マージャーマーケット ジャパンM&Aフォーラム2023
日本トップクラスのM&Aフォーラム
コンラッド東京・オンライン同時開催
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学 歴：
1986年 神戸市外国語大学 英米学科 卒業
職 歴：
1986年 4月 松下電器産業株式会社 入社
1991年 イギリス松下電器 駐在
1997年 パナソニックノースアメリカ 駐在
2005年 同社 副社⾧
2008年 パナソニックAVC社、ITプロダクツ事業部 海外営業部 部⾧
2011年7月 ITプロダクツビジネスユニット(BU)BU⾧
2013年4月 ITプロダクツ事業部 事業部⾧
2015年10月 パナソニック コーポレート戦略本社 経営企画部 部⾧
2017年4月 パナソニック コネクティッドソリューションズ社 副社⾧
2020年4月 同社 上席副社⾧
2021年9月 （兼）Blue Yonder Holding, Inc. 取締役
2022年4月 パナソニック コネクト株式会社 取締役 執行役員上席副社⾧ 兼 CＳO
2023年4月 同、執行役員 シニア・エグゼクティブ・ヴァイス・プレジデント 兼 CSO
注）2023年4月グローバル企業として役職名の日・英表記を統一
Yoshinobu Agu is the Head of M&A at Citigroup Global Markets Japan Inc. He also has senior coverage responsibilities for clients including financial sponsors, real estate companies, public sector clients, etc. He has worked on various M&A advisory roles in various sectors/industries, including both cross-border transactions in various geographies, as well as domestic transactions and restructuring deals. He joined Citi in 1998 after working for Nikko Securities. He holds a BA from the School of Commerce at Waseda University and MBA from Boston University.
Ferdinando “Nani” Falco Beccalli is Chairman & CEO of Falco Holding, Senior Founding Partner & Chairman of Falco Global Partners, and President & CEO of Falco Enterprises. He serves as Senior Advisor to Quadrivio Group, as Chairman of ASK Chemicals and as a Member of the Board of Directors of the Centre for European Policy Studies (CEPS) in Brussels.
Prior to his current roles, he spent 40 years at GE. Having started his career in the United States in 1975, he served in leadership positions in the U.S., the Netherlands, Japan, Belgium and Germany, and left the company in 2014 as Senior Vice President and member of the Corporate Executive Council responsible for GE Europe.
He also served as Senior Advisor of Rhône Group; on the Science and Technology Advisory Council to European Commission President José Manuel Barroso; on the Supervisory Board of Covestro AG; as President of ENAV S.p.A and of GE Avio S.r.l; as Chairman of the Board of Wellbore Integrity Solutions; as Member of the Board of Neovia Logistics, of Zodiac Pool Systems, Inc., of INTER RAO, of the Foreign Policy Association in New York, of the John F. Kennedy Atlantic Forum in Berlin, of the GE Foundation,of the Junior Achievement Young Enterprise and of the Emmanuel Center Stiftung, and was Member of the Trilateral Commission, of the International Business Advisory Councils of the cities of Jerusalem, Rome and Rotterdam, and of the International Board of Overseers of the Sabancı University in Istanbul. He acted as a Senior Advisor to A.T. Kearney Italia andto the Steering Committee of the LUISS School of Government in Rome, and was International Advisor to the Bocconi University in Milan, to Prime Minister Raffarin of France and to the Polish Minister of Finance in 1995.
In 2007, President Napolitano appointed him Cavaliere del Lavoro (Knight of Merit for Labor). In 2008, President Sarkozy has granted him the Legion of Honor.
A native of Italy, Mr. Falco Beccalli earned a master's degree in chemical engineering from the Polytechnic of Torino in Italy.
Tim Burroughs is managing editor of Asian Venture Capital Journal, having joined the publication in May 2011. He is responsible for all editorial content put out under the AVCJ brand, including Asian Venture Capital Journal, AVCJtv, AVCJ Awards and AVCJ.com. Tim previously spent five years at China Economic Review, serving as editor-in-chief and then editorial director. Located in Greater China since 2003, during which time he has lived in Beijing, Qingdao and Hong Kong, Tim has been a China-based contributor for publications including The Sunday Times, Sunday Telegraph, BBC and China Daily. Prior to moving to China, he trained and worked as a journalist in the UK. He was honored at the Society of Publishers in Asia awards in 2007, 2008 and 2010, and at the State Street Institutional Press Awards - Asia in 2012.
Sabrina Chia is a Partner and Head of Distribution at Fusion. She is a qualified M&A lawyer with over 15 years of M&A and corporate experience. She has previously worked in various in-house roles covering different industries in multinational companies in APAC. Sabrina graduated from the National University of Singapore and is based in Singapore. She is a 2022 Insurance Business Asia Elite Women award winner.
Joe is a Partner within the Herbert Smith Freehills' Corporate team in Tokyo.
Joe has worked on a wide range of corporate matters for a number of major Japanese companies with a particular focus on M&A, joint ventures and general corporate and commercial transactions. He regularly advises on transactions in both developed and emerging markets and has worked on deals across numerous jurisdictions in the firm's London and Tokyo offices. Joe also has experience across a wide range of sectors including consumer products, manufacturing and industrials, TMT and energy.
Joe was named as an "Up and Coming" lawyer for Corporate and M&A in Japan by Chambers Asia-Pacific in 2023 and as a "Next Generation Partner" for Corporate and M&A in Japan by Legal 500's Asia Pacific 2023 rankings.
He is admitted to practice in New Zealand and in England and Wales and is a licensed Registered Foreign Lawyer (Gaikokuho Jimu Bengoshi) in Japan.
Yohei received his J.D. from the UCLA School of Law and received his B.S. in Sports Management from New York University.
Yohei is admitted to practice in New York and in Japan as a gaikokuho-jimu-bengoshi.
M&A
- NTT Limited, a global IT solutions and technology provider, in its $330 million sale of NTT Security AppSec Solutions Inc. (d/b/a WhiteHat Security), a leading provider of application security Software-as-a-Service (SaaS), to Synopsys, Inc.
- SoftBank Group Corp. and SoftBank Vision Fund in the proposed $65 billion sale of UK-headquartered multinational semiconductor and software design company Arm Limited to U.S. chip company NVIDIA (NASDAQ: NVDA).
- SoftBank in the sale of a majority of its stake in robotics company Boston Dynamics, Inc. to South Korean automaker Hyundai Motor Company.
- Divvy, a leader in spend management, in its $2.5 billion sale to Bill.com (NYSE: BILL), a provider of cloud-based software that simplifies, digitizes, and automates complex back-office financial operations for small and midsize businesses (SMBs).
- Uber on its acquisition of a majority stake in Cornershop, a grocery delivery start-up that is active in Chile, Mexico, Peru and Canada, to expand its food delivery business.
- Mitsubishi Heavy Industries in its US$550 million carve-out acquisition of the regional jet program from Bombardier Inc., a global leader in the transportation industry.
- Spark Networks SE (NYSE: LOV) on its combined cash and stock acquisition of Zoosk, Inc., which created the second largest dating company in North America.
- A leading Japanese insurance company in its strategic investments in innovative technology companies.
- Renesas Electronics Corporation in its $6.7 billion acquisition of NASDAQ-listed Integrated Device Technology (IDT), a market-leading analog mixed-signal company, to create market-leading embedded solution capabilities.
- Asahi Kasei Corporation in its approximately $1 billion acquisition of U.S.-based Sage Automotive Interiors, Inc., from Clearlake Capital Group.
- SoftBank in a series of transactions with Altaba Inc. in connection with Yahoo Japan Corporation, including a $2 billion tender offer by SoftBank Corp. for shares of Yahoo Japan held by Altaba and an approximately $2 billion (JPY 220 billion) self-tender offer by Yahoo Japan for its shares held by SoftBank.
- Sprint Corp. and SoftBank Group Corp., Sprint’s controlling shareholder, on the landmark merger of Sprint and T-Mobile US, Inc. The total implied enterprise value for Sprint is approximately $59 billion and the aggregate implied enterprise value for the combined company in the all-stock transaction is approximately $146 billion. The transaction is one of the largest telecommunications deals in history.
- Toshiba Corporation on the $18 billion sale of its wholly owned subsidiary Toshiba Memory Corporation to a consortium led by Bain Capital.
- Tanaka Kikinzoku Kogyo, a Japanese company specializing in precious metals refining and fabrication, in its acquisition of Metalor Technologies International, a Swiss-based competitor.
- FUJIFILM Holdings in its proposed $6.1 billion acquisition of control of Xerox Corporation.
- Tayca Corporation, a TSE-listed producer of industrial chemical products, in its acquisition of TRS Technologies, Inc., a privately held U.S. producer of piezoelectric and dielectric materials technology.
- Yamazaki Baking in its acquisition of Bakewise Brands, a privately owned U.S. manufacturer of premium baked products.
- Mizkan Holdings Co., Ltd. in its $2.2 billion acquisition from Unilever of the Ragú and Bertolli pasta sauce business.*
- Yamaha Corporation in its acquisition of Line 6, Inc.*
- Japan Bank for International Cooperation in its $620 million convertible preferred stock investment in Gavilon Agriculture Holdings, Co. in support of Marubeni Corporation’s $2.6 billion acquisition of Gavilon’s agricultural business.*
- Mizuho Bank, Ltd. in its acquisition of Banco WestLB do Brasil S.A.*
Capital Markets
- Underwriters’ counsel on Nippon Life Insurance Company’s $1.5 billion Rule 144A/Regulation S global offering of hybrid debt.
- Meiji Yasuda Life Insurance Company, as issuer’s counsel, in its $2.0 billion Rule 144A/Regulation S global offering of hybrid debt.
- Invincible Investment Corporation, as issuer’s counsel, in its Rule 144A/Regulation S global equity offering.
- NanoCarrier Co., Ltd., as issuer’s counsel, in its $115 million Rule 144A/Regulation S global offering of shares of common stock.*
- Olympus Corporation, as issuer’s counsel, in its $1.1 billion Rule 144A/Regulation S international offering of shares of common stock.*
* Denote transactions prior to joining Morrison Foerster
Takashi Ohara is member of Bain & Company’s Technology, Telecommunications, Mergers & Acquisitions and Strategy practices.
He has more than 15 years of experience in advising clients across industries, including electronics, automotive, consumer products and services.
He holds deep expertise in such topics as corporate turnaround strategy, growth strategy, cost transformation, digital marketing, and M&A. He leads Tokyo office's M&A practice.
Daimon Punjabi joined Unison Capital in 2012. Prior to Unison Capital, he worked at the Investment Banking Division of SMBC Nikko Securities and Nikko Citigroup, where he was primarily engaged in corporate finance and M&A advisory for consumer and retail sectors. Mr. Punjabi holds a BBA in Finance and Investments from the Zicklin School of Business, Baruch College in New York.
Kazuhiko is a global finance and investment expert, with particular expertise in ESG and sustainable finance.
Prior to joining Morrow Sodali, Kazuhiko was a principal advisor at S&P Global Market Intelligence (IHS Markit), providing insight and guidance on ESG to clients in APAC including Japan. Previous roles include promotion of ESG stewardship activities at Daiwa Asset Management. Earlier responsibilities in a long career include international primary markets, quants, corporate access and compliance at Daiwa Securities.
Kazuhiko has a Bachelor of Arts in Economics at Kyoto University and Master of Business Administration at the University of Chicago. He is a CFA Charterholder.
1994年に大蔵省（現、財務省）でキャリアをスタートし、6年間勤務。2003年より10年間カーライル・グループに在籍。2013年以降は株式会社ジャパンディスプレイ、ベルリッツコーポレーション、株式会社マレリ（旧カルソニックカンセイ株式会社）など、様々な業界で上級管理職を歴任。
2020年よりカーライル・グループに復帰。現在、マネージング ディレクターとして製造業・一般産業（General Industries）関連の投資先支援業務を主導。株式会社リガクの非常勤取締役に従事。
東京大学法学部卒業。タフツ大学（フレッチャー法律外交大学院）修了。スタンフォード経営大学院修了。
Gen Tsuchikawa heads up all venture investing activity for Sony globally as CEO of Sony Ventures Corporation.
Sony Ventures manages in excess of US$500 million in capital through four funds all under the Sony Innovation Fund umbrella, including Sony Innovation Fund, Innovation Growth Fund, Sony Innovation Fund : Environment and Sony Innovation Fund 3 L.P..
He has spent 18 years at Sony, and prior to taking this position headed Corporate Development & M&A, Business Development, and Investor Relations at Sony Headquarters. He is concurrently Corporate Vice President for Sony Group Corporation.
Before coming to Sony he spent 20 years in the finance industry in companies such as Merrill Lynch and IBJ.
He holds a BA from Hitotsubashi Univ in Japan, and an MBA from Stanford Graduate School of Business.
2021年10月にEQT入社。2021年10月にEQT入社。現在は、EQTのアジア地域プライベート・キャピタル事業であるBPEA EQTのパートナーを務める。
EQT入社前は、約10億米ドルのプライベートエクイティファンドを運用するJPインベストメントの創業メンバー兼マネージング・ディレクターを務めた。それ以前は、米系大手プライベートエクイティファンドであるTPGキャピタルに10年以上勤務し、日本代表も務めた。また、モルガン・スタンレーで投資銀行業務にも携わった。
ハーバード大学で学士号、ハーバード・ビジネス・スクールで経営学修士号を取得。
三井住友銀行入行。法人営業及びストラクチャードファイナンス業務に従事
大和証券入社。企業提携部にてM&Aアドバイザリー業務に従事。製造業（主に素材、化学、エネルギー）業界のオリジネーション及びエクセキューションに従事
2020年SBI証券入社
Joined Fujitsu in 2020, and since then, leading the M&A team of the group. Before joining Fujitsu, engaged in audit at Chuo Aoyama PricewaterhouseCoopers, then in M&A advisory / Investment Banking business at Nomura and Morgan Stanley
BA in Economics, Hitotsubashi University
2018年より、Green Climate Fund (緑の気候基金)の民間案件の気候投資専門官として、気候投資案件と査定を担当。アフリカ・アジア・ラテンアメリカ等における発展途上国における気候変動の悪影響を和らげる目的のエクイティ投資、ローン投資を主に行っている。直近の案件では、アフリカにおける気候変動による被害から回復する力の強いインフラ案件 “Infrastructure Climate Resilient Fund”や、水、衛生、海洋セクターにおいて、開発途上国において気候変動に強いインフラプロジェクトを開発・建設するために、民間セクターを支援することを目的としたファンド “Climate Investor Two”等を担当した。
2011年大和証券入社。東京本社、ロンドンオフィスの債券部門を経て2018年より現職。慶応義塾大学法学部卒業、London Business School ファイナンス修士卒業、2024年Inha University Green Finance 博士後期課程 修了見込み。
- 三菱UFJモルガン・スタンレー証券株式会社 投資銀行本部のマネージング ディレクターで、M&Aアドバイザリー部の責任者として日本における国内外のM&Aアドバイザリー・サービスを統括
- 2006年1月、モルガン・スタンレー証券株式会社に入社。以来、投資銀行本部において、M&Aアドバイザリー業務及び資金調達業務に従事
- 1998年3月慶應義塾大学環境情報学部卒業
近年携わった主な案件：
M&A Advisory：
•MBK PartnersによるAccordia Next GolfのFortressへの売却（2021）
•ベインキャピタル連合による公開買付け及び自己株取得を通じた日立金属の買収（2021） （進行中）
•ブラックストーンによる武田コンシューマーヘルスケアの買収（2020）
•Z HoldingsとLINEの経営統合（2019）
•ベインキャピタルによるワークスアプリケーションズの人事ソフトウェア事業の買収（2019）
•日本政策投資銀行による東芝メモリホールディングスへの第三者割当増資を通じた社債型優先株式3,000億円の出資（2019）
•PHCホールディングスの株式交換によるLSIメディエンスの完全子会社化（2019）
•ヤフーによるSBKKに対する第三者割当増資及び公開買付けを通じた自己株取得（2019）
•ヤフーによる公開買付けを通じたソフトバンクグループジャパン（ソフトバンクグループの完全子会社）からの自己株式10.7%の取得及び、ソフトバンクによる公開買付けを通じたアルタバからのヤフー株式10.8%の取得（2018）
•ベインキャピタルによるアサツー ディ・ケイに対する公開買付け（2017）
•ベインキャピタルとSKハイニックスからなる日米韓コンソーシアムによる東芝メモリの買収（2017）
•KKRによる日立工機の買収（2017）
•三菱UFJ信託銀行によるUBS資産管理事業の買収（2015）
•三菱UFJ信託銀行によるButterfield Fulcrum Groupの買収（2013）
•りそなホールディングスによる公的資金完済プラン策定における預金保険機構のアドバイザー（2013）
•オリックスによるRobeco Groep N.V.の買収（約2,402億円）（2013）
•三菱東京UFJ銀行及び三菱UFJ証券ホールディングスによる三菱UFJメリルリンチPB証券の49%持分取得（478百万米ドル）（2012）
•東京証券取引所と大阪証券取引所の経営統合（2011）
•三菱UFJモルガン・スタンレー証券及びモルガン・スタンレーMUFGの設立（2010）
•Morgan Stanleyに対する三菱UFJフィナンシャル・グループによる90億米ドルの出資（MS側担当者）（2008）
•三菱東京UFJ銀行によるユニオンバンカル・コーポレーション完全子会社化（2008）
•三菱UFJフィナンシャル・グループによる三菱UFJ証券完全子会社化（2007）
資金調達業務：
•三菱UFJ信託銀行による米ドル建てシニア外債発行（12.5億ドル）（2015）
•三菱UFJ信託銀行による米ドル建てシニア外債発行（15億ドル）（2014）
•明治安田生命による明治安田生命2012基金特定目的会社 第1回A,B号特定社債（一般担保付）の発行（1,000億円）（2012）
•明治安田生命による明治安田生命2011基金特定目的会社 第1回特定社債（一般担保付）500億円発行（2011）
•三菱UFJフィナンシャル・グループによる普通株式のグローバル・オファリング（約4,170億円）（2009）
•セブン銀行による新規株式公開（IPO）（2008）
•三井住友フィナンシャルグループによるドル／ポンド建て優先出資証券のグローバル・オファリング（約3,000億円）（2006）
•琉球銀行による転換型優先株式発行に対するプリンシパル投資（30億円）（2006）
2015 年 CVC に入社、東京オフィス共同代表として国内におけるプライベート・エクイティ投資事業を率いる。CVC キャピタル・パートナーズのアジア投資役員会およびボードメンバーも務める。CVC 入社以前は、アドバンテッジパートナーズにおいて 11 年以上にわたりシニア・パートナーを勤め、テレコム・メディア・テクノロジー領域を含む幅広い分野での投資案件を主導。それ以前は、マッキンゼー・アンド・カンパニーおよびプライスウォーターハウスクーパースにて勤務。東京大学工学部にて学士課程、修士課程修了、コロラド・スクール・オブ・マインズ鉱山工学博士課程修了。
Shoji Misawa serves as Executive Director and Responsible Officer at ORIX Asia Asset Management (OAAM) based in Hong Kong which is a wholly owned subsidiary of ORIX Corporation headquartered in Tokyo (ORIX). OAAM is HK SFC Type 1, 4 and 9 licensed asset management company established recently to provide professional investors with both debt and equity investment opportunities leveraging the resource of ORIX Group in Asia. Prior to OAAM, he has served as Managing Director of the climate fund management company in HK sponsored by ORIX Group and Asian Development Bank. Misawa has joined ORIX in 1988 and served a number of senior roles within ORIX Group in Japan, Hong Kong, United States and Canada. Misawa is known as the expert of structured finance and spoke at various industry events held in Japan, Hong Kong, Singapore, Thailand and France. Misawa has received his B.A. in Commerce from Doshisha University, Kyoto.
Kido has been engaged in advising M&A transactions since 2003 across a variety of industries including food & beverage, retail, paper, oil & gas, pharmaceutical, steel & metals, and leasing.
Selected Transactions:
Showa Shell on its share exchange by Idemitsu, Chubu Electric Power on its company split with Tokyo Electric Power of their thermal power generation business to JERA, Maxvalu Kanto on its share transfer with Kasumi and Maruetsu to establish U.S.M.H, Universal Shipbuilding Corp on its merger with IHI Marine United, Nishimatsu Construction on its self-tender offer, Carlyle on its acquisition of Orion Beer with Nomura Capital Partners, Kobe Steel on its 50% share acquisition of Ulsan Aluminum (Korea) from Novelis,
Tokyo Century on its 50% share acquisition of leasing business of NTT Finance, its acquisition of CSI Leasing (USA) , its 20% share acquisition of Yoma Fleet(Myanmar) and 14.9% share acquisition of Advantage Partners(HK), JFE Shoji Trade America on its acquisition of Kelly Pipe (USA) , Lotte on its acquisitions of Guylian (Belgium) and E.Wedel (Poland), Aeon on its tender offers for the shares of Origin Toshu, Diamond City, and CFS, Fujitsu on its sale of Hard Disk Drive business to Toshiba, FX Prime on its sales through tender offer by GMO Internet, and Magaseek on its sales through tender offer by NTT Docomo.
Kido received a B.A. in Economics from the University of Tokyo, an MBA from Oxford University, a Master in Finance from London Business School, a Management of Technology from the Tokyo University of Science.
Mr. Masamichi Kono is the Senior Advisor of MUFG Bank and a Member of the Global Advisory Board of Mitsubishi UFJ Financial Group (MUFG). He also serves as a trustee of the IFRS Foundation from July 2021.He served as the Deputy Secretary-General of the OECD from August 2017 until October 2021.
His portfolio included navigating strategic direction of OECD policy on environment, tax, trade and agriculture, along with financial and organizational affairs. He oversaw the horizontal project on Climate and Economic Resilience and initiatives on Infrastructure and Sustainable Growth. Mr. Kono represented the OECD at the Financial Stability Board.
Prior to joining the OECD, Mr. Kono was the Vice Minister for International Affairs, Financial Services Agency, Japan (JFSA) and the President of the Asian Financial Partnership Center of the JFSA.
In his capacity as the Vice Minister, he represented JFSA in various international bodies and was responsible for coordinating policies relating to international affairs for the JFSA.
During his term at JFSA, he served as the Chairman of the International Organization of Securities Commissions (IOSCO) Technical Committee from April 2011 until May 2012, and thereafter as the inaugural Chairman of the IOSCO Board until the end of his term in March 2013. He was also theCo-chair of the Financial Stability Board Regional Consultative Group for Asia from July 2013 to June 2015, and Chairman of the IFRS Foundation Monitoring Board from February 2013 to June 2016.
He has had a long career in financial supervision and the regulation of financial services, both in Japan and in the international arena, since joining the public service in 1978.
Before joining the Financial Services Agency, Mr Kono was Secretary to the WTO Trade in Financial Services Committee between 1994 and 1999, as Counsellor of the Trade in Services Division, World Trade Organization.
He also served for 4 years at the OECD Secretariat in the Economics Department, at the beginning of his career.
Mr Kono holds a B.A. in law from the University of Tokyo
1986年、日新火災海上保険株式会社に入社。保険・リスクマネジメントの分野でキャリアを積む。 その後、外資系保険代理店において、外資系グローバル企業を中心としたリスクマネジメントに従事。外資系グローバル企業に加え、不動産業界やプライベートエクイティなどを担当。2013年、JLTリスク・サービス・ジャパン株式会社（現マーシュ ジャパン株式会社）に入社。今後増加する新たなリスクにおけるリスクマネジメントを担当。特にM&A案件に付随したリスク手配に主に従事、プライベートエクイティなどの顧客を担当。
慶應義塾大学 法学部政治学科 卒業
現在、インダストリアルズ・セクターを中心に日本企業のM&Aディール、成長戦略を記者として担当。日本のスタートアップ企業幹部のインタビュー記事も継続的に執筆中。
２０２１年５月にマージャーマーケットに移籍する以前は、日本で最古・最大の英字新聞The Japan Times の編集委員・報道部次長を務めた。１９９３年に記者としてのキャリアを開始以来、日本関連の幅広いトピックをライターそしてエディターとして担当してきた経験を持つ。
Yumiko is the former head of the OECD Tokyo Centre. Prior to the OECD, she worked for 20 years in the global financial industry, mostly as a Managing Director at Goldman Sachs in New York, London and Tokyo. She is a leading authority on a wide range of economic policy issues such as corporate governance, tax guidelines, diversity, education, trade and innovation. She sits on several Government advisory panels, including Prime Minister Kishida’s panel on “the New Form of Capitalism”. Yumiko has an MBA from Harvard Business School, MA from Stanford University and BA from Sophia University.
2003年東京外国語大学外国語学部卒業。2009年一橋大学大学院商学研究科経営学修士課程（MBA）修了。2019年ハーバード・ビジネス・スクールPLD修了（PLDA）。
大和証券、GCA（現・フーリハン・ローキー）を経て、2011年に三菱商事にてライフサイエンス本部（現・食品化学本部）立ち上げと合わせて同社に入社。食品化学事業において国内外のM&A/PMIを推進し、グループのコア事業に育てる。また、米国企業買収に伴い現地本社でもCEO補佐として北米のM&A/PMI戦略の立案と実行に携わる。2020年からSHIFTにてM&A/PMIを一貫して行える体制を組成し責任者を務める。2022年3月にSHIFTグロース・キャピタルを設立、取締役として参画しM&Aをリード。
米国公認会計士。日本CFO協会グローバルCFO。
＜著書＞『クロスボーダーM&Aの契約実務』（共著、中央経済社／2021年3月出版）
Eri Yamaguchi is an Executive Director in Houlihan Lokey’s Corporate Finance business and is based in the firm’s Tokyo office. With more than 15 years of experience in M&A advisory and structured finance, she engages in executing a broad range of M&A transactions in liaison with global offices.
Previously, she was an Executive Director at GCA Corporation, which was acquired by Houlihan Lokey. Prior to joining GCA, she was with GE Capital as a Strategic Account Team Leader, where she focused on underwriting and credit decisions of structured finance, including LBOs and ABLs. Eri started her career at a Japanese megabank and moved on to M&A advisory at KPMG Corporate Finance, where she managed the entire process of M&A transactions, including deal structuring and negotiation, covering a wide range of industries for both domestic and cross-border transactions.
Eri holds a B.A. from the University of Tokyo and an MBA from INSEAD.
弁護士としてスタートアップの支援に携わった後、2015年にKDDIグループのSupershipホールディングスに入社。経営戦略室長や子会社役員として、全社戦略の策定、M&A、事業開発、政策企画を統括。2019年よりグロービス・キャピタル・パートナーズ。著書に『成功するアライアンス 戦略と実務』（日本実業出版社）など。
犬塚 雅人（いぬづか まさと）
マーシュジャパン株式会社
プライベートエクイティ＆M&Aービス バイスプレジデント
- 2022年1月にマーシュに入社以来、国内外のM&A案件において表明保証保険をはじめとするリスクアドバイザリー業務を担当。
- 2009年大学卒業後、東京海上日動火災保険㈱に入社。法人営業・ドイツ駐在・表明保証保険の営業企画を経て現職。
2022年より現職、日本マーケットのM&Aニュースの取材をリード。プライベートエクイティのバイアウト＆エグジット、国内及びクロスボーダーM&A案件、大企業のM&Aのスクープを含むアクショナブルなビジネスインテリジェンスを提供してきた。2014年Mergermarket入社、これまでインダストリアルズ＆ケミカルズ、ロジスティクス、コンシューマー、レジャーセクターを担当。
Mergermarket以前は、東京ベースのテレビ局の報道局において、記者及びフィールドディレクターとして、企業報道、株式市場、国際ニュースなどの取材に従事。