The document summarizes an expert panel discussion on best practices in mergers and acquisitions (M&A) and post-merger integration. The panelists include professionals from consulting, law, and accounting firms who have extensive experience advising companies on M&A deals and integrations. The panel will discuss topics such as understanding the rationale for transactions, assembling an effective deal team, deal readiness, the deal process, due diligence, integration strategies, and achieving synergies after closing. The moderator is an investment banking expert who has worked on over 100 cross-border transactions.

1. Moderator: Alexander B. Kasdan, Senior Managing Director, DelMorgan & Co.
Panel:
• Zeid Barakat, Senior Director, Scimitar Inc.
• Josh Lawler, Partner, Zuber Lawler & Del Duca LLP
• Elaine Carey, Managing Director, FTI Consulting
• Robert Wagner, CPA, Partner, HoganTaylor LLP
© Copyright 2018 Expert Webcast – All Rights Reserved
BEST PRACTICES IN M&AAND POST-
MERGER INTEGRATION
December 6, 2018

2. 1
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3. 2
MODERATOR: Alexander B. Kasdan, Senior Managing Director,
DelMorgan & Co., brings more than twenty-five years of senior-level Wall
Street advice to middle market companies, entrepreneurs and institutional
investors. He has extensive experience in investment banking, corporate law
and restructuring at world’s leading firms, including Credit Suisse First Boston,
O’Sullivan Graev & Karabell LLP (now O'Melveny & Myers LLP), Battle
Fowler LLP (now Paul Hastings LLP) and Schlumberger Ltd., and as a
founding partner of Convergence Capital Partners. Alex has worked on more
than 100 domestic and cross-border transactions in North America, Europe and
Africa.
Alex is a Senior Advisor to Governance and Transactions LLC, an advisory firm
established in 2003 by Mr. James L. Gunderson, former Secretary and General
Counsel of Schlumberger Limited, to assist boards, management and owners
with corporate governance, compliance, structuring and strategic transactions.
Alex is a frequent moderator and an interviewer at Expert Webcast roundtable
discussions attracting business leaders and leading professionals from around
the world.
Alex graduated magna cum laude from Middlebury College with a B.A. degree
in Economics and Italian and was elected to Phi Beta Kappa during his junior
year. In addition, he holds a J.D. degree from Columbia University Law School
and has studied at the University of Florence in Italy.
100 Wilshire Blvd.
Suite 750
Santa Monica, CA 90401
+1 310 980 1718 mobile
+1 310 935 3826 office
ak@delmorganco.com
www.delmorganco.com

4. 3
Panelist: Zeid Barakat is a Senior Director with Scimitar Inc.,
where he heads up the East Coast practice. Scimitar is a global
management consulting largely focused on life sciences, and within
that, about 30-40% of their work is M&A-related. The team are
experts in operational strategy, and often pick up the pieces where
other firms have been unsuccessful, or where integration hasn't
taken place years after the fact.
Zeid has been 'in the weeds' supporting multiple M&A and PMI
engagements, from R&D and TechOps to commercial and SG&A
functions, including for two prominent $40B+ acquisitions. He has
also co-founded two successful companies, Aura Biosciences, a
$500M+ oncology company and Flyberry Capital, a 'big data'
hedge fund.
Zeid received his MBA from the MIT Sloan School of
Management, a MA in biotechnology from Harvard, and a BA in
biochemistry from Bowdoin College. He enjoys playing tennis
(former Davis Cup Team of Jordan) and painting.
M: +1 (917) 363 3438
W: +1 (415) 366 8995 ext: 115
zeid.barakat@scimitar-inc.com
www.scimitar-inc.com

5. 4
Panelist: Josh Lawler is partner at Zuber Lawler & Del Duca LLP. His practice
focuses on mergers & acquisitions, securities law and technology transactions. Mr.
Lawler’s M&A clients include private equity groups, public and private companies,
fundless sponsors, family offices and sellers of large assets. Many of Mr. Lawler’s
clients are domiciled outside of the United States and require expertise in execution
of international transactions.
Mr. Lawler also leads the Firm’s New Technology Group with a particular emphasis
on Blockchain (distributed ledger), artificial intelligence, robotics, biotechnology,
nanotechnology, virtual/augmented reality, internet of things, cybersecurity, and
related technologies. In this capacity, Mr. Lawler counsels clients in respect
securities and regulatory matters, including in respect of ICO/TGE projects; as well
as development, licensing, commercial use, acquisition and disposition of all manner
of intellectual property.
Mr. Lawler is a dedicated futurist and brings enthusiasm and excitement to cutting
edge projects. In addition to legal counsel, Mr. Lawler provides clients with extreme
problem solving skills and practical business advice. Many of Mr. Lawler’s clients
rely on him as outside general counsel. Prior to joining Zuber Lawler & Del Duca
LLP, Mr. Lawler practiced as a corporate securities and M&A attorney at Skadden,
Arps, Slate, Meagher & Flom LLP.
Mr. Lawler holds a J.D. with Honors, 1995, cum laude, from Northwestern
University School of Law and B.S., B.A. degrees from Duke University. He has also
studied at Oxford University.
350 S. Grand Avenue
32nd Floor
Los Angeles, CA 90071
USA
(213) 596-5620
jlawler@zuberlaw.com
www.zuberlaw.com

6. 5
Panelist: Elaine Carey is a Managing Director at FTI Consulting and splits her time
between Los Angeles and the Bay area. She has served as an advisor and problem solver to
senior executives of Fortune 100 corporations and law firms for more than 30 years, overseeing
clients’ most complex and sensitive problems around the globe involving integrity, political,
security, operational and reputational risks. Elaine’s expertise includes due diligence, fraud,
business intelligence, FCPA, anti-money laundering compliance and investigations, cannabis
compliance, mining, Latin America, asset tracing, intellectual property theft and supply chain
issues.
She has helped corporations identify and work through thorny reputational issues such as
environmental, health and safety as well as labor practice issues including slave labor and
trafficking.
Elaine has managed a broad range of complex matters including anti-corruption investigations
in Latin America, Asia and the Middle East. Elaine led all investigative work in North America
for Control Risks for more than 11 years. Prior to joining Control Risks, Elaine was a Director
with PricewaterhouseCoopers Investigations. Elaine also served as Managing Director for Kroll
Associates in Southern California.
Early in her career, Elaine was an investigative journalist, reporting from more than 30
countries on political, economic, business and social developments. Elaine established an office
in Moscow for Cox Newspapers in 1988 and spent five years chronicling the end of the Soviet
Union under Mikhail Gorbachev and Boris Yeltsin. Prior to that, she lived in Mexico City
covering Latin America and Beirut covering the Middle East.
Elaine holds a Bachelor of Arts degree in English literature from Grinnell College, and was a
mid-career fellow at the Harvard University Russian Research Center. She is a Certified Fraud
Examiner (CFE) and Anti-Money Laundering Specialist (CAMS).
350 S. Grand Avenue
Suite 3000
Los Angeles CA 90071
50 California Street
Suite 1900
San Francisco, CA, 94111
+1 213 452 6324 T
+1 415 283 4265 T
+1 213 359 5306 M
elaine.carey@fticonsulting.com
www.fticonsulting.com

7. 6
Panelist: Robert Wagner, CPA, leads the Advisory Practice at
HoganTaylor LLP. He has more than 30 years of accounting
and executive experience, including:
• Public company CFO
• Big 4 audit experience
• Mergers and acquisitions
• Arranging debt and equity financings
• Working capital management
• Outsourced CFO services
• Business process improvement
• Management of human resource and benefit functions, orders
processing, contract administration, credit and collections, and
litigation
Prior to joining HoganTaylor, Robert was co-founder of a CFO
consulting practice. This practice was merged into HoganTaylor
in 2013. His additional experience includes serving as CFO of a
publicly-held technology company for 22 years as well as
working as an auditor for Price Waterhouse.
2222 S. Utica Pl
Suite 200
Tulsa, OK 74114
P 918.745.2333
D 918.938.7545
C 918.231.8503
rwagner@hogantaylor.com
www.hogantaylor.com

8. 7
MAJOR TOPICS
• Understanding the rationale for the transaction
• Assembling the right deal team
• Deal readiness – management, financial, other
• Process overview
• Due diligence
• Transaction structure
• Deal synergies
• Post-closing issues
• Successful deal integration