Course topics:

  • Overview of M&A process: preparation, buyer outreach, bid submission, management meetings, negotiation, due diligence, closing
  • Accounting/tax considerations for each stage
  • Financial due diligence expectations
  • Collaboration between CPAs and M&A advisors

    • Course details

    About this course

    • $49.00
    • 1 CPD hour
    • May 14, 2026 - 12:00 PM ET

    Instructor(s)

    Pete Buttigieg

    Pete Buttigieg is the Founder and Managing Partner of Westonview, where he brings deep expertise in M&A, private equity, financial advisory and operations to help business owners and investors successfully navigate M&A transactions.

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    Before founding Westonview, Pete co-founded Pillar49 Capital, an investment firm focused on acquiring and operating lower middle-market businesses. His career background also includes roles as a private equity investor at Onex Partners, an M&A investment banker at RBC Capital Markets and an accountant at Deloitte. Pete is a CPA and CFA charterholder and holds a Bachelor of Commerce degree from the University of Toronto.