Performing Due Diligence for Mergers and Acquisitions: Assessing Risks and Earnings, Identifying Deal Breakers
Recording of a 110-minute CPE video webinar with Q&A
This webinar will emphasize the importance of a well-planned and disciplined due diligence review. Our panel of acquisition experts will outline the various elements of the due diligence process, identify common pitfalls in analyzing target investments, and explain the necessity of reverse due diligence review.
Outline
- What is due diligence?
- Key objectives of the due diligence process
- Common due diligence pitfalls
- Key areas of focus during due diligence
- Quality of earnings insights
- Working capital
- Questions for management and employees
- Reverse due diligence
Benefits
The panel will cover these and other critical issues:
- Techniques that can be applied to enhance due diligence reviews substantially
- Revealing questions to ask management and employees
- Determining a target's stand-alone value
- Identifying dealbreakers early on
- Assessing risks and transaction requirements
Faculty
Jonathan Moore, CPA
Partner-in-Charge of Advisory Services
PKF O'Connor Davies
Mr. Moore provides accounting due diligence services in connection with mergers and acquisitions, divestitures, and... | Read More
Mr. Moore provides accounting due diligence services in connection with mergers and acquisitions, divestitures, and carve-out transactions initiated by private equity firms and strategic investors.
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Andrew Suh
Partner
PKF O’Connor Davies
Mr. Suh is responsible for leading buy-side and sell-side transaction advisory services including due... | Read More
Mr. Suh is responsible for leading buy-side and sell-side transaction advisory services including due diligence assistance (accounting, financial, tax), purchase agreement vetting, closing and post-deal assistance to corporations, private equity investors and their portfolio companies. With over 14 years of international experience, Mr. Suh had been part of the transaction advisory services practices of two “Big 4” international accounting firms. Previously, he was the CFO of a private equity backed technology company which he guided through multiple acquisitions and ultimately a successful exit for the private equity sponsor and management shareholders. Mr. Suh has provided clients with assistance in over 150 transactions including significant software and technology experience where he advised on critical metrics such as recurring revenue streams, customer and user churn, bookings momentum, and customer acquisition costs. He has also worked on deals ranging in value from $5 million to $2 billion in other industries including: media/entertainment, telecommunications, life sciences, healthcare, business services and consumer products. In addition, he has advised on a number of cross-border transactions involving, Canadian, Australian, South American, European and Asian entities.
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