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Middle-Market M&A Update: Hot Topics and Trends Relevant to Bay Area Organizations

BDO USA, LLP and FEI Silicon Valley invite you and your colleagues to a complimentary program with two of BDO’s fully dedicated transaction advisory professionals, Nate Collins and Charles Irvin.

This program will discuss the key financial related issues and trends shaping today’s middle-market deals.

You will gain valuable insights into what you can expect in 2019, and how to be prepared for it.

Speakers:

Nate Collins, CPA, MST
M&A Tax Partner
BDO

Nate is a leading partner in BDO’s M&A tax practice. Having provided tax advisory services on hundreds of transactions, Nate supports buyers and sellers with their merger and acquisition related tax structuring and tax due diligence needs.

Nate has led the domestic and foreign buy-side and sell-side tax due diligence and related negotiations for clients across the globe as well as tax structuring projects for strategic buyers, private equity groups, and acquisition targets. In addition to supporting these traditional pre-transaction work streams, Nate has significant experience designing and executing other M&A related special projects, both pre and post-transaction.

Nate’s experience includes advising on tax matters affecting multi-state and multi-national companies in a variety of other industries. He has consulted with a wide range of clients, from those in the development stage to those with revenue in the billions.

Prior to joining BDO, Nate held tax and accounting positions at Deloitte, Leo Burnett Worldwide, and Aon Corporation.

 

CHARLES IRVIN, CPA
Managing Director, Transaction Advisory Services
BDO

Charles is a Managing Director in the Transaction Advisory Services practice more than 12 years of public accounting experience. In his role within BDO’s Transaction Advisory Services group, Charles leads both buy-side and sell-side financial due diligence engagements. Charles has served clients in multiple industries including software/technology enabled services, healthcare, manufacturing and distribution, retail, and consumer products.

Charles’ deal experience includes working on cross border engagements and carve-out transactions for private equity investors and strategic acquirers. He has worked on deals ranging in value from $15 million to $1 billion.

Prior to joining BDO, Charles spent nine years in the audit and transaction service practices at A Big Four Firm.

 

Hosted by:

 

 

 

 

Meal Type

Breakfast

 

CPE Credits

One and a half (1.5) CPE credits available. Field of Study: Advisory

FEI is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Questions regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website, www.learningmarket.org.

 

Tickets

Unlimited available
Chapter Member (PD 1-22)Free

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Unlimited available
Chapter Partner (PD 1-22)Free

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Unlimited available
Non-Member (PD 1-22)Free

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