Acing the 4 Pillars of Transaction Readiness
CFO Brew sat down with Morgan Stanley at Work to discover how deploying advanced technology and having the right robust systems in place can help companies through corporate actions. At the heart of our talk are the four essential pillars of transaction readiness:
- Data evaluation
- Process and systems evaluation
- Regulatory and compliance audit
- Plan education evaluation
About the Event
Preparing your company for a significant corporate action such as a tender offer or IPO is a necessary but tricky task, even for the most seasoned CFOs in the game. That’s why CFO Brew is sitting down with Morgan Stanley at Work to discover how deploying advanced technology and having the right robust systems in place can help companies through corporate actions. At the heart of our talk are the four essential pillars of transaction readiness:
- Data evaluation
- Process and systems evaluation
- Regulatory and compliance audit
- Plan education evaluation
Morgan Stanley at Work will discuss these core pillars to help empower leaders with the knowledge they can use to navigate complex corporate actions with confidence.
Morgan Stanley Executive Directors of Private Issuer Strategy Sam Adams and Erin Conolly will be leading this chat and share insights on all things transaction readiness. You won’t want to miss this one.
Speakers
Sam Adams
Executive Director, Issuer Strategy and Excellence
Morgan Stanley at Work
Erin Conolly
Executive Director, Issuer Strategy and Excellence
Morgan Stanley at Work
Kyle Hagge
Chief of Staff, COO
Morning Brew
Morgan Stanley at Work, Shareworks, Morgan Stanley Smith Barney LLC, and its affiliates and employees do not provide legal or tax advice. You should always consult with and rely on your own legal and/or tax advisors.
Participating in a new issue/syndicate is subject to availability. IPOs are highly speculative and may not be appropriate for all investors because they lack a stock-trading history and usually involve smaller and newer companies that tend to have limited operating histories, less experienced management teams, and fewer products or customers. Also, the offering price of an IPO reflects a negotiated estimate as to the value of the company, which may bear little relationship to the trading price of the securities, and it is not uncommon for the closing price of the shares shortly after the IPO to be well above or below the offering price.
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