Mergers & Financial Sustainability: The Cornerstone Montgomery Case Study

This;OPEN MINDS;Executive Roundtable was delivered on April 18, 2024, by;Cari Guthrie, President and Chief Executive Officer, Cornerstone Montgomery. She discussed how to address financial sustainability challenges while implementing complex M&A designed to scale the organization. This includes budgeting for a M&A transaction, realistic timelines and expectations for integrating organizations, lessons learned when leadership from two organizations are brought together, and addressing issues of scaling technology and support services.

Executive attendees of this session learned:

How to decide whether scaling through M&A is right for your organization.

How to . . .