The Importance of QoEs and How to Leverage Them For a Clean Deal
Presented By: Kreischer Miller / Stradley Ronon Stevens & Young
There’s little doubt that Quality of Earnings (QoEs) reports can be a valuable tool in M&A transactions. But tackling them before you’ve signed an LOI, taken your company to market for a sell-side deal, or even started the process of securing financing for business growth or an acquisition can make the due diligence process easier. Experienced executives who have leveraged QoEs, a veteran deal attorney, and seasoned accountant will explore why it can make a difference in your next deal.
Moderator:
Director - Transaction Advisory Services
Kreischer Miller
Brian leads Kreischer Miller’s Business Advisory group, which offers an array of services including M&A/transaction advisory, business valuation, transition/exit planning, and ESOP consulting.
Brian is experienced in business valuations, transition planning, due diligence, and merger and acquisition activities. He helps his clients by actively working with them to solve issues, provide recommendations, and offer opportunities for success. Brian’s experience includes working with a variety of privately-held and family-owned businesses such as manufacturers, distributors, professional service companies, and internet-based organizations.
Panelists:
Chief Strategy Officer
Allied Resources Group LLC
Mike Alam is Chief Strategy Officer of Allied Resources Group, a well-respected parent company to an enterprise of organizations that provide niche services to clients in critical infrastructure. Since 2019, he has been an instrumental part of the company, overseeing mergers & acquisitions, corporate development, and financing activities. Mike also boasts ten years of accumulated experience in leadership roles at Marshall & Illsley (now BMO) and PNC Bank, which has enriched his extensive knowledge of strategic decision-making, team management, and driving successful business growth. This unique culmination of expertise is what plays a crucial role in acquiring new business opportunities, as evidenced by ARG's success in securing two new companies since his tenure began in 2019. Mike is known for his approachable leadership style, fostering an environment where employees feel comfortable and encouraged to share their ideas, promoting effective collaboration within the team.
President & CEO
Clincierge
Scott Gray, CEO launched Clincierge in 2015. He co-founded Gray Consulting, Inc. in 1994 which focused on global pharmaceutical meetings management services. In 2013, a biotech customer outlined their challenges getting patients to medical sites for participation in a global clinical trial. Clincierge® was born to remove the obstacles, thus improving recruitment, retention, and the speed to market for new treatments.
Partner
Stradley Ronon Stevens & Young
Thomas Ix focuses his practice on mergers and acquisitions, joint ventures, contract negotiations and general corporate matters. Tom has extensive experience in middle-market mergers, stock acquisitions, and asset transactions. He represents clients in a variety of industry sectors, including manufacturing, distribution, financial service, plastic packaging, recycling, outdoor advertising and specialty chemicals.