Come learn the latest with the Transaction Advisory experts from Eide Bailly and learn how the right Data set up will add value in your Transaction. Learn how to best set up your Transaction to maximize your payout and make the process smooth and easy!!
About this event
The confusion and complexity of mergers and acquisitions can be helped by an experienced advisor who knows how to get a deal done. Eide Bailly has the experience and resources to make your deal or due-diligence as seamless as possible. We’ve handled it all, from family transfers to large-scale purchases. Our personal approach puts your goals in the spotlight, and our connections with private equity groups can help put all of your options on the table. Our team is ready to best position your business in the marketplace.
Every company is a data company, but not every company is data driven. Most businesses inherently accumulate and maintain a sizeable amount of data. And yet, many sit on high-potential, unorganized data without a mature process or means for gaining insight from it. Eide Bailly’s strategic data solutions and business analytics consulting capabilities will turn your data chaos into clarity. Our data services help automate your data collecting, organization and reporting to visualize your business performance with BI reports and dashboards for easier and informed decision making.
John Waldock is the Director of Transaction Services for Eide Bailly. John has 25 years of experience in mergers and acquisitions (M&A), capital markets and other corporate finance transactions. He has completed more than 250 transactions for both public and private clients in the technology, IT and software, industrial, consumer product, transportation and logistics, and healthcare industries. Prior to joining Eide Bailly, John served as a Director of Investment Banking at Lazard completing more than 75 capital markets and M&A transactions for middle market entrepreneurs and private equity clients. Prior to joining Lazard, John was an associate with the Technology Investment Banking group of Credit Suisse in New York. While at Credit Suisse, he provided a full range of investment banking services and participated in over $6.3 billion of merger and acquisition activity. Prior to Credit Suisse, John was employed by UBS in New York, advising companies on mergers and acquisitions and public equity offerings.
Nate has 20 years of experience in the data and analytics world. His career started as a data analyst and he quickly came to realize that organizing and enabling companies with data was his true passion. After various stints at startup companies during his early career, he met his eventual business partner, Nathan McMurtrey, and they founded data warehousing and consulting company Xerva in 2014. Xerva was focused on helping companies that felt they were buried in data chaos. Their passion for organizing data and making it actionable, accessible, and accurate has served them well. In 2019, Xerva was acquired by Eide Bailly to help enhance the offering they could provide to the many clients that Eide Bailly serves.