Hindsight is 20/20: What PE firms wish they knew pre-close — beyond the diligence

They say hindsight is 20/20. Everyone is eager to close the deal — sellers are protective, buyers are chomping at the bit — but, with all the excitement, sometimes our vision gets clouded (and there are additional considerations beyond financial and tax due diligence.) Problems can exist at a deeper level that are often exposed post-close. Whether it’s financial reporting cleanliness, personnel capabilities or technical skills, procedural issues like month-end close timeliness, or addressing disputes like working capital settlement, there’s always something we wish we’d done differently or sooner. We’re bringing together a panel of M&A experts for a discussion on pitfalls, from due diligence all the way through the hold period. Learn about how to address these oftentimes expensive issues early on — and what happens when you don’t. Join us on June 8 at Plante Moran for an insightful discussion, Q&A, and some great food and drink.