Recession Readiness: How to get deals done by preparing for any type of economic uncertainty
Presented By: BDO / BMO Harris Bank
Despite continued uncertainty, there doesn’t appear to be much slowdown in deal flow. That’s put the onus on more stringent deal preparation before you go to market for any type of M&A transaction. But many executives aren’t familiar with the deal landscape they’re facing today. So, what can you do to better position your company financially and operationally to capitalize on current market trends and secure a high valuation? Join a group of active dealmakers as they share best practices for gaining the upper hand in a highly competitive environment that looks to be here to stay.
Managing Director, Business Restructuring Services
BDO Consulting Group
Robert is a Managing Director in BDO's Business Restructuring & Turnaround Services practice. His focus is on middle-market companies, both distressed and healthy, seeking financial financial and operational improvement through interim financial leadership and re-organization. Robert is a seasoned restructuring professional, with significant experience in the manufacturing, distributing, hotels/ hospitality and entertainment industries.
Tom Goodmanson is the president and CEO of Calabrio, the global customer experience intelligence company that builds software to enrich human interactions. Since 2008, Tom has led Calabrio’s vision, culture and growth to 700 employees today, helping more than 4,000 customers around the world engage with and understand their customers.
Director - PE Advisory Practice Leader
The Chartis Group, LLC
Eric Mayeda is a Director with The Chartis Group where he leads the firm’s Private Equity Advisory Practice. He has over two decades of healthcare management consulting experience. During his 18 years with Chartis, Mr. Mayeda has served as a senior advisor and strategist to leading healthcare-focused private equity firms, public and private healthcare services and technology companies, academic medical centers and children’s hospitals, national and regional health systems, physician organizations, and payors.
BMO Capital Markets
Dan has been focusing on healthcare middle market M&A since starting at BMO in 2017. He previosly worked at Alvarez and Marsal, where he started in 2014 and was involved in a number of merger integration, due diligence and performance improvement engagements. Prior to joining A&M, Dan worked as an Equity Research Associate at Robert W. Baird, where he covered small- & mid-cap technology stocks. Dan also held several management roles at GE Healthcare while working in the company’s diagnostic imaging and life sciences businesses. In his early career, Dan worked in operational and financial roles at GE Plastics, General Mills, and Cargill.