Proformative Seminar Series: “M&A for CFOs: What You Don’t Know Might Kill (Your Deal)”

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A seminar series for corporate finance and related executives who want to learn how to always be prepared for acquisitions or being acquired.

Considering the stakes for companies and careers, I think that the audience will be very well served by this topic. - Bob Hotz, Sr. Managing Director, Co-Chairman of Houlihan Lokey and Global Co-Head of Corporate Finance

Proformative, The Resource for corporate finance, accounting, and treasury professionals has announced an exciting and critical Corporate Mergers and Acquisitions (M&A) educational seminar series for CFOs and related executives who want to maximize shareholder value in any buy or sell-side transaction.

The “M&A for CFOs: What You Don’t Know Might Kill (Your Deal)” series is all about being prepared. Ask any board member, investor or banker: nothing is more gut wrenching than losing a deal because you were not prepared. In fact, that is frequently a firing offense for a CFO. Proformative is bringing together a uniquely qualified group of professionals who do transactions for a living to specifically teach CFOs and other related executives what they need to know about running your company in ready mode: ready to buy or sell.

"You can run your company oblivious to M&A transactions and never notice – until the day comes when you get the phone call from the Chairman of a potential acquirer," said John Kogan, Chief Executive Officer of Proformative. "Then all hell breaks loose. If you are not ready or have not prepared your company, your company’s valuation could suffer - or, worse, you could blow the deal. The same is true for making acquisitions – if you are not ready, you just kill shareholder value."

Proformative is thrilled to have Houlihan Lokey, DLA Piper, Tatum and, depending on the city, either Deloitte, PricewaterhouseCoopers (PwC) or Ernst & Young (E&Y) participating. The audience will, over the course of a very compact seminar, hear from senior partners at each of four firms who are simply world-class experts in M&A strategy and transactions from the investment banking, legal, audit and transactional CFO perspectives. Best practices, pitfalls and other advice will be covered. The end result will be finance leaders and companies that will be ready when it’s time to be bought or to buy a company.

"This topic is incredibly valuable for finance leaders," says Bob Hotz, Sr. Managing Director, Co-Chairman of Houlihan Lokey and Global Co-Head of Corporate Finance, Houlihan Lokey. "Considering the stakes for companies and careers, I think that the audience will be very well served by this topic."

These live events will be held in New York (11/30), Chicago (12/1), Silicon Valley (12/10) and Boston (12/14) from 8:00am to 10:30am local time. Go to to learn more.

About Proformative
Proformative ( is a free and open resource and community dedicated exclusively to serving the needs of corporate finance, accounting, treasury, and related professionals. Proformative's members find free resources, subject-matter experts, and a community of their peers that enable them to learn and get work done. Proformative is completely free, community-driven and delivers a productive, 'noise-free' environment.

About Deloitte
Deloitte’s M&A practice provides comprehensive and strategically focused tax, accounting, consulting and advisory services to both financial and corporate buyers. With a global network of more than 4,000 M&A specialists, clients have access to experienced professionals in all forms of acquisitions, investment and financing structures, disposition alternatives, and post-transaction and integration activities. Our multidisciplinary approach teams-up top-flight M&A professionals, industry specialists, and technical experts to provide fact-based answers and independent advice geared to helping clients minimize risk and maximize returns.

About DLA Piper
DLA Piper is one of the largest legal service providers in the world with 3,500 attorneys in 30 countries and 69 offices throughout the US, UK, Continental Europe, Middle East and Asia. In certain jurisdictions, this information may be considered attorney advertising.

About Ernst & Young
Ernst & Young is a global leader in assurance, tax, transaction and advisory services. Worldwide, our 141,000 people are united by our shared values and an unwavering commitment to quality. We make a difference by helping our people, our clients and our wider communities achieve their potential. Our Transaction Advisory Services teams work with some of the world’s largest organizations, fastest growing companies and private equity firms on some of the biggest and most complex cross-border deals in the global market. We can help you achieve the growth, performance improvement and returns your stakeholders expect. Ernst & Young offers integrated, objective advisory services that are designed to help you evaluate opportunities, make your transactions more efficient and achieve your strategic goals. We can bring together the people you need, wherever you need them, to focus on helping you achieve success throughout the transaction lifecycle — and beyond.

About Houlihan Lokey
Houlihan Lokey is an international investment bank with expertise in mergers and acquisitions, capital markets, financial restructuring, and valuation. The firm is ranked globally as the No. 1 restructuring advisor, the No. 1 M&A fairness opinion advisor over the past 10 years, and the No. 1 M&A advisor for U.S. transactions under $3 billion, according to Thomson Reuters. Houlihan Lokey has 14 offices and more than 800 employees in the United States, Europe and Asia. The firm serves more than 1,000 clients each year, ranging from closely held companies to Global 500 corporations.

About PricewaterhouseCoopers
PricewaterhouseCoopers provides industry-focused assurance, tax and advisory services to build public trust and enhance value for its clients and their stakeholders. More than 161,000 people in 154 countries in firms across the PwC network share their thinking, experience and solutions to develop fresh perspectives and practical advice.

About Tatum
Companies turn to Tatum when critical business challenges arise because we immediately deliver C-level financial and technology operational expertise via solutions tailored to the Office of the CFO. We understand the urgency of NOW and our VELOCI-T solutions were designed to help business leaders accelerate results to create more value™.

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