M&A from a CFOs Perspective Session 1

Published: Nov. 6, 2023, 5:56 a.m.

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David Barnes, Chief Financial Officer at Trimble Inc. (NASDAQ:TRMB)

This episode is sponsored by the M&A Science Academy, DealRoom, and FirmRoom.\\xa0

To join our growing online community of M&A practitioners, visit mascience.com/academy.\\xa0

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Episode Timestamps

00:00 Intro

04:29 The Role of CFO

05:14 How the CFO\\u2019s 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\\u2019s culture

31:08 Integration from a CFO\\u2019s 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

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