Due Diligence Considerations
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Most buyers recognize that due diligence is an important step in the merger and acquisition (M&A) process. But for many sellers, it’s a new experience and due diligence may feel more like an unnecessary scrutinization of their business. In any partnership it is not a matter of “if” issues will arise but rather “when” they will arise. Don’t be left in the dark. Whether you are looking to sell or acquire, this is the webinar to attend to learn the importance of due diligence from both the buyer and seller’s perspective.
Join Jen Martin, Vice President, Financial Advisory at MarshBerry and Brandy Carbone, Vice President, Financial Advisory at MarshBerry as they discuss the reasons firms may forego due diligence, why it is valuable to both buyer and seller, and other risk assessment considerations.
Originally recorded October 19, 2023. Runtime = 43 minutes.
Presented by Jen Martin, Vice President, Finical Advisory, MarshBerry and Brandy Carbone, Vice President, Finical Advisory, MarshBerry
As part of MarshBerry's Finical Advisory team, Jen focuses on financial management consulting and valuations services, while also assisting senior level consultants on merger and acquisition advisory. She currently maintains the FINRA Securities Industry Essentials (SIE) Exam, in addition to the Series 7, 79, and 63 FINRA Registrations through MarshBerry Capital, LLC, the affiliated FINRA-registered Broker/Dealer of Marsh, Berry & Co., LLC.
Brandy has over ten years of experience in investment banking, data analytics and business management - plus tenure as an entrepreneur and nonprofit leader. Her current responsibilities include acting as a client-facing lead on M&A and financial consulting projects, developing strategy and implementation of client deliverables, as well as recognizing opportunities for growth that ultimately enhance client satisfaction.
For questions about this on-demand webinar, contact Marketing@MarshBerry.com