Recent Posts by Cassity Lindstrum

 

SecureDocs' New Vice President of Sales: Meet Casey Roberts

SecureDocs, Inc. has announced that Mr. Casey Roberts has been named Vice President of Sales. Roberts’ new role places him responsible for overseeing the growth of the SecureDocs, Inc. account management team, ensuring that prospective customers have a tremendous experience from their first point of contact, through the evaluation process, and as a customer.

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The CEO of The Deal (Video)

During an M&A Transaction it's crucial that you partner with an advisor who understands thedelicate balance of protecting your business while engaging in reasonable risk in order to achieve maximum success during the deal process. You need your advisor the be "The CEO of the Deal" so you can focus on being the CEO of your company. Watch this video to learn more: 

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How Burdensome is the M&A Process? (Video Interview)

The M&A process without a doubt takes the time of a company's management team. It requires delicately balancing time spent moving your company forward while simultaneously managing internal changes within your organization. 

The amount of time required on the actual M&A transaction can vary throughout the process. In this video Latitude CEO, Steven Myhill-Jones, discusses how he managed change in multiple areas of his organization, including technology migration, change in his executive team, change in partner agreements, and changes in licensing terms all while also going through M&A.

Watch the video below to learn more: 

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Choosing an M&A Advisor: Dedication (VIDEO)

When choosing an M&A Advisor it's important that your advisor is dedicated to seeing the transaction through to the very end. Mergers and acquisitions is a marathon, not a sprint. The process can often take much longer than one may think, and you need a partner who will be there to do more than just make a handful of introductions, check-in here and there, and then collect their fee.

On Wednesday, November 15, 2017 at 11AM (PDT) SecureDocs will co-host a webinar, "Choosing an M&A Advisor: A Guide for Investors, Boards, and Management," with TechStrat, an M&A and strategic advisory firm, and presented by TechStrat Founder Nat Burgess who has over 20 years advising emerging technology companies on M&A, investment, and growth strategies.

During the 1 hour webinar Mr. Burgess will share detailed best practices and tactics to implement when choosing an M&A Advisor in order to ensure success for your unique business. He shares a preview of the webinar content in the TechStrat video, "Choosing an M&A Advisor: Dedication," below.

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Choosing an M&A Advisor: Experience (VIDEO)

Whether you are a CEO, board member, or investor involved with a business entering into M&A it is critical that you partner with an experienced M&A advisor to help you carefully navigate the transaction ahead. The team on the other side of the transaction likely has extensive buy-side experience, and it's important that you have the same level of knowledge on your team when preparing for and executing the transaction. But how do you know which advisor is the best choice?

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Choosing an M&A Advisor: Sector Knowledge (VIDEO)

Choosing an M&A Advisor that is right for your unique business is a critical component to the mergers and acquisitions process. But how do you know which advisor is the best choice?

On Wednesday, November 15, 2017 at 11AM (PDT) SecureDocs will co-host a webinar, "Choosing an M&A Advisor: A Guide for Investors, Boards, and Management," with TechStrat, an M&A and strategic advisory firm, and presented by TechStrat Founder Nat Burgess who has over 20 years advising emerging technology companies on M&A, investment, and growth strategies.

During the 1 hour webinar Mr. Burgess will share detailed best practices and tactics to implement when choosing an M&A Advisor in order to ensure success for your unique business. He shares a preview of the webinar content in the TechStrat video, "Choosing an M&A Advisor: Sector Knowledge," below.

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