In August 2021, Walker Sands, a B2B tech agency, acquired March Communications, a Boston-based PR agency. As a combined company, they make the fifth largest technology-focused firm in the country.

To understand what an M&A process looks like from a financial side, we have invited Liz Hosman, the VP, Finance and Business Partner at Walker Sands, and Mark Miller, Senior Vice President of Finance at Walker Sands. They share tips, tricks, and best practices they've learned along the way during the acquisition.

In this episode, we discuss:

- Walker Sands and March M&A transaction
- M&A tips, tricks, and best practices
- How to drive strategic value to grow revenue in margin

Learn more about Mark, Liz and Walker Sands:

Mark Millers's LinkedIn
Liz Hosman's Linkedin
Walker Sand's Website

Episode resources:

Personiv's Website
Personiv on LinkedIn
Personiv on Facebook
Personiv on Twitter

If you enjoyed this episode then please either:

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Episode resources:

Personiv's Website
Personiv on LinkedIn
Personiv on Facebook
Personiv on Twitter

If you enjoyed this episode, then please either:

Follow, rate, and review on Apple Podcasts
Follow on Spotify

Instructions on following, rating, and reviewing CFO Weekly are here.

Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

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The Devil and the Dollar