This exclusive webinar is designed specifically for Chief Financial Officers (CFOs) and the PE community looking to better understand the ins and outs of Private Equity (PE) mergers and acquisitions (M&A). This session will cover everything from initial deal preparation to post-transaction integration, with a focus on CFO-specific concerns and strategies.
Meet the Speakers
Elias Dokas
PEG Speaker | MidOcean Partners
Elias Dokas currently serves as Managing Director, Business Services on the Private Equity Investment Team. Prior to joining the firm, Elias was a Managing Director at the Blackstone Group. Education: Columbia University, B.A., Economics, distinction in Physics, Harvard Business School, M.B.A.
Thomas Bailey
IB Speaker | Houlihan Lokey
Mr. Bailey is a Managing Director in Houlihan Lokey’s Business Services Group. He specializes in advising clients in the HCM, IT, and professional services industries on sellside and buyside M&A, debt and equity financings, and strategic alternatives assessments and also leads the practice group for Houlihan Lokey. Mr. Bailey is based in the firm’s Atlanta office.
Steve Primm
Partner at Conexus
Steve Primm has over 21 years of accounting and finance experience across public, private, and consulting sectors. He began his career at Deloitte & Touche in audit, specializing in consumer business, financial, and technology industries. He later held senior accounting and finance roles at Apria Healthcare, Ensign Services (ENSG), and most recently as Chief Accounting Officer at NVision Eye Centers.
Session Agenda
- Introduction: The Role of CFOs in Private Equity M&A Transactions
- M&A Deal Structure & Financial Due Diligence
- Integrating a New Business: Post-Transaction CFO Challenges
- Financing & Structuring the Deal: What CFOs Need to Know
At Conexus, we recognize the complexities of the CFO role and have established an advisory practice led by seasoned experts to help Private Equity CFOs address these challenges head-on.
Our team, comprising top professionals in accounting and finance, is equipped to manage everything from divestitures and spinoffs to technical pronouncement research, analysis, and interpretation.
