Private Equity Transactions Symposium 2020 - 7 October

Steven Cohen

Steve Cohen joined Wachtell, Lipton, Rosen & Katz in 1992 and became a partner in 2000. He practices corporate and securities law, concentrating on corporate governance and complex mergers and acquisitions. He has represented numerous public and private businesses, and their boards and special committees, in M&A, spin-off and other reorganization transactions, both friendly and contested; as well as a variety of entrepreneurs in establishing and growing new businesses; and companies and boards in connection with shareholder activism and proxy contests. Mr. Cohen has also worked extensively on a variety of cross-border transactions.

Charles Martin

Charles works principally in M&A and private equity, acting for sponsors, corporates and family offices.

He is rated in the top tiers of the most highly recommended M&A and private equity lawyers in the UK by the leading directories. Much of his work is cross-border. He is an officer of and actively involved in the International Bar Association.

He is a trustee of the 29th May 1961 Charity, the Visitors’ Art Foundation, Outside In and Pallant House Gallery, and is actively involved in supporting a number of other charities.

He was Senior Partner of the firm from 2008 to 2020 and stepped down to focus on client work and relationships.

Simon Lyons

Simon Lyons is a Partner in the Strategic Advisory Group at PJT Partners, based in London. Prior to joining PJT Partners in 2015, Mr. Lyons worked at UBS for 12 years, most recently serving as the Head of UK M&A. Mr. Lyons has advised government, corporate and private equity clients on major M&A, restructuring, equity and debt capital markets transactions. Over the course of his career, Mr. Lyons has advised on M&A transactions totalling more than US$300 billion. Mr. Lyons graduated from Oxford University with a first class degree in Modern Languages.

Gregory Dalvito

Gregory Dalvito is a Partner in the Strategic Advisory Group at PJT Partners, based in New York. Prior to joining PJT Partners, Mr. Dalvito was Co-Head of Technology Investment Banking and a member of the Investment Banking Operating Committee at Barclays. Mr. Dalvito has over 25 years of experience working with clients across all sectors of technology. Mr. Dalvito previously served as Co-Head of TMT M&A, Co-Chairman of the firm’s Fairness and Valuation Committee and Head of Standards and Practices. Over the course of his career, Mr. Dalvito advised on transactions with an aggregate value in excess of $450 billion. Prior to joining Barclays, Mr. Dalvito was head of Media M&A at Lehman Brothers and was a senior member of the Citigroup/Salomon Brothers M&A department. Mr. Dalvito received a BA from the University of Michigan and an MBA from Columbia Business School.

Jason Glover

Managing Partner of our London office and a member of the Firm’s Executive Committee, Jason Glover is among the most respected international private funds practitioners, representing many of the leading European and developing-market PE firms in structuring complex global funds. Overseeing the Firm’s funds practice in Europe, Jason’s clients include Actis, Affinity, Apax, BC Partners, Bridgepoint, CapVest, Cinven, Coller Capital, CVC, EQT, Oakley Capital, Softbank Group and Triton. His practice also includes structuring complex employee leveraged co-investment plans together with carried interest and other compensation plans. Recently, the Chambers 100 list ranked Jason in the top 10 of the best UK business lawyers. Including Jason on its “Legal Power 30” list, Private Equity Manager declared him to be “one of the leading lights of big-ticket private equity fund formation work in Europe.”

Betty Hung

Betty Hung joined Vista Equity Partners in 2007 and sits on the Vista Flagship Funds’ Investment Committee. Ms. Hung currently sits on the boards of Advanced, CentralSquare, Cvent, EAB, EagleView, Finastra, Infoblox, PowerSchool, TIBCO and Xactly. Prior to her role as a Managing Director, Ms. Hung was an Operating Senior Vice President, served as the Chief Financial Officer of SumTotal and was the Chief Operating Officer of Vista Consulting Group.

Prior to joining Vista, Ms. Hung served as the CFO at OSIsoft and before that worked at Goldman, Sachs & Co. as a Vice President in the High Technology Group. Ms. Hung graduated from Wellesley College with a BA in Economics and Chinese.

Monti Saroya

Monti Saroya joined Vista Equity Partners in 2008. Mr. Saroya is Co-Head of the Vista Flagship Fund and sits on its’ Investment Committee. He currently sits on the boards of Advanced, Allvue Systems, Apptio, Aspira, Cvent, Datto, Finastra, iCIMS, Infoblox, MINDBODY, Omnitracs, Solera and Xactly, and is actively involved in the firm’s investment in Jio and Vivid Seats. Mr. Saroya was also actively involved in the firm’s investments in Marketo, SumTotal, The ACTIVE Network, Turaz, Transfirst and Zywave.

Prior to joining Vista, Mr. Saroya worked as a senior research analyst for JMP Securities, where he provided research for buy-side clients on public on-demand (SaaS) companies. Mr. Saroya previously worked as an associate for the enterprise software/applications team. Before his time with JMP, Mr. Saroya worked for Siebel Systems in a sales capacity for the CRM On Demand division. Prior to Siebel, Mr. Saroya worked for Cisco Systems in various operations roles.

Sir Martin Sorrell

Sir Martin was CEO of WPP for 33 years, building it from a £1 million 'shell' company in 1985 into the world's largest advertising and marketing services company, with a market capitalisation of over £16 billion when he left.

Prior to that, he was Group Financial Director of Saatchi & Saatchi Company plc for nine years, and worked for James Gulliver, Mark McCormack and Glendinning Associates before that.

Sir Martin supports a number of leading business schools and universities, including his alma maters, Harvard Business School and Cambridge University, and a number of charities, including his family foundation.

Daniel Pinto

Daniel Pinto is Chairman and Chief Executive of Stanhope Capital, a group he founded in 2004. Stanhope Capital overseas $13.5 billion for private and institutional clients from offices in London, Geneva and Paris.

The group is active in four areas: Wealth Management, Investment Consulting, Private Investment and Merchant Banking.

Prior to launching Stanhope Capital, Daniel was a Senior Banker at UBS Warburg. He was also Chief Executive of a private equity fund backed by CVC Capital Partners.

Daniel sits on several prominent boards including Chateau Margaux and S4 Capital Plc, the London listed digital media and advertising group. He founded the New City Initiative, a think tank comprised of the leading independent UK and European investment management firms.

Daniel regularly contributes economic and financial editorials to leading newspapers. He is the author of ‘Capital Wars’ a book published by Bloomsbury in early 2014. His book won the prestigious Turgot prize and the HEC/Manpower Foundation prize.

Daniel holds an MBA from Harvard Business School, an MA in Economics from Institut d’Etudes Politiques de Paris and an MSc in Finance from Université Paris-Dauphine.