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Knockout: Beating Private Equity At Their Own Game – An M&A Buyer and Seller Discussion
Private equity firms have reshaped the M&A landscape, leveraging sophisticated deal sourcing, disciplined valuations, rigorous due diligence, innovative deal structures, and an unwavering focus on value creation to gain a competitive edge. But these strategies aren't exclusive to private equity. What can corporate buyers, business owners, and executives learn from the private equity playbook—and how can they turn those insights into a powerful advantage at the negotiating table? This candid, executive-level discussion will pull back the curtain on the strategies, tactics, and deal-making disciplines that private equity firms use to identify opportunities, maximize returns, mitigate risk, and negotiate favorable terms. Examining M&A from both sides of the negotiating table, our panel will explore how corporate buyers and sellers can apply these same principles to strengthen their negotiating positions, protect their interests, and achieve more favorable transaction outcomes. The conversation will tackle the critical factors that can make—or break—a deal, including valuation and transaction structuring, preparing a business for sale, uncovering hidden risks and untapped opportunities during due diligence, negotiating beyond purchase price, competing for high-value acquisitions, and maximizing post-closing performance. Equally important, the discussion will reveal how experienced buyers and sellers anticipate challenges, recognize leverage, avoid costly missteps, and create value long before a transaction closes. Because successful M&A isn't simply about getting a deal done. It's about getting the right deal done, on the right terms, with the greatest potential for lasting value. Attendees will walk away with actionable insights into how to think, negotiate, and execute like private equity professionals—while discovering how to leverage the very strategies that have made PE firms formidable competitors to beat private equity investors at their own game.
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CPE Information

Discussion Leader: Warren Feder, Partner, Carl Marks Advisors
Discussion Topic: Knockout: Beating Private Equity at Their Own Game - An M&A Buyer and Seller Discussion
Hosted By: CFO Intelligence & Real Estate Strategies Corporation
Recommended CPE Credits: 2.0 Continuing Professional Educaiton ("CPE") credits. In order to be awarded the full credit hour(s) applicale to this course, attendees must be present, register attendance and departure on the attendance sheet at the course registration desk, and complete the course survey.
Event Format: Group Live In-Person
Who Should Attend: CFOs and Senior Finance Executives
Recommended Field of Study: Course participants include those with beginner, intermediate, or specialized knowledge in Finance
Learning Objectives: * Competencies accomplished finance executives have developed * Importance of critical skills development * How effective communication, leadership and other attributes contribute to CFO career success
Expected Take-Aways: * Actionable intelligence on next level leadership roles * Unique CFO career paths * Alternative approaches to achieiving success
Program & Experience Level: Intermediate
Prerequisites: Basic knowledge of finance, operations & technology in general business and industry.
Pre-Study & Advanced Preparation Requirements: None
Refund Policy: No Fee
Complaint Policy: For information regarding complaint and program cancellation policies, please contact our offices at 201 906 8964 or email our CEO, Andrew Zezas, at Andrew.Zezas@CFOintell.com
Official NASBA Acceptance Statement: CFO Intelligence, LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

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