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M&A from a CFO’s Perspective  Session 1

M&A from a CFO’s Perspective Session 1

FromM&A Science


M&A from a CFO’s Perspective Session 1

FromM&A Science

ratings:
Length:
46 minutes
Released:
Nov 6, 2023
Format:
Podcast episode

Description

David Barnes, Chief Financial Officer at Trimble Inc. (NASDAQ:TRMB) This episode is sponsored by the M&A Science Academy, DealRoom, and FirmRoom.  To join our growing online community of M&A practitioners, visit mascience.com/academy.  Ready to take your M&A to the next level with software made to manage each stage of the deal process? See how DealRoom can facilitate your next deal at dealroom.net. FirmRoom provides 80% cost savings over VDRs that bill by page and delivers a far better user experience to boot. Sign up in under 2 minutes by going to firmroom.com. Episode Timestamps 00:00 Intro 04:29 The Role of CFO 05:14 How the CFO’s roles differs from the CEO 06:24 Decision-making process and approvals workflow 09:43 Communicating opportunities 11:15 Prioritization 14:18 Balancing the allocation of budgets 16:42 How equity compensation works 18:14 How aligned investment analysts are when evaluating a company 20:08 Forecasting deals 22:53 Priorities when looking at deals 26:49 Balancing priorities when structuring earnouts 28:31 Understanding a company’s culture 31:08 Integration from a CFO’s perspective 33:49 How the speed of integration impacts value realization 37:05 Biggest lessons learned as a CFO 39:23 How to pitch deals to the CFO 41:38 Craziest thing in M&A  
Released:
Nov 6, 2023
Format:
Podcast episode

Titles in the series (100)

M&A Science is an educational podcast exploring the intricate world of M&A with industry leaders and practitioners. This podcast is sponsored by DealRoom, a diligence management and virtual data room platform for complex financial transactions.