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
Integration Strategies in M&A Part 2
Chris Evans, Experienced M&A Leader | former Head of CorpDev Integration at Amazon and Scott Boyd, Deputy Director, Strategy Implementation at Bill & Melinda…
- M&A Science
Integration Strategies in M&A Part 1
Chris Evans, Experienced M&A Leader | former head of CorpDev Integration at Amazon and Scott Boyd, Deputy Director, Strategy Implementation at Bill & Melinda…
- M&A Science
Executing M&A in Healthcare
Roy Schoenberg, President & Co-CEO at Amwell - American Well Corporation (NYSE:AMWL) The healthcare industry is a complex and rigid space where change is often…
- M&A Science
How to Balance Culture During an Integration
Mark Rayfield, CEO of Saint-Gobain North America (EPA: SGO) and CertainTeed Integration is not just about combining processes and systems. It is about bridging…
- M&A Science
Planning and Executing Your Exit as an Investor
Dr. Irit Yaniv, Founding Partner and CEO at Almeda Ventures (TLV: AMDA) While most investors have a passive role in their portfolio company, some investors are…
- M&A Science
How PE Should Support Portfolio Company Acquisitions
Barak Routhenstein, Vice President of Corporate Development at Profile Products The collaboration between a Private Equity (PE) firm and a portfolio company…
- M&A Science
The Art of M&A: Striking the Right Balance Between Integration and Autonomy
Glenn Sanford, CEO eXp World Holdings, Inc. (NASDAQ: EXPI) For high-growth companies, M&A is almost inevitable. If done right, it could speed up growth and…
- M&A Science
Ensuring Alignment for Deal Success
Andrew Bilbao, current CFO of Noble Education Acquisition Corp. M&A is a massive undertaking that calls for collaboration among numerous individuals. Ensuring…
- M&A Science
How a Public Equity Analyst Evolves to Executing M&A
Greg Stein, Vice President, M&A and Strategy at Xerox (NASDAQ: XRX) For public equity analysts, M&A is nothing new. One of their main jobs is to conduct…
- M&A Science
The Challenges of Cross-Border Deals
Clifford Felig, Partner at Meitar | Law Offices. International business transactions often present unique challenges that are vastly different from local ones…
- M&A Science
Tax Considerations in M&A
Lesley Adamo, Vice Chair of the Tax Group at Lowenstein Sandler LLP, The intricacies of tax considerations in a merger or acquisition (M&A) transaction cannot…
- M&A Science
How to do Deals in Latin America
Juan Guillermo Castaneda, former Senior Advisor to SKG CEO (LSEG: SKG) This episode is sponsored by the M&A Science Academy, DealRoom, and FirmRoom. To join…
- M&A Science
The Path to Successful Equal Mergers
Scott Crofton, Partner at Sullivan & Cromwell LLP Too often, M&A involves a larger entity acquiring a smaller business. Only a few believe that a merger of…
- M&A Science
How To Create a Value Chain Ecosystem
Brian Matthews, CEO at ITEL In today's highly competitive business landscape, companies are constantly looking for ways to enhance their capabilities and…
- M&A Science
Buying Carve-outs for Future Exits
Joe Covey, a serial CEO and acquirer, and investor since 1992. Matthew Davidge, the co-owner of the NBC Affiliate WVNC (Watertown, NY) and several other…
- M&A Science
How to Execute Product-Based Acquisitions
Andrew Morbitzer, VP/Head of Corporate Development at Typeform There are many different reasons why companies buy other entities. Traditionally, acquirers have…
- M&A Science
Building your M&A Muscle
Nate Lemmerman, Senior Vice President, Corporate Development at Cast & Crew To perform M&A at the highest level, an ever-evolving M&A function is necessary…
- M&A Science
How to Overcome M&A Hurdles
Ritika Butani, Head of Corporate Development at Toast This episode is sponsored by the M&A Science Academy, DealRoom, and FirmRoom. To join our growing online…
- M&A Science
Build-to-Buy and Option Structures
Finn Haley, SVP, Corporate Development at Edwards Lifesciences (NYSE:EW) This episode is sponsored by the M&A Science Academy, DealRoom, and FirmRoom. To join…
- M&A Science
Key Regulatory Considerations for M&A in the Current Market
Mark Legaspi, Director, Legal - Corporate at LinkedIn Hello M&A Friends, if you're looking to improve your in-house training, we have corporate training plans…
- M&A Science
The Evolution of M&A Functions
David Hindley, VP of Corp Dev at Autodesk (NASDAQ: ADSK) This episode is sponsored by the M&A Science Academy, DealRoom, and FirmRoom. To join our growing…
- M&A Science
Thriving in Times of Change With Flexibility in Your Integration Planning
Staci van Schagen, Head of M&A Integration & Disentanglement at Philips This episode is sponsored by FirmRoom, the fastest virtual data room used to get deals…
- M&A Science
Best Practices When Selling a Business
Jeff Wald, Co-founder of Bento Engine This episode is sponsored by the M&A Science Academy, DealRoom, and FirmRoom. To join our growing online community of M&A…
- M&A Science
How to Focus on Integration as a Corporate Development Professional
Brent Campbell, Vice President of Corporate Development and Strategy at Alight Solutions (NYSE: ALIT) This episode is sponsored by the M&A Science Academy…
- M&A Science
The HR Practitioner's Guide to Cultural Integration in M&A
Klint Kendrick, HR and M&A Leader | Keynote Speaker | Author of the HR Practitioners Guides to Mergers & Acquisitions This episode is sponsored by the M&A…
- M&A Science
Valuation Principles and Working with Earnouts
PJ Patel, Co-CEO & Senior Managing Director at Valuation Research Corporation (VRC) This episode is sponsored by the M&A Science Academy, DealRoom, and…
- M&A Science
Growing through Multiple Roll-ups
Sam Youssef, Founder and CEO at Valsoft Corporation This episode is sponsored by the M&A Science Academy, DealRoom, and FirmRoom. To join our growing online…
- M&A Science
The Complexities of Smaller Deals
Kevin Griffin, Executive Director, Corporate Development at JLL (NYSE: JLL) This episode is sponsored by the M&A Science Academy, DealRoom, and FirmRoom. To…
- M&A Science
People-Focused Integration
Marilyne H. O'Hara, Global Head of M&A Integration at Block (NYSE: SQ) This episode is sponsored by the M&A Science Academy, DealRoom, and FirmRoom. To join…
- M&A Science
Preserving Startups During Acquisitions
Nadia Gil, Chief of Strategic Planning and Corporate Development at Brady (NYSE:BRC) This episode is sponsored by the M&A Science Academy, DealRoom, and…
- M&A Science
Executing M&A Without Corporate Development
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…
- M&A Science
Setting Up Day One for Success
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…
- M&A Science
How to Perform Diligence on Sustainability in M&A
Sarah Thuo, Chief Operating Officer of IBM Sustainability Services As the business world shifts towards a more environmentally and socially conscious approach…
- M&A Science
Setting Up M&A for Hyper-Growth Companies
Michael Nov, Head of Corporate Development & Chief of Staff to the CTO at OwnBackup M&A is a game-changing tool that can propel a company's growth several…
- M&A Science
GTM Integration
Pat Belotti, VP of Corporate Development Integration at Zendesk. The go-to-market (GTM) integration strategy has a large impact on revenue generation and…
- M&A Science
How Integration Has Changed Over Time
Pat Belotti, VP of Corporate Development Integration at Zendesk M&A integration in tech has changed quite a bit over the last twenty years. Integration has…
- M&A Science
Improving IMO For Efficiency
Windy Nicholson, Technology Leader | Mergers and Acquisitions at Salesforce (NYSE: CRM) Acquisitions present unique challenges, but deal lifecycle processes…
- M&A Science
How to Manage Deals From Strategy to Closing in M&A Part 2
Andy Wijaya, Senior Director, M&A at KLA (NASDAQ: KLAC) Managing a deal from start to finish requires a strategic approach and the ability to navigate the…
- M&A Science
How to Manage Deals From Strategy to Closing in M&A Part 1
Andy Wijaya, Senior Director, M&A at KLA (NASDAQ: KLAC) Managing the multi-faceted process of mergers and acquisitions (M&A) can be a daunting task, especially…
- M&A Science
Alternative Strategies to Accelerate Growth
Yvanna Perez-Morel, Sr. Director of Corporate Development at Ulta Beauty (NASDAQ: ULTA) | Managing Director at Prisma Ventures Acquisitions are not the only…
- M&A Science
First Conversation to LOI Session 3
Michael Frankel, Founder and Managing Partner of Trajectory Capital Establishing strong connections with a target company is essential in M&A. Securing deals…
- M&A Science
Setting M&A Governance Up for Efficiency
Guy Fisher, Head of Corporate Development at Suncorp Group (ASX: SUN) In order for an M&A process to be successful, there must be effective governance in…
- M&A Science
Executing Acquihires
Thomas Gorman, Strategy & Corporate Development at Pantheon Platform Mark Khavkin, CFO at Pantheon Platform Acquiring a company is complex and challenging, and…
- M&A Science
How to Approach Reps and Warranties Insurance
Josh Holleman, Partner at Cooley LLP In recent years, there has been a surge in using reps & warranty insurance in M&A, especially in private deals. Buyers and…
- M&A Science
First Conversation to LOI Session 2
Ken Bond, Head of Corporate Development at Cetera Financial Group Before buyers and sellers agree to an LOI, there are many informal conversations that happen…
- M&A Science
Reps and Warranties from a Business Perspective
Gitanjali Pundir, Vice President, Global Corporate Development and M&A at Visa (NYSE: V) Today, more than 20 reps and warranty insurance companies exist. And…
- M&A Science
First Conversation to LOI Session 1
Jeremy Segal, Executive Vice President Corporate Development at Progress (NASDAQ: PRGS) Deal origination requires a well-planned strategy, and starts with…
- M&A Science
Starting Up Your Corp Dev Function
Veena Ramaswamy, Head of Corporate Development at Lemonade (NYSE: LMND) Executing acquisitions without a dedicated function is highly inefficient and results…
- M&A Science
Executing Various Strategies and How to Get a CEO on Board
Rohit Dave, Head of Corporate Development at Block (NYSE: SQ) M&A is an excellent tool for growing a company. Still, acquirers should consider a variety of…
- M&A Science
How to Efficiently Execute M&A Integration
Cara Bibbiani, Senior Director, Corporate Development, M&A Integration at Hewlett Packard Enterprise (NYSE: HPE) The integration stage of the deal lifecycle is…
- M&A Science
Creating an M&A Team Structure
Kevin Barnes, Senior Vice President, Corporate Development at Premier (NASDAQ: PINC) Standing up a corporate development function from scratch is a…
- M&A Science
How to Transition Roles in M&A
Kerry Perez, VP of Enterprise Strategy at AMN Healthcare (NYSE: AMN) Corporate development and integration roles consist of different responsibilities. Yet…
- M&A Science
Accelerating M&A Integration
Caroline Jones, Senior Director - Acquisition Success at Cisco (NASDAQ: CSCO) Integrating an acquired company is always challenging. Acquirers must execute…
- M&A Science
Tying Up M&A Strategy With Integration
Darrell Heaps, CEO at Q4 Inc. (TSE: QFOR) A strong deal strategy doesn't guarantee success. Integration is where value is created and must be prioritized from…
- M&A Science
How to Get Alignment From Both Teams During M&A Integration
Don Yakulis, Global Head of M&A Integration, Light and Wonder, (NASDAQ: LNW) formerly Scientific Games Integrating an acquired company is one of the most…
- M&A Science
Go-To-Market Integration Planning Part 2
James Harris, Principal, Corporate Development Integration at Google (NASDAQ:GOOGL) Achieving revenue synergies should always be a transaction's top priority…
- M&A Science
Go-To-Market Integration Planning Part 1
James Harris, Principal, Corporate Development Integration at Google (NASDAQ: GOOGL) When two businesses merge, the new company's success often depends on how…
- M&A Science
The Corporate Venture Strategy
Larry Forman, Senior Manager and Head of the Ecosystem for Deloitte's New Venture Accelerator There are different ways to create and grow a business: build up…
- M&A Science
How to Run an Accelerated Deal Process
Kirti Gavri, Head of Corporate Development for Wizeline Auction processes in M&A are very challenging for strategic buyers and corporate development teams need…
- M&A Science
Strategizing and Executing your Exit for the Greater Good of your Team
Tim Wentworth, Retired CEO, Evernorth Selling a business can be challenging for a founder. Regardless of the reasons behind an exit, there are ways to ensure a…