Mergers and Aquisitions

21Mar2013

Josette Ferrer Discusses M&A Valuations at FEI Event

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Investors routinely bid stock prices up when M&A announcements are made. What is often lost, though, is that many companies overpay for acquisitions … resulting in future goodwill and other impairment charges. In Josette's presentation to the San Francisco chapter of Financial Executives International ("FEI") – entitled "The Price is Right … Or Maybe Not?", she discussed observations related to best practices as well as pitfalls to avoid in pricing acquisitions – including providing examples from several recent deals.
20Sep2012

Josette Ferrer Moderates SF FEI M&A Panel

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Josette recently moderated a panel at a San Francisco Financial Executives International ("FEI") professional development event on September 20, 2012. The panel, entitled "War Stories – Latest Developments on the M&A Front", included: Jeanne Angelo-Pardo, Chief Financial Officer of Flurry, Inc. and Ultriva, Inc.; Trevor Cox, Founder of Trevor Cox Consulting; and Daniel Shea, Managing Director of BDO Capital Advisors, LLC. The discussion focused on the panelists' observations and specific experiences related to deal flow, valuations, deal structures, due diligence issues, and integration.
18Aug2012

Josette Ferrer Discusses Valuation Issues Related to Business Combinations at IMA Yearly Conference

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On August 18, 2012, Josette spoke on valuation issues related to business combinations at Knowledge Synergized, a conference held by the Institute of Management Accountants ("IMA") Peninsula-Palo Alto Chapter. Josette provided an overview of financial reporting guidance and references, and discussed observations on key qualitative factors impacting intangible asset and goodwill values, auditor review considerations, technical issues (including market participant assumptions, earn-outs / contingent consideration, asset-specific assumptions, and amortization life estimates), and sample SEC comments and issues.