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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