Navigating Murky Economic Environments: Driving Transaction Value in Uncertain Times
Presented By: BDO / BMO Capital Markets
In an ever-changing economic environment, driving transaction value can be a challenging task for organizations. Join our esteemed panel of industry experts as they share their insights and strategies for navigating through uncertainties and maximizing value in transactions. During this dynamic panel discussion, our experts will explore the complexities of operating in a volatile economic environment and its impact on transaction outcomes. They will delve into the best practices, and innovative approaches, and tools that organizations can leverage to identify opportunities, mitigate risks, and drive value creation.
Moderator:
Principal
BDO
Alan Castillo is a Transaction Advisory Services Partner at BDO and leads the Operational M&A practice. He has over 20 years of experience executing M&A, divestitures and strategic partnerships. He brings deep expertise in strategic and operational diligence, planning, implementation and optimization. He has a wealth of experience helping corporate and PE clients on buy-side and sell-side transactions. Prior to joining BDO, Alan was a Partner at Ernst & Young.
Panelists:
Vice President
SPS Commerce
John is a results-driven professional with a proven track record of enabling growth at technology companies of all sizes, ranging from small startups to Fortune 500 organizations. With expertise in corporate development, finance, and team leadership, he has successfully created and implemented acquisition strategies while driving high-growth finance organizations.
His experience spans across various aspects of corporate development, including M&A, joint ventures, and alliances. From strategy development and prospect identification to due diligence, negotiation, and integration, he has played a key role in driving successful transactions. Additionally, he has built FP&A and Corp Dev teams from scratch, fostering a culture of collaboration and serving as strategic business partners in corporate development and financial planning and analysis.
Through his comprehensive skill set and dedication to driving growth, John has consistently delivered impactful results and contributed to the success of technology companies.
CEO & President
Perforce Software
Mark Ties is the Perforce CEO & President. Since 2018, he has been responsible for leading the company and executing its mission to serve our customers. He was the COO/CFO at Perforce in 2016–2018.
Since joining Perforce, Mark has driven 8 acquisitions, while nearly doubling revenue and improving organic growth.
Mark brings 3 decades of experience in accounting, finance, operations, and mergers & acquisitions to his role. He served as CFO and COO for public and private equity-backed technology companies for the past 20 years.
Prior to joining Perforce, Mark was COO/CFO of private equity-backed HelpSystems, Inc., and CFO at publicly held Xata/XRS Corporation.
Mark holds a B.S. in Accounting from Minnesota State — Mankato. He is a Certified Public Accountant.