7 Effective Ways to Modernize/Build IMO M&A (Cheat Sheet)

Integration

· EPISODE

How to Modernize IMO / Building a Synergy Plan that Actually Delivers

Teams are trying to figure out how to modernize IMO, and how to build a synergy plan that actually delivers. In this session, Jonathan and Bill discuss bench strength, creating the right IMO team, tips for modernizing, and more.

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Bill Clarkin, former Head of M&A at BMO Financial Group (TSE: BMO)

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“You’ve got to understand that there are certain things that you can’t control in a deal, because there’s two parties involved and the other party is not part of your company. So you’ve got to negotiate and be patient.” - Bill Clarkin

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Just want to share with you an interview that we had in our M&A virtual conference that talks about how to modernize IMO, and building a synergy plan that actually delivers. This interview was hosted by Jonathan Shiery, Director at Guidehouse, with the guest panel Bill Clarkin, Head, M&A at BMO Financial Group.

Jonathan Shiery

Jonathan Shier is the director at Guidehouse, a trusted advisory company to more than 300 leading global financial services companies

Bill Clarkin

Bill Clarkin is the Head of Mergers & Acquisitions at BMO Financial Group. He is Strategist and Execution Leader Driving High-Value, Sustainable Solutions throughout the Enterprise. His involvement spans 8 different mergers & acquisitions in ascending roles, culminating in leading the acquisition integration of a $10B asset purchase in 2015.

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