Tim Christie

Despite their strategic promise, mergers and acquisitions (M&A) often fail to deliver expected financial returns for acquirers. While postmortems typically blame execution issues like flawed integration or employee turnover, the root cause may lie in the financial modeling process itself. Finance teams frequently build overly optimistic assumptions into deal models, creating unrealistic expectations for synergies, customer retention, and cross-selling potential.

Since the November election, deal fever has taken over. Nearly every market observer—and everyone in the M&A business—predicts a...

Engaging a Fractional Corp Dev Officer is an effective way to manage costs while aligning strategy and driving long-term value.