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How a Public Equity Analyst Evolves to Executing on M&A
Speakers
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Greg Stein
Vice President, M&A and Strategy at Xerox
About
“You don’t need to have a certain type of background to be successful in a role. You need the basic skills, but ultimately, it all depends on what type of person you are, what drives and motivates you.” – Greg Stein.
According to Greg, being a public equity analyst has helped him be more focused on one sector, as compared to traditional corporate development. However, there is a learning curve when it comes to execution, especially on the legal side of deals.
In this webinar, we have the privilege of hearing from Greg Stein, Vice President of M&A and Ventures at Xerox, as he shares his unique journey from being a public equity analyst to executing M&A transactions.
Key points
Things you will learn in this episode:
- Transitioning from a public equity analyst role to M&A
- How to effectively evaluate a business
- Potential deal pitfalls to consider
- Preliminary due diligence as a PE Analyst
- Advice for people transitioning from public equity roles to M&A