Company Search, Role of Advisers, and Due Diligence

The Ed Kaplan Family Institute for Innovation and Tech Entrepreneurship and Tom Korzenecki present, “Company Search, Role of Advisers, and Due Diligence,” part two of the four-part “Intro to Merger and Acquisition” seminar series. This seminar will take place on Wednesday, February 14, 2024, from 12:30–2 p.m. in the Kaplan Institute. This seminar is FREE for all students, faculty, and staff! Use promo code “makeithappen” when registering.

In this session, we’ll unravel the intricacies of defining acquisition criteria, exploring target company specifics, and understanding the pivotal role of advisers in this journey. Discover the art of conducting a thorough search for the right company and master the critical phase of due diligence, both on the industry and the target entity. We’ll also shed light on the timeline—how long does it take from finding a company to sealing the deal?

Topics Include:

• Targeting Company Criteria

• Role of advisers

• Searching for a Company

• Due Diligence on the Target Industry and Target Company

About Tom Korzenecki

Tom is a seasoned professional with more than 40 years of experience in the energy and petrochemical industries, boasting a diverse background in engineering, manufacturing operations, and financial services. With a track record spanning CEO, CFO, and investment banker roles, he’s navigated billion-dollar enterprises, wielding expertise in financial management, and steering successful mergers and acquisitions. Korzenecki’s entrepreneurial spirit shines through his academic pursuits and ownership of businesses, making him a seasoned leader across multiple domains.