Learning the Best Practices of an M&A Finance Process w/ Liz Hosman and Mark Miller
February 1, 2022
In August 2021, Walker Sands, a B2B tech agency, acquired March Communications, a Boston-based PR agency. As a combined company, they make the fifth largest technology-focused firm in the country.
To understand what an M&A process looks like from a financial side, we have invited Liz Hosman, the VP, Finance and Business Partner at Walker Sands, and Mark Miller, Senior Vice President of Finance at Walker Sands. They share tips, tricks, and best practices they've learned along the way during the acquisition.
In this episode, we discuss:
- Walker Sands and March M&A transaction
- M&A tips, tricks, and best practices
- How to drive strategic value to grow revenue in margin
For more interviews from the CFO Weekly podcast, check us out on Apple, Spotify, or your favorite podcast player!
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In August 2021, Walker Sands, a B2B tech agency, acquired March Communications, a Boston-based PR agency. As a combined company, they make the fifth largest technology-focused firm in the country.
To understand what an M&A process looks like from a financial side, we have invited Liz Hosman, the VP, Finance and Business Partner at Walker Sands, and Mark Miller, Senior Vice President of Finance at Walker Sands. They share tips, tricks, and best practices they've learned along the way during the acquisition.
In this episode, we discuss:
- Walker Sands and March M&A transaction
- M&A tips, tricks, and best practices
- How to drive strategic value to grow revenue in margin
Learn more about Mark, Liz and Walker Sands:
To understand what an M&A process looks like from a financial side, we have invited Liz Hosman, the VP, Finance and Business Partner at Walker Sands, and Mark Miller, Senior Vice President of Finance at Walker Sands. They share tips, tricks, and best practices they've learned along the way during the acquisition.
In this episode, we discuss:
- Walker Sands and March M&A transaction
- M&A tips, tricks, and best practices
- How to drive strategic value to grow revenue in margin
Learn more about Mark, Liz and Walker Sands:
Episode resources:
If you enjoyed this episode then please either:
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Episode resources:
If you enjoyed this episode, then please either:
- Follow, rate, and review on Apple Podcasts
- Follow on Spotify
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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie
Check out some of our most recent episodes:
- Driving Value Beyond Finance with Tom McDermott
- Why CFOs Are the Chief Everything Officers with Claire Bramley
- Why Traditional Financial Advice Fails and What To Do Instead with Chris Miles
- NGO Finance Secrets: CARE’s $900M Strategy with Ranil DeSilva
- What Lights You Up? with Jordan Grumet
- Become a Lean Six Sigma Master Black Belt with William Washington
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