Exclusive case study: A little over a year ago when publicly held Perion advanced with a deal to acquire digital agency Undertone, Michael Waxman-Lenz began preparing to exit his post as Perion’s chief strategy officer to spearhead Undertone’s private-to-public journey as its CFO.

Now, for the first time, CFO Waxman-Lenz charts the action steps and milestones that allowed his team to rapidly transform Undertone’s internal controls, allowing it to achieve initial and ongoing compliance.