At Transaction Advisors Institute's annual M&A Conference at Wharton San Francisco, David Solomon, Chief Executive Officer of Lazard Middle Market; Sid Tandon, Associate Partner at McKinsey & Company; Jarl Berntzen, Head, Corporate Development at Dolby Laboratories; and Fred Graffam, SVP Finance & Corporate Development at DigitalGlobe discussed M&A strategy framework that can be used to analyze and validate an investment thesis.
Topics covered included buy vs. build, assessing strategic fit, and tactical considerations to improve acquisition outcomes. The panel also discussed some of the most common reasons completed acquisitions fail to produce expected synergies.
The Transaction Advisors Institute provides its members with a suite of programs and current information on M&A strategy, deal structuring, and integration best practices. www.TransactionAdvisors.com
Offerings include:
M&A Conferences assemble corporate development leaders, in-house M&A counsel, board members, and private equity investors to discuss current challenges impacting complex transactions and consider innovative methods to improve deal performance.
bit.ly/3XBRdpw
The M&A Academy provides guidance on material negotiation issues and offers perspective on improving M&A performance from strategy development through closing.
bit.ly/3Wu6doc
M&A Master Classes: These live online M&A courses cover the specific decisions, information, and actions that are required during the acquisition process. The teaching faculty are renowned professors who provide practical guidance from their extensive M&A experience.
bit.ly/3j5PU3d
M&A Resources: This fast growing collection includes self-paced e-learning modules and editions of the M&A journal, Transaction Advisors, and information on critical negotiation issues, shifting deal dynamics, and techniques for transaction planning, structuring, and execution.
bit.ly/3ZYHkUA
Members of the Transaction Advisors Institute are some of the most active and sophisticated M&A professionals that enjoy being part of an elite community of in-house dealmakers. Membership is strictly limited to corporate and private equity professionals
bit.ly/3kFaiZw