Podcasts about dealroom

Ola Sars, Founder, CEO & Chairman of Soundtrack Your Brand In this episode of M&A Science, Ola Sars shares the story of his 20-year journey disrupting the music industry—first by co-founding Beats Music (later acquired by Apple), and now as the visionary behind Soundtrack Your Brand. Ola dives into the bold thesis that's guided his career, why he's pursuing a buyer-led M&A approach to consolidate a fragmented background music market, and how he's turning legacy customer bases into scalable SaaS revenue. Things you will learn: How to turn a  product thesis into a long-term growth engine How Ola evaluates roll-up targets based on CAC and subscription quality What it takes to digitize a legacy industry with B2B SaaS Lessons from Beats Music, Apple, and Spotify on scaling and selling ______________________ This episode is sponsored by DealRoom! Turn your chaos into control. Tired of chasing updates across spreadsheets and email threads? Discover how DealRoom helps corporate development teams bring order to M&A.

John Romeo, CEO of the Oliver Wyman Forum and Head of M&A at Oliver Wyman We sit down with John Romeo to explore Oliver Wyman's disciplined, strategic approach to M&A. Romeo shares how his team sources deals through a bespoke pipeline, aligns incentives with founder-led businesses, and plans integrations that prioritize people and long-term value creation. From cultural diligence to pricing discipline, this episode reveals what it really takes to execute successful deals in a high-touch, people-driven industry. What You'll Learn: How to build and manage a bespoke M&A pipeline The difference between banker-led and buyer-led deal processes What cultural alignment looks like in professional services deals How to structure integration and retention plans to protect long-term value ______________________ This episode is sponsored by DealRoom! Turn your chaos into control. Tired of chasing updates across spreadsheets and email threads? Discover how DealRoom helps corporate development teams bring order to M&A.

Stew Campbell, Partner at The Chernin Group In Part 2, Stew Campbell returns to share tactical guidance for founders evaluating outside capital. We dive deep into how to run a founder-led investor process, what to watch for in term sheets, and how to build long-term wealth while scaling a founder-led business. Stew breaks down growth equity vs. private equity, investor diligence, and how to choose a partner who accelerates—not limits—your next chapter. This episode is a must-listen for any operator planning a recap, acquisition, or capital raise in the next 1–3 years. Things You'll Learn: How to run a founder-led competitive investor process What to ask when evaluating potential investors and term sheets How to align capital strategy with long-term wealth goals Ways great investors create real value beyond the check ______________________ This episode is sponsored by DealRoom! Turn your chaos into control. Tired of chasing updates across spreadsheets and email threads? Discover how DealRoom helps corporate development teams bring order to M&A.

Stew Campbell, Partner at The Chernin Group In this episode of M&A Science, host Kison Patel sits down with Stew Campbell to explore how growth equity supports founder-led companies beyond just capital. Stew shares lessons from his career helping businesses scale while preserving their culture and mission. They discuss how founders should think about their boards, when to consider a minority recap, what separates elite investors, and how to navigate noisy capital markets with clarity and confidence. Whether you're a founder eyeing your next stage of growth or an operator thinking through the right partner, this episode unpacks how to scale with intention. Things you will learn: What a value-creating board actually looks like—and how to build one How to differentiate growth equity, private equity, and venture capital When to consider a minority recap—and how to structure it Why investor relationships are a long game and how to run your own "unbanked process" __________ Turn Your Chaos into Control:Tired of chasing updates across spreadsheets and email threads? Discover how DealRoom helps corporate development teams bring order to M&A.

AI in M&A: Building, Buying, and the Future of Dealmaking // MLOps Podcast #315 with Kison Patel, CEO and M&A Science at DealRoom .Join the Community: https://go.mlops.community/YTJoinIn Get the newsletter: https://go.mlops.community/YTNewsletter // AbstractThe intersection of M&A and AI, exploring how the DealRoom team developed AI capabilities and the practical use cases of AI in dealmaking. Discuss the evolving landscape of AI-driven M&A, the factors that make AI companies attractive acquisition targets, and the key indicators of success in this space. // BioKison Patel is the Founder and CEO of DealRoom, an M&A lifecycle management platform designed for buyer-led M&A and recognized twice on the Inc. 5000 Fastest Growing Companies list. He also founded M&A Science, a global community offering courses, events, and the top-rated M&A Science podcast with over 2.25 million downloads. Through the podcast, Kison shares actionable insights from top M&A experts, helping professionals modernize their approach to deal-making. He is also the author of *Agile M&A: Proven Techniques to Close Deals Faster and Maximize Value*, a guide to tech-enabled, adaptive M&A practices.Kison is dedicated to disrupting traditional M&A with innovative tools and education, empowering teams to drive greater efficiency and value.// Related LinksWebsite: https://dealroom.nethttps://www.mascience.com~~~~~~~~ ✌️Connect With Us ✌️ ~~~~~~~Catch all episodes, blogs, newsletters, and more: https://go.mlops.community/TYExploreJoin our Slack community [https://go.mlops.community/slack]Follow us on X/Twitter [@mlopscommunity](https://x.com/mlopscommunity) or [LinkedIn](https://go.mlops.community/linkedin)] Sign up for the next meetup: [https://go.mlops.community/register]MLOps Swag/Merch: [https://shop.mlops.community/]Connect with Demetrios on LinkedIn: /dpbrinkmConnect with Kison on LinkedIn: /kisonpatel

Rob Brown, CEO of Lincoln International Explore how one of the world's top M&A advisory firms scales through acquisition. Rob shares his leadership journey, reveals how Lincoln actively manages culture during growth, and explains why integration starts from Day 1. Rob and Kison also dive into cross-border M&A, the rise of buyer-led strategies, and how AI is transforming the deal process.

Paul Miller, CEO of Questex Paul Miller joins us to share his extensive experience in M&A, having led more than 90 acquisitions throughout his career. Paul reveals how Questex uses a proactive, buyer-led approach focused on culture, strategic alignment, and integration discipline. The conversation dives into the importance of early relationship-building with potential targets, auditing post-close success, and developing internal M&A capability—even when the team has no prior deal experience. Paul also shares candid advice on international deals, when to walk away, and how to avoid the common trap of "deal fever."

 Michael Belluomini, Senior Vice President, Mergers and Acquisitions, Carson Group Kison sits down with Michael Belluomini to unpack how Carson Group scaled its M&A strategy—shifting from internal partner investments to sourcing proprietary external deals at volume. Michael shares tactical insights into managing concurrent transactions, building a sourcing engine, and executing with precision.    Things You'll Learn: The differences between Buyer-Led and Seller-Led M&A—and when to use each How Carson Group built a scalable sourcing engine across multiple deal channels Strategies for managing 3–5 concurrent deals without burning out internal teams Why culture fit and trust are non-negotiables in M&A success Episode Chapters [00:01:00] Michael's background in M&A and move to Carson Group [00:05:30] Building equity partnerships with independent advisors [00:07:00] Carson's first external acquisition and shift to full ownership deals [00:08:30] Sourcing strategies: banker-led vs. proprietary sourcing [00:10:30] Key differences between internal and external M&A transactions [00:12:00] The case for buyer-led M&A: process control and long-term outcomes [00:17:30] How Carson builds proprietary pipeline using data, outreach, and coaching [00:20:00] Structuring outreach and qualifying prospective sellers [00:22:30] Building trust in the process and winning deals beyond valuation [00:31:00] Integration strategy and Carson's one-stage close model [00:35:00] Managing 14 deals in one year with a lean team and specialized roles [00:37:00] Why Carson adopted DealRoom to streamline pipeline and diligence [00:41:00] How to reduce seller fatigue and coach through diligence [00:44:00] Culture fit as a non-negotiable deal criterion [00:50:00] The craziest thing Michael's seen in a deal [00:52:00] What sellers do after exiting—and why finding your “next” matters

What separates a successful acquisition from a failed one? For Kison Patel, it comes down to two things: precision and process. As the Founder and CEO of DealRoom, Kison is redefining how businesses approach mergers and acquisitions by combining project management software, educational content, and deep industry insight. With a background as an M&A advisor, he's seen firsthand how traditional systems fall short—and how better workflows can unlock real value. From strategic planning to business integration, this episode explores what it takes to execute and scale smarter, faster, and more effectively. Tune in to discover: What drives today's most strategic M&A transactions How to value and model companies for sustainable business growth Why poor diligence ruins deals—and how to fix it The role of technology and leadership in a new era of corporate strategy Check out Kison's latest book Agile M&A: Proven Techniques to Close Deals Faster and Maximize Value on Amazon and discover more about Kison and his current projects, including podcasts featuring M&A experts, by visiting his website. Episode also available on Apple Podcasts: https://apple.co/38oMlMr

In today's episode, we connect with Kison Patel, the Founder and CEO of DealRoom, a project management software for complex financial transactions. With more than a decade of experience as a mergers and acquisitions advisor, Kison developed DealRoom after experiencing various profound, industry-wide inefficiencies first-hand.  Kison is on a mission to bring better process solutions to an industry with growing market pressures, transaction values and competition. How does he achieve this? Through developing technology, educational content, specialized training, and more… Click play to uncover: The types of companies that can benefit from strategic M&A planning. The factors that go into identifying executable business targets.  How to model and value a business efficiently and effectively. The overall process of business integration. The strategic drivers that push companies to acquire others.  Want to find out how to stay relevant amidst the rapidly evolving technological landscape? Why do so many promising transactions fail due to poor diligence and integration processes? Join the conversation now to learn more about this complex and fascinating topic! Discover more about Kison and his current projects, including podcasts featuring M&A experts, by visiting his website. You can also find his latest book, Agile M&A: Proven Techniques to Close Deals Faster and Maximize Value, available on Amazon. Episode also available on Apple Podcasts: http://apple.co/30PvU9C

In this episode of Business Ninjas, we sit down with Kison Patel, Founder & CEO of DealRoom, to explore how technology is transforming the world of mergers and acquisitions. Traditional M&A processes are often slow, fragmented, and inefficient, but Kison shares how DealRoom is streamlining deal management, improving collaboration, and leveraging AI to enhance due diligence. He dives into the biggest challenges in M&A today, why automation is a game-changer, and how businesses can execute deals faster and more effectively.Whether you're an investor, a business owner, or an M&A professional, this conversation is packed with insights on the future of deal-making and how technology is reshaping the industry.Learn more about DealRoom: https://dealroom.net/Connect with Kison Patel: https://www.linkedin.com/in/kisonpatel/Follow DealRoom on LinkedIn: https://www.linkedin.com/company/dealroom/Listen to Kison's podcast, M&A Science: https://www.mascience.com/podcast

Episode 84.  M&A is an ever evolving world that we can always keep learning from. It's a world based on relationships, but technology is creeping in more and more leaving lots to discuss with two M&A junkies.In this episode of the Lifetime at Work podcast, host and M&A advisor himself Greg Martin interviews Kison Patel, founder and CEO of the M&A software tool, DealRoom, and host of the podcast M&A Science. Patel shares his journey from working as an M&A advisor to transitioning into technology. They discuss the inception of DealRoom and the challenges faced in its early days, the trends and future of the M&A industry, and the benefits of integrating software tools in M&A processes. The conversation also touches on Patel's philosophies on entrepreneurship, the importance of customer feedback, and the strategic use of AI in improving efficiency. This episode provides valuable insights for M&A professionals, entrepreneurs, and anyone interested in the intersection of technology and business.00:00 Introduction to Lifetime at Work Podcast00:23 Meet Kison Patel: M&A Expert and Entrepreneur01:08 Kison's Journey from M&A Advisor to Tech Founder02:06 The Birth and Growth of Deal Room03:47 Challenges and Lessons in Entrepreneurship06:47 The Role of Technology in M&A12:41 Insights from M&A Science Podcast and Agile M&A Book22:08 Balancing Multiple Roles and Continuous Learning28:41 Advice for Aspiring Professionals and Entrepreneurs38:27 Final Thoughts and Closing Remarks

Welcome to a new episode of the EUVC podcast, where our good friends Dan Bowyer and Mads Jensen from SuperSeed in a discussion with Andrew J. Scott, Founding Partner at 7percent Ventures and Karin Nielsen, Product & Growth Advisor at Unruly Labs, cover recent news and movements in the European tech landscape

In this week's episode, Jennings looks to the future: Imagine, you just turned 70 years old. Your kids are grown. You've retired. You contributed to a 401k, but the cost of living has made it a little bit harder to enjoy your later years. Are you going to have enough to do the things you wanted to do? To be generous? To take the trip with the kids/grandkids?  Jennings discusses the shift that took place when he realized he didn't want to be a contractor for the rest of his life. And he looks at 5 recent Deal Room deals that could jump start someone's life toward financial independence. Visit dealroomlive.com and use coupon code: DEALROOM for $100 off conference ticket price.  As always, thanks for listening!

Jeff Giles, Executive Vice President at Core & Main M&A at scale requires more than just financial analysis—it's about building relationships, understanding cultural fit, and executing a seamless integration strategy. With over 60 deals under his belt, Jeff Giles, Executive Vice President at Core & Main, has a proven track record of leading high-volume, buyer-led M&A. In this episode of the M&A Science Podcast, Jeff shares his expertise in strategic acquisitions, relationship-driven deal sourcing, and post-merger integration. He discusses the critical role of culture in M&A, how to prioritize acquisition targets, and why technology is essential for managing complex transactions. Things you will learn: Buyer-led M&A – The power of proactive deal sourcing Building a strategic market map – Core vs. adjacent markets How to assess culture in M&A – What makes a deal truly successful  Negotiation tactics in valuation gaps – Closing deals with the right structure Integration planning – Ensuring a smooth transition post-close _________________________________ This episode in sponsored by DealRoom AI. Forget spending hours reviewing diligence contracts. Automate the extraction and analysis of key information and create quick summary reports. Harness the power of Buyer-Led M&A with DealRoom's proven framework. Visit DealRoom.net to learn more. _________________________________ Episode Timestamps: [00:00:00] Introduction & Guest Background [00:03:00] Building Market Maps & Identifying Opportunities [00:11:00] Developing Relationships in Buyer-Led M&A [00:19:00] Expanding into Adjacent Markets [00:24:00] Prioritization of Acquisition Targets [00:31:00] Evaluating Cultural Fit & Integration Risks [00:38:00] Building Trust & Transparency with Business Owners [00:42:45] The Due Diligence Process [00:50:00] Managing Bid-Ask Spread & Valuation Challenges [00:55:00] Integration Planning for M&A Success [01:01:00] The Role of Technology in M&A [01:06:00] Surprising Moments in M&A

Dr. Amit Monga, Founder and CEO of SARAPOINT Every deal tells a story of risk, strategy, and the relentless pursuit of value. With M&A evolving into a core function across industries, simply following old playbooks is no longer enough. You need insight, discipline, and a strategy tailored to today's fast-moving, multi-dimensional landscape. In this episode of the M&A Science Podcast, Amit Monga, Founder and CEO of SARAPOINT, joins us to unpack the intricacies of software valuation, integration challenges, and structuring carve-outs that unlock hidden value.  Things you will learn: Trends in software valuation: EBITDA vs. revenue multiples How growth impacts valuation and attracts buyers Navigating deals with difficult CEOs Challenges in carve-outs from the buy-side Key differences between buy-side and sell-side M&A This episode is  sponsored by DealRoom AI. Forget spending hours reviewing diligence contracts. Automate the extraction and analysis of key information and create quick summary reports. Harness the power of Buyer-Led M&A™ with DealRoom's proven framework. Visit DealRoom.net to learn more. Episode Timestamps: 00:00 Intro 02:31 Trends in software valuation: EBITDA vs. revenue multiples 05:22 Venture capital vs. private equity mindsets 07:48 Who is lending on software deals 09:13 Convincing someone to sell their company 12:41 How growth impacts valuation and attracts buyers 15:46 How to approach your first acquisition 18:54 How to pitch a deal to Founders 22:15 Navigating deals with difficult CEOs 27:46 Challenges in carve-outs from the buy-side 31:36 Networking to find carve-out deals 35:28 Structuring optimal deals for carve-outs and founder-owned businesses 41:46 When to take on investments and build a platform 45:25 Key differences between buy-side and sell-side M&A 50:21 Surprises and lessons learned in M&A 55:09 How M&A strategies have evolved 58:25 Craziest thing in M&A

Amit Monga, Founder and CEO of SARAPOINT M&A is a minefield of uncertainties, let alone the tech space. Missteps in integration, cultural clashes, and unforeseen risks can quickly derail even the most promising deals. That's why understanding what could go wrong is critical. Dr. Amit Monga, Founder and CEO of SARAPOINT, shares lessons from the trenches to help you anticipate challenges and mitigate risks. Learn how to navigate integration, manage carve-outs, and turn M&A uncertainty into opportunity with actionable insights from a seasoned expert. Things you will learn: Key lessons from the trenches for corporate M&A success Balancing proactive and opportunistic M&A strategies Handling opportunistic deals outside core strategy Evaluating deals that don't fit the M&A thesis Maintaining control during M&A execution ******************* This episode is  sponsored by DealRoom AI. Forget spending hours reviewing diligence contracts. Automate the extraction and analysis of key information and create quick summary reports. Harness the power of Buyer-Led M&A™ with DealRoom's proven framework. Visit DealRoom.net to learn more. ******************* Episode Timestamps: 00:00 Intro 03:17 The power of an engineering background 03:48 Key lessons from the trenches for corporate M&A success 06:51 Balancing proactive and opportunistic M&A strategies 08:39 Building and managing an M&A pipeline 10:32 Handling opportunistic deals outside corporate strategy 12:35 Balancing synergies and opportunistic deals 14:54 Deciding how much to integrate a company 17:59 Evaluating deals that don't fit the M&A thesis 23:06 Planning integration based on partnerships and synergies 25:02 Becoming a buyer-led M&A organization 27:05 Working with the sell-side during M&A processes 30:46 Maintaining control during M&A execution 32:40 Balancing the M&A process management with bankers 34:48 Handling proprietary deals without an advisor 38:34 Scenario: Balancing opportunism with communication in competitive processes

Jason Lippert, CEO of LCI Industries (NYSE: LCII)   M&A integration is notoriously challenging—cultural misalignment, disengaged leaders, and high turnover often derail even the best-laid plans. How do you overcome these obstacles and ensure a seamless integration that drives long-term success? In this episode, Jason Lippert, CEO of LCI Industries, shares his proven playbook for mastering M&A integration through leadership development and cultural alignment. Things you will learn: Correlating culture metrics with financial performance  Investing in leadership development for a stronger frontline Proactive culture development for new team members Exploring AI to enhance customer service Identifying strong leadership during diligence ******************* This episode is sponsored by S&P Global. S&P Global Market Intelligence has private companies covered. Whether you're looking for your next investment or M&A target,  conducting peer comparisons, assessing counterparty credit risk, or monitoring your supply chain, S&P Capital IQ Pro's extensive private company data can give you the insights you need for a competitive edge. Uncover tangible insights on private companies by visiting spglobal.com/privatecompanydata This episode is also sponsored by DealRoom. Harness the power of Buyer-Led M&A™ with DealRoom's proven framework. Streamline your acquisitions, from sourcing to integration, for smarter, more strategic deal-making that drives growth and value. Visit DealRoom.net to learn more. ******************* Episode Timestamps: 00:00 Intro 07:37 Evolving from seller-led to buyer-led M&A strategies 10:43 Capital allocation and acquisition strategy in a public company 13:08 Defining and measuring company culture through core values 15:56 Culture as a driver of value in M&A integration 19:50 Assessing and transforming culture in M&A pre-LOI 21:45 Leveraging culture as a competitive advantage post-LOI 22:52 Building a playbook for culture and leadership integration 25:25 Fostering personal and professional growth plans for employees 33:23 Measuring success through culture and leadership metrics 37:30 Using culture to build trust and drive post-acquisition success 40:31 Correlating culture metrics with financial performance 42:14 Proactive culture development for new team members 43:53 Identifying strong leadership  

Adam Coffey, Founding Partner of The Chairman Group   Many M&A deals fail to deliver their promised value due to gaps in deal sourcing, diligence, and integration. Without a clear strategy and the right tools, even the best opportunities can turn into liabilities.    In this episode of the M&A Science Podcast, hear all the expert insights from Adam Coffey, Founding Partner at The Chairman Group, on how to source the right targets, structure deals for sustainability, and integrate acquisitions seamlessly. Get your blueprint for building an empire through strategic M&A. Things you will learn:   • How to find and close proprietary deals for business growth • Building relationships and effective outreach strategies • Structuring deals with financial levers for sustainable growth • Mastering integration and building M&A expertise through experience • Strategic exit points and the value of partnering for growth ******************* This episode is sponsored by S&P Global Market Intelligence. Find insight at every data point with the enhanced S&P Capital IQ Pro platform. It's the leading data solution for strategics and investors alike. Visit spglobal.com/proinsights.   This episode is also sponsored by DealRoom's BI Reporting tool.  DealRoom's BI Reporting tool revolutionizes M&A reporting with real-time, interactive data management. Utilize Looker BI to customize, automate, and export detailed M&A lifecycle reports, enhancing strategic decision-making. For more details, check out the DealRoom BI Reporting page.   ******************* Episode Timestamps: 00:00 Intro 04:13 How to find and close proprietary deals for business growth 10:28 Building relationships and effective outreach strategies 23:14 Structuring deals with financial levers for sustainable growth 28:34 Mastering integration and building M&A expertise through experience 35:01 Strategic exit points and the value of partnering for growth 45:20 How to perform diligence on private equity buyers as a seller 48:23 Craziest thing in M&A  

Scaling a business from good to great often feels like an uphill battle. Organic growth alone can be painfully slow, leaving you far from achieving your dream of building an empire. But how do you supercharge growth without losing control or falling into costly traps? Building an empire takes more than just passion—it requires a clear, strategic playbook.   In this episode of the M&A Science Podcast, Adam Coffey, Founding Partner of The Chairman Group, shares his proven framework for transforming businesses into empires, from meticulous buyer-led diligence to flawless integration strategies.    Things you will learn:   • The framework for building a resilient and profitable business empire • The strategic role of software in scaling M&A operations • The power of buy and build for exponential business growth • Building relationships and effective outreach strategies • Structuring deals with financial levers for sustainable growth   ******************* This episode is sponsored by S&P Global Market Intelligence. Find insight at every data point with the enhanced S&P Capital IQ Pro platform. It's the leading data solution for strategics and investors alike. Visit spglobal.com/proinsights.   This episode is also sponsored by DealRoom AI, the latest innovation from DealRoom designed specifically for M&A professionals. DealRoom AI automates the analysis and extraction of key information from due diligence documents, empowering teams to save up to 80% of their time on document analysis and focus on what really matters—closing the deal.  Ready to streamline your M&A process? Visit dealroom.net today.   ******************* 00:00 Intro 08:09 Simplifying business growth and private equity for everyone 11:48 The framework for building a resilient and profitable business empire 19:11 The strategic role of software in scaling M&A operations 24:11 Building a scalable business through smart acquisitions 30:00 The power of buy and build for exponential business growth 39:23 Strategically structuring growth and valuation for maximum exit potential  

Art Papas, CEO at Bullhorn,   Growth through M&A is about strategy, timing, and bold leadership. The stakes are high, but the rewards are transformative for those who get it right. In this episode, Art Papas, CEO of Bullhorn, shares his journey from tech founder to M&A leader, and how he turned acquisitions into engines of growth.    Things you will learn:   • The role evolution from tech lead to CEO • The case for buyer-led M&A • Leveraging customer insights to identify strategic opportunities • Balancing control and growth with private equity sponsorship • Building M&A strategies and handling private equity transitions   ******************* This episode is sponsored by S&P Global Market Intelligence. Find insight at every data point with the enhanced S&P Capital IQ Pro platform. It's the leading data solution for strategics and investors alike. Visit spglobal.com/proinsights.   This episode is also sponsored by DealRoom AI, the latest innovation from DealRoom designed specifically for M&A professionals. DealRoom AI automates the analysis and extraction of key information from due diligence documents, empowering teams to save up to 80% of their time on document analysis and focus on what really matters—closing the deal.  Ready to streamline your M&A process? Visit dealroom.net today.   ******************* Episode Timestamps 00:00 Intro 06:29 The role evolution from tech lead to CEO 10:21 Lessons in Discipline and Growth 16:27 The case for buyer-led M&A - We were buyer-led 20:30 Leveraging customer insights to identify strategic opportunities 25:27 Balancing control and growth with private equity sponsorship 31:30 Building M&A strategies and handling private equity transitions 32:31 The right way to integrate acquired businesses 40:22 Ensuring smooth M&A integration through detailed planning 43:48 Integration and risk planning post-LOI 46:07 Best practices for handling overlapping products in M&A 49:53 First M&A deal with Vista 54:14 Evaluating deal timing and product-market fit early 55:32 Staying close to core competencies in M&A 58:55 Expanding internationally with organic growth and M&A 1:00:43 Building relationships in early M&A conversations 1:02:14 Craziest thing in M&A  

Avinash Patel, Partner at PJT Partners (NYSE: PJT) ‍ Investment bankers aren't always seen as trusted advisors; some see them as deal-pushers, prioritizing fees over friendships. The skepticism is fair, but many miss the point of what they actually bring to the table.  ‍ In this episode of the M&A Science Podcast, Avinash Patel, Partner at PJT Partners, offers an insider's view on what investment bankers really do in M&A, from guiding strategic vision to wielding influence in complex transactions.   Things you will learn: ‍ • Why investment bankers face a reputation challenge • Building influence and shaping strategy through relationship investment • Working with public vs. private companies as an investment banker • Evaluating the right private equity partner • Finding the right advisory partnership   ******************* This episode is sponsored by S&P Global. S&P Global Market Intelligence has private companies covered. Whether you're looking for your next investment or M&A target,  conducting peer comparisons, assessing counterparty credit risk, or monitoring your supply chain, S&P Capital IQ Pro's extensive private company data can give you the insights you need for a competitive edge. Uncover tangible insights on private companies by visiting spglobal.com/privatecompanydata   This episode is also sponsored by DealRoom AI, the latest innovation from DealRoom designed specifically for M&A professionals. DealRoom AI automates the analysis and extraction of key information from due diligence documents, empowering teams to save up to 80% of their time on document analysis and focus on what really matters—closing the deal.  Ready to streamline your M&A process? Visit dealroom.net today.   ******************* 00:00 Intro 08:37 Why investment bankers face a reputation challenge 13:29 The role of investment bankers 17:21 Building influence and shaping strategy through relationship investment 21:36 Tailor advice and introductions for big-company impact 23:31 Example of companies turning strategic advice into growth 30:08 Working with public vs. private companies 32:21 Role play: Scaling through organic growth and strategic acquisitions 44:19 Leveraging investment bankers to identify strategic carve-out opportunities 48:29 Building selective PE relationships for carve-out deals 50:54 Evaluating the right private equity partner - willing to answer 55:47 The importance of buyer-led M&A integration planning 1:06:29 Finding the right advisory partnership 1:08:18 Craziest thing in M&A  

Avinash Patel, Partner at PJT Partners (NYSE: PJT) ‍ Investment bankers aren't always seen as trusted advisors; some see them as deal-pushers, prioritizing fees over friendships. The skepticism is fair, but many miss the point of what they actually bring to the table.  ‍ In this episode of the M&A Science Podcast, Avinash Patel, Partner at PJT Partners, offers an insider's view on what investment bankers really do in M&A, from guiding strategic vision to wielding influence in complex transactions.   Things you will learn: ‍ • Why investment bankers face a reputation challenge • Building influence and shaping strategy through relationship investment • Working with public vs. private companies as an investment banker • Evaluating the right private equity partner • Finding the right advisory partnership   ******************* This episode is sponsored by S&P Global. S&P Global Market Intelligence has private companies covered. Whether you're looking for your next investment or M&A target,  conducting peer comparisons, assessing counterparty credit risk, or monitoring your supply chain, S&P Capital IQ Pro's extensive private company data can give you the insights you need for a competitive edge. Uncover tangible insights on private companies by visiting spglobal.com/privatecompanydata   This episode is also sponsored by DealRoom AI, the latest innovation from DealRoom designed specifically for M&A professionals. DealRoom AI automates the analysis and extraction of key information from due diligence documents, empowering teams to save up to 80% of their time on document analysis and focus on what really matters—closing the deal.  Ready to streamline your M&A process? Visit dealroom.net today.   ******************* 00:00 Intro 08:37 Why investment bankers face a reputation challenge 13:29 The role of investment bankers 17:21 Building influence and shaping strategy through relationship investment 21:36 Tailor advice and introductions for big-company impact 23:31 Example of companies turning strategic advice into growth 30:08 Working with public vs. private companies 32:21 Role play: Scaling through organic growth and strategic acquisitions 44:19 Leveraging investment bankers to identify strategic carve-out opportunities 48:29 Building selective PE relationships for carve-out deals 50:54 Evaluating the right private equity partner - willing to answer 55:47 The importance of buyer-led M&A integration planning 1:06:29 Finding the right advisory partnership 1:08:18 Craziest thing in M&A  

Yogesh Gupta, President and CEO at Progress Software   In M&A, closing the deal is just the beginning. The true measure of success comes from effective execution post-close. Mastering this phase demands transparent leadership and strategic agility—qualities that can significantly influence whether an acquisition thrives or flounders.   In this episode of the M&A Science Podcast, Yogesh Gupta, President and CEO of Progress Software, explores how clear leadership and adaptable strategies are pivotal for M&A success. He shares insights into building a strong foundation and ensuring seamless integration, even before the deal is inked.    Things you will learn:   • Crafting a clear and actionable M&A strategy • Establishing leadership and building a foundation before pursuing M&A • Strategic AI integration • Ensuring fit and managing integration risk at the LOI stage • Balancing objectivity and cultural fit in M&A decision-making   *Bonus Mini Interview: The Evolving Landscape of M&A Data with Jack Glazebrook Jack Glazebrook, VP and Head of North America Sales and Account Management for Corporates at S&P Global Market Intelligence.   Today, data is everything, and the M&A industry is no different. Professionals must learn to harness and utilize the power of technology and data to increase efficiency.   In this mini interview, Jack Glazebrook, VP and Head of North America Sales and Account Management for Corporates at S&P Global Market Intelligence, discusses the evolving landscape of M&A data and how it impacts M&A professionals.   Things you will learn:   • Embracing AI for Enhanced Efficiency • Leveraging Alternative Data Sources • Utilizing Capital IQ Pro • Accessing Private Company Data • Workflow Efficiency through Technology   ******************* This episode is sponsored by S&P Global Market Intelligence. Find insight at every data point with the enhanced S&P Capital IQ Pro platform. It's the leading data solution for strategics and investors alike. Visit spglobal.com/proinsights.   This episode is also sponsored by DealRoom AI, the latest innovation from DealRoom designed specifically for M&A professionals. DealRoom AI automates the analysis and extraction of key information from due diligence documents, empowering teams to save up to 80% of their time on document analysis and focus on what really matters—closing the deal.  Ready to streamline your M&A process? Visit dealroom.net today.   ******************* Episode Bookmarks 00:00 Intro 07:52 The reality of being a CEO in a publicly-traded company 12:29 Crafting a clear and actionable M&A strategy 15:21 Conducting diligence and understanding the business in the first 90 days 18:22 Establishing leadership and building a foundation before pursuing M&A 24:05 How the strategy evolved 25:05 Strategic AI integration 28:27 Executing successful M&A deals 30:51 Ensuring fit and managing integration risk at the LOI stage 34:26 Balancing objectivity and cultural fit in M&A decision-making 38:42 Building trust through transparency in M&A relationships 40:25 Influencing a sale by building long-term relationships 43:10 Maintaining valuation discipline in acquisition negotiations 45:31 Managing transparent employee communication 51:12 Staying agile to overcome integration challenges in M&A 54:33 Craziest thing in M&A 55:58  Bonus Interview with Jack Blazebrook: The Evolving Landscape of M&A Data W/ Jack Glazebrook  

Dr. Tianyi Jiang, CEO at AvePoint   Raising capital is only half the battle. The real challenge is fostering strong relationships with investors while ensuring your business continues to grow. It's easy to focus on securing funds, but investors look for more than just short-term returns. Without that clarity, it's harder to build lasting trust and keep things moving forward.   In this episode of the M&A Science Podcast, Dr. Tianyi Jiang, CEO at AvePoint, explains how to navigate investor relations and capital raising for sustainable growth.   Things you will learn: • Engineering discipline in M&A • Lessons in driving growth through organic and inorganic strategies  • Building a strong distribution network • Balancing primary and secondary capital • Capital advantages of going public   ******************* This episode is sponsored by S&P Global Market Intelligence. Find insight at every data point with the enhanced S&P Capital IQ Pro platform. It's the leading data solution for strategics and investors alike. Visit spglobal.com/proinsights.   This episode is also sponsored by DealRoom AI, the latest innovation from DealRoom designed specifically for M&A professionals. DealRoom AI automates the analysis and extraction of key information from due diligence documents, empowering teams to save up to 80% of their time on document analysis and focus on what really matters—closing the deal.  Ready to streamline your M&A process? Visit dealroom.net today.   ******************* Episode Bookmarks 00:00 Intro 04:53 Engineering discipline in M&A - Before even the M&A 07:08 Lessons in driving growth through organic and inorganic strategies 11:37 Building a strong distribution network 13:36 The importance of strategic capital raising for long-term growth 17:41 How to recapitalize and scale without losing control 20:30 Structuring a recap 22:11 Balancing primary and secondary capital 24:32 Maintaining control and avoiding founder dilution 28:42 Maximizing returns while retaining control 30:14 How going public challenges companies to maintain discipline and long-term focus 34:20 Capital advantages of going public 36:46 Structuring acquisitions and aligning acquirer and founder interests 40:20 Strategic capital allocation to drive growth 42:29 Key advice for growing, raising capital, and allocating resources 45:30 Craziest thing in M&A  

Todd Henrich, SVP Head of Corporate Development at Booking Holdings (NASDAQ: BKNG)   Today's M&A market conditions are volatile, regulatory scrutiny is high, and the pressure to find value is greater than ever. The risks of entering a deal without a firm understanding of today's market dynamics have never been more pronounced. How do you ensure your strategic acquisitions stay on course? In this episode of the M&A Science Podcast, we explore the best practices for executing strategic M&A in today's market with Todd Henrich, SVP Head of Corporate Development at Booking Holdings.   Things you will learn: • The ripple effects of regulatory overreach on M&A and investment • Shaping strategy through M&A setbacks • Using M&A as a tool, not a strategy • How global regulatory collaboration is impacting M&A activity • Key targets and red flags when building an investment thesis   ******************* This episode is sponsored by Grata. Grata is the leading platform for private market dealmaking. With innovative AI and diligence-grade data, Grata makes it easy to find and evaluate targets from the outside looking in. Win more with Grata.   This episode is also sponsored by DealRoom AI, the latest innovation from DealRoom designed specifically for M&A professionals. DealRoom AI automates the analysis and extraction of key information from due diligence documents, empowering teams to save up to 80% of their time on document analysis and focus on what really matters—closing the deal.  Ready to streamline your M&A process? Visit dealroom.net today.   ******************* Episode Timestamps 00:00 Intro 05:02 The impact of changing regulations on M&A deals 08:01 The ripple effects of regulatory overreach on M&A and investment 11:40 Shaping strategy through M&A setbacks 12:49 Using M&A as a tool, not a strategy 15:59 How global regulatory collaboration is impacting M&A activity 18:13 Adapting to regulatory rules 19:21 Ensuring strategic alignment and long-term value in M&A 22:49 Sourcing deals 23:38 The Rocketmiles acquisition success story 26:48 Key targets and red flags when building an investment thesis 30:16 The AI hype 31:38 Managing the hidden costs of M&A 36:08 The importance of an integration team in M&A success 37:39 Balancing valuation and integration costs in M&A 39:19 Other reasons deals can go awry 43:39 Key lessons in M&A: Doing deals that matter 46:59 Handling surprises in M&A deals 53:21 The importance of buyer-led M&A processes for long-term success 55:09 Craziest Thing in M&A

Charles Webb, Lead Antitrust Counsel at FedEx (NYSE: FDX)   When it comes to mergers and acquisitions, everyone loves to talk about synergies, growth, and market share. However, these enticing prospects can quickly dim if regulatory compliance risks are overlooked. While not the most glamorous aspect of M&A, compliance forms the bedrock that ensures deals are legally sound and smoothly executed.   In this episode of the M&A Science Podcast, Charles Webb, Lead Antitrust Counsel at FedEx, discusses how to manage regulatory compliance risks in M&A.   Things you will learn: • Different types of regulatory compliance risks in M&A • Applicability of antitrust framework to companies • The evolution of antitrust laws • The importance of avoiding Gun Jumping • Increased aggressiveness of antitrust regulators   ******************* This episode is sponsored by Grata. Grata is the leading platform for private market dealmaking. With innovative AI and diligence-grade data, Grata makes it easy to find and evaluate targets from the outside looking in. Win more with Grata.   This episode is also sponsored by DealRoom AI, the latest innovation from DealRoom designed specifically for M&A professionals. DealRoom AI automates the analysis and extraction of key information from due diligence documents, empowering teams to save up to 80% of their time on document analysis and focus on what really matters—closing the deal.  Ready to streamline your M&A process? Visit dealroom.net today.   ******************* Episode Timestamps 00:00 Intro 06:40 Different types of regulatory compliance risks in M&A 14:41 Applicability of antitrust framework to companies 20:47 Impact of HSR filing on the deal timeline 22:43 What does the HSR form look like? 24:56 How to land the narrative in a merger 28:25 The Origins of the Sherman Act 29:47 The Magna Carta of Free Enterprise 30:03 Fast forward 1914 30:36 Amendments and the Hart-Scott-Rodino Act 31:33 The evolution of antitrust laws 33:47 Risks during the waiting period 39:33 The importance of avoiding Gun Jumping 42:22 Best practices for internal communication during a deal 44:01 Understanding deal review risk in advance 46:11 What happens if a deal is rejected? 50:11 Increased aggressiveness of antitrust regulators 51:41 Real consequences for gun jumping 53:05 Balancing integration planning with gun jumping risks 57:43 The key to preparing for regulatory compliance 58:52 Craziest Thing in M&A  

Henry Ward, CEO and Co-founder at Carta,   M&A has become a critical tool for companies to stay competitive in today's fast-changing market. But success in acquisitions now requires more than just speed—it demands a strategic approach that aligns with long-term goals and adapts to industry shifts.   In this episode of the M&A Science Podcast, Henry Ward, CEO and Co-founder of Carta, shares his insights on how businesses can refine their M&A strategies to thrive in an evolving corporate landscape.   Things you will learn: • Building the case for actionability • How to convince founders to sell • Valuing high-growth companies • Bounded vs. unbounded acquisitions • Balancing disciplined acquisitions with opportunistic ventures   ******************* This episode is sponsored by Grata. Grata is the leading platform for private market dealmaking. With innovative AI and diligence-grade data, Grata makes it easy to find and evaluate targets from the outside looking in. Win more with Grata.   This episode is also sponsored by DealRoom AI, the latest innovation from DealRoom designed specifically for M&A professionals. DealRoom AI automates the analysis and extraction of key information from due diligence documents, empowering teams to save up to 80% of their time on document analysis and focus on what really matters—closing the deal.  Ready to streamline your M&A process? Visit dealroom.net today.   ******************* Episode Timestamps 00:00 Intro 06:30 First failed acquisition story 09:13 Lessons learned during early deals 14:06 Building the case for actionability 16:31 Convincing founders to sell 26:06 Valuing high-growth companies 28:26 Bridging valuation gaps 31:48 Acquihires and product tuck-ins 35:39 Bounded vs. unbounded acquisitions 40:40 Lessons from unbounded M&A deals 44:22 Strategic capital allocation 46:33 Evaluating pipelines and allocating resources 48:10 How to make successful Corp Dev team and CEO relationships 50:25 Integration expectations from stakeholders 53:31 Thoughts on international expansion 56:02 Craziest thing in M&A

Camilo Franco, Director of M&A Integration and Operations and Matt Arsenault, VP of Corporate Development & Strategic Alliances at Jamf (NASDAQ: JAMF)   Too often in M&A, diligence and integration operate in separate lanes. Diligence focuses on uncovering risks, while integration is left scrambling to make everything fit once the ink is dry. It's a classic case of working in silos, and it's leaving value on the table. But there's a way to break down those barriers from the start.   In this episode of the M&A Science Podcast, Matt Arsenault, VP of Corporate Development & Strategic Alliances at Jamf, and Camilo Franco, Director of M&A Integration and Operations, show us how to transform these silos into synergy by aligning diligence and integration from day one.   In this episode, you'll learn:  • Implementing a proactive buyer-led M&A strategy • Synchronizing diligence and integration planning • The importance of integration-led diligence • Building and refining the integration thesis • Collaborating with sellers to shape a seamless integration plan   ******************* This episode is sponsored by Grata. Grata is the leading platform for private market dealmaking. With innovative AI and diligence-grade data, Grata makes it easy to find and evaluate targets from the outside looking in. Win more with Grata.   This episode is also sponsored by DealRoom AI, the latest innovation from DealRoom designed specifically for M&A professionals. DealRoom AI automates the analysis and extraction of key information from due diligence documents, empowering teams to save up to 80% of their time on document analysis and focus on what really matters—closing the deal.  Ready to streamline your M&A process? Visit dealroom.net today.   ******************* Episode Timestamps 00:00 Intro 04:46 Implementing a proactive buyer-led M&A strategy 06:21 Synchronizing diligence and integration planning 09:12 The importance of integration-led diligence 10:25 Early integration planning pre-LOI 13:05 Building and refining the integration thesis 15:58 Balancing due diligence and integration 19:10 Building confidence in early integration planning 21:53 Collaborating with sellers to shape a seamless integration plan 24:48 Measuring success from diligence to integration 27:44 Balancing aggressive integration goals with realistic expectations 29:59 Balancing AI hype with core business strategy in M&A pipelines 32:04 Best practices for evaluating intangible factors in an acquisition 33:52 Craziest thing in M&A

Jann Lau, Senior Director, Corporate Development at PayPal (NASDAQ: PYPL)   A well-crafted deal thesis is the cornerstone of any successful M&A transaction. It outlines the strategic rationale and anticipated value creation from the acquisition. However, a strong thesis alone isn't enough. To ensure the deal delivers on its promise, it's crucial to rigorously validate its assumptions and projections.   In this episode of the M&A Science Podcast, Jann Lau, Senior Director of Corporate Development at PayPal, shares key strategies for validating the deal thesis and mitigating risks associated with M&A.   Things you will learn:   • The importance of validating the deal thesis • The risks of rushing M&A deals without proper alignment • How to effectively validate a deal thesis • Who takes the blame in corporate development for a bad deal? • Other ways to streamline the M&A process   ******************* This episode is sponsored by Spearhead Corp Dev, a leading buy-side advisory firm. Spearhead combines traditional deal origination and advisory with advanced AI to help corporations and mid-market PE firms find and close more off-market deals with certainty. Their approach supercharges proprietary deal flow, providing a greater choice of opportunities. Elevate your deal sourcing by visiting spearheadcorpdev.com.   This episode is also sponsored by DealRoom AI, the latest innovation from DealRoom designed specifically for M&A professionals. DealRoom AI automates the analysis and extraction of key information from due diligence documents, empowering teams to save up to 80% of their time on document analysis and focus on what really matters—closing the deal.  Ready to streamline your M&A process? Visit dealroom.net today.   ******************* Episode Timestamps 00:00 Intro 04:36 The Yahoo! acquisition 09:27 The importance of validating the deal thesis 13:42 The risks of rushing M&A deals without proper alignment 16:25 How to effectively validate a deal thesis 20:55 Example on how to effectively validate a deal thesis 26:29 Risks of not validating the deal thesis 29:42 Crafting a deal thesis  33:31 Pitching the deal thesis 36:38 Integration as a deal driver 39:47 Who takes the blame in corporate development for a bad deal? 40:53 Key questions to nail down your deal thesis 42:09 Balancing gut instinct and stakeholder buy-in in M&A decisions 44:20 Lessons from deal surprises 46:13 When to walk away from a deal 48:16 Other ways to streamline the M&A process 50:34 Craziest thing in M&A  

A new Dealroom report shows that VC investment in defense-related tech is outpacing any other type of investment across NATO member states and allies.  Learn more about your ad choices. Visit podcastchoices.com/adchoices

Gregg Albert, Managing Director, Corporate Strategy M&A at Accenture (NYSE: ACN)    Companies are facing immense pressure to stay agile, seize new opportunities, and maintain a competitive advantage in today's rapidly evolving business environment. One key strategy to achieve this is portfolio rebalancing, a critical initiative that helps businesses optimize their asset mix and drive sustainable growth.    In this episode of the M&A Science Podcast, Gregg Albert, Managing Director of Corporate Strategy M&A at Accenture, discusses in-depth, what is portolio rebalancing and how it could help your company.   Things you will learn:   • The difference between an opinionated shareholder and an activist investor • Companies that attract activist investors • How to approach portfolio rebalancing • Addressing integration bottlenecks • The challenges of divestitures in portfolio rebalancing   ******************* This episode is sponsored by DealRoom AI, the latest innovation from DealRoom designed specifically for M&A professionals. DealRoom AI automates the analysis and extraction of key information from due diligence documents, empowering teams to save up to 80% of their time on document analysis and focus on what really matters—closing the deal.  Ready to streamline your M&A process? Visit dealroom.net today.   ******************* Episode Timestamps 00:00 Intro 08:57 The importance of portfolio rebalancing 11:56 The broader scope of portfolio rebalancing 14:56 Evolving perspectives on portfolio rebalancing: activist investors 16:56 The difference between an opinionated shareholder and an activist 19:11 Companies that attract activist investors 21:38 How to approach portfolio rebalancing 26:24 Key stages in M&A transactions 29:38 Addressing integration bottlenecks 32:34 The challenges of divestitures in portfolio rebalancing 35:21 Portfolio rebalancing example 39:57 How influence works in the boardroom 42:21 How to be an activist investor 44:32 Defending against shareholder activism 47:02 Audience Q&A 47:43 Characteristics of companies with a strong M&A muscle 49:31 Challenges faced by companies with a weaker M&A muscle 51:09 The importance of prioritizing capital allocation in M&A 54:40 Portfolio rebalancing in private equity-owned businesses 58:14 Carve-outs in private equity portfolios 1:00:15 Understanding wargaming in strategic planning 1:04:15 Choosing the right advisor for your business needs 1:07:35 Future trends in M&A and portfolio rebalancing 1:09:31 Advice for companies on portfolio management 1:11:46 Craziest thing in M&A  

Anson Lau, Deputy General Counsel at LONGi Solar (SHA:601012)   In M&A, it's not just about the deal—it's about who's at the table. In-house and external counsel both play key roles in a deal, bringing unique expertise and advantages. Knowing how to strategically utilize both can help you manage risks, secure favorable terms, and ensure smooth post-deal integration.   In this episode of the M&A Science Podcast, Anson Lau, Deputy General Counsel at LONGi Solar, shares how to play to the strengths of both sides to optimize your M&A approach.   Things you will learn from this episode:   Balancing in-house and external legal roles Mindset differences in in-house vs. external counsel Tactical vs. strategic roles in legal counsel Risk mitigation: external vs. internal counsel  Choosing the right external counsel for M&A deals   ******************* This episode is sponsored by DealRoom AI, the latest innovation from DealRoom designed specifically for M&A professionals. DealRoom AI automates the analysis and extraction of key information from due diligence documents, empowering teams to save up to 80% of their time on document analysis and focus on what really matters—closing the deal.  Ready to streamline your M&A process? Visit dealroom.net today.   ******************* Episode Timestamps 00:00 Intro 06:15 Balancing in-house and external legal roles 08:59 The intensity of external legal work 10:06 Mindset differences in in-house vs. external counsel 12:56 Tactical vs. strategic roles in legal counsel 15:54 Understanding negotiation perspectives 20:56 Risk mitigation: external vs. internal counsel 23:47 Cross-functional collaboration in risk mitigation 28:19 Assessing law firm culture 29:34 Best and worst-case scenario of M&A deals 36:15 Choosing the right external counsel for M&A deals 39:36 Building relationships with legal counsel for future M&A deals 42:57 Managing diligence: pre-term sheet vs. post-term sheet 45:45 Identifying red flags before signing the LOI 48:27 Collaborating with internal stakeholders pre-LOI vs post-LOI 54:46 The Impact of AI on the legal profession 58:29 Craziest thing in M&A  

Kevin Lynch, CEO and Board Member at Optiv   Beyond the boardroom battles and billion-dollar deals, mergers and acquisitions present a unique set of challenges and opportunities for CEOs. From strategic planning to post-merger integration, it takes essential skills and qualities for CEOs to excel in this high-stakes arena.   In this episode of the M&A Science podcast, Kevin Lynch, CEO and Board Member at Optiv, shares his invaluable insights on the role of a CEO and what it takes to lead a company through successful M&A endeavors.   Things you will learn from this episode:   • Balancing market share and capability in M&A decisions • Crafting a strategic integration thesis • When to communicate your vision for the acquisition • The isolation of the CEO role • Driving speed and growth with battle rhythm and clear expectations   ******************* Experience the M&A event of the year and gain actionable insights to scale your M&A practice. Register now for the Fall M&A Science Fair here.   This episode is sponsored by DealRoom. Ready to take your M&A to the next level with software made to manage each stage of the deal process? See how DealRoom can facilitate your next deal at https://dealroom.net   ******************* Episode Timestamps 00:00 Intro 06:26 Defining the CEO's role in M&A 09:49 Shaping the M&A strategy 14:26 Balancing market share and capability in M&A decisions 16:13 Navigating imperfect M&A fits 19:42 Crafting a strategic integration thesis 22:18 When to communicate your vision for the acquisition 28:01 The fundamentals of capital allocation 33:59 Managing complexities in leadership 36:47 Communicating the capital allocation approach 40:41 The isolation of the CEO role 43:10 Fostering cultural fit and addressing cultural concerns 48:04 Evaluating culture during executive conversations 51:39 Convincing companies to sell 1:00:08 Driving speed and growth with battle rhythm and clear expectations 1:03:43 Challenges and best practices in M&A 1:11:28 Craziest Thing in M&A

Sanjay Poonen, CEO & President of Cohesity   M&A isn't just about signing a deal and popping the champagne. Every CEO knows the entire process is a minefield of cultural clashes, integration headaches, and occasional unexpected challenges that could blow up your strategy. But while M&A can be a high-stakes game, it's also one that can be mastered with the right playbook.    In this episode of the M&A Science Podcast, we're diving into key strategies CEOs should consider to ensure M&A success, featuring Sanjay Poonen, CEO & President of Cohesity.   Things you will learn in this episode:   • The CEO's approach to M&A integration • Key considerations in sourcing deals • Best practices for managing large-scale acquisitions • The impact of market timing on acquisition strategy   ******************* Experience the M&A event of the year and gain actionable insights to scale your M&A practice. Register now for the Fall M&A Science Fair here.   This episode is sponsored by DealRoom. Ready to take your M&A to the next level with software made to manage each stage of the deal process? See how DealRoom can facilitate your next deal at https://dealroom.net   ******************* Episode Timestamps 00:00 Intro 04:06 Exploring high-impact M&A deals 05:33 Shaping the M&A strategy 07:16 Expanding and innovating through acquisitions 11:18 The CEO's approach to M&A integration 20:08 Key considerations in sourcing deals 25:25 Cultivating cultural alignment 29:42 Convincing companies to do an M&A deal 36:51 Maintaining key relationships 38:36 Best practices for managing large-scale acquisitions 40:38 Strategic considerations for a global expansion 41:37 The right timing for announcing deals  43:35 The impact of market timing on acquisition strategy 44:53 Advice for CEOs on preparing for a successful IPO position 46:47 Craziest thing in M&A

Court Carruthers, President and CEO at TricorBraun   Cultural integration is the often overlooked key to long-term M&A success. It's about creating a shared identity, values, and purpose that unites employees from different backgrounds. When done right, it can transform a merger from a transactional event into a strategic partnership.   In this episode of the M&A Science Podcast, Court Carruthers, President and CEO at TricorBraun, shares his insights on how to successfully integrate two cultures and build a stronger, unified organization.   Things you will learn in the episode:   • The importance of cultural integration in M&A • The role of culture in M&A and business strategy • Approaching cultural diligence • Identifying culture fit in an auction • Best practices for M&A integration   *******************   This episode is also sponsored by DealRoom. Ready to take your M&A to the next level with software made to manage each stage of the deal process? See how DealRoom can facilitate your next deal at https://dealroom.net   ******************* Episode Timestamps 00:00 Intro 03:53 The importance of cultural integration in M&A 05:18 Academic research on cultural integration in M&A 07:32 The role of culture in M&A and business strategy 09:04 A unique M&A strategy focused on family businesses 10:23 Integration strategies for acquired businesses 14:04 Building relationships and structuring deals for long-term success 16:36 Approaching cultural diligence 18:16 Identifying culture fit in an auction 21:46 Assessing cultural fit in M&A 24:20 Walking away from a deal due to cultural differences 26:34 Red flags in cultural fit between LOI and closing 33:05 Building an organization for successful acquisitions 35:19 The importance of seamless handoffs 38:13 Keeping stakeholders comfortable during transitions 40:57 The biggest challenge in dealing with culture 43:02 Best practices for M&A integration 46:25 Working with private equity partners for long-term growth 48:54 Good vs. bad partnerships with PE Firms 50:34 Advice for corporate development practitioners 54:48 Why culture in M&A is important 55:32 Craziest thing in M&A

Thomas Le, Vice President, Corporate Development at Ziff Davis, Inc. (NASDAQ: ZD)   The M&A landscape is constantly evolving, making it difficult to predict future trends and identify new opportunities. How can companies maintain a competitive advantage? In this episode of the M&A Science Podcast, Thomas Le, Vice President of Corporate Development at Ziff Davis, Inc., shares his VC-backed strategies for unlocking new M&A strategies.   Things you will learn in this episode:   • Strategic networking for building a pipeline • The Reverse Coverage method for building a pipeline • How to craft effective cold outreach emails • Integrating the Mosaic theory into M&A strategy   *******************   This episode of the M&A Science Podcast is brought to you by Insight. In today's rapidly evolving business world, staying ahead means embracing change and leveraging technology to not just meet but exceed your strategic goals. That's where Insight comes in. Insight is a comprehensive solutions integrator that helps organizations transform technology, operations, and service delivery to future-proof the business and innovate. With a client-focused approach to delivery, they combine the power of people and technology to turn the biggest challenges into opportunities. Learn more at insight.com/leave-legacy.    *******************   This episode is also sponsored by DealRoom. Ready to take your M&A to the next level with software made to manage each stage of the deal process? See how DealRoom can facilitate your next deal at https://dealroom.net   ******************* Episode Timestamps 00:00 Intro 05:40 Venture capital experience in M&A 13:18 Strategic networking for building a pipeline 18:31 Making an effective initial outreach 19:21 How to craft effective cold outreach emails 23:24 Assessing product market fit 29:01 Strategic thinking and culture fit 32:41 Unlocking new M&A strategies 36:02 Leveraging bankers in M&A deals 38:07 Applying the Mosaic theory to M&A due diligence 47:31 Embedding M&A into corporate culture 48:50 Transitioning from public equities and venture capital to M&A 1:07:04 Craziest thing in M&A  

Karen Williams, Vice President of Corporate Development at Progress Achieving exponential growth through M&A requires more than signing agreements. It's about balancing cultures, systems, and people. In this episode of the M&A Science Podcast, Karen Williams, Vice President of Corporate Development at Progress, provides a roadmap for a balanced M&A integration.   Things you will also learn from this episode: • Side effects of a forceful integration • Information crucial to Integration planning • Measuring integration success • Biggest challenges when executing an integration • What is vendor rationalization?   ****************** This episode of the M&A Science Podcast is brought to you by Insight. In today's rapidly evolving business world, staying ahead means embracing change and leveraging technology to not just meet but exceed your strategic goals. That's where Insight comes in. Insight is a comprehensive solutions integrator that helps organizations transform technology, operations, and service delivery to future-proof the business and innovate. With a client-focused approach to delivery, they combine the power of people and technology to turn the biggest challenges into opportunities. Learn more at insight.com/leave-legacy.  *******************  This episode is also sponsored by DealRoom. Ready to take your M&A to the next level with software made to manage each stage of the deal process? See how DealRoom can facilitate your next deal at https://dealroom.net ****************** Episode Timestamps 00:00 Intro 08:07 Importance of balanced integration 09:41 Side effects of a forceful integration 13:16 When to involve the integration lead 17:12 Information crucial to Integration planning 20:06 Integration lead's role during diligence 21:35 Balancing integration execution 26:27 Working with the seller 29:22 Realization versus timeline 32:42 What makes integration successful 35:42 Tips for effective communication 41:49 Creating and refining M&A Playbooks 43:18 Ensuring a positive employee experience 52:32 Measuring integration success 55:26 Biggest challenges when executing an integration 58:09 What is vendor rationalization 1:01:21 Craziest thing in M&A  

השבוע היה לי הכבוד לארח את אבי אייל מ-Entrée Capital. Entrée Capital היא קרן הון סיכון גלובלית שהוקמה בשנת 2010. עם משרדי מטה בתל אביב, ישראל, ועוד משרדים בלונדון וניו יורק, החברה מנהלת למעלה מ-1.25 מיליארד דולר בתשע קרנות. Entrée Capital משקיעה במגוון רחב של תחומים בינהם AI, דאטה, Deep Tech, פינטק, סייבר, SaaS ועוד, ותומכת בסטארטאפים חדשניים משלבי pre-seed ועד שלבי צמיחה. פורטפוליו החברה הרחב כולל מעל 180 חברות בולטות, כגון Deliveroo, Coupang, Riskified ,monday.com, Rapyd, Talon Cyber, Coupang, HiBob, Gusto, Breezometer, Glovo, BlueWhite Robotics, Stripe, NVision, Stash, Mesh Payments, Perimeter81 and PillPack. חברות הפורטפוליו של Entrée Capital מגיעות לשווי כולל של מעל 335 מיליארד דולר ופועלות בשווקים גלובליים מגוונים כולל ארה"ב, בריטניה, אירופה, ישראל, אוסטרליה, אפריקה, הודו, ואיחוד האמירויות הערביות. Entrée Capital הצליחה להביא ליותר מ-33 אקזיטים והנפקות ציבוריות, עם הנפקות משמעותיות בשנת 2021, כולל Deliveroo, Cazoo, Coupang, Riskified ו-monday.com. עם 18 חברות יוניקורן בפורטפוליו, החברה מוכרת בזכות השפעתה המשמעותית והמנהיגות שלה בעולם הון הסיכון. הקרן דורגה כקרן הרביעית הבולטת ביותר באירופה על ידי Dealroom.co, הקרן הפעילה ביותר בישראל על פי IVC, ומייסד החברה, אבי אייל, נבחר להיות המשקיע המוביל באירופה ובמזרח התיכון ברשימת Forbes Midas Europe 2024.   (*) ללינקדאין שלי: https://www.linkedin.com/in/guykatsovich/ (*) לאינסטגרם שלי: https://www.instagram.com/guykatsovich/ (*) עקבו אחרינו ב"עוד פודקאסט לסטארטאפים" וקבלו פרק מדי שבוע: ספוטיפיי:https://open.spotify.com/show/0dTqS27ynvNmMnA5x4ObKQ אפל פודקאסט:https://podcasts.apple.com/podcast/id1252035397 גוגל פודקאסט:https://bit.ly/3rTldwq עוד פודקאסט - האתר שלנו:https://omny.fm/shows/odpodcast ה-RSS פיד שלנו:https://www.omnycontent.com/.../f059ccb3-e0c5.../podcast.rssSee omnystudio.com/listener for privacy information.

Successful M&A is more than just closing deals. To drive growth and achieve strategic goals, companies must have a deep understanding of the process and a clear strategy. Strategic acquisitions are key to unlocking growth, innovation, and market expansion.    In this episode of the M&A Science Podcast, Fred Heller, VP of Nuance, Corporate Development and Integration at Microsoft, shares his experience on how to transform a company through strategic acquisitions.    Things you will also learn from this episode: • Doing transformative deals as a public company • Saving money on deals • The hardest thing to negotiate in a strategic deal • Transformative AI acquisitions    ****************** This episode of the M&A Science Podcast is brought to you by Insight. In today's rapidly evolving business world, staying ahead means embracing change and leveraging technology to not just meet but exceed your strategic goals. That's where Insight comes in. Insight is a comprehensive solutions integrator that helps organizations transform technology, operations, and service delivery to future-proof the business and innovate. With a client-focused approach to delivery, they combine the power of people and technology to turn the biggest challenges into opportunities. Learn more at insight.com/leave-legacy.  *******************  This episode is also sponsored by DealRoom. Ready to take your M&A to the next level with software made to manage each stage of the deal process? See how DealRoom can facilitate your next deal at https://dealroom.net ****************** Episode Timestamps 00:00 Intro 06:55 Business transformation through acquisition 11:51 Strategy behind the transformation 14:49 Doing transformative deals as a public company 17:53 Changes in market position 23:04 Divestitures 25:46 M&A experience 29:49 Knowledge vs Intuition 31:29 Importance of relationships in M&A 34:25 Saving money on deals 37:20 The hardest thing to negotiate in a strategic deal 44:02 Bad M&A story 48:04 Microsoft deal 52:59 Transformative AI acquisitions 57:04 Challenges during transformation period 58:13 Craziest Thing in M&A  

Tom Hearn, VP, Architecture at Insight   In the world of M&A, understanding and managing technical debt is crucial for seamless technology integration.    In this episode of the M&A Science Podcast, we'll explore the concept of technical debt, its impact on IT infrastructure, and strategies for better integration with Tom Hearn, VP, Architecture at Insight.   Things you will learn in this episode: • Technology Integration • AI and machine learning • ERP migration • Synergy assumptions • Working with Insight ****************** This episode is sponsored by DealRoom. Ready to take your M&A to the next level with software made to manage each stage of the deal process? See how DealRoom can facilitate your next deal at https://dealroom.net ****************** Episode Timestamps 00:00 Intro 04:06 Approaching technical and security integration 10:54 Technology Integration 17:17 AI and machine learning 21:00 ERP migration 25:19 Synergy assumptions 35:25 Working with Insight 37:00 Due diligence 40:05 Managing costs 46:29 Return on investment 49:18 Craziest Thing in M&A

Pablo von Siebenthal, Global Head of M&A at Swissport   The global landscape offers exciting growth opportunities that make business expansion a strategic move. M&A can be a powerful tool for this, but global deals often come with cultural complexities and regulatory intricacies that require a strategic approach.   In this episode of the M&A Science Podcast, Pablo von Siebenthal, Global Head of M&A at Swissport, talks about how to handle global M&A.   Things you will also learn from this episode: • Challenges of executing global deals • Managing cultural differences in global M&A • Overcoming cultural misunderstandings • Playbook - Building cross-cultural relationships • How to manage coordination between work streams Join the M&A Science 2 Million Downloads Virtual Meet & Greet here: https://hubs.ly/Q02Gnk1d0   This episode is sponsored by DealRoom. Ready to take your M&A to the next level with software made to manage each stage of the deal process? See how DealRoom can facilitate your next deal at https://dealroom.net ****************** Episode Timestamps 00:00 Intro 05:32 From M&A Advisory to Corporate Development 07:04 Executing M&A in the public environment vs private 08:47 Challenges of executing global M&A deals 13:39 Managing cultural differences in global M&A deals 17:58 Negotiation challenges in the Middle East 20:17 Cultural nuances in Asian M&A deals 26:53 Cultural differences in European M&A 29:58 Handling internal cultural differences 32:13 Negotiating cross-border M&A deals 33:17 Overcoming cultural misunderstandings 37:11 Building global relationships for pipeline 45:59 Other tips for building cross-cultural relationships 48:38 How to manage coordination between global work streams 52:52 Keeping M&A teams aligned on priorities 57:37 Crafting irresistible offers in M&A deals 59:16 Craziest thing in M&A

Wolfgang Schenk, VP of M&A at Belden   Opportunistic M&A can lead to bad acquisitions that don't align with the company's overall strategic goals. This creates a disjointed portfolio and integration challenges that could cause massive value leaks.    In this episode of the M&A Science Podcast, Wolfgang Schenk, VP of M&A at Belden, discusses the art of executing programmatic M&A to increase chances of M&A success.   Things you will learn in this episode: • Benefits of programmatic M&A • Required team for programmatic M&A • Collaborating with the M&A team • Transitioning to programmatic M&A • Achieving team alignment   This episode is sponsored by DealRoom. Ready to take your M&A to the next level with software made to manage each stage of the deal process? See how DealRoom can facilitate your next deal at https://dealroom.net ****************** Episode Timestamps 00:00 Intro 05:57 Programmatic M&A 10:32 Benefits of programmatic M&A 12:39 Formulating the strategy 15:32 Challenging the strategy 16:24 Required team for programmatic M&A 18:37 Collaborating with the M&A team 24:02 Transitioning to programmatic M&A 26:08 Achieving team alignment 28:23 Success metrics in programmatic M&A 31:32 Pitching deals to executive 32:23 The hardest part of doing programmatic M&A 33:18 AI in M&A 40:45 Craziest thing in M&A

Tobias Gwisdalla, Head of Group M&A at GEA Group (ETR: G1A) Transformative M&A is becoming increasingly critical in today's business landscape, especially for industries facing significant regulatory and market pressures.  In this episode of the M&A Science Podcast, we will discuss how to execute transformative M&A to change business models, featuring Tobias Gwisdalla, Head of Group M&A at GEA Group.   Things you will learn in this episode: • Transformative M&A • Employee unions • Biggest challenges in transformative M&A • Success metrics • Transforming business models   This episode is sponsored by the DealRoom. Ready to take your M&A to the next level with software made to manage each stage of the deal process? See how DealRoom can facilitate your next deal at https://dealroom.net    ****************** Episode Timestamps 00:00 Intro 04:20 Transformative M&A 05:00 Governance 05:52 A story of a transformative deal 11:38 Employee unions - germany per history 17:36 Supervisory board 20:35 Biggest challenges in transformative M&A 25:59 Success metrics 28:50 Internal rate of return 35:05 Complexities of deals in Germany 40:48 Transforming business models 43:06 Promoting change as a shareholder 45:01 Craziest thing in M&A

M&A processes can vary from country to country, making cross-border deals extremely challenging. Understanding the cultural differences is crucial for a smooth transaction.  In this episode of the M&A Science Podcast, we focus on how to do M&A deals in Germany, featuring Frank Tepper-Sawicki, Partner, Corporate M&A, Private Equity, and Venture Capital at Dentons.  Things you will learn: • How dealmaking is different in Germany • Structuring Deals in Germany • Letter of Intent in Germany • Prioritizations during deals in Germany • Regulatory issues in Germany   This episode is sponsored by the DealRoom Ready to take your M&A to the next level with software made to manage each stage of the deal process? See how DealRoom can facilitate your next deal at https://dealroom.net ****************** Episode Timestamps 00:00 Intro 03:49 How dealmaking is different in Germany 05:48 Private Equity Emerging in Germany 07:47 Structuring Deals in Germany 16:33 Letter of Intent in Germany 22:11 Prioritizations during deals in Germany 24:59 Transparency in Germany 26:17 Regulatory issues in Germany 28:17 Laying off people in Germany 30:15 Biggest risk when doing deals in Germany 32:43 M&A culture in Germany 35:00 Dealing with people from Germany 37:28 M&A process in Germany 39:18 Craziest thing in M&A  

Steve Lucas, CEO of Boomi The technology industry is currently experiencing significant growth, particularly with the emergence of artificial intelligence. This trend has not only attracted significant investments but has also intensified the competition among tech companies striving to lead the market. This has made the tech space a prime area for M&A. Boomi is one of those companies who have recently made a significant move via acquisitions. In this episode of the M&A Science Podcast, we will discuss how to source deals in the tech space with Steve Lucas, CEO of Boomi.   Things you will learn: • Approach on strategy • Acquiring capabilities • Deal sourcing in M&A • Building relationships • Negotiations during M&A This episode is sponsored by the DealRoom. Ready to take your M&A to the next level with software made to manage each stage of the deal process? See how DealRoom can facilitate your next deal at https://dealroom.net  ****************** Episode Timestamps 00:00 Intro 10:16 Boomi's approach on strategy 16:32 Acquiring capabilities 18:55 Deal sourcing in M&A 22:12 Building relationships 25:45 Convincing someone to sell their business 30:51 Example of pitch 32:31 Negotiations during M&A 36:08 Tips on negotiating 38:45 M&A at Boomi 41:43 Making integration successful 47:26 AI in M&A 52:44 Boomi's future 45:26 Craziest thing in M&A

Steve Lucas, CEO of Boomi The technology industry is currently experiencing significant growth, particularly with the emergence of artificial intelligence. This trend has not only attracted significant investments but has also intensified the competition among tech companies striving to lead the market. This has made the tech space a prime area for M&A. Boomi is one of those companies who have recently made a significant move via acquisitions. In this episode of the M&A Science Podcast, we will discuss how to source deals in the tech space with Steve Lucas, CEO of Boomi.   Things you will learn: • Approach on strategy • Acquiring capabilities • Deal sourcing in M&A • Building relationships • Negotiations during M&A This episode is sponsored by the DealRoom. Ready to take your M&A to the next level with software made to manage each stage of the deal process? See how DealRoom can facilitate your next deal at https://dealroom.net  ****************** Episode Timestamps 00:00 Intro 10:16 Boomi's approach on strategy 16:32 Acquiring capabilities 18:55 Deal sourcing in M&A 22:12 Building relationships 25:45 Convincing someone to sell their business 30:51 Example of pitch 32:31 Negotiations during M&A 36:08 Tips on negotiating 38:45 M&A at Boomi 41:43 Making integration successful 47:26 AI in M&A 52:44 Boomi's future 45:26 Craziest thing in M&A

Jeremy Segal, Executive Vice President Corporate Development at Progress (NASDAQ: PRGS) When it comes to M&A, time is of the essence. As a buyer, it's best to identify whether to pursue the deal or not as soon as possible, to avoid wasting money and time. Also, if the seller is a good target company, procrastinating could lead to more competition.  In this episode of the M&A Science Podcast, Jeremy Segal, Executive Vice President Corporate Development at Progress, shares their strategy on how to close deals in 30 days. Things you will learn: Initial conversations with the target company Price negotiations Preliminary due diligence list Deal specific adjustments Confirmatory due diligence  This episode is sponsored by the DealRoom. Ready to take your M&A to the next level with software made to manage each stage of the deal process? See how DealRoom can facilitate your next deal at https://dealroom.net    

Steven Freidkin, CEO and Founder of Ntiva, Inc. and Christopher Vollmond-Carstens, Chief M&A Officer at Ntiva, Inc.  In a highly fragmented industry, roll-ups are a great growth strategy. But integrating multiple entities can be difficult, especially if you don't have a proven framework. Ntiva has been successful in its M&A strategy and has completed 15 acquisitions as of today.  In this episode of the M&A Science Podcast, Steven Freidkin, CEO and Founder of Ntiva, Inc. and Christopher Vollmond-Carstens, Chief M&A Officer at Ntiva, Inc., share their strategy on how to execute the roll-up strategy in the tech industry.  Things you will learn: • Creating value using a roll-up strategy • Evaluating a target company • Importance of recurring revenue • Red flags pre-LOI • Biggest advice for first-timers This episode is sponsored by the DealRoom. Ready to take your M&A to the next level with software made to manage each stage of the deal process? See how DealRoom can facilitate your next deal at https://dealroom.net ****************** Episode Bookmarks 00:00 Intro 08:04 Creating value using roll-up strategy 12:38 Pitching to private equity 18:32 Evaluating a target company 22:30 Importance of recurring revenue 23:35 Customer Concentration 26:42 Challenges of doing roll-ups 30:36 Mismanaging M&A 37:52 Deal Sourcing 43:46 Red flags pre-LOI 46:53 Deal structure on roll-ups 51:52 Biggest advice for first-timers 52:46 Craziest thing in M&A  

Ivan Golubic, CFO | Corporate Development M&A at FastLap Group Roll ups are a great strategy for highly fragmented industries. It allows the platform company to increase its size, capabilities, and market presence through the acquisition and integration of other businesses. However, it can be challenging without a proper framework.  In this episode of the M&A Science Podcast, Ivan Golubic, CFO, Corporate Development M&A at FastLap Group, shares his experience on how to start executing roll up strategy in M&A from scratch.  Things you will learn: • Setting up the roll up strategy • Valuation on roll up strategy • Building the operating strategy • Dealing with capital providers • Biggest lessons learned doing roll up strategy This episode is sponsored by the DealRoom. Ready to take your M&A to the next level with software made to manage each stage of the deal process? See how DealRoom can facilitate your next deal at https://dealroom.net ****************** Episode Bookmarks 00:00 Intro 03:01 Transitioning from Corporate Development to CFO  07:39 Setting up the roll up strategy 12:26 Importance of industry expertise 14:10 Proactive approach to expanding industry expertise 16:11 Valuation on roll up strategy 22:10 Building the operating strategy 24:54 Dealing with capital providers 28:37 Building your pipeline 30:45 Pitching to the PE firm 35:48 Explaining your M&A process to investors 38:46 Building your M&A team 40:42 Monitoring Cost 42:05Success metrics 49:25 Utilizing Technology 50:45 Importance of a unified platform 52:58 Biggest lessons learned doing roll up strategy 56:39 Future trends in the roll up space 57:33 Craziest thing in M&A