Financial Statements in M&A

Description: Types of financial statements required in M&A transactions. When they would be required, compilation [formerly NTR], reviewed, and audited.

Speaker: Matt Williams, Senior Business Manager, Business Banking at Scotiabank

Matt has been with Scotiabank for the better part of a decade, having started off as a senior advisor in personal banking before transferring into business banking in 2018. He has held positions as a small business advisor, a relationship manager for mid-market commercial, and now as a senior business manager in the Small-Med Enterprise market. His expertise is in commercial lending. Matt holds certification in Moody’s Small Business Banking, Moody’s Commercial Banking, and has been recognized in 2023, 2021, and 2020 as a Best of the Best performer for Scotiabank, and was ranked in the top 10% nationally for Commercial banking.

Limited Seats – Reserve your spot!
June 18, 2024, 1:00 PM ET