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Strategic M&A: Unlocking the Potential of Agency Mergers and Integrations

Presented by Brian Kessman, Founder & Principal Consultant, Lodestar Agency Consulting

EVENT DESCRIPTION

If you're considering a merger or acquisition (M&A), you understand the exciting potential for revenue growth and cost savings that M&A can bring to your firm. But sadly, 70-90 percent of M&As fail to meet expectations due to integration problems. For your vision to become a reality, you must look beyond the numbers and ensure you have the right strategic and organizational fit for successful integration. 

This workshop provides insightful guidance and actionable resources to inform your pre-letter-of-intent and due diligence considerations to set the stage for successful post-merger integration. So join us and avoid the costly mistake of merging with the wrong firm. If you decide not to pursue a merger, you'll still find these insights valuable for strengthening your own agency.

KEY TAKEAWAYS

  • ​A framework and case study to help you identify a firm to merge with that strategically complements your agency's strengths and creates a sustainable, competitive edge for your combined organizations.

  • Insight into common organizational challenges that can prevent successful integration and practical strategies and tools for overcoming them. 

  • Guidance on how to manage your integration and drive change to create a unified, cohesive organization.

WHO SHOULD ATTEND

  • Agency principals and operations executives.

​ABOUT THE PRESENTER

Brian Kessman is the Founder and Principal Consultant of Lodestar Agency Consulting. Lodestar is a US-based consulting firm that partners with agency leadership teams to improve their firm's financial performance and organizational health. We do this through positioning strategy, productization, and operating model design, resulting in new business success, scalable revenue, and sustainable growth.

​Brian developed Lodestar’s innovative Agency Wayfinder™ approach over 20+ years as a leader at brand strategy, interactive, product design/development, and full-service agencies across the US. Passionate about sharing what he’s constantly learning about the future of work for agencies, he’s a keynote speaker and workshop facilitator for major industry associations and conferences, including the 4As, AMIN Worldwide, TAAN Worldwide, Worldwide Partners, MAGNET Global, Mirren Live, the Bureau of Digital. He’s also a past Favorite Website Awards (the FWA) judge.

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Redesigning Agency Teams for a Productized Business Model