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M&A Acceleration Strategies
The history of M&A is filled with stories of entrepreneurs and teams with great stories that perfected timing. Whether a merger of equals to gain economies or enter into new markets, an acquisition must be properly planned and executed to ensure a smooth transition. Proactive and transparent planning that’s prepared beforehand can mean the difference between an integration that is a success or a failure.
This program will explore the integration of processes, people and the organizational structure of successful acquisitions.
Our experienced panelists will examine and discuss the issues facing the implementation of different processes, people, markets and culture into a new organization with a new vision for the combined company.
- Gain insights into the 'people elements' of post-merger integrations, including merging different cultures
- How do acquirers handle the elimination of duplicate departments?
- Strategies to ensure the product/service offerings work well, creating an acceleration effect in the market.
- Learn some of the benefits of detailed good pre-merger strategies for post-merger integrations and the difficulties that arise from poor planning
- Understand best practices to deal with the elements of purchase price that are settled post closing (e.g. earn-out/ working capital test)
Click here to learn more about CFO Leadership Council.
To register for this program, simply click on the green tickets button. All CFO Leadership Council members can attend this event for free.
Non-member senior financial executives who are CFOs, Vice Presidents of Finance, Directors of Finance and Controllers (or the like) are welcome to attend this program.
Please note that service providers or any executives who are not senior financial executives (CFOs, Vice Presidents of Finance, Controllers, Directors of Finance, etc.) will not be admitted attendance to this event. The CFO Leadership Council reserves the right to decline any registration.
For more information about this program or The CFO Leadership Council, please contact Debbie Lindner, Senior Marketing Director, Washington, DC Chapter at email@example.com.
If you would like to cancel your ticket or request a refund, please email firstname.lastname@example.org. Refunds are available up to 24 hours prior to the program.
Instructional method: Group-Internet-Based
Recommended CPE Credits: 1.8 Credits in Finance
Experience Level: Basic
Prerequisites/advance preparation: None
The CFO Leadership Council 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 (Sponsor ID 109063). State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Website: www.nasba.org
About Our Speakers
Jonathan Moneymaker, Chief Executive Officer, AEgis Technologies Group
Jonathan Moneymaker has spent his entire career successfully growing and executing diverse portfolios of business, from start-up to Fortune 50, focused on value creation and delivering innovative solutions across the dynamic National Security market and has been honored to directly serve the US Intelligence and Special Operations Communities throughout his career. At AEgis, Moneymaker is responsible for overall business strategy and performance, customer success, and oversight of ensuring all its employees are cared for.
Prior to joining AEgis, Jonathan served as President of Altamira Technologies, a mid-market National Security player in the space superiority, cyberspace, and battlespace awareness markets, where he led the organization through a period of transformational growth over his 5-year tenure culminating in its acquisition by the ClearSky private equity firm.
Prior to joining Altamira, Moneymaker served as General Manager of Boeing’s ~$.5B, 1000 employee Intelligence Systems Group business unit with responsibilities focused on overall leadership, business strategy and growth, program execution, and operational effectiveness of the organization, its 7 acquisitions, and its global footprint.
Prior to his position with Boeing, Moneymaker served as head of Operations at Anonymizer, Inc. and led their merger with Abraxas Corporation. While at Anonymizer, Moneymaker’s core focus was driving business growth by aligning the company with the intelligence community and ensuring critical program and cross organizational execution. Moneymaker also served in Ocean Systems Engineering Corp’s SMART division, where he managed a C4ISR and Anti-Terrorism Force Protection portfolio, and participated in the acquisition of the company to Apogen Technologies.
Moneymaker holds a bachelor of science in Industrial and Systems Engineering from the University of Southern California, is a graduate of senior executive programs from Wharton, Kellogg School of Management, Rady School of Management and Harvard Law School and serves as a Board Member for the University of Southern California’s Engineering School and the Northern Virginia Chamber of Commerce.
Pamela Rothka, Chief Financial Officer, Octo Consulting Group
Pamela Rothka is the Chief Financial Officer at Octo Consulting. She joined Octo in 2019 from Buchanan & Edwards, where she served as CFO. Mrs. Rothka is responsible for managing finance, accounting, contracts, pricing, HR and facilities. As a member of the executive team, Mrs. Rothka serves a critical role in the company’s strategic planning and analysis, capital financing, budgeting, rate design, mergers and acquisitions, and transformational change initiatives that deliver results. Pamela previously served in financial leadership positions at Whitney, Bradley & Brown, Hewlett-Packard, and Lockheed Martin. Mrs. Rothka received a Bachelor’s degree in Accounting from Drexel University and an MBA in Computer Information Sciences from Temple University and is a Certified Public Accountant. Mrs. Rothka also serves on the board of directors for the Mid-Atlantic chapter of Make-A-Wish.
Dean Rutley, Partner, Womble Bond Dickinson
Clients know that veteran transactions lawyer Dean Rutley understands them, their businesses, and their industries. As a result, he twice has been named a BTI Client Service All-Star, one of only a handful of US attorneys to be so recognized on more than one occasion.
Dean is a veteran transactions lawyer who has overseen deals in the US, UK, Europe, the Pacific Rim and beyond for companies in aerospace and defense, information technology, government services, cybersecurity, telecommunications, biotechnology, e-commerce, banking and finance, among other sectors. He has significant experience in the rapidly emerging global field of Financial Technology (“FinTech”) and is a co-leader of the firm’s FinTech sector.
Dean’s transactions work includes mergers and acquisitions, corporate structuring, compliance with federal and state securities laws, board of directors duties, negotiated resolution of business disputes, licensing and joint venture agreements. He also counsels venture capital firms in the areas of organization, financing, equity distribution, venture capital investments and other operational matters.
Dean currently serves as General Counsel to the Association for Corporate Growth, National Capital Chapter, and as a Member of the Board of Advisors for the George Washington University Law School Government Contracts Program.
In addition to his recognition from BTI, Dean also was named an Acritas Star for outstanding client service in both 2017 and 2018.