Please join us for the IMA New York Chapter: M&A Unlocked: Landscape, Deal Complexities, and Strategic Perspectives on May 30, 2025 at 12:00 PM EDT
We will delve into the dynamic world of mergers and acquisitions (M&A) in today's evolving market landscape. This session will explore essential aspects of M&A activities, guiding you through the critical steps of sell-side preparation and offering strategic insights from the buy-side perspective. Through a real-life case study, you'll learn how to apply these concepts to navigate the complexities of M&A transactions effectively. Whether you're a seasoned professional or new to the field, this webinar will equip you with the knowledge and tools to excel in the realm of M&A.
Learning Objectives:
- Understand the key aspects of M&A activities and the current market landscape.
- Identify essential steps in sell-side preparation.
- Gain insights into the buy-side perspective and its strategic considerations.
- Apply learned concepts through a real-life case study.
Field of Study: Corporate Finance, Strategy
CPE being offered: 1
Registration Link: https://event.on24.com/wcc/r/4955878/F35006983BFA41CB6F6B0DE3D6F9E88B
Registration is mandatory to participate. To ensure accurate CPE reporting, please provide your correct IMA member number as listed in your IMA membership profile. Your first and last name should also be as per your IMA profile. If any details are incorrect this could delay your CPE credits being reported to your transcript and error with your certificate of attendance.
Non-IMA members, put "N/A" in Member number field.
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Speakers:
Brad is a seasoned M&A leader with a strong track record in financial operations, organizational growth, and best practice implementation. He has extensive experience managing change across mid-sized firms and multinational subsidiaries. With involvement in over 55 acquisitions, Brad has worked with large corporations, private individuals, and private equity firms to drive strategic expansion and operational efficiency. He previously served as Director of M&A at Tyco and CFO at Robinson Solutions. He now leads his own firm, J-Cobee, specializing in M&A advisory. Brad holds a Bachelor of Business Administration (BBA) in Finance from Wilfrid Laurier University.
Moataz is a commercial finance expert with an extensive portfolio of success in fortune 500 multinationals, namely Petronas, Microsoft, PepsiCo and Kimberly Clark.
Moataz was nominated and selected for the 2013 PepsiCo Finance award for transformation and people leadership. In his last industry assignment, he was the Regional Commercial Controller for the Gulf countries with Kimberly Clark. Three years back, Moataz decided to shift to academia, and he is currently a Senior Lecturer in Accounting & Finance at the University of the West of England.
Moataz holds an MBA from Eslsca (École Supérieure Libre des Sciences Commerciales Appliquées) and an MSc. in Accounting and Financial Management from the University of the West of England.