Learning the Best Practices of an M&A Finance Process w/ Liz Hosman and Mark Miller

In August 2021, Walker Sands, a B2B tech agency, acquired March Communications, a Boston-based PR agency. As a combined company, they make the fifth largest technology-focused firm in the country. To understand what an M&A process looks like from a financial side, we have invited Liz Hosman, the VP, Finance and Business Partner at Walker Sands, and Mark Miller, Senior Vice President of Finance at Walker Sands. They share tips, tricks, and best practices they've learned along the way during the acquisition. In this episode, we discuss: - Walker Sands and March M&A transaction - M&A tips, tricks, and best practices - How to drive strategic value to grow revenue in margin For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player! Presented by Personiv https://insights.personiv.com/cfo-weekly

Om Podcasten

Looking to build an efficient accounting team so you can focus on strategy and business growth? As the role of the CFO changes to include long-term performance-driver, all-knowing technology expert and full-company strategic guide, more and more accounting leaders are left overwhelmed. Join us as we talk to CFOs, Controllers and other industry veterans who share their expertise on how to streamline accounting processes, create established efficiency and move to a data-driven model, allowing you to tackle what matters. CFO Weekly is brought to you by Personiv, a high-quality, people-powered solution to all of your accounting needs. From procure-to-pay and order-to-cash to record-to-report, and from transactional to Controller-level support and more. Personiv goes above and beyond to get results with a team as small as one in our offshore, cost-saving model.