Communication, integration key for deal success

A gathering of private equity investors, lenders and advisors in the Windy City heard views from industry practitioners on making the deal process run smoothly.

Mid-market financial professionals may have left the Alliance for Merger & Acquisition Advisors’ Chicago conference a little wiser on executing and completing deals. Avoiding pitfalls in both the diligence phase and the post-merger integration process are keys to a successful deal, speakers at the conference said.

The diligence phase can be weighed down by countless emails, both internally among the purchaser and target, as well as externally between those two parties, Davide Belew, director of member services at AM&AA, said.

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