TYSONS, VA.—As one of the D.C. area’s leading M&A lawyers, Womble Bond Dickinson’s Dean Rutley knows a company’s CFO, Controller or Finance Team can play a vital role in the success of a complex deal. Rutley recently spoke to the Northern Chapter of Virginia Society of CPAs: CFO/Controller Special Interest Group on the essential role these professionals can play on both the buyer and seller sides.

Rutley’s presentation, “Anatomy of an M&A Transaction: The Players, the Process, the Paper,” took place May 30 and focused on the role of the CFO and/or Controller within an M&A deal and key considerations in areas such as:

  • Deal structure;
  • Due diligence;
  • Working capital targets and associated adjustments;
  • Tax covenants for pre-closing periods, straddle periods and post-closing periods (and who calls the shots on tax audits after the deal closes); and
  • Indemnification.

In addition, Rutley discussed how in-house CFOs and controllers can provide value and contribute to a successful transaction.

Dean Rutley is a M&A Partner in Womble Bond Dickinson’s Corporate & Securities practice and Co-Leader of the firm’s Financial Technology (FinTech) sector. He is a veteran transactions lawyer with over three decades of experience who has overseen deals in the US, UK, Europe, and the Pacific Rim.  His practice has focused on companies in aerospace and defense, information technology, government services, cybersecurity, telecommunications, e-commerce, banking and finance.