Podcasts about kison

Scott Clawson, CEO of Culligan International Scott Clawson turned Culligan from a legacy water treatment business into a $3.3 billion global platform operating in over 50 countries—powered by a programmatic M&A engine that has executed 300+ acquisitions. In this episode, he sits down with Kison to share exactly how that machine works. From beachside inspiration to building a decentralized deal engine, Scott walks us through his journey scaling Culligan's strategy with support from capital partners like Advent and BDT MSD. He breaks down how to structure pipeline teams, create incentive systems that align corporate and local interests, and keep integration from becoming a bottleneck. If you want a real-world blueprint for high-volume, globally scaled M&A that doesn't break the business—this episode delivers. Things you will learn: How to build and scale a decentralized M&A engine across geographies The critical role of strategic focus, pipeline ownership, and integration playbooks Why cultural alignment and seller trust drive long-term M&A success What to look for when choosing a private equity partner—and how they can unlock growth ________________________ Sponsored by DealRoom—where M&A chaos meets its match. Still stuck in spreadsheet hell? DealRoom helps corporate development teams take control—streamlining diligence, syncing integration, and eliminating the back-and-forth.

Marc Bell, CEO of Marc Bell Capital Marc Bell has taken 17 companies public, rebuilt distressed businesses, and invested across industries most wouldn't dare touch. In this follow-up to Part 1, he's back with sharp insights on what it really takes to run high-stakes deals—and survive them. Marc and Kison cover everything from building a rock-solid diligence process to choosing between private equity and private credit. They get tactical about capital allocation strategy, reflect on the mistakes that shaped Marc's approach today, and unpack how to lead during downturns—when optimism fades and character shows. This episode is a masterclass in M&A realism. Whether you're planning your first minority recap or running a mature corp dev team, you'll walk away with fresh perspective—and a few war stories that'll stick with you. Things you will learn: The tradeoffs between debt and equity—and when to choose either Why the wrong private equity partner can cost more than capital How to lead through setbacks and build people-first organizations   ________________________ Sponsored by DealRoom—where M&A chaos meets its match. Still stuck in spreadsheet hell? DealRoom helps corporate development teams take control—streamlining diligence, syncing integration, and eliminating the back-and-forth.

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.

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

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  

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

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

M&A deals are “never just about the numbers,” says Kison Patel as Biden blocks Nippon Steel's takeover of U.S. Steel (X). He doesn't expect Nippon Steel potentially suing to change the U.S.'s stance. He thinks it presents a warning for other international deals, even with U.S. allies. Kison thinks U.S. Steel now needs to find a domestic buyer or other support. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

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July 30, 2006, the largest Induction Class in Hall of Fame history is honored in Cooperstown. Reliever Bruce Sutter is inducted along with 17 elected by a special commission on pre-Negro leagues and Negro leagues baseball. The 17 are Ray Brown, Willard Brown, Andy Cooper, Frank Grant, Pete Hill, Biz Mackey, Effa Manley, Jose Mendez, Alex Pompez, Cumberland Posey, Louis Santop, Mule Suttles, Ben Taylor, Cristobal Torriente, Sol White, J.L. Wilkinson, and Jud Wilson. July 30, 1990, Commissioner Fay Vincent places New York Yankees owner George Steinbrenner on the “permanently ineligible” list. “The Boss” is suspended for his association with gambler Howie SpiraJuly 30, 1983, the Atlanta Braves remove mascot “Chief Noc-a-homa” and his teepee from left field to make room for more seating at Atlanta's Fulton County Stadium. The Braves will lose 19 of their next 21 games before restoring the mascot and teepee.July 30, 1980, J.R. Richard of the Houston Astros suffers a stroke while working out at the Astrodome. Doctors perform surgery to remove a blood clot from behind his right collarbone. Although Richard will return to pitch in the major leagues, he will never regain his previous dominance.July 30, 1970, Bruce Kison of Waterbury hits seven Pittsfield batters with pitchers before being removed in the sixth inning. Kison, a Pittsburgh Pirates farmhand, will make his major league debut the following season.July 30, 1959, Willie McCovey makes his major league debut for the San Francisco Giants. The young slugger faces another future Hall of Famer -Robin Roberts of the Philadelphia Phillies - and goes 4-for-4 with two triples. McCovey's impressive debut helps the Giants to a 7-2 win over the Phillies.Historical Recap performed by:Robyn Newton from - Robyn Says This Day In Baseball is Sponsored by - www.vintagebaseballreflections.com - Join the membership today and listen to 50 years of baseball history told to you by the folks who were there! As a special offer, all our listeners can use the term - thisdayinbaseball at the membership check out.

July 30, 2006, the largest Induction Class in Hall of Fame history is honored in Cooperstown. Reliever Bruce Sutter is inducted along with 17 elected by a special commission on pre-Negro leagues and Negro leagues baseball. The 17 are Ray Brown, Willard Brown, Andy Cooper, Frank Grant, Pete Hill, Biz Mackey, Effa Manley, Jose Mendez, Alex Pompez, Cumberland Posey, Louis Santop, Mule Suttles, Ben Taylor, Cristobal Torriente, Sol White, J.L. Wilkinson, and Jud Wilson. July 30, 1990, Commissioner Fay Vincent places New York Yankees owner George Steinbrenner on the “permanently ineligible” list. “The Boss” is suspended for his association with gambler Howie SpiraJuly 30, 1983, the Atlanta Braves remove mascot “Chief Noc-a-homa” and his teepee from left field to make room for more seating at Atlanta's Fulton County Stadium. The Braves will lose 19 of their next 21 games before restoring the mascot and teepee.July 30, 1980, J.R. Richard of the Houston Astros suffers a stroke while working out at the Astrodome. Doctors perform surgery to remove a blood clot from behind his right collarbone. Although Richard will return to pitch in the major leagues, he will never regain his previous dominance.July 30, 1970, Bruce Kison of Waterbury hits seven Pittsfield batters with pitchers before being removed in the sixth inning. Kison, a Pittsburgh Pirates farmhand, will make his major league debut the following season.July 30, 1959, Willie McCovey makes his major league debut for the San Francisco Giants. The young slugger faces another future Hall of Famer -Robin Roberts of the Philadelphia Phillies - and goes 4-for-4 with two triples. McCovey's impressive debut helps the Giants to a 7-2 win over the Phillies.Historical Recap performed by:Robyn Newton from - Robyn Says This Day In Baseball is Sponsored by - www.vintagebaseballreflections.com - Join the membership today and listen to 50 years of baseball history told to you by the folks who were there! As a special offer, all our listeners can use the term - thisdayinbaseball at the membership check out.

Wednesday October 10th, 1979 @ Memorial Stadium in Baltimore, MD After a rainout the previous night, the 1979 World Series is set to begin at Memorial Stadium in weather fit for football (40 degrees and wet). A rematch of the 1971 Fall Classic, Earl Weaver's Baltimore Orioles look to get the edge on Chuck Tanner's Pittsburgh Pirates. These are two evenly matched ballclubs, the champions of their respective leagues. They share a lot of similarities in roster construction, boasting star power at right field and first base (Murray and Singleton for BAL: Stargell and Parker for PIT), productive platoon options in left (Lowenstein/Roenicke: Robinson/Milner), burners in center (Bumbry: Moreno), scrappy infielders (DeCinces, Belanger, and Dauer: Madlock, Foli, and Garner), top of the rotation aces (Flanagan and Palmer: Candelaria and Blyleven), and reliable bullpen arms who are no stranger to high leverage situations that (Stanhouse, Stoddard, and Martinez: Tekulve, Jackson, and Romo). This series will be quite a battle. Taking the mound for Baltimore is lefty Mike Flanagan (23 - 9 3.08 ERA 265 IP), a workhorse whose addition of a changeup to his repertoire elevated him to a Cy Young caliber pitcher. Opposing him is veteran righty Bruce Kison (13 - 7 3.19 ERA 172 IP), who was just a rookie when the Pirates beat the O's back in '71. Coming into this game, Kison has allowed just one run in 22 career postseason innings (4 - 0 record, 1 GS). Who will take game? Tune in to an excellent start to this World Series. Audioclips from joeydbball Youtube. ABC Broadcast w/ Keith Jackson, Howard Cosell, and Don Drysdale As always, shout out to Baseball Reference and SABR for statistics, boxscores, background information, and much, much more. Catch you next time, P.C.O.

“I want to arm you as my child with the skills to be able to accomplish anything you want in this world. ” In Season 5, Episode 25 of the Boss Uncaged Podcast, S.A. Grant sits down with the Founder and CEO of M&A Science, Kison Patel.

Michael Farlekas is the CEO at E2open Have someone in mind that would be perfect to help build out a new on-demand talent service line at M&A Science? Reach out to Kison at kison@mascience.com   EPISODE TIMESTAMPS: 00:00 Introduction 02:24 Background 04:58 14 transactions without a dedicated Corp Dev team 08:47 Networking and scoring the deals 14:34 The hunting part 20:45 Restructuring the business for faster integration 22:04 Approach to due diligence 24:10 Key things to look at pre and post-LOI 25:15 Considering the culture and the people aspect 27:34 Integration 30:20 Budgeting Integration cost 32:19 Go-to-Market Integration 34:14 Acquiring away from the core 36:13 Keys to success 37:38 Go-To-Market Framework 39:54 Advice for first-time acquirers 44:33 Craziest thing in M&A  

Chris Evans is the former Head of Corporate Development Integration at Amazon (NASDAQ: AMZN) Have someone in mind that would be perfect to help build out a new on-demand talent service line at M&A Science? Reach out to Kison at kison@mascience.com

Kison Patel hat mit Dealroom.net die Lösung für Firmentransaktionen als Tool entwickelt, ohne Investoren. Über die Jahre hat er zusätzlich mit MA Science eine edukative Marke für den Bereich Mergers & Acquisitions (Firmenzukäufe) gestartet und damit die Szene aufgerollt. Was du lernst:Welche Probleme sind es wirklich wert, mit einem Produkt bzw. einer Software gelöst zu werdenPricing von Software-Lösungen (Dealroom verlangt teilweise mehr als 100.000€ pro Jahr von Kunden)Welche Herausforderungen Teambuilding und Organisationsstruktur mit sich bringenWie du zwischen all den Problemen beim Aufbau einer Firma nicht vergisst, dich selbst weiterzuentwickelnALLES ZU UNICORN BAKERY:https://zez.am/unicornbakery(00:01:04) Was hat dich zum Bereich M&A gebracht und wieso bist du nach wie vor in diesem Bereich tätig?(00:04:41) Wieso arbeitet ihr eher mit kleineren Deals und was ist die Herausforderung hinter großen Deals?(00:08:49) Was sind die wichtigsten Learnings aus der Gründung und dem Bestehen von DealRoom und wieso hast du mit M&A Science noch eine inhaltliche Brand on top aufgebaut?(00:19:24) Wie sieht die richtige Balance zwischen Innovation und Produkten aufgrund von Kundenfeedback aus?(00:21:33) Wie findest du die richtig relevanten Probleme deiner Zielgruppe und priorisierst wie du die vorhandenen Probleme?(00:28:23) Ihr seid heute 50 Mitarbeitende - welche Herausforderungen gab es auf dem Weg zum Team und einer strukturierten Organisation?(00:36:40) Wie hast du dich persönlich mit dem Wachstum der Firma weiterentwickelt und welche Herausforderungen waren besonders schwierig?(00:43:19) Wie strukturierst du deine Projekte und wie weit muss eines fortgeschritten sein, damit du etwas Neues anfangen kannst?(00:49:17) Wie gehst du beim Pricing deiner Produkte vor?(00:52:56) Was ist dein ultimativer Tipp für Gründer:innen?Kison Patel:LinkedIn: https://www.linkedin.com/in/kisonpatel/ M&A Science: https://www.mascience.com/ Hosted on Acast. See acast.com/privacy for more information.

Welcome to the Wall Street Lab podcast, where we interview top financial professionals and deconstruct their practices to give you an insider look into the world of finance. Today we're joined by Kison Patel, CEO and Founder of M&A Science and Dealroom, a project management software for complex M&A transactions. In this interview, we will discuss: Why current M&A practices are not enough anymore to deal with complex transactions What M&A professionals can learn from agile in software How values in M&A transactions have shifted towards people issues How Kison structures his own companies to capture value in the fragmented M&A market Why he started his podcast despite being an introvert, and what the result of it was His outlook on M&A activity in the current market More about M&A Science: https://www.mascience.com/  More about DealRoom: https://dealroom.net/ Follow Kison on LinkedIn: https://www.linkedin.com/in/kisonpatel/  More about Fintalent: https://fintalent.io/ You can find all episodes of The Wall Street Lab Podcast on https://thewallstreetlab.com/ 

Today, my guest is a very experienced and well-known M&A professional and entrepreneur, Kison Patel.  Kison entered the M&A world as a sell side M&A advisor representing commercial banks and hotel chains.  Over the years, with hundreds of transactions under his belt, Kison realized that many business acquirers lacked efficient technology to manage their transaction ins and to ultimately make them successful. To address this problem in 2011, Kison founded Deal Room, an M&A lifecycle management platform for buyers to improve transaction processes and post M&A integrations.Then in 2016, he founded M&A Science, a collection of M&A educational resources to share M&A, best practices and training anyone looking to master M&A.  In our conversation, Kison and I discuss what we're doing to improve on the M&A industry's performance when it comes to selling companies and also how buyers can improve post integration processes to deliver the value that all parties envision.A few episode highlights:(2:56) ... How Kison's early exposure to real estate gave him a launching pad into M&A (8:25) ...  How Kison's experience in M&A influences his view of dealmaking in 2023(25:34) ... The launch of M&A Science(29:25) ... Final advice for founders considering an exit - preparation and curiosity.I hope you enjoy my conversation with Kison Patel.

Kison Patel is the Founder and CEO of M&A Science, with a passion to drive the M&A industry forward. He was an M&A advisor for ten years during which he sold larger companies such as commercial banks and hotel chains. In 2012, he noticed teams lacked efficient technology to manage deals and created DealRoom, an M&A lifecycle management platform. In 2016, he started the M&A Science podcast devoting his time to creating a platform where all the best practitioners could share their best practices and lessons learned from real-life deals. Kison then created The M&A Science Academy in 2020 to offer step-by-step training to those looking to master M&A featuring courses created by top-level practitioners. Through developing technology, educational content, and industry training, Kison aims to bring better practices to an industry with growing market pressures, transaction values, and competition. Get Kison Patel's Book on Amazon: M&A Tactics Handbook: Advice from Corporate Development Practitioners Agile M&A: Proven Techniques to Close Deals Faster and Maximize Value Thanks for listening. Don't forget to like us on Facebook: https://www.facebook.com/passthesecretsauce. Support our podcast If you're a fan of the show, there are three simple things you can do to support our work: Subscribe, rate and review: https://podcasts.apple.com/us/podcast/pass-the-secret-sauce-by-matt-shields/id1506940483 the podcast on iTunes or wherever you subscribe. Tell a family member, friend, or colleague about the show. Subscribe to us on YouTube: https://www.youtube.com/channel/UCJ5eItxsGWyGKC91zd1pzbA and follow us on LinkedIn: https://www.linkedin.com/company/pass-the-secret-sauce-podcast This podcast is hosted by ZenCast.fm

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Do you want to know why a high percentage of mergers and acquisition deals fail? Kison Patel is the CEO of M&A Science and in this episode, we discuss all things mergers and acquisitions and how to manage investor relationships. Kison emphasizes that closing a deal needs to be more centered around the people aspect than it ever has been before.Kison explains the issues he sees most frequently in transactions, deals that stick out to him, the most rewarding aspects of his job, and how he selects his employees. We delve deep into the importance of a narrative for investor relations and in closing a transaction and how Kison builds one. Next, Kison tells us all about his podcasting journey, how it has amplified his business growth, and why he encourages everyone to do it at some point in their lives.Finally, Kison shares the importance of taking negative feedback on board in order to improve. Check out some of our most popular episodes:Chicken S#!it CEOs w. Mogens SmedLeadership Lessons from Louis Vuitton, Samsonite, and Now, EVCP Growth EquityCanada's Best Venture Partner w. Bruce CroxonStay in the know and follow along:Connect with our host, Cory Cleveland on LinkedInVisit The Insider's Guide to Finance WebsiteFollow us on LinkedInSubscribe to our YouTube channelSubscribe to The Knowledge Bank Letter - a periodic letter of actionable insights, interviews, and quality curations

About Kison:Kison Patel is the Founder and CEO of M&A Science, with a passion to drive the M&A industry forward. He was an M&A advisor for ten years in which he sold larger companies such as commercial banks and hotel chains.In 2012, he noticed teams lacked efficient technology to manage deals and created DealRoom, an M&A lifecycle management platform. In 2016, he started the M&A Science podcast devoting his time to creating a platform where all the best practitioners could share their best practices and lessons learned from real-life deals. Kison then created The M&A Science Academy in 2020 to offer step-by-step training to those looking to master M&A featuring courses created by top-level practitioners.Through developing technology, educational content, and industry training, Kison aims to bring better practices to an industry with growing market pressures, transaction values, and competition. Links From The Podcasthttps://www.facebook.com/kisonpatelhttps://www.instagram.com/kison_patel/https://twitter.com/DealRoomInchttps://www.linkedin.com/in/kisonpatel/https://www.mascience.com/https://www.mascience.com/podcasthttps://www.peer2peerrealestate.com/@Willliamp2pre (twitter)facebook.com/peer2peerrealestatehttps://www.linkedin.com/in/williemorales/Books recommendedAgile M & A - Kison PatelM & A tactics- Kison PatelThank you Kison for being on the podcast.What did you think about today's subject?Please go to apple podcasts look for us at peer 2 peer real estate podcast, please subscribe and leave a review.Don't give up on your dreams, fight for it and guard it.Keep the momentum going, Good things will happen.Thanks for listening and be safe Hosted on Acast. See acast.com/privacy for more information.

In this episode Kison Patel shares practical insights from his book Agile M&A. Check out this podcast to learn - How is M&A changing? - What are common mistakes made in M&A? - What are best practices in M&A? Kison is the Founder and CEO of DealRoom, a project management software for complex financial transactions. Kison is also the host of the M&A Science podcast, an educational podcast exploring the intricate world of M&A with industry leaders and practitioners.  

Kison Patel is the Founder and CEO of DealRoom, a project management software for complex financial transactions. Patel came from humble beginnings to growing one of the hottest software companies helping sellers and owners of businesses connect the dots. Do you have any ideas/questions? Share some feedback go to www.savvypodcast.com

A Little About Kison Patel:Kison Patel is the Founder and CEO of M&A Science, with a passion to drive the M&A industry forward. He was an M&A advisor for ten years in which he sold larger companies such as commercial banks and hotel chains. In 2012, he noticed teams lacked efficient technology to manage deals and created DealRoom, an M&A lifecycle management platform. In 2016, he started the M&A Science podcast devoting his time to creating a platform where all the best practitioners could share their best practices and lessons learned from real-life deals. Kison then created The M&A Science Academy in 2020 to offer step-by-step training to those looking to master M&A featuring courses created by top-level practitioners. Through developing technology, educational content, and industry training, Kison aims to bring better practices to an industry with growing market pressures, transaction values, and competition.In this episode of The Millionaire's Lawyer, JP and Kison Patel discuss:Kison and JP have both noted that people are now feeling the need to be able to live dynamically, to be free from one location all year round and with the way, the world now works capabilities allow for it.People have noted that they can buy a house, and when they travel rent it out so they are supplementing the expenses.Kison Patel's business is helping private corporations buy, sell, and raise market capital to help them maximize their capabilities.When a corporation goes to buy a new one, it is the initial vision of the corporation that drives it, there is a foreseen strategy, and that is how we can create value.Kison stresses the importance of doing Due Diligence, and JP can affirm how essential that is.It is a good idea to be public about a possible deal so that the employees and others do not create their own worst-case scenarios.Being proactive is a great asset and character trait to have, and is a great starting point from what Kison can help with within the coordination of a dealConfirmatory diligence is just as important, you want to make sure that some of the workers and employees because some key people may leave and clientele and customers may not be appreciative of thatWhat motivates Kison is knowing that he is able to provide people with value and that he has been able to continuously increase that capability.Find your own way of starting from zero, you don't have to do it the way you are told to do it, do it the way that works best for you and the way your mannerisms are.Kison and JP note how when you have a clear mind and intently listen you will be able to make more meaningful and healthier relationships. Yure able to be a better leader and the life you live will become a happier one at that.Connect with Kison Patel:WebsiteLinkedInFacebookTwitterConnect with your host, JP:TwitterInstagramFacebookWebsiteShow:LinkedInEmail:  jpmcavoy@conductlaw.comPhone:  1-833-890-8878THANK YOU TO OUR SPONSOR:Conduct L

Kison Patel is the Founder and CEO of M&A Science, with a passion to drive the M&A industry forward. He was an M&A advisor for ten years in which he sold larger companies such as commercial banks and hotel chains. In 2012, he noticed teams lacked efficient technology to manage deals and created DealRoom, an M&A lifecycle management platform. In 2016, he started the M&A Science podcast devoting his time to creating a platform where all the best practitioners could share their best practices and lessons learned from real-life deals. Kison then created The M&A Science Academy in 2020 to offer step-by-step training to those looking to master M&A featuring courses created by top-level practitioners. Through developing technology, educational content, and industry training, Kison aims to bring better practices to an industry with growing market pressures, transaction values, and competition.  

Mergers and acquisitions (M&A) is a tool that drives growth in a company. If you are looking to drive that growth, you know that business valuation is an important aspect of it. One of the key drivers for B2B digital marketing is business valuation. As B2B Digital Marketers, what are you doing as far as business valuation is concerned? How are you positioning your company to be more attractive? What are the strategies and models you need to put in place to ultimately drive the growth you are looking for? In this episode, Kison Patel shares different ways how you can get the most value for your business.

"With discipline, it's the ability to get comfortable doing the things that are otherwise uncomfortable" - Kison PatelKison Patel is the Founder and CEO of M&A Science, with a passion to drive the M&A industry forward. He was an M&A advisor for ten years in which he sold larger companies such as commercial banks and hotel chains. In 2012, he noticed teams lacked efficient technology to manage deals and created DealRoom, an M&A lifecycle management platform. In 2016, he started the M&A Science podcast devoting his time to creating a platform where all the best practitioners could share their best practices and lessons learned from real-life deals. Kison then created The M&A Science Academy in 2020 to offer step by step training to those looking to master M&A featuring courses created by top level practitioners. Through developing technology, educational content, and industry training, Kison aims to bring better practices to an industry with growing market pressures, transaction values, and competition.Please enjoy!Click here to subscribe to The Sell My Business Podcast to save time and effort.SELECTED LINKS FOR THIS EPISODEkison@mascience.comM&A ScienceKison Patel - CEO and Founder - MAScience | LinkedInM&A Science Podcast | Explore the Intricate World of M&AAgile M&A: Proven Techniques to Close Deals Faster and Maximize Value Hardcover – October 14, 2019The Deep Wealth Sell My Business PodcastCockroach Startups: What You Need To Know To Succeed And ProsperFREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)Book Your FREE Deep Wealth Strategy Call

In today's episode we interview Kison Patel.He is the Founder and CEO of DealRoom, a project management software for complex financial transactions. In addition to that, he is also the Founder and CEO of Agile M&A, Founder of M&A Science - a community of forward-thinking M&A practitioners on a mission to perfect the M&A practice.Kison is also the host of the M&A Science podcast, an educational podcast exploring the intricate world of M&A with industry leaders and practitioners.He helps men and women, the general public, or people looking for career paths and may consider a career in M&A.

Selling a company is a great way to build wealth but if you want to maximize the sell price, you need to put in some work. In this episode, my guest talks about what buyers are looking for, common mistakes that are made, and how to make the sale a win-win for the buyer and the seller. Please welcome Kison Patel.

106: In M&A Uncovered, Kison Patel, founder of DealRoom & M&A Science, joins host William Glass to discuss how exactly mergers and acquisitions work. Kison shares what you need to know about M&A as a business owner, employee, and investor. Kison also goes into how he stumbled into an organic content strategy that has enabled DealRoom to grow without having to raise massive amounts of investor capital. Follow the Silicon Alley podcast wherever you listen to podcasts. __ Visit SiliconAlleyPodcast.com to become a guest and sign-up for the newsletter. Follow on: - Instagram: http://bit.ly/SIliconAlleyIG - LinkedIn: http://bit.ly/SiliconAlleyLI - YouTube: http://bit.ly/SiliconAlleyYouTube Our Sponsors: Ostrich helps you go from being one of the 92% of people who fail to achieve their financial goals to one of the few who does. 80% of Ostrich members are on track to achieve thief financial goals. Sign up for free at https://www.getostrich.com About Kison Patel: Kison Patel is the Founder and CEO of M&A Science, with a passion to drive the M&A industry forward. He was an M&A advisor for ten years in which he sold larger companies such as commercial banks and hotel chains. In 2012, he noticed teams lacked efficient technology to manage deals and created DealRoom, an M&A lifecycle management platform. In 2016, he started the M&A Science podcast devoting his time to creating a platform where all the best practitioners could share their best practices and lessons learned from real-life deals. Kison then created The M&A Science Academy in 2020 to offer step-by-step training to those looking to master M&A featuring courses created by top-level practitioners. Through developing technology, educational content, and industry training, Kison aims to bring better practices to an industry with growing market pressures, transaction values, and competition. Website: https://kisonpatel.com/ LinkedIn: https://www.linkedin.com/in/kisonpatel/ Silicon Alley is a Financial Glass Production --- Send in a voice message: https://anchor.fm/silicon-alley/message Support this podcast: https://anchor.fm/silicon-alley/support

Kison Patel is the Founder and CEO of M&A Science, a project management software company for complex financial transactions. Kison has over a decade of experience as an M&A advisor and developed DealRoom after experiencing first-hand a number of deep-seated, industry-wide inefficiencies and challenges. Through developing technology, educational content and industry trainings, Kison aims to bring better process solutions to an industry with growing market pressures, transaction values and competition. Tune in to enrich your own M&A knowledge... ______________________________________________________________________   Rajeev Mudumba's Website: www.rajeevmudumba.com   Plan B Success Podcast: Available on your favorite platform including iTunes @ https://apple.co/2JCSysL?ls=1 or www.planbsuccess.live or www.planb.live   https://www.planbsuccessschool.thinkific.com - You can be a successful Entrepreneurs and can do a LOT with your very own podcast. Follow Rajeev's FREE training & you'll discover How to ideate, create, launch, monetize and grow your podcast in just a couple of hours!   Rajeev's Book - My Inspiration: Quotes that shaped my self-improvement journey - Available on Amazon Worldwide on your local Amazon site or @ https://amzn.to/2JG1DRL   Plan B Success YouTube Channel: http://bit.ly/2YegieF   Medium Articles: https://rajeevmudumba.medium.com   LinkedIn: https://www.linkedin.com/in/rajeevmud...   Facebook Plan B Success Page: https://www.facebook.com/planbsuccess...   Facebook My Inspiration Book Page: https://www.facebook.com/myinspiratio...   Instagram: @hifromraj1

Kison was an ambitious kid who climbed his way up from mopping kitchen floors and washing dishes to becoming a tech company's CEO.He's the CEO and founder of DealRoom, FirmRoom, Agile M&A, and M&A Science Academy, providing the best crowdsource-based educational resource and technology solutions to the M&A industry.Aside from geeking around with finance people, Kison loves sharing the entrepreneurship life lessons he learned along the way.--------------------------------------------------Contact Kison onLinkedin: https://www.linkedin.com/in/kisonpatel/Company websites:https://www.mascience.com/https://www.bossmove.org/https://dealroom.net/https://www.mascience.com/agilemaIf you'd like additional ways to support this podcast, you can become a patron here: https://www.patreon.com/bePatron?u=66340956----------------------------------------------------------------------------------------------------Reach me to sell me your business, be on my podcast or just share some love:Linkedin: https://www.linkedin.com/in/ronskelton/Twitter: https://twitter.com/ronaldskeltonFacebook: https://www.facebook.com/How2ExitInstagram: https://www.instagram.com/how2exitpodcast/Have suggestions, comments, or want to tell us about a business for sale call our hotline and leave a message: 918-641-4150----------------------------------------------------------------------------------------------------Watch it on Youtube: https://youtu.be/VR4nSM8HT18----------------------------------------------------------------------------------------------------Other interviews:Zoran Sarabaca: https://youtu.be/OLqszNP7yHYJohn Andrews: https://youtu.be/vmGWbd2y5x0Chris Daigle: https://youtu.be/jHWzFGRbpD4Arturo Henriquez: https://youtu.be/uwN7y8AE4EQJoe Valley: https://youtu.be/ZQLdybxcZKsChristopher Wick: https://youtu.be/xhIf9ltgedAJonathan Brabrand: https://youtu.be/oC82Ls54CXoCarl Allen: https://youtu.be/VIU2Lqj_FY4Klint Kendrick: https://youtu.be/eJ2GICCj2TAWalker Deibel: https://youtu.be/xoUH_Ixeook--------------------------------------------------

MERGERS AND ACQUISITIONS (M&A)M&A, mergers and acquisitions, can be a terrific way to increase the value of your business and accelerate growth. But there's always a lot on the line when you do that and it can be an emotional rollercoaster. Fortunately, today's guest is an M&A expert who will explain what to expect when you're expecting to do a merger or acquisition so you can enter the process with more confidence. What You'll Discover About Mergers and Acquisitions (highlights & transcript):https://businessconfidentialradio.com/?p=181135&preview=true# (HIGHLIGHTSCLICK HERE FOR AUDIO TRANSCRIPT) * The various stages of mergers and acquisitions  * What professional advisors are smart to consult with in mergers and acquisitions  * When to bring professional advisors with mergers and acquisitions experience into the deal * A common small business mistake when hiring a mergers and acquisitions lawyer  * How sellers can maximize the value of their business  * How Buyers can make the mergers and acquisitions experience more successful  * The biggest challenge for an acquirer  * The new trend in planning for integration after a merger or acquisition  * What every first time buyer or seller in mergers or acquisitions must do  * What to expect from a sophisticated buyer  * And MUCH more. ♥ Share this episode with someone you think will benefit from it. ♥ ♥ Leave a review at https://lovethepodcast.com/BusinessConfidential (Lovethepodcast.com/BusinessConfidential )♥ Guest: Kison PatelKison Patel is the Founder and CEO of M&A Science, with a passion to drive the M&A industry forward. He was an M&A advisor for ten years in which he sold larger companies such as commercial banks and hotel chains. In 2012, he noticed teams lacked efficient technology to manage deals and created DealRoom, an M&A lifecycle management platform. In 2016, he started the http://mascience.com/ (M&A Science) podcast devoting his time to creating a platform where all the best practitioners could share their best practices and lessons learned from real-life deals. Kison then created The M&A Science Academy in 2020 to offer step by step training to those looking to master M&A featuring courses created by top level practitioners. Through developing technology, educational content, and industry training, Kison aims to bring better practices to an industry with growing market pressures, transaction values, and competition. Kison is also the author of 2 books: https://www.amazon.com/Agile-Proven-Techniques-Faster-Maximize/dp/173347451X/ref=sr_1_2?crid=3EXO0N7ZP541S&keywords=kison+patel&qid=1648312947&sprefix=kison+patel%2Caps%2C84&sr=8-2 (Agile M&A), and https://www.amazon.com/Tactics-Handbook-Corporate-Development-Practitioners/dp/1733474536/ref=sr_1_3?crid=3EXO0N7ZP541S&keywords=kison+patel&qid=1648312987&sprefix=kison+patel%2Caps%2C84&sr=8-3 (M&A Tactics). Related Resources:Contact Kison and connect with him on https://www.linkedin.com/in/kisonpatel/ (LinkedIn), https://www.facebook.com/kisonpatel (Facebook), https://twitter.com/DealRoomInc (Twitter), and https://www.instagram.com/kison_patel/ (Instagram). Join, Rate and Review: Rating and reviewing the show helps us grow our audience and allows us to bring you more of the rich information you need to succeed from our high powered guests. Leave a review at https://lovethepodcast.com/BusinessConfidential (Lovethepodcast.com/BusinessConfidential) Joining the Business Confidential Now family is easy and lets you have instant access to the latest tactics, strategies and tips to make your business more successful. Follow on your favorite podcast app http://bit.ly/bcnlisten (here) as well as on https://twitter.com/businessconfid...

Kison Patel is the CEO & Founder of M&A Science - A community of forward-thinking Mergers & Acquisition practitioners on a mission to perfect the M&A practice. He is also the CEO of DealRoom, a project management software for complex financial transactions. As a former Mergers & Acquisition advisor, Kison has seen firsthand every aspect of buying or selling a business, and what it looks like to integrate two companies after a deal has been signed.  Some of the Topics Discuss Include:  Mergers & Acquisition Overview - Find out exactly what an M&A entails with a quick overview of what one looks like on both the buying & selling sides. Integrating a Business After the Sale - What does integrating two companies look like in practice and how leaders within a company should approach this process. When to Buy a Business - Many entrepreneurs with existing capital may be looking to buy a business to shortcut the start-up phase. Kison details when this makes sense and what advantages this approach brings.  When To Sell a Business - Now the opposite situation, which discusses how should entrepreneurs & founders approach trying to sell their business for a successful exit. You can connect with Kison and learn more about his company by visiting M&A Science. Are you looking to improve your company's digital marketing presence? If so, check out Inboundwebdevelopment.com to discover how we help our clients create beautiful websites and high-impact growth marketing campaigns that generate leads, increase revenues, and drive sustained business growth for years to come.

Subscribe: Apple Podcasts | Spotify | Stitcher | Overcast Support the Show. Get the AudioBook! AudioBook: Audible| Kobo| Authors Direct | Google Play | Apple Summary Hey everyone. Stay tuned to the end of the interview where I'll give you some actionable insights that I learned from my guest. These insights are also in the show notes. As always, thanks for listening. Now on to my guest for today, Kison Patel, an expert in mergers & acquisitions. He is the CEO and founder of DealRoom (which is part of M&A Science), a platform to help manage the M&A life cycle; podcast host of M&A Science; and author of the book Agile M&A: Proven Techniques to Close Deals Faster and Maximize Value, A Practitioner's Guide. Kison started out working as an advisor in mergers & acquisitions in Chicago, first with private clients and working up to corporations in various industries. He began his entrepreneurial journey with a tech startup, where he found he enjoyed working with engineers and also saw an opportunity to apply project management tools to the M&A industry.  With DealRoom, he learned to face all the challenges of a tech startup, from working with a team, figuring out product market fit, and strategies for going to market. In 2017, a friend encouraged him to start a podcast. His show, M&A Science, seeks to help those working in the field to better understand the process and learn from others. The show gradually grew and Kison realized there was a demand for more information and resources. He wrote his book and created the M&A Science Academy, for corporate team members to more quickly learn insights and skills others usually take years to learn on their own.  Now, let's get better together. Actionable Insights Kison places a lot of emphasis on the importance of simply being curious and asking questions. If you're involved in a merger or acquisition, find out as much as you can about the company you're partnering with. Similarly, as an entrepreneur, figure out where you want to get to and ask, “What would it take to get there?” Being agile means having the flexibility to respond as new information emerges, allowing you to iterate and reiterate until you get to a place that works best for all. The agile approach to mergers and acquisitions also helps align the people who will be most affected by the changes. Software companies, Kison notes, are often successful at M&A because they already have a more agile approach built into their company culture.  Links to Explore Further M&A Science Podcast M&A Science Academy DealRoom Kison Patel on LinkedIn Keep In Touch Book or Blog or Twitter or LinkedIn or JSYPR Learn more about your ad choices. Visit podcastchoices.com/adchoices

Kison Patel is an entrepreneur and the Founder and CEO of M&A Science. He is passionate about the M&A industry and committed to driving it forward. Kison Patel was an M&A advisor for ten years, and during this period, he completed the sales of larger companies such as commercial banks and hotel chains. In 2012, Kison noticed teams lacked efficient technology to manage deals. That was when he gained the insight to create DealRoom, an M&A lifecycle management platform. In 2016, he started the M&A Science podcast, devoting his time to creating a platform where all the best practitioners could share their best practices and lessons learned from real-life deals. Kison then created The M&A Science Academy in 2020 to offer step-by-step training to those looking to master M&A, featuring courses designed by top-level practitioners. Through developing technology, educational content, and industry training, Kison aims to bring better practices to an industry with growing market pressures, transaction values, and competition. Kison is a man who's studied every aspect of deal-making in M&A, including corporate M&A. In this episode, Kison shares helpful problem-solving techniques in deals. This is definitely an episode you don't want to skip! Best Practices That Could Apply Across M&A Spectrum In Kison's perspective, it's all about the problem-solving approach - getting rid of the old ways of doing things. The old ways were mostly about asset discovery and purchasing without wasting much time on considerations and paperwork. It's now about the finance-focused M&A approach – concentrating your resources on building a financial model to create a business case and doing the deal. Then you go from there to executing a series of templates, checklists, and playbooks on the agreement. Kison mentions the old ways aren't completely ruled out as it is still effective if you're trying to buy factories or hard assets. Kison continues by saying most deals these days are all about technology - tech startups, which are more complex, and there are several things you need to put in place before the deal closes. Some of these are: You need to initiate changes. You also need to understand these changes may lead to a disconnect and frustration among team members. Avoid getting yourself in this situation; that is why you shouldn't be all about the finance-focused M&A approach. You need to develop a great emphasis on moving towards the people-focused M&A approach. In whatever you do, have your team in mind. Start with a couple of elements to see the level of productivity you can achieve. You don't want to go through the journey with a team that doesn't believe in the project. An uninspired team can wear you down, and you need to set the tone right from the start. You need to maintain clarity on your goals. YOU as a business owner needs to understand every team member should have a vivid understanding of what the business is all about. Also, have in mind a goal has a limited value when it's vague. You need to validate the financial model and make it realistic. You can identify the stakeholders that fit your models and get them involved. Make sure you update them as you go through the process and continue to validate your assumptions. A bad financial model could lead to failure. The definition of failure is very vague in the industry. The meaning of failure always goes back to the original financial model - the investment plan they have for the deal. Most times, failure isn't a total implosion; it may be success that took longer. Threats In M&A Kison shares what he believes to be the biggest threat in M&A. To him, the biggest threat in M&A is when you become the people's problem. We've seen that historically! Thinking and planning is the main thing in M&A deals. You need to think and plan upfront. Deals blow up when you don't think it through. You need to execute the management approach - it's more about having an approach where you respond to the changes as they happen. You should learn to identify risks and provide solutions as they come. Another threat in M&A is getting fixated on the financial model, but we forget that the money you generate is the outcome. The important thing to focus on is the capability to create value, and we mostly lose sight of that. Having the wrong team leader is a NO. This problem is a perennial business killer. You need a fitting leader who's customer-centered, who will help create a realistic go-to-market outline, and an aim to deliver value to customers. Of course! None of these matters if you don't understand the organization's value. Executives from both sides should spend time understanding the organization's value. Understanding the values allows you to understand the organization's culture, leadership approach, decision-making, and problem-solving model. That's when you get a sense of “what are some of these differences that could be complementary,” and many more important questions that will inform your decision on the deal. Know your market and identify the traits of a strong leader to drive your M&A. To learn more about Kison, head here: https://kisonpatel.com/ https://www.mascience.com/about/kison-patel For Kison's podcast, head here: https://podcasts.apple.com/us/podcast/m-a-science/id1203521153 To connect with Corey for more: Website: https://www.coreykupfer.com LinkedIn: https://www.linkedin.com/in/coreykupfer Facebook: https://www.facebook.com/CoreyKupfer Twitter: https://twitter.com/coreykupfer

What do you need to know about M&A in order to be successful?  In this episode, Kison Patel, Founder, and CEO of M&A Science discusses the dramatic changes he and his team want to happen in the world of M&A by aligning teams to work together around the same priorities for a successful deal. Kison Patel is the Founder and CEO of M&A Science, with a passion to drive the M&A industry forward. He was an M&A advisor for ten years in which he sold larger companies such as commercial banks and hotel chains. In 2012, he noticed teams lacked efficient technology to manage deals and created DealRoom, an M&A lifecycle management platform. In 2016, he started the M&A Science podcast devoting his time to creating a platform where all the best practitioners could share their best practices and lessons learned from real-life deals. Kison then created The M&A Science Academy in 2020 to offer step-by-step training to those looking to master M&A featuring courses created by top-level practitioners. Through developing technology, educational content, and industry training, Kison aims to bring better practices to an industry with growing market pressures, transaction values, and competition. Connect with Kison  Website http://mascience.com/   Instagram https://www.linkedin.com/in/kisonpatel/ Facebook https://www.facebook.com/kisonpatel Twitter https://twitter.com/DealRoomInc LinkedIn https://www.linkedin.com/in/kisonpatel/

267 Kison Patel: Mindful Planning and Visibility  https://www.linkedin.com/in/kisonpatel/ https://www.facebook.com/kisonpatel https://www.instagram.com/kison_patel/ https://twitter.com/DealRoomInc Kison Patel is the Founder and CEO of M&A Science, with a passion to drive the M&A industry forward. He was an M&A advisor for ten years in which he sold larger companies such as commercial banks and hotel chains. In 2012, he noticed teams lacked efficient technology to manage deals and created DealRoom, an M&A lifecycle management platform. In 2016, he started the M&A Science podcast devoting his time to creating a platform where all the best practitioners could share their best practices and lessons learned from real-life deals. Kison then created The M&A Science Academy in 2020 to offer step by step training to those looking to master M&A featuring courses created by top level practitioners. Through developing technology, educational content, and industry training, Kison aims to bring better practices to an industry with growing market pressures, transaction values, and competition. MYImpactAcademy.com/Join

Kison Patel is the Founder and CEO of DealRoom, a project management solution for complex financial transactions. As a former M&A advisor with over a decade of experience, Kison has seen many challenges presented in mergers and acquisitions.In this episode, we discuss:The struggles of starting a businessHow to navigate change at workHow curiosity solves bigger problemsHow to feel connected in a virtual worldConnect with Kison Patel:Website: https://www.mascience.com/LinkedIn: https://www.linkedin.com/in/kisonpatel/Twitter: https://twitter.com/DealRoomIncFacebook: https://www.facebook.com/kisonpatelInstagram: https://www.instagram.com/kison_patel/M&A Tactics: https://www.amazon.com/gp/product/B0952CMQ1R/ref=dbs_a_def_rwt_bibl_vppi_i0Agile M&A: https://www.amazon.com/Agile-Proven-Techniques-Faster-Maximize-ebook-dp-B07YK33ZF5/dp/B07YK33ZF5/ref=mt_kindle?_encoding=UTF8&me=&qid=1570204428Newsletter: http://mascience.com/newsletter-signupConnect with Darius Norwood:Darius' LinkedIn: https://www.linkedin.com/in/dariusnorwood/Be sure to head to our website to subscribe to our newsletter. Don't worry, we won't spam you or share your information.Want to keep up with the Norwoods and All Things Career? Be sure to head to the website and subscribe to our newsletter. Don't worry, we won't spam you or share your information. ➡️ https://norwoodandco.com/allthingscareer Connect with Kirsten on LinkedIn: https://www.linkedin.com/in/kirsten-norwood-2a4ab580 Connect with Darius on LinkedIn: https://www.linkedin.com/in/dariusnorwood Let us know if you're a fan of the show so we can shout you out on an upcoming episode!

In this episode of the Thoughtful Entrepreneur, your host Josh Elledge talks to the CEO and founder of https://www.mascience.com/ (M&A Science), Kison Patel.  M&A Science solves M&A industry issues using science. According to M&A Science's website, traditional M&A processes are highly inefficient and antiquated. The industry operates in silos, and everyone has their own approach. Deals fail to deliver anticipated value because important deal processes, such as diligence and integration, are being poorly conducted and without proven techniques for success. The industry needs a platform to share knowledge and identify proven techniques. Teams execute better when they have a science-based approach to follow. M&A's typical clients are 8-figure market cap companies that conduct three or more acquisitions a year. They also work with investment banks and corporations.  Mergers and acquisitions have changed over the last few years, and tools and intel has certainly improved, but this doesn't fix the lack of standardization and siloing commonly associated with the space. Josh and Kison explore the last five years of the industry's evolution. The strategies used are very finance focused and it takes tactical integration to merge companies successfully. The biggest shift Kison has observed is that you need to use a people focused M&A approach to drive success. This pushes collaboration and teamwork between both organizations, and when you're only focused on the finance side, there's so much team value lost. The first step to approaching a merger or acquisition with a people focused mindset is to know what steps it will take to achieve results and share that with the appropriate teams. Executives need to be encouraged to participate beyond the close. Understanding the values of a company and a team is also important. Both organizations need to be respected for their approaches to create value, so understanding that can also unlock a deeper leadership understanding. This can help to bridge the gap between company values and operating standards. When both teams approach things with a collaborative mindset, solutions reveal themselves much faster. If you want to create a culture of responsiveness, you have to put people first and execute integration plans with both teams involved and respecting one another's differences. Making sure that acquisitions are successful for your employees across the board is integral for both efficiency and effectiveness.  Put people first when operating in the mergers and acquisitions space instead of leading with transactional, financial ambitions. Dedicate the merger to making sure teams and missions are aligned and you're more likely to see true success. Want to learn more? Check out M&A Science's website at https://www.mascience.com/ (https://www.mascience.com/).   Check out M&A Science on LinkedIn at https://www.linkedin.com/company/mascience/ (https://www.linkedin.com/company/mascience/).  Check out Kison Patel on LinkedIn at https://www.linkedin.com/in/kisonpatel/ (https://www.linkedin.com/in/kisonpatel/).  Don't forget to subscribe to The Thoughtful Entrepreneur and thank you for listening. Tune in next time! More from UpMyInfluence: ✅ We are actively booking guests for our DAILY Entrepreneur Success Podcast.https://upmyinfluence.com/guest ( Schedule HERE). ✅ Are you a 6-figure consultant? Let us fill your sales schedule and move you to 7-figures.https://upmyinfluence.com/b2b ( Learn more here). ✅ Check out our freehttps://upmyinfluence.com/1 ( Authority Transformation Masterclass).

Kison Patel is the Founder and CEO of M&A Science and Dealroom, and is an M&A industry veteran having acted as an M&A advisor for ten years in which he sold larger companies such as commercial banks and hotel chains. Through developing technology, educational content, and industry training, Kison aims to bring better practices to an industry with growing market pressures, transaction values, and competition.In today's business audio masterclass, we cover tips on maximizing your M&A exit price and how this will differ depending on whether you are looking to make an exit in the short term or long term.Resources:https://www.dealroom.net/ - Check out Dealroom!https://www.mascience.com/ - Check out M&A Science!https://www.linkedin.com/in/kisonpatel/ - Connect with Kison on LinkedIn! Actionable Take-aways:1.  To maximize your sale price when you are looking to exit with a long term view, put yourself out there and start communicating with potential buyers to get an understanding on what a potential exit may look like and navigate it to get your best price.  2. If you are looking to sell with a short view, run a competitive process with investment banks to and choose one that is most experienced for achieving exits for your companies in similar industries and deal sizes as yours. Auction bids can help to also increase the sale price. 3. Entrepreneurs tend to neglect the integration process that comes after a sale. Avoid this by asking questions and getting clarity at the start of the negotiation process to make sure that there is a good fit between you and the buyer, especially if you want to see your company being acquired by someone who you can trust to grow it.

In this episode of the SG Podcast, I talk to Kison Patel about: - How he got into the world of MA despite not even finishing college - What Kison did to learn the industry and start his own M&A business after just 1 year of work - How he pivoted into tech and leveraged content marketing to grow even bigger And much more. ----- Want to get my daily email to follow the ups and downs of my business journey? Sign up for free here: https://www.solopreneurgrind.com/join/ ----- Where to find Kison: https://www.mascience.com/ https://www.linkedin.com/in/kisonpatel/

Kison Patel In a world of increasing technological disruption, M&A is becoming necessary in order to stay relevant. However, these transactions are failing because important deal processes, such as diligence and integration, are being poorly conducted and without proven techniques for success. As a former M&A advisor, I've seen these challenges first hand and set out to develop tools and techniques that address these industry failings and enable M&A practitioners to drive growth and maximize value. On today Show we Talk about: What is needed to have a successful Agile Process in an M&A deal? How impactful is poor process management in a deal? How important is integration in value creation? What questions should a team ask themselves before the deal closes about the integrations? And much more....  Connect with Kison Patel Linkedin https://www.linkedin.com/in/kisonpatel/ kison@dealroom.net M&A Science | Technology, Training, & a Community for M&A (mascience.com)

How is M&A changing Common mistakes made in M&A Best practices in M&A

As you grow, you will be getting a lot of offers to get acquired. You might also be acquiring the companies, especially if you might not be able to meet your growth plans through organic channels. Whichever side of the M&A process you might happen to be on, you will only get value from the transaction if it is successfully executed. The most common reasons why acquisitions fail is because of the misunderstanding of the market and focusing solely on the financial models on the spreadsheets than really understanding what has really worked for the company that may be acquired.In today's episode, our guest, Kison Patel, shares his insights into the importance of people-focused M&A transactions and why buyers and sellers must understand the market deeply than simply relying on spreadsheet models. He also describes the success and failure rates of M&A transactions and what works for companies that have successfully executed the transaction. Finally, he shares why integration is the most important step of the M&A transactions.For more information on growth strategies for SMBs using ERP and digital transformation, visit our community at wbs.rocks or elevatiq.com. To ensure that you never miss an episode of the WBS podcast, subscribe on your favorite podcasting platform.

Ivan Estrada is joined by Kison Patel, an expert and leader in business M&A. In this episode, you will learn about Kison Patel's business journey, M&A 101, and the importance of disipline and empathy for entrepnuers. Kison Patel is the founder and CEO of Deal Room and M&A Science, two brands with the goal of optimizing the M&A process with technology based solutions. Kison has also authored two books, M&A Tactics and Agile M&A, as well as host his own podcast M&A Science. Kison's mission is to revolutionize the M&A industry with science and data driven solutions to improve the current M&A process. Like Ivan has done, Kison is working on growing his personal brand to be the catalyst of growth for his two M&A companies, M&A science and Deal Room. Kison Patel's Links M&A Science (https://www.mascience.com/) Kison Patel (https://kisonpatel.com/) Kison Patel Instagram (https://www.instagram.com/kison_patel/) Ivan Estrada's Links Brand With (http://brandwith.com) Ivan Estrada (https://www.ivanestrada.com) Brand With Instagram (http://instagram.com/therealbrandwith/) Ivan Estrada Instagram (https://www.instagram.com/ivanestradaproperties/)