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M&A Science

Updated 5 days ago

Business
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M&A Science is an educational podcast exploring the intricate world of M&A with industry leaders and practitioners.This podcast is sponsored by DealRoom, a diligence management and virtual data room platform for complex financial transactions.

Read more

M&A Science is an educational podcast exploring the intricate world of M&A with industry leaders and practitioners.This podcast is sponsored by DealRoom, a diligence management and virtual data room platform for complex financial transactions.

iTunes Ratings

26 Ratings
Average Ratings
24
2
0
0
0

Solid M&A podcast

By Jejsixbabskkru - Nov 17 2019
Read more
It’s freakanomics for M&A. Well done

Great podcast

By jim kernel - Jun 19 2019
Read more
Highly recommended! So much useful information

iTunes Ratings

26 Ratings
Average Ratings
24
2
0
0
0

Solid M&A podcast

By Jejsixbabskkru - Nov 17 2019
Read more
It’s freakanomics for M&A. Well done

Great podcast

By jim kernel - Jun 19 2019
Read more
Highly recommended! So much useful information
Cover image of M&A Science

M&A Science

Latest release on Jan 08, 2020

Read more

M&A Science is an educational podcast exploring the intricate world of M&A with industry leaders and practitioners.This podcast is sponsored by DealRoom, a diligence management and virtual data room platform for complex financial transactions.

Rank #1: How to Prepare a Company for an Acquisition

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Kison speaks with Jordan Lampos, a director specializing in healthcare M&A at Duff & Phelps, about how to best prepare a company for an acquisition and the role project management plays in improving this process. 

Oct 23 2019

28mins

Play

Rank #2: Behind the Scenes: Effective Deal Sourcing and Closing

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Kison speaks with Scott Kaeser, the Executive VP of Corporate Development for United American Security, a GardaWorld company, on sourcing strategies for successful deals. 

Sep 11 2019

1hr 5mins

Play

Rank #3: Key Private Equity Criteria for Prosperous M&A

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Greg DellaFranco is currently a Senior Manager of Corporate Development at Deloitte Consulting. Prior to joining Deloitte, he served as Director of Corporate Development at KPMG. When combined with 16 years in corporate development, corporate strategy, new venture creation, and alliance roles at Accenture, Greg has valuable M&A insight to share.

0:48 – 1:43 Greg’s background in corporate development

1:44 – 4:08 Differences in perspective between corp dev and private equity

3:21 – 6:13 Value proposition of selling to a strategic buyer

5:26 – 7:17 Transacting with businesses looking to exit

6:30 – 8:58 Key preparation for due diligence process

8:11 – 11:01 Top issues that frequently arise

10:14 – 16:42 Effectively managing the process

15:55 –  19:23 Deal breakers that pop up during due diligence

18:36 – 24:13 Greg’s strategies for the integration process

23:26 – 28:04 Most challenging aspects of integration

27:17 – 34:15 Challenges and integrations gone wrong

33:28 – 37:37 Biggest lessons learned and the future of M&A

M&A Science by Kison Patel (kison@dealroom.net)

DealRoom: Data Science and AI for M&A (www.dealroom.net)

Sep 15 2017

39mins

Play

Rank #4: How to Implement an Agile Approach into M&A

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In this podcast, James Harris explores the ways in which deal practitioners can implement a more Agile approach to each step of M&A, from due diligence to integration.  

Apr 03 2019

44mins

Play

Rank #5: How to Sell A Bank: The True Story of Ups and Downs of M&A Banking

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Matt Gambs is very familiar with the community banking realm – he’s been in it for more than 23 years and has worked every angle of the business, starting as a teller and working his way up to President and CEO of two different community banks in the Chicago metro area: BB&T Bancorp and Diamond Bank. He led both banks through successful acquisitions before landing at his current role with Wintrust Financial. 0:00 – 0:53 Summary of Matt Gambs 23+ year career progression in community banking

0:54 – 3:44 Discussing growth of BB&T between company inception and becoming CEO in 2004

3:45 – 6:47 The process of deciding to sell BB&T and selecting an advisor

6:48 – 8:24 How buyers’ proposals were evaluated against goals for stockholders

8:25 – 11:24 The selection process for comparing valuations and choosing the final buyer

11:25 – 13:24 Discussing challenges and realizations as Matt’s first deal of this size

13:25 – 18:02 Dissecting why everyone seems to want to buy a bank and regulatory implications

18:03 – 22:16 Events leading to Matt joining Diamond Bank and its subsequent sale

22:17 – 25:53 The long start-to-finish process of selling Diamond Bank

25:54 – 28:54 Highlights of working with Wintrust on the Diamond Bank deal

28:55 – 33:26 Biggest challenges and lessons learned going through both bank exits

33:27 – 36:25 Comparing shareholder relationships of different sizes

36:26 – 39:34 Craziest thing Matt has seen in all his banking experience

M&A Science by Kison Patel (kison@dealroom.net)

DealRoom: Data Science and AI for M&A (www.dealroom.net)

Mar 14 2017

41mins

Play

Rank #6: Creating Corporate Development Acquisition Strategies

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In this episode, Kison speaks with Joseph Feldman, a corporate development, acquisitions and growth strategies consultant. Joseph discusses acquisition strategies, diligence checklists, company inconsistencies, and post-close surprises.

Jul 19 2018

33mins

Play

Rank #7: M&A in the Technology Industry

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In this episode, Kison asks Paul Weiskopf, a professional who has worked over 25 years with companies in the technology industry such as Hewlett Packard, Adobe Systems and smaller companies, about his professional experience on M&A.

Weiskopf shares his knowledge about strategy common errors that lead companies to failure and about the best ways to build integration plans for acquisition teams.

Jun 25 2018

52mins

Play

Rank #8: Why Decisive Communication is Vital for a Successful Integration

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Jeremie originally started his career at Goldman Sachs and spent time in investment banking focused on equities, equity sales, and trading. He has experience on both sides of M&A, as an acquirer and “acquiree,” and says the deals he has seen in the past 10 years – some successful, others not – have changed his perspective on M&A.

0:00 – 2:12 Jeremie’s background in SaaS and investment banking

2:13 – 5:52 The value of focusing on giving in M&A transactions

5:53 – 11:40 Importance of pre-diligence diligence

11:41 - 14:12 Example of a deal not closed

14:13 – 15:50 Allocating resources and labor pool decisions

15:51 – 19:14 Advantages of quick integration

19:15 – 25:29 Painful lessons

25:30 – 30:57 How to use advisors

30:58 – 36: 11 How to pick a banker

36:12 – 41:33 Differences and clashes in culture

41:34 – 46:27 Setting up a deal framework

46:28 – 51:05 Facilitating good communication

51:06 – 52:22 Importance of prioritization

52:23 – 54:54 Lessons learned

M&A Science by Kison Patel (kison@dealroom.net)

DealRoom: Data Science and AI for M&A (www.dealroom.net)

Mar 23 2017

56mins

Play

Rank #9: How Empathy Makes Mergers and Acquisitions Successful

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“This is the first time I’ve been acquired by a company that felt like it had a soul.” That’s what John Derusso was told after leading an integration. John is the Director of Corporate Development Integration with Cisco Systems and has been for the past four years.

0:00-0:10 John’s background with Cisco and supply chain

0:13-2:12 Successful acquisitions

2:12-6:42 Retaining people

6:42-9:36 Big picture view of integration

9:36-13:30 Excitement and adrenaline in integration (step-by-step process)

13:30-20:21 Planning considerations, diligence, and key indicators of success

24:22-30:20 Taking care of customers

30:20-42:19 Complexity, decision-making, and communication

42:19-46:37 Degree of integration (depth and speed)

46:37-52:25 Difficult aspects of integration

52:25-End Lifetime lessons learned and key traits

M&A Science by Kison Patel (kison@dealroom.net)

DealRoom: Data Science and AI for M&A (www.dealroom.net)

Sep 15 2017

56mins

Play

Rank #10: Evolving Technology Trends in Mergers and Acquisitions

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Kison speaks with Jill Harrison and Steve Siler about which technology trends are addressing some of the M&A industry's largest challenges. Jill is the Vice President of Ventures at Silverline and Steve is the CTO of Stonebriar Commercial Finance. 

Aug 28 2019

44mins

Play

Rank #11: M&A, Due Diligence, and Integration from an Attorney's Point of View

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In this episode, Kison interviews mergers and acquisitions attorney Luke Fedlam, who shares his knowledge on working with and outside counsel, representing the seller, sending letters of intent, setting up a financial plan, and how to transaction showstoppers beforehand.

00.00 /  05.00 / help from the outside council

05.00 / due diligence and letters of intent, bankers

10.00 / 15.000 timeline and risks, showstoppers

15.00 / 20.00 renegotiating terms

20.00 / 25.00 renegotiation purchase price

25.00 / 30.00 financial leverage

30.00 / 35.00 integration process

35.00 / 40.00 cultural and transparency

40.00 / 47.00 outgoing owners and engagement, CEOS sabotaging transaction

20.25 tartamudea un toque we, we don't need, we don;t

Jun 12 2018

49mins

Play

Rank #12: How to Choose an M&A Advisor

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As former VP at Huron Capital, Mark Miller is very familiar with the start-to-finish private equity process. He’s responsible for transaction teams involved in all aspects of deal sourcing, execution, and portfolio management. Mark has a wealth of experience executing deals on the buy side – managing due diligence, negotiating legal documents, setting the ultimate capital structure, and lining up financial documentation.

0:00 – 2:18 Summary of Mark’s background

2:19 – 5:18 Worse thing that could happen during a deal

5:19 – 7:24 Steps to first start planning for an exit

7:25 – 11:14 Setting up strategic initiatives from Day 1

11:15 – 18:49 Selecting advisors for the deal

18:50 – 25:24 Sanity checking valuations

25:25 – 28:02 Where advisors differentiate themselves / customizing their process & outreach

28:03 – 32:45 The important of valuations and certainty to close

32:46 – 35:33 Buyer engagement and deal rooms

35:34 – 37:07 Post-closing transactual obligations

37:08 – 39:43 Biggest challenges of process

39:44 – 42:25 Unburdening management team

42:26 - 46:50 Most important lessons learned

46:51 - 51:43 Tackling deal hiccups, touch decisions, and sell vs. hold scenarios

51:44 – 52:56 Considerations for future process improvements

M&A Science by Kison Patel (kison@dealroom.net)

DealRoom: Data Science and AI for M&A (www.dealroom.net)

Sep 15 2017

55mins

Play

Rank #13: An Agile Gorilla’s Approach to Mergers and Acquisitions

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The Founding Partners of the M&A advisory firm, Agile Gorilla, discuss their agile, modern approach to deal and integration management.

May 16 2019

46mins

Play

Rank #14: How to Enable a High Performing Deal Team

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Harvard instructor, author and speaker,  Richard Kasperowski, discusses how to build and maintain high-performing teams in any industry.

May 29 2019

41mins

Play

Rank #15: Balancing Legal and Business Concerns in M&A Transactions

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“Are you doing things that could be perceived negatively that would create a higher bar for that next acquisition? Those things can come back and haunt you”

Scott Hile is an M&A professional with two decades of experience. He also teaches Entrepreneurial Law and Global Business Transactions in Clemson University’s MBA Program.

0:00 - 5:05 Prioritizing investment and legal concerns during due diligence

5:00 - 8:40 Focusing on value drivers

8:40 - 10:50 Presenting risks to sellers

11:55 - 15:35 Legal team battles

15:35 - 17:00 Planning for integration during due diligence

17:00 - 19:05 Accounting for integration costs

19:05 - 25:25 International transaction challenges

25:25 - 32:41 Validating for cultural fit

32:41 - 38:30 Score-carding synergies

38:40-end The importance of patience

Dec 11 2017

42mins

Play

Demystifying the Employee Stock Ownership Plan (ESOP)

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Kison speaks with Richard Harmon, a Managing Director at CSG Partners, a firm that helps owners of private, middle market companies achieve equity monetization while addressing personal goals. In this podcast, they discuss how ESOPs can harvest equity, enhance liquidity, and create tax advantages.

Jan 08 2020

35mins

Play

Focusing Less on Cost Synergies to Increase Value Creation

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Kison speaks with Anirvan Sen, the Founder and Managing Director of Fifth Chrome, a professional advisory firm that specializes in M&A integration and operational growth. In this podcast, they discuss creating deal value by focusing more on growth capabilities and revenue synergies than cost synergies.

Dec 18 2019

57mins

Play

How to Plan a Divestiture from HR’s Perspective

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Kison speaks with Jillian Kaebel-Sisk, an HR Global Mergers, Acquisitions, and Divestitures Manager at Caterpillar. This podcast covers how HR practitioners plan for and executive divestitures. They also discuss carve-out and divestiture challenges, as well as TSA agreements, asset vs. stock sale, due diligence, and more.

Dec 04 2019

33mins

Play

How to Deliver Maximum Value from Divestitures

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Kison speaks with Toby Tester, an M&A Consultant and Project Manager with over 20 years of experience driving strategic, financial and operational value through M&A. This podcast covers how you can deliver maximum value from divestitures. We will discuss how divestitures, like acquisitions, can become a positive and transformational process. 

Nov 20 2019

35mins

Play

How to Drive Transformational Change Through M&A

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Kison speaks with Toby Tester, an M&A Consultant and Project Manager with over 20 years of experience driving strategic, financial and operational value through M&A. This podcast follows Toby's article, Driving Transformation Through M&A, in which he discusses how M&A transactions are becoming necessary transformational strategies for companies in the modern marketplace. 

Nov 06 2019

23mins

Play

How to Prepare a Company for an Acquisition

Podcast cover
Read more

Kison speaks with Jordan Lampos, a director specializing in healthcare M&A at Duff & Phelps, about how to best prepare a company for an acquisition and the role project management plays in improving this process. 

Oct 23 2019

28mins

Play

Behind the Scenes: Effective Deal Sourcing and Closing

Podcast cover
Read more

Kison speaks with Scott Kaeser, the Executive VP of Corporate Development for United American Security, a GardaWorld company, on sourcing strategies for successful deals. 

Sep 11 2019

1hr 5mins

Play

Evolving Technology Trends in Mergers and Acquisitions

Podcast cover
Read more

Kison speaks with Jill Harrison and Steve Siler about which technology trends are addressing some of the M&A industry's largest challenges. Jill is the Vice President of Ventures at Silverline and Steve is the CTO of Stonebriar Commercial Finance. 

Aug 28 2019

44mins

Play

Perspectives on Modern M&A Consultancy and Divestitures

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Kison speaks with Kelly Haggerty, who founded her own advisory firm, Nearco Transaction Advisors, after 15 years of leading integrations and divestitures for top consulting firms and Fortune 500 companies. 

On this episode, Kison talks with Kelly about her experience as an M&A advisor and the lessons she's learned regarding what makes a strong, efficient, and successful deal. 

For more information on Kelly and Nearco Transaction Advisors please visit: https://www.nearcoadvisors.com/

Aug 13 2019

44mins

Play

Creating Solutions for Industry-Wide Challenges

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Kison speaks with Paul Koenig, Founder and CEO of SRS Acquiom, a platform that manages escrows, payments, risks, and claims for complex M&A transactions.

Jul 31 2019

39mins

Play

The Art of Protecting Value Drivers

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During this episode, Kison and Jai discuss the best strategies for identifying, extracting and protecting value drivers during the due diligence process and most importantly while conducting integration post-close.

Jul 10 2019

33mins

Play

The Power of Empathy in M&A

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Kison speaks with Dr. Mark Goulston on the benefits of practicing empathy for more successful M&A, specifically to improve value creation and productivity post-close.

Jun 26 2019

34mins

Play

The Importance of Conducting Cultural Assessments

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On this episode, Kison speaks with Dawn White, an M&A Integration Manager at Corning. Dawn explains the importance of conducting cultural assessments during M&A transactions and explores how these assessments can lead to stronger deal outcomes, increased value creation and an overall happier and more productive workforce.

Jun 12 2019

37mins

Play

How to Enable a High Performing Deal Team

Podcast cover
Read more

Harvard instructor, author and speaker,  Richard Kasperowski, discusses how to build and maintain high-performing teams in any industry.

May 29 2019

41mins

Play

An Agile Gorilla’s Approach to Mergers and Acquisitions

Podcast cover
Read more

The Founding Partners of the M&A advisory firm, Agile Gorilla, discuss their agile, modern approach to deal and integration management.

May 16 2019

46mins

Play

Integration Strategies Suited for Modern Business Landscapes

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Nitin Kumar, a seasoned C-level operating executive and management consultant in the technology, media and telecom (TMT) sector, discusses how to create integration strategies better suited to modern business environments.

May 01 2019

44mins

Play

A Guide to Planning Successful Divestitures

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Al Ansari, a veteran divestiture and integration advisor currently assisting Cisco with the development of their divestiture methodology, discusses the strategies, decisions and planning behind divestitures.

Apr 18 2019

36mins

Play

How to Implement an Agile Approach into M&A

Podcast cover
Read more

In this podcast, James Harris explores the ways in which deal practitioners can implement a more Agile approach to each step of M&A, from due diligence to integration.  

Apr 03 2019

44mins

Play

Creating Corporate Development Acquisition Strategies

Podcast cover
Read more

In this episode, Kison speaks with Joseph Feldman, a corporate development, acquisitions and growth strategies consultant. Joseph discusses acquisition strategies, diligence checklists, company inconsistencies, and post-close surprises.

Jul 19 2018

33mins

Play

Best Ways to Approach Cultural Integration

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In this episode, Kison interviews corporate and business development consultant Judah Karkowsky.

They discuss the best ways to approach cultural integration, handling ownership issues, the surprises you can find during preliminary due diligence, international entities’ approach on diligence, being transparent with employees during an integration, and confidential data protection.

Jul 12 2018

51mins

Play

iTunes Ratings

26 Ratings
Average Ratings
24
2
0
0
0

Solid M&A podcast

By Jejsixbabskkru - Nov 17 2019
Read more
It’s freakanomics for M&A. Well done

Great podcast

By jim kernel - Jun 19 2019
Read more
Highly recommended! So much useful information