Part 2: M&A Acceleration Strategies
The history of M&A is filled with stories of young 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)
Our confirmed speakers to date:
Katie Davies , VP International Solution Development & Advisory Services, Vistra
Michelle McComb, Chief Financial Officer, Pymetrics
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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 for $85.
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.
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About Our Speakers
Katie Davies, VP International Solution Development & Advisory Services, Vistra
Boston-based Katie Davies is an experienced advisor with over 25 years consulting experience within professional services. With an entrepreneurial and client centric approach, Katie has advised corporates, private equity “deal makers” and other professional advisors on the operational requirements and practical considerations for companies expanding internationally and / or undertaking international commercial transactions that span multiple countries (including carve outs arising from M&A activity). As a technical advisor herself she is able to provide advice on many of the inter-related technical challenges that arise out of these transactions from a tax, HR, global mobility and legal related (such as, data protection) perspective. Key areas of focus are on ensuring that entities transact and operate compliantly while managing commercially acceptable levels of risk along with cost mitigation, contributing to the increase of shareholder value.
Katie is responsible for leading the growth and expansion of Vistra’s International Expansion Advisory practice working in collaboration with the global sector leads for the Tax, HR and Legal practices bringing these technical resources to the market as a unified provider to address real operational needs in this space.
Katie’s own passion is global mobility having trained with PricewaterhouseCoopers (PwC) London, from 1993 onwards. Katie joined Vistra (via predecessor organizations that were ultimately acquired by Vistra) in 2005, originally having been responsible for establishing the global advisory practice and London office of HighStreet Partners (HSP) which later became Radius. She transferred, as an expatriate herself, to the Vistra’s Boston office in January 2014. While providing technical consulting Katie is also responsible for acting as the Client Service Director for a number of strategic client accounts and also manages specific advisory and global mobility projects across the Vistra client portfolio on a global basis. Katie works extensively with our business development teams across the USA to ensure that new client engagements are appropriately scoped and managed from the first interaction with Vistra through to project implementation and completion.
Katie frequently contributes as a speaker, panelist and commentator with press organizations and on social media, with respect to international operational and expansion matters.
Prior to joining Vistra, Katie served as Finance Director and Operating Officer of The Beanstalk Group, an international leader in brand licensing and joint venture of The Ford Motor Company so has first-hand experience of “life within the corporate”. Katie received an MA from Cambridge University.
Michelle McComb, Chief Financial Officer, Pymetrics
Michelle McComb is Pymetrics’ Chief Financial Officer bringing 25+ years of proven financial and operational experience in scaling high growth companies. She was formerly the CFO of View the Space (VTS) where she assisted in the post-merger integration of VTS with its largest competitor Hightower. Prior to VTS, she was CFO of Datto, covering a wide range of responsibilities beyond Finance / Accounting, including HR, Facilities management, technical support, hardware logistics, and more. She also led the acquisition and integration of Backupify. Her career tenure includes CFO of Bloomberg's Financial Products division, Managing Director at UBS Investment Bank, International CFO at Lucent Technologies and CFO of VitalSigns Software. She began her career at EY in Silicon Valley, CA. She holds a Bachelor of Science in Accounting. and Masters in Professional Accounting from Weber State University and is a CPA and CMA licensed in the State of CA. In Michelle’s spare time, she and her daughter are avid equestrians she also runs half marathons with her husband!