Speaking Engagement

More and more companies in the middle market are finding that, in today’s environment, relying solely on an organic growth strategy does not provide the revenue and performance increases required to stay competitive. As growth, size, scale and operating efficiency seem to be the prerequisites for profitability- and many times survival- companies in all industries are turning toward mergers, acquisitions and divestitures to achieve their business objectives. Dan Roman’s presentation broadly introduced the eight key phases of the business acquisition process and specifically addressed key drivers for stakeholders in the middle market: (1) Strategy; (2) Target Identification and Approach; (3) Valuation; (4) Due Diligence; (5) Deal Structure; (6) Negotiation; (7) Contracts/Legal; and (8) Integration.