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Session C

Transaction Preparedness

Presented By: BMO Harris / CLA

Three years after the pandemic started, things have changed. So what is sustainable and repeatable in M&A today & has the trend become today’s reality?

Moderator:

Robert Harrod
Director, Corporate Advisory Group
BMO Harris Bank

Bob joined BMO in September 2019 and currently serves as a Director in BMO Harris’ Corporate Advisory Group. Bob has extensive experience in corporate development/M&A, strategy and investment banking. Bob joined BMO from Adtalem Global Education, where he served as a senior member of the corporate development & strategy team. Prior to Adtalem, Bob headed up the corporate development/M&A efforts of Fortune Brands Home & Security, and prior to that, for substantial businesses within GE Healthcare and GE Capital.  Prior to GE, Bob spent over 12 years in investment banking, primarily focused in healthcare, at various firms including Robert W. Baird, Vector Securities and Credit Suisse.

Panelists:

Dan McIntosh
Director, M&A
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.

 

Adrian Nohr
Principal
CliftonLarsonAllen (CLA)

Adrian is a deal services principal with more than ten years of experience working with privately held companies and their owners throughout the transaction life cycle. She manages buy-side and sell-side due diligence engagements and a wide range of transaction support engagements including working capital disputes and purchase price allocations.

Conference Location

#1 Norwood Hills Country Club Dr.
St. Louis, MO 63121
Tel: (314) 521-0682