What a luncheon! Thank you Grace Ann Bourne and the great folks at Business Advisors of Cleveland for the hospitality and dynamic conversation about M&A. A record turnout on the coldest day of the year because M&A in NEO is catching ??. Check out our team photos from the event! George Granchi, Jamie Schneier and founder Sean M. Ward in action! Don’t forget to sign up for our newsletter to stay on top of what’s happening in M&A in NEO, interviews with local decision makers, and more: https://lnkd.in/egYvRamq
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Mergers and Acquisitions (M&A) are a critical, often strategic, tool which businesses can use to achieve growth. Yet, M&A can be fraught with risks which is why so much due diligence goes into the process from multiple vantages, including legal, financial, and people lenses. A traditional aspect of the people-side of M&A has been the assessment of culture - typically at the executive level. This is necessary, but is it sufficient or is this just the portion of iceberg easiest to see? Often, the more granular layer of the individual strengths, values, and motivations of the rank-and-file workforce within a company is the portion of the iceberg below the surface. Fortunately, tools and techniques for rapidly, consistently, and effectively seeing the whole iceberg are changing the game. A leader in this space is Humanico which will be hosting a panel on the people side of M&A to discuss what they have learned in helping companies truly understand the humans in a business.
There's now less than a week to go we'd like to thank those who've already let us know they will be joining us. With such a diverse crowd, we can't wait for what is sure to be a lively panel discussion with some provocative debate thrown in for good measure. We'd also like to thank Stone & Chalk for the great space to host such events. #MergersAndAcquisitions #PostMergerIntegration #BusinessStrategy #ValueCreation #RiskMitigation Louise (Lou) Higgins Michelle Price Pierre de Villecourt Paul Rush Fiona Vale
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Get a sneak peek and mark your calendars! ?? The 4th Annual CBER-SESS Conference is happening on December 9th-10th, 2024. Watch our video to learn more about the exciting discussions, groundbreaking research, and networking opportunities that await you. #CBERCON2024 #RethinkingEconomics
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Get ready to "merge" your knowledge and "acquire" new insights into buying or selling your #RIA practice with Jack Cooper!
I look forward to representing Beacon Pointe and speaking at Gladstone Group Inc.’s annual M&A Conference! Industry trends, insights, and networking opportunities will all unfold from May 2 – 3. Dan Kreuter Derek J. Bruton Michael Bilotta Steven Clark Registration is now open, come join us!
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David Peckinpaugh, CMP, CIS, President & CEO of Maritz, shares insights on the evolution of event experiences in a world shaped by technology and changing client demands. In this interview, we delve into Maritz's commitment to sustainable practices, the role of digital tools in enhancing events, and the company's approach to crafting culturally relevant experiences for a global audience. Maritz David Peckinpaugh Read more on WTFI/Live: https://lnkd.in/dS_qXCAg
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Are you attending? Let us know in the comments
Hear from Jodie Mears FInstAM as we get ever closer to the first ever Summer Summit next Wednesday... ?Who is Jodie and what does she do? ??What is Jodie's session at the summit? ?Why is this topic important, and how will it impact our delegates professional lives? Tickets are still available and you can catch Jodie's session at the Summit next week by purchasing your ticket here: https://lnkd.in/es__jBTC
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David Peckinpaugh, CMP, CIS, President & CEO of Maritz, shares insights on the evolution of event experiences in a world shaped by technology and changing client demands. In this interview, we delve into Maritz's commitment to sustainable practices, the role of digital tools in enhancing events, and the company's approach to crafting culturally relevant experiences for a global audience. Maritz David Peckinpaugh Read more on WTFI/Live: https://lnkd.in/dcjDjie9
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Get ready to "merge" your knowledge and "acquire" new insights into buying or selling your #RIA practice with Jack Cooper!
I look forward to representing Beacon Pointe and speaking at Gladstone Group Inc.’s annual M&A Conference! Industry trends, insights, and networking opportunities will all unfold from May 2 – 3. Dan Kreuter Derek J. Bruton Michael Bilotta Steven Clark Registration is now open, come join us!
Registration for Gladstone Group Inc.'s Annual M&A Conference
https://gstonellc.com
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Last week, I had the opportunity to attend the Exit Planning Summit in Marco Island, and boy, it was the Superbowl #CEPA conference. Thank you to Scott Snider and Exit Planning Institute for your time, dedication, and education. The connections made were valuable and I look forward to implementing strategies learned into my practice! #exitplanningsummit #exitstrategy #exitplanning #businessadvisors #businessowners #successionplanning #AugustaME #mainebiz #mendallfingrp
President at Exit Planning Institute | Contributor for Forbes Business Council & Entrepreneur Magazine | Value Creator | Keynote Speaker | Family Business Owner | Dedicated Educator | Growth Strategist
The Exit Planning Summit is officially over! Wow! Record breaking, amazing year. It is time to debrief, learn and grwo from your feedback, and prepare for the 2025 Summit at Sunseeker Resort Charlotte Harbor! If you have suggestions for new elements. If you want to speak next year and have an intersting topic. If you would like to partner and gain access to some of the most incredible advisors in the space today. If you generally have suggestions for next year. Please drop them in the comments below!! A big thank to Team Exit Planning Institute for all you do to make this community, this summit, and our organization what it is! Thank you to Jocelyn Bires for her leadership and oversight of this amazing event! Thank you to Purple Films, LLC. and Kevin Kopanski for capturing this amazing event. Thank you to REAG for powering this entire event and Scott Mashuda, Jaclyn Ring, CMAP, MAMI, Todd Torquato, and Joshua C. Irons. And all of our partners who make this event come alive. What a year!! Until next year! See you throughout our EPI Community and Chapter Network! Already out and headed to the EPI Washington Chapter! Check out 2025 at www.exitplanningsummit.com #exitplanningsummit #exitstrategy #exitplanning #businessadvisors
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Can't wait for tomorrow! Our July online Insight forum, followed by another chance to speak at #QuirksNewYork, catch up in person with some of our US members, and meet some more Insight leaders who have the ambition to transform their team's impact ?? Please come over to Kiosk G and say hi to Emma, Lisa and me if you're at Quirk's this year! Insight Management Academy Quirk's Media #Insightforums #Insightnetwork #Insightbenchmarking #Insightleadersplaybook #Insightconsultants #Insightfarmers #Insightinfluencers #Insightstorytellers #TransformingInsight
We're back in New York! If you're at Quirk's this week and have the ambition to transform your Insight team and its impact, please come and say hello to the IMA team at Kiosk G! https://buff.ly/3Wryz5P #Insightforums #Insightnetwork #Insightbenchmarking #Insightleadersplaybook #Insightconsultants #Insightfarmers #Insightinfluencers #Insightstorytellers #TransformingInsight #QuirksNewYork
Connect with us at Quirks New York
insight-management.org
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?? Celebrating the 2024 Breakthrough Innovation Award Winners! ?? ?? Spotlight on Just For Men! Their game-changing strategies delivered exactly what their audience needed, setting a new standard for innovation. ?? Want to know the secrets behind their success? Dive into the insights, discover their winning strategies, and explore how our other awardees made their mark. Learn about how other winners achieved success here ??https://lnkd.in/gRd2JFcX
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Thank you! Great event!