Dbriefs
6 Feb.

2024 M&A Trends Survey: Mind the gap

M&A and Restructuring

Tuesday, 11:00 a.m.  ET | 1 hr
Credits offered: CPE Event language: English

Participants will assess results of a new Deloitte M&A survey of 1,500 corporate and private equity leaders and identify key findings that can help inform their M&A priorities and decisions for the new year.

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Key takeaways

Host: Adam Reilly, national managing partner, Deloitte & Touche LLP

Presenters: Jill Irvin, principal, Deloitte Consulting LLP
                      Barry Winer, senior manager, Deloitte Services LP

1.0 Overview CPE credit | Specialized Knowledge

With increased uncertainty and real headwinds for dealmakers throughout 2023, how should corporate and private equity leaders prepare for the new year? We’ll discuss:

  • How M&A executives can exploit the pivots and adjustments demonstrated by some dealmakers throughout 2023
  • Expectations for a potential M&A rebound in 2024
  • An intensified focus on transformation

Meet the speakers

Adam Reilly

Adam Reilly

National Managing Partner | Mergers, Acquisitions, and Restructuring Services

Adam is a partner with Deloitte & Touche LLP and Managing Partner of Deloitte’s US Mergers, Acquisitions, and Restructuring Services practice. In this role, he is responsible for the strategy and delivery of Deloitte’s services to Corporate and Private Equity clients across each stage of the M&A and Performance Improvement/Restructuring lifecycle, collaborating with our clients to help them transform their businesses. Adam has more than 25 years of experience with Deloitte, including more than 20 years dedicated to M&A. He has advised on transactions with over $250 billion in value, including multi-billion dollar leveraged buyouts, growth acquisitions, strategic mergers, and complex carve-out transactions. His experience spans working with clients to help them maximize deal value through due diligence, deal structuring, operational and financial reporting, global integration, and divestiture activities. Previously, he served as Deloitte’s US Private Equity Leader, where he focused on delivering Deloitte’s full suite of services to Private Equity firms and their portfolio companies. Adam based in our San Francisco office and previously worked in Los Angeles and Bermuda. Adam is a Certified Public Accountant (CPA) and holds a B.A. in Business Economics with an emphasis in Accounting from the University of California, Santa Barbara.

Barry Winer

Barry Winer

Head of Research | M&A and Restructuring Services

Barry is Head of Research for Deloitte’s US Mergers, Acquisitions & Restructuring Services practice. Barry has more than 20 years of experience as an innovative research leader, proven leader/general manager and consultant advising large enterprises on organic and inorganic growth strategy and execution. He is a proven innovator with research that informs senior executive decision making and action. His knowledge and experience ranges from M&A, Restructuring and Margin Enhancement to all aspects of growth strategy and implementation in service to startups, G1000 corporations and private equity firms. Barry earned his Bachelor of Science in Electrical Engineering from Lehigh University, an MBA from the Tuck School at Dartmouth College and is a US Air Force veteran and aviator with service in Operation Desert Storm.

Jill Irvin

Jill Irvin

Principal | Mergers, Acquisitions, and Restructuring Services

Jill is a principal in Deloitte’s Mergers, Acquisitions, and Restructuring Services practice. She has more than 25 years of experience in M&A with a focus on the Energy, Resources, & Industrial industry. Jill specializes in strategic enterprise operating model development related to transaction events, large-scale transformation and restructuring programs. Working with executive teams, she helps clients transform their businesses to achieve large-scale, complex, and strategic change. Her specialty is integrated operating model design and organization/labor-focused value capture. Jill’s works directly with Chief Executive Officers and executive leaders pre-close to help them design an integrated operating model that most effectively delivers deal thesis or transformation objectives – cost and growth. Her hands-on approach assists leadership to thoughtfully consider the implications of fundamental decisions that guide ongoing integration including talent, decision rights and broader governance options.

Resources

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Tuesday, 6 Feb 2024 11:00 a.m. ET
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