Negotiating The Due Diligence Process

Marc Shaffer, CPA

Crowe LLP

• Partner at Crowe Horwath, LLP with more than 30 years of experience providing transaction and financial advisory related services to clients in a wide variety of industries
• Leads Crowe Horwath, LLP’s Financial Advisory Services Practice and, previous to that, led the Transaction Services and Valuation Services Practices
• Currently serves as a member of the Management Committee of Crowe Horwath, LLP, and member and former chairman of Crowe Horwath, LLP International’s Corporate Finance Committee
• Experience includes consulting on more than 200 transactions involving businesses with sales ranging from $10 million to $1 billion
• Clients have included Daimler AG, Heidelberg Press, Graphic Packaging, MAHLE AG, Leggett & Platt, and the Penske organization
• Also represented numerous private equity groups located throughout the country, including Sun Capital Partners, H.I.G. Capital, Transportation Resource Partners and Long Point Capital
• Wrote the article "Managing a Successful Multiple-Country Due Diligence", published in The Mergers & Acquisitions Advisor
• Wrote numerous articles for MidMarket Advantage, including “Getting Oriented in the China Market”
• Has spoken on corporate finance topics at conferences sponsored by the M&A Advisor, The Wall Street Transcript, the National Association of Corporate Directors, CFO Rising, the Illinois CPA Society M&A Special Interest Group, and the Florida Institute of Certified Public Accountants
• Has served clients by providing due diligence investigations, preparation of strategic plans and financial projections, transaction structure consultation, and preparation of confidential memorandums used to sell a business or obtain financing
• Other services provided include restructuring of a financial department and financial reporting process for an international company, plant closure analyses, cost reporting system analyses, and conversions of foreign entity financial statements to U.S. GAAP
• Has performed services for clients throughout the U.S. and internationally in 16 countries, and has been directly responsible for several multicountry projects including a 20 country acquisition investigation managed from Singapore