M&A 4-part Webinar Series | Part 2 - Benefits Issues in M&A

  • 09/17/2020
  • 11:00 AM - 12:30 PM
  • Webinar
  • 100


Interested in M&A? Please join us for a complimentary four-part series with industry experts where we’ll explore various considerations involved in the M&A process. Topics will include transaction readiness (both buy-side and sell-side), as well as compensation and benefits considerations that can arise during a transaction. We hope to provide you with key information that you can utilize to help make future transactions a success for your organization.

We hope you’ll be able to join us on the following dates:

  • 9/3 - Transaction Readiness: Buy-side (Presented by Thrive HR)
  • 9/17 - Benefits Issues in M&A (Presented by Alvarez & Marsal)
  • 10/1 - Transaction Readiness: Sell-side (Presented by Thrive HR)
  • 10/15 - Comp Issues in M&A (Presented by Alvarez & Marsal)

Recordings will be available for those who can’t attend (registration still required).

Register Here

Part 2 of 4 Webinar Series

Benefits Issues in M&A

Although the benefits structures of the target and the buyer may not always be viewed as an important consideration in corporate transactions, there are significant advantages to considering potential implications and risks in advance of the transaction. This session will explore some of the most important considerations and some of the most common issues that arise as a result of transactions and practical solutions for solving those issues.

Learning Objectives:

  • Understand the impacts of the transaction type (spin-off, merger, asset vs. stock deal) on the buyer’s benefits
  • Become familiar with the diligence and pre-acquisition planning
  • Learn about practical solutions for common issues

Speaker Biography:

Patrick Blanchard, Alvarez & Marsal

Patrick Blanchard is a Managing Director with A&M Taxand, LLC in Denver. He assists clients with a variety of issues related to qualified retirement plans.

Mr. Blanchard’s experience includes performing nondiscrimination testing with a particular emphasis on complex controlled groups and unique testing conditions (e.g., subsequent to M&A activity); representing plan sponsors in Internal Revenue Service (IRS) and Department of Labor (DOL) examinations; assisting to correct operational failures under the IRS and DOL correction programs; and assisting employers throughout the process of adopting or making significant changes to retirement programs.

Additionally, Mr. Blanchard assists clients with their non-qualified deferred compensation plans and other compensation programs to ensure compliance with all applicable statutes and guidance.

Prior to joining A&M, Mr. Blanchard was a Managing Director with Compensation & Benefit Solutions, a leading provider of compensation and benefit services based in Denver.

Mr. Blanchard earned a bachelor's degree in general business from Southwestern University, a law degree from the Case Western Reserve University School of Law, and an LLM in Taxation from the University of Denver. While attending the University of Denver, he represented low-income taxpayers before the IRS as a part of the Low Income Taxpayer Clinic. Mr. Blanchard is currently an adjunct professor of Qualified Pension & Profit Sharing Plans in the University of Denver’s Graduate Tax Program and frequently speaks on qualified retirement plan compliance and administration.


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