Welcome to the fireside chat series of the Deal Forum of the 2024 Future of Dealmaking Summit held on November 19 & 20 at the iconic New York Athletic Club in the heart of New York.

For those who missed this event, this podcast episode features Leanna Haakons, The M&A Advisor Deal Forum Emcee and Financial Journalist as she dives deep into the world of mergers and acquisitions (M&A) with experts Shelby Faubion, Founder and Managing Partner at Vector Advisory (M&A Integration Advisory), and Michael White, Technology Executive, Digital Transformation, Strategic M&A Leader, Private Equity Advisor at Alliant Insurance Services. Shelby shares his journey from boutique firm work to launching his own consulting business focused on helping lower middle-market companies navigate post-merger integration. Michael, from a leading insurance brokerage firm, explores how cybersecurity and technology play pivotal roles in M&A, providing key insights into integrating systems and protecting against cyber risks.

Learn about the common challenges businesses face during integration, how leadership alignment drives success, and real-world anecdotes on overcoming obstacles like cultural clashes and technology gaps. Shelby and Michael also discuss the growing importance of governance programs, the impact of regulatory changes, and the increasing role of cybersecurity in M&A deals. If you are a professional in the M&A space, this episode offers valuable lessons for a successful merger or acquisition journey. Tune in for expert strategies and tips that can help your business thrive in the complex world of M&A.

Attention Bankruptcy and Restructuring Specialists! The M&A Advisor warmly invites you to join Shelby Faubion, Michael White, and our industry experts at the 2025 Distressed Investing Summit on March 24 & 25 at The Ben Hotel in West Palm Beach, Florida.

Hurry and register now! Click here.

Do you want to know more about The M&A Advisor? Please visit us at https://maadvisor.com

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Till next time, stay tuned and happy dealing!