welcome message greetings, - jegi...the boston consulting group phone: (212) 446-2616 e-mail:...

Welcome to The Jordan, Edmiston Group, Inc.’s (JEGI’s) 2012 Media & Technology Conference. We are pleased that you have joined us for our 8th annual conference. This year’s event is especially meaningful, because it coincides with our 25th anniversary of serving the fast-changing and dynamic media, information, marketing services and technology sectors.

Given the high level of interest in this event, we have moved our setting this year to the elegant, and significantly larger, 10 on the Park at the Time Warner Center in New York City. Our annual conference includes an afternoon of highly relevant, actionable programming, featuring a roster of dynamic, world-class speakers, and networking with more than 250 senior level industry executive attendees from across the key sectors that JEGI serves.

This year’s event is focused on “Rebooting for Growth in the Digital Age”. As the media and technology markets continue to evolve and converge at a torrid pace, companies are increasingly seeking ways to drive growth and generate new revenue streams. Our goal this afternoon is to provide you with an invigorating program of content and networking that sends you away with at least three great ideas for you to take back to the office for further consideration and discussion.

As always, we are extremely grateful to our sponsors for their support. They include: The Boston Consulting Group; Econsultancy; GE Capital; The 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.

Greetings,Welcome Message

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

Program

Program

registration, lunch, opening remarks and jegi m&a overview session

opening remarks

Wilma Jordan, Founder & CEO, The Jordan, Edmiston Group

jegi m&a overview

Richard Mead, Managing Director, The Jordan, Edmiston Group

Tolman Geffs, Co-President, The Jordan, Edmiston Group

David Clark, Managing Director, The Jordan, Edmiston Group

Scott Peters, Co-President, The Jordan, Edmiston Group

fireside chat

moderator:

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

opening keynote: Thomas Quinlan, President & CEO, R.R. Donnelley & Sons Company

getting closer to the consumer with smarter datamoderator: Tolman Geffs, Co-President, The Jordan, Edmiston Grouppanelists: Russell Glass, CEO, Bizo Eric Roza, CEO, DataLogix Eric Stein, EVP, Online Solutions, Epsilon Data Management

11:30 am-12:30 pm

11:55 am-12:00 pm

12:00-12:30 pm

12:30-1:00 pm

1:00-1:35 pm

ProgramProgram

legal update

Charles Engros, Managing Partner, Morgan Lewis

media industry survey findings

Stefan Tornquist, Vice President, Research (US), Econsultancy

break

keynote speaker

David Williams, CEO, Merkle

the continuing rise of big data

moderator:

Anthea Stratigos, Co-Founder & CEO, Outsell

panelists:

Frank Bober, CEO, StyleSight

Charles Kaminski, Senior Director, Technology, LexisNexis

Yuchun Lee, VP & GM, IBM Enterprise Marketing Management Group

year-end m&a overview

Wade Callison, SVP, Product Marketing & Product Management, Intralinks

the talent imperativemoderator: Karen Danziger, Managing Partner, The Howard-Sloan-Koller Grouppanelist: Susan Quackenbush, VP, Human Resources, DMG Information & Events

1:35-1:50 pm

1:50-2:05 pm

2:05-2:35 pm

2:35-3:05 pm

3:05-3:40 pm

3:40-3:55 pm

3:55-4:10 pm

the media equation: paid + owned + earnedmoderator: Rishad Tobaccowala, Chief Strategy & Innovation Officer, VivaKipanelists: Deanna Brown, CEO, Federated Media Don Scales, President & CEO, iCrossing Jamie Tedford, Founder & CEO, Brand Networks

capital markets update Daniel Damon, Managing Director, GE Capital

closing keynote George Colony, Chairman & CEO, Forrester Research

closing remarks and cocktail reception Wilma Jordan, Founder & CEO, The Jordan, Edmiston Group

4:10-4:45 pm

4:45-5:00 pm

5:00-5:30 pm

5:30-6:30 pm

Program

Speaker Bios Sponsors

sponsored by:

association sponsor:

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

Sponsors

SponsorsSponsors

John Rose Senior Partner and Managing Director The Boston Consulting Group

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

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.

Sponsors

Stefan Tornquist Vice President, Research (US), Econsultancy

Phone: (718) 596-6367 E-mail: [email protected] Website: www.econsultancy.com

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 110,000+ members make better decisions, build business cases, find the best suppliers, look smart in meetings and accelerate their careers.

SponsorsSponsors

Daniel Damon Managing Director GE Capital Markets

Phone: (212) 370-8019 E-mail: [email protected] Website: www.americas.gecapital.com/financing- solutions/telecom-media-technology-financing

GE Capital’s Telecom, Media and Technology (TMT) business, formally Media, Communications and Entertainment, 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.

Sponsors

Karen Danziger Managing Partner The Howard-Sloan-Koller Group

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

The Howard-Sloan-Koller Group (HSK) specializes in retained executive search in media, for digital and print media companies. HSK’s dedicated practices are built on deep market knowledge, as well as a long-established network of clients, candidates and friends. And, as media companies worldwide try to rapidly transform their businesses to keep pace with the competition and meet market demands, HSK’s ability to partner with a client to conduct a confidential search and craft a new organizational structure is a key ingredient to success.

“We have first-hand knowledge of the industries that we serve. Because we have worked in the professions in which we recruit and understand the intricacies of the job functions, we are adept at assessing a candidate’s qualifications. We aim to understand your business and your culture. We go beyond a person’s skills and experience to include the nebulous “fit”. We give you our commitment. When we undertake your assignment, we persevere until the hire is completed. We maintain close communication with you and modify our approach to bring the search to a successful close.”

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

SponsorsSponsors

Ann Mahon Director, Field Marketing IntraLinks

Phone: (212) 342-7601 E-mail: [email protected] Website: www.intralinks.com

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 blog.intralinks.com. You can also follow IntraLinks on Twitter at twitter.com/intralinks and Facebook at www.facebook.com/IntraLinks.

Sponsors

Annie Berger Marketing Manager Morgan Lewis

Phone: (212) 309-6166 E-mail: [email protected] Website: www.morganlewis.com

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 comprises nearly 3,000 professionals in 23 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.

Association Sponsor Speaker Bios

Jennifer Hansen Program Manager, Content Division Software & Information Industry Association

Phone: (949) 448-0545 E-mail: [email protected] Website: www.siia.net

Join Content Industry Leaders January 24th and 25th in New York. How do evolving relationships between partners, customers and suppliers affect YOUR business? Find out at the 11th annual Information Industry Summit (www.siia.net/iis), which brings leading industry thinkers and digital information executives together for a fresh look at the continuing evolution of digital content.

Highlights include:

• An all-new Buyer/Supplier Forum bringing buyers of content together with sellers for a timely discussion on how content will be delivered and licensed in an on-demand world;

• Hear from leaders from across the industry, including BNA, Strategic News Service, The Wall Street Journal, The Boston Globe, The Economist, Narrative Science, Genesys Partners, IDG, AdKeeper, Fortune, Elsevier, Newstex and Financial Times, speaking on key issues facing the digital content industry; and

• The 27th annual CODiE Awards Reception & Dinner, where you’ll meet the winners of companies voted as having the year’s best products and services.

To register, and for complete details, including the program, visit www.siia.net/iis. This conference is produced by the Software & Information Industry Association’s (SIIA) Content Division, which shapes and supports leading Information and Media companies by providing leadership, advocacy, critical market information, and business development opportunities.

Speaker Bios

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. Ms. Jordan’s vast media industry experience includes having founded, owned, managed, advised and served on the Board of Directors of publishing, broadcasting, marketing services and Internet businesses.

Ms. Jordan was one of the founders and initial shareholders of the 13-30 Corporation. She also participated as shareholder, chief operating officer and principal negotiator in the revitalization and 1986 sale of Esquire Magazine Group.

Ms. Jordan has served on the Board of Directors of five public companies – Lin Broadcasting (NYSE), Lin television (NASDAQ), Clayton Homes (NYSE), Lin TV (NYSE) and Blyth, Inc. (NYSE). In addition, she is a Trustee of Guideposts, Inc.

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

Speaker Bios Speaker Bios

Amir Akhavan, a Director with JEGI, represents online media, marketing services, technology, and information companies in an M&A advisory capacity. Mr. Akhavan has also assisted broader media, publishing and exhibition companies in mergers, acquisitions and divestitures.

Recent notable engagements include:

• 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 • Accela Communications, in its sale to KIT Digital.

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

Mr. Akhavan earned his Master’s degree from the University of Virginia as an Ernst & Young YMP scholar and his Bachelors from the University of Southern California (USC). Mr. Akhavan is on the Executive Committee of USC’s Board of Governors and is a CPA.

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

Speaker Bios

Stylesight is the brainchild of apparel industry veteran, Frank Bober. Answering a long-ignored call from the industry for a faster and more effective approach to the process of product inspiration and development, Mr. Bober founded Stylesight in 2003. He is a technological pioneer, applying the latest advancements of new software solutions to the trend forecasting, product development, design and merchandising industries.

Mr. Bober’s career began in the 1960’s as a menswear designer with a collection under his name. He held senior executive positions at Arthur Richards and Polo, before launching his own company in the private label arena, leading to more than 15 years in the design and manufacture of men’s and women’s apparel. He founded CMT Enterprises in 1979, pioneering an innovative private label concept of apparel design and product development. During 21 years under Mr. Bober’s leadership, CMT designed and produced private brands for many top American retailers, including Saks Fifth Avenue, QVC and Limited Stores.

Frank Bober Founder & CEO Stylesight www.stylesight.com


Deanna Brown is Federated Media’s (FMP’s) CEO and is responsible for overseeing all strategic business goals and day-to-day operations for the company. Prior to joining FMP in 2009, she served as President at Scripps Networks Digital, where she led the charge on bringing Scripps more fully into the digital space. In 1995, she co-founded CondeNet, the digital division of publisher CondeNast.

Ms. Brown also held VP and General Manager titles at Yahoo and AOL, and founded other successful media companies, including Powerful Media/Inside.com (acquired by Primedia) and Gaming Industry News (acquired by Ziff Davis).

Ms. Brown began her career as a founding member of a small L.A. advertising agency, upon graduating from the University of Southern California. She has more than twenty-five years’ experience as a seasoned media executive, entrepreneur and Fortune 500 executive.

Deanna Brown Chief Executive Officer Federated Media www.federatedmedia.net

Speaker Bios

Wade Callison joined IntraLinks in April 2009 as Senior Vice President of Product Management. In his role, he is responsible for product strategy, product management, product marketing and analyst relations. Prior to joining IntraLinks, Mr. Callison held several prominent positions within the computer software industry, including roles at Serenti, Voyence, Scient and Lucent Technologies. Most recently, Mr. Callison worked with BearingPoint as a Managing Director in the Financial Services system integration practice. Mr. Callison has more than two decades of experience working within the information and technology and services industry. He holds an MBA in Marketing and a B.S. in Computer Science, both from Texas A&M University.

Wade Callison SVP, Product Marketing & Product Management Intralinks www.intralinks.com


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.


• Sale of Blue State Digital to WPP Digital; • Sale of All Island Media to Wafra Partners; and • Hearst Corporation’s acquisition of iCrossing.

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 NASD representative.

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

Speaker Bios

As founder and CEO of Forrester Research, George Colony is one of the most influential thought leaders in the world of business and technology. During his nearly 30-year career, Mr. Colony has become a trusted advisor to CEOs of leading global companies by providing forward-looking and pragmatic analysis on the impact of technology change on business.

Under Mr. Colony’s leadership, Forrester operates with the mission to make leaders successful every day and the vision that “technology changes everything” — business, society, government, and consumers. Since Forrester’s inception in 1983, its commitment to both the mission and vision has created one of the most successful technology and market research firms worldwide, garnering accolades from Forbes magazine as one of the “200 best small companies in America” in 2008 and from Fortune Small Business as one of the top 100 Fastest-Growing Companies.

Mr. Colony ‘s “direct approach and refreshing candor,” as noted by BusinessWeek, is one of the key reasons executives seek his guidance on technology and marketing strategies, IT and personal technology trends, and a range of leadership issues. Throughout his career, Mr. Colony has made provocative, tenacious, and groundbreaking technology calls, including the birth of client/server computing, the dot-com implosion, the rise of Social Computing, the transition from IT to BT (business technology), and the burgeoning opportunities enabled by the extended Internet (X Internet), which connects the physical world of things to the digital world of information. Mr. Colony ‘s analysis has been quoted in The Wall Street Journal, The Times (London), The Economist, Wired, and BusinessWeek, among numerous other publications and social media.

George Colony Chairman & CEO Forrester Research www.forrester.com


Daniel Damon joined GE Capital Markets in 2007 and is responsible for originating, structuring and syndicating lead agent transactions to private equity sponsors and corporate clients with a focus on the Telecom, Media and Technology industries. Prior to joining GE, Mr. Damon spent 15 years in the Capital Markets group at The Bank of New York, most recently as head of the Structuring Group. Mr. Damon has extensive transaction experience across all sectors of the telecom/media industries, including broadcasting, B2B publishing/trade shows, cable, data centers, leisure, out-of-home, towers, marketing services, software/SaaS, online and digital.

Daniel Damon Managing Director, Sponsor Finance Capital Markets, GE Capital www.americas.gecapital.com/financing-solutions/telecom-media-technology-financing

Speaker Bios

Karen Danziger is a Managing Partner of The Howard-Sloan-Koller Group, a boutique executive search firm specializing in searches for media, advertising, information and technology businesses. Ms. Danziger directs the firm’s recruitment in the areas of cross-platform Content and Creative direction, as well as Public Relations and Corporate Communications, while also playing a lead role in General Management and CEO searches. She also supervises the firm’s general operations and best practices. Karen joined HSK in 1988 to build the firm’s capabilities on the content side of the media business, after a 12-year career in editorial leadership.

Prior to entering the search business, Ms. Danziger was a content leader in B2B and Association publishing. She was the launch Editor-in-Chief of Software Business for CMP Media. Previously, she was an Editorial Director at the American Bar Association in Chicago, where she oversaw three magazines for attorneys.

Ms. Danziger has a BA in journalism and political science from the University of Michigan and is a member of the Online News Association, the Custom Publishing Council and Women in Communications.

Karen Danziger Managing Partner The Howard-Sloan-Koller Group www.hsksearch.com


Charlie 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 as industry leaders. Deals in which Mr. Engros has been engaged in the recent months include his representation of (i) Pearson in its $300 million purchase of Global Education and Technology Group in China in December (the largest acquisition in China last year by a US or UK company); (ii) Reed Elsevier in its acquisition in October of Accuity Holdings from Investcorp for approximately $530 million; (iii) the Daily Mail Group in its sale of George Little Management to Providence Equity Partners in September for $180 million; (iv) Pearson in its $400 million purchase of Connection Education from Apollo; (v) UBM’s recent acquisition of Canon Communications for $287 million; and (vi) 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

Speaker Bios

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

• Sale of I-Behavior to WPP; • Sale of Acerno to Akamai; • Sale of M:Metrics to comScore; • Sale of Focus Research to Ziff Davis; 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 and Harvard Business School.

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


Russell Glass is the CEO of Bizo, an online targeting platform for B2B publishers and advertisers. Mr. Glass is a serial technology entrepreneur, having founded or held senior positions at four venture-backed technology companies. He is deeply committed to ethical and transparent ad targeting that delivers results for B2B advertisers, while enhancing the online experiences for business-oriented web users.

Most recently, 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 business 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 Chief Executive Officer Bizo www.bizo.com

Speaker Bios

Charles Kaminski is the Senior Director, Technology at LexisNexis Risk Solutions. In this role, Mr. Kaminski consults on various lines of business and customers regarding open source technology solutions and data analytics to manage Big Data challenges. Prior to joining LexisNexis, Mr. Kaminski was the CEO of DataScout, a company focused on analyzing Internet data to manage web reputation and security. Previously, he worked for Accenture in financial services, and for NASA in the SolarSystem Exploration Division.

Charles Kaminski Senior Director, Technology LexisNexis www.lexisnexis.com


Yuchun Lee is the Vice President and General Manager of IBM’s Enterprise Marketing Management Group. Prior to his current role, Mr. Lee co-founded and served as the CEO of Unica, where he was responsible for Unica’s overall strategic direction and day-to-day business operations. Mr. Lee co-founded Unica in 1992 to meet the technology needs and challenges facing marketers. Under his leadership and unwavering commitment to customers and their success, Unica’s customer base grew to over 1,500 worldwide, and its technology has garnered top marks from Gartner, OVUM and Forrester Research.

A respected thought leader, Mr. Lee served on the Direct Marketing Association’s board of directors. As a published author, Mr. Lee has contributed articles to publications like Executive Technology magazine, has written “The DNA of Smart Business Growth” chapter for the Inside The Minds book series, and has co-authored the book Solving Data Mining Problems Through Pattern Recognition (Prentice-Hall). Under Mr. Lee’s leadership, Unica received top industry and business community recognition.

Mr. Lee holds both Bachelor and Master of Science degrees in Electrical Engineering and Computer Science from M.I.T. and an MBA from Babson College.

Yuchun Lee VP & General Manager IBM, Enterprise Marketing Management Group www.ibm.com

Speaker Bios

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:

• The sale of GLM to Providence Equity Partners for $180 million; • The sale of Rigzone to Dice Holdings; • The divestiture of Reed Elsevier’s B2B media portfolio in the US; and • The sale of Commonwealth Media to UBM for $152 million.

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


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.


• The sale of Cycle World to Bonnier; • The sale of Sequence Personal to RR Donnelley; • The sale of Journalism Online to RR Donnelley; and • The sale of Highline Financial to Thomson Reuters.

Mr. Peters offers a unique blend of traditional investment banking and direct operating experience. 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

Speaker Bios

Susan Quackenbush joined DMG Information & Events in November 2010 as VP, Human Resources, a newly-created position. In this role, she is charged with running the Talent Agenda and is focused on turning up the dial on talent across the DMG Information and Events’ portfolio of businesses; ensuring DMG Information & Events businesses have a real read on their talent, that the “Top 100” leaders in the group are the best people for the job they are in and that the businesses are doing what is needed to get them ready for tomorrow’s version of the job. Additionally, she works very closely with DMG Information and Event’s CEO and portfolio CEO’s across all talent axes, including leadership assessment and development, compensation alignment and recruitment.

Ms. Quackenbush offers a unique blend of human resources and finance experience. Before joining DMG, she was Head of HR for British Telecommunication’s Global Banking and Financial Markets segment. Prior to BT, Ms. Quackenbush was with Thomson-Reuters where she spent 13 years creating and building Thomson-Reuters’ MBA-level leadership development rotational program, driving employment brand recognition through a suite of internal and external career sites and identifying and developing future leaders, many of whom are still with the company today.

Ms. Quackenbush holds an MBA from Drexel University and a BS in environmental economics from Cook College, Rutgers University.

Susan Quackenbush VP, Human Resources DMG Information & Events www.dmgevents.com


Thomas Quinlan is the President and Chief Executive Officer of Chicago-based R.R. Donnelley & Sons Company, the largest provider of printing and print-related business services in the world, with approximately 58,000 employees, annual revenues of nearly $11 billion, and more than 600 locations around the globe.

Mr. Quinlan, 48, joined RR Donnelley in February 2004, and in 2006 became Group President, Global Services (comprising approximately 40% of RR Donnelley’s revenues), and Chief Financial Officer. From 2004 to 2006, he served RR Donnelley as Executive Vice President, Operations, with primary responsibility for the integration of RR Donnelley and Moore Wallace. Previously, at Moore Wallace from 2000 to 2004, Mr. Quinlan served as Executive Vice President, Operations; Executive Vice President, Business Integration; Executive Vice President, Office of the Chief Executive; and Treasurer. At Moore Wallace, he had primary responsibility for the integration of Moore Corporation Limited and Wallace Computer Services. He also had responsibility from time to time for all of Moore Wallace’s sales and manufacturing functions, and for all corporate staff functions, including, among others, human resources, information technology, benefits, legal, treasury, tax and credit and collections.

Mr. Quinlan holds an MBA in Finance from St. John’s University and a Bachelor of Science in Business Administration from Pace University.

Mr. Quinlan is a member of Business Roundtable. He is active in supporting organizations that focus on literacy, health and development and serves as a Director and a member of the Executive Committee for the National Merit Scholarship Corporation and on the Board of Trustees for Pace University.

Thomas Quinlan President & CEO R.R. Donnelley & Sons Company www.rrdonnelley.com

Speaker Bios

John Rose, a Senior Partner and Managing Director in the New York office of The Boston Consulting Group (BCG), leads the firm’s Global Convergence Initiative and is an active member of the Media, Technology & Communications and Private Equity practices. Mr. Rose joined BCG from EMI plc, where he was Group Executive Vice President. Prior to EMI, he spent 20 years at McKinsey & Co., where he was a Director and led the global media practice. Mr. Rose’s consulting work includes:

• Design and launch of a DTH satellite TV service; • Mobile content and search strategy for a magazine industry association; • Internet strategy for a global magazine company; • Merger assessment for two major magazine groups; • Incubation and build of a leading sports Internet portal; • Creation of the leading Hispanic Internet portal; • Acquisition of a leading TV broadcaster programmer; • Restructuring of the news division of a major broadcast network; • Design and launch of an interactive services business for a major sports league; and • Portfolio strategy for a major U.S. media company.

Mr. Rose received a BA in Mathematics, summa cum laude, from Wesleyan University. He earned a Masters in Public and Private Management from Yale University.

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


Since Eric Roza joined Datalogix in 2007, the company has emerged as the leader at integrating database marketing and digital media to the benefit of marketers and consumers. In prior roles, Mr. Roza helped launch the first multi-bank online banking service, the first commercial video-on-demand service, and the first integrated digital media center (awarded “Best Product” at the 2002 Consumer Electronics Show). Most recently, Mr. Roza founded the Managed Wireless division of Asurion, a company that has delivered a 1,000x return to its original investors.

He began his career with Bain & Company and holds degrees from the University of Michigan and Stanford.

Eric Roza Chief Executive Officer Datalogix www.datalogix.com

Speaker Bios

As President and Chief Executive Officer of iCrossing, Don Scales is responsible for worldwide operations and strategy. Mr. Scales joined iCrossing as President and Chief Operating Officer in 2006 to increase bottom-line profitability, streamline operations and improve the overall efficiency of the company. Under his management, iCrossing grew from a leader in search marketing to the largest independent global digital marketing agency to a subsidiary of Hearst Corporation.

Mr. Scales is an interactive industry veteran, with more than 25 years as an Executive Manager. Before joining iCrossing, he was Chief Executive Officer at Agency.com, where he managed all aspects of the agency’s worldwide operations. Mr. Scales also served as their Global Chief Operating Officer, North American President and Western Regional President.

Mr. Scales was a member of the Board of Directors for the Make-A-Wish Foundation of North Texas and a member of the Internet Task Force for Make-A-Wish Foundation of America from 2006-2010.

Mr. Scales has undergraduate degrees in chemical engineering and mathematical physics, and a master of chemical engineering from Rice University; he also has an MBA from Harvard Business School.

Don Scales President & CEO iCrossing www.icrossing.com


Eric Stein is the Executive Vice President of Online Solutions for Epsilon Data Management, and is responsible for identifying and integrating new opportunities in the digital marketing space. Mr. Stein is focused on leveraging Epsilon’s existing assets to build new solutions for clients, as well as looking externally to augment those capabilities.

Mr. Stein joined Epsilon from Google where he led two key integration projects on the DoubleClick business, following Google’s acquisition. Prior to that, he managed the Local Markets team and was responsible for Google’s efforts to bring online solutions to small and medium business advertisers.

Mr. Stein is a former Entrepreneur-in-Residence at Bessemer Ventures, where he led an effort to build a hedge fund using a new strategy relying on fundamental data from a variety of sources. He focused on the usefulness of new data sources for investment research as a co-founder of Majestic Research, a private research firm that provides unique fundamental insight into key performance metrics. Prior to Majestic Research, Mr. Stein was an early employee at DoubleClick and led several key areas of operations, including Abacus Online and International Media as VP and GM of both divisions.

Mr. Stein is a graduate of the University of Pennsylvania and Harvard Business School.

Eric Stein EVP, Online Solutions Epsilon Data Management www.epsilon.com

Speaker Bios

Anthea Stratigos co-founded Outsell, Inc. with Greg Chagaris, creating the leading research and advisory firm focused exclusively on the information and publishing industry. Ms. Stratigos established the company’s research agenda and served as the firm’s first chief analyst. As CEO, she draws upon her deep experience in research and analytic businesses to drive product development, operations, marketing, and general management to lead all facets of the organization. Ms. Stratigos is also Outsell’s primary spokesperson, identifying, writing, and speaking extensively about key trends in the industry. She chairs Outsell’s Leadership Council, a member-service for CEOs and senior executives of publishing and information-provider firms, and has an ongoing and trusted relationship with industry leaders across the publishing and commercial information marketplace. Ms. Stratigos is a board member of American Business Media and sits on the board of directors of Innodata Isogen, Inc.

Ms. Stratigos received her B.S. degree in Communication from Stanford University, and graduated from the Executive Marketing Program at Harvard University.

Anthea Stratigos Co-Founder & CEO Outsell, Inc. www.outsellinc.com


Jamie Tedford is the Founder and CEO of Brand Networks, a leading Facebook Preferred Developer and Ads API partner.

Brand Networks engineers social, local and mobile experiences for the world’s most-liked brands, such as Walmart, American Express and JetBlue. Because our work is “social by design”, each interaction generates organic stories that are amplified with Facebook Sponsored Stories leveraging our Story AMP platform.

Prior to founding Brand Networks, Mr. Tedford was the SVP Media Innovation at Arnold Worldwide. Mr. Tedford is also a founding Board Member of the Word of Mouth Marketing Association (WOMMA). He is a frequent contributor to Marketing Daily, and his commentary on Social Media, Word of Mouth Marketing, and Advertising has been featured in The New York Times, Mashable, CNN and ABC News.

Jamie Tedford Founder & CEO Brand Networks brandnetworksinc.com

Speaker Bios

Rishad Tobaccowala helps guide strategy and serves as a catalyst to innovation efforts across VivaKi – a Publicis Groupe entity that combines the collective scale, $70 billion of clout and 18,000 talented individuals sitting inside Big Fuel, Denuo, Digitas, Moxie, Performics, Razorfish, Starcom MediaVest Group (SMG) and ZenithOptimedia. Working closely with brand CEOs and VivaKi Country Chairs, he helps VivaKi’s companies show clients the way forward in an exciting and changing time for marketing.

Prior to his current role, Mr. Tobaccowala was CEO of Denuo – a Publicis Groupe company that invents, inspires and instigates new forms of creativity to help brands meet challenges of modern marketplaces.

Mr. Tobaccowala was named by BusinessWeek as one of the top business leaders for his pioneering innovation and TIME magazine dubbed him one of five “Marketing Innovators.” He was appointed to Advertising Age’s Interactive Hall of Fame; named Adweek’s 2000 Media All-Star for Interactive Media; and honored by OMMA as a Media Strategist All-Star in 2005. In 2011, Mr. Tobaccowala received a lifetime achievement award from SAMMA (South Asians in Marketing, Media and Entertainment).

In addition to the VivaKi board, he serves on the board of directors for Recycle Bank. Previous board seats include Audience Science and Snap. He also serves as an advisor to a broad range of companies, including Greycroft Partners, House Party, Marketshare Partners and Bright Tag, among many others.

Mr. Tobaccowala holds a bachelor’s degree from the University of Bombay and an MBA from the Booth School of Business at the University of Chicago.

Rishad Tobaccowala Chief Strategy & Innovation Officer VivaKi www.vivaki.com

Speaker Bios About JEGI

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

About JEGI

David Williams is Chairman and Chief Executive Officer of Merkle Inc. He acquired Merkle in 1988 and became its 24th employee. Today, Merkle has more than 1,500 employees in locations throughout the United States and is the nation’s largest and fastest-growing independent Customer Relationship Marketing agency.

Mr. Williams oversees the creation and delivery of quantitative information-based integrated customer marketing solutions for nationally recognized clients, including GEICO, DirecTV, P&G, Capital One, Microsoft, Disney, NIKE, DELL, Sanofi Aventis, Samsung, American Cancer Society and many others.

Under Mr. Williams’ leadership, Merkle has sustained 25% annual growth over the last 20 years and was recognized as a market leader by Forrester Research in 2003, 2006 and 2007. AdvertisingAge ranked Merkle as the 15th largest marketing services agency in the U.S. and 7th largest marketing services agency specializing in direct marketing. Mr. Williams was recognized by Winning Workplaces and Fortune magazine, as one of America’s Best Bosses of 2006, and was the 2007 Maryland Ernst & Young Entrepreneur of the Year.

Mr. Williams currently serves on the Board of Directors of the Direct Marketing Association and is a member of the Executive Committee. Mr. Williams also serves on the board at Howard County General Hospital.

Mr. Williams began his career at Butcher & Singer, a Philadelphia-based investment bank, and holds a BS in Business Administration from Shippensburg University in Pennsylvania.

David Williams Chairman & CEO Merkle www.merkleinc.com

Speaker Bios About JEGI

About JEGI

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

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

The Jordan, Edmiston Group, Inc. (JEGI) of New York, NY is the leading independent investment bank for the media, information, marketing services and technology sectors. Celebrating its 25th anniversary serving these fast-changing and dynamic markets, JEGI has completed more than 500 high-profile M&A transactions for global corporations; middle-market and emerging companies; entrepreneurs; families; 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 200 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.

Celebrating 25 Years!

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.

About JEGI

“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.

“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.

“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.

About JEGIAbout JEGI

“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.

“Our on going commitment to a wide range of thought leadership initiatives is an essential element to JEGI’s approach in 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 joined JEGI in 2000 and has nearly 15 years of investment banking experience. He is responsible for the firm’s marketing, business development, and thought leadership efforts.

“Our corporate culture is built on teamwork, integrity and professionalism. And together we bring to our clients more than 200 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.

About JEGI

“We creatively approach each engagement to deliver a customized solution that maximizes value and exceeds client’s expectations.”

– Amir Akhavan, Director

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

Speaker BiosAbout JEGI

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