The CFO Leadership Council Presents: Comprehensive M&A Strategies 2025 - North Jersey | The CFO Leadership Council | 2 April 2025 | CSG Law, 105 Eisenhower Parkway, Roseland, New Jersey 07068, USA

This all-encompassing program provides CFOs with a complete overview of the merger and acquisition process, combining elements of financial optimization, due diligence readiness, and strategic planning. Participants will learn how to enhance their company’s value, prepare thoroughly for the due diligence process, and develop effective strategies for engaging with potential buyers or merging entities. The program will cover the key phases of M&A — from initial preparation and valuation enhancement to navigating complex negotiations and post-merger integration.

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-todate 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.

2025 Speakers

MODERATOR:

Jeffrey Bunn
Managing Director, Interim Solutions, ZRG Partners, New Jersey

SPEAKERS:

Ken Bagner
Principal, CLA

Dave Lawlor
HR Leader / HR M&A / Workforce Transformation

Andrew Nathanson
CFO & President, ZRG Partners

2025 Partners

• Oracle NetSuite
• CLA
• CSG Law
• Keybank
• Empire
• USI
• ZRG