Exploring Growth Through M&A - Strategies for Buying or Selling a Business

☑ What creates (and destroys) value before, during, and after a deal?
☑ How do you integrate teams and technology for fast alignment?
☑ What's the best way to assess due diligence, risk, and cultural fit?

Whatever conversations you're looking to have, this intimate executive roundtable will enable you to share ideas, thoughts, and strategies around growth through mergers & acquisitions.

Studies show only 10-20% of M&A deals are successful.
Here's your chance to share your story and learn from with those who got it right.

This event brings together an intimate group of business owners, executives, and advisors who are either exploring M&A for the first time or who have been through it already (and successfully come out the other side).

From integrating technology and teams to managing change and reducing risk, you'll walk away with a clearer picture of what questions to ask, what pitfalls to avoid, and how to make sure your next move, whether buying or selling, delivers real value.

Key Takeaways

Featuring Guest Speakers Ross Sardi (CEO - First Focus) and Graham Morgan (Managing Director - Morgan Shaw Advisory) you'll:

1. Discover ways to identify businesses that truly fit your goals (financially, culturally, and operationally) before you commit.
2. Hear how other business leaders approached buying or selling, what went right, what went wrong, and what they’d do differently next time.
3. Explore how to use technology, automation, and communication to keep momentum through change and reduce disruption.
4. Get tips on evaluating deals with a clear financial lens, managing risk, and ensuring post-deal performance meets expectations.

What's in Store

• Three-course lunch and drinks hosted by Ross Sardi and Graham Morgan, with candid insights from both sides of the deal table
• Stories and experiences from business leaders who’ve bought, sold, or integrated companies
• The chance to workshop your own questions or challenges with experienced peers and advisors
• Space to connect one-on-one and build relationships with people who can help shape your next move

Why This Topic?

M&A can be one of the fastest ways to grow or exit a business, but it’s also one of the hardest to get right.

• More businesses are exploring M&A as a growth strategy, and knowing what to expect makes all the difference
• Many deals look great on paper but fail to deliver because of integration, culture, or technology missteps
• Hearing directly from those who’ve been through both buying and selling helps you avoid common traps and focus on what really drives value
• The relaxed roundtable format creates a safe space to ask questions, test ideas, and gain perspective from peers and experts alike