PRA2406. The Journey to M&A: How Private Equity is Impacting the Profession

This session will explore the strategic, financial, and cultural aspects of M&A, with a particular focus on the impact of Private Equity. This group session will include the perspectives from three distinct lenses: A Managing Partner who recently was acquired by Private Equity; a President of a leading Private Equity firm focused on the CPA profession; and a M & A focused consultant to CPA firms. Through real-world case examples, and expert analysis, attendees will gain practical knowledge and tools to better understand how PE is reshaping the professional landscape.

Learning Objectives:

• Identify the strategic motivations behind private equity transactions and assess their impact on growth and competitiveness.
• Identify emerging trends and outlook in the M&A landscape, including the impact of technological advancements and global economic factors.
• Recognize the private equity process, including the key stages, approach to deal terms, and how a post-transaction firm operates.