Shows / M&A Science
M&A Science
M&A Science, hosted by Kison Patel (Founder & CEO of DealRoom), is your go-to podcast for mastering the art of mergers and acquisitions. Each week, Kison and his expert guests from leading brands like Xerox, FastLap, and Cisco dig deep into real-world M&A strategies, offering actionable insights to optimize your M&A practice. Whether you're an experienced practitioner or new to the field, M&A Science provides practical advice on key topics like sourcing, due diligence, integration…
Episodes
- M&A Science
Strategic Perspectives on M&A
Henry Ward, CEO and Co-founder at Carta M&A has become a critical tool for companies to stay competitive in today's fast-changing market. But success in…
- M&A Science
From Silos to Synergy: Best Practices for Uniting Diligence & Integration in M&A
Camilo Franco, Director of M&A Integration and Operations and Matt Arsenault, VP of Corporate Development & Strategic Alliances at Jamf (NASDAQ: JAMF) Too…
- M&A Science
How to Validate the Deal Thesis To Ensure M&A Success
Jann Lau, Senior Director, Corporate Development at PayPal (NASDAQ: PYPL) A well-crafted deal thesis is the cornerstone of any successful M&A transaction. It…
- M&A Science
Insights on Portfolio Rebalancing in M&A
Gregg Albert, Managing Partner - Corporate Strategy and Mergers & Acquisitions at Accenture (NYSE: ACN) Companies are facing immense pressure to stay agile…
- M&A Science
In-House vs. External Legal Insights in M&A
Anson Lau, Deputy General Counsel at LONGi Solar (SHA:601012) In M&A, it's not just about the deal—it's about who's at the table. In-house and external counsel…
- M&A Science
The Role of CEO in M&A
Kevin Lynch, CEO and Board Member at Optiv Beyond the boardroom battles and billion-dollar deals, mergers and acquisitions present a unique set of challenges…
- M&A Science
How to Execute Successful M&A as a CEO
Sanjay Poonen, CEO & President of Cohesity M&A isn't just about signing a deal and popping the champagne. Every CEO knows the entire process is a minefield of…
- M&A Science
Dynamic Portfolio Strategy: Rebalancing Using Divestitures
Jerome Combes-Knoke, Senior Vice President of Strategy and Corporate Development at Dotmatics (Insight Partners) Strategic focus is a prerequisite to strong…
- M&A Science
How to Run a Successful Cultural Integration
Court Carruthers, President and CEO at TricorBraun Cultural integration is the often overlooked key to long-term M&A success. It's about creating a shared…
- M&A Science
Unlocking New M&A Strategies: Uniting Venture Capital Insights and Public Equities in M&A
Thomas Le, Vice President, Corporate Development at Ziff Davis, Inc. (NASDAQ: ZD) The M&A landscape is constantly evolving, making it difficult to predict…
- M&A Science
How to Execute a Balanced M&A Integration
Karen Williams, Vice President of Corporate Development at Progress Achieving exponential growth through M&A requires more than signing agreements. It's about…
- M&A Science
Transforming a Company Through Strategic Acquisitions
Successful M&A is more than just closing deals. To drive growth and achieve strategic goals, companies must have a deep understanding of the process and a…
- M&A Science
Uncovering Technical Debt For Better Technology Integration
Tom Hearn, VP, Architecture at Insight In the world of M&A, understanding and managing technical debt is crucial for seamless technology integration. In this…
- M&A Science
How to Handle Global M&A
Pablo von Siebenthal, Global Head of M&A at Swissport The global landscape offers exciting growth opportunities that make business expansion a strategic move…
- M&A Science
The Art of Executing Programmatic M&A
Wolfgang Schenk, VP of M&A at Belden Opportunistic M&A can lead to bad acquisitions that don't align with the company's overall strategic goals. This creates a…
- M&A Science
Executing Transformative M&A to Change Business Models
Tobias Gwisdalla, Head of Group M&A at GEA Group (G1A:FRA) Transformative M&A is becoming increasingly critical in today's business landscape, especially for…
- M&A Science
How to Do M&A Deals in Germany
M&A processes can vary from country to country, making cross-border deals extremely challenging. Understanding the cultural differences is crucial for a smooth…
- M&A Science
How to Make AI Practical in M&A
Artificial Intelligence has taken the world by storm, and there seems to be no way of stopping it. Every industry in the world has adopted AI, and M&A is no…
- M&A Science
M&A Deal Sourcing in the Tech Space
Steve Lucas, CEO of Boomi The technology industry is currently experiencing significant growth, particularly with the emergence of artificial intelligence…
- M&A Science
Top 10 Things That Make M&A Successful
Michael Frankel, Founder and Managing Partner of Trajectory Capital. Here at M&A Science, our goal is to bring you the best and most effective techniques to…
- M&A Science
How to Close M&A Deals in 30 Days
Jeremy Segal, Executive Vice President Corporate Development at Progress (NASDAQ: PRGS) When it comes to M&A, time is of the essence. As a buyer, it's best to…
- M&A Science
Executing the Roll Up Strategy in the Tech Industry
Steven Freidkin, CEO and Founder of Ntiva, Inc. and Christopher Vollmond-Carstens, Chief M&A Officer at Ntiva, Inc. In a highly fragmented industry, roll-ups…
- M&A Science
Building Corporate Development Muscle
Kyle Price, Chief of Staff & Corporate Development at Roblox Creating a dedicated M&A function can be daunting for non-acquisitive companies. It's a big…
- M&A Science
How to Start Executing the Roll Up Strategy in M&A
Ivan Golubic, CFO | Corporate Development M&A at FastLap Group Roll ups are a great strategy for highly fragmented industries. It allows the platform company…
- M&A Science
How to Create an Executable Integration Plan During Due Diligence
Jim Buckley, Vice President, Mergers and Acquisitions Integration at VMware Integration planning is one of the most important aspects of M&A pre-close…
- M&A Science
Uncovering Capital Allocation Strategies
Keith Levy, Operating Partner at Sonoma Brands Every company must have a strong capital allocation strategy to maximize its potential. Without it, the company…
- M&A Science
Roll Up Strategy in Private Equity
Gerry Williams, Partner at DLA Piper US LLP and a member of their management committee. Private equity firms are established for the sole purpose of generating…
- M&A Science
Corporate Diversification Through M&A
Tyler Rodewald, VP, M&A at EIS Holdings In a world where change is the only constant, businesses are continually seeking innovative ways to stay ahead of the…
- M&A Science
Performing Strategic Due Diligence in M&A
Andrey Galiuk, Vice President of Corporate Development and Investor Relations Before doing M&A, it is crucial for acquirers to target the right business, in…
- M&A Science
How to Stand Up a Venture Capital Arm
George Kellerman, VP, Head of Investments & Acquisitions at Woven by Toyota and Alexander Baum, Corporate Development Lead at Woven by Toyota In the…
- M&A Science
How to Achieve Strategic Alignment From Top to Bottom
Camilo Franco, Director, M&A Integration and Operations at Jamf There is an intimate tie between M&A strategy and corporate strategy. To be truly effective…
- M&A Science
Performing Cultural Due Diligence to Better Understand the Target Company
Ken Bond, Head of Corporate Development at Cetera Financial Group. Most of the biggest M&A failures of all time are caused by culture clashes. Both companies…
- M&A Science
Strategic Alignment Between M&A and Corporate Strategy
Baljit Singh, Former SVP, Global Head of Corporate Development at Nielsen Ventures Engaging in M&A activities just for the sake of doing them is one of the…
- M&A Science
Overcoming M&A Challenges
Douglas Barnard, former Executive Vice President, Corporate Development and Legal Advisor at CF Industries (NYSE: CF) Problems don't usually surface at the…
- M&A Science
How Business Cycles Affect M&A Valuation
Allan Marks, Global Project, Energy & Infrastructure Partner at Milbank M&A valuation isn't just about looking at the numbers. There are a lot of different…
- M&A Science
Validating the Acquisition Plan
Adam Harris, CEO of Cloudbeds When executing M&A, having a structured approach to validating the acquisition plan is crucial. The worst thing any acquirer can…
- M&A Science
Mastering M&A Integration
Seema Nimmagadda, Head of M&A Integration for North America at Woven by Toyota. A lot of times, M&A integration is considered only after closing the deal. It…
- M&A Science
Using M&A Best Practices to Get Better Deals
Brent Baxter, Chief Executive Officer at Association for Corporate Growth, and Jeff Giles, VP, Corporate Development at Core & Main (NYSE: CNM) In a highly…
- M&A Science
Connecting Diligence and Integration in M&A
Amy M. Weck, VP, M&A and integrations at The Liberty Company Insurance Brokers, LLC It's common to see due diligence and integration as separate stages, but…
- M&A Science
How to Bridge Valuation Gaps in M&A
John Blair, Partner M&A Attorney at K&L Gates In M&A, it's very common for buyers and sellers to disagree on the value of the business. If both parties cannot…
- M&A Science
Transforming Existing Staff into M&A Experts
In the dynamic world of mergers and acquisitions (M&A), creating an effective team is crucial for success. This process can be complex and demanding, but also…
- M&A Science
Negotiating Cross Border M&A
Jake Lin, Head of Corporate Development at Xendit Navigating cross border M&A is one of the most challenging tasks for deal makers. There are a lot of…
- M&A Science
Achieving Business Growth Through Strategic M&A
Yoav Zeif, CEO at Stratasys In today's competitive global market, organizations need to leverage every tool in their arsenal to stay ahead of the curve. One of…
- M&A Science
The Challenges of Sell-Side M&A
Russ Heddleston, Co-founder & former CEO, DocSend Every owner loves their business. This makes selling their company even harder than it already is. But aside…
- M&A Science
Pros and Cons for a Growth Company to Take PE Capital
Jason Mironov, Managing Director at TA Associates Partnering with PE firms is a great way to exponentially grow a business and reach new heights. However…
- M&A Science
Selling a Small Business Unit
Michael Frankel, Founder and Managing Partner of Trajectory Capital When times are good, big companies tend to ignore their smaller business units, as they…
- M&A Science
How to Create a Positive Exit Experience in M&A
Swapnil Shinde, CEO at Zeni Selling your business is never easy. Aside from the emotional stress that it provides, it can also be detrimental to the business…
- M&A Science
Realizing Revenue Synergies in M&A
Chris Von Bogdandy, Global Lead M&A Solutions at Slalom Revenue synergies are why you're doing the deal in the first place. But unlike cost synergies that…
- M&A Science
Focusing on ESG in M&A
Casey Nault, Senior Vice President, General Counsel and Chief ESG Officer at Coeur Mining, Inc. (NYSE: CDE) ESG in M&A is very real. And while it is a fairly…
- M&A Science
How Not to Bomb Your First M&A Deal
Brock Blake, Co-Founder and CEO at Lendio M&A is a never-ending web of complexities and challenges. While the potential for growth and transformation is…
- M&A Science
The Basics of M&A Integration Execution
Aaron Whiting, Chief of Staff at Crownpeak Value creation in any acquisition relies heavily on how well the M&A integration goes. By focusing on integration…
- M&A Science
ChatGPT Interview: AI's Impact on M&A
ChatGPT Voice, powered by OpenAI. This past year, AI has revolutionized the way we do things, and ChatGPT has been a big part of that. Created by OpenAI…
- M&A Science
Automation in M&A
Dr. Karl-Michael Popp, Senior Director, Corporate Development at SAP (FRA: SAP) In today's digital era, the pervasive influence of technology is felt in every…
- M&A Science
Executing Smaller Deals and Negotiating Key Legal Provisions
Anthony Krueger, Associate at Morrison & Foerster LLP M&A comes in varying sizes. However, there's a common misconception that smaller deals are easier to…
- M&A Science
The Intricacies of M&A from Start to Finish
Rajive Dhar, VP, Head of Corporate Development at NetApp (NASDAQ: NTAP) For first-time acquirers, M&A can be challenging, as it comes with strenuous processes…
- M&A Science
M&A Surprises and Horror Stories
Jim Ackerman, recent Vice President of Corporate Development at Flex; Steve Coghlan, Semi-recent Vice President of Corporate Development at Flex. Every deal is…
- M&A Science
How Positive Relationships Can Drive Success in M&A
Nicole Markowski, Manager and Corporate Development at Wipfli LLP More than the numbers, relationships can make or break a deal. Regardless of the deal…
- M&A Science
M&A from a CFO's Perspective Session 2
Samuel Wilson, Chief Executive Officer at 8x8 (NASDAQ: EGHT) In the grand scheme of things, every M&A must make financial sense. Whether it's cutting cost…
- M&A Science
M&A from a CFO's Perspective Session 1
David Barnes, Chief Financial Officer at Trimble Inc. (NASDAQ:TRMB) Chief Financial Officers (CFOs) play a pivotal role in shaping the destiny of strategic…
- M&A Science
The Big Shift from Corporate Development to Private Equity
Joe Metzger, Managing Director at 777 Partners Navigating a career shift can be a transformative experience, unlocking new opportunities and challenges. For…