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Meet the Experts

Unclaimed Property:

Mergers and Acquisitions 

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Wednesday, May 20, 2020  

Holders can engage in a number of unclaimed property best practices designed to quantify, manage, and mitigate potential unclaimed property exposure as a result of mergers and acquisitions. 

In this webinar, we'll cover the steps a holder should consider during and after the due diligence stage of an acquisition. 

  • How a thorough understanding of unclaimed property by the individuals engaging in the negotiations and due diligence stages can have a direct impact on a Holder’s unclaimed property exposure
  • How Holders can include more favorable terms and conditions into the purchase agreement to mitigate a Holder’s unclaimed property exposure
  • Legal best practices before, during, and after an acquisition to yield a better unclaimed property outcome
  • The principle issues in managing a successful acquisition and best practices for integrating the newly acquired entity into your existing unclaimed property process


Laura Carlson, Director, Unclaimed Property, Altus Group 

With almost 15 years of state and local tax experience, Laura oversees Altus Group’s unclaimed property consulting practice where she has successfully helped our clients mitigate their UP liability both pre and post-acquisition.  Laura has managed and completed numerous Delaware Voluntary Disclosure Agreements and Audit Defense projects. Laura has established a respected list of client relationships and fostered trust with a number of attorneys that specialize in the industry.

Join Altus Group expert, Laura Carlson, Director of Unclaimed Property at Altus Group, and Michael Wynne, Partner with Jones Day, to learn a practical guide for leveraging policies and procedures developed specifically for acquisition activities. This guide will enhance a holder’s risk management and reduce the Company’s unclaimed property liability.  

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Michael Wynn, Partner, Jones Day

Mike has more than 30 years of experience in state and local tax (SALT) and unclaimed property (escheat). He is recognized in Chambers in the area of Illinois tax as "renowned for his expertise in False Claims Act work." Mike has been lead counsel in federal and state trial and appellate courts in qui tam tax and escheatment cases, in refund class actions, and in constitutional challenges to statutes and ordinances.

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