Navigating the Pitfalls of M&A in the Middle Market


REGISTRATION FOR THIS EVENT IS NOT AVAILABLE ON THE FEI WEBSITE.  CLICK THE LINK BELOW TO REGISTER IN ZOOM:


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M&A is a high stakes game. On the buy-side, diligence misses, integration hiccups, or lack of strategic fit can mean the difference between deal success – achieving or exceeding the expected value – or deal failure – missing the expected value or, even worse, destroying value that already exists.  Being prepared for all the possibilities, and knowing about the issues that might arise, will increase the likelihood of a smooth and successful transaction. 

Join industry leaders for an interactive session on best practices middle market companies can follow to increase the probability of success on both buy-side and sell-side initiatives. Participants will learn how to avoid and navigate around M&A pitfalls middle market companies often experience.

Learning Outcomes:
  • Common M&A obstacles middle market companies are experiencing today, and what can be done about them
  • Top areas of risk and how to mitigate them
  • Best practices to smoothly navigate M&A transactions and realize the expected value

Date:  Wednesday, June 29, 2022

Time:  11:00 AM - 12:00 PM (Webcast)

Registration Fee:  Complimentary to members, sponsors, and non-members

CPE:  This event qualifies for one (1.0) CPE credits for participants who join online and respond to polling questions.

Have questions or need registration support?  Contact Denise Parker, Chapter Administrator, at 813.494.9551 or [email protected].

Speakers

Gary Appelbaum

Executive Advisor
Hartman Executive Advisors

Bill Lenihan

Manufacturing, Distribution and Retail Industry Lead
Hartman Executive Advisors

Credits

1.00 CPE
Basic

Method

group-internet-based

Field

Finance, Technical

Prerequisites

None

National Registry of CPE SponsorsFinancial Executives International (FEI) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

For FEI CPE credits, one credit hour equals 50 minutes according to NASBA guidelines. Some states boards may differ on how many minutes constitute a credit hour. Contact your state board for more information. For more information regarding administrative policies such as complaint and refund, please contact our offices at 973.765.1029.