Best Practices for Higher Education Mergers and Acquisitions

Presented on:
July 8, 2020 10:00 AM PT
1 hour

As the landscape of higher education continues to change and become more competitive, many colleges and universities are exploring mergers, acquisitions, partnerships, and other combinations. Join us for an on-demand webcast in which we’ll discuss:

  • Strategies and best practices for acquiring another institution
  • Post-merger integration
  • Financial and tax due diligence
  • The future of M&A in higher education


Abe Nour, Director, Transaction Advisory Services, Moss Adams

Abe is a leader of Moss Adams Transaction Advisory Services, with more than 15 years focused on buy-side and sell-side due diligence advisory. He has worked on numerous transactions for leading private equity firms and companies operating in a variety of industries including higher education, aerospace and defense, technology, manufacturing & distribution, and health care. Abe’s experience includes assisting private equities, strategic buyers, and corporations with their acquisition and divesture processes, including initial deal analysis, due diligence, and restructuring.

Guy Knuf, Partner, Transaction Advisory Services, Moss Adams

Guy has practiced public accounting since 1987. He has advised entrepreneurs, private equity groups, strategic investors, investment bankers, lenders, and other capital providers on merger and acquisition, divestiture, and ESOP transactions ranging from $10 million to $1 billion in enterprise value. His clients have included both established and entrepreneurial companies within the manufacturing, distribution, retail, service, contractor, and real estate industries as well as higher education. He has extensive experience in business planning, mergers and acquisitions, valuation, due diligence, budgeting and forecasting, and deal structuring.

Ryan Dover, Senior Manager, Transaction Advisory Services, Moss Adams

Since 2013, Ryan has specialized in audit, mergers and acquisitions, and financial due diligence. He assists middle-market companies, private equity firms and investment banks with financial and operational due diligence. Ryan has served clients in a variety of industries, with a focus on transportation, education, manufacturing, and real estate, and his clients benefit from his extensive experience in regulatory compliance audits.

Pat Caudle, Controller & Director of Financial Operations, University of Redlands

Pat Caudle has served the University of Redlands for the past 36 years. She has held the position of Controller for the past 25+ years. Primarily responsibilities include treasury, debt and investment management, compliance and audit and finance policies. She has previously held various positions with Redlands including Accounts Payable Clerk, Accounting Coordinator, Accountant, and Associate Controller.

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