Webcast held on June 10, 2009. One hour.

On April 16, 2009, application solutions vendor Unify announced it would acquire records management and archiving company AXS-One in an all-stock deal. AXS-One has strong technology but had become very financially stressed.

In this webcast, we discuss the merger with Unify’s CEO, Todd Wille. Topics include:

• AXS-One’s business and technology
• Unify’s business and technology
• Financial summary of both companies
• Nature of the synergism
• Terms of the deal
• The challenges to a successful outcome

Webcast 819.

Speakers

• David Ferris, Senior Analyst, Ferris Research. A technology analyst since 1991, David got into computer science research at Stanford University while working on a Ph.D. in philosophy. He wrote the first syndicated column in the computer industry and has since written hundreds of articles and bulletins and co-authored three books. Initially focusing on messaging technologies, David recently expanded his areas of knowledge to include compliance, archiving, content control, e-discovery, and data leak protection. He is frequently quoted in the technology and business press.
• Mike Stackpoole, Financing and M&A Analyst, Ferris Research. Mike has been involved in business sales and acquisitions for over 20 years. He assists companies making an acquisition or sale, beginning with initial strategic considerations, identifying potential purchasers or buy targets, and helping throughout the ensuing process, including negotiations, due diligence, and legal aspects. Mike is a U.K. Chartered Accountant (CPA equivalent). After business school he worked with KPMG and PWC. For the past 15 years, he has been a partner in a boutique corporate finance advisor firm.
• Todd Wille, President and CEO, Unify. Todd has led Unify since 2000. Under his leadership, the company completed a successful turnaround, achieving three acquisitions and seven straight quarters of revenue growth and profitability. In recognition of this accomplishment, in June 2008 Todd was named Best Turnaround Executive in America by the American Business Awards. Prior to Unify, Todd served as CFO and subsequently SVP of Operations for FRx Software, a provider of financial analytics applications that was acquired by Microsoft in 2001.

Who Should Attend?

This event is suitable for:

• Vendor management and business development staff
• Venture, angel, and institutional investors
• IT professionals interested in emerging technology
• Vendor product managers interested in emerging technology