Your Mergers & Acquisitions (M&A) Thought Leadership Committee is made up of fellow FEI private company CFO’s who are a resource for private company members seeking guidance on their questions pertaining to buying or selling a private company including such issues as how to assess the intrinsic and strategic value of a business; how to avoid common errors when acquiring a company; how to prepare a company for sale; and how to negotiate the Letter of Intent and structure a transaction.
OUR GOALS
CHAIR, PRIVATE COMPANY M&A
VICE-CHAIR, PRIVATE COMPANIES M&A COMMITTEE
| Pre-Acquisition Planning | |||
| Corporate strategy and M&A | Duncan McPhedran | ||
| Selecting advisors (legal; tax; M&A; etc.) | Frank Snyders | ||
| M&A checklists | David Marriott | ||
| M&A in the not-for-profit sector | Jeffrey Resnick | ||
| Search for Targets | |||
| Identifying and reaching out to targets | |||
| International M&A considerations | Mike Hodes | ||
| Preliminary due diligence (confidential information memorandum; management meetings; data rooms) | |||
| Assessing value and price / ROI | Howard Johnson / Duncan McPhedran / Frank Snyders | ||
| Assessing cultural fit | Marcus Weiss / Chris Podolsky | ||
| Communication with stakeholders throughout the process | Chris Podolsky | ||
| Dealing with emotions during the M&A process | Crystal Sakal | ||
| Transaction structuring (e.g. assets v. shares; earnouts; etc.) | Duncan McPhedran | ||
| Negotiating the Letter of Intent | Howard Johnson / Jeffrey Resnick | ||
| Closing | |||
| Confirmatory due diligence | Marcus Weiss | ||
| Quality of earnings / EBITDA normalizations | Crystal Sakal | ||
| When to walk away | Jeffrey Resnick | ||
| Post-Closing | |||
| Integration | Rolf Wenzel | ||
| Consolidating Systems | Gerald Desouza | ||
| Employee retention | Chris Podolsky | ||
| Renegotiating / cancelling agreements no longer needed | Gerald Desouza | ||
| Post-acqusition financial statements | Frank Snyders | ||
| First-year challenges post-acquisition | Crystal Sakal | ||
| Pre-Sale Planning | |||
| Preparing the business for sale | Frank Snyders / Howard Johnson | ||
| Selecting advisors (legal, tax, M&A, etc.) | Frank Snyders | ||
| Setting value expectations | Frank Snyders / Howard Johnson | ||
| Marketing the Buiness for Sale | |||
| Identifying and engaging buyers | |||
| Preliminary due diligence (confidential information memorandum; management meetings; data rooms) | |||
| Communication with stakeholders throughout the process | Chris Podolsky | ||
| Dealing with emotions during the M&A process | Crystal Sakal | ||
| Transaction structuring (e.g. assets v. shares; earnouts; etc.) | Duncan McPhedran / David Marriott | ||
| Negotiating the Letter of Intent | Howard Johnson / Jeffrey Resnick | ||
| Closing | |||
| Confirmatory due diligence | Marcus Weiss | ||
| Quality of earnings / EBITDA normalizations | Crystal Sakal | ||
| When to walk away | Jeffrey Resnick | ||
| Post-Closing | |||
| Transition from owner to employee | Mike Hodes | ||
| Earnouts | Chris Podolsky | ||