Location Name
General Session Room - Live Oak
Description
General Session #4 – Priority M&A Diligence Items to Expect in 2024
Within the last three years, AM&AA members have experienced both turbulence and recovery throughout portfolio companies and acquisition activity. This panel will cover how diligence is assisting in validating the success and what deal makers are prioritizing in diligence now as a result.
Date & Time
Thursday, February 1, 2024, 11:00 AM - 12:00 PM
Speakers
Amanda Foyt - Comerica Bank
John Dalton - Industrial Device Investments
Ken McDonald - Bernstein Private Wealth Management
Amy Moore - CLA/ USHV
Gregory Wilder - Wildflower Legacy and Wealth Planning, LLC (Florida CPA firm) Wilder Tax and Wealth Planning, LLC (Texas CPA firm)
Robert Schroeder - BakerHostetler
John Dalton - Industrial Device Investments
Ken McDonald - Bernstein Private Wealth Management
Amy Moore - CLA/ USHV
Gregory Wilder - Wildflower Legacy and Wealth Planning, LLC (Florida CPA firm) Wilder Tax and Wealth Planning, LLC (Texas CPA firm)
Robert Schroeder - BakerHostetler
