Finance in 15

A CFO roadmap to a successful acquisition integration


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In this episode, host Adam Boutros sits down with Louis Marcotte, EVP and CFO at Intact Financial Corporation, to discuss an area that's an ongoing opportunity and challenge for many CFOs, acquisitions and successful integration post-acquisition. They explore key strategies for approaching the M&A process, the importance of due diligence and planning, and other ways finance teams can support an organization's growth and value creation.

  • 00:00- Adam’s introduction to Finance in 15 and guest Louis Marcotte, CFO of Intact Financial
  • 01:05- Louis provides more context about Intact Financial and his role at the company
  • 02:16- Louis shares a brief synopsis of his recent deal activities, and how he typically begins the acquisition process
  • 04:10- Louis expands on the importance of discipline and due diligence throughout the process
  • 06:53- Louis shares his perspective on the integration of people and culture once a company has been acquired
  • 08:32- Louis discusses the role of technology and data analytics during the acquisition process
  • 10:57- Louis offers his tips for ensuring increasing speed and efficiency
  • 13:21- Louis shares his advice and key focus areas for CFOs during the acquisition cycle
  • 14:30- Adam shares his closing thoughts and conclusions

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Finance in 15By PwC Canada