On Demand

2024 Spring Summit

A thought leadership event to optimize the way you do M&A

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What is the Spring Summit?

The Spring Summit is a semi-annual virtual event that unites experienced and up-and-coming M&A Science community members. This year's event featured presentations from trusted thought leaders who shared insights on the latest trends in M&A and provided expert tips and best practices for optimizing the way you do M&A.

3
Hours
4
Sessions
10
+
Speakers
1,600
+
Attendees

Agenda


From Silos to Synergy: Best Practices for Uniting Diligence & Integration in M&A

John Palusci
Division Director of Transformation Finance
Ciprian Stan
Head of M&A Integration, Polygon
Kison Patel
Founder and CEO, DealRoom
Naomi O’Brien
M&A Integration Leader
Tyler Rodewald
CPA - VP, Mergers and Acquisitions, EIS Holdings

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Join us as we explore the critical importance of synchronizing diligence and integration in M&A processes. 

During this session, you will learn practical strategies to optimize the transition from diligence to integration and how to minimize the risk of deal failures. Use this opportunity to strengthen your team's skills and foster strategic growth with valuable insights from M&A leaders.

The M&A Change Challenge: Mastering Cross-Functional Technology Implementations

Christian von Bogdandy
Global Lead M&A - Managing Director, Slalom
Kristopher Bates
Senior Manager, PMO (CEO Office), Miovision

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Are your M&A processes & tools currently siloed across cross-functional teams?  This disparate approach to M&A results in known inefficiencies but is often hard to change.  In this session, explore the critical challenges and strategies involved in implementing new, centralized  M&A technology and processes. Gain insights into proven change management techniques that foster alignment, enhance communication, and drive successful outcomes in complex M&A scenarios.

Join Julia Rollins, Director of Customer Success at DealRoom, as she shares her expertise on overcoming resistance and ensuring smoother transitions as you implement new M&A technology and processes across teams. Don’t miss this chance to turn your M&A chaos into streamlined success.

Women in M&A: M&A Best Practices & Predictions for 2024

Elizabeth Buck
VP of Partnerships and Alliances, DealRoom
Ritika Butani
Corporate Development Leader
Amy M. Weck
VP, M&A and Integrations, The Liberty Company Insurance Brokers
Shveta Mujumdar
SVP, Corporate Dev, Intuit

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This informative session features Shveta Mujumdar, SVP, Corporate Dev at Intuit; Ritika Butani, Corporate Development Leader with experiences at Yahoo, Block, and most recently Toast; and Amy Weck, VP, M&A and Integrations at The Liberty Company Insurance Brokers.

In this session, they share their invaluable learnings from 2023 and insightful predictions for the M&A landscape in 2024. From sourcing billion-dollar deals to devising strategies for successful integrations, the panel offers both inspiration and education through the lens of our Women in M&A community.

3 Tips For Efficiently Scaling M&A in Roll-Up Businesses

PJ Patel
Co-CEO, Valuation Research Corporation (VRC)
Charles Sapnas
Managing Director, Valuation Research Corporation (VRC)
Chris Mellen
Senior Managing Director, Valuation Research Corporation (VRC)

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In this session PJ Patel, Co-CEO, Charles Sapnas, Managing Director, and Chris Mellen, Senior Managing Director of Valuation Research Corporation, explore the state of valuation in 2024 and share their wealth of experience, having worked on 1000+ deals and valued 25k securities last year alone. Watch now to get unparalleled insights into the current market environment.

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Now you can watch the Spring Summit whenever you want! This year’s event featured presentations from trusted thought leaders who shared insights on the latest trends in M&A and provided expert tips and best practices for optimizing the way you do M&A. Fill out the form to watch now.