Jacqueline Martinez, Managing Partner at Alaris Acquisitions, joins Carson’s Michael Belluomini, VP, Mergers & Acquisitions, and Jeff Harris, AVP, Mergers & Acquisitions, as they dive into the transition process that takes place after an M&A deal.
Topics of Discussion:
- How do you narrow the universe of potential buyers for a seller?
- Talk a bit about how a transition usually works
- Any lessons or items from past transitions you would like our listeners to take away?
- What sort of wisdom can you share with a seller about the transition process? How can they be prepared and confident once they close that they can get their clients to move over?
