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M&A Science

M&A Science is a podcast exploring the intricate world of mergers and acquisitions with industry leaders and practitioners. With an unlimited access to our deal network, these 100% uncut interviews examine M&A trends, culture, and best practices. This podcast is sponsored by DealRoom, a diligence management and virtual data room platform for complex financial transactions.
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M&A Science
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Sep 11, 2019

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

 

Aug 28, 2019

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 13, 2019

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/

Jul 31, 2019

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 10, 2019

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.

Jun 26, 2019

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 12, 2019

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.

May 29, 2019

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

May 16, 2019

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

May 1, 2019

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.

Apr 18, 2019

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 3, 2019

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.  

Jul 19, 2018

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 12, 2018

In this episode, Kyson 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.

Jun 25, 2018

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 12, 2018

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 5, 2018

In this episode, Kison interviews Armando Biondi, Co-founder and COO for AdEspresso. Biondi shares his personal experience on the AdEspresso and Hootsuite merger. They discuss selling, communication during the integration process, and negotiating.

May 31, 2018

In this episode, Kison interviews Ken Marlin, author of The Marine Corps Way to Win on Wall Street. Marlin has a very diverse background going from corporate development to CEO of a company to running an investment bank. They discuss advising buyers, business strategies, and setting clear business objectives.

This episode was brought to you by onday1.com

May 23, 2018

In this episode, Kison interviews International Strategy and Business Optimization Specialist Abhik Jain. Together they talk through the differences between M&A, PE and investment banking, proprietary and auction deals, and Jain’s personal advice on handling negotiations and transactions both from the sell side and the buy side.

 

This podcast was brought to you by onday1.com.

Feb 16, 2018

This special episode of M&A Science is an audiobook written by Nitin Kumar, a Senior Managing Director at FTI Consulting, on the strategy of wargaming. In an era of disruption and uncertainty, developing and executing successful M&A transactions require new strategic approaches. Business wargaming is one such approach, significantly increasing overall M&A effectiveness by providing valuable foresight, stress-testing strategy and maximizing the potential for successful integration.

 

Authored by: Nitin Kumar

Narrated by: Conor Mahood

Produced by: Kison Patel

Dec 11, 2017

“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

 

 

Sep 15, 2017

“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

Sean Peace has a captivating story to tell about selling and exiting an unprofitable business in a unique niche: a fintech startup dealing with entertainment in the Southeast. In 2013, he founded Royalty Exchange, an auction marketplace selling music royalty streams as memorabilia to the highest bidding fans. After two years and $100K in revenue, the company landed $2 million in venture capital financing to accelerate their growth – or so they thought.

 

0:20 – 2:22 Background on SongVest leading up to Royalty Exchange business idea

2:23 – 3:49 Formation of Royalty Exchange and running it for the first 2 years

3:50 – 6:41 Attracting first $2M venture capital injection and how funds were invested

6:42 – 11:10 Pivot point to switch marketing strategy when proven ineffective

12:06 – 16:50 Deciding to exit and splitting sale of company to two buyers

16:51 – 19:13 Finding buyers without hiring an advisor & paying down debts

19:14 – 25:17 Discussing deal surprises and lessons learned

25:18 – 27:01 Sean answering would he start another company and raise from VCs again

 

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

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

Sep 15, 2017

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

As a professional with 29 years’ experience in M&A corporate development, financial operations, and management, Paul Tennola, CFO of Paynet, is an expert when it comes to M&A. In addition to his experience with Paynet, Paul has worked with TransUnion, Wolters Kluwer, and SunGard. He has looked at over 1000 companies, successfully leading and closing more than 50 transactions. He believes M&A is a great way to augment growth.


0:00-1:10
Paul’s experience with Paynet, TransUnion, Wolters Kluwer, and SunGard

1:10-7:00 Bolt-on transactions versus platform transactions

7:00-10:30 Synergies: Financial/revenue and operational

10:30-14:05 Cultural fit and workarounds

14:05-18:00 Negotiation and strategies

18:00-21:40 Top factors during diligence

21:40-28:10 Deals that fall apart and surprises during diligence

28:10-33:14 Post-closing surprises and PMI

33:14-37:33 International transactions

37:33-40:05 Biggest lessons learned

 

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

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

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