The Ideal M&A Transaction

This module expands on the previous module "Business Valuations, Sales, M&A, and Transactions". Mr. Kavelaris outlines the Ideal Conditions that foster a Merger or Acquisition and also explains the Ideal Process that enables these moves to flow smoothly.   

Covered Topics

  • Sellers Readiness
  • Project Managers
  • M&A Teams
  • Win-win Approach
  • Data Accumulation and Sharing
  • Business and Economic Conditions

Who Should Attend?

Anyone in the institution having compliance responsibilities - when you think about this, it could be just about anyone in the institution. This may include members of senior management, operations personnel, lending personnel, underwriters, customer service representatives, back-room personnel, and of course compliance officers, auditors, and attorneys, and anyone else in the institution that might benefit from this valuable information.

The biggest value of the series..."Ability to have someone explain in plain English what is going on." Christine G., Bank Fund Staff Federal Credit Union