Michael Haghighat and Joseph Hirsch attended The CFO Leadership Council event, held at the offices of KPMG in San Diego on September 13, 2017. The event coordinator was Regional Director, Toni Club. The program’s highlights were merger and acquisition transactions, and why some are the most exciting and intense periods of activity that CFOs will experience in their careers. What are some of the operational, strategic and tactical challenges a CFO will encounter during an M&A transaction? What are the most important legal challenges the CFO will encounter during a deal? As a CFO, how do you overcome the challenges faced during both the acquisition and post‐acquisition period? What role does technology play in all of this?
The panel of experts shared their experiences and discussed the legal, strategic and operational issues faced by executives in the world of mergers and acquisitions. The Panel consisted of two CFOs with different perspectives on mergers vs. acquisitions, an M&A Lawyer, an M&A firm; and Moderator. The panelists were Globalview’s own Michael Haghighat, Founder and Managing Director; Ashish Jariwala, Managing Director at PierCap Partners; Stephen LaSala, Partner at Sheppard Mullin; and Jason Moran, Managing Director and Group Head of Healthcare Life Sciences at KPMG.
Learning objectives from the program included:
- Understanding the challenges you will face when putting your company up for sale;
- Strategic considerations that are critical to a successful transaction;
- Legal challenges that CFO’s face when entering into a transaction;
- Recognize the important role that technology plays in the successful execution of a deal; and
- Best practices on over‐coming challenges faced during both the acquisition and post‐acquisition.
Founded in 2006, The CFO Leadership Council began as an informal gathering of finance executives who wanted to build lasting connections with their peers in a comfortable, confidential setting. Originally named “The CFO RoundTable,” its close community has grown significantly over time and, to date, includes 23 chapters and more than 1,300 members who actively drive the organization through their feedback and insight.
In addition, their sponsors and partners are a select group of industry leaders who help to enhance its stellar reputation. And, keeping in mind its original goal of offering programs “for CFOs, by CFOs,” they continue to provide the best monthly in-person events, featuring expert panels and interactive sessions, as well as fresh, online content that drives meaningful conversation and leadership development amongst our membership.