Inside the Deal: Turning Spreadsheet Chaos into Buyer-Led Clarity
Still managing deals across spreadsheets and scattered tools? It might be fine now, but as you scale, chaos is inevitable.
Join Mike Wieger, Vice President of Mergers and Acquisitions at Carson Group, for an insightful on-demand session, where he’ll share how his team moved from spreadsheet chaos to a streamlined, Buyer-Led M&A™ approach, scaling from a handful of deals to seamlessly managing 17 deals in a matter of months.
In this session, you’ll hear how they:
- Turned a messy, spreadsheet-heavy pipeline into something clear and easy to manage
- Used templates, worklists, and reports to get more done without creating extra work
- Gained leadership’s trust by putting a repeatable, reliable process in place
- Made collaboration with teams and sellers smoother to move deals faster
Don’t miss the chance to hear what worked, key lessons learned, and practical insights your team can apply right away to take control of the deal process. This pre-recorded session will be released on Wednesday, November 18th.
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Speakers
Jesse Tremblay is VP of Product at DealRoom, where he’s passionate about creating software that makes Buyer-Led M&A™ faster, easier, and more impactful. He focuses on building tools that truly help buyers take control of the deal process.
With 15+ years in product and UX at companies like RunKeeper, Hudl, and HubSpot, Jesse loves solving real problems for users and turning complex workflows into simple, usable experiences.
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Michael is an attorney who graduated from the Creighton University School of Law. During law school he worked as a law clerk focusing on contract analysis. He has spent the last two years working in the Enterprise Risk Management and Governance Risk and Compliance group of one of the Big Four accounting firms. His blend of legal and information technology skills allows him to analyze risk in a unique manner. Michael strives to add value to all stakeholders by ensuring their legal interests are always represented.
Michael grew up in Omaha before moving to Kanas City during his high school years. He and his wife, Hannah, have two young boys, Emmett and Harrison. Michael enjoys spending time outside with his family and also creating drone videography. He has hosted two of his own podcasts and currently co-hosts on a podcast based around home technology.
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