Transaction Audits: How to prepare your company for any type of deal
Presented By: CLA & BMO Harris Bank
No matter what type of M&A transaction you’re looking to do, being prepared comes down to three areas--your finances, operations, and people. A group of entrepreneurs and experts offers a deep dive into how to make sure you’re checking the right boxes before you go to market with a deal.
BMO Financial Group
John is a Director in the Financial Advisory Services Group at BMO, specializing in mergers & acquisitions, recapitalizations, capital structure optimization and valuation. John has spent his entire career in investment banking, private equity, leveraged finance and restructuring advisory.
John holds an MBA from The University of Chicago, Booth School of Business and a BBA from the University of Iowa.
Bo is a principal with 25 years of experience assisting public and private businesses with accounting, tax and consulting issues. At CLA, he utilizes his experience with internal controls, derivatives, income tax accounting, project management and purchase accounting to serve manufacturing, distribution and commercial services clients. He has worked domestically and internationally on all phases of the audit process including initial audits, restatements and integrated and nonintegrated audits audit partner.
Drew is managing director of WILsquare Capital. He has spent his career investing in and operating businesses in the lower-middle market. His background includes the leadership of buyout transactions, service on portfolio company boards and various operating assignments.
Previously, he was a partner at Louis York Capital, a multifamily office making direct investments in industrial manufacturing and distribution businesses. There, he focused on deal execution and served as director of a manufacturing platform company.
Co-founder & Partner
TBS Falcon LLC
David is a founding partner of TBS Falcon LLC and chairman and CEO of TBS Falcon Energy Solutions, a subsidiary of TBS Falcon LLC. For TBS Falcon Energy Solutions, he is primarily responsible for energy project origination, project leadership, structure and investments for both domestic and international opportunities. Previously, he founded Targeted Business Solutions LLC, created to implement state-of-the-art innovation, provide world-class expertise, educate and offer its clients cost effective technologies to increase the energy efficiency of their buildings and save them significant money on energy costs.
In his role as CEO, Ross guides strategic direction for the first and only three-time MM&M Healthcare Agency of the Year. He recently merged his firm into the Fishawack Group, forming one of the world’s largest privately-held healthcare agency collectives. A “40 Under 40” and “Agency Entrepreneur of the Year” recipient, Ross is a regularly featured speaker on topics including patient engagement and empowerment, rare disease, and digital strategy for healthcare marketers.