Weaving ESG considerations into the M&A process

By Ms. Sonalee Parekh & Ms. Margot Miller & Mr. Pat Tucker

Environmental, social and governance (ESG) practices are becoming increasingly important for businesses, but addressing them to improve M&A outcomes and for the greater good comes with a multitude of challenges.

This session, during the annual M&A Conference at Wharton San Francisco that was held virtually this year, features recommendations from Margot Miller (Anheuser-Busch InBev), Sonalee Parekh (Hewlett Packard Enterprise) and Pat Tucker (Abernathy MacGregor).

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Carveout transaction readiness and process best practices

By Mr. Oscar Ledezma & Mr. Jarrett Price & Mr. Oliver Vivell & Mr. David W. Smalstig

From planning through negotiation and closing, carveout transactions present unique challenges and unfamiliar processes.

Considering these issues during the annual M&A Conference at Wharton San Francisco, held live online this year, was Oscar Ledezma (Clorox) Jarrett Price (Alpine Investors), Oliver Vivell (SAP), and David Smalstig (FTI Consulting).

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Human capital diligence: Cultural risks

By Ms. Rupa Mehta & Ms. Ashley Rice & Ms. Marilyne O'Hara & Mr. Paul Kibbe

This session provided a detailed look at how effective dealmakers approach HR due diligence to identify people-related cultural challenges and looked at specific deal terms that may be employed to impact the future state operating model. 

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Covid-era integration techniques for onboarding and retaining leadership

By Ms. Gina Sandon & Mr. Dana Hughes & Mr. Chad Klutts & Ms. Julie van Waveren

Successful integration and change management hinge on striking a balance between speed and efficacy, and the pandemic is facilitating new tools for achieving this goal as processes shift online.

This M&A conference discussion at Cornell Tech New York includes recommendations from Gina Sandon (IBM), Chad Klutts (Walmart), Julie van Waveren (Mercer) and Dana Hughes (Pfizer).

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