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Mergers & Acquisitions
Perspectives on navigating the complexities of mergers, acquisitions, and integrations from a CFO lens. This category explores strategic planning, financial due diligence, integration execution, cultural alignment, talent strategy, and post-deal optimization. Designed for finance leaders managing the full lifecycle—from deal prep to Day 1 and beyond.


CFO Acquisition Preparation: From Numbers to Narrative in Mid-Market Deals
Many mid-market companies pursue acquisitions but aren’t prepared when buyers come calling. Disorganized financials, undocumented operations, and unclear narratives can delay or reduce deal value. CFOs can lead readiness by strengthening reporting, streamlining operations, supporting strategic positioning with data, and managing risks—building credibility, protecting valuation, and ensuring smoother diligence.
Sep 3


Navigating CFO Challenges in Mergers and Acquisitions
Mergers and acquisitions present complex challenges for CFOs, from consolidating financials and aligning accounting policies to retaining key talent and integrating systems. This post explores seven critical pain points CFOs face during M&A transactions and offers practical strategies to address them—ensuring a smoother integration process, stronger compliance, and clearer financial reporting in the aftermath of a deal.
Jul 17, 2024
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