The Tech Exit Playbook: Navigating Liquidity Events in Tech

Navigating a liquidity event in the technology sector requires disciplined preparation, strategic insight, and experienced guidance. As buyers grow more sophisticated and diligence requirements intensify, technology executives must be transaction-ready across financial, legal, operational, and strategic dimensions to achieve optimal outcomes. This executive-focused program brings together CFOs, General Counsels, investment bankers, private equity investors, and advisors to share practical perspectives on preparing for and executing a successful transaction. Through panels, presentations, and fireside chats, the program covers the full lifecycle of a liquidity event — from early readiness and financial preparedness to legal considerations, deal positioning, value maximization, and post-close value creation. Attendees will gain actionable insights into what buyers and sponsors look for in today's market, how to prepare management teams for diligence and negotiations, and how to position their companies for a successful transaction and future growth. Ticketing: free for MTLC members; $100 for future members. All registrations require approval. Refunds are available up to 7 days before the event, less the 3.2% payment platform fee.

8:15 AM · Arrival and networking 8:45 AM · Welcome 8:55 AM · Preparing for a liquidity event 9:50 AM · Financial preparedness for a transaction 10:40 AM · Break and networking 10:55 AM · Legal and regulatory considerations in M&A and capital markets 11:45 AM · From capital raise to exit: how to prepare in the AI era 12:30 PM · Break to get lunch 12:45 PM · Private equity perspectives: value creation before and after the deal