BSG From the Boardroom

A curated selection of executive opportunities, industry highlights, and unique insights in executive search.

    Lori Gleeman Attends Dealmakers Breakfast Series

    IMG_1617From the Desk of Lori Gleeman:

    Thank you BDO and Todd Kinney for hosting the informative Dealmakers
    Breakfast Series discussion in beautiful Times Square at Duane Morris. This conversation was focused on due diligence, both pre and post LOI, specifically for owner-CEOs and family offices to lower and middle market private equity. I appreciated panelist Stephanie Davies', of Stout Risius Ross Advisors, five most important points when performing diligence:

    1. build relationships
    2. create goodwill
    3. flesh out key issues as soon as possible
    4. push for steady momentum
    5. continue to communicate

    A business relationship is a personal relationship and should be treated as
    such for the best possible outcome.
    -by BSG on Jan 23, 2020 2:13:00 PM


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