Session Presenters

Gary Svec

Managing Director, Investment Banking

Performance Trust Capital Partners, LLC

Breakout 2: M&A Diligence for Directors – Do You Know What to Ask?

In this time of significant change, stress and volatility in our industry, M&A can be a big opportunity…but also a big risk. In this session, we discuss how a board should analyze any deal, whether buying, selling or merging. Today, more than ever, there are critical assumptions being made to project the results of any M&A transaction and these assumptions, if wrong, could dramatically change the results of a deal. Also, do you know what happens to your deal if (when) rates change and how it may change your risk profile? This session identifies the key questions any director should ask to understand the risk-reward of any deal.

Session Resources