Join experts – Stuart R. Levine, Chairman & CEO, Stuart Levine & Associates and Paul M. Aguggia, Partner, Holland & Knight LLP as they share insights on effective M&A strategy.

In this webinar, we will discuss the following current M&A issues as it pertains to strategy for effective risk mitigation:
• Understanding how a strong culture can ensure success
• Importance of a strong rhythm of effective communications with all stakeholders
• Creating shared vision, mission and core values around culture and strategy for the post-merger organization
• Using a transitional governance committee to break through barriers and ensure results
• Ensuring reduced role ambiguity, processes clarification, and board equilibrium
• Importance of a strong rhythm of effective communications with all stakeholders
• Identifying “determinants” of success required to best serve the organization
• Developing a plan for effective due diligence, navigation of regulatory limitations, required time frames, confidentiality, and post-transaction integration
• Identification of post-transaction impediments and identification of realistic goals and measurement of critical outcomes

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Stuart R. Levine

Chairman and CEO,
Stuart Levine & Associates and EduLeader

Stuart is a governance expert and has served on over 15 for profit and not-for profit boards and is the former global CEO for Dale Carnegie & Associates, Inc. operating in 72 countries. An international best-selling author, he has significant board and executive leadership experience across multiple disciplines including financial services, technology and healthcare specializing in strategy, strategic communication, board governance, leadership development, customer focus and large-scale change management.

Stuart is the recipient of awards from several prestigious national organizations, including Entrepreneur of the Year Award from Ernst & Young and Inc. Magazine. NACD recognized him as part of The Directorship 100 in both 2011 and 2012 and appointed him to serve on their 17-member Nominating/Governance Advisory Council. He presently serves on the Nominating & Governance Committee, Audit Committee, Broadridge Financial Solutions.


Paul M. Aguggia

Partner, Holland & Knight LLP

Paul is a corporate services attorney specializing in advising boards of directors and senior management in risk management, governance, capital raising and mergers and acquisitions matters. His experience as chairman and president of Clifton Bancorp Inc. (CSBK) and chairman of an international law firm brings significant financial industry expertise.

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