Best Practices and Challenges in Crafting an M&A Strategy Master Class

Scott Peterman will delve into best practices and challenges in crafting an effective mergers and acquisitions (M&A) strategy. This session is designed for professionals looking to enhance their understanding of the M&A process.

The session will cover the below topics:    

• Understanding the process.
  • What are the essential steps in selling or acquiring a business?
• Structuring the deal.
  • How do you navigate the priorities of public company shareholders versus private or family-owned firm shareholders? We'll discuss how to identify the highest priority needs for all parties involved.
• Avoiding pitfalls.
  • Learn about common drafting errors and pitfalls in acquisition agreements, as well as unexpected challenges that can arise.
• Creating synergies while avoiding sinergies.
  • Is your deal truly creating synergies, or are there hidden downsides?
• Exploring deal chemistry.
  • Can the dynamics between parties impact the success of a deal?

Bonus Insights: If time allows, we will share valuable tips on how to make your M&A fees more predictable.