Preparing for mergers and acquisitions – the forecast
In this episode of Kybos Diary of a CFO, Stephen Hambling talks openly with guest David Jones about how organisations should prepare for mergers and acquisitions, emphasising the significance of effective financial forecasting and what should be included.
About David Jones
David is a seasoned mergers and acquisitions (M&A) expert who has successfully completed approximately 150 deals. He is also a former Deloitte LLP partner of 19 years, as well as a non-executive director and strategic advisor. David has an established history of advising on a wide variety of transactions in the lower mid-market. His expertise encompasses corporations, owner-managed businesses, and entities backed by private equity. As a reliable advisor with strong commercial insight and a broad network, David offers Boards strategic advice and guidance on essential issues such as exit readiness, business and succession planning, and risk and crisis management.
During his tenure at Deloitte, David significantly contributed to advancing the firm’s private sector healthcare initiatives in the UK. As an essential part of the Life Sciences & Healthcare Industry Executive, he was crucial in developing Deloitte’s pan-European and global Health M&A presence.
As a Fellow of the Institute of Chartered Accountants in Ireland (FCA) and a former Member of the Securities Institute, David’s dedication to excellence, client service, and team leadership is evident through his receipt of prestigious awards. He was named HealthInvestor Deal Maker of the Year for three consecutive years (2016, 2017, and 2018). Furthermore, his team consistently earned recognition for their exceptional work, winning the Corporate Finance Team of the Year award at both the LaingBuisson Awards and the HealthInvestor Awards. Connect with David on LinkedIn.
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