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Webinar Recording

M&A Due Diligence Best Practices

Date: Thursday, August 13, 2015
Time: 2:00 pm - 3:00 pm EDT
Conducting effective due diligence within an M&A transaction extends far beyond functional checklists which categorize questions and data requests by department. Equally important is validating and verifying the planning activities which led up to the transaction to ensure that the transaction meets its planned goals.

In this webinar, you will learn how to effectively manage a due diligence process which will mitigate downside risks while optimizing the anticipated synergies. The webinar will provide you with tools and techniques for framing effective due diligence activities, in addition to providing direction for developing functional checklists.
After attending this event you will be able to:
Acquire due diligence techniques and best practices which will maximize your organization’s ability to achieve the intended goals of the acquisition.
Explore how to best manage internal and external due diligence resources.
Recognize when to walk away from a transaction – determination, and managing buyer and seller expectations.

Speakers

Robert Helfrich, Principal, Corporate Development Associates
Robert Helfrich
Principal, Corporate Development Associates
Robert is a corporate business development professional experienced in driving strategic initiatives through acquisitions, divestitures and partnering within Fortune 500 and multi-national organizations. He has a broad based industry background in medical device, industrial and telecom. Robert has previously worked at Johnson & Johnson, Corning, Inc., and Welch Allyn. He received his MBA in International Business from Lehigh University.
Moderated by: John Kogan, CEO, Proformative
Moderated by: John Kogan
CEO, Proformative
John has been CFO at four technology companies, a finance executive at Cardinal Health, and in multiple roles at AlliedSignal and Cisco Systems. John has raised over $100M in equity capital and debt and has played central roles in numerous buy and sell-side transactions for both public and private companies. As COO at two companies, John also ran Engineering, Manufacturing and Customer Service operations. He has also founded, invested in and been a board member or advisor of a number of companies. John has a B.A. in Economics from Connecticut College and an MBA from the Fuqua School of Business at Duke University.

Sponsor

Event Sponsor Proformative Academy
Proformative Academy - Proformative Academy™ transforms professional development for the office of the CFO through a centralized platform of collaborative learning tools, continuing professional education credits, and hundreds of courses in a range of critical categories, including technical finance, treasury, accounting, compliance, risk management, leadership, career development, technology and more.

All Proformative Academy courses, resources and tools are accessible on-demand via smartphone, tablet, laptop or PC. Each course, taught by top industry practitioners with decades of experience, is subject to peer-based reviews and ratings to ensure the highest quality curriculum possible. Whether for you or your team, Proformative Academy’s highly focused functional training and tools help you address important skills gaps, deepen your knowledge, broaden capabilities and increase your productivity.
By filling out this form you will become a member of Proformative, and are subject to Proformative's User Agreement. This webinar is provided to you for free by the sponsor, who may contact you later.

There are no CPE Credits for this Solution Demonstration.