Merger and Acquisition Pitfalls Tech Session Webinar
Using real life case studies, discuss the various risk areas involved in a M&A deal and leading practices to mitigate such risk.
June 20, 2024
Live Webcast
NASBA 1
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Instructor
Andrew
Taffurelli
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Mr. Andrew Taffurelli, CPA
Bio
Andrew T. Taffurelli is a Senior Manager at Floyd Advisory. He has extensive experience in forensic accounting and financial damages matters covering a variety of client industries while working with the leading law firms that serve them. Mr. Taffurelli has performed internal investigations involving private and public entities where he has reported to the SEC. His experience with financial disputes involves business damages in litigation and arbitration, M&A disputes, insurance claims, and lost earnings of persons. In addition, he has performed financial and accounting analyses for clients with a technical accounting focus in U.S. GAAP, and has been retained by organizations to assess vulnerabilities to fraud and compliance risks. He has also provided testimony as an expert witness. Prior to joining Floyd Advisory, Mr. Taffurelli worked for over five years in Grant Thornton’s Forensic Advisory Services Practice, and four years in EY’s Financial Assurance Healthcare Practice. Prior to beginning his career, he graduated from Long Island University with a focus in accounting and criminal justice.
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Instructor
Abigail
Ahern
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Abigail Ahern
Bio
Abigail Ahern is a Manager at Floyd Advisory. She has forensic accounting experience, including in internal investigations, litigation services and transaction advisory services (including closing statement reviews and postacquisition disputes). She also has experience evaluating internal control environments post-disruption. She has worked with both public and private clients across industries including financial services, not-for profits, healthcare, manufacturing, and food and beverage. She has experience working with executive management, private equity firms, government agencies, as well as major law firms. Prior to joining Floyd Advisory, Abigail was a Manager in the Forensic Advisory Services practice at Grant Thornton LLP. Abigail graduated Magna Cum Laude from the Global Business Honors Program at Fordham University and holds a master’s degree in Accountancy from Baruch College’s Zicklin School of Business.
Using real life case studies, discuss the various risk areas involved in a M&A deal and leading practices to mitigate such risk.;
Learning Objectives
Upon completion of this course, you'll be able to:
Understand the life cycle of a M&A deal.
Review the types of purchase price adjustment mechanisms often utilized in deals.
Discuss the risks involved in M&A deals, risk mitigation strategies, and real-life case studies based on professional experience.
Major Topics
Life cycle of a M&A deal.
Types of purchase price adjustment mechanisms often utilized in deals.
Risks involved in M&A deals, risk mitigation strategies, and real-life case studies based on professional experience.