PROGRAM DESCRIPTION
This comprehensive program offers CFOs an in-depth understanding of the merger and acquisition journey, encompassing financial optimization, due diligence readiness, and strategic planning.
Participants will gain insights into enhancing company value, thorough preparation for due diligence, and crafting effective engagement strategies with potential buyers or merger partners. Covering key phases of M&A, from initial preparation and valuation enhancement to navigating negotiations and post-merger integration, the program is divided into three focused modules: maximizing value, due diligence, and offer response. These modules, although not included in the course book, are available upon request.
KEY TAKEAWAYS
- Develop a robust understanding of financial strategies to enhance company valuation ahead of M&A activities.
- Gain insights into preparing comprehensive, transparent, and up-to-date financial documentation essential for smooth due diligence.
- Learn how to retain key talent during the tumultuous period of M&A to ensure business continuity.
- Master strategic planning techniques to effectively respond to unsolicited offers and align M&A activities with long-term business goals.
- Understand the legal, regulatory, and strategic frameworks necessary to navigate through an M&A transaction successfully.
SPEAKERS
Amy Acosta | Founder | Lighthouse Consulting ATX
Amy Acosta is a seasoned software executive and CFO with more than 25 years of experience driving financial performance, operational excellence, and enterprise value across vertical and enterprise software, technology, and financial services. She partners with owners and leadership teams to scale businesses, accelerate growth, improve customer retention, and strengthen profitability through data-driven strategy, innovation, and automation.
Amy currently serves as CFO of Practice Better, a practice management EHR platform for wellness professionals. Her previous CFO roles include Sentrics, Grace Hill, and KASASA. Throughout her career, she has led fundraising, M&A, and business transformation initiatives, with a focus on aligning financial strategy, technology, and operations to drive sustainable growth.
A Certified Public Accountant, Amy holds both a bachelor’s and master’s degree in accounting from The University of Texas at Austin. She lives in Marble Falls, Texas, with her family and enjoys adventure, near and far.
Andy Robinson | Principal, Transaction Advisory Services – Financial | BDO USA
Andy Robinson is a Principal in BDO’s Transaction Advisory Services – Financial practice, with more than 25 years of experience in mergers and acquisitions. He has advised clients on acquisitions and divestitures across a wide range of transactions, with experience supporting both corporate and private equity clients.
Prior to joining BDO in 2020, Andy spent more than eight years with a Big Four firm in Texas, where he led domestic, international, and cross-border transactions ranging from $5 million to several billion dollars. He also brings more than 10 years of investment banking and business recovery experience, giving him a broad perspective on both buy- and sell-side transactions.
Andy supports clients throughout the M&A lifecycle, including transaction structuring, financial due diligence, purchase negotiation support, purchase price disputes, and post-close integration. His industry experience spans manufacturing and distribution, aerospace and defense, technology and infrastructure, consumer and retail, as well as energy and renewables.
Todd Wilson | Finance and Operations Executive | Pinnacle Texas
Todd Wilson is an accomplished finance and operations executive with extensive experience driving business growth, strategic execution, and performance improvement across organizations ranging from high-growth companies to Fortune 500 enterprises. His diverse industry background spans private equity, construction, real estate, consumer finance, manufacturing, distribution, and pharmaceuticals.
Currently, Todd provides consulting services in finance, operations, and mergers and acquisitions (M&A), helping businesses navigate complex challenges, improve performance, and unlock strategic value. His work includes leading business turnarounds, strengthening financial and operational foundations, and developing strategic transaction opportunities. In one recent engagement, Todd helped turn around a company facing near insolvency and is now supporting a minority recapitalization and the spinout of a proprietary technology developed by the business.
Throughout his career, Todd has focused on business strategy, financial management, operational excellence, and value creation. His expertise includes P&L management, corporate finance, financial planning and forecasting, profitability optimization, working capital management, and M&A strategy and execution.
EVENT POLICIES AND RESOURCES
Please visit our Events Policies and Resources page for information about chapter leadership, support, CPE, attendance, cancelations and more.
SPONSOR PARTNERS
Thank you to our valued Sponsor Partners. This event is open to members, sponsors, and special guests.
