Webinar

Best Practices in Delivering and Tracking M&A Value and Synergies

Webinar image

It’s only a matter of time before your Board pops the question: 

How are we doing with those companies we acquired last year? Have we created value for our shareholders, e.g. incremental revenue, cost savings, new offerings, new markets?  

If, like so many others, your answer is “Hard to say,” “Depends on who you ask,” or “Not as well as we should. And it would take a lot of time and effort to provide an objective, fact-based response,” this webinar is for you.

Join Ted Sullivan, Senior Director at Virtas Partners, Lauren Johnson, Vice President Integration at Advocate Health, and Charles Cautley, Chief Product Officer at Midaxo, as they discuss how companies can more effectively identify, track and close gaps between the promised synergies and those actually delivered after closing.

On July 31 at 11:30am ET | 15:30 GMT | 16:30 BST | 17:30 CET you will learn: 

  • How to define value for the purpose of delivering promised benefits
  • Best practices for creating metrics, reports and processes to assign and track accountability across the end-to-end deal lifecycle, from target identification to due diligence to post-merger integration
  • Best practices for managing post-merger integration activities to deliver greater value more quickly 
  • How to think about the role of AI in better delivering the value of your deals

Speakers

Lauren Johnson
VP Integration, Advocate Health

Lauren Johnson, Vice President Integration at Advocate Health, is an action-oriented and results-focused professional with over a decade of experience in the health care industry. In her current role, Lauren combines big picture thinking with extensive integration and project management skills to deliver and track synergies of Advocate Health’s M&A activities. Her experience using value tracking to guide post-merger integration activities has helped her team drive significant expense reductions and revenue growth for Advocate Health.

Ted Sullivan
Sr. Director, Virtas Partners

Ted Sullivan, Sr. Director at Virtas Partners, specializes in M&A execution and integration. With 20 years of experience, he helps clients develop and execute complex acquisitions and divestitures. Prior to joining Virtas Partners, was Director of M&A Diligence and Integration at EPAM Systems. While at EPAM, he closed and integrated 15 acquisitions and partnerships over three years, adding over 1,000 people and eight international locations with focus on digital consulting firms, offshore development centers and new service platforms. Prior to joining EPAM, Ted held senior M&A integration roles at Wolters Kluwer and Pratt & Whitney, a division of Raytheon Technologies.  Ted is a graduate of Colby College, with a Bachelor of Arts in Government, and a Masters of Business Administration from Boston University.  

Charles Cautley
Chief Product Officer, Midaxo

Charles Cautley

Charles has held global commercial and technology leadership roles for Fortune 500 companies around the world. During his distinguished career he has won awards for product leadership at GE, PWC, AT&T, GTECH and TomTom. Charles holds a degree from the London School of Economics and is a Six Sigma Blackbelt.

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