EY - Accelerating growth with acquisitions

EY Transactions webcast

Accelerating growth with acquisitions

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With global M&A activity picking up after a five-year slump, are you where you want to be on your acquisition journey?

According to our latest Capital Confidence Barometer, nearly half of global companies with revenues up to US$3b are considering pursuing an acquisition in the next 12 months. If you are among them, are you fully prepared for the journey ahead?

Market-leading companies rarely evolve by organic growth alone. To rise to the top, they seek successful partnerships and strategic alliances that enhance their growth, competitiveness and profitability.

On 21 July, join our panel, including Charles Sweat, CEO of Frequentz Inc., and EY subject matter specialists, as they discuss:

  • Corporate confidence in the economic outlook and current trends in managing capital agendas
  • Five phases in a successful acquisition lifecycle and key boardroom questions to consider during each phase
  • Strategies for avoiding the significant issues that contribute to deals not meeting expectations
  • Transactions and alliances as one of The EY 7 Drivers of Growth critical to success

If you'd like to learn more about this topic, please visit The EY 7 Drivers of Growth

 

Panelists

EY - Portrait image Ryan Burke

Ryan Burke

EY

Ryan Burke is the EY Global Middle Market Leader for the Transaction Advisory Services Practice. He has participated in over 350 merger and acquisition transactions with a significant number of those transactions being for private equity clients.

Ryan has over 14 years of experience with EY and his due diligence experience includes transactions involving manufacturing, distribution, retail, food and other consumer products, healthcare, business services and technology. He also has significant international experience involving acquisition targets in China, India, Brazil, Italy, United Kingdom and other countries in Europe and South America.

Ryan is a Certified Public Accountant and he received a BS in Business and Accounting from the University of Oklahoma. He currently sits on the board of the University of Oklahoma’s Price College of Business, the DFW Private Equity Forum and the Dallas United Way’s Tocqueville Society.

EY - Portrait image Kath Carter

Kath Carter

EY

Kath Carter is a partner and the EY Global Business Development Leader for Transaction Advisory Services. She has over 19 years of business experience, and of that, 14 years has been in mergers, acquisition and divestiture activity.

Kath specializes in carve-out transactions, large complex transactions requiring public financing and seller due diligence services. Her broad industry experience includes manufacturing, travel agencies, retailers, restaurants, distributors, GDS systems, transaction processing, semi conductors, publishing, cable companies, disbursement auditing, staffing, and healthcare services and devices. Her global clients have resulted in several cross-border engagements primarily in Europe.

Kath received a BSBA with a double major in Accounting and Marketing, Summa Cum Laude from Auburn University of Montgomery. She is a CPA and a member of the AICPA, ILCPA, and Beta Gamma Sigma. Kath is on the Board of the Friends of Prentice Women’s Hospital: a member of The Chicago Network, the Chicago Finance Exchange, ACG, and IVCA; and is frequently engaged in public speaking events.

EY - Portrait image David Sreter

David Sreter

EY

David Sreter is the EY Global and Americas Transaction Tax Leader based in the firm’s New York office. He has almost two decades of experience advising clients on tax implications of mergers, acquisitions, divestitures, bankruptcies, workouts, refinancings, and capital market transactions.

David specializes in structuring domestic and cross-border transactions for both corporate and private equity clients, assisting in aligning transactional tax planning to their strategic business objectives. He is the lead tax partner on several of the firm’s most sophisticated corporate and PE clients and has extensive experience in a variety of industries, including retail, consumer products, technology, and industrial products. David has spoken before various business and trade associations and presented at universities on tax planning for M&A and divestitures. He is a member of Ernst & Young’s Americas Tax Operating Committee and has served on the firm’s Americas Tax Partner Forum.

David received his bachelor’s degree in accounting from the State University of New York at Albany and his J.D. / LL.M. (Taxation) degrees from the New York University School of Law. He is an active member of the tax sections of the American Bar Association and New York State Bar Association.

EY - Portrait image Charlie Sweat

Charlie Sweat

CEO, Chairman & Founder of Frequentz Inc.

Charlie Sweat serves as CEO, Chairman & Founder of Frequentz Inc. He is an alumnus of the Stanford University School of Business (SEP) and a former Alumni Board of Directors. Prior to Frequentz, he served as CEO of Earthbound Farm. During his 15-year tenure with Earthbound Farm, Charlie was able to grow its business from $10 million to over $540 million in revenues. Early in 2014, he led and completed its sale to WhiteWave Foods, Inc. on behalf of its shareholders, including private equity firm Kainos Capital, for approximately $600 million.

Charlie has been recognized as a Regional Winner and National Finalist in the 2011 EY Entrepreneur of the Year Awards. On top of his current role at Frequentz, he is a board member of two privately held companies, as well as Global Green USA, a non-profit organization.

Moderator

EY - Portrait image Kerrie MacPherson

Kerrie MacPherson

EY

Kerrie MacPherson is a Principal and senior member of the Financial Services Office (FSO) of Ernst & Young LLP in New York. A seasoned professional with twenty-seven years’ experience in both the US and Canada, Kerrie has developed a strong global network that gives her EY clients access to the best people and services wherever in the world they may do business.

Kerrie is also the executive sponsor of the EY Entrepreneurial Winning Women™ (EWW) program. This annual competition and executive leadership program identifies a select group of high-potential women entrepreneurs whose businesses show real potential to scale — and then helps them do it. Working with women business leaders, fueling their success and accelerating the growth of their companies is one of the most rewarding aspects of Kerrie's role as a senior advisor. It enables her to apply the learnings from decades of experience with Fortune 500 companies to exciting business ventures.

A graduate of the University of Toronto, Kerrie earned a Bachelor of Commerce specializing in Commerce and Finance. In addition, Kerrie is a Canadian Chartered Accountant (CA) and subsequent to achieving her CA designation, she earned her Master’s of Business of Administration from the University of Toronto.