15 min
A CFO roadmap to a successful acquisition integration Finance in 15
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- Management
In this episode, host Adam Boutros sits down with Louis Marcotte, EVP and CFO at Intact Financial Corporation, to discuss an area that's an ongoing opportunity and challenge for many CFOs, acquisitions and successful integration post-acquisition. They explore key strategies for approaching the M&A process, the importance of due diligence and planning, and other ways finance teams can support an organization's growth and value creation.
00:00- Adam’s introduction to Finance in 15 and guest Louis Marcotte, CFO of Intact Financial01:05- Louis provides more context about Intact Financial and his role at the company02:16- Louis shares a brief synopsis of his recent deal activities, and how he typically begins the acquisition process04:10- Louis expands on the importance of discipline and due diligence throughout the process06:53- Louis shares his perspective on the integration of people and culture once a company has been acquired08:32- Louis discusses the role of technology and data analytics during the acquisition process10:57- Louis offers his tips for ensuring increasing speed and efficiency13:21- Louis shares his advice and key focus areas for CFOs during the acquisition cycle14:30- Adam shares his closing thoughts and conclusions
In this episode, host Adam Boutros sits down with Louis Marcotte, EVP and CFO at Intact Financial Corporation, to discuss an area that's an ongoing opportunity and challenge for many CFOs, acquisitions and successful integration post-acquisition. They explore key strategies for approaching the M&A process, the importance of due diligence and planning, and other ways finance teams can support an organization's growth and value creation.
00:00- Adam’s introduction to Finance in 15 and guest Louis Marcotte, CFO of Intact Financial01:05- Louis provides more context about Intact Financial and his role at the company02:16- Louis shares a brief synopsis of his recent deal activities, and how he typically begins the acquisition process04:10- Louis expands on the importance of discipline and due diligence throughout the process06:53- Louis shares his perspective on the integration of people and culture once a company has been acquired08:32- Louis discusses the role of technology and data analytics during the acquisition process10:57- Louis offers his tips for ensuring increasing speed and efficiency13:21- Louis shares his advice and key focus areas for CFOs during the acquisition cycle14:30- Adam shares his closing thoughts and conclusions
15 min