How a Public Equity Analyst Evolves to Executing on M&A

Aug 28, 2023 12:00 PM (CST)


Greg Stein
Vice President, M&A and Strategy at Xerox


“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

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