Beyond the Transaction: Stories of Post-Merger Integrations
Tuesday, September 29, 5:00 p.m. - 6:00 p.m.
1.0 CLE credit / 1.2 CPE credits in Business Management & Organization / 1.2 CEUs available
CLE has been accredited in Delaware and Pennsylvania. Additional jurisdictions pending.
Completing the transaction is often the easy part. The real work begins day one post-merger, when success necessitates hitting the ground running. Ideally, a transaction will create economic value which exceeds the cost of the process, triggered largely by additional revenue and earnings opportunities, as well as potential cost reductions and efficiencies. This is where the previously identified synergies, and the planning associated with achieving them by combining two companies, become essential. In a contracting economy with competitive entities consolidating, this urgent panel delves into how to overcome challenges to be successful post-merger or acquisition.
Patrick Hughes, Grant Thornton LLP
Heather Madland, Huron Capital
Joseph Nappi, CTP, moderator, Phoenix Management Services (TMA Northeast)
John Surrette, Kahn, Litwin, Renza (TMA Northeast)
About the Speakers:
Patrick Hughes is the Head of Corporate Development for Grant Thornton LLP. Patrick leads Grant Thornton's efforts to achieve growth and profitability through strategic acquisitions, divestitures of non-core practices, as well as cultivating joint-ventures and strategic partnerships.
Heather Madland leads Huron Capital’s business development and investment sourcing activities. She has 20 years of experience originating, structuring, and executing debt and equity transactions in the middle market. Prior to joining Huron, Heather was responsible for all West Coast new business development for SPP Capital Partners, a NY-based investment bank. She also served as Vice President and Team Leader of Middle Market Banking at Comerica Bank in San Francisco and has also held roles at CIT Sponsor Finance and Madison Capital Funding LLC where she focused on originating and structuring leverage finance products for private equity clients.
Joseph Nappi, CTP
Joseph Nappi is a Senior Managing Director and Shareholder at Phoenix Management Services. He is a seasoned professional in the restructuring industry with over 15 years of experience in special situation transactions, restructurings, and due diligence assignments.
John Surrette chairs KLR’s Private Equity and Venture Capital Services Group and is also Chair of the firm’s Renewable Energy Services Group. He has a wide range of audit and consulting experience in a variety of industries including healthcare, renewable energy, technology and technology-enabled service companies, manufacturing and distribution. He works closely with private equity and venture capital firms in meeting both back office and Portfolio Company needs. He is experienced in evaluating investment opportunities and providing hands on experience during the pre and post transaction process. He has also spent a significant amount of time in the evaluation of internal controls and on forensic accounting engagements.