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
Successful End-to-End M&A
Hannah Elsakr, Vice President, Corporate Development, M&A Integration at Adobe Creating value through M&A takes work. There are many steps to take during…
- M&A Science
Bottoms Up Deal Origination Model
Benjamin Orthlieb, VP and Head of Corp Dev at LinkedIn The M&A can be highly inefficient, and inefficiency can lead to failed deals. However, some…
- M&A Science
How to Execute an Effective M&A Integration Handoff
Keith Crawford, Global Head of Corporate Development / M&A at State Street (NYSE: STT) Integration is where value is created regardless of what happened during…
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How to Create an Agile M&A Strategy
Daniel Gittsovich, Vice President, Corporate Strategy & Development at L3Harris Technologies (NYSE: LHX) Strategy execution is one of the most fundamental…
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Sell-Side Behind-the-Scenes: Preparing a Company For an Acquisition Part 2
Frederic Lebourg, CEO & Managing Director at Redlands Farm Holding, Inc. - a Subsidiary of the Bollore Group Selling a business is always challenging. Finding…
- M&A Science
Sell-Side Behind the Scenes: Preparing a Company For Acquisition Part 1
Frederic Lebourg, CEO & Managing Director at Redlands Farm Holding, Inc. - a Subsidiary of the Bollore Group. There are many reasons why an owner sells their…
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Reverse Auction in M&A
Atul Tiwary, Vice President of Corporate Development at Barracuda (NYSE: CUDA) The M&A auction process creates competition among potential buyers and drives…
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How to Properly Lay Off People During an Acquisition
Evelyn De la Cruz, Head of North America Administrative Operations at Spencer Stuart When acquiring another company, there is always the potential that layoffs…
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Dissecting GTM for Successful Integration
Dustin Delewski, Director of M&A Integration Management at Cardinal Health (NYSE: CAH) Go-to-market integration is more than just combining the sales and…
- M&A Science
How to Approach Deal Targets
Andrew Whitcomb, Sr. Director, Strategy, Corporate Development, M&A at Builders FirstSource NYSE: BLDR Proactive M&A is not easy. Proactive M&A requires…
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Introducing M&A to a Larger Company
Jeff Hennig, Vice President, Corporate Development at AMD (NASDAQ) Dan Menge, Head of M&A Integration at AMD (NASDAQ) When two companies merge together, there…
- M&A Science
Carving Out A Competitor
Liz Lockhart, Sr. Director, PMO, Training and Business Applications Carve-outs are incredibly complex. Buying a small part of a target company brings many…
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Formulating M&A Strategy for Proactive Sourcing
Mike Kryza, Head of Corporate Development at The Guardian Life Insurance Company of America Private- F500 Mergers and acquisitions are a critical part of any…
- M&A Science
Realizing Go-To-Market Synergies
Karen Ashley, Vice President, Corporate Development Integration at Cisco CSCO (NASDAQ) M&A doesn't end when a deal closes. The deal's success relies heavily on…
- M&A Science
How to Convince People to Sell their Business
Willy Walker, Chairman and CEO of Walker & Dunlop, Inc (NYSE: WD) M&A is one of the fastest ways to grow a company. Many of the largest companies in the world…
- M&A Science
Proactive Deal Sourcing
Lisa Marchese, Head of Corporate Development at American Express AXP (NYSE) Culture is one of the biggest M&A killers. Some of the biggest deal failures in…
- M&A Science
How to Improve the Sales Function During Integration
Richard Dunkel, Global Head of Field Enablement at Celonis The sales operation is the cornerstone of every business. Without it, companies would not have…
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Lessons Learned from Leadership Onboarding
Kim Jones, HR Director M&A at Microsoft (NASDAQ: MSFT) An effective M&A onboarding process post-close can dictate employee retention. But what's even more…
- M&A Science
Building an Exit Path
Touraj Parang, President & COO of Serve Robotics Selling a business is a difficult task that requires a lot of planning and preparation. However, most…
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Developing an M&A Thesis
Siran Tanielyan, SVP, Corporate Development at Paramount (NYSE: PGRE) Every company wants to evolve and grow its business, and M&A is one of the fastest and…
- M&A Science
Leadership Alignment and GTM Strategy for Successful Deals
Cole Breidenbach, VP, M&A Integration & Strategic Initiatives at Okta (NASDAQ: OKTA) Leadership alignment is one of the most underrated aspects of M&A. But…
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Growing Beyond M&A
Christina Ungaro, VP, Head of Corporate Development at Wind River Corporate development is more than just doing M&A. Sometimes, acquiring a company isn't the…
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How to Stand Up an IMO Function
Joshua Zatkin-Steres, Head of M&A Integration at Zuora NYSE: ZUO Integration is one of the most challenging and crucial parts of M&A. It requires a complete…
- M&A Science
Secrets to Building an M&A Function
Bani Bedi, SVP, Head of Corporate Development, Strategy and Monetization at Smartsheet M&A is one of the most powerful tools to transform your business…
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Financial Diligence in M&A
Amr Abdelaziz, Senior Director, M&A Finance at Equinix (NASDAQ: EQIX) Finance is arguably the most critical part of the due diligence process. Almost every…
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Developing Strategy with Business Leaders
Michael McDonald, Director, Strategy at Koch Engineered Solutions Strategy is a crucial part of an M&A. Without it, acquirers may end up purchasing companies…
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How to Compete in a Competitive M&A Market
Tyler Rodewald, Vice President, M&A at EIS Holdings In M&A, most acquirers don't like a competitive process. Auctions can drive higher prices, shorten the…
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Capturing Revenue Synergies
Joe Heel, Chief Revenue Officer at Zebra Technologies Revenue synergies are one of the most challenging metrics to achieve during integration, but are also the…
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Architecting Communications for Successful Integration
Emma Barton, Director, Alliance and Integration Management at AstraZeneca AZN (NASDAQ) Deal failure can often be tied back to a lack of communication and…
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Risk Allocation Between Signing and Closing an M&A Deal
Brett Shawn, Senior Vice President, Assistant General Counsel at Warburg Pincus LLC In M&A, time is the enemy. The longer a deal takes to close, the more risks…
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Working with Legal to Dial in Your M&A Strategy
Felipe Heiderich, Senior Counsel at Moderna NASDAQ: MRNA We all know it's impossible to do M&A without lawyers. But the question is, how early should lawyers…
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Challenges of Go-To-Market Integration
Massimo Malizia, Director of Corporate Development Integration at Cisco Systems More often than not, M&A involves go-to-market integration. After all…
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How to Scale Your Corporate Development Function
Saurabh Tejwani, Vice President, Corporate Development and Business Operations at GoPuff. The corporate development function is crucial to a company's growth…
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Buying Public Companies
Pranjal Gambhir, and Doretta Mistras, Managing Director - Global Investment Banking, Healthcare at Citi The M&A process varies when dealing with a public vs…
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How to Execute an Integration Plan (Day1)
Gene Hugh, Chief Financial Officer at Procure Analytics, and John Morada, COO at M&A Science + DealRoom. Day one is a monumental day for acquirers. All cuffs…
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The Process of Change Management in M&A
Michael DeVita, Business Value Advisor at Salesforce Change management is one of the most crucial parts of M&A. When you don't plan for it; value creation is…
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Divestitures from a Legal Perspective
Andrew Gratz, Chief Privacy Officer and Associate General Counsel at LyondellBasell Divesting a business is never easy. And while corporate development plays a…
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Sourcing Companies that are Not for Sale
Rishabh Mishra, Vice President and Head of Corporate Development at Infostretch. Traditionally, corporate development sources deals by looking for willing…
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Effective Deal Sourcing Through Market Mapping
Sabeeh Khan, Director of Corporate Development at Infoblox NYSE (BLOX) Reactive M&A is a great way to become distracted, go after unproductive deals, and tie…
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The Basics of Sell-Side M&A
Adam Coffey, Founding Partner of CEO Advisory Guru LLC. Selling a business is an extremely significant event in a business owner's life. The decision to sell…
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How to Source Deals and Build Your Pipeline
Jeremy Segal, Executive Vice President Corporate Development at Progress NASDAQ: PRGS Corporate development teams are tasked with finding potential M&A…
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How M&A Strategy Evolves in Education Technology
Tom Horton, Senior Vice President of Corporate Development & Strategy at Kaplan, Inc. Online education is not new. Back in 2010, Kaplan University already had…
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From Accounting to an M&A Career
Kayla Davis, Vice President, Head of M&A at ABM Industries (NYSE: ABM) M&A is a fascinating career path, and traditionally there are a only few entry points…
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Career Development in M&A
Caleb Shafer, Corporate Development Associate at RS Group plc. (LON: RS1) Traditionally, corporate development professionals come from banking roles. And while…
- M&A Science
Implementing an Actionable GTM Strategy
Hannah Leung, Senior Manager, Global Distribution M&A at Salesforce (NYSE: CRM) Implementing a GTM strategy is one of the most crucial parts of integration…
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How to Run an Integration Led Confirmatory Diligence Process
Jim Buckley, Vice President, Mergers and Acquisitions Integration at VMware (NYSE: VMW) It doesn't matter if you buy the best company in the world, if…
- M&A Science
How to Formulate Your M&A Strategy
Matt Arsenault, VP of Corporate Development at Jamf Too many times, we've seen M&A used as a strategy to grow businesses. But in fact, M&A is not a strategy…
- M&A Science
How to Stand Up an IMO
Ian Burk, EVP of integration at Upland Software (NASDAQ: UPLD) The importance of integration has never been more prevalent. And standing up a dedicated…
- M&A Science
How to Grow Purely on Acquisitions
Austin Woody, Senior Vice President of M&A and Corporate Development at Upland Software(NASDAQ: UPLD) From zero revenue to a billion-dollar market…
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How to Tie Deal Origination to Strategy Development
Scott Hile, Senior Director - Corporate Strategy & Development at Enviva (NYSE: EVA) With so many companies out there, how do you know who to approach as a…
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How to Define your M&A Strategy for Increased Deal Success
Sreepathy Viswanathan, Chief Corporate Development Officer, HGS Healthcare (HGS.NS) An M&A transaction can be an expensive mistake, and you can waste a lot of…
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Automation Roll-ups & Growing Technical Leadership Talent
Daniel Burseth, Vice President at Eckhart, Inc. Roll-ups are one of the fastest ways to grow a business in a fragmented industry. But combining several…
- M&A Science
How to Pivot to an M&A Integration Career
John Morada, COO at M&A Science + DealRoom Are you looking to pivot into an M&A integration career? Over the past decade, the importance of integration has…
- M&A Science
How to Approach M&A Negotiations
Larry Forman, Senior Manager at Deloitte It's no secret that M&A transactions require negotiations. But what most people don't realize is how you approach…
- M&A Science
How to Modernize a Process-Based Company
Naomi O'Brien, Head of M&A Integration at Honeywell (NASDAQ: HON) Is your company's M&A process out of date? M&A has dramatically changed over the past few…
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Standing up a Diligence and Integration Management Office
Kerry Perez, Head of Diligence and Integration Management Office (M&A) at AMN Healthcare Corporate development typically involves their integration team a…
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How to Acquire for Capabilities
Henry Schuck, CEO & Founder at Zoominfo (NASDAQ: ZI) Acquiring capabilities is one of the most effective ways to do M&A. Not only will acquiring capabilities…
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Creating the Right Governance Structure in an M&A Deal
Tomer Stavitsky, Corporate Development, Partnerships and M&A Lead, Digital & Data Business Unit at Intuitive Surgical. In this episode of the M&A Science…
- M&A Science
Successful Acquisitions Through Leadership and Culture
Tim Wentworth, CEO of Evernorth, a Cigna Corporation company (NYSE: CI) In this episode of the M&A Science Podcast, Tim Wentworth, CEO of Evernorth, (the CEO…
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The Complexities of Sell-Side M&A
Noah Waisberg, Co-Founder & CEO - Zuva; Author of "AI for Lawyers" In this episode of the M&A Science Podcast, Noah Waisberg, Co-Founder & CEO - Zuva shares…