Embark

Embark welcomes Ryan Lewis to the team, enhancing our Deal Advisory capabilities and helping us perform healthcare due diligence services ?? We are thrilled to announce that Ryan Lewis has joined Embark as a Managing Director in our Deal Advisory team in Dallas. Ryan brings a wealth of experience that will significantly enhance our capabilities in serving healthcare targets, private equity firms, acquisitive clients across various sectors, and so much more. ?? A closer look at Ryan's impact: ? Deepening our healthcare sector knowledge ? Expanding our private equity advisory services ? Enhancing our M&A capabilities for growth-oriented clients ?? For our clients: Ryan's addition means access to even more robust deal advisory services, tailored to your specific industry needs and growth objectives. Please join us in welcoming Ryan to the Embark family. We're excited about the healthcare due diligence experience he brings and the positive impact he'll have on our clients' success. To learn more about how Ryan and our Deal Advisory team can support your business objectives, check out: https://hubs.ly/Q03dv4d40 #EmbarkAdvisory #DealAdvisory #Healthcare #PrivateEquity #NewHire #BusinessGrowth

Navigating the EU Omnibus & Corporate Sustainability Reporting Directive (CSRD) changes ?? The landscape of corporate reporting is evolving with the EU Omnibus Proposal and CSRD updates. Here's what we're taking a closer look at: ?? Key objectives: Streamlining processes, reducing complexity, and lowering compliance costs to enhance competitiveness ?? Scoping & timing adjustmentsNew thresholds for large undertakings and extended timelines for reporting ?? Assurance & materiality: Continued focus on limited assurance and double materiality ?? Value Chains & taxonomy: New directions for reporting and compliance cost reductions ?? Strategic steps: Align with frameworks, improve materiality assessments, and integrate sustainability strategies Want to dive deeper into these changes and how they can impact your business? ?? Read our blog post for an in-depth analysis and strategic insights to help you adapt and thrive in this evolving landscape: https://hubs.ly/Q03dB1Hd0 #EUOmnibus #CSRD #Sustainability #CorporateReporting

At Embark, we're always seeking innovative ways to elevate our client services. That's why we're thrilled about our partnership with Pigment a true game-changer in business planning technology. Here's why this collaboration is transforming business planning: 1?? Embark offers specialized Pigment implementation, optimization, and training services 2?? Pigment's platform unifies data and teams, enabling flexible, strategic planning 3?? Together, we're empowering faster decision-making and crystal-clear insights 4?? Our clients see ROI in less than 6 months, with 306% ROI over three years! This partnership is crucial to our strategy at Embark, allowing us to stay at the forefront of innovation and bring tailored solutions to navigate today's complex business landscape. We recently had the pleasure of hosting Pigment's Global Head of Partnerships, Rohan Batra, and team for a productive business plan review and QBR. It's partnerships like these that fuel our innovation and drive to serve our clients better. ?? Ready to revolutionize your business planning with Embark and Pigment? ?? Explore the full potential of our partnership: https://hubs.ly/Q03dmGkD0 #BusinessPlanning #TechPartnership #Innovation #EmbarkWithUs #PigmentPartner

Today's new blog in our Healthcare M&A series is all about Financial Integration! ?? Learn the crucial steps for achieving successful financial integration during healthcare post-merger scenarios: https://hubs.ly/Q03cQ13y0 We explore how aligning financial reporting systems, tracking and realizing efficiencies, and maintaining robust control environments are vital for supporting patient care and ensuring the success of merged entities. Whether you're involved in standardizing ERP systems or identifying financial synergies, this blog provides the insights you need to help your organization not just survive, but thrive post-merger. Don't miss out on these valuable strategies from Megan Moody, CPA to enhance your merger outcomes! #Healthcare #FinancialIntegration #PMI #MergerSuccess

In our newest episode of "Accounting Matters," Embark's?Adam Olsen and?Allison Bradshaw explore the latest developments in #sustainability reporting. They delve into the EU's proposed #Omnibus package, explaining its key components like the Postponement and Amendment Directives, and discussing its potential impact on reporting obligations and due diligence requirements. ?? Adam and Allison provide insights into the shifting landscape of sustainability reporting, including updates on #SEC climate rules, state regulations, and #ISSB standards. They also examine the broader implications of the Omnibus proposal, such as changes in scoping, timing, materiality, and assurance requirements. Whether you're navigating the complexities of the #CSRD or assessing your company's sustainability strategy, this episode is packed with analysis and actionable insights to help your business stay ahead in the ever-evolving world of financial reporting and sustainability.??? Tune in to learn how these changes could affect your organization and what steps you can take to prepare for the future. ?? Don't miss this essential discussion on the future of sustainability reporting! ?? Listen now wherever you get your podcasts:? https://lnkd.in/grtQWPY6

Transform your healthcare merger with effective IT and data integration ??? Check out our IT and Data Integration for Healthcare M&A blog post for insights and actionable steps: https://hubs.ly/Q03bS_JC0 In the complex world of healthcare mergers, IT and data integration are pivotal. Here's a sneak peek how to get it right: 1?? Plan ahead: Start early by assessing existing systems and crafting a robust migration strategy. This proactive approach minimizes disruptions and enhances operational efficiency. 2?? Prioritize compliance: Ensure alignment with regulations like HIPAA. Implement strong data governance and cybersecurity measures to protect sensitive patient information. 3?? Leverage expertise: Engage third-party experts with proven healthcare IT experience. Their insights can bridge gaps and ensure seamless integration. #ITIntegration #PMI #Healthcare #DataSecurity #EmbarkInsights

?? Embark has been awarded "Rising Star of the Year" in North America by Pigment! ?? This prestigious award highlights our team’s exceptional dedication and impact within the Pigment ecosystem in just our first year of partnership. ?? A heartfelt thank you to Pigment for this recognition and to our incredible team, partners, and clients for their unwavering support. We are excited to continue this journey and achieve even greater milestones together! Find out more about our Pigment service offering: https://hubs.ly/Q03bPQ9B0 #RisingStarAward #Pigment #Innovation #TechnologyEnablement #EPM

?? Master post-merger integration with effective communication Effective communication is the backbone of a successful post-merger integration. It builds trust, reduces uncertainty, and fosters collaboration. ?? Get our experience-backed tips in our new PMI Communication Strategies blog post: https://hubs.ly/Q03bwfP50 Take a peek at the strategies we discuss inside: ?? Early and transparent communication: Share the integration plan with all stakeholders to set a solid foundation. ?? Multiple communication channels: Reach everyone effectively through emails, town halls, patient portals, and more. ?? Regular updates: Keep stakeholders informed to prevent rumors and maintain morale. ?? Engage frontline staff: Involve them early and provide clear, consistent information to ensure smooth transitions. ?? Establish communication channels: Foster collaboration across leadership and teams with regular meetings and touchpoints. #Healthcare #PostMerger #CommunicationStrategies #MergersAndAcquistions #EmbarkInsights

Planning a healthcare merger? Ensure success from the start with our pre-merger planning guide: https://hubs.ly/Q03bbtLx0 Before diving into post-merger integration, it's crucial to start with effective pre-merger planning. In this section of our Ultimate Post-Merger Integration Guide, we’re setting you up for success by walking you through key steps of pre-merger planning, including: ?? Crafting a strategic vision ?? Aligning stakeholders ?? Conducting thorough due diligence Pre-merger planning sets the stage for a successful integration. Unlock the full potential of your merger with our detailed roadmap and strategies. #Healthcare #PreMergerPlanning #PostMergerIntegration #EmbarkInsights

?? SEC Expands Confidential Filing Accommodations – What You Need to Know Recent changes from the SEC's Division of Corporation Finance—enhanced accommodations for companies submitting draft registration statements for nonpublic review are here, making it even easier for issuers to confidentially prepare for public offerings while maintaining investor protection. ?? What's Changing? ? More Eligible Forms – Companies registering securities on Forms 10, 20-F, or 40-F can now use the nonpublic review process. ? Greater Submission Flexibility – No more 12-month limitation! Companies can submit draft statements at any time, provided they meet the SEC’s new filing timeline requirements. ? De-SPAC Transactions Included – De-SPAC registration statements now qualify when the SPAC survives and the co-registrant target is eligible. ? Underwriter Name Omission – Issuers can omit underwriter names in initial drafts (must be included in later filings). ? Foreign Private Issuer Options – More pathways for FPIs, including leveraging EGC accommodations. ?? The SEC’s goal? Supporting capital formation while maintaining transparency and investor confidence. These updates streamline the filing process, particularly for companies navigating IPOs or de-SPACs transactions. At Embark, we’re here to help you understand and navigate the evolving SEC landscape—whether you're prepping for an IPO, evaluating a SPAC deal, or refining your regulatory compliance strategy. ?? Want to learn more? Let’s talk! https://lnkd.in/gquQgszn #SEC #CorpFin #CapitalMarkets #IPO #SPAC #RegulatoryCompliance #EmbarkWithUs