly focused on transformative growth and new ways to generate revenue, including via data, analytics, social media, workflow solutions, SaaS models, marketing technology, and more.

Our goal this afternoon is to send you back to your offices with at least three compelling ideas for you to consider and discuss further. As always, we are extremely grateful to our sponsors for their support, including: The Boston Consulting Group; Econsultancy; GE Capital; Howard-Sloan-Koller Group; Intralinks; and Morgan Lewis, as well as our association sponsor – Software & Information Industry Association (SIIA).

We would also like to thank our speakers for contributing their time and effort to our program.

Thank you for joining us today.

Sincerely,

Wilma H. Jordan Founder & CEO The Jordan, Edmiston Group, Inc.

PS We are delighted to announce that The Stryker/Slagle Band, led by world renowned jazz guitarist Dave Stryker, will perform during the After Party from 5:30PM – 6:30PM, on the same floor as our event at the Time Warner Center.

1

Page 3: Attendee Program Guide - JEGI€¦ · from global Fortune 100 companies to just-conceived startups – across all major industries. The firm’s industry-focused practices, including

Agendatime warner center, nyc | january 17, 2013 | 11:30am–6:30pm

THE HOWARD • SLOAN • KOLLER GROUP THE HOWARD • SLOAN • KOLLER GROUP

getting to revenue with social media

moderator: Amir Akhavan, Director, JEGI

panelists: Michael Lazerow, Chief Marketing Officer, Salesforce Marketing Cloud Sheldon Owen, CEO & Co-Founder, Unified Social Michael Wiley, Chief Social Media Officer, VivaKi Ben Elowitz, Co-Founder & CEO, Wetpaint

industry update Randall Rothenberg, President & CEO, Interactive Advertising Bureau (IAB)

capital markets update Garrett Ellsworth, Senior Vice President, GE Capital

closing keynote Lisa Hook, President & CEO, Neustar

closing remarks and after party Featuring The Stryker/Slagle Band

3:45-4:15 pm

4:15-4:45 pm

4:45-5:00 pm

5:00-5:30 pm

5:30-6:30 pm

sponsored by:

association sponsor:

3

Agenda time warner center, nyc | january 17, 2013 | 11:30am–6:30pm

11:30 am-12:30 pm

12:00-12:10 pm

12:10-12:45 pm

12:45-1:15 pm

1:15-1:3o pm

1:30-2:10 pm

2:10-2:25 pm

2:25-3:00 pm

3:00-3:30 pm

3:30-3:45 pm

registration and lunch

opening remarks Wilma Jordan, Founder & CEO, JEGI

jegi m&a overview David Clark, Managing Director, JEGI Tolman Geffs, Co-President, JEGI Richard Mead, Managing Director, JEGI Scott Peters, Co-President, JEGI

fireside chat

moderator: John Rose, Senior Partner & Managing Director, The Boston Consulting Group

opening keynote: Gracia Martore, President & CEO, Gannett

legal update Charles Engros, Managing Partner, Morgan Lewis

smarter marketing

moderator: Tolman Geffs, Co-President, JEGI

panelists: Russell Glass, CEO, Bizo Jamie Egasti, CEO, Catalina Marketing Richard Harris, CEO, Intent Media Rich Tarrant, President & CEO, MyWebGrocer

media industry survey findings Stefan Tornquist, Vice President, Research (US), Econsultancy

break

keynote speaker Brian Longe, CEO, Wolters Kluwer Financial & Compliance Services

year-end m&a overview Rick Smolen, SVP Sales, North America Advisory Business, IntraLinks

Page 4: Attendee Program Guide - JEGI€¦ · from global Fortune 100 companies to just-conceived startups – across all major industries. The firm’s industry-focused practices, including

Sponsor Profiles

The Boston Consulting Group (BCG) is a global management consulting firm and the world’s leading advisor on business strategy. BCG partners with clients in all sectors and regions to identify their highest-value opportunities, address their most critical challenges, and transform their businesses.

BCG’s customized approach combines deep insight into the dynamics of companies and markets with close collaboration at all levels of the client organization. This ensures that our clients achieve sustainable competitive advantage, build more capable organizations, and secure lasting results.

Founded in 1963, BCG is a private company with 66 offices in 38 countries. For more information, please visit: www.bcg.com.

John Rose Senior Partner and Managing Director Boston Consulting Group

Phone: (212) 446-2616 E-mail: [email protected] Website: www.bcg.com

GE Capital’s Telecom, Media and Technology (TMT) business provides senior credit facilities to enable corporate growth, acquisitions and balance sheet refinancings to companies in the following industries: cable; towers; data centers; wireless; metro fiber; radio; TV; digital media; B2B/B2C media; software; educational services; and other technology companies that enable these industries.

Whether it is capital for growth, acquisitions, or refinancing, the TMT team connects customers with customized debt financing solutions beginning at $20 million. Industry advisors offer real-time insight into the competitive TMT industries, while the Capital Markets team searches out the best financial solutions for each unique situation. With Access GE, TMT clients benefit from GE’s resources, financial strength and best practices.

Visit gecapital.com/tmt for more information on how GE Telecom, Media and Technology is helping customers build stronger businesses.

Raymond N. Shu, CFA Managing Director & Media Team Leader GE Capital – Telecom, Media & Technology

Phone: (678) 624-7965 E-mail: [email protected] Website: www.gecapital.com/tmt

Sponsor Profiles

The Howard-Sloan-Koller Group is a boutique executive search and consulting firm that specializes in identifying, attracting and recruiting senior talent for Media, Advertising, Information Services and Technology businesses. For more than three decades, HSK has conducted searches for companies ranging from large, traditional organizations to small entrepreneurial start-ups, both nationwide and abroad. As these companies transition to digital, drive innovation within their organization or hire to meet other market demands, they point to HSK as a vital partner in their success. Corporate executives, investors and candidates routinely turn to HSK as a source of talent, industry intelligence and perspective.

HSK’s search consultants are entirely dedicated to the markets they serve and bring deep industry experience to the search process. This hands-on and focused approach is key to the firm’s success in delivering targeted and timely results. By possessing intimate knowledge of each discipline and deep connections with market leaders, HSK cuts through the clutter of recruiting options to recommend talent solutions that are precisely aligned with a client’s business goals. Leveraging the firm’s industry expertise and long-term relationships, HSK has helped hundreds of companies identify and recruit thousands of critical team members—playing a valuable role in the success of both our clients and our candidates. As a result, HSK’s network of contacts is unparalleled.

THE HOWARD • SLOAN • KOLLER GROUP THE HOWARD • SLOAN • KOLLER GROUP

Karen Danziger Managing Partner The Howard-Sloan-Koller Group

Phone: (212) 661-5250 E-mail: [email protected] Website: www.hsksearch.com

5

Morgan Lewis provides comprehensive transactional, litigation and intellectual property legal services to clients of all sizes – from global Fortune 100 companies to just-conceived startups – across all major industries. The firm’s industry-focused practices, including the media and information industry, help clients craft and execute strategies to successfully address business and legal challenges in today’s rapidly changing economic environment.

Founded in 1873, Morgan Lewis has some 1,400 lawyers in 24 offices across the United States, Europe, and Asia.

The firm is unified in its long-held service philosophy that every action of its attorneys, in every representation, is driven first and foremost by achieving the immediate and long-term business goals of each client. For more information, please visit www.morganlewis.com.

Charles E. Engros Partner Morgan Lewis

Phone: (212) 309-6880 E-mail: [email protected] Website: www. morganlewis.com

Page 5: Attendee Program Guide - JEGI€¦ · from global Fortune 100 companies to just-conceived startups – across all major industries. The firm’s industry-focused practices, including

Sponsor Profiles

IntraLinks (NYSE: IL) is a leading global provider of Software-as-a-Service solutions for securely managing content, exchanging critical business information and collaborating within and among organizations. More than one million professionals in industries including financial services, pharmaceutical, biotechnology, consumer, energy, industrial, legal, insurance, real estate and technology, as well as government agencies, have utilized IntraLinks’ easy-to-use, cloud-based solutions. IntraLinks users can accelerate information-intensive business processes and workflows, meet regulatory and risk management requirements and collaborate with customers, partners and counterparties in a secure, auditable and compliant manner. Professionals at more than 800 of the Fortune 1000 companies have used IntraLinks’ solutions. For more information, visit www.intralinks.com or http://blog.intralinks.com. You can also follow IntraLinks on Twitter at http://twitter.com/intralinks and Facebook at www.facebook.com/IntraLinks.

Jack Newton Director, Sales- NY Advisory IntraLinks

Phone: (212) 543-7994 E-mail: [email protected] Website: www.intralinks.com

Sponsor Profiles

7

Econsultancy is a community where the world’s digital marketing and ecommerce professionals meet to sharpen their strategy, source suppliers, get quick answers, compare notes, help each other out and discover how to do everything better online.

Founded in 1999, Econsultancy has grown to become the leading source of independent advice and insight on digital marketing and ecommerce.

Our reports, events, online resources and training programs help our 170,000+ members make better decisions, build business cases, find the best suppliers, look smart in meetings and accelerate their careers.

Stefan Tornquist Vice President, Research (US) Econsultancy

Phone: (718) 596-6367 Email: stefan.tornquist@ econsultancy.com Website: www.econsultancy.com

Delivering on Your Business Goals That Matter Most

Creating and distributing content is a bold new world filled with many challenges and opportunities, especially with new technology, revenue models and industry players.

SIIA members are part of a vibrant and growing community of 700 corporate members ranging from global information companies, to emerging media and technology start-ups, to the leading professional services providers who support the industry.

With the dramatically accelerating pace of integration of technology into the content business, your leadership team can look to the SIIA to deliver strategic and practical programming focused on the business goals that matter most around:

• Business & Corporate Development

• Education on Critical Technology and Market Trends

• Public Policy Advocacy & Intellectual Property Protection

• Peer Networking

For more details, please reach out to Kathy Greenler Sexton or visit siia.net/content.

Kathy Greenler Sexton VP & Gen. Manager, Content Division SIIA – Software & Information Industry Association

Phone: (978) 258-1506 E-mail: [email protected] Website: www.siia.net/content

Page 6: Attendee Program Guide - JEGI€¦ · from global Fortune 100 companies to just-conceived startups – across all major industries. The firm’s industry-focused practices, including

Speaker Bios Speaker Bios

David Clark, a Managing Director with JEGI, provides M&A advisory services to traditional and technology-enabled marketing services companies. Mr. Clark’s focus and transaction experience also includes companies in adjacent markets, such as business information, market research, application software and information technology services.

Recent notable engagements include:

• Sale of MRSI to ORC International;• Sale of McMurry and TMG Custom Media to The Wicks Group of Companies;• Sale of ePrize to Catterton Partners;• Sale of Blue State Digital to WPP Digital; and• Sale of All Island Media to Wafra Partners.

Mr. Clark has nearly 20 years of experience in investment banking and business development consulting. Prior to joining JEGI, he was a Managing Director at Deloitte & Touche Corporate Finance and a senior member of Deloitte’s global TMT (Technology, Media & Telecom) industry practice.

Mr. Clark earned an MBA from the University of Virginia-Colgate Darden School of Business, an MA in International Studies from the University of Virginia College of Arts and Sciences, and a BS in Economics from Washington University in St. Louis. Mr. Clark is a certified FINRA representative.

David Clark Managing Director The Jordan, Edmiston Group, Inc. www.jegi.com

Jamie Egasti is Catalina’s Chief Executive Officer and is responsible for the company’s overall global growth and strategic direction. As a company, Catalina builds brands and drives healthier outcomes by leveraging its world-class proprietary shopper data to develop individualized consumer communications that deliver unique value for clients – driving unmatched, measurable results.

A 30-year Procter & Gamble veteran, Mr. Egasti brings a deep understanding of today’s complex consumer marketplace to this position. He has extensive experience as a consumer marketing innovator and international business leader, having led the creation and development of major global packaged good brands, including the billion-dollar Febreze® and Swiffer® brands.

During his time with P&G, he served as President of the $3.2 billion snacks and coffee business and was Chief Executive Officer of Folgers, where he led the spin-off of Folgers from P&G and its transition to J.M. Smucker Company.

Today, Mr. Egasti also serves on the boards of directors for a variety of cutting-edge digital and technology-oriented companies, all of which are driving innovation in new and different ways.

Mr. Egasti holds a bachelor’s degree from Harvard University. He and his wife, Jane, reside in St. Petersburg, Florida.

Jamie Egasti CEO Catalina Marketing www.catalinamarketing.com

9

Wilma Jordan, Founder and CEO of The Jordan, Edmiston Group, Inc. (JEGI), leads the most successful investment bank for the media, information, marketing services and technology sectors. Since 1987, JEGI has completed more than 500 transactions for corporations; middle-market and emerging companies; entrepreneurial owners; and private equity and venture capital firms.

Ms. Jordan’s Best Practices approach to M&A advisory services has been instrumental in forging the firm’s reputation for overall excellence, integrity and the ability to maximize value for its clients. For more than 25 years, she has successfully evolved the firm, staying ahead of the curve by expanding JEGI’s sector coverage as needed, right up to today, as mobile and social come to the forefront in media and marketing services, and Big Data has become the dominant theme of the Information Industry.

Ms. Jordan’s vast media industry experience includes having founded, owned, managed and advised publishing, broadcasting, marketing services and Internet businesses. She has also served on the Board of Directors of four public companies – Lin Broadcasting (NYSE), Lin television (NASDAQ), Clayton Homes (NYSE), and Lin TV (NYSE) – as well as several private companies. In addition, Ms. Jordan is a Trustee of Guideposts, Inc.

Wilma Jordan Founder & CEO The Jordan, Edmiston Group, Inc. www.jegi.com

Amir Akhavan, a Director with JEGI, advises online media, marketing services, technology, and information companies in mergers, acquisitions and divestitures. Recent notable engagements include:

• Infogroup, a CCMP portfolio company, in its sale of OneSource to GTCR and Cannondale Investments;• Conversen, in its sale to Experian;• The Retail Equation, in its sale to Norwest Venture Partners;• Big Fuel, in its sale to Publicis Groupe;• I-Behavior, in its sale to KBM Group, a unit of WPP; and• acerno, in its sale to Akamai.

Mr. Akhavan recently wrote “The Social Media Ecosystem – Rise of Users, Intelligence and Operating System” which was published by the Interactive Advertising Bureau. He earned his Master’s degree from the University of Virginia as an Ernst & Young YMP scholar and his Bachelors in Corporate Finance from the University of Southern California (USC). Mr. Akhavan is on the Executive Committee of USC’s Board of Governors and is also a CPA.

In addition to focusing on the firm’s leading M&A advisory practice, Mr. Akhavan is a member of JEGI Capital, an emerging technologies private equity fund, and helped manage its investments in I-Behavior (JEGI board seat, realized) and Aprimo (JEGI board observer, realized).

Amir Akhavan Director The Jordan, Edmiston Group, Inc. www.jegi.com

Page 7: Attendee Program Guide - JEGI€¦ · from global Fortune 100 companies to just-conceived startups – across all major industries. The firm’s industry-focused practices, including

Speaker Bios Speaker Bios

Tolman Geffs, Co-President of JEGI, represents digital media, marketing, business services and technology companies. Notable recent engagements include:

• Sale of Infogroup’s OneSource to Cannondale Investments and GTCR;• Sale of ePrize to Catterton Partners;• Sale of Travidia to a media consortium led by Gannett and Hearst;• Sale of Focus Research to Ziff Davis Media; • Sale of I-Behavior to WPP; and• Sale of AdJug to Dentsu.

Mr. Geffs brings a unique combination of experience as a CEO and business builder in both traditional and new media companies, as well as in corporate finance. Prior to joining JEGI in 2004, Mr. Geffs was CEO of Internet Broadcasting Systems, a national network of 70 local television Web sites operated in partnership with NBC, Hearst, The Washington Post Company and other major broadcasters. With a staff of 250, IBS was one of the earliest old/new cross-media platforms to achieve both scale and profitability.

Previously, Mr. Geffs held a series of senior executive positions in magazine publishing. He began his career in the M&A department of Lehman Brothers, and also consulted for media companies with McKinsey & Company. He is a graduate of the University of California at Berkeley, with degrees in English and Engineering Physics, and Harvard Business School.

Tolman Geffs Co-President The Jordan, Edmiston Group, Inc. www.jegi.com

11

Charles Engros is Managing Partner of Morgan Lewis in New York and leader of the firm’s media and information team and its corporate practice firmwide. The Morgan Lewis corporate transactional media and information practice, and Mr. Engros in particular, are named by Chambers, publisher of the world’s leading guides to the legal profession, as industry leaders. Deals in which Mr. Engros has been engaged recently include the merger of Penguin and Random House to form the world’s largest consumer publishing house; Reed Elsevier’s sales of Variety and MarketCast to private equity backed purchasers and Reed’s purchase of Accuity for $530 million; Pearson’s purchases of Embanet Compass ($650 million), Certiport ($140 million) and Author Solutions ($116 million) in the US and its $300 million acquisition of Global Education and Technology Group in China; UBM’s acquisition of Canon Communications for $287 million; and Interactive Data’s $3.4 billion going private sale to Silver Lake and Warburg Pincus. In addition to his focus on the media and communications industry, Mr. Engros also represents a number of U.S. and international companies in acquisitions, joint ventures, financings and securities offerings in other industries.

Charles Engros Managing Partner Morgan Lewis www.morganlewis.com

Ben Elowitz is Co-Founder and CEO of Wetpaint, a technology platform company that is reinventing the media model on the social web. The company attracts more than 15 million unique visitors monthly on its platform. Mr. Elowitz is also a thought leader on the subject of next-generation digital media publishing and the author of Digital Quarters, a blog about the future of digital media and the steps the publishing industry must take to become profitable. Mr. Elowitz also writes Media Success, a bold and forthright newsletter for digital media thought leaders. His work has been featured on CNNMoney, TechCrunch, All Things D, The Huffington Post, Forbes, Fortune, TIME, paidContent, and CNBC.com, among others. Prior to Wetpaint, Mr. Elowitz co-founded Blue Nile (NILE), the largest online retailer of luxury goods. He was also an early employee at Fatbrain.com (FATB), an ecommerce company that went public in 1998 and was sold to Barnes & Noble in 1999.

Mr. Elowitz holds a BS in Electrical Engineering/Computer Science and a BA in Applied Mathematics from the University of California, Berkeley. He is an angel investor in a number of media and ecommerce companies and is a frequent conference speaker on digital media, social content, and entrepreneurship.

Ben Elowitz Co-Founder & CEO Wetpaint www.wetpaint.com

Garrett Ellsworth is a Senior Vice President in the Sponsor Finance Group at GE Capital. With a focus on the Telecom, Media and Technology industries, Mr. Ellsworth is responsible for structuring and syndicating a wide range of transactions, including leveraged debt financings and recapitalization transactions for private equity and corporate clients.

Prior to joining GE Capital, Mr. Ellsworth worked in the Leveraged Finance Group at BNY Capital Markets. He was responsible for sourcing and executing senior debt financings for private equity-backed, middle-market companies, representing a diverse group of industries.

Mr. Ellsworth attended Cornell University, where he earned a Bachelor’s degree in Applied Economics and Management.

Garrett Ellsworth Senior Vice President GE Capital www.gecapital.com/tmt

Page 8: Attendee Program Guide - JEGI€¦ · from global Fortune 100 companies to just-conceived startups – across all major industries. The firm’s industry-focused practices, including

Speaker Bios Speaker Bios

13

Michael Lazerow is a serial entrepreneur whose last company, Buddy Media, was acquired by Salesforce.com for $745 million in 2012. He currently serves as the Chief Marketing Officer of the Salesforce Marketing Cloud, which unites the capabilities of Buddy Media (social marketing solution), with Radian6 (social analytics solution), with Salesforce.com. Together, this creates the only unified suite for social marketing, empowering businesses to make better decisions in marketing, sales and service.

Before Buddy Media, Mr. Lazerow founded Student Advantage, University Wire, Lazerow Consulting and GOLF.com, which was purchased by Time Inc. in January 2006. His byline has appeared in Fortune, Advertising Age, Dow Jones’ AllThingsD, Fast Company and Inc., among other publications, and he is a frequent guest on CNN, CNBC, Bloomberg, the BBC, among others. He is regularly called upon to speak at prestigious industry events, including CES, South by Southwest, Procter & Gamble Signal, Monaco Media Forum, and more.

Mr. Lazerow has been recognized with many honors, including Fortune magazine’s “40 under 40” list of business’s hottest rising stars. In June 2011, he was named the New York region Ernst and Young Entrepreneur of the Year.

Mr. Lazerow is an active investor in digital media companies through Lazerow Ventures, which he launched in 2011. Current investments include Tumblr, Saving Star, Scopely, Namely, Tagman, ChatID, Twice, Bitium, and others. He also sits on the board of directors of Harmonix, the original developers of Guitar Hero.

Michael Lazerow Chief Marketing Officer Salesforce Marketing Cloud www.salesforce.com

Lisa Hook has been President and CEO of Neustar since 2010, having joined the company in 2008 as President and COO. She has been the driver of the company’s transition from a telecom services provider into a trusted technology and information services company.

In 2011, Ms. Hook took significant steps to position the company for continued success with two major acquisitions, totaling approximately $690 million, which enhanced Neustar’s vision of becoming the single most trusted source for commercial insights and analysis to its customers. Neustar’s 2011 revenue increased 19% to $620.5 million.

With more than 25 years of senior executive experience, Ms. Hook has held leadership positions at a number of Fortune 500 companies, including AOL, Time Warner, and Viacom. She was a Partner at Brera Capital Partners and a Managing Director at Alpine Capital Group. She also served as an advisor to the Chairman of the Federal Communications Commission.

Ms. Hook currently serves on the Boards of Directors of Reed Elsevier and the Greater Washington Board of Trade, and is a Director of The Ocean Foundation. Previously, she served on the boards of Covad Communications, Time Warner Telecom, National Geographic Ventures, and K-12.

Among her many honors, The Dickinson School of Law and Penn State University honored Ms. Hook as the Penn State Alumni Fellow for 2012. In 2011, President Barack Obama named Ms. Hook to the National Security Telecommunications Advisory Committee.

Lisa Hook President & CEO Neustar www.neustar.biz

Richard Harris is CEO and Co-Founder of Intent Media, based in New York. Prior to co-founding Intent, Mr. Harris was SVP, Strategy and Distribution at Travelocity. He led the Travelocity Partner Network, which grew to over $2 billion in sales during his tenure. In 2000, Mr. Harris was a co-founder of Site59.com, an innovator in online travel technology and merchandising. He served as Site59’s VP, Strategy and Business Development and then as CFO through the company’s acquisition by Travelocity in 2002. Earlier in his career, Mr. Harris worked at The Boston Consulting Group. Richard holds a BA from Harvard University and an MBA from INSEAD in France.

Richard Harris CEO Intent Media www.intentmedia.com

Russell Glass is the CEO of Bizo, an online data and marketing platform for B2B marketers. Based in San Francisco, he founded Bizo in 2008 and and has led the company’s growth to over $30 million in annual revenue run rate in four years. Mr. Glass is a serial technology entrepreneur, having founded or held senior positions at four venture-backed technology companies.

Prior to Bizo, Mr. Glass led the marketing and product management teams as a Senior Vice President and General Manager of Advertising Products at ZoomInfo, a business information search engine, where he honed his B2B marketing skill-set and developed his love for data. In 1999, he founded and led AGEA Corp., an interactive notification software company, until selling it to Avalon Digital Marketing in 2003, where he served as Vice President of Enterprise Solutions. Mr. Glass is a graduate of Duke University.

Russell Glass CEO Bizo www.bizo.com

Page 9: Attendee Program Guide - JEGI€¦ · from global Fortune 100 companies to just-conceived startups – across all major industries. The firm’s industry-focused practices, including

Speaker Bios Speaker Bios

15

Sheldon Owen is the CEO and Co-Founder of Unified Social, the creators of the first cloud-based social operating platform for global brands and agencies. Mr. Owen’s vision and corporate direction have made UNIFIED an award-winning company and one of the fastest growing social marketing technology platforms in the industry.

Mr. Owen has over 15 years of experience in developing and operating emerging technology and digital media companies. He has successfully managed over $1 billion in digital media campaigns throughout his career and has worked with global brands such as Verizon, Starbucks, Unilever, P&G and BMW. Mr. Owen is an active board member, start-up advisor and angel investor.

Prior to starting UNIFIED, Mr. Owen served in several executive roles within TrafficMarketplace, a leading digital marketing company, through its successful acquisition in 2010. During his tenure, he managed a $90 million P&L and created one of the fastest growing social ad networks in the industry. TrafficMarketplace’s social business grew from zero to $50 million annual run-rate within 18 months of launch and became a charter partner in the Facebook API Key and Facebook Approved Ad Platform programs. Mr. Owen has previously served in a variety of senior executive roles throughout his career, including VP of Marketing of a $300 million division at CA Technologies, Inc. (NASDAQ: CA).

Sheldon Owen CEO & Co-Founder Unified Social www.unifiedsocial.com

Richard Mead, a Managing Director with JEGI, represents B2B media and information companies in an M&A advisory capacity. Since joining JEGI in 1997, Mr. Mead has overseen a number of the firm’s signature transactions.

Notable recent transactions include:

• AGENDA Joining Reed Exhibitions;• The sale of MMPI Canada to Informa;• The sale of Northstar Travel Media to The Wicks Group of Companies;• The sale of GLM to Providence Equity Partners; and• The sale of Rigzone to Dice Holdings.

Educated and trained as a Chartered Accountant in the UK, Mr. Mead offers clients a broad cross-section of experience as buyer, seller and advisor to public and private companies. He has participated in more than 300 transactions of all sizes and complexities since moving to the US in 1983. Previously, Mr. Mead served as Senior Vice President at Dow Jones/Teleres, President & CEO of Black’s Guide, Vice President of Finance and CFO of Advanstar Communications and an international M&A Partner at Ernst & Young and KPMG.

He earned a BA Honors in Economics and Accounting from the University of Bristol, UK and a Master of Science in Management Science and Operational Research at Warwick Business School, UK.

Richard Mead Managing Director The Jordan, Edmiston Group, Inc. www.jegi.com

Brian Longe has spent more than half of his career leading companies that specialize in developing information technology and solutions for the financial services industry. He is currently CEO of Wolters Kluwer’s Financial & Compliance Services division, which is a global leader in providing risk management, finance, compliance and audit professionals with solutions to help them make the best possible decisions in a rapidly evolving environment.

Mr. Longe joined Wolters Kluwer in 2005 as President and CEO of its Financial Services business unit, where he transformed the group from a U.S.-focused compliance company to a leading global risk management, compliance, finance and audit business.

Prior to joining Wolters Kluwer, Mr. Longe served as CEO of Paragon Corporate Holdings, as well as President and CEO of its largest unit, AB Dick Company. Previously, he served as President of Bell and Howell, as well as having leadership roles at First Image Management Company (a subsidiary of First Data Corp), Pacificare Health Systems and Ford Motor Company. Having led businesses in several industries, he has been responsible for multiple turnarounds and has created several award winning products.

Mr. Longe serves on the national Board of Directors for Operation HOPE and is a board member of Trianon, an investment and development firm. He is a member of the Advisory Board for the Weisman Art Museum at the University of Minnesota.

Brian Longe CEO Wolters Kluwer Financial & Compliance Services www.wolterskluwer.com

Gracia Martore is President and CEO of Gannett Co., Inc. She first joined the company in 1985 as Assistant Treasurer. In 2003, she became SVP and CFO and was appointed to Gannett’s Management Committee. In 2005, Ms. Martore became EVP and CFO, and then President and COO in 2010. In October 2011, she was named President and CEO.

Since becoming CEO, Ms. Martore has been a catalyst for transformative change at Gannett. She has used her deep knowledge of the company and the media industries to launch a strategy and capital allocation plan to return Gannett to long-term growth. The company is enhancing its core news and marketing businesses; leveraging its brand advantages; and accelerating growth by entering new, high-potential businesses – while maintaining a strong financial profile.

Ms. Martore has received numerous honors, including being named one of the “50 Most Powerful Women in Business” by Fortune and was among Forbes’ “100 Most Powerful Women” in 2012. She was also named one of Washington’s “100 Most Powerful Women” by Washingtonian. Institutional Investor named Ms. Martore one of the best CFOs in America and ranked her the Best CFO in America in publishing/advertising category for three consecutive years (2004-2006).

Currently, Ms. Martore serves on the Boards of Directors of FM Global and MeadWestvaco Corporation.

Gracia Martore President & CEO Gannett www.gannett.com

Page 10: Attendee Program Guide - JEGI€¦ · from global Fortune 100 companies to just-conceived startups – across all major industries. The firm’s industry-focused practices, including

Speaker Bios Speaker Bios

17

Rick Smolen joined IntraLinks in 2004 and is currently the SVP of the North America Advisory Business. Mr. Smolen and his team are responsible for empowering the investment banking and legal communities in their acceleration of deal lifecycles. With robust virtual data room technology solutions, these communities can do more in less time, including Due Diligence, Deal Sourcing, Deal Marketing, and Pre/Post Close Activities. Rick’s team works extensively with leading Advisory Firms, Fortune 1000 Companies, Private Equity firms and their affiliates, and the overall deal community.

Mr. Smolen has previously held various positions at IntraLinks, including the SVP of Sales in the Asia Pacific Region.

Prior to joining IntraLinks, Mr. Smolen held a variety of positions at Thomson Financial, Baseline and AlliedSignal. He has a Bachelor of Science degree in Finance from The Pennsylvania State University and is based in Hong Kong.

Rick Smolen SVP, North America Advisory Business IntraLinks www.intralinks.com

Randall Rothenberg is the President and CEO of the Interactive Advertising Bureau (IAB), the trade association for interactive marketing in the U.S. The IAB represents over 500 leading interactive companies, including Facebook, Google, Yahoo, Microsoft, AOL, Walt Disney Co., NBC Universal, CBS, and scores of other ad-supported digital media companies, which are responsible for selling more than 86% of online advertising in the U.S. To support the growth of the interactive advertising and marketing industries, the IAB serves as the industry’s public policy and lobbying organization, market and consumer research center, training and development base, and hub for the development of technical standards and operating best practices. The IAB has 37 affiliate associations around the world.

Mr. Rothenberg led the IAB from 2007 through 2010, and rejoined the association in March 2011, after a stint as Executive Vice President and Chief Digital Officer of Time Inc. Prior to his IAB role, Mr. Rothenberg was the Senior Director of Intellectual Capital of Booz Allen Hamilton and previously served as the firm’s Chief Marketing Officer.

Prior to Booz Allen, Mr. Rothenberg spent six years at The New York Times. For 10 years, he was a marketing and media columnist for Advertising Age, and he continues to blog on the subject at www.randallrothenberg.com.

Randall Rothenberg President & CEO Interactive Advertising Bureau (IAB) www.iab.net

Scott Peters, a Co-President of JEGI, represents a wide array of consumer and business information, marketing services and online media companies in an M&A advisory capacity. Having successfully completed over 80 transactions with JEGI, Mr. Peters offers clients a comprehensive understanding of the media, information and marketing services industries, with extensive sell-side, buy-side and advisory expertise.

Recent notable engagements include:

• The sale of McMurry and TMG Custom Media to The Wicks Group of Companies;• The sale of Empathy Lab to EPAM Systems;• The sale of Evanta to Leeds Equity Partners;• The sale of Aspire Media to F+W Media;• The sale of Northstar Travel Media to The Wicks Group of Companies;• The sale of Experient to Maritz Travel; and• The sale of Future’s US Music Division to NewBay Media.

Prior to his initial employment with JEGI, Mr. Peters was with Veronis Suhler Stevenson, where he served as director of research and later, director of business development for the investment bank and private equity fund.

Scott Peters Co-President The Jordan, Edmiston Group, Inc. www.jegi.com

John Rose is a Senior Partner and Managing Director in the New York office of The Boston Consulting Group (BCG). He is a leader of BCG’s TMT practice and its Digital Economy topic. He also leads a Global Convergence Initiative, which includes BCG’s multi-year tablet research program. Mr. Rose joined BCG from EMI, where he was Group Executive Vice President responsible for strategy and corporate development, digital distribution, global operations, and government affairs. Prior to EMI, he spent 20 years at McKinsey & Co, where he led the firm’s global media practice.

Mr. Rose’s many consulting assignments include: enterprise strategy for a white label mobile platform service provider; consumer discovery for a leading Tech company; b-to-b growth strategy for a leading information services provider; growth strategy for a leading web mobile content services company; incubation and building of a leading sports Internet portal; creation of the leading Hispanic Internet Portal; and product/market strategy for an interactive video content services provider, among many others.

At EMI, Mr. Rose was responsible for developing new digital distribution retailing models and creating a digital distribution business; leading a restructuring of the company that reduced staff size by 40% in two years; evaluating new approaches to retail trade promotion and pricing; and driving key merger discussions and sale of key assets.

Mr. Rose serves on the Board of Trustees of WNYC and Young Audiences.

John Rose Senior Partner & Managing Director The Boston Consulting Group www.bcg.com

Page 11: Attendee Program Guide - JEGI€¦ · from global Fortune 100 companies to just-conceived startups – across all major industries. The firm’s industry-focused practices, including

Michael Wiley leads Vivaki Ventures, which serves as the Publicis Groupe’s emerging media and technology identification, adoption and advisory practice. In this role, Mr. Wiley works closely with the Orange/Publicis Groupe investment fund managed by Iris Capital.

In addition, Mr. Wiley continues to lead social media across VivaKi and works closely with the Publicis Groupe agencies in order to insure best-in-class capabilities across the paid/owned/earned spectrum. He is responsible for standardizing platforms and services, education and training, as well as mergers and acquisitions. Mr. Wiley joined VivaKi in April 2011, becoming the first Chief Social Media Officer for an agency holding company.

Prior to VivaKi, he spent nearly five years at Edelman Digital in a variety of leadership positions, both global and domestic, and helped grow the practice from under 20 employees to approximately 500. Over the course of his Edelman tenure, Mr. Wiley performed work for a who’s who list of leading companies, including Abbott Labs, ABInBev, Disney, GM, Harley-Davidson, Kraft Foods, Microsoft, PepsiCo, Unilever and United.

Before joining Edelman, he spent nearly 10 years at General Motors, where he was Director of Global Emerging Technology and New Media. In this role, he created and ran a variety of innovative internal and external web properties, pioneered corporate adoption of streaming video, RSS, mobile applications, social media and social networking.

Mr. Wiley has a BA in economics from the University of Michigan and an MBA from Ellis College at the New York Institute of Technology.

Michael Wiley Chief Social Media Officer VivaKiwww.vivaki.com

About JEGI

19

Rich Tarrant, Jr. is the Founder, President, and CEO of Winooski, VT-based MyWebGrocer. For more than a decade, MyWebGrocer has provided digital solutions for grocery retailers and Consumer Package Goods brands, including eCommerce web sites, digital media, online circulars, e-mail marketing, mobile applications, social media strategies, advanced data analytics and customer acquisition programs. MyWebGrocer’s clients include 130 of the top national and international grocery retailers, such as Kroger, ShopRite and Winn-Dixie, representing more than 10,000 stores globally. MyWebGrocer also works with 200+ national CPG brands, including Kellogg’s, P&G and McCormick.

After graduating from the University of Vermont, Mr. Tarrant moved to New York City to work on Wall Street, brokering institutional Treasury Bills. In the early 1990’s, he started Amicus Healthcare Living Centers, a company that built and operated assisted living facilities in Massachusetts and Connecticut. When MyWebGrocer was founded in 1999, Mr. Tarrant remained on the board of Amicus, but shifted his day to day focus. Mr. Tarrant and his partners sold Amicus Healthcare in 2005.

Along with running MyWebGrocer, Mr. Tarrant sits on the Board of Trustees at Champlain College. He has been interviewed by top media publications, including The New York Times and Financial Times; Progressive Grocer, Supermarket News and eMarketer; and numerous local print, television and radio broadcast outlets. He is also a frequent speaker at industry events, including conferences hosted by the National Grocer’s Association, the InStore Marketing Institute, and the Grocery Manufacturers Association.

Rich Tarrant President & CEO MyWebGrocer www.mywebgrocer.com

Stefan Tornquist is Econsultancy’s Vice President for Research in North America. He and his team cover all digital marketing, as well as the intersections between the online and offline worlds. Mr. Tornquist’s research and commentary have been featured in mass media publications, such as The Wall Street Journal, BusinessWeek, and AdAge, as well as virtually every trade press outlet.

Prior to joining Econsultancy, Mr. Tornquist was the research director for MarkeingSherpa. Mr. Tornquist is a frequent speaker at industry events, including conferences by Ad:Tech, the Direct Marketing Association, iMedia, the Web Marketing Association, and many others.

Mr. Tornquist began the digital marketing phase of his career as co-founder of Bluestreak, the rich media pioneer that expanded into a full service marketing infrastructure provider and became part of the Isobar network of companies in 2007.

Stefan Tornquist Vice President,Research, North America Econsultancy www.econsultancy.com

Page 12: Attendee Program Guide - JEGI€¦ · from global Fortune 100 companies to just-conceived startups – across all major industries. The firm’s industry-focused practices, including

About JEGIAbout JEGI

“Our independence sets us apart, and this means we have a relentless focus on maximizing value for our clients. In fact, top management is involved through each step of every transaction.”

– Wilma Jordan, Founder & CEO

As founder and CEO of the most successful investment bank for media, information, marketing services and technology, Ms. Jordan has overseen the completion of 500 transactions and has been instrumental in forging the firm’s reputation for excellence and integrity.

“We’re in the convergence “sweet spot,” and our experience and expertise in media, information, marketing services and technology positions us among the thought leaders in our sectors.”

– Tolman Geffs, Co-President

Mr. Geffs represents online media, interactive marketing services, and technology companies, and broader media businesses seeking to expand in new media markets.

“Private equity firms tap JEGI for our sector expertise. We help them complete M&A transactions, maximize the value of their assets, and deliver research and insight on industry trends and challenges.”

– Scott Peters, Co-President

Mr. Peters represents consumer and B2B media, business information, marketing services and online media companies in an M&A advisory capacity.

“Working from a comprehensive understanding of our client’s strategy and goals, we assemble a wide range of prospective buyers for every transaction. Then we conduct a rigorous, disciplined and highly effective sale process.”

– David Clark, Managing Director

Mr. Clark provides M&A advisory services to traditional and technology-enabled marketing services clients, and companies in adjacent markets, such as business information, market research and application software.

“On every assignment, we marshal unmatched deal strategy and negotiating skills, with in-depth technical and financial capabilities, to structure deals that enhance value to our clients. As a result, we have the highest closing rate for M&A transactions in media, information, marketing services and related technologies.”

– Richard Mead, Managing Director

Mr. Mead represents B2B media, exhibitions and conferences, and business information companies in an M&A advisory capacity. 21

The Jordan, Edmiston Group, Inc. (JEGI) of New York, NY, the leading independent investment bank for the media, information, marketing and technology sectors, celebrated its 25th anniversary in 2012. Since 1987, the firm has completed more than 500 high-profile M&A transactions for global corporations; middle-market and emerging companies; entrepreneurs; and private equity and venture capital firms.

JEGI has established an impeccable reputation in the marketplace, which reflects its superior performance on behalf of its clients. The firm’s executive leadership team has more than 300 years of combined experience across the key sectors that JEGI serves. For more information, visit www.jegi.com or contact JEGI’s Chief Marketing Officer Adam Gross at [email protected] or 212-754-0710.

The Jordan, Edmiston Group, Inc. 150 East 52nd Street, 18th Floor New York, NY 10022

Phone: (212) 754-0710 Website: www.jegi.com

Page 13: Attendee Program Guide - JEGI€¦ · from global Fortune 100 companies to just-conceived startups – across all major industries. The firm’s industry-focused practices, including

About JEGI About JEGI

“We creatively approach each engagement to deliver a customized solution that maximizes value and exceeds client’s expectations. We continuously transform our market coverage, as technology converges with content/data/marketing, through the prism of opportunity that it represents for our clients.”

– Amir Akhavan, Director

Mr. Akhavan provides M&A advisory services to online media, interactive marketing services and technology companies.

23

“For over 25 years, JEGI has helped clients anticipate important market trends and opportunities, address hot button issues, and prepare well in advance for the inevitable challenges that surface during an M&A process. ”

– Chris Calton, Managing Director

Mr. Calton represents clients in the healthcare IT, healthcare outsourcing services, healthcare informatics, and EH&S software industries.

“In the industries we cover, we go broad and we go deep, with immediate access to all key decision-makers.”

– Thomas Pecht, Managing Director, Regional Office

Mr. Pecht focuses on investment banking services for small- to middle-market media companies.

“Our corporate culture is built on teamwork, integrity and professionalism. And together we bring to our clients more than 300 years of combined senior-level media, information, and marketing services experience.”

– William Hitzig, Chief Operating Officer

Mr. Hitzig joined JEGI in 1996 and has participated in nearly 300 of JEGI’s transactions. In addition to his business operations and legal affairs responsibilities, Mr. Hitzig oversees JEGI’s best practices, quality control, and compliance matters.

“Our ongoing commitment to a wide range of thought leadership initiatives is an essential element in JEGI’s approach to providing the highest level of service to its core sectors and has helped propel us to #1 in our markets.”

– Adam Gross, Chief Marketing Officer

Mr. Gross has nearly 15 years of investment banking experience and oversees JEGI’s marketing and business development functions, international partnerships, and thought leadership efforts.

“From our rigorous and disciplined process, to our unparalleled market intelligence, to the depth and professionalism of our client services team, JEGI is dedicated to a best practices approach to its M&A advisory services.”

– Thomas Creaser, Executive Vice President, Professional Services Group

Mr. Creaser is responsible for overseeing the internal operations of JEGI’s client engagements, project management, and its client services team.

Page 14: Attendee Program Guide - JEGI€¦ · from global Fortune 100 companies to just-conceived startups – across all major industries. The firm’s industry-focused practices, including

Notes

25

2012 Transactions

JEGI Successfully Completes 17 Deals in 2012, Totaling Nearly $1 Billion of Shareholder Value

150 East 52nd Street, 18th Floor New York, NY 10022 212-754-0710 www.jegi.com

Wilma Jordan Founder & CEO [email protected]

Scott Peters Co-President [email protected]

David Clark Managing Director [email protected]

Tolman Geffs Co-President

[email protected]

Contact Us to Discuss the Maketplace and Your Company’s M&A Strategy

Richard Mead Managing Director [email protected]

Chris Calton Managing Director [email protected]

july 2012

has been soldto

the leading provider of news,information, events, and datato the global travel, meetings

and hospitality industries

july 2012

has sold

to

the leading Canadian producerof trade shows, conferences

and consumer shows

for $53,000,000

july 2012

has been soldto

a leading consumer enthusiast community, content and ecommerce provider

parent company of

august 2012

has been soldto

a global leader in digitalengagement specializing in

promotions and loyalty campaignsacross mobile, social and web

october 2012

has sold

to

a portfolio company of

the leading provider of sales enablementand business intelligence SaaS solutions

&

october 2012

has been soldto

an award winning publisher of online primary source collections

for university research

october 2012

has been soldto

SaaS-based applicationsfor the consumer products

licensing industry

Bill Hitzig Chief Operating Officer

[email protected]

Tom Pecht Managing Director [email protected]

Adam Gross Chief Marketing Officer [email protected]

Tom Creaser Executive Vice President

[email protected]

Amir Akhavan Director

[email protected]

december 2012

has been soldto

the leading provider of newsand information for the European

entertainment and technology markets

a portfolio company of

december 2012

the leading full servicecontent marketing firm

has been soldto

december 2012

the leading full servicecontent marketing firm

has been soldto

december 2012

has joined

the leading event for the streetwearand action sports industries

december 2012

a marketing research firm

a portfolio company of

has sold

to

september 2012

has sold

to

a division of DMGT plc

a leading peer-to-peer leadership platform for Fortune 1000 C-suite executives

for $94,000,000

december 2012

has been soldto

a leading digital strategy and experience design firm

focused on delivering e-commerce and broadband video solutions

and a portfolio company of

january 2012

has sold the assets of

to

FUTURE MUSIC US

a portfolio company of

april 2012

has been soldto

THE RIVERSIDE COMPANY

VS&A COMM PARTNERSFUND II

a leading provider ofintegrated event solutions

anda portfolio company of

and

may 2012

has been soldto

a SaaS marketing platform (CRM)for real-time, multi-stage, and

multi-channel marketing includingsocial media, email, and mobile

Page 15: Attendee Program Guide - JEGI€¦ · from global Fortune 100 companies to just-conceived startups – across all major industries. The firm’s industry-focused practices, including

Notes

27

Notes

Page 16: Attendee Program Guide - JEGI€¦ · from global Fortune 100 companies to just-conceived startups – across all major industries. The firm’s industry-focused practices, including

Notes

29

Notes

Page 17: Attendee Program Guide - JEGI€¦ · from global Fortune 100 companies to just-conceived startups – across all major industries. The firm’s industry-focused practices, including

The Jordan, Edmiston Group, Inc.150 East 52nd Street, 18th FloorNew York, NY 10022

Phone: 212.754.0710Fax: 212.754.0337Web: www.jegi.com