46 min
M&A from a CFO’s Perspective Session 1 M&A Science
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- Business
David Barnes, Chief Financial Officer at Trimble Inc. (NASDAQ:TRMB)
Chief Financial Officers (CFOs) play a pivotal role in shaping the destiny of strategic ventures. Beyond their traditional financial responsibilities, these financial architects hold the key to unlocking the full potential of mergers and acquisitions.
In this episode of the M&A Science Podcast, we explore M&A from a CFO’s perspective with David Barnes, Chief Financial Officer at Trimble Inc.
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This episode is sponsored by the M&A Science Academy, DealRoom, and FirmRoom.
To join our growing online community of M&A practitioners, visit mascience.com/academy.
Ready to take your M&A to the next level with software made to manage each stage of the deal process? See how DealRoom can facilitate your next deal at dealroom.net.
FirmRoom provides 80% cost savings over VDRs that bill by page and delivers a far better user experience to boot. Sign up in under 2 minutes by going to firmroom.com.
Episode Timestamps 00:00 Intro
04:29 The Role of CFO
05:14 How the CFO’s roles differs from the CEO
06:24 Decision-making process and approvals workflow
09:43 Communicating opportunities
11:15 Prioritization
14:18 Balancing the allocation of budgets
16:42 How equity compensation works
18:14 How aligned investment analysts are when evaluating a company
20:08 Forecasting deals
22:53 Priorities when looking at deals
26:49 Balancing priorities when structuring earnouts
28:31 Understanding a company’s culture
31:08 Integration from a CFO’s perspective
33:49 How the speed of integration impacts value realization
37:05 Biggest lessons learned as a CFO
39:23 How to pitch deals to the CFO
41:38 Craziest thing in M&A
David Barnes, Chief Financial Officer at Trimble Inc. (NASDAQ:TRMB)
Chief Financial Officers (CFOs) play a pivotal role in shaping the destiny of strategic ventures. Beyond their traditional financial responsibilities, these financial architects hold the key to unlocking the full potential of mergers and acquisitions.
In this episode of the M&A Science Podcast, we explore M&A from a CFO’s perspective with David Barnes, Chief Financial Officer at Trimble Inc.
____________________________________________________________________________
This episode is sponsored by the M&A Science Academy, DealRoom, and FirmRoom.
To join our growing online community of M&A practitioners, visit mascience.com/academy.
Ready to take your M&A to the next level with software made to manage each stage of the deal process? See how DealRoom can facilitate your next deal at dealroom.net.
FirmRoom provides 80% cost savings over VDRs that bill by page and delivers a far better user experience to boot. Sign up in under 2 minutes by going to firmroom.com.
Episode Timestamps 00:00 Intro
04:29 The Role of CFO
05:14 How the CFO’s roles differs from the CEO
06:24 Decision-making process and approvals workflow
09:43 Communicating opportunities
11:15 Prioritization
14:18 Balancing the allocation of budgets
16:42 How equity compensation works
18:14 How aligned investment analysts are when evaluating a company
20:08 Forecasting deals
22:53 Priorities when looking at deals
26:49 Balancing priorities when structuring earnouts
28:31 Understanding a company’s culture
31:08 Integration from a CFO’s perspective
33:49 How the speed of integration impacts value realization
37:05 Biggest lessons learned as a CFO
39:23 How to pitch deals to the CFO
41:38 Craziest thing in M&A
46 min