Podcasts about global m

  • 79PODCASTS
  • 108EPISODES
  • 22mAVG DURATION
  • 1EPISODE EVERY OTHER WEEK
  • Apr 21, 2025LATEST

POPULARITY

20172018201920202021202220232024


Best podcasts about global m

Latest podcast episodes about global m

Hariçten Sanat
Hong Kong Museum Summit 2025

Hariçten Sanat

Play Episode Listen Later Apr 21, 2025 28:37


Hong Kong'taki Museum Summit 2025 - Global Müzecilik Zirvesi ve müzelere dair değerlendirmelere yer veriyoruz. 

M&A Science
How to Build a Global M&A Machine with Local Expertise Part 2

M&A Science

Play Episode Listen Later Apr 14, 2025 40:35


Sindre Talleraas Holen, Head of M&A at Visma In Part 2 of this global M&A masterclass, Sindre Holen pulls back the curtain on Visma's deal execution strategy, valuation methodology, and post-close philosophy. Visma has quietly become one of the most disciplined and prolific acquirers in Europe and LATAM. How? Through extreme clarity on what they buy, why they buy it, and how they operate post-close. Sindre and Kison dig into the nuance of buying software companies in different geographies, how Visma thinks about valuation (hint: rule of 40—and sometimes 50—matters), and why the company chooses to “onboard” rather than “integrate.” This episode is a candid, behind-the-scenes look at how to structure deals, manage cultural differences, and stay true to a scalable M&A playbook. Things you will learn:   How Visma sets valuation ranges across different growth brackets and geographies Rule of 40 vs. Rule of 50 and how it impacts multiples Why Visma prefers local advisors over centralized consultants in new markets Inside Visma's onboarding vs. integration philosophy _______________ What is the Buyer-Led M&A™ Virtual Summit Only two weeks left to register! This half-day event brings together corporate development leaders and M&A experts to explore Buyer-Led M&A™, showing how you can take control of every stage of the deal. Register Now: DealRoom.net/Summit ________ Learn why you Shouldn't use Excel for Dilligence  If you're bouncing between Excel trackers, email threads, shared drives, and separate VDR, you're not alone-but you are wasting time. Join us for 20 minutes of practical ways to save hours, stay on track, and move deals forward faster. Join us live and see the difference. Register Now ________ Bookmarks [00:00:00] – Recap and Starting Part 2: Risk Awareness in Global M&A [00:01:30] – Analysis Paralysis: Knowing When to Say Yes or No [00:04:30] – Visma's Scalable Diligence Function & Internal Capabilities [00:06:00] – Tapping Freelancers, Ex-Corp Dev Talent for First-Time Deals [00:07:30] – The Strategic Spectrum: PE Mindset vs. Strategic Buyer [00:09:00] – Visma's “Onboarding,” Not “Integration” Philosophy [00:11:00] – Building Long-Term Founder Relationships Post-Close [00:13:00] – Standardization: Reporting, Tech, and Cybersecurity Rigor [00:14:30] – The Rule of 40... or 50? And Why It Matters [00:20:00] – Earnouts: Bridging Price Expectations Through Growth [00:28:30] – Closing Over 90% of LOIs: Visma's High Deal Certainty [00:30:00] – What to Do Before Entering a New Geography [00:33:30] – Leveraging Local Advisors, Bankers & Cultural Guides [00:39:30] – Visma's Expansion Into Latin America via Accidental Entry [00:41:00] – Why LATAM is Surprisingly Ahead in SaaS & Regulation [00:43:00] – The Role of Humility and Trust in Global Expansion [00:46:30] – Trends in SaaS M&A: Consolidators, Rollups & Capital Influx [00:49:00] – Craziest M&A Deal Toy: A Stuffed Eagle  

M&A Science
How to Build a Global M&A Machine with Sindre Talleraas Holen Part 1

M&A Science

Play Episode Listen Later Apr 10, 2025 46:51


Sindre Talleraas Holen, Head of M&A at Visma In Part 1 of this two-part episode, Kison sits down with Sindre from Visma, one of Europe's most active acquirers in the B2B SaaS space. With over 350+ acquisitions under its belt and a stronghold across Europe and Latin America, Visma has cracked the code for scaling globally while maintaining local authenticity. Sindre shares how Visma transformed its M&A function from a two-man team to a global machine spanning 20 M&A professionals—and 16,000 employees acting as an extended sourcing engine. He walks through Visma's origin story rooted in M&A, how a bold cold email launched his own career, and the foundational philosophies behind Visma's buyer-led approach to deal execution. Think You'll Learn: The surprising power of a cold email—and how it helped launch Visma's M&A team Why Visma prioritizes local presence and cultural nuance in M&A sourcing and negotiation How internal alignment and operational champions drive deal success The three golden rules for successful M&A at Visma _______________ What is the Buyer-Led M&A™ Virtual Summit Only two weeks left to register! This half-day event brings together corporate development leaders and M&A experts to explore Buyer-Led M&A™, showing how you can take control of every stage of the deal. Register Now: DealRoom.net/Summit ________ Learn why you Shouldn't use Excel for Dilligence  If you're bouncing between Excel trackers, email threads, shared drives, and separate VDR, you're not alone-but you are wasting time. Join us for 20 minutes of practical ways to save hours, stay on track, and move deals forward faster. Join us live and see the difference. Register Now ________ Episode Timestamps: [00:00:00] – Introduction to the Guest & Visma's M&A History [00:03:30] – The €100M Sale That Funded Visma's Acquisition Journey [00:05:00] – Sindre's Bold Cold Email That Launched His M&A Career [00:09:00] – The Three Pillars of Visma's M&A Approach [00:10:00] – Aligning Deals with Equity Story & Internal Champions [00:12:00] – Why M&A Is Always Local: Cultural & Regional Nuances [00:16:00] – Building a Global M&A Team Embedded in Each Region [00:17:30] – Trust and Cultural Dynamics in Deal-Making [00:20:00] – Evolving from Seller-Led to Buyer-Led M&A Strategy [00:21:30] – Proactive Deal Sourcing and Filtering Inbound Leads [00:27:00] – Building Trust with Local Sellers & Country-by-Country Differences [00:29:30] – Rapid Acquisitions vs. Long-Term Relationship Deals [00:31:00] – Case Example: 13-Year Dialogue Before Acquisition [00:35:00] – Country-Specific Negotiation Dynamics & Deal Structures [00:38:00] – Advice for First-Time International Buyer

Radiomundo 1170 AM
La Hora Global - México: ¿Un vecino incómodo? Con Mariana Aparicio y Austreberto Martínez

Radiomundo 1170 AM

Play Episode Listen Later Mar 11, 2025 50:41


Desde el paralelo 35, los entretelones de la realidad internacional. Conducción de Gustavo Calvo. Participan: Leo Harari y Ricardo Barboza.

The Global Marketing Show
Global Medical Device Research - Show #143

The Global Marketing Show

Play Episode Listen Later Feb 26, 2025 31:16


Maria Shepherd is the founder and CEO of Medi-Vantage, which helps companies develop disruptive medical devices and marketing strategies. Every strategy is designed to decrease risk, disrupt existing markets, and drive market share while improving patient outcomes. With clients from Japan, Australia, several EU countries, and the United States, Medi-Vantage has developed a comprehensive approach to global market entry, with services encompassing everything from developing engineering marketing specifications to conducting clinical due diligence for acquisitions.  As a guest on The Global Marketing Show, a Rapport International podcast, Maria shares her best advice from over 16 years of medical device strategy research, covering the commercialization continuum from marketing specifications through reimbursement, pricing strategy, and go-to-market planning. She also provides a roadmap for bringing medical devices to global markets: careful research and strategic pricing built upon a deep understanding of local healthcare systems.  The Complexities of Global Medical Device Pricing  Maria reports that thanks to increased transparency in the digital age, the days of setting different prices for different regions are essentially over. When a medical device is sold at a significantly lower cost in India, for instance, in the US, Germany, France, or Japan, economic buyers can easily access that information.  Transparency has forced companies to develop more sophisticated approaches to market entry in different regions. Some strategies include providing complementary capital equipment with the purchase of disposables or the implementation of subscription models. These approaches must be carefully considered, however, as some markets (like US hospitals) are known to resist certain pricing models. The key is finding a balance across different healthcare systems while maintaining profitability and market access.  Medi-Vantage develops budget impact models to help companies determine pricing and demonstrate value. Maria describes a recent project involving a device to help OB-GYNs make more informed decisions about C-sections. The model factored in:  Current C-section rates (36% in the US versus 24% globally)  Hospital costs associated with C-sections  Potential complications and ICU stays  Impact on mothers and babies  NICU costs  Associated litigation risks  Long-term implications like cerebral palsy  A comprehensive analysis quantifies immediate and long-term cost savings, making it easier for healthcare providers to justify the investment. Such models are particularly valuable when introducing disruptive technologies that require changes to established medical practices, Maria says, adding that:  We quantified all of those and put them into the budgetary impact model because, oftentimes, nobody really sees an alternative to C-section. They don't sit down and figure out, what if we didn't have to do this C-section? Then there are the costs to the mother, of complications, death, extreme impairment, or long hospitalization.  Clinical Due Diligence in Global M&A  Medi-Vantage also conducts clinical due diligence for medical technology companies considering acquisitions. Maria says it's not unusual for a surface-level appeal to fall short of reality, describing a rare instance in which she resisted an acquisition. A new technology promised to reduce a procedure requiring two in-hospital procedures to one hospital procedure plus one office visit, a clear win for efficiency and cost reduction.  During the due diligence process, however, the Medi-Vantage team uncovered significant resistance from both physicians and hospital administrators. The physicians were concerned about losing control of the second procedure to another specialist; hospital administrators worried about lost revenue. The feedback proved invaluable to their client's decision-making process, highlighting the importance of understanding local healthcare dynamics and stakeholder interests.  Advice for Global Market Entry  Medical device companies seeking global expansion face a complex web of challenges that extend far beyond basic market research. Standing out in a competitive market requires working with consultants who have deep expertise in specific medical specialties, she says, and a network of partners who understand both the clinical and business aspects of the device industry.  “It's important to seek out the people who can do the best for you, who understand the medical device specialty,” be it interventional cardiology or gastroenterology, regulatory requirements, translation, or another aspect. This targeted approach helps to prioritize the steps toward market acceptance based on unique workflows and decision-making processes.  The complexity extends beyond clinical knowledge. Market entry strategies must also account for local healthcare systems, reimbursement structures, and regulatory frameworks. “It's not easy,” Maria acknowledges. “You take into account what the reimbursement rates are, what types of insurance plans are available. There are many different factors, but what you want to be sure of is that you've got guardrails in place.”  Communication presents another critical challenge. Even with her own French language skills, Maria insists on working with specialized medical translators for international research. “I would never interview somebody in French and rely on my own French speaking skills,” she says. “I want to be sure that I get every single little nugget.” This attention to detail is particularly important in medical device marketing, where misunderstandings about product specifications or usage could have serious consequences.  While AI translation tools can be helpful for basic understanding, Maria stresses the importance of human expertise in medical translation, particularly for critical communications and research. High-quality translation from subject matter experts should be used for anything affecting revenue, liability, or the company's bottom line. For translation, interpreting, and research, for example, Maria looks for linguists who understand medical terminology in both source and target languages.  Maria's experience in North Africa crystallized for her the importance of understanding local market conditions. Learning the Arabic word “makesh” (meaning “there isn't any”) taught her that assumptions about product availability and market needs don't translate across borders. “In the United States, you can get almost anything, but that's not true in the rest of the world,” she observes. “Makesh is almost the standard.” This insight underscores why thorough market research conducted by experts who understand both the medical specialty and local healthcare environment is essential for successful global expansion.  For companies planning international expansion, Maria recommends a methodical approach:  Find consultants with relevant medical specialty expertise  Ensure all research and communication is handled by qualified professionals with appropriate language and clinical knowledge  Develop market entry strategies that account for local healthcare systems and cultural nuances  While COVID-19 accelerated many changes, Maria notes that these shifts were already underway. Industry leaders like Medtronic and Boston Scientific have evolved beyond traditional multinational models to become truly global organizations with unified branding, marketing, and communication strategies. The path forward is both challenging and clear, she says, adding that success will require moving beyond surface-level market research toward a deep and nuanced understanding of local healthcare dynamics, especially when “makesh is the standard.”  Links: Website: https://www.medi-vantage.com/  LinkedIn: https://www.linkedin.com/in/mariashepherd/ 

What's up, Corporate Finance?
SPOTLIGHT #53: M&A-Geschäft: Wird 2025 endlich alles wieder besser?

What's up, Corporate Finance?

Play Episode Listen Later Feb 25, 2025 8:13


2023 war hart für den M&A-Markt. Und 2024 blieb die erwartete Belebung des Geschäfts aus. Das ergibt der aktuelle Global M&A Report 2025 von Bain & Company. Kai Grass, Partner und Leiter der Praxisgruppe Mergers & Acquisitions in der EMEA-Region bei Bain & Company, diskutiert in diesem Spotlight, welche Entwicklung 2025 bringen könnte. Geht es endlich aufwärts?

Management Today's Leadership Lessons
The future of Tesla under Musk and predictions of an M&A upswing

Management Today's Leadership Lessons

Play Episode Listen Later Feb 13, 2025 9:36


In this week's episode of The Debrief, MT's editorial team discusses whether Elon Musk is jeopardising the Tesla brand and what's in store for the M&A market in 2025.It's official: the richest man on the planet is now the United States' – and possibly the world's – most powerful unelected bureaucrat. Twenty twenty-four was a key year in the ongoing metamorphosis of Elon Musk, as he threw his support behind Donald Trump and embraced populist politicians around the globe, while courting controversy at (nearly) every turn. But what does this all mean for the businesses he controls? We put Tesla sales under the spotlight and bring you some expert views on what the future holds for the EV maker.Is the M&A market poised for an upturn? Bain & Company certainly thinks so. Its latest Global M&A Report explains why it has hopes for a rebound, and how businesses can set themselves up to harness positive momentum in the market. What's for certain is that any good news couldn't come soon enough, after last year saw deal value reach a historically low level as a percentage of global GDP, according to Bain. We bring you its reasons to be optimistic. Links: https://www.managementtoday.co.uk/elon-musk-jeopardising-tesla-brand/leadership-lessons/article/1905320https://www.managementtoday.co.uk/m-a-market-poised-comeback-2025-headwinds-ease/indepth/article/1905223Credits:Presenters: Éilis Cronin and Antonia Garrett PeelProducer: Inga MarsdenArtwork: David Robinson Hosted on Acast. See acast.com/privacy for more information.

Noticentro
El AICM es reconocido como el Aeropuerto Global más Puntual en 2024

Noticentro

Play Episode Listen Later Feb 12, 2025 1:16


Avanza en comisiones la reforma a la Ley del Infonavit Realizan operativo contra casas clandestinas en el parque el Veladero EU libera a experto ruso en criptomonedas 

Noticentro
Declaran emergencia preventiva migratoria en Tijuana

Noticentro

Play Episode Listen Later Jan 18, 2025 1:17


Ante el regreso de Donald Trump, Chiapas se prepara para atender saturación migratoria  Asesinan al subdirector de Global México en Teoloyucan, Edomex  Rescatan a cientos de personas varadas por tormenta de nieve en Argelia  Más información en nuestro podcast

The Best of the Money Show
Surge in global M&A anticipated in 2025 but heavy lifting may still be required

The Best of the Money Show

Play Episode Listen Later Jan 15, 2025 5:23


Stephen Grootes speaks to Patrick Leyden, Partner at Herbert Smith Freehills about the global M&A market's 2024 performance and the outlook for 2025, as detailed in Herbert Smith Freehills' report, "Gaining Altitude".See omnystudio.com/listener for privacy information.

The POWER Business Show
Global M&A surge anticipated in 2025, but heavy lifting may be required - report

The POWER Business Show

Play Episode Listen Later Jan 15, 2025 10:40


Nosipho Radebe speaks to Patrick Leyden, Partner at Herbert Smith FreehillsSee omnystudio.com/listener for privacy information.

Strategic Alternatives
2025 Global M&A Outlook: Confidence meets caution

Strategic Alternatives

Play Episode Listen Later Dec 6, 2024 32:56


Lighter regulation under the next U.S. administration may make dealmaking simpler, at least in some sectors, but how will M&A be affected by Trump's other plans? In this episode of Strategic Alternatives, Ben Mandell, Global Head of M&A, is joined by RBC Capital Markets' M&A experts from across the globe to analyze how the change of regime and other factors will influence transactions in 2025.

Gabelli Radio
2025 Outlook for Global M&A

Gabelli Radio

Play Episode Listen Later Dec 3, 2024 2:03


Chris Matthiessen (VP, Analyst) discusses how the outcome of the US Presidential Election has impacted expectations for the merger and acquisition environment after Trump takes office. To learn more about Gabelli Funds' fundamental, research-driven approach to investing, visit https://m.gabelli.com/gtv_cu or email invest@gabelli.com. Connect with Gabelli Funds: • Twitter - https://twitter.com/InvestGabelli • Instagram - https://www.instagram.com/investgabelli/ • Facebook - https://www.facebook.com/InvestGabelli • LinkedIn - https://www.linkedin.com/company/investgabelli/ http://www.Gabelli.com Invest with Us 1-800-GABELLI (800-422-3554)

Radiomundo 1170 AM
La Hora Global - México y el nuevo desorden mundial, con la Dra. Mariana Aparicio

Radiomundo 1170 AM

Play Episode Listen Later Dec 3, 2024 49:11


En pocos meses, la nación mexicana ha sufrido una serie de cambios en su percepción de su lugar en el mundo. El primer día de octubre de 2024, Claudia Sheinbaum Pardo, una política y científica de 62 años sucedía a Andrés Manuel López Obrador. El quinto día de noviembre, Donald Trump coronaba su campaña electoral en EE.UU. con un triunfo que dejaba pocas dudas sobre las políticas a seguir en el futuro. Entre las más inmediatas y relevantes, están las relacionadas con su vecino del Sur: México. En poco más de 30 días los mexicanos vivieron estos eventos como parte de su experiencia cotidiana. Una nueva presidente (primera mujer en su historia) y su vecino del norte (aquel que le produce resfriados apenas estornuda) efectuando un cambio de timón importante. Ella rápidamente reconoce el triunfo de Trump y se muestra activa en la reunión del G20, dos claros cambios de estilo referente a AMLO. Con Mariana Aparicio (Dra. en Ciencias Sociales por FLACSO MÉXICO), analizamos sus opciones.

Meet the Mentor with Dr. Bill Dorfman
Rajiv Shukla, Chairman of Carmell Corporation

Meet the Mentor with Dr. Bill Dorfman

Play Episode Listen Later Nov 12, 2024 21:05


Dive into the world of bio-aesthetics with Dr. Bill Dorfman and Chairman of Carmell Corporation, Rajiv Shukla Raj Shu on this episode of Meet the Mentor, Discover Carmel Corporation's innovative approach to skincare as Rajiv Shukla shares insights from his illustrious career, spanning leadership roles in major healthcare companies like Pfizer and Morgan Stanley. Explore how Carmell is revolutionizing skincare by using biological proteins instead of chemicals for a more natural rejuvenation process. ABOUT THE GUEST Rajiv Shukla is Chairman of Carmell Corporation, a revolutionary bio-aesthetics company. Over his 20+ year career, he has served as CEO of 4 public companies, and as Director on the boards of 14 companies. He has led 3 Nasdaq IPOs and multiple PIPEs that have collectively raised over $650 million in financing. He has been involved with over 45 healthcare investments and over $65 billion in M&A. Rajiv has served as Managing Director/Portfolio Manager at Morgan Stanley Investment Management, Private Equity Director at Citi Venture Capital International and led Global M&A at Pfizer's R&D division. He graduated with a Master's in Healthcare Management from Harvard University and a Bachelors in Pharmaceutics from the Indian Institute of Technology. ABOUT THE HOST Dr. Bill Dorfman is not just a famous cosmetic and general dentist, he is THE most famous cosmetic dentist world wide. Affectionately known as “America's Dentist,” Dr. Bill is widely recognized world-wide as a leading dentist who is responsible for creating smiles for many of Hollywood's brightest stars. In fact, Dr. Dorfman has become a star in his own right as the featured dentist on the hit ABC series, “Extreme Makeover,” where he performed amazing dental transformations on the show's participants as well as a recurring guest co-host on the new Emmy Winning daytime CBS talk show, “The Doctors.” In addition, Dr. Dorfman is a world-renowned lecturer & author of the best-selling cosmetic dentistry book, The Smile Guide and the NY Times bestseller Billion Dollar Smile. The innovative & accomplished doctor is also renowned in his field as an energy-brimming inventor & brilliant entrepreneur who has brought award-winning innovations to the world of dentistry. Dr. Bill Dorfman has been interviewed extensively for numerous television shows & magazines including ABC's Good Morning America, The View, Oprah, CNN's Larry King Live, NBC's The Today Show, The Tonight Show with Jay Leno, Dr. Phil, The Rachael Ray Show, Steve Harvey Show, FABLife, The Doctors, The Tyra Banks Show, Ricki Lake Show, Entertainment Tonight, MTV's The Osbournes & Newlyweds: Nick & Jessica, The Wayne Brady Show, The Sharon Osbourne Show, Living It Up! With Ali & Jack, EXTRA, Soap Talk, Access Hollywood & E! Entertainment Television. Learn more about your ad choices. Visit megaphone.fm/adchoices

Asked and Answered By Soul
How to Understand Your Exit with Natalie Roberts

Asked and Answered By Soul

Play Episode Listen Later Nov 3, 2024 15:32


On this episode of Asked and Answered by Soul, Jennifer Urezzio and Natalie Roberts, founder of iKadre, certified exit planner and global M&A executive and strategy leader in mergers and acquisitions, business consulting and talent acquisition, discuss the importance of considering what your eventual plans for your business or movement will be and how you will navigate them with grace. It's just good business to write your exit plan at the same time that you put together your business plan. Join us today as Jennifer and Natalie explain that it's a complicated process to prepare and execute your exit or transition from your business and there are many factors to examine including your desire for the continuation of your brand and legacy, the financial details involved in securing your financial well-being, making sure to communicate your wishes ahead of any potential emergency, and creating a detailed strategy as you grow your business today and protect your future for tomorrow. Linkedin: https://www.linkedin.com/in/natalie-roberts-21a6281a For three decades Natalie has worked as a Global M&A executive and strategy leader in mergers and acquisitions, talent acquisition, and business consulting at places like E&Y(20+ Years), HP (eight years) & Pearson. Now, she brings this large corporate experience to every transformation for her clients. She is passionate about helping women business owners navigate the complicated process of business transitions in a serious but straightforward way. The Asked and Answered by Soul podcast is dedicated to helping you understand that your Soul is the answer. To learn more about your soul's answers and purpose, access your free guide at www.themythsofpurpose.com. Learn more about your ad choices. Visit megaphone.fm/adchoices

El Tiempo está Cerca...
Mateo 27 y 28. Rollos Telepáticos. La Papa, alimento global. México y Nuevo Gobierno. La Deuda de USA.

El Tiempo está Cerca...

Play Episode Listen Later Oct 6, 2024 178:29


PODAST del Domingo 6 de Octubre de 2024. 1ra Hora 1. Mientras más dificultad, mayor es el premio, por Alfa y Omega. 2. Mateo Cap. 27 del 1 al 31 Jesús ante Pilato y sentenciado a muerte. 3. Rollo: ORIGEN DEL SOL TERRESTRE. 4. Rollo: ORIGEN DEL SISTEMA SOLAR. 5. APEC 2024 El 25% de la producción de papa en China tiene origen genético en Perú 2da Hora 6. El Conocimiento Alfa y Omega; la Revelación no es religion, por Alfa y Omega. 7. Mateo Cap. 27 del 32 al 66 Crucifixión y sepultura de Jesús. 8. Rollo: ORIGEN DE LA CARNE HUMANA. 9. Rollo: ORIGEN DE LOS ELEMENTOS DE LA NATURALEZA. 10. Nuevo Gobierno en México, por Eduardo Artés. 3ra Hora. 11. Los Mandamientos, por Alfa y Omega. 12. Mateo Cap. 28 La resurrección y La gran Misión. 13. Rollo: ORIGEN DE LAS BALANZAS SOLARES. 14. Rollo: PRINCIPIO DE UNIÓN ENTRE MATERIA Y ESPÍRITU. 15. La gravedad de la Deuda de USA y debilidad del dólar.

Así las cosas
Pese al rebote de las bolsas, un entorno global más complicado tendrán implicaciones en la economía mexicana

Así las cosas

Play Episode Listen Later Aug 6, 2024 7:25


M&A Science
How to Handle Global M&A

M&A Science

Play Episode Listen Later Jul 15, 2024 63:37


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

Becker Group C-Suite Reports Business of Private Equity
5 Key Insights from PwC’s Global M&A Trends in Private Capital 7-2-24

Becker Group C-Suite Reports Business of Private Equity

Play Episode Listen Later Jul 2, 2024 2:23


In this episode of the Becker Private Equity and Business Podcast, Scott Becker highlights five key takeaways from PwC’s mid-year report on global M&A trends. Discover the subdued M&A activity due to economic uncertainty, the pressure on private equity portfolio exits, the return of syndicated bank loans, persistent challenges like high interest rates and political […]

Becker Group Business Strategy 15 Minute Podcast
5 Key Insights from PwC’s Global M&A Trends in Private Capital 7-2-24

Becker Group Business Strategy 15 Minute Podcast

Play Episode Listen Later Jul 2, 2024 2:23


In this episode of the Becker Private Equity and Business Podcast, Scott Becker highlights five key takeaways from PwC’s mid-year report on global M&A trends. Discover the subdued M&A activity due to economic uncertainty, the pressure on private equity portfolio exits, the return of syndicated bank loans, persistent challenges like high interest rates and political […]

L’arbre à palabres | Deutsche Welle
L'actualité africaine en débat

L’arbre à palabres | Deutsche Welle

Play Episode Listen Later Jun 21, 2024 44:58


Au menu du débat sous l'Arbre à palabres, les principaux thèmes débattus au cours de la 17éme édition du Global Média Forum (17 et 18 juin 2024), l'uranium au Niger et les tensions entre le Niger et le Bénin.

Herbert Smith Freehills Podcasts
Talking Shop EP15: Global M&A insights for the consumer sector

Herbert Smith Freehills Podcasts

Play Episode Listen Later Jun 20, 2024 14:59


Hear from our global M&A experts Andrew Rich, Nanda Lau, Alex Kay and Frédéric Bouvet as they dive into the world of M&A in the consumer sector and discuss market characteristics, winners and losers and key deals across the Asia Pacific, UK and European markets in this exciting and ever-evolving space.

What's up, Corporate Finance?
SPOTLIGHT #24: M&A-Geschäft: neuer Aufbruch 2024 nach schwachem letztem Jahr?

What's up, Corporate Finance?

Play Episode Listen Later May 2, 2024 6:47


2023 war hart für den M&A-Markt. Das weltweite Transaktionsvolumen sank auf den niedrigsten Stand seit zehn Jahren. Das ergibt der aktuelle Global M&A Report 2024 von Bain & Company. Welche Faktoren für den Rückgang verantwortlich sind, warum Strategen weniger leiden mussten als Private-Equity-Investoren und welche Branchen stark eingebrochen sind, darüber spricht in diesem Spotlight Kai Grass, Partner und Leiter der Praxisgruppe Mergers & Acquisitions in der EMEA-Region bei Bain & Company. Und der Experte hat auch gute Nachrichten – 2024 geht es aufwärts.

Poised for Exit
192 - A Financial Advisor's Journey from Global M&A to Private Business Clients

Poised for Exit

Play Episode Listen Later Apr 25, 2024 24:46


A Financial Advisor's Journey from Global M&A to Private Business ClientsToday we had the pleasure of interviewing Jeremy Weston, a financial advisor with Edward Jones whose unique background sets him apart in the financial advisory space. Jeremy's education in Business Finance first led him to work for large manufacturing corporations, primarily as an auditor for Mergers and Acquisitions. After his skill set proved to be one that could bring people together and build relationships, his role expanded into leading M&A Integration teams. His goal then was to align the company's purpose with its financial goals. If the two are not a match, the Integration usually takes much longer, costs more and many times will fail. He found he needed more than being a short term problem solver. Fast forward, he found his niche in working with owners of privately held companies to achieve their financial dreams, and 5 years ago acquired his CEPA designation. Now as a Certified Exit Planner, Jeremy is working more closely with business owners. He's not only advising them on their wealth planning, he's also advising them directly on money management decisions. As a CEPA, he wraps in advice on how and when to exit their businesses. Jeremy's expertise in manufacturing has been especially helpful for the clients who own these types of businesses; he gets what they've been through and what they're trying to do now. His advice is sound and not just theoretical. As a family man, Jeremy spends as much time as he can with his wife and four children. He's one of Edward Jones higher level advisors and takes his advisory role very seriously. Listen to the episode here Find Jeremy here and Julie hereSupport the Show.Are you ready for your best exit? There is no time like the present to prepare. Check out these resources offered by KeyeStrategies: Business Readiness Transition online course Free Ebook download here Purchase Poised for Exit book here

Valor Compartido Podcast
Mayra Fritsche, nueva presidenta de Pacto Global México    

Valor Compartido Podcast

Play Episode Listen Later Mar 18, 2024 18:11


Entrevistamos a Mayra Fritsche que el pasado mes de febrero asumió la presidencia de la Red Mexicana del Pacto Global, organización de promoción de sostenibilidad corporativa bajo el paraguas de las Naciones Unidas. Conocemos más sobre ella y los objetivos que se ha propuesto para su recién iniciado mandato.No olvides visitar www.valor-compartido.com para tener más información sobre RSE y Sostenibilidad. Puntúa, comenta y comparte para que más oyentes descubran cómo las empresas pueden actuar a favor del desarrollo sostenible.

The Real Deal
Deal or No Deal: 2024 Market Insights From 300 Corporate and PE Dealmakers

The Real Deal

Play Episode Listen Later Mar 13, 2024 17:13


We've got an extra special episode for you. Join us as we discuss the results of the 2024 Global M&A Dealmakers Sentiment Report. In association with Mergermarket, SS&C Intralinks surveyed 300 global M&A dealmakers from 225 corporations and 75 private equity firms to see where the market is heading. From shifting dynamics in financing and regulatory to challenges and opportunities, we share insights into where dealmakers think M&A will go in the next 12 months. Dealcast is presented by Mergermarket and SS&C Intralinks.

Market Maker
The Deal Room: A deep dive into the Paramount Global M&A deal

Market Maker

Play Episode Listen Later Feb 5, 2024 36:55


Today we are taking a deep dive into the ongoing M&A saga at Paramount Global, the cable, streaming, and studio conglomerate, responsible for everything from the NFL to Top Gun.To discuss the deal, we are delighted to speak with AmplifyME Alum and Media Banking expert, Jagger Lambert, who helps us go deep into a brilliant Corporate Finance case study. In this episode of the podcast, we discuss:Who Paramount Global is – and why the founding Redstone family might well be the main influence for SuccessionWhy Paramount is struggling, analysing its position in the declining cable TV market, and its loss making entry into streamingIs Paramount up for sale? And is it worth anything?Who are the potential buyers – a deep dive into Skybird (owned by Larry Ellison's son) and Byron Allen (from the Weather Channel to a $30bn bid for Paramount!)How an acquisition might be structured in the context of a dual-class share structure and $16bn debt pile. Hosted on Acast. See acast.com/privacy for more information.

Worldwide Exchange
The Fed's Two-Day Policy Meeting, the Global M&A Landscape, and 2024 S&P 500 Price Targets 12/12/23

Worldwide Exchange

Play Episode Listen Later Dec 12, 2023 44:50


The Federal Reserve kicks off its two-day monetary policy meeting today. New York Times' Jeanna Smialek tees up the event. Plus, the global M&A landscape is under pressure amid higher rates, regulatory concerns, and fears of an economic downturn. LSEG's Matt Toole explains. And, more strategists are out with their 2024 S&P 500 price targets. Oppenheimer Asset Management's John Stoltzfus and Bleakley Financial Group's Peter Boockvar discuss.

Strategic Alternatives
A Turning Point for Big M&A Deals: Antitrust Landscape Evolves

Strategic Alternatives

Play Episode Listen Later Dec 1, 2023 18:28


Going into the next election, US regulators are more likely to double down than back off their focus on big M&A deals and they're looking most closely at consumer-facing businesses. Vito Sperduto, Head of Global M&A, sat down with Andrew Lipman, Partner at Morgan Lewis at RBC's Global Technology, Internet, Media and Telecommunications (TIMT) Conference to discuss how antitrust will continue to affect US regulation in our current environment.

97% Effective
Ep 61 - Martin Young, Managing Director at M3 Partners – Finding the Moral Center: A Wall Street Executive On Turnarounds, Leadership and his Work as a Military Chaplain

97% Effective

Play Episode Listen Later Nov 8, 2023 35:32


Learn more about Michael Wenderoth, Executive Coach: www.changwenderoth.com SHOW NOTES:Martin Young, Managing Director at M3 Partners, explains what turnaround and restructuring experts do – and how his training as a military chaplain has served him and his work on Wall Street. We discuss: thinking in terms of best interests, understanding organizational behavior through the theological concept of total depravity, how a chaplain approaches contentious situations – and the misunderstood paradigm between communication and being effective.How Martin's religious side emergedHow his theological training and military service shaped his worldview – and connect to his Wall Street jobThe US Constitution on bankruptcy and the idea of a fresh startHow Marty defines power: formal and informalThinking in terms of “the best interest” testsIs the restructuring world all about brutal cost cuts and layoffs?The two core things that turnaround professionals look atIncome Statements and Balance Sheets, Turnarounds vs RestructuringManaging constituencies who have influence & navigating egos and politics: The first thing you need to doTriangulate to the core, shed and thinking it terms of a bankruptcy paradigmThe grey areas create the most contentionLooking at organizations through the theological lense of “total depravity”Forcing a process upon people where they actually have to do things that are in their best interestHow his chaplain training helps him when advising executives and companiesGoing into contentious meetings, what Marty does to stay self-controlled, be able to listen and understand other perspectivesHow to share bad news without pissing off the CEOWhat are people's anchors?“Leadership is identifying a problem with a moral center that people can get behind and want to solve”The “Theology -> Ethics -> Leadership” progression that is sadly being lostThe basic issues we all struggle withThe misunderstood paradigm around communication and being effective BIO AND LINKS:Marty Young is a globally recognized restructuring, turnaround, performance improvement and investment banking professional and executive with over 25 years of financial and operational experience in addressing over 75 special situation investments. He is a Managing Director at M-3 Partners, a top Wall Street boutique restructuring advisory and investment firm, serves on the Advisory Board of the School of Industrial and Systems Engineering of Georgia Tech, and has held executive roles with Noragh Analytics, Young Broadcasting, Best Textiles and most recently as CEO of Buckle, an innovative insurance company that serves the shared economy. Marty has been globally recognized by the Turnaround Management Association, Turnaround and Workouts, and the Global M&A Network, including being named one of the Top 100 Restructuring Professionals. Marty is a West Point graduate and served as an Officer in the U.S. Army Infantry, earned an MBA from the NYU Stern School of Business and an MS in Operations Research from Georgia Tech, and trained at Gordon Conwell Theological Seminary, from which he holds a Masters of Divinity, Masters of Theology (Biblical Theology), and Doctorate of Ministry in Workplace Theology, Ethics and Leadership. Marty serves as a Chaplain in the Delaware National and is a graduate of the US Army Command and General Staff College. Linkedin: https://www.linkedin.com/in/martinsyoung/M3 Partners: https://m3-partners.comBuckle: https://www.buckleup.comMichael's Book, Get Promoted: https://tinyurl.com/453txk74

Herbert Smith Freehills Podcasts
#FDIFriday EP1: The UK National Security and Investment regime: practical insights for investors

Herbert Smith Freehills Podcasts

Play Episode Listen Later Sep 15, 2023 28:31


In this first episode in the FDI Friday series Veronica Roberts (Partner), Gavin Davies (Partner) and Ruth Allen (Professional Support Lawyer) discuss practical insights into the operation of the UK's National Security and Investment (NSI) regime, drawing on their experience of regularly dealing with the Investment Security Unit (ISU) and providing evidence to the ongoing Parliamentary Inquiry into information sharing by the ISU. Speakers: Veronica Roberts, Partner, Competition and Foreign Direct Investment, Gavin Davies, Partner, Global M&A, Ruth Allen, Professional Support Lawyer, Competition and Foreign Direct Investment

Herbert Smith Freehills Podcasts
Talking Shop EP9: M&A Landscape in the Consumer Sector – a focus on UK and Europe

Herbert Smith Freehills Podcasts

Play Episode Listen Later Sep 7, 2023 15:35


Susan Black and Alex Kay explore the dynamic landscape of M&A in the consumer sector in UK and Europe. What enduring trends and forces are shaping this landscape and how can deal-makers navigate through this ever-evolving environment? For more on what to expect in 2023 and beyond on the M&A front, read our Global M&A Outlook https://www.herbertsmithfreehills.com/latest-thinking/global-ma-outlook-2023-consumer-2022-was-a-challenging-year-compared-to-2021 Speakers: Susan Black, Partner and Alex Kay, Partner

Pathfinders in Biopharma
Healthcare Should Get Ready for ‘Fast and Furious' M&A

Pathfinders in Biopharma

Play Episode Listen Later Jun 8, 2023 26:06


Hear from Vito Sperduto, RBC's Co-Head of Global M&A, and his panel of RBC Capital Markets' expert bankers on how large healthcare firms with strong balance sheets are putting cash to work — driving a ‘fast and furious' surge of M&A activity in the second half of the year and into 2024. Learn why healthcare momentum is building and how smaller deals are shaping M&A across the sector in the latest episode of Pathfinders in Biopharma. This podcast also features insights from Andrew ‘Cal' Callaway, Global Head of Healthcare Investment Banking, Ahmed Attia, Managing Director of Healthcare M&A, and Co-Head of US M&A, David Levin. This podcast episode was originally broadcast on Strategic Alternatives, the RBC M&A podcast.

The new shape of work
People are central to success in M&A deals

The new shape of work

Play Episode Listen Later Jun 8, 2023 22:39


In this episode Jeff Black, Mercer's Global M&A Advisory Leader, shares how organizations need to understand the talent they have and ensure they have people, with the right skills and in the right roles, to make an M&A deal move forward effectively. Website: https://bit.ly/2XAZ7pp

Pathfinders in Biopharma
Innovation and Growth: Key Ingredients to Healthcare M&A

Pathfinders in Biopharma

Play Episode Listen Later Jun 7, 2023 24:18


Compressed valuations, heightened CEO confidence, and the desire to accelerate top-line growth and scale innovation are the key factors driving healthcare M&A in 2023. As deal activity starts to accelerate, our banking experts are asking, what's next for the sector? Listen to Pathfinders in Biopharma to find out. This episode features insights from Vito Sperduto, Co-Head of Global M&A, Andrew ‘Cal' Callaway, Global Head of Healthcare Investment Banking, Ahmed Attia, Managing Director of Healthcare M&A, and David Levin, Co-Head of US M&A at RBC Capital Markets. This episode was originally broadcast on Strategic Alternatives, the RBC M&A podcast.

Gerente de Impacto
Gerente de Impacto - Episodio 44, María Joaquina Martínez

Gerente de Impacto

Play Episode Listen Later May 4, 2023 28:12


María Joaquina Martínez Barrios es Gerente de Producto en el área comercial de la empresa MultiMoney en Costa Rica, y es la Valedictorian del Global Máster in Business Administration 2020 de INCAE Business School. En este episodio, María conversó con la profesora Andrea Prado acerca del liderazgo transformador de los programas de administración de empresas de INCAE, así como de los retos y experiencias que vivió durante su maestría para convertirse en una profesional que busca generar impacto positivo en su trabajo y comunidad.El podcast Gerente de Impacto es dirigido por la Prof. Andrea Prado y producido por la Cátedra Strachan de INCAE Business School. Busque nuevos episodios el primer miércoles del mes.

Herbert Smith Freehills Podcasts
Talking Shop: EP1 – M&A outlook for the consumer sector in Asia and Australia

Herbert Smith Freehills Podcasts

Play Episode Listen Later May 3, 2023 20:55


Aoife Xuereb, Nanda Lau and Andrew Rich discuss the outlook for M&A activity in Asia and Australia in the consumer sector, in light of the significant global macro-economic headwinds. They note that, despite those headwinds, M&A markets remain very much ‘open for business'. They also discuss how many consumer companies are looking to use M&A to reposition themselves through carving out companies, divisions and brands that are either no longer core or underperforming. They note that private capital firms with cash to deploy and trade buyers with strong balance sheets remain as keen as ever to acquire strong brands with stable cash flows. For more on what to expect in 2023 and beyond on the M&A front, read our Global M&A Outlook: https://www.herbertsmithfreehills.com/latest-thinking/global-ma-outlook-2023-consumer-2022-was-a-challenging-year-compared-to-2021

Charged Up Studio Podcast
Mental Wealth! with Sherry James, PMP | Season 4 - Episode #8

Charged Up Studio Podcast

Play Episode Listen Later Apr 12, 2023 50:10


Charged Up Studio's guest for this week is a Keynote Speaker, Television Host and Producer, Servant Leader, and Survivor. Sherry James' life's purpose is to leave people better than they were before she met them. This week's podcast is all about building mental wealth by and through life-defining moments. Join us as we explore strategies and tips for developing positive mental attitudes, cultivating meaningful relationships, and creating lasting memories that will define your life! Sherry shares that the experiences that she has gained in Global M&A, digital transformation, and Organizational Change Management projects have made her a better leader of people, with the proven ability to lead diverse and dynamic teams. As the CEO of Phoenix Speaks, Inc she has built a platform where she helps those struggling with the upkeep of their mental health by showing them the positive side of life's defining moments. They learn to live with purpose, develop self-awareness, and set themselves up for success by utilizing their life experiences and challenges to soar to new heights in life, career, and business! https://www.linkedin.com/in/sjamespmp/ https://www.sherryjamespmp.com sjamespmp@outlook.com 469-454-3038  Learn more about your ad choices. Visit megaphone.fm/adchoices

Herbert Smith Freehills Podcasts
INside Asia M&A - EP5: 2023 Asia M&A trends and market activity so far

Herbert Smith Freehills Podcasts

Play Episode Listen Later Mar 30, 2023 21:20


In 2021, we saw record deal values of over USD$4.2 trillion in global M&A activity. However the global deal values had a 33% decline in the second half of 2022 compared to the first half.The market downturn in M&A conditions was also reflected in Asia, although the region as a whole held up relatively better activity-wise than most others. A question of whether 2022 was just a temporary setback for Asia M&A arises, together with how optimistic are we for 2023 given the resilience of the region. Irina Atkentjeva, our host, together with our M&A partners Tommy Tong and Joseph Fisher will explore the above in this episode. They will also talk about which sectors will drive activity in the region in their view, what other sectors may catch up, deal structures and terms we expect to see and how are M&A activity levels in 2023 so far. For more thoughts and insights on the global M&A market for 2023, read our Global M&A report 2023 – Headwinds, Tailwinds and Fog: https://insights.hsf.com/global-ma-outlook-2023/p/1

Into the Breach
Episode 25: A Broader View: How Transactional Risk Insurance Revolutionized Risk Allocation

Into the Breach

Play Episode Listen Later Mar 28, 2023 35:40


In a more philosophical episode, Bryan and Gena are joined by world renowned tax expert Harry Ballan, Managing Director, Global M&A Group, Alliant Insurance Services, for a wide-ranging discussion of how transactional risk insurance fits into the broader history of risk allocation between parties. Topics discussed include: • How Harry's background as a PhD recipient, university professor, and then his “second-career” as a long-time tax partner at Davis Polk collectively helped prepare him for his broker role at Alliant • How transactional risk insurance compares to other means to allocate risk throughout history • Why the transactional risk insurance marketplace illustrates the binary and non-binary nature of risk • The role that litigation insurance can play in risk management and decision-making • Discussion of one of Harry's favorite tax pupils who has a special connection to the podcast

The Real Deal
Global M&A Themes From 2022 and Outlook for 2023

The Real Deal

Play Episode Listen Later Jan 27, 2023 14:16


Today, we're looking at global mergers and acquisitions (M&A) dealmaking trends of 2022 and how 2023 will shape up in the next 12 months. Joining us is Lucinda Guthrie, the executive editor of M&A and ECM for ION Analytics. “We're likely to see lower multiples,” Lucinda predicts. “Valuations are going to come down a bit, and I think a lot of people are going to be more cautious about what they're buying.” Listen to learn about: • How 2022 dealmaking compared to the previous year • Regional M&A trends and standout deals in the past 12 months • The private equity (PE) deal environment • Overall expectations for M&A in 2023 • How PE firms will approach deals in 2023 • Trends to watch: ESG, different deal structures to match cash flows with valuations, more comprehensive due diligence and regulatory scrutiny Dealcast is presented by Mergermarket and SS&C Intralinks. Dealmakers, download the Q1 2023 SS&C Intralinks Deal Flow Predictor here.

The Real Deal
Future Trends in the Global M&A Market

The Real Deal

Play Episode Listen Later Oct 21, 2022 12:31


Today, we're joined by Ken Bisconti, co-head of SS&C Intralinks, who provides an exclusive preview of the SS&C Intralinks Deal Flow Predictor for Q4 2022. The Deal Flow Predictor forecasts mergers and acquisitions (M&A) volume up to six months in advance of the market announcement. Through Intralinks' insights into thousands of deals that come across our global desks annually, Intralinks has an early view of most M&A deals that are coming to market. We utilize that proprietary data to forecast anticipated volume, as will be announced by Refinitiv. Our proprietary insight into this deal flow gives us a view into global activity and anticipated volume six months before deal announcement, as six months is the average time for due diligence on our platform and before market announcement of those transactions. Listen, and you'll learn about: Review of M&A activity for the first three quarters of the year Data-driven M&A global market prediction for Q4 2022 Six-month regional outlook for Asia Pacific, Europe, the Middle East and Africa, North America and Latin America Trends and opportunities Dealcast is presented by Mergermarket and SS&C Intralkinks. Hello, dealmaker! Sign up for our monthly INsights newsletter here for must-read market analysis and thought leadership, delivered right to your inbox.

Bloomberg Businessweek
May Jobs Report, Crypto, and a Look at M&A

Bloomberg Businessweek

Play Episode Listen Later Jun 3, 2022 26:54 Very Popular


Susan Arthur, CareerBuilder CEO, gives her take on the May jobs report and CareerBuilder's employment trends survey. Chris Blum, Head of Leveraged Finance for the Americas at BNP Paribas, talks Global M&A. Ben Armstrong, Founder of BitBoy Crypto, discusses the state of cryptocurrency investing and volatility. And we Drive to the Close with Jonathan Waite, Fund Manager and Senior Equity Analyst at Frost Investment Advisors. Hosted by Carol Massar and Tim Stenovec. Producer: Sara Livezey See omnystudio.com/listener for privacy information.

M&A Masters
Rewind: James Darnell | Unlocking the Potential of Successful Family-Owned Businesses

M&A Masters

Play Episode Listen Later Apr 20, 2022 28:50


Global M&A volumes hit a record in 2021 and that pace is expected to continue as we head into the second quarter of 2022. Family-owned businesses continue to be front and center in many of these deals, which is why I wanted to rewind my episode with James Darnell for my listeners today. I sincerely believe that there is a huge marketplace of companies in the lower middle market that need help. James is the Managing Partner of KLH Capital, a private equity firm that focuses on serving family and founder-owned, lower middle-market companies throughout the United States. M&A Source recognized KLH Capital as the Private Equity Firm of The Year in 2021. At KLH Capital, they are all about added growth and value and helping teams reach new levels of success. Listen to the rewind of this episode to learn: Why KLH Capital is focused on businesses at the intersection of realizing their value and reaching for growth Why overcoming the fear of technology is the secret to unlocking the potential of the family owned or entrepreneurial led business The key to creating partnerships that preserve a company's legacy The number 1 reason they use rep and warranty policies in virtually every deal And more

Business RadioX ® Network
Steve Greene With FLEETCOR

Business RadioX ® Network

Play Episode Listen Later Apr 7, 2022


Steve Greene is Executive Vice President of corporate development and Strategy for FLEETCOR. Steve is responsible for Global M&A activities and heads up the company's corporate strategy function. He joined FLEETCOR in 2009. Before his current role, Steve was managing director of epyx, FLEETCOR's fleet software business based in the UK, and then president of […]

Atlanta Business Radio
Steve Greene With FLEETCOR

Atlanta Business Radio

Play Episode Listen Later Apr 7, 2022


Steve Greene is Executive Vice President of corporate development and Strategy for FLEETCOR. Steve is responsible for Global M&A activities and heads up the company's corporate strategy function. He joined FLEETCOR in 2009. Before his current role, Steve was managing director of epyx, FLEETCOR's fleet software business based in the UK, and then president of […] The post Steve Greene With FLEETCOR appeared first on Business RadioX ®.

C.O.B. Tuesday
"The ESG Report Just Got Merged Into The 10-K" Featuring Travis Wofford and Scott Janoe, Baker Botts & Dan Romito, PEP

C.O.B. Tuesday

Play Episode Listen Later Mar 30, 2022 66:42


Today we took on the challenge of unpacking the SEC's proposed climate disclosure rules and their potential implications. To help us do so, we had a panel of experienced leaders in the space join for a lively discussion that we hope will provide clarity and understanding. Our panel today includes Travis Wofford, Chair of the Corporate Department in Houston and Vice Chair of the Global M&A Practice and Scott Janoe, Chair of the Environmental, Safety & Incident Response Section from Baker Botts, and Dan Romito, Consulting Partner with Pickering Energy Partners.The framework of our discussion included an overview of the proposed requirements and background on the buildup to the SEC's new proposals, the key SEC players involved (with some particular focus on the dissenting view from Commissioner Peirce), the likelihood of the proposed rules becoming final, what the disclosures would cost and the potential liabilities for public companies, the potential unintended consequences of these new regulations, whether the SEC should be the governing body addressing these disclosures, implications for small to large companies, the importance of materiality, and the "climate industrial complex," just to hit a few. We greatly appreciate Travis, Scott, and Dan sharing their perspectives and are hopeful these proposed SEC changes can be improved before they are ultimately implemented.For further reading, Baker Botts has published a thought leadership piece. Statements are also available from SEC Chair Gary Gensler, Commissioner Allison Herren Lee, Commissioner Hester Peirce, and Commissioner Caroline Crenshaw.Mike Bradley kicked us off with a look at equity and commodity performance for the week, noting US natural gas and Euro natural gas and commodity curves for natural gas vs. WTI crude oil. Colin Fenton helped us all make sense of the complex inflation situation with the Fed and talked about the recent inversion of the yield curve and how to interpret it.

Delivering the Deal
Getting culture right is critical for M&A success

Delivering the Deal

Play Episode Listen Later Nov 5, 2021 10:48


In this episode of Delivering the Deal, Mercer's Carly McCoy interviews Brent Heslop, Global M&A Business Transformation Leader at Mercer, to talk about the critical importance of culture related to deal success. For more details: https://www.mercer.com/M&A-Insights

Know Who Drives Return
Okapi's Bruce Goldfarb on Activism, the Rise of Retail, AMC, and SPACs

Know Who Drives Return

Play Episode Play 37 sec Highlight Listen Later Oct 11, 2021 36:27 Transcription Available


Bruce Goldfarb, CEO and Founder of Okapi Partners joins David Drapkin on the Know Who Drives Return podcast. Bruce goes deep on what he's seeing in recent proxy seasons, contested M&A, SPACs, AMC, and whether retail investors are good for the markets.Discussion DetailsWho is Okapi Partners?Themes of the current proxy seasonContested M&A situationsGetting SPAC deals passed, and retail investor baseRetail, reddit, and the individual investor dynamicAMC, Adam Aron and new retail strategyAre retail investors good for the markets?Director selection in activist situationsBruce Goldfarb BiographyBruce Goldfarb is Founder, President and Chief Executive Officer of Okapi Partners. He works closely with a wide range of clients including corporations, mutual funds, activist investors and shareholder groups as well as private equity sponsors and hedge funds, in solicitation and investor response campaigns. He focuses on proxy solicitation strategy, execution for mergers and acquisitions, proxy fights and other extraordinary transactions.Prior to establishing Okapi Partners, Bruce was the Senior Managing Director and General Counsel of Georgeson Inc. (now a subsidiary of Computershare Limited), where he headed the Global M&A Advisory Group.Before entering the proxy solicitation business, Bruce was a Senior Vice President of the investment management firm, Scudder, Stevens & Clark, now a part of Deutsche Bank's Asset Management unit. He joined Scudder as a member of the Legal Department where he concentrated on transactions, including those involving mergers and acquisitions, international matters, alternative investment vehicles, off-shore funds and closed-end funds. Bruce also served as an executive officer of various closed-end funds advised by Scudder. He was the Chairman of Scudder's Proxy Review Committee and served as the point person for the Scudder Funds proxy solicitation effort relating to the acquisition of Scudder by Zurich Financial Services Group.Bruce began his career as an attorney at Cravath, Swaine & Moore, where he worked for more than six years, specializing in corporate law, mergers and acquisitions, securities transactions and international matters.Bruce holds a J.D. from the Columbia University School of Law. He also earned a B.A. in the History of Art from the University of Pennsylvania concurrently with a B.S. Economics with a concentration in Finance, from the Wharton School.