M&A 101: What investment bankers do in mergers and acquisitions

Giovanna Burns, a VP with Meridian Capital, plays an essential role in transaction execution and supports the Seattle-based firm’s business development initiatives. She has provided advisory services to middle-market companies across various industries on transactions including buy-side and sell-side engagements, IPOs, debt issuances and growth equity raises.

We caught up with Burns to learn more about the basics of investment banking for the second installment of PitchBook’s M&A 101 series. (Check out the first part here) The interview below has been edited for length and clarity.

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M&A 101: What antitrust law means for mergers and acquisitions

Paul Jin is a partner in Goodwin’s Antitrust + Competition practice. His antitrust expertise covers a broad spectrum of commercial transactions. His practice focuses on assessing transaction-related antitrust risk, negotiating terms of agreements, determining the applicability of merger clearance filing requirements in US and foreign jurisdictions, and advocating on behalf of clients before the FTC and DOJ in connection with informal inquiries, Second Requests, third-party subpoenas and conduct investigations.

We caught up with Jin to learn more about the basics of antitrust law for the third installment of PitchBook’s M&A 101 series. The interview below is edited for length and clarity.

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M&A 101: The role of due diligence in mergers and acquisitions

Brett Dearing, Senior Director at BNY Mellon Wealth Management, is a Certified Exit Planning Advisor and a Certified Merger & Acquistion Advisor with over 27 years of experience. His areas of focus include platform preparation, contingency planning and succession planning. He specializes in M&A, recapitalization, stock purchases and asset sales.

We caught up with Dearing to learn more about the basics of due diligence with respect to mergers and acquisitions for the fourth installment of PitchBook’s M&A 101 series. The interview below is edited for length and clarity.

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CFO Success Series: Managing Key Resources

To build our future we must invest in the present.

Not long ago I had a conversation with colleagues about the value of an audit. It made me reflect on how the really good financial leaders I know surround themselves with the skills they need before they need them. They are rarely at a loss for quickly getting great advice on a topic critical to their team’s success If they don’t require a key skill full time they tap into advisors they can count on to deliver what they need.

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