Operational Integration: Pitfalls…and Best Practices to Avoid Them
Presented By: EY & PNC
Once you’ve closed the acquisition, many people believe the heavy lifting is done. The reality, however, is that even while the ink dries the challenge that lies ahead is integrating the acquisition into existing operations. Join a panel of entrepreneurs and financial experts as they share what’s worked and what hasn’t.
Moderator:
Principal, Transaction Advisory Services
EY
Gaurav is part of EY’s transaction team in Detroit and works with clients on buying and integrating and selling and separating companies. He has advised on 50+ integration and carve-out transactions across multiple industries on deal sizes ranging from $50 million to $100+ billion in all phases of the transaction lifecycle. Through this experience, Gaurav extensive knowledge in translating an investment thesis into an actionable integration or carve-out plan across the entire organization and helping his clients achieve their deal objectives.
Panelests:
Chairman
Altius Manufacturing Group
Lem is chairman of Altius Manufacturing Group LLC, a private equity firm focused on niche value creation opportunities with technical companies in global sustainable growth mid-markets. Most recently, he served as chairman and CEO of Viking Engineering & Development Inc., a portfolio company of AMG. Lem’s 30 years of experience range across aerospace, energy and utilities, information technology and business process outsourcing, and diversified technology and manufacturing.
Regional President, Detroit & Southeast Michigan
PNC
Ric serves as PNC’s lead banker for Detroit/Southeast Michigan and chairs the local PNC Foundation. Previously, he served as credit executive for commercial lending and oversaw credit training for all of PNC. Since joining PNC in 1991, he has held a number of leadership positions in the credit and marketing groups. During the integration of National City Bank, he served as chief credit officer. Ric serves on numerous boards including Business Leaders for Michigan and Horizon Global Inc.
Sr. Vice President, Europe & Asia and Strategy
Shiloh Industries
Brad is responsible for operations and business activities in Europe and Asia, along with corporate strategy and development for Shiloh Industries, a leading global automotive supplier focused on innovative lightweight technologies.
Brad is an integral member of Shiloh’s M&A Team successfully closing and integrating three acquisitions occurring in five countries since 2014. He has also overseen the company’s recent expansion into China, Germany and the United Kingdom.