CSI: Investigating Why M&A Transactions Fail

  • Room: National Harbor 10-11
  • Session Number: 306
Monday, October 16, 2023: 11:30 AM - 12:30 PM

Speaker(s)

Faculty
Andrew Voss MA, JD
Shareholder
Polsinelli PC
Faculty
Chris Consalus
Sr. Vice President of Development
BrightSpring Health Services
Faculty
Maria Warren
Vice President
McBee
Faculty
Mark Kulik MAMI
Senior Managing Director.
The Braff Group

Description

The due diligence process is cumbersome and overwhelming for buyers and sellers. it is filled with analysis, thorough review, and expert insight to assess the inter-workings and history of a potential merger or acquisition. This session will cover the investigation of “dead deals,” in addition to “Quality of Earnings,” and Clinical Compliance and will highlight the various reasons – legal, employment, and others that resulted in failed transactions. Attendees will take away a stronger understanding of the due diligence process through the stories shared by industry experts and lessons learned on what to look for and avoid in a future successful transaction.


Topic(s)


Methodology

Course Level: Intermediate; 1.2 Accounting CPEs (NASBA/BMO) 1 Nursing CNEs contact hours, 1 Nursing Home/Asst. Living Adm. CEs (NAB/NCERS)

Handout(s)


Additional Info

Learning Objective 1:
Describe the buyer’s perspective valuation and purchase price.

Learning Objective 2:
Explain actual case studies of intended but failed transactions.

Learning Objective 3:
Explain buyer focused due diligence topics critical to a successful transaction in today’s environment.

Primary Target Audience:
Home Health,Hospice