M&A Success: The People First Factor

M&A Success People First Factor

When:January 25, 2022
02:00pm-03:00pm EST
Where: At Your Desk, GoToWebinar

Mergers and acquisitions are among the most popular growth strategies in the AE industry. And while the M&A process is relatively common, success isn’t guaranteed. Knowing what elements help determine why one M&A is more successful than another can be a game-changer for your firm.

Join SN’s M&A experts Jeff Adams and Brad Wilson for their upcoming webinar M&A Success: The People First Factor. This webinar will offer a frank discussion on the pitfalls of focusing too much on the transaction and not enough on the human element. Learn how putting people first can position your merger or acquisition deal for enhanced short and long-term success.

During this webinar, you’ll:

  • Learn why people are a key aspect of valuation for buyers and sellers.
  • Understand strategies for post-closing retention and engagement.
  • Explore how to assess firm culture to determine readiness as a buyer or seller.

About the Presenters:

Jeffrey Adams Director Mergers & Acquisitions | Stambaugh NessJeff Adams, CPA | Director, Mergers & Acquisitions

As Director of SN’s Mergers & Acquisitions practice area, Jeff leads the M&A team; partnering with architecture and engineering firms on both the buyer and seller side to strategically position them for greater future success. During his nearly 30-year career, Jeff has gained extensive experience overseeing strategy and operations relative to accounting, financial planning, and analysis. Prior to joining SN, he served in multiple executive leadership roles within the AE industry where he played a pivotal part in leading his firm through a successful acquisition process.



Brad Wilson, CMA, CDA | Stambaugh Ness

Brad Wilson, CMA, CDA, MBA | Director, AE Consulting

Brad’s 30+ year career spent working with architecture and engineering (AE) firms includes his most recent role as Partner with TWO CPAs & Consultants, Inc., as well as being a Consultant with PSMJ Resources for 17 years. Additionally, after serving as an outsourced CFO and controller for numerous firms, Brad has deep firsthand knowledge of how to develop and execute successful finance and accounting practices in the AE industry.

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